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JAJAPAY

Japan Tobacco Inc.

$JAPAY·$79B·Tobacco·Consumer Defensive
$22.12-0.5%
Mentions · last 7 days
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Price updated 15m ago·X counts updated 2d ago
JAJAPAY
$JAPAYJapan Tobacco Inc.
$22.12-0.45%0 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Japan Tobacco Inc. (JAPAY) is a multinational conglomerate with significant operations spanning tobacco products, pharmaceuticals, and processed foods. The company manages its diverse activities through four key business segments: Domestic Tobacco, International Tobacco, Pharmaceutical, and Processed Food, serving both the Japanese market and a global customer base. In its primary tobacco division, Japan Tobacco offers a broad range of traditional products, including cigarettes, cigars, pipe tobacco, oral tobacco, waterpipe tobacco, kretek, and fine-cut tobacco, distributed under prominent brands such as Winston, Camel, MEVIUS, and LD. Additionally, the company is a leader in developing reduced-risk alternatives, providing innovative tobacco-infused vapor, heated tobacco, and E-Vapor products under its Ploom, Logic, Ploom TECH, Ploom TECH+, and Ploom S brands. Beyond tobacco, Japan Tobacco's pharmaceutical arm is dedicated to the research, development, manufacturing, and commercialization of prescription drugs, addressing critical therapeutic areas like cardiovascular, renal and metabolic disorders, immunology, and neuroscience. Its processed food segment delivers a variety of offerings, encompassing staple items such as frozen noodles, okonomiyaki, and pre-cooked rice, alongside ambient processed foods, bakery goods, and various seasonings, including yeast extracts and oyster sauce. Founded in Tokyo, Japan, in 1898, Japan Tobacco Inc. boasts a rich history spanning over a century.

Industry overviewAI analysisGenerated by AI from underlying data

Where Tobacco sits in its cycle right now — and what that implies for $JAPAY.

Tobacco · Consumer Defensive

No material change from last week — the market's trajectory under China's tightening e-cigarette regulations determines RLX's volume and pricing, while ISPR's OEM device technology for nicotine..

Industry benchmark

4-name peer basket
-6.4%YTD
-8.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
20.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
25.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
14.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
56.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$0.41$0.33+24.2%
Q1 2026May 8, 2026$0.35$0.30+19.3%
Q4 2025Feb 12, 2026$-0.00$0.11-102.5%
Q3 2025Dec 25, 2025$0.37$0.31+17.2%
Next earningsThu, Oct 29·consensus EPS $0.34

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.06T+17.0%58.8%32.0%$66.13$262.5B
Q1 FY26$940.9B+13.8%59.0%32.2%$55.93$15.8B
Q4 FY25$848.7B+12.2%52.9%3.8%$-0.45$186.7B
Q3 FY25$915.2B+11.1%56.1%30.3%$55.00$80.7B

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.84T$3.59T – $4.01T$174.99$170.17 – $178.206
FY27$4.01T$3.74T – $4.18T$196.23$185.06 – $205.807
FY28$4.21T$3.93T – $4.39T$216.51$197.56 – $228.564
FY29$4.28T$3.99T – $4.46T$241.08$219.97 – $254.493
FY30$4.46T$4.16T – $4.66T$261.50$238.61 – $276.066

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.98%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+15.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+19.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.1B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.135-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Japan Tob (JAPAY) Projected to Release Quarterly Earnings on Thursdaydefenseworld.net·12d agoJAPAN TOB (JAPAY) Upgraded to Buy: Here's What You Should Knowzacks.com·31d agoUS FDA proposes rule to tighten oversight of foreign tobacco makersreuters.com·38d agoJapan Tobacco: Steady As She Goesseekingalpha.com·68d agoJapan Tobacco Inc. (JAPAY) Q1 2026 Earnings Call Transcriptseekingalpha.com·87d ago

More in Tobacco

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Voices on X · last 7 days

No standout posts about $JAPAY on X in the last 7 days.

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