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Rengo Co., Ltd. (3941.T)
Osaka, JP
Rengo Co., Ltd., an Osaka-headquartered enterprise established in 1909, is a prominent manufacturer and global supplier of paperboard and a comprehensive range of packaging-related products. Its extensive operations are organized into four principal segments: Paperboard and Packaging, Flexible Packaging, Heavy Duty Packaging, and Overseas Business. The company's diverse product portfolio encompasses various paperboard types, such as containerboards, boxboards, tube boards, and chipboards, alongside other processed paper items. For corrugated solutions, Rengo provides innovative smart display packaging, specialized functional and decorative corrugated goods, e-commerce packaging support systems, and essential materials for distribution, shipping, and construction. Its folding carton offerings include standard cartons, elegant gift packaging, multi-packs, and promotional tools. In the realm of flexible packaging, Rengo delivers film packaging, an array of labels for both PET and glass bottles, cellophane, and sustainable alternatives to plastic. For robust applications, the heavy-duty packaging line features flexible containers, high-strength polyethylene, kraft paper bags, and heavy-duty corrugated products. Beyond materials, Rengo also supplies a variety of packaging machinery, from e-commerce packaging systems and automated wraparound/setup forming machines to box/tray making equipment, sealing machines, box opening systems, and ink-jet printers. The company further innovates with functional materials like porous cellulose beads, advanced high-function pulp products, gas adsorption sheets, viscose-processed papers, natural antibacterial/anti-mold agents, and tinted films. Sealing materials include kraft, OPP, and fabric tapes, as well as hot-melt packaging adhesives. Additional offerings comprise nonwoven products, water-absorbent mats and sheets, cushioning mats, and shielding sheets. Complementing its core manufacturing activities, Rengo Co., Ltd. also maintains interests in transportation, acts as an insurance agency, provides leasing services, and engages in real estate ventures.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.66% | +14.15% | +11.44% | -5.50% | +40.45% | +14.94% | +85.31% | +56.97% | +48.84% | +122.08% | +234.44% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 3 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Packaging & Containers: +2.6%+1.5% Q1'26: -0.9% (vs Q1'25)
-
EPS growth Packaging & Containers: +8.0%-27.6% Q1'26: -447.2% (vs Q1'25)
-
FCF margin FCF growth · Packaging & Containers: +34.6%-0.7% Q1'26: +0.0% (vs Q1'25)
-
EBIT margin Packaging & Containers: +7.0%+3.7% Q1'26: +1.6% (vs Q1'25)
-
ROIC Packaging & Containers: +6.2%+2.4% Q1'26: +1.8% (vs Q1'25)
-
Share dilution Packaging & Containers: +0.2%+0.1% Q1'26: +0.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Packaging & Containers: 0.83×4.85× Q1'26: 5.56× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Mar 2015 actual |
Mar 2016 actual |
Mar 2017 actual |
Mar 2018 actual |
Mar 2019 actual |
Mar 2020 actual |
Mar 2021 actual |
Mar 2022 actual |
