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KPP GROUP HOLDINGS CO.,LTD.
(9274)
Select Model
Select Model
Rating:65Neutral
Price Target:
¥1,177.00
▲(42.84% Upside)
Action:Reiterated
Date:08/17/26
Overall score is driven primarily by stabilized but still thin financial performance: improved cash generation and gross margin are offset by cooling profitability since 2023 and meaningful leverage. Technicals add support due to a clear uptrend above major moving averages with neutral momentum readings. Valuation is moderately attractive, helped by a mid-teens P/E and a ~3.3% dividend yield.
Positive Factors
Gross Margin Improvement
The substantial improvement in gross margin indicates better product mix, pricing, or value-added execution. If sustained, it can provide greater protection against procurement costs and support earnings resilience despite the distribution model.
Negative Factors
Profitability and Returns Decline
The sharp decline in net margin and ROE shows that improved gross margin has not translated into sustained bottom-line performance. Low returns leave limited room to absorb cost inflation, weaker demand, or execution setbacks.
Read all positive and negative factors
Positive Factors
Negative Factors
Gross Margin Improvement
The substantial improvement in gross margin indicates better product mix, pricing, or value-added execution. If sustained, it can provide greater protection against procurement costs and support earnings resilience despite the distribution model.
Read all positive factors
KPP GROUP HOLDINGS CO.,LTD. (9274) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥70.08B
Dividend Yield3.32%
Average Volume (3M)139.02K
Price to Earnings (P/E)13.0
Beta (1Y)0.86
Revenue Growth-0.77%
EPS Growth-25.82%
CountryJP
Employees6,024
SectorGeneral
Sector StrengthN/A
IndustryPaper, Lumber & Forest Products
Share Statistics
EPS (TTM)84.10
Shares Outstanding67,244,286
10 Day Avg. Volume121,370
30 Day Avg. Volume139,023
Financial Highlights & Ratios
PEG Ratio-0.39
Price to Book (P/B)0.63
Price to Sales (P/S)0.09
P/FCF Ratio3.46
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
KPP GROUP HOLDINGS CO.,LTD. Business Overview & Revenue Model
Company Description
Kpp Group Holdings Co., Ltd., formerly Kokusai Pulp&Paper Co.,Ltd., is a prominent paper trading enterprise founded in Tokyo, Japan, in 1924. The company's primary business involves the worldwide acquisition, distribution, importation, and exporta...
How the Company Makes Money
The company primarily makes money through its operating subsidiaries by selling paper and paper-related products to business customers. Its revenue model is largely based on trading/distribution margins: it procures paper products (e.g., printing ...
KPP GROUP HOLDINGS CO.,LTD. Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
56
Neutral
Cash Flow
64
Positive
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 661.75B | 650.37B | 670.04B | 644.43B | 659.66B | 563.41B |
| Gross Profit | 134.37B | 130.04B | 129.12B | 119.90B | 120.58B | 92.95B |
| EBITDA | 25.65B | 24.41B | 26.91B | 26.03B | 29.88B | 18.70B |
| Net Income | 5.34B | 5.62B | 7.99B | 10.61B | 15.72B | 7.50B |
Balance Sheet | ||||||
| Total Assets | 402.41B | 374.71B | 352.04B | 344.56B | 330.66B | 290.71B |
| Cash, Cash Equivalents and Short-Term Investments | 12.79B | 12.63B | 11.32B | 26.29B | 30.73B | 22.63B |
| Total Debt | 118.39B | 137.46B | 119.03B | 108.26B | 112.25B | 96.84B |
| Total Liabilities | 312.34B | 285.25B | 265.81B | 262.66B | 262.85B | 234.33B |
| Stockholders Equity | 90.06B | 89.44B | 86.12B | 81.81B | 67.73B | 56.29B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 16.27B | 6.40B | 15.67B | 4.35B | 1.64B |
| Operating Cash Flow | 0.00 | 19.81B | 11.17B | 19.82B | 10.31B | 4.82B |
| Investing Cash Flow | 0.00 | -11.11B | -16.64B | -5.51B | -8.53B | -2.68B |
| Financing Cash Flow | 0.00 | -8.12B | -11.19B | -22.38B | 4.21B | -11.80B |
KPP GROUP HOLDINGS CO.,LTD. Technical Analysis
Positive
824.00
Price Trends
1039.46
Positive
995.29
Positive
903.93
Positive
Market Momentum
10.92
Positive
51.90
Neutral
54.95
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9274, the sentiment is Positive. The current price of 824 is below the 20-day moving average (MA) of 1092.60, below the 50-day MA of 1039.46, and below the 200-day MA of 903.93, indicating a neutral trend. The MACD of 10.92 indicates Positive momentum. The RSI at 51.90 is Neutral, neither overbought nor oversold. The STOCH value of 54.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:9274.
KPP GROUP HOLDINGS CO.,LTD. Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | ¥67.51B | 11.97 | ― | 3.87% | 7.05% | 7.82% | |
74 Outperform | ¥90.77B | 16.31 | ― | 3.17% | 9.00% | 21.98% | |
70 Outperform | ¥111.13B | 13.18 | ― | 3.38% | 11.98% | 45.28% | |
69 Neutral | ¥53.76B | 10.49 | ― | 3.00% | -0.27% | -7.26% | |
69 Neutral | ¥157.93B | 9.61 | ― | 2.46% | 9.75% | -5.73% | |
65 Neutral | ¥70.08B | 13.00 | ― | 4.48% | -0.77% | -25.82% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
* General Sector Average
JP:9274
KPP GROUP HOLDINGS CO.,LTD.
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44.51%
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KPP GROUP HOLDINGS CO.,LTD. Corporate Events
KPP Group Lifts Sales, Keeps Outlook as Profits Lag and Dividends Rise
Aug 7, 2026
KPP Group Holdings reported consolidated net sales of ¥170.7 billion for the quarter ended June 30, 2026, up 7.1% year-on-year, while operating profit fell 6.8% to ¥1.59 billion and profit attributable to owners of parent dropped 21.5% t...
KPP Group Launches Expanded Share Buyback on TSE
Aug 3, 2026
KPP GROUP HOLDINGS CO., LTD., a Tokyo Stock Exchange Prime Market-listed company, is implementing an active capital management strategy centered on repurchasing its common shares. This approach seeks to refine its shareholder structure and bolster...
KPP Group Expands Book Gift Card Benefits to Reward Long-Term Shareholders
Jul 21, 2026
KPP GROUP HOLDINGS has approved an expansion of its shareholder benefit program aimed at boosting the attractiveness of its shares and encouraging medium- to long-term shareholding. The company will now offer its existing book gift card benefit tw...
KPP GROUP HOLDINGS Ups Cross-Shareholding Sale Target to ¥7 Billion
Jul 21, 2026
KPP GROUP HOLDINGS CO., LTD., a TSE Prime-listed player in the paper and related products trading sector, focuses on supplying paper and packaging materials while driving growth through MA, digital transformation, and human capital development. It...
KPP Group to Cancel 4.46% of Shares in Capital Structure Move
Jul 21, 2026
KPP GROUP HOLDINGS CO., LTD. is a Japan-based company listed on the TSE Prime Market under securities code 9274, operating in the paper, packaging and related materials distribution sector. The group serves industrial and commercial customers, lev...
KPP Group Doubles Share Buyback Program and Extends Repurchase Period
Jul 21, 2026
KPP GROUP HOLDINGS has significantly expanded its share repurchase program, doubling both the maximum number of common shares to be acquired from 3,000,000 to 6,000,000 and the total acquisition amount from ¥3.6 billion to ¥7.2 billion. ...
KPP Group Launches ¥3.6 Billion Share Buyback to Boost Capital Efficiency
Jun 18, 2026
KPP Group Holdings has approved a share buyback program to enhance shareholder returns and improve capital efficiency, reflecting a more active capital management stance. The company plans to acquire up to 3 million common shares, or about 4.8% of...
KPP Group Profit Slumps but Dividend Rises as Portfolio Shifts to Digital Printing
May 22, 2026
KPP Group reported consolidated net sales of ¥650.4 billion for the fiscal year ended March 31, 2026, down 2.9% year on year, with operating profit falling 25.6% to ¥10.1 billion and profit attributable to owners of parent dropping 29.7%...
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.