We initiate coverage on diversified wire and cable company Sumitomo Electric Industries, or SEI. It is a leading indium phosphide (InP) substrate producer, which is essential for high-speed optical communication. SEI is also a top-tier player for automotive harnesses and submarine HVDC cables.
Info-communications is a genuine structural growth driver on hyperscale data center demand, supported by aggressive, already-committed capacity expansion.
Data center/AI capex is now a major swing factor for group profits, and a slowdown in hyperscaler spending or share loss to competitors would hit the highest-growth, highest-multiple segment disproportionately.
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Metric
|
5802
|
PRY
|
5801
|
|---|---|---|---|
Price/Earnings (Normalized) | 20.05 | 41.05 | 211.50 |
Price/Book Value | 2.61 | 5.14 | 6.62 |
Price/Sales | 1.45 | 1.71 | 2.22 |
Price/Cash Flow | 13.81 | 19.89 | 39.99 |
|
Metric
|
5802
|
PRY
|
5801
|
|---|---|---|---|
Quick Ratio | 0.88 | 0.77 | 0.79 |
Current Ratio | 1.80 | 1.25 | 1.39 |
Interest Coverage | 22.13 | 9.77 | 12.54 |
|
Metric
|
5802
|
PRY
|
5801
|
|---|---|---|---|
Return on Assets (Normalized) | — | 7.28% | — |
Return on Equity (Normalized) | — | 22.99% | — |
Return on Invested Capital (Normalized) | — | 13.61% | — |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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Market Cap
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|---|---|---|---|---|---|---|
| O'Reilly Automotive Inc
ORLY
| LOCK|&&!&^vF | LOCK|<@ | $69B | |||
| Sumitomo Electric Industries Ltd ADR
SMTOY
| — | LOCK|p^?? | $48B | |||
| AutoZone Inc
AZO
| LOCK|&%?N@&@# | LOCK|k% | $45B | |||
| Magna International Inc
MGA
| LOCK|&HZ@p$$ | LOCK|@nR | $17B | |||
| BorgWarner Inc
BWA
| LOCK|c!T<l! | LOCK|^!%! | $12B | |||
| Aurora Innovation Inc Class A
AUR
| LOCK|trqX$w | LOCK|HQ> | $11B | |||
| Allison Transmission Holdings Inc
ALSN
| LOCK|>vSGV? | LOCK|fm$& | $10B | |||
| Lear Corp
LEA
| LOCK|sn?@&! | LOCK|RHYs | $6B | |||
| Gentex Corp
GNTX
| LOCK|>LyN!b$ | LOCK|!Z%#G | $5B | |||
| Adient PLC
ADNT
| LOCK|<!!lGFy | LOCK|<$Fs | $1B |
United States