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C.S. LUMBER CO.,INC (JP:7808)
:7808
Japanese Market
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C.S. LUMBER CO.,INC (7808) AI Stock Analysis

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JP:7808

C.S. LUMBER CO.,INC

(7808)

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Neutral 60 (OpenAI - 5.2)
Rating:60Neutral
Price Target:
¥2,895.00
▲(8.14% Upside)
Action:Reiterated
Date:07/19/26
The score is held back primarily by weakening financial performance and especially poor free-cash-flow conversion (negative FCF in most years) alongside rising debt. This is partially offset by an attractive valuation (low P/E and ~2.9% yield) and near-term bullish momentum, though technicals look overbought and the longer-term trend remains mixed.
Positive Factors
Improved leverage
Improved debt-to-equity indicates management has reduced leverage or improved capital structure, lowering interest and refinancing risk. That durable shift enhances financial flexibility for capex or cyclical downturns and supports longer-term solvency and investment capacity.
Negative Factors
Negative free cash flow
Persistent negative free cash flow is a durable constraint: it reduces funds available for capex, dividends and debt paydown and raises reliance on external financing. Over months this can limit strategic flexibility and increase vulnerability to shocks or rising borrowing costs.
Read all positive and negative factors
Positive Factors
Negative Factors
Improved leverage
Improved debt-to-equity indicates management has reduced leverage or improved capital structure, lowering interest and refinancing risk. That durable shift enhances financial flexibility for capex or cyclical downturns and supports longer-term solvency and investment capacity.
Read all positive factors

C.S. LUMBER CO.,INC (7808) vs. iShares MSCI Japan ETF (EWJ)

C.S. LUMBER CO.,INC Business Overview & Revenue Model

Company Description
C.S. Lumber Co., Inc engages in pre-cut wood processing, construction contracting, and real estate leasing businesses in Japan. The company operates through Pre-cut business, Construction contract business segments It manufactures and sells pre-cu...

C.S. LUMBER CO.,INC Financial Statement Overview

Summary
Financials are pressured by multi-year revenue decline and a material step-down in net income (from 2.77B in 2022 to 0.69B in 2026) with margin compression. The main weakness is cash flow quality: free cash flow is negative in most years (including large outflows in 2025–2026), contributing to a rising debt load despite growing equity.
Income Statement
58
Neutral
Balance Sheet
55
Neutral
Cash Flow
38
Negative
BreakdownMay 2025May 2024May 2023May 2022May 2021
Income Statement
Total Revenue20.38B20.67B21.13B24.55B25.13B
Gross Profit3.81B4.33B4.70B5.81B6.46B
EBITDA1.70B2.19B2.55B3.64B4.46B
Net Income693.09M1.16B1.44B2.24B2.77B
Balance Sheet
Total Assets30.28B26.98B23.57B22.40B21.07B
Cash, Cash Equivalents and Short-Term Investments5.05B5.24B5.28B5.55B4.92B
Total Debt12.69B10.29B8.33B8.13B7.20B
Total Liabilities18.40B15.69B13.29B13.41B14.18B
Stockholders Equity11.88B11.29B10.29B8.99B6.89B
Cash Flow
Free Cash Flow-1.91B-1.61B-210.00M-83.46M2.49B
Operating Cash Flow1.84B2.16B2.01B2.09B3.38B
Investing Cash Flow-4.61B-5.55B-2.31B-2.29B-826.49M
Financing Cash Flow1.94B1.59B34.70M698.23M-40.20M

C.S. LUMBER CO.,INC Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
¥14.76B10.493.04%8.39%51.91%
64
Neutral
¥139.60B26.183.19%9.61%-3.44%
62
Neutral
¥744.44B12.445.27%4.08%0.22%208.36%
60
Neutral
¥5.02B7.243.01%-1.41%-40.14%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
52
Neutral
¥163.55B20.303.83%1.53%1.33%
48
Neutral
¥961.60M-0.94
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:7808
C.S. LUMBER CO.,INC
2,714.00
-655.53
-19.45%
JP:3861
Oji Holdings
881.50
103.59
13.32%
JP:3880
Daio Paper Corporation
983.00
121.43
14.09%
JP:3513
Ichikawa Co., Ltd.
3,230.00
1,378.75
74.48%
JP:7815
Tokyo Board Industries Co., Ltd.
366.00
-230.00
-38.59%
JP:8032
Japan Pulp and Paper Co. Ltd.
1,216.00
547.33
81.85%
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: Jul 19, 2026