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Nippon Paint Holdings Co., Ltd.TSE:4612 Stock Report

Market Cap JP¥2.3t
Share Price
JP¥983.80
JP¥1.05k
6.3% undervalued intrinsic discount
1Y-9.0%
7D0.5%
Portfolio Value
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Nippon Paint Holdings Co., Ltd.

TSE:4612 Stock Report

Market Cap: JP¥2.3t

4612 Community Fair Values

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Community Contributor
CA$5.07FV 68.0% undervalued intrinsic discount
4849.4%Revenue growth p.a.
13.2k
37
1
267
2mo ago

Nippon Paint Holdings Co., Ltd. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Nippon Paint Holdings
Historical stock prices
Current Share PriceJP¥983.80
52 Week HighJP¥1,352.00
52 Week LowJP¥949.60
Beta0.81
1 Month Change0.78%
3 Month Change-3.97%
1 Year Change-9.03%
3 Year Change-21.80%
5 Year Change-39.57%
Change since IPO514.88%

Recent News & Updates

4612: Share Buybacks And Higher Payout Will Support Future Upside

Analysts have made a small upward adjustment to their price target for Nippon Paint Holdings to ¥1,584 from ¥1,581, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Nippon Paint Holdings has updated its share repurchase activity under the buyback announced on October 9, 2025, completing the purchase of 29,410,000 shares, or 1.26% of shares, for ¥29,999.98m, including 8,512,300 shares, or 0.37%, repurchased between January 1 and February 28, 2026 for ¥9,093.21m (Key Developments).

4612: Share Buybacks Will Support Future Earnings And Dividend Upside

Analysts have slightly reduced their price target for Nippon Paint Holdings to ¥1,580.78 from ¥1,584.70, reflecting updated views on revenue growth, profit margins, the discount rate and future P/E assumptions. What's in the News Nippon Paint Holdings has an ongoing share repurchase program announced on October 9, 2025, under which it has bought back a total of 29,410,000 shares, representing 1.26% of shares, for ¥29,999.98 million across multiple tranches (Key Developments).

4612: Share Buybacks And Rising Margins Will Support Future Returns

Analysts have kept their price target for Nippon Paint Holdings broadly unchanged at about ¥1,584.70, reflecting only minor adjustments to assumptions for the discount rate, revenue growth, profit margin and future P/E multiple. This signals a steady view of the company’s valuation drivers.

4612: Share Buybacks And Higher Margins Will Support Forward Returns

Analysts have nudged their price target for Nippon Paint Holdings up from ¥1,550 to about ¥1,585, reflecting updated assumptions that combine slightly higher profit margin and discount rate inputs with a modestly lower revenue growth outlook and a marginally reduced future P/E multiple. What's in the News Nippon Paint Holdings reported on progress under its share repurchase program announced on October 9, 2025, with a total of 29,410,000 shares bought back so far, representing 1.26% of shares for ¥29,999.98 million (company announcement).

Recent updates

4612: Share Buybacks And Higher Payout Will Support Future Upside

Analysts have made a small upward adjustment to their price target for Nippon Paint Holdings to ¥1,584 from ¥1,581, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Nippon Paint Holdings has updated its share repurchase activity under the buyback announced on October 9, 2025, completing the purchase of 29,410,000 shares, or 1.26% of shares, for ¥29,999.98m, including 8,512,300 shares, or 0.37%, repurchased between January 1 and February 28, 2026 for ¥9,093.21m (Key Developments).

4612: Share Buybacks Will Support Future Earnings And Dividend Upside

Analysts have slightly reduced their price target for Nippon Paint Holdings to ¥1,580.78 from ¥1,584.70, reflecting updated views on revenue growth, profit margins, the discount rate and future P/E assumptions. What's in the News Nippon Paint Holdings has an ongoing share repurchase program announced on October 9, 2025, under which it has bought back a total of 29,410,000 shares, representing 1.26% of shares, for ¥29,999.98 million across multiple tranches (Key Developments).

4612: Share Buybacks And Rising Margins Will Support Future Returns

Analysts have kept their price target for Nippon Paint Holdings broadly unchanged at about ¥1,584.70, reflecting only minor adjustments to assumptions for the discount rate, revenue growth, profit margin and future P/E multiple. This signals a steady view of the company’s valuation drivers.

4612: Share Buybacks And Higher Margins Will Support Forward Returns

Analysts have nudged their price target for Nippon Paint Holdings up from ¥1,550 to about ¥1,585, reflecting updated assumptions that combine slightly higher profit margin and discount rate inputs with a modestly lower revenue growth outlook and a marginally reduced future P/E multiple. What's in the News Nippon Paint Holdings reported on progress under its share repurchase program announced on October 9, 2025, with a total of 29,410,000 shares bought back so far, representing 1.26% of shares for ¥29,999.98 million (company announcement).

4612: Buybacks And M&A Will Support Modest Returns With Balanced Risks

Analysts have nudged their price target for Nippon Paint Holdings up from ¥1,240 to about ¥1,255, citing updated assumptions that include a slightly lower discount rate, a modest adjustment to revenue growth, a small uplift in profit margin, and a reduced future P/E multiple. What's in the News Nippon Paint Holdings issued consolidated earnings guidance for the fiscal year ending December 31, 2026, with expected revenue of ¥1.92b, operating profit of ¥283,000 million, profit attributable to owners of parent of ¥198,000 million, and basic EPS of ¥85.34 (company guidance).

Nippon Paint Holdings Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Feb 17
Nippon Paint Holdings Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

4612: Share Buybacks And Active M&A Will Support Future Upside

Analysts kept their fair value estimate for Nippon Paint Holdings steady at ¥1,240, with only small tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E. This reflects a broadly unchanged view of the company’s outlook.

4612: Active M&A Pipeline And Strong Balance Sheet Will Drive Future Upside

Analysts have trimmed their price target for Nippon Paint Holdings slightly, from ¥1,245 to ¥1,240. This reflects small adjustments to fair value, discount rate, profit margin and forward P/E assumptions, while keeping revenue growth expectations broadly unchanged.

Nippon Paint Holdings Co., Ltd. (TSE:4612) Shares Could Be 37% Below Their Intrinsic Value Estimate

Jan 14
Nippon Paint Holdings Co., Ltd. (TSE:4612) Shares Could Be 37% Below Their Intrinsic Value Estimate

4612: Share Buyback And Active M&A Program Will Drive Future Upside

Analysts have kept their fair value estimate for Nippon Paint Holdings broadly unchanged at ¥1,245.45, with only small tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions driving the latest price target update. What's in the News Nippon Paint Holdings is actively seeking acquisitions, with management describing two approaches: bolt-on deals pursued by partner companies in nearby geographies or related businesses, and larger, more autonomous assets similar to the DuluxGroup acquisition in 2019 and the AOC deal this year (Key Developments).

4612: Share Buyback And M&A Focus Will Drive Shareholder Value

Analysts have slightly trimmed their price target for Nippon Paint Holdings to approximately ¥1,245 from about ¥1,255. This reflects a modestly lower fair value and profit margin outlook, which is only partially offset by marginally stronger expected revenue growth and a slightly cheaper future earnings multiple.

4612: Share Buyback Program Will Drive Shareholder Value Through 2026

Analysts have slightly raised their price target for Nippon Paint Holdings from ¥1,250 to ¥1,254.55, citing marginal improvements in profitability as well as minor changes in discount rates and revenue forecasts. What's in the News Nippon Paint Holdings announced an Analyst/Investor Day event to engage with stakeholders and share business updates (Key Developments).

Nippon Paint Holdings Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Nov 18
Nippon Paint Holdings Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

4612: Share Repurchase Program Will Drive Positive Momentum Through 2026

Analysts have revised their fair value estimate for Nippon Paint Holdings downward from ¥1,284 to ¥1,250 per share. This change reflects modest shifts in revenue growth projections and profit margin expectations.

Nippon Paint Holdings (TSE:4612) Will Pay A Dividend Of ¥8.00

Oct 28
Nippon Paint Holdings (TSE:4612) Will Pay A Dividend Of ¥8.00

Nippon Paint Holdings' (TSE:4612) Dividend Will Be ¥8.00

Oct 09
Nippon Paint Holdings' (TSE:4612) Dividend Will Be ¥8.00

Is Nippon Paint Holdings Co., Ltd. (TSE:4612) Trading At A 38% Discount?

Sep 28
Is Nippon Paint Holdings Co., Ltd. (TSE:4612) Trading At A 38% Discount?

Nippon Paint Holdings (TSE:4612) Is Paying Out A Dividend Of ¥8.00

Sep 12
Nippon Paint Holdings (TSE:4612) Is Paying Out A Dividend Of ¥8.00

US Infrastructure Recovery And Asia Pacific Expansion Will Unlock Opportunities

Nippon Paint Holdings saw its consensus analyst price target marginally reduced from ¥1293 to ¥1284, as both revenue growth forecasts and discount rate estimates remained effectively unchanged. Valuation Changes Summary of Valuation Changes for Nippon Paint Holdings The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥1293 to ¥1284.

Nippon Paint Holdings (TSE:4612) Has A Pretty Healthy Balance Sheet

Aug 07
Nippon Paint Holdings (TSE:4612) Has A Pretty Healthy Balance Sheet

Why We're Not Concerned About Nippon Paint Holdings Co., Ltd.'s (TSE:4612) Share Price

Jul 08
Why We're Not Concerned About Nippon Paint Holdings Co., Ltd.'s (TSE:4612) Share Price
User avatar

Expanding Into Emerging Markets Promises Revenue Growth Amid Global Challenges

Strategic cost reviews and personnel optimization in China aim to enhance margins and earnings growth.

Shareholder Returns

4612JP ChemicalsJP Market
7D0.5%1.8%0.6%
1Y-9.0%49.7%40.1%

Return vs Industry: 4612 underperformed the JP Chemicals industry which returned 49.7% over the past year.

Return vs Market: 4612 underperformed the JP Market which returned 40.1% over the past year.

Price Volatility

Is 4612's price volatile compared to industry and market?
4612 volatility
4612 Average Weekly Movement5.3%
Chemicals Industry Average Movement5.7%
Market Average Movement4.8%
10% most volatile stocks in JP Market9.5%
10% least volatile stocks in JP Market2.4%

Stable Share Price: 4612 has not had significant price volatility in the past 3 months compared to the JP market.

Volatility Over Time: 4612's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
187938,481Yuichiro Wakatsukiwww.nipponpaint-holdings.com

Nippon Paint Holdings Co., Ltd. engages in the paints and fine chemicals businesses in Japan, Asia, the United States, Europe, and internationally. The company offers automotive coatings, including paints for the automotive body, surface treatment, electrodeposition coating, intermediate coating, and finish coating; paints for plastic components, such as bumpers and interior components; decorative paints for construction sites, single-family detached homes, condominiums, office buildings, medical institutions, and schools; industrial coatings that are used for construction and farming machinery, exterior construction materials, office equipment, electric home appliances; and marine coatings, such as antifouling paints. It also provides surface treatment products comprising functional coatings, which demonstrate various functions, such as hydrophilicity and rust prevention, and substrate films; caulking agents to fill gaps between building materials; adhesives to fix flooring and building materials; and fillers used for base coatings.

Nippon Paint Holdings Co., Ltd. Fundamentals Summary

How do Nippon Paint Holdings's earnings and revenue compare to its market cap?
4612 fundamental statistics
Market capJP¥2.32t
Earnings (TTM)JP¥179.80b
Revenue (TTM)JP¥1.77t
12.7x
P/E Ratio
1.3x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
4612 income statement (TTM)
RevenueJP¥1.77t
Cost of RevenueJP¥1.02t
Gross ProfitJP¥750.24b
Other ExpensesJP¥570.44b
EarningsJP¥179.80b

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

May 15, 2026

Earnings per share (EPS)77.52
Gross Margin42.29%
Net Profit Margin10.13%
Debt/Equity Ratio78.0%

How did 4612 perform over the long term?

See historical performance and comparison

Dividends

1.7%
Current Dividend Yield
21%
Payout Ratio

Does 4612 pay a reliable dividends?

See 4612 dividend history and benchmarks
When do you need to buy 4612 by to receive an upcoming dividend?
Nippon Paint Holdings dividend dates
Ex Dividend DateJun 29 2026
Dividend Pay DateSep 11 2026
Days until Ex dividend60 days
Days until Dividend pay date134 days

Does 4612 pay a reliable dividends?

See 4612 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/30 07:51
End of Day Share Price 2026/04/30 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

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 Paint Holdings Co., Ltd. is covered by 16 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Takashi EnomotoBofA Global Research
Yuta NishiyamaCitigroup Inc
Yifan ZhangCLSA