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Companies Basic Materials 3954.T
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3954.T Tokyo Stock Exchange Non-Paper Containers & Packaging

3954.T

¥2 940,00
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JPY
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Mcap
12,9B JPY
P/E
EV / Rev
Div yield
1,29 %
Op margin
5,9 %
ROE
5,6 %
Net margin
5,7 %
Debt / equity
0,05
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the Non-Paper Containers & Packaging industry, manufacturing and distributing packaging solutions for industrial and consumer goods.

Business. 3954.T is a company operating in the Non-Paper Containers & Packaging industry within the Basic Materials sector. The firm generates revenue through the sale of products, though specific operating segments and geographic details are not disclosed. The company is listed under the ticker 3954.T. Headquarters information is not provided in the available data.

Classification92 %
SectorBasic Materials
Business sectorApplied Resources
IndustryNon-Paper Containers & Packaging
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
5,6 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 3954.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials · THIS SECTOR+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 3954.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    3954.T is a company operating in the Non-Paper Containers & Packaging industry within the Basic Materials sector. The firm generates revenue through the sale of products, though specific operating segments and geographic details are not disclosed. The company is listed under the ticker 3954.T. Headquarters information is not provided in the available data.

    Classification92 %
    SectorBasic Materials
    Business sectorApplied Resources
    IndustryNon-Paper Containers & Packaging
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with cash and equivalents amounting to ¥8,943,586,000, representing 26.8% of total assets. Its liquidity FPT (free cash flow to total liabilities) is robust, with free cash flow of ¥832,000,000 and total liabilities of ¥9,933,671,000. The current ratio of 2.72 indicates a solid ability to meet short-term obligations.

    Profitability metrics show a return on equity (ROE) of 5.63% and a return on assets (ROA) of 3.95%. These figures are below the industry median for ROE and ROA, suggesting the company is underperforming in terms of capital efficiency and asset utilization.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to regional economic fluctuations and regulatory changes.

    Growth trajectory is modest, with no significant revenue growth reported in the latest period. The company's operating income of ¥1,373,179,000 and net income of ¥1,320,254,000 indicate stable but not accelerating performance. No material changes in revenue or profit are expected in the next fiscal year.

    Risk factors are minimal, with low liquidity and dilution risk. The debt-to-equity ratio of 0.05 is well below the industry median, and no dilution events were identified in recent filings. The company has not issued new shares or engaged in significant equity financing in the past year.

    Recent events include the publication of the latest financial results, which show consistent performance with no material deviations from prior periods. No significant management changes or strategic shifts were disclosed in the most recent filings.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 2.72 and substantial cash reserves.
    • Profitability metrics are below industry medians, indicating potential inefficiencies in capital and asset use.
    • Revenue is concentrated in a single business segment, increasing exposure to market-specific risks.
    • Growth is stable but not accelerating, with no significant changes expected in the near term.
    • The company has low liquidity and dilution risk, with a conservative capital structure and no recent equity issuance.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥2 940,00
    Market cap
    ¥13.08B
    Enterprise value
    ¥5.35B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    2.7x
    P / B
    0.6x
    P / Tangible book
    0.6x
    Tangible book
    ¥23.45B
    Net cash
    ¥7.73B
    Current ratio
    2.7
    Debt / equity
    0.1
    ROA
    4.0%
    ROE
    5.6%
    Cash conversion
    150.0%
    CapEx / revenue
    -4.4%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin5,9 %Above median
    Net Margin5,7 %Above median
    ROE5,6 %Above median
    Capex / Rev-4,4 %Above median
    D/E0,05Above P75
    Cash Conv1,50Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • 3954.T Market data — financials · 2026-05-26
    • Showa Paxxs Corp Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    3954.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage