Oji Holdings (OJIPY) Fair Value & Analysis

Basic Materials · US · Market cap $4.7B

A solid business, screening 12% undervalued on our models.

What matters now

• A fairly wide model range ($40.86 to $75.89) leaves room in how you read the outcome.
• Our model range runs from $40.86 (bear) to $75.89 (bull), base $61.84. The closer the price sits to the lower half, the larger the margin of safety.
• Quality 50/100 (solid quality) with high evidence: the data supports the verdict.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.

How to read this chart

60‑month range $25.31 – $55.39 · fair‑value band $40.86 – $75.89 · the $55.39 price screens below the $61.84 fair value. Dashed = 300-day average. As of Jul 17, 2026.

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Analysis

Oji Holdings (OJIPY) currently trades at $55.39, while our model-based Fair Value estimate is $61.84, implying the stock looks roughly 11.6% undervalued today. The Quality Score stands at 50/100 (solid quality), in the Basic Materials 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, Oji Holdings generated revenue of $1.9T at a net margin of 3.0%. Revenue grew 0.7% year over year. It earns a return on equity of 5.0%. Net debt stands at $894B. Fundamentals as of Jul 17, 2026

Our scenario range runs from $40.86 (bear case) to $75.89 (bull case); at $55.39, 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 and 13% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at 10% fair-value upside, at 12%, OJIPY 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 ($72.66) versus Earnings-Based ($13.25). Highest evidence: Rev-Margin DCF (74).

Key figures & financial health

Quality Score breakdown

About the company

Oji Holdings Corporation manufactures and sells pulp and paper products in Japan, China, rest of Asia, North and South America, Europe, Oceania, and internationally.

Full company description

Oji Holdings Corporation manufactures and sells pulp and paper products in Japan, China, rest of Asia, North and South America, Europe, Oceania, and internationally. The Household and Industrial Materials segment offers corrugated containers, containerboard, special paperboard, boxboards, packaging paper, liquid paper cartons, filters, folding cartons, kraft heavy-duty sacks, insulation, paper bags, paper cores, and plastic trays. This segment also provides facial tissues, toilet rolls, kitchen and hand towels, wet disinfecting wipes, masks, towels, incontinence aid products, nursing care products/disposable diapers, skincare products, products for professional use, and other nursing care products. Its Functional Materials segment offers food containers and packaging materials, functional films, functional materials for manufacturing and industrial use, agricultural materials, medical and hygiene-related materials, thermal paper, non-woven fabric, adhesive base paper, release liner sheets, printing and publication paper, and writing and office supplies, as well as specialty paper. The Forest Resources and Environment Marketing segment provides pulp, lumber, electric power, starch, and saccharified products, as well as afforestation and lumber processing services. Its Printing and Communications Media segment provides newsprints, printing and publication papers, and communication papers. The company also engages in the trading, sustainable packaging, logistics, engineering, real estate, and liquid packaging carton businesses; and provision of cellulose nanofiber and cellulose-related products, CellAraay-Heart cell culture substrate for controlled cell orientation, oji licorice, and PaPiPress products. The company was formerly known as Oji Paper Co., Ltd. and changed its name to Oji Holdings Corporation in October 2012. Oji Holdings Corporation was founded in 1873 and is headquartered in Chuo, Japan.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Oji Holdings reported revenue of $2.0T in FY2026 versus $1.5T in FY2022, a compound +7.6%/yr. Reported net income was $58.9B in FY2026, compounding −9.4%/yr from FY2022.

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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.

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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.