Tsumura & Co. (TSMRF)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Tsumura & Co. (TSMRF) trades at $28.15 with AI Score 54/100 (Grade B). Tsumura & Co. is a global pharmaceutical company specializing in Kampo medicines, a form of traditional Japanese herbal medicine. Market cap: $2.10B, Sector: Healthcare.
Price live · AI analysis from Mar 15, 2026Analyst Coverage for TSMRF: TSMRF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates TSMRF against Healthcare peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
TSMRF: 3/6 perspectives are bullish. Dominant signal: Ray Dalio bullish.
How is this calculated? →Tsumura & Co. (TSMRF) Healthcare & Pipeline Overview
Tsumura & Co. is a leading manufacturer of Kampo medicines, leveraging its expertise in traditional Japanese herbal medicine to serve a global market. With a strong focus on Kampo extract intermediates and granular formulations, the company maintains a solid profit margin and dividend yield within the specialty pharmaceutical sector.
What Is the Investment Thesis for TSMRF?
Tsumura & Co. presents a compelling investment case based on its established position in the Kampo medicine market and its consistent profitability. With a P/E ratio of 9.86 and a profit margin of 15.3%, the company demonstrates financial stability. A dividend yield of 3.55% offers investors an attractive income stream. Growth catalysts include increasing global interest in traditional medicine and the potential for expansion into new markets. However, potential risks include regulatory hurdles and competition from other pharmaceutical companies. The company's low beta of -0.07 suggests a relatively low correlation with the broader market, potentially offering downside protection during market downturns. Investors may want to evaluate the company's long-term growth prospects and its ability to maintain its competitive advantage in the evolving healthcare landscape.
Based on FMP financials and quantitative analysis
TSMRF Key Highlights
- Market capitalization of $2.10B reflects the company's established position in the Kampo medicine market.
- P/E ratio of 9.86 indicates a potentially undervalued stock compared to its earnings.
- Profit margin of 15.3% demonstrates efficient operations and strong pricing power.
- Gross margin of 47.6% highlights the company's ability to control costs and generate revenue from its products.
- Dividend yield of 3.55% provides an attractive income stream for investors.
Who Are TSMRF's Competitors?
TSMRF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ARSUF Fagron N.V. | $27.00 | +1.77% | $1.98B | 54 |
| CASBF CanSino Biologics Inc. | $3.97 | +52.69% | $1.39B | — |
| CHSYF China Medical System Holdings Limited | $1.57 | -0.00% | $3.80B | 53 |
| CURLF Curaleaf Holdings, Inc. | $9.60 | -6.20% | $2.54B | 53 |
| DMPHF Dermapharm Holding SE | $53.00 | +0.00% | $2.63B | 50 |
| ALVO Alvotech | $3.51 | -2.77% | $1.19B | 69 |
| AERI Aerie Pharmaceuticals, Inc. | $15.25 | +0.00% | 68 | |
| KIN Kindred Biosciences, Inc. | $9.25 | +0.11% | 68 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TSMRF's Key Strengths?
- Established brand and reputation in Kampo medicine.
- High profit margin and dividend yield.
- Expertise in traditional herbal medicine.
- Global presence and distribution network.
What Are TSMRF's Weaknesses?
- Reliance on traditional medicine market, which may have limited growth potential.
- Potential regulatory challenges in different markets.
- Competition from other pharmaceutical companies.
- Limited product diversification beyond Kampo formulations.
What Could Drive TSMRF Stock Higher?
- Increasing global interest in traditional medicine and herbal remedies.
- Potential expansion into new geographic markets, such as Europe and North America.
- Development and launch of new Kampo formulations targeting specific health conditions.
- Strengthening partnerships with healthcare providers to integrate Kampo medicine into mainstream healthcare practices.
What Are the Key Risks for TSMRF?
- Regulatory challenges and compliance requirements in different markets.
- Increased competition from other pharmaceutical companies and herbal medicine providers.
- Changing consumer preferences and healthcare trends.
- Economic downturns and market volatility.
- Risks associated with trading on the OTC Other tier, including limited financial disclosure and lower liquidity.
What Are the Growth Opportunities for TSMRF?
- Expanding into new geographic markets: Tsumura & Co. has the opportunity to expand its presence in markets with growing interest in traditional medicine, such as Europe and North America. The global herbal medicine market is projected to reach $129.3 billion by 2028, presenting a significant growth opportunity for Tsumura. Successful market entry could drive revenue growth and increase brand recognition.
- Developing new Kampo formulations: Investing in research and development to create new Kampo formulations targeting specific health conditions can drive product innovation and expand Tsumura's product portfolio. The company can leverage its expertise in traditional medicine to develop evidence-based formulations that meet the evolving needs of consumers and healthcare professionals. This could lead to increased sales and market share.
- Strengthening partnerships with healthcare providers: Collaborating with healthcare providers to integrate Kampo medicine into mainstream healthcare practices can increase awareness and acceptance of Tsumura's products. By providing education and training to healthcare professionals, Tsumura can promote the benefits of Kampo medicine and drive adoption. This strategy can enhance the company's credibility and expand its reach to a wider patient population.
