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Chuetsu Pulp & Paper Co., Ltd.
(3877)
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Rating:64Neutral
Price Target:
¥2,167.00
▲(6.96% Upside)
Action:Reiterated
Date:05/16/26
Overall score is driven by attractive valuation (low P/E and strong dividend yield) and solid technical strength (price above key moving averages with positive MACD). These positives are offset by weaker financial performance—especially the sharp deterioration and volatility in cash generation alongside recent margin compression.
Positive Factors
Improved Balance Sheet
Material deleveraging and a larger equity base provide durable financial flexibility. Lower leverage reduces refinancing and liquidity risk through cycles, enabling the company to sustain operations, fund necessary mill maintenance and capital expenditure, and support distributions during weaker years.
Negative Factors
Volatile Cash Generation
Inconsistent conversion of earnings into cash and FCF near zero reduce capacity to self-fund capex, smooth dividends, or absorb shocks. Persistent volatility in cash generation constrains strategic flexibility and raises refinancing or external funding risk in tougher cycles.
Read all positive and negative factors
Positive Factors
Negative Factors
Improved Balance Sheet
Material deleveraging and a larger equity base provide durable financial flexibility. Lower leverage reduces refinancing and liquidity risk through cycles, enabling the company to sustain operations, fund necessary mill maintenance and capital expenditure, and support distributions during weaker years.
Read all positive factors
Chuetsu Pulp & Paper Co., Ltd. (3877) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥26.88B
Dividend Yield3.72%
Average Volume (3M)34.67K
Price to Earnings (P/E)10.4
Beta (1Y)0.71
Revenue Growth-0.56%
EPS Growth44.96%
CountryJP
Employees1,299
SectorBasic Materials
Sector Strength58
IndustryPaper, Lumber & Forest Products
Share Statistics
EPS (TTM)89.46
Shares Outstanding13,354,688
10 Day Avg. Volume25,520
30 Day Avg. Volume34,670
Financial Highlights & Ratios
PEG Ratio0.22
Price to Book (P/B)0.39
Price to Sales (P/S)0.21
P/FCF Ratio888.32
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Chuetsu Pulp & Paper Co., Ltd. Business Overview & Revenue Model
Company Description
Chuetsu Pulp & Paper Co., Ltd. is primarily focused on the creation, transformation, and distribution of pulp, paper, and associated derivative products. Its offerings include a diverse range of paper grades for printing, information, packaging, a...
How the Company Makes Money
The company primarily makes money by manufacturing and selling pulp and paper products. Its core revenue stream is sales of paper produced at its mills to downstream customers (e.g., converters, packaging-related users, and other industrial/commer...
Chuetsu Pulp & Paper Co., Ltd. Financial Statement Overview
Summary
Income Statement
54
Neutral
Balance Sheet
63
Positive
Cash Flow
38
Negative
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 111.33B | 110.39B | 111.01B | 107.83B | 105.67B | 90.10B |
| Gross Profit | 16.75B | 14.74B | 17.15B | 17.70B | 14.64B | 13.92B |
| EBITDA | 10.54B | 8.89B | 11.01B | 12.10B | 8.42B | 8.62B |
| Net Income | 1.18B | 2.44B | 1.76B | 3.70B | 3.05B | 1.27B |
Balance Sheet | ||||||
| Total Assets | 116.73B | 119.09B | 122.67B | 129.57B | 123.11B | 122.03B |
| Cash, Cash Equivalents and Short-Term Investments | 3.94B | 4.88B | 9.01B | 10.67B | 8.11B | 14.86B |
| Total Debt | 35.74B | 33.35B | 37.19B | 41.69B | 44.01B | 47.85B |
| Total Liabilities | 61.25B | 59.13B | 66.72B | 73.96B | 71.48B | 73.41B |
| Stockholders Equity | 56.43B | 59.95B | 56.89B | 55.60B | 51.62B | 48.59B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 26.00M | 4.00B | 5.53B | -3.32B | 4.44B |
| Operating Cash Flow | 0.00 | 4.67B | 10.36B | 13.56B | 2.66B | 8.26B |
| Investing Cash Flow | 0.00 | -4.00B | -6.01B | -7.91B | -5.12B | -3.15B |
| Financing Cash Flow | 0.00 | -4.79B | -6.01B | -3.10B | -4.79B | -5.89B |
Chuetsu Pulp & Paper Co., Ltd. Technical Analysis
Positive
2026.00
Price Trends
1980.62
Positive
1946.94
Positive
1865.05
Positive
Market Momentum
9.57
Negative
54.67
Neutral
68.28
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3877, the sentiment is Positive. The current price of 2026 is above the 20-day moving average (MA) of 1997.05, above the 50-day MA of 1980.62, and above the 200-day MA of 1865.05, indicating a bullish trend. The MACD of 9.57 indicates Negative momentum. The RSI at 54.67 is Neutral, neither overbought nor oversold. The STOCH value of 68.28 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:3877.
Chuetsu Pulp & Paper Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
70 Outperform | ¥69.56B | 15.05 | ― | 2.67% | 0.65% | 22.71% | |
65 Neutral | ¥125.12B | 27.85 | ― | 3.19% | 9.42% | -37.09% | |
64 Neutral | ¥26.88B | 10.41 | ― | 3.72% | -0.56% | 44.96% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
61 Neutral | ¥670.39B | 13.05 | 2.55% | 3.51% | 0.67% | 33.33% | |
52 Neutral | ¥144.30B | 12.60 | 3.57% | 1.31% | 0.86% | 158.75% | |
49 Neutral | ¥152.75B | 17.39 | 1.66% | 1.53% | -0.32% | ― |
* Basic Materials Sector Average
JP:3877
Chuetsu Pulp & Paper Co., Ltd.
2,030.00
503.08
32.95%
JP:3863
Nippon Paper
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JP:3880
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JP:3708
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JP:8032
Japan Pulp and Paper Co. Ltd.
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84.07%
Chuetsu Pulp & Paper Co., Ltd. Corporate Events
Chuetsu Pulp & Paper Overhauls Board and Executive Lineup Ahead of June Shareholders’ Meeting
May 14, 2026
Chuetsu Pulp Paper has announced a slate of management changes, including the planned retirement of Chairman Hisashi Uematsu as director and the adjustment of President Ryoji Fukumoto’s responsibilities to include oversight of the Tokyo Off...
Chuetsu Pulp & Paper Lifts Dividend as Profit Outlook Softens
May 14, 2026
Chuetsu Pulp Paper reported fiscal 2026 consolidated net sales of ¥110.4 billion, down slightly year on year, while operating and ordinary profit fell sharply as margins weakened, but profit attributable to owners of parent jumped 38.6% to &...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.