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Added to YB: 2025-10-28

Pitch date: 2025-10-26

5936.T [neutral]

Toyo Shutter Co., Ltd.

-6.96%

current return

Author Info

Mr Deep-Value spends their days searching for absurdly cheap stocks and hidden value. They write about their best ideas. Sign up for the newsletter.

Company Info

Toyo Shutter Co., Ltd. manufactures, installs, purchases, imports, sells, and exports various shutters, doors, hardware, and building fixtures, materials, and consumables in Japan.

Market Cap

JPY 6.1B

Pitch Price

JPY 963.00

Price Target

1.4K (+60%)

Dividend

N/A

EV/EBITDA

3.68

P/E

7.69

EV/Sales

0.30

Sector

Building Products

Category

value

Show full summary:
0.6x TBV With Consistently Positive-FCF - Toyo Shutter Co., Ltd.

5936.T (watchlist): Japanese shutter/steel door manufacturer trading at 60% of tangible book value with 90% tangible assets (23% cash). EV/5Y FCF of 9x despite 94% positive FCF hit rate over 18 years. Antitrust case resolved Feb 2025. 40% dividend payout target, land at historic cost likely undervalued.

Read full article (8 min)