- Leveraging e-commerce and digital marketing: Utilizing e-commerce platforms and digital marketing strategies can enhance Tsumura's online presence and reach a broader audience. By creating engaging content and offering convenient online purchasing options, Tsumura can attract new customers and drive online sales. The global e-commerce market is expected to continue growing, providing a significant opportunity for Tsumura to expand its online business.
- Acquiring or partnering with complementary businesses: Tsumura & Co. can explore strategic acquisitions or partnerships with companies in related fields, such as herbal supplement manufacturers or traditional medicine clinics. This can expand Tsumura's product offerings, distribution channels, and customer base. Synergies between Tsumura and its partners can create new growth opportunities and enhance the company's competitive position.
What Opportunities Does TSMRF Have?
- Expanding into new geographic markets with growing interest in traditional medicine.
- Developing new Kampo formulations targeting specific health conditions.
- Strengthening partnerships with healthcare providers.
- Leveraging e-commerce and digital marketing to reach a broader audience.
What Threats Does TSMRF Face?
- Changing consumer preferences and healthcare trends.
- Increased competition from other pharmaceutical companies and herbal medicine providers.
- Regulatory changes and compliance requirements.
- Economic downturns and market volatility.
What Are TSMRF's Competitive Advantages?
- Established brand reputation in the Kampo medicine market.
- Proprietary knowledge and expertise in Kampo formulation and manufacturing.
- Strong relationships with raw material suppliers.
- Regulatory approvals and certifications for its products.
What Does TSMRF Do?
Founded in 1893, Tsumura & Co. has evolved into a global pharmaceutical company specializing in Kampo medicines. Originating in Tokyo, Japan, the company's core business revolves around the manufacture and sale of pharmaceutical products, with a particular emphasis on Kampo extract intermediates and granular Kampo formulations. Tsumura is involved in the entire Kampo medicine value chain, from the procurement, selection, processing, and storage of raw material crude drugs to the manufacturing of Kampo powdered extracts and traditional Chinese medicines. The company's product portfolio includes a wide range of Kampo formulations addressing various health conditions. These formulations are sold as pharmaceuticals and food products. Tsumura's commitment to quality and efficacy is reflected in its rigorous manufacturing processes and adherence to regulatory standards. The company's global reach extends to various markets, where it serves healthcare professionals and consumers seeking traditional herbal remedies. Tsumura's competitive positioning is rooted in its long history and expertise in Kampo medicine. The company differentiates itself through its focus on high-quality raw materials, advanced extraction techniques, and evidence-based research to support the efficacy of its products. With a workforce of 4,138 employees, Tsumura continues to innovate and expand its offerings in the Kampo medicine space, while maintaining its commitment to traditional practices and patient well-being.
What Products and Services Does TSMRF Offer?
- Manufactures and sells pharmaceutical products worldwide.
- Offers Kampo extract intermediates.
- Provides granular Kampo formulations.
- Procures, selects, and processes raw material crude drugs.
- Manufactures Kampo powdered extracts.
- Produces traditional Chinese medicines.
- Sells pharmaceuticals and food products.
How Does TSMRF Make Money?
- Procurement and processing of raw materials for Kampo medicines.
- Manufacturing of Kampo extracts and formulations.
- Distribution and sale of pharmaceutical products through various channels.
- Research and development of new Kampo formulations.
What Industry Does TSMRF Operate In?
Tsumura & Co. operates within the specialty and generic drug manufacturing industry, which is experiencing growth driven by an aging global population and increasing demand for healthcare solutions. The market for traditional medicines, including Kampo, is expanding as consumers seek alternative and complementary therapies. The competitive landscape includes both large pharmaceutical companies and smaller specialized firms. Tsumura's focus on Kampo medicine provides a niche market position, but the company must navigate regulatory challenges and compete with other herbal medicine providers.
Who Are TSMRF's Key Customers?
- Healthcare professionals (doctors, pharmacists).
- Patients seeking traditional herbal remedies.
- Distributors and wholesalers of pharmaceutical products.
- Consumers interested in health and wellness products.
Company Profile
Tsumura & Co. operates in the Drug Manufacturers - Specialty & Generic industry within the Healthcare sector. It is headquartered in Tokyo, JP. The company is led by CEO Terukazu Kato. TSMRF has traded publicly since 2013.
How Tsumura & Co. Is Valued
Tsumura & Co. carries a market capitalization of $2.10B, placing it in the mid-cap category. Relative to its peer group, TSMRF's quantitative score of 54/100 is roughly in line with the peer average of 53/100.
ROE 9%Key Financial Metrics
Return on equity for Tsumura & Co. stands at 9.3%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 4.7%, showing how much profit it generates from its asset base. TSMRF trades at a trailing price-to-earnings ratio of 9.94, below the Healthcare sector average of ~23x. Its free cash flow yield is -2.9%, a gauge of the cash the business throws off relative to its market value. A current ratio of 4.19 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 10.1%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 4/9Financial Health
Tsumura & Co.'s Piotroski F-Score is 4/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 2.43 places it in the grey zone, a middle ground that warrants monitoring.
