Kurita Water Industries makes industrial water treatment chemicals, process water systems and ultrapure water equipment, selling mainly into power generation, semiconductors, refining and food processing. Its moat rests on installed base: once its chemical programs and monitoring systems are embedded in a plant, switching is costly and recurring consumables revenue follows. Revenue growth of 14.3% and a 37.5% gross margin point to demand that is strengthening, not just holding, with ultrapure water for chip fabs and tightening effluent rules adding to the pull. Trading at 17.3 times trailing earnings and 21.0 times forward, the market is pricing some margin pressure against that growth, and an operating margin of 14.3% with a 13.5% ROE gives a clear base for a deeper look at whether the forward multiple reflects the earnings path.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | ¥7400 | first publication | ¥7055 |
Answered from Kurita Water Industries Ltd. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 6370.T Kurita Water Industries Ltd. | ¥6889.00 | - | - | 16.9x | 13.5% | 61 | 64 |
| 6368.T Organo Corporation | ¥2263.00 | - | - | 19.4x | 21.6% | 80 | 55 |
| CECO CECO Environmental Corp. Common Stock | $49.08 | $45 | 9% above | - | -2.4% | 44 | 41 |
| ZWS Zurn Elkay Water Solutions Corporation Common Stock | $48.55 | $22 | 119% above | 30.2x | 16.9% | 79 | 65 |
| MTRS.ST Munters Group AB (publ) | kr 131.45 | kr 90 | 47% above | 48.7x | 9.9% | 46 | 49 |
| 7004.T Kanadevia Corporation | ¥1029.00 | - | - | 11.8x | 7.8% | 43 | 56 |
| GVS.MI GVS S.p.A. | €5.26 | - | - | 23.9x | 9.3% | 67 | 64 |
Where 6370.T ranks against its sector peers on each metric.