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Toyo Seikan Group Holdings
(5901)
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Rating:75Outperform
Price Target:
¥5,004.00
▲(10.88% Upside)
Action:Reiterated
Date:08/22/26
The score is driven primarily by improved financial performance (strong rebound in profitability and recovered cash generation, supported by a sound balance sheet), tempered by historical earnings and cash-flow volatility and modest ROE in several years. Technicals add support due to a clear uptrend and positive momentum indicators, while valuation further helps with a moderate P/E and a near-3% dividend yield.
Positive Factors
Profitability rebound and renewed revenue growth
The return to revenue growth alongside a sharp EBIT and net income recovery indicates improved operating execution. Sustaining better pricing, mix, or cost control could strengthen earnings capacity over the next several quarters.
Negative Factors
Historically volatile earnings
The wide earnings variation shows that profitability is not yet consistently durable. Exposure to metal and resin costs, pricing execution, product mix, and operating conditions could continue to cause material swings in results.
Read all positive and negative factors
Positive Factors
Negative Factors
Profitability rebound and renewed revenue growth
The return to revenue growth alongside a sharp EBIT and net income recovery indicates improved operating execution. Sustaining better pricing, mix, or cost control could strengthen earnings capacity over the next several quarters.
Read all positive factors
Toyo Seikan Group Holdings (5901) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥609.62B
Dividend Yield2.93%
Average Volume (3M)252.44K
Price to Earnings (P/E)12.6
Beta (1Y)0.59
Revenue Growth6.21%
EPS Growth108.07%
CountryJP
Employees19,067
SectorGeneral
Sector StrengthN/A
IndustryPackaging & Containers
Share Statistics
EPS (TTM)357.28
Shares Outstanding153,162,160
10 Day Avg. Volume288,240
30 Day Avg. Volume252,443
Financial Highlights & Ratios
PEG Ratio0.06
Price to Book (P/B)0.77
Price to Sales (P/S)0.56
P/FCF Ratio12.71
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)211.6
Revenue Forecast (FY)¥932.40B
Toyo Seikan Group Holdings Business Overview & Revenue Model
Company Description
Toyo Seikan Group Holdings, Ltd., a Tokyo-headquartered enterprise founded in 1917 (and formerly known as Toyo Seikan Kaisha, Ltd. until its renaming in April 2013), operates extensively in Japan and globally. The company's diverse business is org...
How the Company Makes Money
The company primarily makes money by selling packaging products and related solutions to corporate customers (e.g., beverage, food, and consumer products manufacturers). Key revenue streams generally come from (1) metal packaging, where it supplie...
Toyo Seikan Group Holdings Financial Statement Overview
Summary
Income Statement
76
Positive
Balance Sheet
72
Positive
Cash Flow
68
Positive
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 990.70B | 963.21B | 922.52B | 950.66B | 906.02B | 821.57B |
| Gross Profit | 146.95B | 140.51B | 123.66B | 119.61B | 87.36B | 109.83B |
| EBITDA | 130.12B | 135.47B | 92.73B | 93.26B | 68.11B | 112.19B |
| Net Income | 53.80B | 54.98B | 22.39B | 23.08B | 10.36B | 44.42B |
Balance Sheet | ||||||
| Total Assets | 1.27T | 1.24T | 1.20T | 1.18T | 1.17T | 1.08T |
| Cash, Cash Equivalents and Short-Term Investments | 125.56B | 123.16B | 119.84B | 90.02B | 99.70B | 126.45B |
| Total Debt | 207.13B | 203.49B | 231.26B | 194.04B | 184.15B | 111.48B |
| Total Liabilities | 535.79B | 513.09B | 506.79B | 483.10B | 493.88B | 417.99B |
| Stockholders Equity | 709.79B | 697.70B | 666.97B | 665.71B | 643.05B | 637.35B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 42.31B | 60.44B | 12.24B | -82.08B | 28.14B |
| Operating Cash Flow | 0.00 | 89.03B | 94.06B | 64.58B | -18.86B | 75.42B |
| Investing Cash Flow | 0.00 | -20.58B | -51.11B | -52.44B | -57.04B | -27.17B |
| Financing Cash Flow | 0.00 | -66.13B | -18.77B | -27.81B | 41.53B | -42.19B |
Toyo Seikan Group Holdings Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
85 Outperform | ¥84.84B | 14.14 | ― | 2.90% | 3.57% | -1.12% | |
81 Outperform | ¥179.86B | 8.07 | 13.51% | 2.76% | 3.89% | 67.10% | |
75 Outperform | ¥609.62B | 12.55 | 7.89% | 3.73% | 6.21% | 108.07% | |
72 Outperform | ¥73.24B | 9.11 | ― | 3.49% | 6.94% | 58.58% | |
70 Outperform | ¥29.95B | 9.07 | ― | 5.21% | -1.60% | 6.94% | |
58 Neutral | ¥97.18B | 11.28 | 8.26% | 2.88% | 5.99% | 22.32% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
* General Sector Average
JP:5901
Toyo Seikan Group Holdings
4,508.00
1,067.64
31.03%
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Toyo Seikan Group Holdings Corporate Events
Toyo Seikan boosts performance-linked equity plan with new share allocation
Aug 7, 2026
Toyo Seikan Group Holdings has approved an additional monetary contribution to a trust used for its performance-linked equity compensation plan for internal directors and officers, enabling the trust to purchase more company shares. The move follo...
Toyo Seikan to Dispose of Treasury Shares for Performance-Linked Executive Pay Plan
Aug 7, 2026
Toyo Seikan Group Holdings has approved the disposal of 131,000 treasury shares, worth about 556.8 million yen, to fund a performance-linked equity compensation plan for its directors and officers. The shares will be transferred to a trust managed...
Toyo Seikan Launches ¥20 Billion Share Buyback to Boost Capital Efficiency
Aug 5, 2026
Toyo Seikan Group Holdings, Ltd., a Japanese packaging manufacturer listed on the Prime Market of the Tokyo Stock Exchange, is working to improve capital efficiency under its Medium-Term Management Plan 2030. The company is aligning financial meas...
Toyo Seikan Lifts FY2026 Earnings Outlook on Strong Steel Plate Demand
Aug 5, 2026
Toyo Seikan Group Holdings has raised its consolidated earnings forecasts for the first half and full year of fiscal 2026, citing stronger‑than‑expected demand for steel plate products. The company now expects higher net sales and prof...
Toyo Seikan Posts Strong Q1 Sales but Cuts Full-Year Profit Outlook
Aug 5, 2026
Toyo Seikan Group Holdings reported first-quarter fiscal 2026 consolidated net sales of ¥267.6 billion, up 11.4% year-on-year, with operating profit rising 34.8% to ¥20.3 billion and ordinary profit up 32.2%. Profit attributable to owner...
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.