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Japan Tobacco Inc. Stock Price

TSE:2914 Community·JP¥11.4t Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 17 Fair Values set on narratives written by author

2914 Share Price Performance

JP¥0
0.00 (0.00%)
JP¥6,570.00
Fair Value
JP¥0
0.00 (0.00%)
Price JP¥0

2914 Community Narratives

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Fair Value JP¥6.57k 2.2% undervalued intrinsic discount

2914: Profit Margin Gains And Dividend Outlook Will Support Measured Performance

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Fair Value JP¥5.8k 10.8% overvalued intrinsic discount

Global Regulation And Combustible Decline Will Erode Tobacco Earnings Power Over Time

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Fair Value JP¥7k 8.2% undervalued intrinsic discount

Heated Tobacco Expansion And RRP Investment Will Transform Long Term Earnings Quality

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JP¥5.8k
10.8% overvalued intrinsic discount
Revenue
2.16% p.a.
Profit Margin
18.24%
Future PE
17.44x
Price in 2029
JP¥6.86k
JP¥6.57k
2.2% undervalued intrinsic discount
Revenue
5.52% p.a.
Profit Margin
18.23%
Future PE
17.93x
Price in 2029
JP¥7.77k
JP¥7k
8.2% undervalued intrinsic discount
Revenue
5.52% p.a.
Profit Margin
20.31%
Future PE
17.76x
Price in 2029
JP¥8.25k

Trending Discussion

No trending discussion available.

Updated Narratives

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2914: Board Actions And Margin Outlook Will Shape A Measured Fair-Value Case

Fair Value: JP¥5.8k 10.8% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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2914: Future Cash Flow Assumptions And Governance Actions Will Support Balanced Returns

Fair Value: JP¥6.57k 2.2% undervalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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Heated Tobacco Expansion And RRP Investment Will Transform Long Term Earnings Quality

Fair Value: JP¥7k 8.2% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Solid track record with excellent balance sheet.

1 Risk
3 Rewards

Japan Tobacco Inc. Key Details

JP¥3.6t

Revenue

JP¥1.6t

Cost of Revenue

JP¥2.0t

Gross Profit

JP¥1.5t

Other Expenses

JP¥540.9b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 30, 2026
304.69
56.58%
15.07%
43.2%
View Full Analysis

About 2914

Founded
1898
Employees
52867
CEO
Takehiko Tsutsui
WebsiteView website
www.jt.com

Japan Tobacco Inc., a tobacco company, engages in the manufacture and sale of tobacco products in Japan and internationally. It operates through two segments: Tobacco Business and Processed Food Business. It offers tobacco products, such as cigarettes, fine cut tobacco products, cigars, pipes, and hookah products. The company provides reduced-risk products, including heated tobacco, infused tobacco, e-vapor, traditional oral, and modern oral. Further, the company provides frozen and room-temperature products comprising frozen udon noodles, packed rice, and frozen okonomiyaki; and seasonings, including yeast extracts, assembled, kelp and seaweed, and oyster sauces. It offers its products under the Winston, Camel, Möbius, and LD brands. Japan Tobacco Inc. was founded in 1898 and is headquartered in Tokyo, Japan.

Recent 2914 News & Updates

Narrative Update Jul 08

2914: Board Actions And Margin Outlook Will Shape A Measured Fair-Value Case

Analysts have raised their price target on Japan Tobacco from ¥4,500 to ¥5,800, citing updated assumptions that include a slightly higher discount rate, revised revenue growth inputs, a higher profit margin, and a modestly higher future P/E multiple. What's in the News Japan Tobacco has scheduled a board meeting for June 5, 2026, to consider and approve the disposal of treasury shares for restricted stock remuneration and performance share units, as well as other business matters.
Narrative Update Jun 24

2914: Future Cash Flow Assumptions And Governance Actions Will Support Balanced Returns

Analysts have nudged their price target for Japan Tobacco higher to ¥6,570 from ¥6,524, reflecting updated assumptions for a slightly lower discount rate, a modestly adjusted revenue growth outlook at 5.52%, a near steady profit margin of about 18.23%, and a future P/E estimate of roughly 17.93x. What’s in the News for Japan Tobacco A board meeting is scheduled for May 18, 2026, to review the Notice of Receipt of Dividend from a consolidated subsidiary of Japan Tobacco.
Narrative Update Jun 05

2914: Future Cash Flow Assumptions Will Support Fairly Balanced Return Profile

Analysts have lifted their fair value estimate for Japan Tobacco from ¥6,442.73 to ¥6,524.55, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E as support for the higher target. What's in the News Board meeting scheduled for Jun 5, 2026, to consider and approve the disposal of treasury shares for restricted stock remuneration and performance share units, as well as other business matters.

Recent updates

No updates

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