Nippon Kodoshi Corporation (3891) AI Stock Analysis

• Market Cap: ¥43.23B
• Dividend Yield: 2.28%
• Average Volume (3M): 33.57K
• Price to Earnings (P/E): 11.8
• Beta (1Y): 1.04
• Revenue Growth: 12.56%
• EPS Growth: 18.52%
• Country: JP
• Employees: 485
• Sector: Technology
• Sector Strength: 88
• Industry: Hardware, Equipment & Parts
• EPS (TTM): 72.46
• Shares Outstanding: 10,698,482
• 10 Day Avg. Volume: 30,540
• 30 Day Avg. Volume: 33,566
• PEG Ratio: 0.50
• Price to Book (P/B): 0.77
• Price to Sales (P/S): 1.15
• P/FCF Ratio: -8.63
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): 256
• Revenue Forecast (FY): ¥19.50B

• Rating: 62 Neutral
• Price Target: ¥4,362.00 ▲(27.36% Upside)
• Action: Downgraded Date: 03/24/26
• Date: Action: Downgraded 03/24/26

The score is driven primarily by stable-to-good fundamentals (strong 2025 revenue rebound and a manageable balance sheet) but is held back by persistently negative free cash flow and weak near-term technicals. Valuation is a supportive offset with a moderate P/E and ~2% dividend yield.

Positive Factors

Revenue Rebound

A sharp 2025 top-line recovery after prior declines indicates renewed end-market demand and restored operational scale. Over the medium term this supports higher capacity utilization, improves leverage on fixed costs, and bolsters the firm's ability to sustain product investments and contract supply commitments.

Negative Factors

Persistent Negative Free Cash Flow

Consecutive negative FCF reduces internal financial flexibility and burdens funding for capex, debt service, and shareholder returns. Over months this forces reliance on external financing or asset sales to support growth or working-capital needs, raising execution and refinancing risk in downturns.

Nippon Kodoshi Corporation Business Overview & Revenue Model

Company Description

Nippon Kodoshi Corporation manufactures and sells separators in Japan and internationally. The company offers aluminum electrolytic capacitors for electronic devices and home appliances; separators for conductive polymer solid capacitors that are ...

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Nippon Kodoshi Corporation manufactures and sells separators in Japan and internationally. The company offers aluminum electrolytic capacitors for electronic devices and home appliances; separators for conductive polymer solid capacitors that are ...

How the Company Makes Money

The company generates revenue through the production and sale of its specialized paper products, which are essential components in energy storage solutions like lithium-ion batteries and electronic capacitors. These products are sold primarily to ...

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The company generates revenue through the production and sale of its specialized paper products, which are essential components in energy storage solutions like lithium-ion batteries and electronic capacitors. These products are sold primarily to ...

Nippon Kodoshi Corporation Financial Statement Overview

Breakdown	TTM	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement
Total Revenue	16.78B	16.03B	14.83B	17.59B	18.07B	15.92B
Gross Profit	4.58B	4.45B	3.65B	5.53B	6.15B	4.60B
EBITDA	3.58B	3.51B	3.46B	4.95B	5.55B	4.07B
Net Income	1.72B	1.78B	1.48B	2.47B	2.92B	2.01B
Balance Sheet
Total Assets	35.57B	35.50B	34.04B	30.70B	26.18B	25.05B
Cash, Cash Equivalents and Short-Term Investments	4.33B	4.13B	4.31B	4.22B	4.44B	4.58B
Total Debt	9.08B	8.29B	8.19B	5.75B	2.85B	3.82B
Total Liabilities	11.48B	11.59B	11.68B	9.13B	6.85B	8.44B
Stockholders Equity	24.08B	23.90B	22.37B	21.57B	19.33B	16.60B
Cash Flow
Free Cash Flow	0.00	-2.14B	-1.50B	-2.88B	1.02B	2.32B
Operating Cash Flow	0.00	3.80B	1.91B	685.31M	2.91B	3.22B
Investing Cash Flow	0.00	-3.40B	-3.41B	-3.60B	-1.84B	-988.77M
Financing Cash Flow	0.00	-637.32M	1.50B	2.58B	-1.26B	541.32M

Nippon Kodoshi Corporation Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 3425.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3891, the sentiment is Positive. The current price of 3425 is below the 20-day moving average (MA) of 3784.70, below the 50-day MA of 3762.44, and above the 200-day MA of 2736.06, indicating a bullish trend. The MACD of 41.04 indicates Negative momentum. The RSI at 58.83 is Neutral, neither overbought nor oversold. The STOCH value of 89.78 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:3891.

Nippon Kodoshi Corporation Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
6817	70 Outperform	¥39.87B	10.06	―	4.53%	-2.57%	3.43%
6768	69 Neutral	¥56.10B	33.92	3.63%	2.25%	11.74%	-30.96%
3891	62 Neutral	¥43.23B	11.82	―	2.28%	12.56%	18.52%
Sector *	61 Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%
6996	60 Neutral	¥135.56B	11.45	―	2.18%	-0.93%	-45.03%
6844	58 Neutral	¥33.34B	2.72	―	1.95%	6.10%	―
6997	47 Neutral	¥40.94B	9.09	2.26%	―	-2.53%	-85.61%