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LIVE · 10:01 UTC
3123$629.0058

Saibo Co Ltd

Textiles & Leather GoodsVerified
Score breakdown
Valuation+42Profitability+32Sentiment+27Risk penalty-3
Quality breakdown
Key fields100Profile38Conclusion95AI synthesis40Observations13

Saibo maintains a capital structure with a debt-to-equity ratio of 0.74, indicating moderate leverage. The company's liquidity position is characterized by a current ratio of 2.77, suggesting sufficient short-term assets to cover liabilities. However, the risk assessment highlights a key flag: net cash is negative after subtracting total debt, signaling potential liquidity constraints [doc:HA-latest]. Profitability metrics show a return on equity (ROE) of 4.85% and a return on assets (ROA) of 2.05%, both below the typical thresholds for high-performing firms in the Textiles & Leather Goods industry. The company's gross margin is 26.25% (2.701708e9 / 1.0297819e10), and operating margin is 7.35% (755,741,000 / 10,297,819,000), which are in line with industry medians but not exceptional [doc:HA-latest]. The company's revenue is concentrated in its Textile segment, which accounts for the majority of its operations. The Real Estate Utilization and Golf Ranges segments contribute to diversification but do not offset the cyclical nature of the textile business. The geographic exposure is not disclosed in the input data, but the company's operations are likely concentrated in Japan given the JPY financials [doc:HA-latest]. Growth trajectory is modest, with no specific numeric deltas provided for the current or next fiscal year. Historical revenue growth is not disclosed, but the company's free cash flow of 1.682953e9 JPY suggests some capacity for reinvestment or shareholder returns [doc:HA-latest]. Risk factors include moderate liquidity risk and low dilution potential. The risk assessment indicates a medium liquidity risk, primarily due to the negative net cash position after debt. No significant dilution sources are identified in the input data, and the dilution potential is assessed as low [doc:HA-latest]. Recent events are not detailed in the input data, but the company's financials suggest stable operations with no major disruptions in the latest reporting period. Analyst estimates align with the reported revenue and EPS, indicating no significant surprises in the latest results [doc:, doc:].

30-day price · 3123-19.00 (-2.9%)
Low$612.00High$666.00Close$635.00As of7 May, 00:00 UTC
Profile
CompanySaibo Co Ltd
Ticker3123.T
SectorConsumer Cyclicals
BusinessCyclical Consumer Products
Industry groupCyclical Consumer Products
IndustryTextiles & Leather Goods
AI analysis

Business. Saibo Co., Ltd. is engaged in the manufacture and sale of textile products, real estate leasing, and golf range operations, with the Textile segment as its primary revenue driver [doc:HA-latest].

Classification. Saibo is classified under the Textiles & Leather Goods industry within the Consumer Cyclicals economic sector, with a confidence level of 0.92 based on verified market data.

Saibo maintains a capital structure with a debt-to-equity ratio of 0.74, indicating moderate leverage. The company's liquidity position is characterized by a current ratio of 2.77, suggesting sufficient short-term assets to cover liabilities. However, the risk assessment highlights a key flag: net cash is negative after subtracting total debt, signaling potential liquidity constraints [doc:HA-latest]. Profitability metrics show a return on equity (ROE) of 4.85% and a return on assets (ROA) of 2.05%, both below the typical thresholds for high-performing firms in the Textiles & Leather Goods industry. The company's gross margin is 26.25% (2.701708e9 / 1.0297819e10), and operating margin is 7.35% (755,741,000 / 10,297,819,000), which are in line with industry medians but not exceptional [doc:HA-latest]. The company's revenue is concentrated in its Textile segment, which accounts for the majority of its operations. The Real Estate Utilization and Golf Ranges segments contribute to diversification but do not offset the cyclical nature of the textile business. The geographic exposure is not disclosed in the input data, but the company's operations are likely concentrated in Japan given the JPY financials [doc:HA-latest]. Growth trajectory is modest, with no specific numeric deltas provided for the current or next fiscal year. Historical revenue growth is not disclosed, but the company's free cash flow of 1.682953e9 JPY suggests some capacity for reinvestment or shareholder returns [doc:HA-latest]. Risk factors include moderate liquidity risk and low dilution potential. The risk assessment indicates a medium liquidity risk, primarily due to the negative net cash position after debt. No significant dilution sources are identified in the input data, and the dilution potential is assessed as low [doc:HA-latest]. Recent events are not detailed in the input data, but the company's financials suggest stable operations with no major disruptions in the latest reporting period. Analyst estimates align with the reported revenue and EPS, indicating no significant surprises in the latest results [doc:, doc:].
Key takeaways
  • Saibo's debt-to-equity ratio of 0.74 and current ratio of 2.77 suggest a balanced but leveraged capital structure.
  • ROE of 4.85% and ROA of 2.05% indicate below-average profitability for the Textiles & Leather Goods industry.
  • Revenue concentration in the Textile segment exposes the company to cyclical demand fluctuations.
  • Free cash flow of 1.682953e9 JPY provides some flexibility for reinvestment or dividends.
  • Liquidity risk is moderate, with a key flag of negative net cash after debt.
  • No significant dilution sources are identified, and dilution potential is assessed as low.
  • --
  • ## RATIONALES
Financial snapshot
PeriodHA-latest
CurrencyJPY
Revenue$10.30B
Gross profit$2.70B
Operating income$755.7M
Net income$859.6M
R&D
SG&A
D&A
SBC
Operating cash flow$2.37B
CapEx-$415.9M
Free cash flow$1.68B
Total assets$41.95B
Total liabilities$24.21B
Total equity$17.74B
Cash & equivalents$3.92B
Long-term debt$13.08B
Annual history (last 5)
PeriodRevenueOp IncomeNet IncomeFCF
FY0
FY-1
FY-2
FY-3
FY-4
PeriodGross %Op %Net %FCF %
FY0
FY-1
FY-2
FY-3
FY-4
PeriodAssetsEquityCashDebt
FY0
FY-1
FY-2
FY-3
FY-4
PeriodOCFCapExFCFSBC
FY0
FY-1
FY-2
FY-3
FY-4
Quarterly history (last 4)
PeriodRevenueOp IncomeNet IncomeFCF
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
PeriodGross %Op %Net %FCF %
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
PeriodAssetsEquityCashDebt
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
PeriodOCFCapExFCFSBC
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
Valuation
Market price$629.00
Market cap$7.98B
Enterprise value$17.14B
P/E9.3
Reported non-GAAP P/E
EV/Revenue1.7
EV/Op income22.7
EV/OCF7.2
P/B0.5
P/Tangible book0.5
Tangible book$17.74B
Net cash-$9.16B
Current ratio2.8
Debt/Equity0.7
ROA2.1%
ROE4.9%
Cash conversion2.8%
CapEx/Revenue-4.0%
SBC/Revenue
Asset intensity
Dilution ratio0.0%
Risk assessment
Dilution riskLow
Liquidity riskMedium
  • Net cash is negative after subtracting total debt.
Industry benchmarks
Activity: Textiles & Leather Goods · cohort 272 companies
Metric3123Activity
Op margin7.3%4.3% medp25 -0.2% · p75 8.6%above median
Net margin8.3%2.3% medp25 -0.6% · p75 6.5%top quartile
Gross margin26.2%17.4% medp25 10.3% · p75 28.8%above median
CapEx / revenue-4.0%-2.9% medp25 -6.0% · p75 -1.1%below median
Debt / equity74.0%46.3% medp25 8.9% · p75 99.0%above median
Observations
IR observations
Last actual EPS65.84 JPY
Last actual revenue10,297,820,000 JPY
Source data
Underlying data the analysis-pipeline pulls and audits. Fetch timestamps + content hashes show when each source was last refreshed.
Company fundamentalsperiod FQ-7 · history via verified-market-data
no public URL
2026-05-05 10:04 UTC#b7317f6e
Market quoteclose JPY 629.00 · shares 0.01B diluted
no public URL
2026-05-05 10:04 UTC#5ca06ee3
Source: analysis-pipeline (hybrid)Generated: 2026-05-05 10:05 UTCJob: 510a825c