Saibu Gas Holdings Co., Ltd. — Cyborg Score 6/10

Solid
Gas Utilities / Regional Energy Distribution

Strategic Profile

Founded in 1902 and headquartered in Fukuoka City, Japan, Saibu Gas operates a mature, dividend-focused business model in Japan's regional energy sector. The company is trading below fair value by more than 20% and offers good value based on its Price-To-Earnings Ratio (9.1x) compared to the peer average (9.9x).

Cyborg Score Rationale

The company has grown earnings per share at 19% per year over the past five years, demonstrating solid operational performance. With a dividend of ¥35.00 per share and yield of 3.6% based on this payment which is still above the industry average, it appeals to income investors. However, analyst coverage is limited and regional concentration poses growth constraints.

Top Insights

  • Trading significantly below fair value by more than 20%
  • 19% per annum EPS growth over five years with low payout ratio indicates strong reinvestment and dividend growth potential
  • Regional focus on Northern Kyushu provides stable customer base across Fukuoka, Saga, Nagasaki, and Kumamoto
  • Limited analyst coverage with only 2 analysts following the stock

Named Competitors

  • Regional Gas Distribution — Japan's largest gas utility
  • Regional Gas Distribution — Major gas provider in Western Japan
  • Energy Solutions — Local energy service competitors

Recent Developments

  • (September 2025) Affirmed dividend payment of ¥35.00 per share with 3.6% yield above industry average
  • (2024) Revenue of ¥254.44 billion with earnings of ¥6.36 billion representing 3.36% growth
  • (April 2021) Changed corporate name from Saibu Gas Co., Ltd. to Saibu Gas Holdings Co., Ltd.

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