With the latest figures on the table, the next step is to set these earnings against the most widely held narratives around growth, risk, and profitability to see which views are backed by the numbers and which might need a rethink.<\/p>\n
Curious how numbers become stories that shape markets? Explore Community Narratives<\/a><\/p>\n To see how other investors are weighing these growth, margin, and valuation trade offs around the latest numbers, check what the community is saying with \ud83d\udcca Read the what the Community is saying about Tokyo Ohka Kogyo.<\/a><\/p>\n Next Steps <\/p>\n Don’t just look at this quarter; the real story is in the long-term trend. We’ve done an in-depth analysis on Tokyo Ohka Kogyo’s growth<\/a> and its valuation<\/a> to see if today’s price is a bargain. Add the company to your watchlist<\/a> or portfolio<\/a> now so you don’t miss the next big move.<\/p>\n With sentiment split between the recent earnings strength and questions about valuation, this is a good time to review the data directly and decide where you stand, starting with 3 key rewards and 1 important warning sign<\/a>.<\/p>\n See What Else Is Out There <\/p>\n Tokyo Ohka Kogyo combines a 15% margin with a 36.4x P\/E, so you are paying a premium price that could amplify any disappointment.<\/p>\n If that rich valuation makes you uneasy, compare it with companies screened as having stronger value support by checking out the 11 high quality undervalued stocks<\/a> today.<\/p>\n This article by Simply Wall St is general in nature. We provide commentary based on historical data Valuation is complex, but we’re here to simplify it.<\/p>\n Discover if Tokyo Ohka Kogyo might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.<\/p>\n Access Free Analysis<\/a><\/p>\n Have feedback on this article? Concerned about the content? Get in touch<\/a> with us directly. Alternatively, email editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Q1 2026 earnings snapshot Tokyo Ohka Kogyo (TSE:4186) opened its Q1 2026 scorecard with revenue of \u00a567,077 million…\n","protected":false},"author":2,"featured_media":4326,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[8,52],"class_list":{"0":"post-21411","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-tokyo","8":"tag-japan","9":"tag-tokyo"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/posts\/21411","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/comments?post=21411"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/posts\/21411\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/media\/4326"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/media?parent=21411"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/categories?post=21411"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/japan\/wp-json\/wp\/v2\/tags?post=21411"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"TSE:4186](\"https:\/\/www.europesays.com\/japan\/wp-content\/uploads\/2026\/05\/1778652307_454_revenue-and-expenses-breakdown.png\")
<\/a>TSE:4186 Revenue & Expenses Breakdown as at May 2026 EPS trend backs profit story Basic EPS for Q1 2026 is \u00a597.81, and on a trailing twelve month basis EPS is \u00a5313.33 compared with \u00a5278.42 a year earlier, pointing to stronger earnings over the last year than in the prior twelve month period. What stands out for the bullish view is that EPS grew 41.1% over the past year and has averaged 17.7% per year over five years. This lines up with the trailing twelve month EPS of \u00a5313.33 and net income of \u00a537,544 million. However, forecast earnings growth of about 10.3% a year is lower than the recent 41.1% pace, so anyone leaning bullish needs to weigh whether the recent strength is a high point or something that can be sustained.
\n Revenue on a trailing basis is \u00a5249,834 million versus \u00a5200,966 million a year earlier, which supports the idea of a bigger earnings base alongside that higher EPS. At the same time, analysts are only modeling earnings growth around 10.3% a year, which is below the recent 17.7% five year average and the 41.1% last year, so the bullish case is leaning on a moderation from what has just been reported. 15% margin meets premium P\/E Trailing net profit margin sits at 15.0% compared with 12.7% a year earlier, while the stock trades on a 36.4x P\/E, which is materially above the 14.1x JP Chemicals industry average and the 17.6x peer average. Critics highlight that such a premium P\/E demands consistently strong profitability. While the margin step up from 12.7% to 15.0% helps the bullish side, the combination of a 36.4x multiple and a current share price of \u00a511,395 against a DCF fair value of \u00a513,237.06 means the bearish angle focuses on how much of that margin strength is already reflected in the price.
\n The roughly 13.9% gap between the \u00a511,395 share price and the \u00a513,237.06 DCF fair value points to some headroom on that model, yet the high P\/E versus industry and peers shows the market is already paying up for these margins. With net income on a trailing basis at \u00a537,544 million against revenue of \u00a5249,834 million, the business is generating healthy profits, but skeptics can reasonably argue that any slip in that 15.0% margin could matter more when the starting valuation is this rich. Growth outlook versus price swings Revenue is forecast to grow about 9.1% per year, above the 6.1% forecast for the broader JP market, yet the stock has shown high share price volatility over the past three months compared with the JP market. Consensus style thinking often points to above market revenue growth of 9.1% and forecast earnings growth of around 10.3% a year as reasons to accept some volatility. However, the recent share price swings mean the numbers are being tested day to day, so the key question for you is whether that growth profile and 15.0% trailing net margin are enough compensation for holding a stock that can move around a lot in the short term.
\n Earnings grew 41.1% over the last year, which strongly supports the idea of a growth story, yet the forward growth assumptions are more moderate, so price moves may react quickly to any updates against those forecasts. The trailing twelve month revenue base of \u00a5249,834 million gives some scale to those growth percentages, but the higher volatility means even solid reported numbers can be followed by sharp price reactions as the market rechecks expectations. <\/p>\n
\n and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
\n financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
\n Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
\n Simply Wall St has no position in any stocks mentioned.<\/p>\n