Impressive Earnings May Not Tell The Whole Story For Fuji Seal International (TSE:7864)
Feb 19
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- 7D-2.6%
- 3M-2.2%
- 1Y23.7%
- YTD-3.8%
Over the last 7 days, the Packaging industry has dropped 2.6%, driven by Rengo declining 6.3%. This takes the industry's 12 month performance to a gain of 24%. In the next few years earnings are forecast to be pretty stable.
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 |
|---|---|---|---|---|---|---|
| Sat, 21 Mar 2026 | JP¥1.6t | JP¥3.5t | JP¥156.2b | 9.3x | 10.3x | 0.5x |
| Mon, 16 Feb 2026 | JP¥1.8t | JP¥3.5t | JP¥156.8b | 9.6x | 11.3x | 0.5x |
| Wed, 14 Jan 2026 | JP¥1.7t | JP¥3.5t | JP¥136.5b | 10.4x | 12.4x | 0.5x |
| Fri, 12 Dec 2025 | JP¥1.6t | JP¥3.5t | JP¥136.4b | 9.4x | 11.8x | 0.5x |
| Sun, 09 Nov 2025 | JP¥1.5t | JP¥3.5t | JP¥131.9b | 10x | 11.3x | 0.4x |
| Tue, 07 Oct 2025 | JP¥1.5t | JP¥3.4t | JP¥113.2b | 10x | 13x | 0.4x |
| Thu, 04 Sep 2025 | JP¥1.5t | JP¥3.4t | JP¥113.1b | 10.1x | 13.5x | 0.4x |
| Sat, 02 Aug 2025 | JP¥1.4t | JP¥3.4t | JP¥115.8b | 9.2x | 12.5x | 0.4x |
| Mon, 30 Jun 2025 | JP¥1.3t | JP¥3.4t | JP¥115.8b | 9x | 11.6x | 0.4x |
| Wed, 28 May 2025 | JP¥1.3t | JP¥3.4t | JP¥115.8b | 9.1x | 11.4x | 0.4x |
| Fri, 25 Apr 2025 | JP¥1.3t | JP¥3.4t | JP¥111.1b | 9.8x | 11.6x | 0.4x |
| Sun, 23 Mar 2025 | JP¥1.3t | JP¥3.4t | JP¥111.2b | 10.2x | 12x | 0.4x |
| Tue, 18 Feb 2025 | JP¥1.3t | JP¥3.4t | JP¥111.6b | 9.9x | 11.7x | 0.4x |
| Thu, 16 Jan 2025 | JP¥1.3t | JP¥3.4t | JP¥115.0b | 10.6x | 10.9x | 0.4x |
| Sat, 14 Dec 2024 | JP¥1.3t | JP¥3.4t | JP¥115.1b | 10.4x | 11.5x | 0.4x |
| Mon, 11 Nov 2024 | JP¥1.3t | JP¥3.3t | JP¥117.9b | 8x | 11.1x | 0.4x |
| Wed, 09 Oct 2024 | JP¥1.3t | JP¥3.3t | JP¥129.6b | 7.9x | 10.3x | 0.4x |
| Fri, 06 Sep 2024 | JP¥1.3t | JP¥3.3t | JP¥136.8b | 7.8x | 9.6x | 0.4x |
| Sun, 04 Aug 2024 | JP¥1.3t | JP¥3.3t | JP¥129.3b | 8.5x | 10.1x | 0.4x |
| Tue, 02 Jul 2024 | JP¥1.4t | JP¥3.3t | JP¥125.8b | 9x | 11x | 0.4x |
| Thu, 30 May 2024 | JP¥1.4t | JP¥3.3t | JP¥125.8b | 8.7x | 10.9x | 0.4x |
| Sat, 27 Apr 2024 | JP¥1.3t | JP¥3.3t | JP¥123.0b | 10.7x | 10.9x | 0.4x |
| Mon, 25 Mar 2024 | JP¥1.4t | JP¥3.3t | JP¥122.0b | 11x | 11.6x | 0.4x |
| Wed, 21 Feb 2024 | JP¥1.4t | JP¥3.3t | JP¥122.2b | 10.7x | 11.1x | 0.4x |
| Fri, 19 Jan 2024 | JP¥1.3t | JP¥3.3t | JP¥94.2b | 10.5x | 13.9x | 0.4x |
| Sun, 17 Dec 2023 | JP¥1.3t | JP¥3.3t | JP¥94.0b | 9.6x | 13.6x | 0.4x |
| Tue, 14 Nov 2023 | JP¥1.3t | JP¥3.3t | JP¥92.4b | 9.4x | 14.3x | 0.4x |
| Thu, 12 Oct 2023 | JP¥1.4t | JP¥3.3t | JP¥77.9b | 11.6x | 17.4x | 0.4x |
| Sat, 09 Sep 2023 | JP¥1.4t | JP¥3.3t | JP¥77.7b | 11.5x | 17.7x | 0.4x |
| Mon, 07 Aug 2023 | JP¥1.3t | JP¥3.3t | JP¥68.0b | 11.5x | 18.9x | 0.4x |
| Wed, 05 Jul 2023 | JP¥1.3t | JP¥3.2t | JP¥66.7b | 11.1x | 18.8x | 0.4x |
| Fri, 02 Jun 2023 | JP¥1.2t | JP¥3.2t | JP¥66.6b | 11.2x | 18.1x | 0.4x |
| Sun, 30 Apr 2023 | JP¥1.2t | JP¥3.2t | JP¥74.3b | 11.3x | 16.6x | 0.4x |
| Tue, 28 Mar 2023 | JP¥1.2t | JP¥3.2t | JP¥74.2b | 11.2x | 15.7x | 0.4x |
Price to Earnings Ratio
15.7x
Current Industry PE
- Investors are pessimistic on the Japanese Packaging industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 10.3x which is lower than its 3-year average PE of 13.0x.
- The industry is trading close to its 3-year average PS ratio of 0.41x.
Past Earnings Growth
- The earnings for companies in the Packaging industry have grown 28% per year over the last three years.
- Revenues for these companies have grown 2.9% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Japanese Materials industry?
| JP Market | -0.63% | |
| Materials | -2.49% | |
| Packaging | -2.59% | |
| Metal and Glass Containers | -1.97% | |
| Paper Packaging | -3.54% | |
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 17.2x.
- Analysts are expecting annual earnings decline of 4.6%, which is lower than the prior year's growth of 50.7% per year.
- Investors are most pessimistic about the Paper Packaging industry, which is trading close to its 3-year average of 9.5x.
Forecasted Growth
- Analysts are most optimistic on the Paper Packaging industry, expecting annual earnings growth of 4.6% over the next 5 years.
- However this is lower than its past earnings growth rate of 14% per year.
- In contrast, the Metal and Glass Containers industry is expected to see its earnings decline by 4.6% 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 | |
|---|---|---|---|---|---|
| 7864 Fuji Seal International | JP¥2.66k | 1.1% +JP¥1.5b | -4.3% | PE6.5x | |
| 3950 Pack | JP¥1.33k | 0.7% +JP¥507.0m | 18.3% | PE12.4x | |
| 3954 Showa Paxxs | JP¥3.08k | 2.2% +JP¥285.4m | 61.1% | PE10.8x | |
| 3946 Tomoku | JP¥3.38k | 0.1% +JP¥82.5m | 32.9% | PE7.3x | |
| 3943 Ohishi Sangyo | JP¥1.44k | 0.6% +JP¥62.8m | -6.3% | PE18.5x |
