Hokuetsu Corporation (HKPMF) Fair Value & Analysis

Basic Materials · US · Market cap $2.0B

A solid business, currently priced close to our fair value.

What matters now

• The price sits close to our fair value, market and models broadly agree here, little valuation tension.
• A fairly wide model range ($8.29 to $15.16) leaves room in how you read the outcome.

Price vs Fair Value (4 months)

White line = price, green steps = our fair value per fiscal year. As of Jul 16, 2026.

How to read this chart

4‑month range $12.60 – $12.60 · fair‑value band $8.29 – $15.16 · the $12.60 price screens above the $11.48 fair value. As of Jul 16, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Hokuetsu Corporation (HKPMF) currently trades at $12.60, while our model-based Fair Value estimate is $11.48, implying the stock looks roughly 8.9% fairly valued today. The Quality Score stands at 59/100 (solid quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Hokuetsu Corporation generated revenue of $288B at a net margin of 2.5%. Revenue declined 1.5% year over year. It earns a return on equity of 2.9%. Net debt stands at $61.4B. Fundamentals as of Jul 16, 2026

Our scenario range runs from $8.29 (bear case) to $15.16 (bull case); at $12.60, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at 10% fair-value upside, at -9%, HKPMF screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Widest divergence: Multiples ($11.05) versus Earnings-Based ($5.50). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Hokuetsu Corporation manufactures and sells paper products in Japan, the rest of Asia, North America, and internationally. It operates through Pulp and Paper Business, Packaging and Paper Processing Business, and Other segments.

Full company description

Hokuetsu Corporation manufactures and sells paper products in Japan, the rest of Asia, North America, and internationally. It operates through Pulp and Paper Business, Packaging and Paper Processing Business, and Other segments. The company is also involved in the manufacture and sale of paper containers and liquid containers, as well as manufacture, processing, and sale of processed paper products; and wood material, construction, logistics, and used paper wholesale businesses. In addition, it acts as sales and distribution agent; manufacturing and sale of vulcanized fiber products and paper, glass fiber sheets, liquid package cartons and packaging, laminated paper and related materials; cutting, selecting, packing and loading/unloading of the company's products; industrial wastewater purification processing and waste disposal; and supply of steam and electric power, and computer-related components. Further, the company engages in mailing business; processing and sale of carrier tape for precision electronic parts; manufacturing and sale of industrial machinery and electric instrumentation construction; design and construction of civil engineering and buildings; provision of transportation and warehousing services; and import and sales of vulcanized fiber and AGM battery separator. The company was formerly known as Hokuetsu Kishu Paper Co., Ltd. and changed its name to Hokuetsu Corporation in July 2018. Hokuetsu Corporation was incorporated in 1907 and is headquartered in Tokyo, Japan.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2025 · reported fiscal years

Hokuetsu Corporation reported revenue of $306B in FY2025 versus $262B in FY2022, a compound +5.3%/yr. Reported net income was $15.5B in FY2025, compounding −9.9%/yr from FY2022.

Watch HKPMF: get an alert when its fair value changes →

Peer Group

Paper & Paper Products · 113 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Paper & Paper Products median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Paper & Paper Products stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Explore undervalued stocks

More undervalued Basic Materials stocks →

Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.