¥5,242-1.6%
6-month dailyInvestment Thesis
Nuclear coolant pump supplier since 1973. NuScale SMR steam compressor partnership (Mar 2026). Large-cap diversified but nuclear is a growing catalyst.
Risk
PE 30.9x after +165% run — valuation stretched. Nuclear is only ~5-8% of revenue. Primarily a semiconductor equipment play (46% of revenue). Cycle risk.
Monitoring Trigger
NuScale TVA construction progress. New pump orders.
Key Metrics
30.9
PE
25.4
Fwd PE
4.49
P/B
15.8%
ROE
12.1%
Op Margin
43%
D/E
1.34%
Div Yield
-¥51.5B (capex)
FCF
¥2.34T
Mkt Cap
Supply Chain Evidence
| Evidence | Customer | Product | Detail |
|---|---|---|---|
| confirmed | NuScale Power | Steam compressor for SMR | Partnership announced Mar 2026 |