Obermatt

Tsumura

TYO:4540 · JP3535800001
PharmaceuticalsLarge

360

47
EV / EBIT67
Price / Owner Earnings22
Owner Earnings Yield57
Dividend Yield100
Price/Sales59
EV / Gross Profit77
Price/Book92
Return on Capital57
Cash Return on Capital46
Return on Equity58
EBIT Margin67
Gross Profitability27
Cash Conversion16
Accruals22
Owner Earnings Margin39
Sales growth66
Profit Growth39
Long-Term EPS Growth29
Owner Earnings Growth47
Reinvestment98
Price momentum82
Debt load47
Refinancing76
Debt Payback29
Liquidity86
Analyst ratings18
Opinion Changes50
Price Target Upside6
Market mood79
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Tsumura clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryJapan
IndustryPharmaceuticals
SizeLarge
TypePublic Company
ExchangeTSE
Founded1936
Employees18
ISINJP3535800001
Last UpdateApr 2, 2026
Index & Theme
Pain ManagementInflammationWomen's HealthObesityNutraceuticalGastroenterology

Description

Analysis

Middle-of-the-road

Tsumura & Co. is a middle-of-the-road business: neither the economics nor the price stand out from the peer group. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is expensive. You pay 30.9× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone.

The trajectory is moderate and the balance sheet is adequate. The company scores 8/20 on our value-creation score: creating some value. Analyst sentiment is cautious.

What to watch: Some accounting patterns deserve a closer look. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
100
2023202420252026

All-time high

100

Jun 2026

All-time low

60

Jan 2024

Average rank

83

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
59
56
76
67
Price/Earnings
75
86
83
75
Price/Book
92
71
93
76
Dividend Yield
100
77
69
66
Value (overall)
98
82
94
71

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →