Loading...
4091 logo

Nippon Sanso Holdings CorporationTSE:4091 株式レポート

時価総額 JP¥2.6t
株価
n/a
1Y3.3%
7D-1.9%
1D-0.2%
ポートフォリオ価値
表示

Nippon Sanso Holdings Corporation

TSE:4091 株式レポート

時価総額:JP¥2.6t

Nippon Sanso Holdings(4091)株式概要

日本酸素ホールディングス株式会社は、日本、米国、欧州、アジア、オセアニアにおいて、各種産業用ガスの製造および販売を行っています。 詳細

4091 ファンダメンタル分析
スノーフレーク・スコア
評価1/6
将来の成長1/6
過去の実績5/6
財務の健全性4/6
配当金4/6

4091 Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Nippon Sanso Holdings Corporation 競合他社

価格と性能

株価の高値、安値、推移の概要Nippon Sanso Holdings
過去の株価
現在の株価JP¥5,895.00
52週高値JP¥6,509.00
52週安値JP¥4,465.00
ベータ0.44
1ヶ月の変化3.91%
3ヶ月変化3.60%
1年変化3.33%
3年間の変化82.45%
5年間の変化144.10%
IPOからの変化912.89%

最新ニュース

ナラティブ更新 Jul 22

4091: CO2 Recovery Investment Will Support Future Earnings And Dividend Outlook

Analysts have raised their price target for Nippon Sanso Holdings from ¥6,800 to ¥7,600. This reflects updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E.
ナラティブ更新 Jul 08

4091: Higher P/E Assumptions Will Likely Expose Dry Ice Expansion Risk

The analyst price target for Nippon Sanso Holdings has been revised from ¥4,400 to ¥5,000 as analysts apply a slightly lower discount rate, along with updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. What’s in the News for Nippon Sanso Holdings Nippon Sanso Holdings and Cold Jet bv launched a fully automated dry ice production and recovery facility in Köping, with capacity of 2.2 tons per hour and on site CO2 recovery systems designed to improve conversion efficiency and reduce waste (source: Key Developments).
ナラティブ更新 Jun 23

4091: New CEO And Dividend Policy Will Support Steady Long-Term Outlook

Analysts have adjusted their price target for Nippon Sanso Holdings slightly higher to ¥6,106.25 from ¥6,056.25, based on updated assumptions around revenue, profit margins and future P/E levels. What's in the News Nippon Sanso Holdings and Cold Jet launched a fully automated dry ice production and recovery facility in Köping, with capacity of 2.2 tons of dry ice per hour, aimed at customers in airline, food, pharmaceutical, and industrial cleaning sectors across the Nordic region.
分析記事 Jun 18

Nippon Sanso Holdings (TSE:4091) Stock Could Be 8.1% Undervalued After Köping Dry Ice Expansion

How the Köping dry ice facility frames the Nippon Sanso Holdings stock story Nippon Sanso Holdings (TSE:4091) has put its dry ice capabilities in the spotlight with a new fully automated production and CO2 recovery facility in Köping, built together with Cold Jet. The plant targets demand across airline, food, pharmaceutical, and industrial cleaning customers in the Nordic region. It uses robotics, CO2 recovery units, and localized production to raise efficiency, shorten delivery routes, and...

Recent updates

ナラティブ更新 Jul 22

4091: CO2 Recovery Investment Will Support Future Earnings And Dividend Outlook

Analysts have raised their price target for Nippon Sanso Holdings from ¥6,800 to ¥7,600. This reflects updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E.
ナラティブ更新 Jul 08

4091: Higher P/E Assumptions Will Likely Expose Dry Ice Expansion Risk

The analyst price target for Nippon Sanso Holdings has been revised from ¥4,400 to ¥5,000 as analysts apply a slightly lower discount rate, along with updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. What’s in the News for Nippon Sanso Holdings Nippon Sanso Holdings and Cold Jet bv launched a fully automated dry ice production and recovery facility in Köping, with capacity of 2.2 tons per hour and on site CO2 recovery systems designed to improve conversion efficiency and reduce waste (source: Key Developments).
ナラティブ更新 Jun 23

4091: New CEO And Dividend Policy Will Support Steady Long-Term Outlook

Analysts have adjusted their price target for Nippon Sanso Holdings slightly higher to ¥6,106.25 from ¥6,056.25, based on updated assumptions around revenue, profit margins and future P/E levels. What's in the News Nippon Sanso Holdings and Cold Jet launched a fully automated dry ice production and recovery facility in Köping, with capacity of 2.2 tons of dry ice per hour, aimed at customers in airline, food, pharmaceutical, and industrial cleaning sectors across the Nordic region.
分析記事 Jun 18

Nippon Sanso Holdings (TSE:4091) Stock Could Be 8.1% Undervalued After Köping Dry Ice Expansion

