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Chuetsu Pulp & Paper Co., Ltd.
(3877)
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Rating:65Neutral
Price Target:
¥2,371.00
▲(17.03% Upside)
Action:Reiterated
Date:08/17/26
The overall score reflects strong valuation (low P/E and high dividend yield) and favorable technical momentum (price above key moving averages with positive MACD). Offsetting these positives, financial performance is constrained by recent margin compression and especially weak/volatile cash generation, despite an improving leverage profile.
Positive Factors
Improved Balance Sheet
Debt reduction from about 1.13x to 0.56x equity, alongside equity growth, gives Chuetsu a stronger capital base. This should improve resilience and financing flexibility over the next several quarters, even though returns on that capital remain modest.
Negative Factors
Margin Compression
Gross margin fell from about 16.4% in 2024 to 13.4% in 2026, while EBITDA margin declined from 10.4% to 8.1%. Persistent compression would limit earnings conversion and reduce the benefit of any sales recovery.
Read all positive and negative factors
Positive Factors
Negative Factors
Improved Balance Sheet
Debt reduction from about 1.13x to 0.56x equity, alongside equity growth, gives Chuetsu a stronger capital base. This should improve resilience and financing flexibility over the next several quarters, even though returns on that capital remain modest.
Read all positive factors
Chuetsu Pulp & Paper Co., Ltd. (3877) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥30.16B
Dividend Yield4.02%
Average Volume (3M)34.67K
Price to Earnings (P/E)9.4
Beta (1Y)0.60
Revenue Growth0.40%
EPS Growth167.42%
CountryJP
Employees1,273
SectorBasic Materials
Sector Strength58
IndustryPaper, Lumber & Forest Products
Share Statistics
EPS (TTM)239.27
Shares Outstanding13,354,688
10 Day Avg. Volume25,520
30 Day Avg. Volume34,670
Financial Highlights & Ratios
PEG Ratio0.22
Price to Book (P/B)0.39
Price to Sales (P/S)0.21
P/FCF Ratio888.32
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Chuetsu Pulp & Paper Co., Ltd. Business Overview & Revenue Model
Company Description
Chuetsu Pulp & Paper Co., Ltd. is primarily focused on the creation, transformation, and distribution of pulp, paper, and associated derivative products. Its offerings include a diverse range of paper grades for printing, information, packaging, a...
How the Company Makes Money
Chuetsu Pulp & Paper primarily makes money by manufacturing and selling paper products and related materials to customers (typically through business-to-business channels). Revenue is generated from (1) product sales of paper/paperboard-type outpu...
Chuetsu Pulp & Paper Co., Ltd. Financial Statement Overview
Summary
Income Statement
54
Neutral
Balance Sheet
63
Positive
Cash Flow
38
Negative
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 111.78B | 110.39B | 111.01B | 107.83B | 105.67B | 90.10B |
| Gross Profit | 15.60B | 14.74B | 17.15B | 17.70B | 14.64B | 13.92B |
| EBITDA | 9.37B | 8.89B | 11.01B | 12.10B | 8.42B | 8.62B |
| Net Income | 3.01B | 2.44B | 1.76B | 3.70B | 3.05B | 1.27B |
Balance Sheet | ||||||
| Total Assets | 117.08B | 119.09B | 122.67B | 129.57B | 123.11B | 122.03B |
| Cash, Cash Equivalents and Short-Term Investments | 3.12B | 4.88B | 9.01B | 10.67B | 8.11B | 14.86B |
| Total Debt | 32.32B | 33.35B | 37.19B | 41.69B | 44.01B | 47.85B |
| Total Liabilities | 56.54B | 59.13B | 66.72B | 73.96B | 71.48B | 73.41B |
| Stockholders Equity | 60.53B | 59.95B | 56.89B | 55.60B | 51.62B | 48.59B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 26.00M | 4.00B | 5.53B | -3.32B | 4.44B |
| Operating Cash Flow | 0.00 | 4.67B | 10.36B | 13.56B | 2.66B | 8.26B |
| Investing Cash Flow | 0.00 | -4.00B | -6.01B | -7.91B | -5.12B | -3.15B |
| Financing Cash Flow | 0.00 | -4.79B | -6.01B | -3.10B | -4.79B | -5.89B |
Chuetsu Pulp & Paper Co., Ltd. Technical Analysis
Positive
2026.00
Price Trends
2111.44
Positive
2035.44
Positive
1963.68
Positive
Market Momentum
43.02
Negative
70.15
Negative
72.51
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3877, the sentiment is Positive. The current price of 2026 is below the 20-day moving average (MA) of 2183.50, below the 50-day MA of 2111.44, and above the 200-day MA of 1963.68, indicating a bullish trend. The MACD of 43.02 indicates Negative momentum. The RSI at 70.15 is Negative, neither overbought nor oversold. The STOCH value of 72.51 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:3877.
Chuetsu Pulp & Paper Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
68 Neutral | ¥81.51B | 16.49 | ― | 2.67% | -0.03% | 30.67% | |
65 Neutral | ¥30.16B | 9.36 | ― | 3.72% | 0.40% | 167.42% | |
64 Neutral | ¥139.48B | 26.22 | ― | 3.19% | 9.61% | -3.44% | |
62 Neutral | ¥159.09B | 16.90 | 2.43% | 0.99% | 2.22% | 27.47% | |
62 Neutral | ¥747.33B | 12.37 | 5.27% | 4.08% | 0.22% | 208.36% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
52 Neutral | ¥164.38B | 20.34 | 3.83% | 1.53% | 1.33% | ― |
* Basic Materials Sector Average
JP:3877
Chuetsu Pulp & Paper Co., Ltd.
2,239.00
598.79
36.51%
JP:3863
Nippon Paper
1,405.00
214.17
17.99%
JP:3861
Oji Holdings
876.60
107.70
14.01%
JP:3880
Daio Paper Corporation
985.00
131.32
15.38%
JP:3708
Tokushu Tokai Paper Co., Ltd.
2,187.00
821.09
60.11%
JP:8032
Japan Pulp and Paper Co. Ltd.
1,215.00
543.44
80.92%
Chuetsu Pulp & Paper Co., Ltd. Corporate Events
Chuetsu Pulp & Paper Outlines Fiscal 2026 Q1 Consolidated Results
Aug 6, 2026
Chuetsu Pulp Paper Co., Ltd. reported its consolidated financial results for the first quarter of fiscal 2026, detailing sales and operating profit by segment and a breakdown of changes in consolidated operating profit. The company emphasized tha...
Chuetsu Pulp & Paper Returns to Profit and Lifts Dividend Outlook
Aug 6, 2026
Chuetsu Pulp Paper reported consolidated net sales of ¥28.1 billion for the three months ended June 30, 2026, up 5.2% year on year, with operating profit rebounding to ¥500 million from a loss a year earlier and profit attributable to o...
Chuetsu Pulp & Paper to Grant Restricted Stock from Treasury Shares
Jul 23, 2026
Chuetsu Pulp Paper has approved the disposal of 11,207 treasury shares as restricted stock compensation to three directors, seven executive officers and two advisors, valued at about ¥24.3 million. The shares, priced at ¥2,170 each, are...
Chuetsu Pulp & Paper Details Ties and Transactions with Oji Group Affiliate
Jun 29, 2026
Chuetsu Pulp Paper has disclosed details of its relationship with Oji Holdings Corporation, which holds 22.2% of its voting rights and is classified as an “other affiliated company.” While the two companies maintain a cooperative rela...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.