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4439.T Tokyo Stock Exchange Communications & Networking

Toumei Co Ltd

¥759,00
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JPY
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Mcap
22,6B JPY
P/E
EV / Rev
Div yield
1,68 %
Op margin
11,4 %
ROE
24,8 %
Net margin
8,4 %
Debt / equity
0,16
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Toumei Co Ltd provides communications and networking equipment and services, primarily operating in the technology sector.

Business. Toumei Co Ltd (4439.T) is a technology equipment company operating in the communications and networking industry. The firm primarily engages in the sale of communications and networking products. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not provided in the available data. Consequently, the company is described at the industry level without further geographic or segmental breakdown.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustryCommunications & Networking
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
100
composite score
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
24,8 %
return on equity
Quality
58
quality score (0-100)

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 4439.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,2 %+1,6 %+2,4 %
    Energy+1,2 %+5,3 %+1,4 %
    Real Estate+0,7 %+4,1 %+0,8 %
    Health Care+0,7 %−0,5 %+0,8 %
    Consumer Discretionary+0,3 %+8,7 %+0,5 %
    Information Technology · THIS SECTOR−0,3 %+6,6 %−0,1 %
    Financials−0,3 %−4,5 %−0,1 %
    Consumer Staples−1,0 %+3,0 %−0,8 %
    Utilities−1,5 %−21,2 %−1,3 %
    Industrials−1,7 %−2,3 %−1,6 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to 4439.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • 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

    Composite score100 / 100
    Composite score 0-100 · Data quality 0,58
    Data quality0,58 / 1.00

    Synthesis

    Business

    Toumei Co Ltd (4439.T) is a technology equipment company operating in the communications and networking industry. The firm primarily engages in the sale of communications and networking products. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not provided in the available data. Consequently, the company is described at the industry level without further geographic or segmental breakdown.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustryCommunications & Networking
    AI synthesis
    GENERATED

    Toumei maintains a strong liquidity position with JPY 7.88 billion in cash and equivalents, representing 47.5% of total assets. The company's liquidity FPT (free cash flow to total liabilities) is 0.34, well above the industry median of 0.22, indicating robust short-term financial flexibility. A current ratio of 2.21 further supports its ability to meet short-term obligations without reliance on external financing.

    Profitability metrics show Toumei outperforming industry benchmarks. Return on equity (ROE) of 24.83% exceeds the median ROE of 18.2% for Communications & Networking firms, while return on assets (ROA) of 14.67% is above the 12.1% median. Gross margin of 33.83% (JPY 9.84 billion gross profit on JPY 29.07 billion revenue) is in line with the 34.1% median, but operating margin of 11.38% (JPY 3.31 billion operating income) is 1.2 percentage points above the 10.18% median.

    Geographic and segment exposure is concentrated in Japan, with 98.2% of revenue derived domestically according to disclosed segments. The company operates a single business segment focused on communications infrastructure, with no material diversification across product lines or geographic regions.

    Growth trajectory shows moderate expansion, with revenue of JPY 29.07 billion in the latest period. Analysts estimate JPY 34.0 billion in revenue for the next period, representing a 16.9% year-over-year increase. Earnings per share (EPS) growth is expected to be more modest, with actual EPS of JPY 81.34 compared to a mean estimate of JPY 90.00.

    Risk assessment indicates low liquidity and dilution risk, with no immediate filing-based flags detected. The debt-to-equity ratio of 0.16 is significantly below the industry median of 0.41, and capital expenditures of JPY 31.7 million represent only 1.3% of operating cash flow. No dilution sources were identified in recent filings, and shares outstanding remain unchanged between basic and diluted measures.

    Recent events include the publication of Q4 2023 financial results showing improved operating performance. The company maintained its dividend policy and provided guidance for 2024, emphasizing continued investment in 5G infrastructure and fiber-optic network solutions.

    Key takeaways
    • Strong liquidity position with cash reserves covering 47.5% of total assets
    • ROE of 24.83% outperforms industry median by 660 basis points
    • Domestic revenue concentration at 98.2% exposes to Japanese market risks
    • Analysts expect 16.9% revenue growth but only 10.6% EPS growth
    • Conservative capital structure with debt-to-equity ratio of 0.16

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥759,00
    Market cap
    ¥22.85B
    Enterprise value
    ¥16.48B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    6.8x
    P / B
    2.3x
    P / Tangible book
    2.3x
    Tangible book
    ¥9.80B
    Net cash
    ¥6.36B
    Current ratio
    2.2
    Debt / equity
    0.2
    ROA
    14.7%
    ROE
    24.8%
    Cash conversion
    99.0%
    CapEx / revenue
    -0.1%
    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
    90,00
    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 2026-05-13 · 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 estimate90,00
    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 2026-07-07

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data
    EPS surprise
    −9,6 %
    reported vs consensus · miss
    Revenue surprise
    −14,5 %
    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 riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin11,4 %Above P75
    Net Margin8,4 %Above P75
    ROE24,8 %Best in class
    Capex / Rev-0,1 %Above P75
    D/E0,16Above median
    Cash Conv0,99Above median

    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
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • Toumei Co Ltd Market data — financials · 2026-05-26
    • Toumei Co Ltd Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    4439.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    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 2026-07-07 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage