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Ohmura Shigyo Co., Ltd. (JP:3953)
:3953
Japanese Market
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Ohmura Shigyo Co., Ltd. (3953) AI Stock Analysis

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JP:3953

Ohmura Shigyo Co., Ltd.

(3953)

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Neutral 65 (OpenAI - 5.2)
Rating:65Neutral
Price Target:
¥856.00
▲(8.49% Upside)
Action:Reiterated
Date:08/17/26
The score is primarily held back by weak cash-flow quality (negative operating and free cash flow in 2025–2026) and the sharp 2026 revenue decline, despite improved margins. Offsetting these risks are a very conservatively financed balance sheet and an attractive valuation (low P/E and ~3.77% dividend yield). Technicals are moderately positive with the price above key moving averages, but elevated Stochastic suggests limited near-term momentum headroom.
Positive Factors
Conservative Balance Sheet
Very low leverage limits financial risk and interest burden while preserving flexibility. The sizable equity base provides resilience during operating weakness and may allow the company to fund needs without relying heavily on additional debt.
Negative Factors
Sharp Revenue Decline
The sharp annual revenue contraction signals substantial demand volatility and weak near-term visibility. A smaller revenue base can reduce operating leverage, pressure fixed-cost absorption, and make the recent profitability rebound harder to sustain.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative Balance Sheet
Very low leverage limits financial risk and interest burden while preserving flexibility. The sizable equity base provides resilience during operating weakness and may allow the company to fund needs without relying heavily on additional debt.
Read all positive factors

Ohmura Shigyo Co., Ltd. (3953) vs. iShares MSCI Japan ETF (EWJ)

Ohmura Shigyo Co., Ltd. Business Overview & Revenue Model

Company Description
Ohmura Shigyo Co.,Ltd., founded in Chigasaki, Japan in 1965, is a Japanese enterprise that specializes in the production and distribution of a variety of cardboard-based goods. Its product line includes corrugated sheets, packaging cases, speciali...

Ohmura Shigyo Co., Ltd. Financial Statement Overview

Summary
Profitability rebounded in the latest annual period (net margin ~6.1% and EBIT margin ~5.9%), and the balance sheet is a major strength with very low leverage (debt-to-equity ~5.2%). However, revenue fell sharply in 2026 (-38.2%), and cash-flow quality is a key risk with operating and free cash flow negative in both 2025 and 2026, undermining the sustainability of the earnings recovery.
Income Statement
54
Neutral
Balance Sheet
78
Positive
Cash Flow
33
Negative
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue6.00B5.95B5.94B5.74B5.42B4.98B
Gross Profit1.70B1.59B1.50B1.51B1.38B1.35B
EBITDA621.32M528.40M481.53M546.72M446.84M429.29M
Net Income402.83M365.96M-109.79M248.58M26.29M130.26M
Balance Sheet
Total Assets6.69B6.57B6.89B7.76B7.28B7.76B
Cash, Cash Equivalents and Short-Term Investments2.39B2.31B2.76B3.15B2.81B3.46B
Total Debt181.52M264.16M227.05M277.94M106.07M126.64M
Total Liabilities1.57B1.46B2.01B2.67B2.43B2.22B
Stockholders Equity5.13B5.10B4.88B5.09B4.85B5.55B
Cash Flow
Free Cash Flow0.00-209.50M-223.41M416.95M89.69M145.76M
Operating Cash Flow0.00-93.84M-148.54M633.87M318.98M328.34M
Investing Cash Flow0.00-114.06M-82.62M-213.83M-225.74M-177.84M
Financing Cash Flow0.00-239.97M-157.21M-79.13M-746.24M-67.54M

Ohmura Shigyo Co., Ltd. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price789.00
Price Trends
50DMA
777.12
Positive
100DMA
768.94
Positive
200DMA
774.06
Positive
Market Momentum
MACD
5.03
Positive
RSI
60.20
Neutral
STOCH
72.47
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3953, the sentiment is Positive. The current price of 789 is below the 20-day moving average (MA) of 793.30, above the 50-day MA of 777.12, and above the 200-day MA of 774.06, indicating a bullish trend. The MACD of 5.03 indicates Positive momentum. The RSI at 60.20 is Neutral, neither overbought nor oversold. The STOCH value of 72.47 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:3953.

Ohmura Shigyo Co., Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
80
Outperform
¥180.13B8.2813.57%2.68%3.89%67.10%
78
Outperform
¥88.49B14.876.64%3.57%-1.12%
76
Outperform
¥14.32B9.581.20%2.39%21.14%
73
Outperform
¥606.39B12.618.24%3.18%6.21%108.07%
65
Neutral
¥2.78B7.116.31%0.39%
65
Neutral
¥19.43B10.774.39%2.69%15.76%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:3953
Ohmura Shigyo Co., Ltd.
804.00
20.11
2.57%
JP:7864
Fuji Seal International
3,305.00
483.25
17.13%
JP:5901
Toyo Seikan Group Holdings
4,506.00
1,030.78
29.66%
JP:3950
Pack Corporation
1,498.00
350.05
30.49%
JP:3951
Asahi Printing Co., Ltd.
903.00
36.74
4.24%
JP:3954
SHOWA PAXXS CORP.
3,225.00
677.67
26.60%
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.Date of analysis: Aug 17, 2026