DWAHY(DWAHY)

$29.07—Stale · unknown old

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DWAHY(DWAHY)

OTC • Last print unknown ago

$29.07—Stale · unknown old

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DWAHY(DWAHY)

DWAHY

9/19/26

Daiwa House Industry (DWAHY)

Saturday

1:52 AM

ThesisRecent trends in urban housing demand and strategic partnerships are expected to enhance revenue growth, offsetting concerns about rising construction costs.

Revenue Outlook

Metric	FY2026	FY2027E	FY2028E
Revenue	$5.91T	$6.04T	$6.32T
Rev. Growth	+8.8%	+2.2%	+4.7%
EPS	$600.77	$450.33	$523.46
EPS Growth	+16.9%	-25.0%	+16.2%
P/E (fwd)	0.0×	0.1×	0.1×

★ Analysts see FY2028 revenue reaching $6.32T — +4.7% growth in a single year.

What’s Driving the Stock

01Daiwa House's residential sales in urban areas have outperformed expectations, with a 12% increase in unit sales year-to-date.
02The company has secured a new partnership with a major logistics firm, expected to boost logistics revenue by 20% over the next two years.
03Recent government initiatives to stimulate housing demand could lead to increased sales in the next fiscal year.
04Urbanization trends driving residential demand
05Logistics sector growth due to e-commerce expansion
06Changes in housing demand in urban areas of Japan
07Fluctuations in construction costs, particularly materials and labor
08Government policies impacting real estate development and housing subsidies

FY2026 Snapshot

Revenue: $5.91T
Rev. Growth: +8.8%
Gross Margin: 21.9%
Op. Margin: 11.0%
Net Margin: 6.3%
Net Income: $371.7B
NI Growth: +14.4%
EPS: $600.77
1Y Return: -19.7%

DWAHY Chart

My Notes

"Management noted, 'Our urban residential sales are on track to exceed targets, driven by strong demand and strategic partnerships.'"
Moat: Daiwa House's established brand and extensive land holdings provide a durable competitive advantage in the Japanese real estate market.
value - the low price-to-sales ratio of 0.5x suggests potential undervaluation relative to peers.
Rising interest rates increase financing costs for new developments and can dampen housing demand, negatively impacting sales and margins.
Watch on earnings: Housing starts in Japan, 30-Year Fixed Mortgage Rate (MORTGAGE30US), Consumer sentiment (UMCSENT).

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $6.04T to $6.32T as daiwa house's residential sales in urban areas have outperformed expectations.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2026

FY2027E

FY2028E

P/E (fwd)

0.0×

0.1×

What’s Driving the Stock

01Daiwa House's residential sales in urban areas have outperformed expectations, with a 12% increase in unit sales year-to-date.

02The company has secured a new partnership with a major logistics firm, expected to boost logistics revenue by 20% over the next two years.

03Recent government initiatives to stimulate housing demand could lead to increased sales in the next fiscal year.

04Urbanization trends driving residential demand

05Logistics sector growth due to e-commerce expansion

06Changes in housing demand in urban areas of Japan

07Fluctuations in construction costs, particularly materials and labor

08Government policies impacting real estate development and housing subsidies

My Notes

"Management noted, 'Our urban residential sales are on track to exceed targets, driven by strong demand and strategic partnerships.'"

Moat: Daiwa House's established brand and extensive land holdings provide a durable competitive advantage in the Japanese real estate market.

value - the low price-to-sales ratio of 0.5x suggests potential undervaluation relative to peers.

Rising interest rates increase financing costs for new developments and can dampen housing demand, negatively impacting sales and margins.

Watch on earnings: Housing starts in Japan, 30-Year Fixed Mortgage Rate (MORTGAGE30US), Consumer sentiment (UMCSENT).