Sekisui House Ltd
Sekisui House Ltd is a Japanese homebuilder that designs, constructs, and sells residential properties, primarily in Japan, generating revenue through direct sales to individual customers and partnerships with real estate developers.
Business. Sekisui House Ltd (1928.T) is a homebuilder operating within the Consumer Cyclicals sector. The company is headquartered in Japan and is primarily listed on the Tokyo Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not provided.
Analyst recommendations
11 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
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Upcoming catalysts
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- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
Sekisui House Ltd (1928.T) is a homebuilder operating within the Consumer Cyclicals sector. The company is headquartered in Japan and is primarily listed on the Tokyo Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not provided.
Sekisui House maintains a debt-to-equity ratio of 0.88, indicating a moderate leverage position relative to its equity base. The company's liquidity is characterized as medium, with a current ratio of 2.79, suggesting it can cover its short-term obligations but with limited excess capacity. Free cash flow stands at approximately ¥91.54 billion, which is a positive sign for operational flexibility and reinvestment potential.
Profitability metrics show a return on equity (ROE) of 10.85% and a return on assets (ROA) of 4.64%, both of which are in line with industry norms for homebuilders. These figures suggest that the company is effectively utilizing its equity and asset base to generate returns. Gross profit of ¥839.82 billion and operating income of ¥341.40 billion reflect strong cost control and pricing power in its core residential construction business.
The company's revenue is concentrated in Japan, with no disclosed international operations, making it highly sensitive to domestic housing market conditions. No segment breakdown is available in the provided data, but the lack of geographic diversification increases exposure to local economic and regulatory shifts.
Looking ahead, the company is expected to maintain a stable revenue trajectory, with no significant growth or contraction projected in the next fiscal year. This is consistent with the broader Japanese housing market, which remains relatively flat due to demographic and macroeconomic headwinds.
Risk factors include moderate liquidity constraints and the potential for dilution, though the latter is currently assessed as low. The company's net cash position is negative after accounting for total debt, which could limit its ability to pursue aggressive growth initiatives without external financing. No recent dilutive events are reported, and the dilution risk remains low for the near term.
Recent filings and transcripts do not indicate any material changes in strategy or operations. The company continues to focus on cost efficiency and customer satisfaction in its residential construction segment.
- Sekisui House maintains a moderate debt load with a debt-to-equity ratio of 0.88.
- The company generates strong ROE of 10.85%, indicating effective use of equity.
- Free cash flow of ¥91.54 billion provides flexibility for reinvestment or shareholder returns.
- Revenue is entirely concentrated in Japan, increasing exposure to domestic market conditions.
- Analysts project a mean price target of ¥3,895.83, with a median of ¥3,950.00.
- The company faces moderate liquidity risk but no immediate dilution pressure.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Valuation
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 352,30 |
| Revenue | —no estimate | —no estimate | 4,37T JPY |
| Operating income | —no estimate | —no estimate | —no estimate |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
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- Market data
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- Consensus estimates
- ESG data
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Capex To Revenuecapital_expenditure / revenue
- Return On Equitynet_income / total_equity
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- Cash Conversion Ratiooperating_cash_flow / net_income
- Sekisui House Ltd Market data — financials · 2026-05-26
- Sekisui House Ltd Market data — analyst estimates · 2026-05-26
- Sekisui House Ltd Market data — ESG · 2026-05-26
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,00 %$0M
Leadership
- David D. MandarichPresident, Chief Executive Officer, Director
- Larry A. MizelExecutive Chairman of the Board