Reading the tape
JPX: 7887.T
Nankai Plywood Co.,Ltd.
Consumer Cyclical · Furnishings, Fixtures & Appliances
Market Cap
¥10.22B
52w High
¥2,680.00
52w Low
¥1,056.00
P/E
8.82
Volume
3.30K
Outstanding Shares
4.85M
Price vs Fundamentals
Why The Stock Is Moving
Optimism is getting priced inModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 97.2%Revenue (TTM): 5.5%P/E: 60th pct
What changed
The stock rose 97.2% over the last year. Revenue grew 5.5% over the trailing twelve months. Operating margin moved from 3.75% to 6.16%.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/E range (60th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 6.16% — continued expansion would be needed to justify the premium. Revenue growth of 5.5% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Company profile
Nankai Plywood Co.,Ltd. manufactures and sells interior building materials in Japan.
CEOToru Maruyama
SectorConsumer Cyclical
IndustryFurnishings, Fixtures & Appliances
Employees1,810
IPO dateApr 4, 2000
Valuation
Forward P/E—
EV/EBITDA3.81
Enterprise value$7.22B
Stock splits
Mar 30, 2026↑ Forward
Every 1 shares became 5
Sep 27, 2017↓ Reverse
Every 10 shares became 1
Profitability & growth
Revenue growth-0.5%
Gross margin31.87%▼0.30%vs FY2024
Operating margin6.16%▲8.16%vs FY2024
ROE0.41%▼89.52%vs FY2024
Analyst consensus
Rating—
Target price—
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 15, 2026
Q2 FY26 · EPS est — · Revenue est —
View
Dividends
$40.00/shareAnnual3yr growth streakAt Risk7887.T pays a dividend with a 1.9% dividend yield, 3 consecutive years of growth, growing at 10.76% annually, covered 3.9× by free cash flow.
Dividend Yield
1.9%
Annual Div / Share
$40.00
5yr CAGR
+10.76%
Doubles every ~6.8yr
Payout Ratio
143.33%
At Risk
Dividend Growth Rate
3yr CAGR
+10.06%
5yr CAGR
+10.76%
10yr CAGR
+9.6%
Dividend Safety
6/10At Risk
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2026$40.00+33.3%
2025$30.00+0.0%
2024$30.00+0.0%
2023$30.00-25.0%
2022$40.00+66.7%
2021$24.00+0.0%
2020$24.00+0.0%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$19/yr
$2/mo
In 5 yrs
$32/yr+67%
$3/mo
In 10 yrs
$53/yr+178%
$4/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$19/yr $2/mo | $32/yr+67% $3/mo | $53/yr+178% $4/mo |
Yield-on-cost grows from 1.9% → 5.27% over 10yr
Analysis
Dividend Strengths
Well-covered by free cash flow
The dividend is covered 3.9× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 10.76% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
High payout ratio
With 143.33% of earnings paid as dividends, there is limited retained earnings for reinvestment — and a dividend cut becomes more likely if earnings decline.