B&P Co., Ltd. (7804) AI Stock Analysis

B&P Co., Ltd.

(TSE/TYO:7804)

Select Model

Rating:87Outperform

Price Target:JPY 3,023.00▲(32.12% Upside)

Action:reiterated

Date:08/06/26

The strong score is primarily driven by exceptional financial performance, including aggressive top-line growth, margin expansion, and a pristine balance sheet. A highly attractive valuation with a low P/E ratio and solid dividend yield provides significant value to investors, while technical indicators display steady, positive short-to-medium term momentum.

Positive Factors

Accelerating Revenue GrowthThe acceleration in revenue indicates stronger demand for the company’s printing and production services and provides a larger base for operating leverage. If growth remains durable, it can support continued investment, improve market reach, and strengthen earnings capacity over the next several quarters.

Negative Factors

Negative EPS GrowthNegative EPS growth indicates that earnings per share have not kept pace over the measured period, despite the company’s stronger reported revenue and margins. If this weakness persists, it could limit the pace of per-share earnings compounding and reduce the benefit of otherwise improving operating performance.

B&P Co., Ltd. (7804) vs. iShares MSCI Japan ETF (EWJ)

Market Cap: JPY 5.33B
Dividend Yield: 3.80%
Average Volume (3M): 6,610
Price to Earnings (P/E): 10.8
Beta (1Y): 0.32
Revenue Growth: 10.18%
EPS Growth: -0.48%
Country: Japan
Employees: 207
Sector: General
Sector Strength: 55
Industry: Advertising Agencies

B&P Co., Ltd. Business Overview & Revenue Model

Company Description

B&P Co.,Ltd., based in Osaka, Japan, is a company focused on designing, manufacturing, and selling promotional sign displays across Japan. Its offerings encompass various exterior signage and advertising products, as well as interior display items fo...

How the Company Makes Money

B&P Co., Ltd. generates revenue mainly by charging customers for printing and production services delivered on a job/order basis. Its earnings typically come from (1) service fees for producing printed outputs (e.g., commercial print jobs) and (2) va...

B&P Co., Ltd. Financial Statement Overview

Summary

Outstanding financial health characterized by over 38% revenue growth, expanding profit margins, a pristine debt-free balance sheet, and robust cash generation that comfortably covers net income.

Income Statement

92Very Positive

Balance Sheet

95Very Positive

Cash Flow

90Very Positive

Financial statement breakdown
Breakdown	TTM	Oct 2025	Oct 2024	Oct 2023	Oct 2022	Oct 2021
Income Statement
Total Revenue	4.72B	4.50B	3.54B	3.17B	2.92B	2.55B
Gross Profit	2.01B	1.92B	1.56B	1.34B	1.19B	1.00B
EBITDA	813.01M	806.39M	621.90M	511.37M	413.63M	323.47M
Net Income	491.77M	491.32M	391.88M	300.00M	240.39M	189.60M
Balance Sheet
Total Assets	4.83B	4.70B	4.14B	3.79B	3.52B	3.20B
Cash, Cash Equivalents and Short-Term Investments	3.25B	3.35B	2.98B	2.74B	2.50B	2.33B
Total Debt	1.32M	3.00M	0	0	490.00K	4.84M
Total Liabilities	838.55M	885.36M	711.38M	667.11M	603.68M	443.10M
Stockholders Equity	3.99B	3.81B	3.43B	3.12B	2.92B	2.75B
Cash Flow
Free Cash Flow	654.09M	654.09M	340.15M	340.92M	255.44M	134.85M
Operating Cash Flow	743.01M	743.01M	442.08M	405.69M	298.07M	196.42M
Investing Cash Flow	-265.82M	-265.82M	-102.44M	-65.10M	-44.36M	-70.33M
Financing Cash Flow	-114.57M	-114.57M	-95.28M	-101.85M	-85.11M	-59.10M

B&P Co., Ltd. Technical Analysis

Technical Analysis SentimentNegative

Last Price2288.00

Price Trends

50DMA2366.88Negative

100DMA2260.36Positive

200DMA2294.30Negative

Market Momentum

MACD4.52Positive

RSI30.59Neutral

STOCH24.93Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7804, the sentiment is Negative. The current price of 2288.00 is below the 20-day moving average (MA) of 2460.02, below the 50-day MA of 2366.88, and below the 200-day MA of 2294.30, indicating a bearish trend. The MACD of 4.52 indicates Positive momentum. The RSI at 30.59 is Neutral, neither overbought nor oversold. The STOCH value of 24.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:7804.

B&P Co., Ltd. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (55)

Financial Indicators

JP:7804 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:7068	90Outperform	JPY 12.81B	9.05	―	2.80%	11.04%	29.58%
JP:7804	87Outperform	JPY 5.34B	10.79	―	3.80%	10.18%	-0.48%
JP:7354	68Neutral	JPY 17.47B	9.39	―	1.91%	2.86%	70.83%
JP:2122	67Neutral	JPY 8.89B	16.31	―	2.29%	10.50%	―
Sector *	55Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%
JP:2491	49Neutral	JPY 13.12B	-3.88	―	7.88%	-59.47%	-181.86%
JP:6094	48Neutral	JPY 8.85B	4.54	―	―	10.01%	―

* General Sector Average

Performance Comparison

JP:7804 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
JP:7804	B&P Co., Ltd.	2288.00	-97.76	-4.10%
JP:2122	Interspace Co., Ltd.	1312.00	89.59	7.33%
JP:2491	ValueCommerce Co., Ltd.	406.00	-233.20	-36.48%
JP:6094	FreakOut Holdings, Inc.	495.00	3.00	0.61%
JP:7068	Feedforce Group Inc.	535.00	-104.57	-16.35%
JP:7354	Direct Marketing MiX Inc.	367.00	111.11	43.42%

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 06, 2026

B&P Co., Ltd. AI Stock Analysis