There May Be Underlying Issues With The Quality Of Pack's (TSE:3950) Earnings
Feb 19
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Japanese (NIKKEI) Packaging Industry Analysis
UpdatedFeb 23, 2025
DataAggregated Company Financials
Companies29
- 7D-1.3%
- 3M2.8%
- 1Y-2.2%
- YTD0.9%
The Packaging is pretty flat in the last 7 days, but Nihon Yamamura Glass has stood out, gaining 4.1%. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 7.7% annually.
Industry Valuation and Performance
Has the Japanese Packaging Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 23 Feb 2025 | JP¥1.3t | JP¥3.4t | JP¥111.6b | 9.8x | 11.7x | 0.4x |
| Tue, 21 Jan 2025 | JP¥1.3t | JP¥3.4t | JP¥115.0b | 10.4x | 11x | 0.4x |
| Thu, 19 Dec 2024 | JP¥1.3t | JP¥3.4t | JP¥115.2b | 10.4x | 11.3x | 0.4x |
| Sat, 16 Nov 2024 | JP¥1.3t | JP¥3.4t | JP¥117.4b | 9.8x | 10.9x | 0.4x |
| Mon, 14 Oct 2024 | JP¥1.3t | JP¥3.3t | JP¥129.6b | 7.8x | 10.2x | 0.4x |
| Wed, 11 Sep 2024 | JP¥1.3t | JP¥3.3t | JP¥136.8b | 7.8x | 9.7x | 0.4x |
| Fri, 09 Aug 2024 | JP¥1.3t | JP¥3.3t | JP¥132.3b | 8.6x | 9.5x | 0.4x |
| Sun, 07 Jul 2024 | JP¥1.4t | JP¥3.3t | JP¥125.8b | 9.1x | 10.7x | 0.4x |
| Tue, 04 Jun 2024 | JP¥1.4t | JP¥3.3t | JP¥125.8b | 8.8x | 11x | 0.4x |
| Thu, 02 May 2024 | JP¥1.4t | JP¥3.3t | JP¥123.3b | 10.9x | 11x | 0.4x |
| Sat, 30 Mar 2024 | JP¥1.4t | JP¥3.3t | JP¥122.1b | 10.4x | 11.4x | 0.4x |
| Mon, 26 Feb 2024 | JP¥1.4t | JP¥3.3t | JP¥122.2b | 10.7x | 11.1x | 0.4x |
| Wed, 24 Jan 2024 | JP¥1.3t | JP¥3.3t | JP¥94.2b | 10.6x | 14x | 0.4x |
| Fri, 22 Dec 2023 | JP¥1.3t | JP¥3.3t | JP¥94.0b | 9.6x | 13.7x | 0.4x |
| Sun, 19 Nov 2023 | JP¥1.3t | JP¥3.3t | JP¥94.0b | 9.4x | 14.1x | 0.4x |
| Tue, 17 Oct 2023 | JP¥1.3t | JP¥3.3t | JP¥77.9b | 11.4x | 17.1x | 0.4x |
| Thu, 14 Sep 2023 | JP¥1.4t | JP¥3.3t | JP¥77.7b | 11.7x | 17.9x | 0.4x |
| Sat, 12 Aug 2023 | JP¥1.3t | JP¥3.3t | JP¥77.5b | 11.4x | 17x | 0.4x |
| Mon, 10 Jul 2023 | JP¥1.2t | JP¥3.2t | JP¥66.7b | 11.6x | 18.4x | 0.4x |
| Wed, 07 Jun 2023 | JP¥1.2t | JP¥3.2t | JP¥66.6b | 11.7x | 18.4x | 0.4x |
| Fri, 05 May 2023 | JP¥1.2t | JP¥3.2t | JP¥74.3b | 11.4x | 16.2x | 0.4x |
| Sun, 02 Apr 2023 | JP¥1.2t | JP¥3.2t | JP¥74.2b | 11x | 16.1x | 0.4x |
| Tue, 28 Feb 2023 | JP¥1.2t | JP¥3.2t | JP¥74.1b | 11x | 16.3x | 0.4x |
| Thu, 26 Jan 2023 | JP¥1.2t | JP¥3.1t | JP¥84.1b | 9.4x | 14x | 0.4x |
| Sat, 24 Dec 2022 | JP¥1.2t | JP¥3.1t | JP¥84.1b | 9.6x | 14.1x | 0.4x |
| Mon, 21 Nov 2022 | JP¥1.2t | JP¥3.1t | JP¥84.1b | 9.4x | 14.1x | 0.4x |
| Wed, 19 Oct 2022 | JP¥1.2t | JP¥3.0t | JP¥98.2b | 10x | 12.1x | 0.4x |
| Fri, 16 Sep 2022 | JP¥1.2t | JP¥3.0t | JP¥98.3b | 10.3x | 11.7x | 0.4x |
| Sun, 14 Aug 2022 | JP¥1.1t | JP¥3.0t | JP¥98.2b | 10.2x | 11.4x | 0.4x |
| Tue, 12 Jul 2022 | JP¥1.0t | JP¥3.0t | JP¥107.2b | 9.7x | 9.6x | 0.3x |
| Thu, 09 Jun 2022 | JP¥1.0t | JP¥3.0t | JP¥107.1b | 10x | 9.5x | 0.3x |
| Sat, 07 May 2022 | JP¥1.0t | JP¥2.9t | JP¥110.4b | 9.5x | 9.5x | 0.4x |
| Mon, 04 Apr 2022 | JP¥1.1t | JP¥3.0t | JP¥109.0b | 9.2x | 9.7x | 0.4x |
| Wed, 02 Mar 2022 | JP¥1.1t | JP¥2.9t | JP¥107.9b | 9.6x | 10.6x | 0.4x |
Price to Earnings Ratio
10.6x
Current Industry PE
- Investors are relatively neutral on the Japanese Packaging industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 12.9x.
- The industry is trading close to its 3-year average PS ratio of 0.39x.
Past Earnings Growth
- The earnings for companies in the Packaging industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 4.7% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Japanese Materials industry?
| JP Market | -0.82% | |
| Materials | -0.34% | |
| Packaging | -1.31% | |
| Metal and Glass Containers | -0.88% | |
| Paper Packaging | -2.08% | |
Industry PE
- Investors are most optimistic about the Metal and Glass Containers industry even though it's trading below its 3-year average PE ratio of 17.6x.
- Analysts are expecting annual earnings growth of 7.4%, which is lower than the prior year's growth of 8.8% per year.
- Investors are most pessimistic about the Paper Packaging industry, which is trading close to its 3-year average of 9.1x.
Forecasted Growth
- Analysts are most optimistic on the Paper Packaging industry, expecting annual earnings growth of 9.0% over the next 5 years.
- However this is lower than its past earnings growth rate of 15% per year.
- In contrast, the Metal and Glass Containers industry is expected to see its earnings grow by 7.4% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5210 Nihon Yamamura Glass | JP¥2.26k | 4.1% +JP¥908.7m | 54.6% | PE9.1x | |
| 5901 Toyo Seikan Group Holdings | JP¥2.33k | 0.09% +JP¥324.3m | -6.7% | PE15.7x | |
| 3943 Ohishi Sangyo | JP¥1.17k | 2.8% +JP¥249.3m | 8.6% | PE8.3x | |
| 7504 Kohsoku | JP¥2.10k | 0.4% +JP¥174.1m | -12.9% | PE12.1x | |
| 5204 Ishizuka Glass | JP¥2.51k | 1.5% +JP¥158.5m | -21.3% | PE3.2x |
