JAPAF (Japan Tobacco) Tariff Resilience Score: 4/10 (As of Jun. 29, 2026)


JAPAF Japan Tobacco Inc JAPAF
75 GF Score
Price $37.74
GF Value $31.40
Valuation Modestly Overvalued
! 7 Warning Signs
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What is Japan Tobacco Tariff Resilience Score?

Japan Tobacco JAPAF 75 Tariff Resilience Score is 4 as of Jun. 29, 2026. GuruFocus rates JAPAF with a GF Score™ of 75/100 and a GF Value™ of $31.40 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 54 Tobacco Products companies, Japan Tobacco ranks better than 70.37% on this metric.

Japan Tobacco has the Tariff Resilience Score of 4, which implies that the company might have Average Resilient.

Japan Tobacco has Japan Tobacco faces significant tariff exposure due to its global operations and reliance on international markets. Past tariffs have impacted costs, and while it has some pricing power, its global supply chain remains a vulnerability.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Japan Tobacco might have Average Resilient.

Japan Tobacco  (OTCPK:JAPAF) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Japan Tobacco Tariff Resilience Score Related Terms

JAPAF vs PM, MO, TPB: Tariff Resilience Score Comparison

For the Tobacco subindustry, Japan Tobacco's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Japan Tobacco Tariff Resilience Score vs Tobacco Products Industry

For the Tobacco Products industry and Consumer Defensive sector, Japan Tobacco's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Japan Tobacco's Tariff Resilience Score falls into.


JAPAF
75GF Score
Japan Tobacco Inc JAPAF
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 4 mean?
Japan Tobacco (JAPAF) has a Tariff Resilience Score of 4 as of Jun. 29, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Japan Tobacco ranks #16 out of 54 companies in the Tobacco Products industry, placing it in the top 29.6%.
Is Japan Tobacco's Tariff Resilience Score too high?
Japan Tobacco's current Tariff Resilience Score is 4. Based on the distribution chart, Japan Tobacco ranks #16 out of 54 companies in the Tobacco Products industry, which is above the industry midpoint. Overall, Japan Tobacco has a GF Score™ of 75/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Japan Tobacco's Tariff Resilience Score compare to PM and MO?
According to the Tobacco Products industry distribution chart, Japan Tobacco ranks #16 out of 54 companies for Tariff Resilience Score. This puts Japan Tobacco in the upper half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Tobacco Products company?
A good Tariff Resilience Score depends on the Tobacco Products industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Japan Tobacco's current Tariff Resilience Score is 4. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Japan Tobacco stock overvalued right now?
Based on GuruFocus' analysis, Japan Tobacco (JAPAF) is currently considered Modestly Overvalued. The stock's GF Value™ is $31.40, compared to a current price of $37.74 — trading 20.2% above its estimated fair value. The current Tariff Resilience Score is 4. Japan Tobacco's overall GF Score™ is 75/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Japan Tobacco (JAPAF), the current Tariff Resilience Score is 4 as of Jun. 29, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Japan Tobacco (JAPAF) Overvalued in 2026?

Based on GuruFocus' analysis, Japan Tobacco stock appears to be overvalued. The current stock price of $37.74 is trading 20.2% above its estimated GF Value™ of $31.40. GuruFocus considers Japan Tobacco to be Modestly Overvalued.

Key valuation signals for JAPAF:

  • Tariff Resilience Score: 4
  • GF Value™: $31.40 vs. price of $37.74 (20.2% above fair value)
  • GF Score™: 75/100 with 7 warning signs

No single metric tells the full story. See the JAPAF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Japan Tobacco Business Description

Address 4-1-1 Toranomon, Minato-ku, Tokyo, JPN, 105-6927
Japan Tobacco primarily sells cigarettes and reduced-risk products, organized in three clusters consisting of Asia (which includes its home market and countries in Asia Pacific), Western Europe, and EMA (which includes Eastern Europe, the Middle East North Africa, Turkey, Americas, and duty-free). Its leading cigarette brands include Winston (non-US), Camel (non-US), Mevius, and LD. Its reduced-risk brands include Logic in vaping, Ploom in heated tobacco, and Nordic Spirit in nicotine pouches, though these generates less than 5% of tobacco sales.
75GF Score

Get the complete analysis for JAPAF

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$37.74
Price
$31.40
GF Value