How the Köping dry ice facility frames the Nippon Sanso Holdings stock story Nippon Sanso Holdings (TSE:4091) has put its dry ice capabilities in the spotlight with a new fully automated production and CO2 recovery facility in Köping, built together with Cold Jet. The plant targets demand across airline, food, pharmaceutical, and industrial cleaning customers in the Nordic region. It uses robotics, CO2 recovery units, and localized production to raise efficiency, shorten delivery routes, and...
ナラティブ更新 Jun 07

4091: Dividend Increases And New Leadership Will Support A Balanced Outlook

Analysts have nudged their price target for Nippon Sanso Holdings higher from ¥5,887.50 to ¥6,056.25, citing updated fair value work that reflects slightly adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News A board meeting is scheduled for May 13, 2026 to consider submitting a proposal for a new performance-linked stock-based remuneration plan, the Board Benefit Trust, to the 22nd Ordinary General Meeting of Shareholders on June 17, 2026.
ナラティブ更新 May 22

4091: Dividend And Leadership Changes Will Shape A Steady Earnings Outlook

Analysts have nudged their fair value estimate for Nippon Sanso Holdings to ¥5,887.50 from ¥5,650, citing slightly lower discount rate assumptions, a modest adjustment to revenue growth and P/E expectations, and a small uplift in forecast profit margin as key drivers of the change. What's in the News A board meeting on May 13, 2026 is set to consider submitting a proposal for a new performance linked stock based remuneration plan, the Board Benefit Trust, to the 22nd Ordinary General Meeting of Shareholders on June 17, 2026 (Key Developments).
分析記事 May 13

Analyst Estimates: Here's What Brokers Think Of Nippon Sanso Holdings Corporation (TSE:4091) After Its Annual Report

Investors in Nippon Sanso Holdings Corporation ( TSE:4091 ) had a good week, as its shares rose 6.9% to close at...
ナラティブ更新 Apr 22

4091: Higher Earnings Guidance And Currency Effects Will Support Measured Outlook

Nippon Sanso Holdings' analyst price target has been adjusted from ¥5,562.5 to ¥5,650.0, with analysts pointing to updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as the key drivers of this change. What's in the News Nippon Sanso Holdings raised its revenue guidance for the fiscal year ending March 31, 2026 to ¥1.33b from ¥1.29b, citing the impact of yen depreciation against major currencies and price management as supporting factors (company guidance).
ナラティブ更新 Apr 06

4091: Raised Earnings Guidance And Stable Assumptions Will Support Measured Outlook

Analysts have nudged their price target for Nippon Sanso Holdings to ¥5,562.5 from ¥5,500, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News Nippon Sanso Holdings raised its revenue guidance for the fiscal year ending March 31, 2026 to ¥1,330,000 million from ¥1,290,000 million, citing currency effects and price management as factors supporting the revision (company guidance).
ナラティブ更新 Mar 22

4091: Higher Earnings Guidance And Stable Assumptions Will Support Profitability Outlook

Analysts have kept their price target for Nippon Sanso Holdings steady at ¥5,500, citing only slight tweaks in discount rate, revenue growth, profit margin and future P/E assumptions as the basis for this unchanged view. What's in the News Nippon Sanso Holdings raised revenue guidance for the fiscal year ending March 31, 2026 to ¥1,330,000 million from ¥1,290,000 million, with management citing the weaker JPY against major currencies and price management as key drivers (Company guidance).
ナラティブ更新 Mar 06

4091: Higher Earnings Guidance And Steady Assumptions Will Support Profitability Outlook

Analysts have kept their fair value estimate for Nippon Sanso Holdings steady at ¥5,500, with a slightly lower discount rate and a marginally adjusted future P/E assumption, resulting in only a minimal tweak in their overall price target framework. What's in the News Nippon Sanso Holdings issued revised earnings guidance for the fiscal year ending March 31, 2026, updating its outlook across revenue, profit and earnings per share (Key Developments).
新しいナラティブ Mar 06

Electronics Gas Demand And CapEx Backlog Will Support Stronger Long Term Earnings Quality

Catalysts About Nippon Sanso Holdings Nippon Sanso Holdings is a global industrial and specialty gases group with operations across Japan, the Americas, Europe, Asia and Oceania, and a consumer Thermos business. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 Feb 20

4091: Higher Earnings Guidance Will Support A Steady Profitability Outlook

Analysts have nudged their fair value estimate for Nippon Sanso Holdings to ¥5,500 from ¥5,332, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Nippon Sanso Holdings raised its revenue guidance for the fiscal year ending March 31, 2026 to ¥1,330,000m from ¥1,290,000m, reflecting updated expectations for group sales under current currency and pricing conditions (Key Developments).
新しいナラティブ Feb 19

Electronics Exposure And Capex Risks Will Challenge Long Term Earnings Stability

Catalysts About Nippon Sanso Holdings Nippon Sanso Holdings is a global industrial and specialty gases group with operations across Japan, the U.S., Europe, Asia and Oceania, as well as a consumer products business under the Thermos brand. What are the underlying business or industry changes driving this perspective?
分析記事 Feb 08

Nippon Sanso Holdings Corporation (TSE:4091) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

A week ago, Nippon Sanso Holdings Corporation ( TSE:4091 ) came out with a strong set of third-quarter numbers that...
分析記事 Feb 05

Nippon Sanso Holdings (TSE:4091) Will Pay A Dividend Of ¥29.00

Nippon Sanso Holdings Corporation's ( TSE:4091 ) investors are due to receive a payment of ¥29.00 per share on 19th of...
分析記事 Feb 02

There's Reason For Concern Over Nippon Sanso Holdings Corporation's (TSE:4091) Price

Nippon Sanso Holdings Corporation's ( TSE:4091 ) price-to-earnings (or "P/E") ratio of 19.4x might make it look like a...
分析記事 Jan 02

Returns On Capital Are Showing Encouraging Signs At Nippon Sanso Holdings (TSE:4091)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
分析記事 Dec 18

An Intrinsic Calculation For Nippon Sanso Holdings Corporation (TSE:4091) Suggests It's 29% Undervalued

Key Insights Nippon Sanso Holdings' estimated fair value is JP¥6,491 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 Nov 02

Nippon Sanso Holdings Corporation (TSE:4091) Just Released Its Interim Results And Analysts Are Updating Their Estimates

Last week saw the newest half-yearly earnings release from Nippon Sanso Holdings Corporation ( TSE:4091 ), an important...
分析記事 Oct 09

We Think Nippon Sanso Holdings (TSE:4091) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Aug 26

Nippon Sanso Holdings (TSE:4091) Is Due To Pay A Dividend Of ¥27.00

Nippon Sanso Holdings Corporation ( TSE:4091 ) has announced that it will pay a dividend of ¥27.00 per share on the 2nd...
分析記事 Aug 19

Returns At Nippon Sanso Holdings (TSE:4091) Are On The Way Up

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
User avatar
新しいナラティブ Aug 10

Clean Fuel Demand And Semiconductor Expansion Will Transform Global Markets

Growing demand for clean energy and specialty gases, along with expansion in electronics and healthcare sectors, is set to drive stable revenue and margin growth.
分析記事 Aug 04

Nippon Sanso Holdings Corporation Just Missed Earnings - But Analysts Have Updated Their Models

The analysts might have been a bit too bullish on Nippon Sanso Holdings Corporation ( TSE:4091 ), given that the...

株主還元

4091JP ChemicalsJP 市場
7D-1.9%-0.5%2.1%
1Y3.3%38.8%35.2%

業界別リターン: 4091過去 1 年間で38.8 % の収益を上げたJP Chemicals業界を下回りました。

リターン対市場: 4091は、過去 1 年間で35.2 % のリターンを上げたJP市場を下回りました。

価格変動

Is 4091's price volatile compared to industry and market?
4091 volatility
4091 Average Weekly Movement5.6%
Chemicals Industry Average Movement5.3%
Market Average Movement4.3%
10% most volatile stocks in JP Market9.3%
10% least volatile stocks in JP Market2.1%

安定した株価: 4091 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: 4091の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
191020,411Tadaharu Watanabejp.nipponsanso.com

日本酸素ホールディングス株式会社は、日本、米国、欧州、アジア、オセアニアにおいて、各種産業用ガスの製造・販売を行っています。同社は、さまざまな産業向けの産業用ガス、病院や在宅医療向けの医療用ガス、液晶や半導体の製造工程向けの電子材料用ガス、および「サーモス」ブランドの名を冠した各種製品を提供しています。 同社は、以前は「太陽日本酸素株式会社」として知られていましたが、2020年10月に「日本酸素ホールディングス株式会社」に社名を変更しました。日本酸素ホールディングス株式会社は1910年に設立され、本社は日本の品川にあります。同社は三菱化学グループ株式会社の子会社です。

Nippon Sanso Holdings Corporation 基礎のまとめ

Nippon Sanso Holdings の収益と売上を時価総額と比較するとどうか。
4091 基礎統計学
時価総額JP¥2.55t
収益(TTM)JP¥123.89b
売上高(TTM)JP¥1.36t
20.6x
PER(株価収益率
1.9x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
4091 損益計算書(TTM)
収益JP¥1.36t
売上原価JP¥777.19b
売上総利益JP¥582.42b
その他の費用JP¥458.53b
収益JP¥123.89b

直近の収益報告

Mar 31, 2026

次回決算日

Jul 29, 2026

一株当たり利益(EPS)286.22
グロス・マージン42.84%
純利益率9.11%
有利子負債/自己資本比率70.0%

4091 の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.1%
現在の配当利回り
22%
配当性向

4091 配当は確実ですか?

4091 配当履歴とベンチマークを見る
4091 、いつまでに購入すれば配当金を受け取れますか?
Nippon Sanso Holdings 配当日
配当落ち日Sep 29 2026
配当支払日Dec 01 2026
配当落ちまでの日数65 days
配当支払日までの日数128 days

4091 配当は確実ですか?

4091 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/25 21:00
終値2026/07/24 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Nippon Sanso Holdings Corporation 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21

アナリスト機関
Mikiya YamadaBarclays
Takashi EnomotoBofA Global Research
Atsushi IkedaCitigroup Inc