Sekisui House, Ltd (SKHSY) Fair Value & Analysis
Consumer Cyclical · US · Market cap $12.9B
Sekisui House, Ltd
SKHSY · US
Fair value as of: Jul 18, 2026
From 24 valuation models · updated 23 days ago
Share price +1.9% over the past month.
A solid business, screening 62% undervalued on our models.
What matters now
- Solid quality (53/100) at a price below fair value, the discount is the argument here, not the business quality.
- A fairly wide model range ($19.31 to $49.20) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.
How to read this chart
60‑month range $13.28 – $26.64 · fair‑value band $19.31 – $49.20 · the $21.85 price screens below the $35.50 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.
Analysis
Sekisui House, Ltd (SKHSY) currently trades at $21.85, while our model-based Fair Value estimate is $35.50, implying the stock looks roughly 62.5% undervalued today. The Quality Score stands at 53/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, Sekisui House, Ltd generated revenue of $4.2T at a net margin of 6.1%. Revenue grew 1.7% year over year. It earns a return on equity of 12.6%. Net debt stands at $1.4T. Fundamentals as of Jul 18, 2026
Our scenario range runs from $19.31 (bear case) to $49.20 (bull case); at $21.85, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 15% below its 52-week high and 13% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 44% fair-value upside, at 62%, SKHSY screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 24 models by family
Widest divergence: Growth Earnings ($49.57) versus Asset-Based ($15.36). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 52 · Market factors (momentum, volatility) 56
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Sekisui House, Ltd. designs, constructs, and contracts built-to-order detached houses in Japan and internationally. It operates through Detached Houses, Rental Housing and Commercial Buildings, Architectural/Civil Engineering, Rental Housing Management, Remodeling, Development, and Overseas segments.
Full company description
Sekisui House, Ltd. designs, constructs, and contracts built-to-order detached houses in Japan and internationally. It operates through Detached Houses, Rental Housing and Commercial Buildings, Architectural/Civil Engineering, Rental Housing Management, Remodeling, Development, and Overseas segments. It also engages in the design, construction, contracting, and sale of rental housing, office buildings, commercial buildings, and other properties; design, construction, and contracting of civil engineering works; leasing and management operations for rental housing and other buildings; remodeling of detached houses, rental housing, and other buildings; real estate and brokerage; development, sale, and management of condominiums; development, management, and operation of office buildings, hotels, and rental condominiums; and development and sale of residential lands. In addition, it is involved in carpenter, plastering, concrete, roofing, electrical, piping, tiles, bricks and blocks, steel structure, reinforcing, paving, sheet metal, glass, painting, waterproofing, installation works, heat insulation, water facility and firefighting equipment work; management consulting; purchase and sale of furniture, interior decoration, household electric appliances, housing and medical equipment, and daily sundry goods; land measurement and geological survey; manufacture and sale of construction materials; collection, transportation, disposal, and recycling of waste; development and leasing of computer software and information processing systems; operated home for elderly and other facilities, facilities, sporting facilities, training institutes, trucking, warehousing, and security services; money lending, debt guarantees, and leasing of movable property; asset management of marketable securities; advertising and non-life insurance agent; and administration of welfare and career development facilities. The company was incorporated in 1929 and is headquartered in Kita, Japan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Sekisui House, Ltd reported revenue of $4.3T in FY2026 versus $2.6T in FY2022, a compound +13.8%/yr. Reported net income was $240B in FY2026, compounding +11.8%/yr from FY2022.
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Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Sekisui House (TSE:1928) Valuation Check After Strong First Quarter Earnings And Profitability Improvement
- Sekisui House reports Q2 results
Peer Group
Residential Construction · 65 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Residential Construction median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Residential Construction stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| D.R. Horton, Inc DHI | $149.39 | $214.93 | +44% |
| PulteGroup, Inc PHM | $124.75 | $193.56 | +55% |
| Lennar Corporation LEN | $83.89 | $146.58 | +75% |
| NVR, Inc NVR | $6,479 | $7,821 | +21% |
| Toll Brothers, Inc TOL | $150.76 | $225.76 | +50% |
| Taylor Morrison Home Corporation TMHC | $72.13 | $144.47 | +100% |
| Installed Building Products, Inc IBP | $228.65 | $209.51 | -8% |
| Meritage Homes Corporation MTH | $73.83 | $104.26 | +41% |
| Champion Homes, Inc SKY | $82.70 | $75.12 | -9% |
| Cavco Industries, Inc CVCO | $569.16 | $421.10 | -26% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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