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Nippon Sanso Holdings CorporationTSE:4091 Stock Report

Market Cap JP¥2.7t
Share Price
JP¥6.19k
JP¥5.89k
5.2% overvalued intrinsic discount
1Y24.7%
7D1.2%
1D
Portfolio Value
View

Nippon Sanso Holdings Corporation

TSE:4091 Stock Report

Market Cap: JP¥2.7t

Nippon Sanso Holdings (4091) Stock Overview

Engages in the gas business in Japan, the United States, Europe, Asia, and Oceania. More details

4091 fundamental analysis
Snowflake Score
Valuation1/6
Future Growth1/6
Past Performance5/6
Financial Health4/6
Dividends4/6

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 Competitors

Price History & Performance

Summary of share price highs, lows and changes for Nippon Sanso Holdings
Historical stock prices
Current Share PriceJP¥6,192.00
52 Week HighJP¥6,347.00
52 Week LowJP¥4,465.00
Beta0.42
1 Month Change8.90%
3 Month Change6.43%
1 Year Change24.66%
3 Year Change109.54%
5 Year Change183.26%
Change since IPO963.92%

Recent News & Updates

Narrative Update 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).
Analysis Article 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...
Narrative Update 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).

Recent updates

Narrative Update 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).
Analysis Article 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...
Narrative Update 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).
Narrative Update 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).
Narrative Update 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).
Narrative Update 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).
New Narrative 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?
Narrative Update 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).
New Narrative 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?
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
New Narrative 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.
Analysis Article 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...
Analysis Article Jul 24

A Look At The Intrinsic Value Of Nippon Sanso Holdings Corporation (TSE:4091)

Key Insights Nippon Sanso Holdings' estimated fair value is JP¥6,440 based on 2 Stage Free Cash Flow to Equity Nippon...
Analysis Article Jul 09

The Price Is Right For Nippon Sanso Holdings Corporation (TSE:4091)

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider Nippon...
Analysis Article Jun 23

Nippon Sanso Holdings' (TSE:4091) Conservative Accounting Might Explain Soft Earnings

Soft earnings didn't appear to concern Nippon Sanso Holdings Corporation's ( TSE:4091 ) shareholders over the last...
Analysis Article May 29

These 4 Measures Indicate That Nippon Sanso Holdings (TSE:4091) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Shareholder Returns

4091JP ChemicalsJP Market
7D1.2%0.9%1.2%
1Y24.7%53.4%42.1%

Return vs Industry: 4091 underperformed the JP Chemicals industry which returned 51.2% over the past year.

Return vs Market: 4091 underperformed the JP Market which returned 41.3% over the past year.

Price Volatility

Is 4091's price volatile compared to industry and market?
4091 volatility
4091 Average Weekly Movement6.4%
Chemicals Industry Average Movement6.0%
Market Average Movement5.0%
10% most volatile stocks in JP Market9.6%
10% least volatile stocks in JP Market2.5%

Stable Share Price: 4091 has not had significant price volatility in the past 3 months compared to the JP market.

Volatility Over Time: 4091's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
191019,754Toshihiko Hamadawww.nipponsanso-hd.co.jp

Nippon Sanso Holdings Corporation engages in the gas business in Japan, the United States, Europe, Asia, and Oceania. It operates through five segments: Japan, United States, Europe, Asia and Oceania, and Thermos. The company offers oxygen, nitrogen, argon, carbon dioxide, helium, hydrogen, acetylene; gas-related equipment; and specialty gases, such as electronic material gases, pure gases, etc. It also provides installation, semiconductor manufacturing equipment, fusing equipment, welding materials, plants and machinery, liquefied petroleum gas, and related equipment, as well as medical gases, medical equipment, and stable isotopes.

Nippon Sanso Holdings Corporation Fundamentals Summary

How do Nippon Sanso Holdings's earnings and revenue compare to its market cap?
4091 fundamental statistics
Market capJP¥2.68t
Earnings (TTM)JP¥123.89b
Revenue (TTM)JP¥1.36t
21.6x
P/E Ratio
2.0x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
4091 income statement (TTM)
RevenueJP¥1.36t
Cost of RevenueJP¥777.19b
Gross ProfitJP¥582.42b
Other ExpensesJP¥458.53b
EarningsJP¥123.89b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

Jul 29, 2026

Earnings per share (EPS)286.22
Gross Margin42.84%
Net Profit Margin9.11%
Debt/Equity Ratio70.0%

How did 4091 perform over the long term?

See historical performance and comparison

Dividends

1.1%
Current Dividend Yield
22%
Payout Ratio

Does 4091 pay a reliable dividends?

See 4091 dividend history and benchmarks
When do you need to buy 4091 by to receive an upcoming dividend?
Nippon Sanso Holdings dividend dates
Ex Dividend DateMar 30 2026
Dividend Pay DateJun 18 2026
Days until Ex dividend54 days
Days until Dividend pay date26 days

Does 4091 pay a reliable dividends?

See 4091 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/22 06:20
End of Day Share Price 2026/05/22 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Nippon Sanso Holdings Corporation is covered by 21 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Mikiya YamadaBarclays
Takashi EnomotoBofA Global Research
Atsushi IkedaCitigroup Inc