| Valuation method | Value, ¥ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | n/a | n/a |
| Intrinsic value (DCF) | n/a | |
| Graham-Dodd Method | 1329.30 | -36 |
| Graham Formula | 1250.14 | -40 |
Gantan Beauty Industry Co., Ltd. (5935.T) is a leading Japanese manufacturer specializing in high-quality metal roofing products and construction materials. Founded in 1965 and headquartered in Fujisawa, Japan, the company serves a diverse clientele, including public facilities, factories, shops, and residential buildings. Gantan Beauty Industry offers a comprehensive product portfolio, including horizontal and vertical metallic roofing, panel and folded sheet roofing, and eco-friendly solutions like solar panels and green roofs. Operating in the Construction Materials sector under Basic Materials, the company plays a crucial role in Japan's infrastructure development. With a market capitalization of approximately ¥7.83 billion, Gantan Beauty Industry combines traditional craftsmanship with modern sustainability trends, positioning itself as a key player in Japan's roofing and construction materials market.
Gantan Beauty Industry presents a niche investment opportunity in Japan's construction materials sector, with a focus on metal roofing and eco-friendly solutions. The company's modest beta of 0.423 suggests lower volatility compared to the broader market, appealing to risk-averse investors. However, negative operating cash flow (-¥126.77 million) and significant capital expenditures (-¥513.42 million) raise concerns about short-term liquidity and reinvestment needs. The company maintains a reasonable debt level (¥1.73 billion) against cash reserves (¥968.25 million), but profitability metrics like net income (¥384.19 million) and diluted EPS (¥101.32) indicate modest earnings. Investors should weigh its established market position against operational inefficiencies and Japan's stagnant construction growth.
Gantan Beauty Industry competes in Japan's specialized metal roofing market, where differentiation comes from product durability, eco-friendly innovations, and regional distribution networks. The company's strength lies in its diversified product range, including solar-integrated and green roofing solutions, aligning with Japan's sustainability push. However, its domestic focus limits growth potential compared to global competitors. While Gantan maintains strong relationships with local contractors, its financials reveal operational challenges, including negative cash flow and high capex. The company's competitive edge is its long-standing reputation (since 1965) and expertise in metal roofing, but it faces pressure from larger construction material firms with greater economies of scale and R&D budgets. Its niche positioning protects it from direct competition with multinational giants but constrains market expansion opportunities.