Iwatani Corporation (IWTNF) Fair Value & Analysis

Industrials · US · Market cap $2.8B

Below-average quality, screening 74% undervalued on our models.

What matters now

• The large discount to fair value meets weak quality (42/100). That raises the risk this is a value trap rather than a bargain.
• The price is below even our cautious bear case ($16.21). The market is more pessimistic than our downside scenario.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year. As of Jul 26, 2026.

How to read this chart

60‑month range $7.75 – $13.80 · fair‑value band $16.21 – $27.01 · the $12.45 price screens below the $21.61 fair value. As of Jul 26, 2026.

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Analysis

Iwatani Corporation (IWTNF) currently trades at $12.45, while our model-based Fair Value estimate is $21.61, implying the stock looks roughly 73.6% undervalued today. The Quality Score stands at 42/100 (below-average quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Iwatani Corporation generated revenue of $909B at a net margin of 5.3%. Revenue grew 3.4% year over year. It earns a return on equity of 11.6%. Net debt stands at $221B. Fundamentals as of Jul 26, 2026

Our scenario range runs from $16.21 (bear case) to $27.01 (bull case); at $12.45, the current price sits below 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 about 8% below its 52-week high and 22% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -14% fair-value upside, at 74%, IWTNF screens cheaper 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 ($3,543) versus Growth DCF ($551.10). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Iwatani Corporation engages in supplying gases and energy in Japan, China, Taiwan, South Korea, Singapore, Thailand, Malaysia, Indonesia, Vietnam, the United States, and Australia. It operates through four segments: Integrated Energy, Industrial Gases & Machinery, and Materials.

Full company description

Iwatani Corporation engages in supplying gases and energy in Japan, China, Taiwan, South Korea, Singapore, Thailand, Malaysia, Indonesia, Vietnam, the United States, and Australia. It operates through four segments: Integrated Energy, Industrial Gases & Machinery, and Materials. The Integrated Energy segment offers LPG for household, commercial, and industrial use; LPG-supply equipment and facilities; LNG; petroleum products; household kitchen appliances; and home energy components, Ene farm, GHP, daily necessities, portable gas cooking stoves, cassette gas canisters, mineral water, health foods, and electricity. The Industrial Gases & Machinery segment provides air separation gases, hydrogen, helium, other specialty gases, gas supply facilities, welding materials, welding and cutting equipment, industrial robots, pumps and compressors, disaster prevention equipment, and high-pressure gas containers; and semiconductor manufacturing equipment, electronic component manufacturing equipment, factory automation systems, machine tools and sheet metal machinery, and environmental equipment, as well as operates facilities for hydrogen stations. The Materials segment provides PET resins, biomass fuels, battery-related and semiconductor materials, electronic display films, mineral sand, rare earth, ceramics materials, stainless steels, and non-ferrous metals. Iwatani Corporation was founded in 1930 and is headquartered in Osaka, Japan.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Iwatani Corporation reported revenue of $914B in FY2026 versus $690B in FY2022, a compound +7.3%/yr. Reported net income was $48.0B in FY2026, compounding +12.5%/yr from FY2022.

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Peer Group

Conglomerates · 370 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 Conglomerates 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.

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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.