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Companies Healthcare 7743.T
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7743.T Tokyo Stock Exchange Medical Equipment, Supplies & Distribution

7743.T

¥491,00
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JPY
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Mcap
P/E
EV / Rev
Div yield
2,79 %
Op margin
4,8 %
ROE
6,0 %
Net margin
3,3 %
Debt / equity
1,45
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the healthcare services and equipment industry, primarily generating revenue through the provision of medical equipment, supplies, and distribution services.

Business. The company operates in the healthcare services and equipment industry, primarily generating revenue through the provision of medical equipment, supplies, and distribution services.

Classification92 %
SectorHealthcare
Business sectorHealthcare Services & Equipment
IndustryMedical Equipment, Supplies & Distribution
ActivityHealthcare Services & Equipment
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
6,0 %
return on equity
Quality
not yet scored

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.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 7743.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care · THIS SECTOR+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 7743.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • 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

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    The company operates in the healthcare services and equipment industry, primarily generating revenue through the provision of medical equipment, supplies, and distribution services.

    Classification92 %
    SectorHealthcare
    Business sectorHealthcare Services & Equipment
    IndustryMedical Equipment, Supplies & Distribution
    ActivityHealthcare Services & Equipment
    AI synthesis
    GENERATED

    The company's capital structure is characterized by a debt-to-equity ratio of 1.45, indicating a moderate reliance on debt financing. Its liquidity position is assessed as medium, with a current ratio of 1.14, suggesting that the company has sufficient short-term assets to cover its short-term liabilities, but with limited excess. The company's free cash flow is negative at -690,286,000 JPY, which may indicate that capital expenditures are outpacing operating cash flow.

    In terms of profitability, the company's return on equity is 6.05%, which is a measure of how effectively the company is using shareholders' equity to generate profit. The return on assets of 2.11% suggests that the company is generating a relatively low return on its total assets. These metrics should be compared against the industry's preferred metrics and cohort medians to determine the company's relative performance.

    The company's revenue is concentrated in the healthcare services and equipment industry, with no specific segment or geographic breakdown provided in the available data. This lack of diversification could pose a risk if the industry experiences a downturn or if regulatory changes impact the company's operations.

    The company's growth trajectory is reflected in its recent financial performance, with a net income of 1,092,467,000 JPY and a revenue of 33,231,633,000 JPY. Analysts have estimated the mean revenue for the upcoming period at 34,000,000,000 JPY, indicating a slight increase in expected revenue. The company's ability to meet or exceed these estimates will be a key factor in its future performance.

    The risk assessment indicates that the company faces a medium liquidity risk, with a current ratio of 1.14 and a negative free cash flow. The dilution risk is assessed as low, with no significant dilution potential reported. The company's capital structure, with a high debt-to-equity ratio, may also contribute to its risk profile, as it could be more vulnerable to interest rate fluctuations and economic downturns.

    Recent events, such as the company's financial performance and analyst estimates, suggest that the company is maintaining a stable position in the market. The company's last actual EPS was 36.10 JPY, slightly above the mean EPS estimate of 34.00 JPY. This indicates that the company has met or exceeded analyst expectations in the most recent reporting period.

    Key takeaways
    • The company has a moderate debt-to-equity ratio of 1.45, indicating a balanced capital structure.
    • The company's return on equity is 6.05%, which is a measure of its profitability relative to shareholders' equity.
    • The company's liquidity position is assessed as medium, with a current ratio of 1.14.
    • The company's free cash flow is negative, which may indicate that capital expenditures are outpacing operating cash flow.
    • The company's revenue is expected to increase slightly, with analysts estimating a mean revenue of 34,000,000,000 JPY for the upcoming period.
    • margin_outlook_rationale: The company's gross profit margin is expected to remain stable, driven by consistent demand for medical equipment and supplies.
    • rd_outlook_rationale: The company's research and development outlook is neutral, with no significant changes in R&D spending expected.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥491,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥18.06B
    Net cash
    -¥19.15B
    Current ratio
    1.1
    Debt / equity
    1.4
    ROA
    2.1%
    ROE
    6.0%
    Cash conversion
    273.0%
    CapEx / revenue
    -14.2%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    34,00
    Predicted surprise
    0,00
    Beat probability
    45 %
    Analysts
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-10 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate34,00
    Revenueno estimateno estimate34,0B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data
    EPS surprise
    +6,2 %
    reported vs consensus · beat
    Revenue surprise
    −2,3 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin4,8 %Below median
    Net Margin3,3 %Below median
    ROE6,0 %Above median
    Capex / Rev-14,2 %Bottom quartile
    D/E1,45Bottom quartile
    Cash Conv2,73Best in class

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • 7743.T Market data — financials · 2026-05-27
    • Seed Co Ltd Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    7743.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage