Pigeon Corporation (PGENY) Fair Value & Analysis
Consumer Defensive · US · Market cap $1.5B
Pigeon Corporation
PGENY · US
Fair value as of: Jul 18, 2026
From 23 valuation models · updated 23 days ago
Fair value updated Jul 18, 2026, revised from $2.72 to $2.44 (−10.3%) since Jun 24, 2026. Share price +1.6% over the past month.
A strong business, but screening 23% overvalued on our models.
What matters now
- A high-quality business (quality 77/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case ($3.06). The favourable scenario is already priced in.
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 $2.05 – $9.02 · fair‑value band $1.83 – $3.06 · the $3.15 price screens above the $2.44 fair value. Dashed = 300-day average. As of Jul 18, 2026.
Analysis
Pigeon Corporation (PGENY) currently trades at $3.15, while our model-based Fair Value estimate is $2.44, implying the stock looks roughly 22.5% overvalued today. The Quality Score stands at 77/100 (high quality), in the Consumer Defensive 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, Pigeon Corporation generated revenue of $112B at a net margin of 7.7%. Revenue grew 9.8% year over year. It earns a return on equity of 10.8%. The balance sheet holds a net cash position of $38.3B. Fundamentals as of Jul 18, 2026
Our scenario range runs from $1.83 (bear case) to $3.06 (bull case); at $3.15, 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 about 2% below its 52-week high and 26% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -26% fair-value upside, at -23%, PGENY 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.
All 23 models by family
Widest divergence: DCF Models ($2.46) versus Asset-Based ($0.7188). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 74 · Market factors (momentum, volatility) 68
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Pigeon Corporation, together with its subsidiaries, engages in the manufacture, sale, import, and export of baby and child-care products, maternity items, women's care products, home healthcare products, and nursing care products in Japan and internationally.
Full company description
Pigeon Corporation, together with its subsidiaries, engages in the manufacture, sale, import, and export of baby and child-care products, maternity items, women's care products, home healthcare products, and nursing care products in Japan and internationally. The company operates through four segments: Japan Business, China Business, Singapore Business, and Lansinoh Business. The company is also involved in the provision of baby and mother care products, such as nursing bottles and nipples, toiletries, breast pads, breast pumps, nipple care products, nipple care cream, breast milk storage bags, and breastfeeding-related products under Pigeon and Lansinoh brands. It also offers non-woven products, baby strollers, aging-prevention products, wet wipes, high-end skincare products, cleaning and disinfecting products, child-rearing support, healthcare, and elder care products and services. In addition, the company provides child-minding and daycare services, toiletries, home nursing care support services, operation of in-company childcare facilities. Further, it offers day-care services, event childcare services, preschool education services, and at-home elder care services. The company was formerly known as Pigeon Honyuki Honpo Corporation and changed its name to Pigeon Corporation in 1966. Pigeon Corporation was founded in 1949 and is headquartered in Tokyo, Japan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Pigeon Corporation reported revenue of $114B in FY2025 versus $93.1B in FY2021, a compound +5.3%/yr. Reported net income was $9.0B in FY2025, compounding +0.6%/yr from FY2021.
PGENY screens 23% overvalued. Compare with The Procter & Gamble Company →
Peer Group
Household & Personal Products · 244 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 Household & Personal 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 Household & Personal Products stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| The Procter & Gamble Company PG | $146.80 | $108.16 | -26% |
| Unilever PLC ULN | 1,080 MXN | 1,273 MXN | +18% |
| Hindustan Unilever Limited HINDUNILVR | ₹2,144 | ₹1,000 | -53% |
| Essity AB ESSITYA | kr 279.00 | kr 250.02 | -10% |
| Godrej Consumer Products Limited GODREJCP | ₹1,088 | ₹367.64 | -66% |
| Marico Limited MARICO | ₹846.75 | ₹233.05 | -72% |
| APR Co 278470 | 375,000 KRW | 151,222 KRW | -60% |
| Dabur India Limited DABUR | ₹429.45 | ₹181.60 | -58% |
| Kimberly-Clark de México, S. A. B. de C. V., KIMBERA | 38.07 MXN | 50.09 MXN | +32% |
| PT Unilever Indonesia Tbk UNVR | 1,730 IDR | 1,934 IDR | +12% |
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Frequently asked questions
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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.
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