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Kyodo Paper Holdings Co., Ltd. (JP:9849)
:9849
Japanese Market
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Kyodo Paper Holdings Co., Ltd. (9849) AI Stock Analysis

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JP:9849

Kyodo Paper Holdings Co., Ltd.

(9849)

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Neutral 54 (OpenAI - 5.2)
Rating:54Neutral
Price Target:
¥4,600.00
▲(1.88% Upside)
Action:Reiterated
Date:08/11/26
The score is primarily driven by mixed financial performance: a very conservative, debt-free balance sheet is a major positive, but weak operating profitability (recent EBIT losses) and volatile cash flow reduce overall strength. Technicals provide modest support with the stock trading slightly above key moving averages and positive MACD, but valuation is a significant headwind due to the very high P/E with only a modest dividend yield.
Positive Factors
Conservative, debt-free balance sheet
A debt-free balance sheet with gradually rising equity materially reduces financial and interest-rate risk. This durable strength supports capital allocation flexibility, resilience in downturns, and the ability to fund capex or return capital without relying on external borrowing.
Negative Factors
Weak operating profitability
Repeated operating losses and low gross margins indicate structural pressure on core business profitability. Weak EBIT reduces reinvestment ability, limits margin expansion, and leaves little buffer against input-cost inflation or competitive pricing, harming long-term earnings power.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative, debt-free balance sheet
A debt-free balance sheet with gradually rising equity materially reduces financial and interest-rate risk. This durable strength supports capital allocation flexibility, resilience in downturns, and the ability to fund capex or return capital without relying on external borrowing.
Read all positive factors

Kyodo Paper Holdings Co., Ltd. (9849) vs. iShares MSCI Japan ETF (EWJ)

Kyodo Paper Holdings Co., Ltd. Business Overview & Revenue Model

Company Description
Kyodo Paper Holdings specializes in the distribution of paper and paper-based items. Beyond this core activity, the company maintains a diverse portfolio, encompassing paper processing, logistics services like warehousing and automobile transport,...
How the Company Makes Money
null...

Kyodo Paper Holdings Co., Ltd. Financial Statement Overview

Summary
Balance-sheet risk is low with no reported debt and gradually rising equity, supporting resilience. However, operating performance is weak: revenue is flat to slightly down and EBIT turned negative in the last two years, leaving net margins extremely thin. Cash flows are mixed with meaningful year-to-year volatility, limiting confidence in consistency.
Income Statement
44
Neutral
Balance Sheet
78
Positive
Cash Flow
52
Neutral
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue16.25B16.45B16.89B16.73B17.02B14.09B
Gross Profit1.94B1.86B1.93B2.11B2.24B1.69B
EBITDA98.63M83.91M107.30M211.69M269.49M105.81M
Net Income-16.83M37.78M28.02M58.81M101.23M171.73M
Balance Sheet
Total Assets9.33B9.53B9.61B9.98B10.28B9.69B
Cash, Cash Equivalents and Short-Term Investments1.62B1.41B807.83M1.06B869.38M781.81M
Total Debt0.000.000.000.000.000.00
Total Liabilities5.43B5.56B5.71B6.00B6.45B6.00B
Stockholders Equity3.90B3.97B3.90B3.98B3.83B3.69B
Cash Flow
Free Cash Flow0.0059.27M-283.14M302.78M158.40M-357.15M
Operating Cash Flow0.0061.19M-257.76M333.31M163.54M-325.24M
Investing Cash Flow0.00585.43M43.84M-100.29M-36.28M-256.72M
Financing Cash Flow0.00-41.51M-41.74M-38.90M-39.69M-172.63M

Kyodo Paper Holdings Co., Ltd. Technical Analysis

Technical Analysis Sentiment
Negative
Last Price4515.00
Price Trends
50DMA
4485.80
Positive
100DMA
4483.55
Positive
200DMA
4501.34
Negative
Market Momentum
MACD
3.66
Positive
RSI
50.01
Neutral
STOCH
47.04
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9849, the sentiment is Negative. The current price of 4515 is above the 20-day moving average (MA) of 4505.00, above the 50-day MA of 4485.80, and above the 200-day MA of 4501.34, indicating a neutral trend. The MACD of 3.66 indicates Positive momentum. The RSI at 50.01 is Neutral, neither overbought nor oversold. The STOCH value of 47.04 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:9849.

Kyodo Paper Holdings Co., Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
72
Outperform
¥16.37T16.2914.58%2.11%3.10%-3.40%
70
Outperform
¥8.23T13.7112.82%2.34%2.61%3.34%
70
Neutral
¥8.15T13.9813.62%1.97%10.23%13.04%
67
Neutral
¥15.84T19.788.81%2.24%9.52%20.39%
59
Neutral
¥13.86T15.1710.17%2.31%6.52%16.70%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
54
Neutral
¥3.02B-180.721.11%-4.50%-133.76%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:9849
Kyodo Paper Holdings Co., Ltd.
4,500.00
-169.25
-3.62%
JP:8001
Itochu
2,116.50
474.30
28.88%
JP:8002
Marubeni
4,910.00
1,606.78
48.64%
JP:8031
Mitsui & Co
4,979.00
1,633.36
48.82%
JP:8058
Mitsubishi
4,786.00
1,514.59
46.30%
JP:8053
Sumitomo
1,775.50
768.92
76.39%
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 11, 2026