Seibu Holdings is the Tokyo-area rail and real estate conglomerate behind the Seibu Ikebukuro and Seibu Seibu railway lines, the Prince Hotels chain, and a retail and leisure portfolio anchored by Seibu department stores and Prince Hotel resorts. Its moat is the captive customer base that comes with owning the commuter rail, the station-side retail, and the hotels that serve the same catchment, which lets it cross-sell across segments in a way few peers can. The near-term driver is the post-pandemic recovery in travel, hospitality and retail traffic, with revenue growing 16.7% and an operating margin of 16.9%, both of which point to demand returning faster than costs. The valuation is the question: a trailing P/E of 21.4 rising to a forward P/E of 25.2 implies earnings are expected to dip, not grow, so the thesis rests on whether the top-line momentum converts into profit. ROE of 7.5% is modest for a business of this size, which is the number to test first in any deeper look.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | ¥3400 | first publication | ¥3548 |
Answered from Seibu Holdings Inc. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 9024.T Seibu Holdings Inc. | ¥3558.00 | - | - | 21.4x | 7.5% | 54 | 54 |
| 4204.T Sekisui Chemical Co., Ltd. | ¥2573.00 | - | - | 14.2x | 9.0% | 56 | 56 |
| 9042.T Hankyu Hanshin Holdings, Inc. | ¥4610.00 | - | - | 13.4x | 7.3% | 46 | 61 |
| 2768.T Sojitz Corporation | ¥5280.00 | - | - | 9.8x | 10.7% | 39 | 63 |
| SRF.NS SRF Limited | ₹2330.60 | - | - | 31.7x | 16.0% | 80 | 63 |
| 5201.T AGC Inc. | ¥5480.00 | - | - | 12.8x | 6.1% | 48 | 60 |
| GRUPOARGOS.CL Grupo Argos ordinary | COP 20760.00 | - | - | 70.4x | 2.9% | 61 | 69 |
Where 9024.T ranks against its sector peers on each metric.