Mar 2023 actual |
Mar 2024 actual |
Mar 2025 actual |
Mar 2026 6 Rev. Ana. 5 EPS Ana. |
Mar 2027 5 Rev. Ana. 3 EPS Ana. |
Mar 2028 5 Rev. Ana. 5 EPS Ana. |
Mar 2029 2 Rev. Ana. 2 EPS Ana. |
Mar 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
522.67B
est: 521.71B (+0.2%)
|
532.53B
est: 534.30B (-0.3%)
|
545.49B
est: 541.13B (+0.8%)
|
605.71B
est: 603.46B (+0.4%)
|
653.11B
est: 657.23B (-0.6%)
|
683.78B
est: 681.20B (+0.4%)
|
680.71B
est: 679.90B (+0.1%)
|
746.93B
est: 741.07B (+0.8%)
|
846.08B
est: 856.12B (-1.2%)
|
900.79B
est: 921.50B (-2.2%)
|
993.25B
est: 988.80B (+0.5%)
|
1.01T
995.10B – 1.02T
+2.2% YoY
|
1.05T
1.04T – 1.08T
+4.4% YoY
|
1.08T
1.06T – 1.11T
+2.4% YoY
|
1.09T
1.08T – 1.12T
+1.3% YoY
|
1.10T
1.08T – 1.13T
+0.5% YoY
|
| EBITDA |
45.13B
est: 58.26B (-22.5%)
|
48.72B
est: 59.66B (-18.3%)
|
56.75B
est: 60.42B (-6.1%)
|
57.37B
est: 67.38B (-14.9%)
|
60.33B
est: 73.39B (-17.8%)
|
79.23B
est: 76.07B (+4.2%)
|
82.93B
est: 75.92B (+9.2%)
|
86.93B
est: 82.75B (+5.1%)
|
80.52B
est: 95.60B (-15.8%)
|
105.72B
est: 102.88B (+2.8%)
|
106.75B
est: 110.39B (-3.3%)
|
112.80B
111.10B – 113.80B
+2.2% YoY
|
117.78B
116.39B – 120.33B
+4.4% YoY
|
120.65B
118.34B – 124.47B
+2.4% YoY
|
122.20B
120.31B – 125.47B
+1.3% YoY
|
122.86B
120.96B – 126.15B
+0.5% YoY
|
| EBIT |
14.03B
est: 27.80B (-49.5%)
|
18.04B
est: 28.47B (-36.6%)
|
25.71B
est: 28.83B (-10.8%)
|
24.99B
est: 32.15B (-22.3%)
|
26.64B
est: 35.02B (-23.9%)
|
42.82B
est: 36.30B (+18.0%)
|
42.87B
est: 36.23B (+18.3%)
|
43.04B
est: 39.49B (+9.0%)
|
32.93B
est: 45.62B (-27.8%)
|
53.54B
est: 49.10B (+9.0%)
|
47.12B
est: 52.69B (-10.6%)
|
53.83B
53.02B – 54.31B
+2.2% YoY
|
56.21B
55.55B – 57.43B
+4.4% YoY
|
57.58B
56.48B – 59.40B
+2.4% YoY
|
58.32B
57.42B – 59.88B
+1.3% YoY
|
58.64B
57.73B – 60.20B
+0.5% YoY
|
| Net Income |
5.72B
est: 7.92B (-27.8%)
|
9.82B
est: 8.52B (+15.3%)
|
13.88B
est: 14.97B (-7.3%)
|
16.62B
est: 11.23B (+48.1%)
|
17.16B
est: 16.90B (+1.5%)
|
27.79B
est: 27.83B (-0.1%)
|
28.60B
est: 27.11B (+5.5%)
|
28.19B
est: 28.24B (-0.2%)
|
20.43B
est: 24.02B (-15.0%)
|
33.03B
est: 37.40B (-11.7%)
|
28.98B
est: 28.86B (+0.4%)
|
26.80B
22.74B – 32.34B
-7.1% YoY
|
28.44B
28.30B – 29.89B
+6.1% YoY
|
33.20B
31.30B – 36.49B
+16.7% YoY
|
34.30B
33.80B – 36.73B
+3.3% YoY
|
35.09B
34.38B – 36.31B
+2.3% YoY
|
| SGA |
69.16B
est: 70.76B (-2.3%)
|
70.17B
est: 72.47B (-3.2%)
|
73.74B
est: 73.39B (+0.5%)
|
80.98B
est: 81.85B (-1.1%)
|
84.43B
est: 89.14B (-5.3%)
|
89.88B
est: 92.39B (-2.7%)
|
91.38B
est: 92.21B (-0.9%)
|
100.25B
est: 100.51B (-0.3%)
|
113.21B
est: 116.11B (-2.5%)
|
123.09B
est: 125.43B (-1.9%)
|
140.70B
est: 134.59B (+4.5%)
|
137.52B
135.44B – 138.74B
+2.2% YoY
|
143.59B
141.90B – 146.70B
+4.4% YoY
|
147.09B
144.28B – 151.75B
+2.4% YoY
|
148.99B
146.68B – 152.97B
+1.3% YoY
|
149.79B
147.47B – 153.79B
+0.5% YoY
|
| EPS |
23.09
est: 31.97 (-27.8%)
|
39.64
est: 34.37 (+15.3%)
|
56.04
est: 60.40 (-7.2%)
|
67.13
est: 45.30 (+48.2%)
|
69.32
est: 68.21 (+1.6%)
|
112.24
est: 112.31 (-0.1%)
|
115.51
est: 109.40 (+5.6%)
|
113.83
est: 113.96 (-0.1%)
|
82.47
est: 96.94 (-14.9%)
|
133.33
est: 150.99 (-11.7%)
|
116.94
est: 115.61 (+1.1%)
|
109.16
91.76 – 130.50
-5.6% YoY
|
116.56
114.21 – 120.61
+6.8% YoY
|
134.67
126.32 – 147.27
+15.5% YoY
|
142.30
136.40 – 148.20
+5.7% YoY
|
141.60
138.75 – 146.52
-0.5% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-13 | A- | 4/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 5/5 |
| 2026-05-12 | A- | 4/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 5/5 |
| 2026-05-11 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 1/5 | 4/5 | 5/5 |
| 2026-05-08 | A- | 4/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 5/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 1/5 | 4/5 | 5/5 |
| 2026-05-01 | A- | 4/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 5/5 |
| 2026-04-30 | A- | 4/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 5/5 |
| 2026-04-28 | A- | 4/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 5/5 |
| 2026-04-27 | A- | 4/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 5/5 |
| 2026-04-24 | A- | 4/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 5/5 |
| 2026-04-23 | A- | 4/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 5/5 |
| 2026-04-22 | A- | 4/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 5/5 |
| 2026-04-21 | A- | 4/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 5/5 |
| 2026-04-20 | A- | 4/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 5/5 |
| 2026-04-17 | A- | 4/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 5/5 |
| 2026-04-16 | A- | 4/5 | 3/5 | 3/5 | 4/5 | 1/5 | 4/5 | 5/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | VanEck Circular Economy UCITS ETF REUS.MI | 2.24% | 381.7K | 0.40% |
| 2 | Lazard Japanese Equity ETF JPY | 0.55% | 422.1K | 0.60% |
| 3 | WisdomTree Japan SmallCap Dividend Fund DFJ | 0.29% | 1.12M | 0.58% |
| 4 | Avantis International Small Cap Value ETF AVDV | 0.27% | 51.88M | 0.36% |
| 5 | iShares International Developed Small Cap Value Factor ETF ISVL | 0.26% | 813.9K | 0.31% |
| 6 | Dimensional - International Small Cap Value ETF DISV | 0.18% | 8.36M | 0.42% |
| 7 | iShares MSCI Japan Small Cap UCITS ETF IDJP.L | 0.13% | 715.1K | 0.58% |
| 8 | iShares MSCI Japan Small-Cap ETF SCJ | 0.12% | 313.0K | 0.50% |
| 9 | FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD | 0.12% | 788.4K | 0.41% |
| 10 | Vanguard Global Value Equity Active ETF VVLU.AX | 0.12% | 1.06M | 0.28% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Kiyoshi Otsubo | Chairman & Chief Executive Officer | 177M | male |
| Yosuke Kawamoto | President, Chief Operating Officer & Representative Director | 155M | male |
| Hitoshi Shibasaki | Senior Managing Executive Officer | — | male |
| Ichiro Hasegawa | Executive Vice President & Director | — | male |
| Mitsunori Ozaki | Senior Managing Executive Officer | — | — |
| Shin Morizuka | Senior Managing Executive Officer | — | — |
| Taku Furuta | Senior Managing Executive Officer | — | — |
| Yoshizumi Nishi | Senior Managing Executive Officer | — | — |
| Hirofumi Hori | Executive Vice President & Director | — | male |
| Yuji Motomatsu | Senior Managing Executive Officer | — | male |
| Hiromi Sambe | Executive Vice President & Director | — | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for 3941.T
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