FY2026 estForward Outlook
Wall Street analysts project Tsumura & Co. revenue of about $196.27B for fiscal 2026, with EPS near $354.26. The estimate reflects 4 contributing analysts.
TSMRF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2026
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in Tsumura's future growth, indicating that executives believe the stock is undervalued.
- Community sentiment has been positive, with discussions highlighting Tsumura's innovative products in the pharmaceutical sector.
- Market perception is shifting favorably due to increasing demand for traditional medicine, aligning with Tsumura's offerings.
- Recent strategic partnerships have enhanced Tsumura's market position, suggesting a strong outlook for future revenue growth.
Bear Case
- Concerns over potential regulatory changes in the pharmaceutical industry may impact Tsumura's operations and profitability.
- Negative community sentiment has emerged around the company's ability to compete with larger pharmaceutical firms, raising doubts about market share.
- Recent earnings reports have shown slower growth than expected, leading to skepticism about the company's short-term performance.
- Market volatility in the healthcare sector raises uncertainty about Tsumura's stock stability, prompting caution among investors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
TSMRF Latest News
No recent news available for TSMRF.
TSMRF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for TSMRF.
Price Targets
Wall Street price target analysis for TSMRF.
TSMRF MoonshotScore
What does this score mean?
The MoonshotScore rates TSMRF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Terukazu Kato
CEO
Terukazu Kato serves as the CEO of Tsumura & Co., overseeing the company's global operations and strategic direction. His background includes extensive experience in the pharmaceutical industry, with a focus on traditional medicine and healthcare management. Kato's leadership is characterized by a commitment to innovation, quality, and patient well-being. He has played a key role in driving Tsumura's growth and expansion into new markets.
Track Record: Under Terukazu Kato's leadership, Tsumura & Co. has maintained its position as a leading manufacturer of Kampo medicines. He has overseen the development and launch of new Kampo formulations, expanded the company's global presence, and strengthened its relationships with healthcare providers. Kato's strategic decisions have contributed to Tsumura's consistent profitability and dividend yield.
TSMRF OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Tsumura & Co. may not meet the minimum financial or disclosure requirements of higher tiers like OTCQX or OTCQB. Companies in this tier may have limited financial reporting, which can make it more challenging for investors to assess their financial health and performance. Trading on the OTC Other tier typically involves higher risks compared to exchanges like the NYSE or NASDAQ due to the lack of stringent listing standards.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure may hinder accurate valuation.
- Lower liquidity can lead to price volatility and difficulty in trading shares.
- Higher risk of fraud or manipulation due to less regulatory oversight.
- Potential for delisting or suspension of trading.
- Lack of analyst coverage and institutional investor interest.
- Verify the company's registration and regulatory filings.
- Review available financial statements and assess their reliability.
- Research the company's management team and their track record.
- Evaluate the company's business model and competitive landscape.
- Assess the liquidity and trading volume of the stock.
- Understand the risks associated with investing in OTC stocks.
- Consult with a financial advisor before making any investment decisions.
- Long operating history (founded in 1893).
- Established brand reputation in the Kampo medicine market.
- Global presence and distribution network.
- Consistent profitability and dividend yield.
- CEO with experience in the pharmaceutical industry.
Common Questions About TSMRF (Healthcare)
What does Tsumura & Co. do?
Tsumura & Co. is a global pharmaceutical company specializing in Kampo medicines, a form of traditional Japanese herbal medicine. The company manufactures and sells a range of Kampo extract intermediates and granular formulations, catering to healthcare professionals and consumers seeking traditional herbal remedies. Tsumura's business model encompasses the entire Kampo medicine value chain, from raw material procurement to product distribution.
What do analysts say about TSMRF stock?
Analyst coverage for TSMRF is limited due to its OTC listing. Key valuation metrics include a P/E ratio of 9.86 and a dividend yield of 3.55%. Growth considerations include the increasing global interest in traditional medicine and the potential for expansion into new markets. Investors should carefully evaluate the risks associated with OTC trading and the company's financial disclosure practices.
What are the main risks for TSMRF?
The main risks for Tsumura & Co. include regulatory challenges in different markets, increased competition from other pharmaceutical companies, and changing consumer preferences. Additionally, the company faces risks associated with trading on the OTC Other tier, such as limited financial disclosure and lower liquidity. Investors should also consider the potential impact of economic downturns and market volatility on the company's performance.
What are the key factors to evaluate for TSMRF?
Tsumura & Co. (TSMRF) holds an AI score of 54/100 (moderate). Not financial advice.
How frequently does TSMRF data refresh on this page?
TSMRF prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven TSMRF's recent stock price performance?
Tsumura & Co. (TSMRF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Established brand and reputation in Kampo medicine. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider TSMRF overvalued or undervalued right now?
Valuing Tsumura & Co. (TSMRF) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying TSMRF?
Before investing in Tsumura & Co. (TSMRF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Limited analyst coverage for TSMRF due to its OTC listing.
- Financial data based on available public information.
- OTC analysis based on general characteristics of the OTC Other tier.