Under the Medium Term Plan 2028, Sumitomo Electric Industries, or SEI, aims to leverage groupwide integration to capture cross-business synergies. It sees three key business domains as crucial: energy, info-communications, and mobility, with JPY 1 trillion in sales growth targeted from these domains.
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) | 18.64 | 40.51 | 93.30 |
Price/Book Value | 2.60 | 5.08 | 6.59 |
Price/Sales | 1.39 | 1.68 | 2.09 |
Price/Cash Flow | 13.76 | 19.62 | 39.84 |
|
Metric
|
5802
|
PRY
|
5801
|
|---|---|---|---|
Quick Ratio | 0.77 | 0.77 | 0.76 |
Current Ratio | 1.67 | 1.25 | 1.35 |
Interest Coverage | 24.41 | 9.77 | 14.79 |
|
Metric
|
5802
|
PRY
|
5801
|
|---|---|---|---|
Return on Assets (Normalized) | 9.92% | 7.28% | 9.48% |
Return on Equity (Normalized) | 18.58% | 22.99% | 25.78% |
Return on Invested Capital (Normalized) | 14.04% | 13.61% | 13.90% |
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1-Day Chart
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