Osaka Gas Co (OSGSF) Fair Value & Analysis

Utilities · US · Market cap $12.7B

A solid business, but screening 28% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case ($35.24). The favourable scenario is already priced in.
• Solid but not exceptional quality (56/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range $13.81 – $37.59 · fair‑value band $24.85 – $35.24 · the $37.59 price screens above the $26.94 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.

Full chart & analysis →

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Analysis

Osaka Gas Co (OSGSF) currently trades at $37.59, while our model-based Fair Value estimate is $26.94, implying the stock looks roughly 28.3% overvalued today. The Quality Score stands at 56/100 (solid quality), in the Utilities 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, Osaka Gas Co generated revenue of $2.0T at a net margin of 7.5%. Revenue declined 5.3% year over year. It earns a return on equity of 8.5%. Net debt stands at $740B. Fundamentals as of Jul 18, 2026

Our scenario range runs from $24.85 (bear case) to $35.24 (bull case); at $37.59, the current price sits above 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 67% above its 52-week low, currently above its 200-day average. For context, the median of 10 Utilities peers we cover trades at -19% fair-value upside, at -28%, OSGSF 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 ($47.58) versus Earnings-Based ($12.55). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Osaka Gas Co., Ltd. provides gas, electricity, and other energy products and services in Japan and internationally. The company operates through three segments: Domestic Energy Business; International Energy Business; and Life & Business Solutions Business.

Full company description

Osaka Gas Co., Ltd. provides gas, electricity, and other energy products and services in Japan and internationally. The company operates through three segments: Domestic Energy Business; International Energy Business; and Life & Business Solutions Business. The Domestic Energy Business segment manufactures, supplies, and sells city gas; sells gas appliances; installs gas pipeline; sells and transports LNG; sells LPG and industrial gas; and generates and sells electricity. The International Energy Business segment engages in development and investment related to natural gas; and supply of energy. The Life & Business Solutions Business segment is involved in the development and leasing of real estate properties; offers information processing services; and sale of fine materials and carbon material products. In addition, it is involved in home renovation; sale of heat supply; engineering; operation, management, maintenance of buildings and facilities; software development; manufacture and sale of wood protective coating; absorbent functional materials and resin additives and others. Osaka Gas Co., Ltd. was founded in 1897 and is headquartered in Osaka, Japan.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Osaka Gas Co reported revenue of $2.0T in FY2026 versus $1.6T in FY2022, a compound +6.5%/yr. Reported net income was $154B in FY2026, compounding +4.2%/yr from FY2022.

OSGSF screens 28% overvalued. Compare with Naturgy Energy Group →

Peer Group

Utilities - Regulated Gas · 104 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 Utilities - Regulated Gas 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.

VALUE 0: the price sits above our fair-value range.

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.