TACHI-S Co (TCISF) Fair Value & Analysis

Consumer Cyclical · US · Market cap $526M

A solid business, but screening 29% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case ($13.74). The favourable scenario is already priced in.
• Solid but not exceptional quality (51/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year. As of Jul 24, 2026.

How to read this chart

60‑month range $5.52 – $15.34 · fair‑value band $8.31 – $13.74 · the $15.34 price screens above the $10.84 fair value. As of Jul 24, 2026.

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Analysis

TACHI-S Co (TCISF) currently trades at $15.34, while our model-based Fair Value estimate is $10.84, implying the stock looks roughly 29.3% overvalued today. The Quality Score stands at 51/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, TACHI-S Co generated revenue of $269B at a net margin of 3.5%. Revenue grew 10.4% year over year. It earns a return on equity of 9.5%. The balance sheet holds a net cash position of $39.5B. Fundamentals as of Jul 24, 2026

Our scenario range runs from $8.31 (bear case) to $13.74 (bull case); at $15.34, the current price sits above 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 near its 52-week high and 25% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -44% fair-value upside, at -29%, TCISF 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.

Widest divergence: Multiples ($36.64) versus Asset-Based ($13.37). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

TACHI-S Co., Ltd., together with its subsidiaries, manufactures and sells automotive seats and seat parts in Japan, the United States, Mexico, rest of North America, Central and South America, Southeast Asia, China, Europe, and internationally.

Full company description

TACHI-S Co., Ltd., together with its subsidiaries, manufactures and sells automotive seats and seat parts in Japan, the United States, Mexico, rest of North America, Central and South America, Southeast Asia, China, Europe, and internationally. The company offers seats for various cars, such as luxury brand cars, sports cars, mini cars, and commercial vehicles. It also provides mechanical parts comprising seat tracks, height adjusters, round recliners, side frames, and latches; trim covers, such as seat, armrest, and headrest covers; parts and medical-related products; and special vehicles. The company was formerly known as Tachikawa Spring Co., Ltd. and changed its name to TACHI-S Co., Ltd. in April 1986. TACHI-S Co., Ltd. was incorporated in 1954 and is headquartered in Ome, Japan.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

TACHI-S Co reported revenue of $271B in FY2026 versus $206B in FY2022, a compound +7.0%/yr. Reported net income was $9.4B in FY2026.

TCISF screens 29% overvalued. Compare with Hyundai Mobis Co →

Peer Group

Auto Parts · 642 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 Auto Parts 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.

VALUE 0: the price sits above our fair-value range.

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.

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Frequently asked questions

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.