Nippon Paper Industries Co (TSE:3863) Tariff Resilience Score: 5/10 (As of Jul. 18, 2026)

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TSE:3863 Nippon Paper Industries Co Ltd TSE:3863
53 GF Score
Price 円1,460.00
GF Value 円1,147.25
Valuation Modestly Overvalued
! 8 Warning Signs
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What is Nippon Paper Industries Co Tariff Resilience Score?

Nippon Paper Industries Co TSE:3863 +0.34% 53 Tariff Resilience Score is 5 as of Jul. 18, 2026. GuruFocus rates TSE:3863 with a GF Score™ of 53/100 and a GF Value™ of 円1,147.25 (Modestly Overvalued). The stock has 8 warning signs investors should review. Among 296 Forest Products companies, Nippon Paper Industries Co ranks better than 95.95% on this metric.

Nippon Paper Industries Co has the Tariff Resilience Score of 5, which implies that the company might have Average Resilient.

Nippon Paper Industries Co has Global operations with significant export activities. Historical tariffs have affected costs. Some mitigation through alternative suppliers and pricing strategies. Industry-specific vulnerabilities exist.

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 Nippon Paper Industries Co might have Average Resilient.


Nippon Paper Industries Co  (TSE:3863) 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

Nippon Paper Industries Co Tariff Resilience Score Related Terms


Nippon Paper Industries Co Tariff Resilience Score Competitor Comparison

For the Paper & Paper Products subindustry, Nippon Paper Industries Co'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.


Nippon Paper Industries Co Tariff Resilience Score vs Forest Products Industry

For the Forest Products industry and Basic Materials sector, Nippon Paper Industries Co's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Nippon Paper Industries Co's Tariff Resilience Score falls into.


TSE:3863
53GF Score
Nippon Paper Industries Co Ltd TSE:3863
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 5 mean?
Nippon Paper Industries Co (TSE:3863) has a Tariff Resilience Score of 5 as of Jul. 18, 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, Nippon Paper Industries Co ranks #12 out of 296 companies in the Forest Products industry, placing it in the top 4.1%.
Is Nippon Paper Industries Co's Tariff Resilience Score too high?
Nippon Paper Industries Co's current Tariff Resilience Score is 5. Based on the distribution chart, Nippon Paper Industries Co ranks #12 out of 296 companies in the Forest Products industry, which is in the top quartile — a strong position relative to peers. Overall, Nippon Paper Industries Co has a GF Score™ of 53/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Nippon Paper Industries Co's Tariff Resilience Score compare to competitors?
According to the Forest Products industry distribution chart, Nippon Paper Industries Co ranks #12 out of 296 companies for Tariff Resilience Score. This places Nippon Paper Industries Co in the top 4% of its industry — outperforming the majority of peers. 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 Forest Products company?
A good Tariff Resilience Score depends on the Forest 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. Nippon Paper Industries Co's current Tariff Resilience Score is 5. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Nippon Paper Industries Co stock overvalued right now?
Based on GuruFocus' analysis, Nippon Paper Industries Co (TSE:3863) is currently considered Modestly Overvalued. The stock's GF Value™ is 円1,147.25, compared to a current price of 円1,460.00 — trading 27.3% above its estimated fair value. The current Tariff Resilience Score is 5. Nippon Paper Industries Co's overall GF Score™ is 53/100 with 8 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 Nippon Paper Industries Co (TSE:3863), the current Tariff Resilience Score is 5 as of Jul. 18, 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 Nippon Paper Industries Co (TSE:3863) Overvalued in 2026?

Based on GuruFocus' analysis, Nippon Paper Industries Co stock appears to be overvalued. The current stock price of 円1,460.00 is trading 27.3% above its estimated GF Value™ of 円1,147.25. GuruFocus considers Nippon Paper Industries Co to be Modestly Overvalued.

Key valuation signals for TSE:3863:

  • Tariff Resilience Score: 5
  • GF Value™: 円1,147.25 vs. price of 円1,460.00 (27.3% above fair value)
  • GF Score™: 53/100 with 8 warning signs

No single metric tells the full story. See the TSE:3863 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Nippon Paper Industries Co Business Description

Other Exchanges 9NI:Germany
Address 4-6, Kanda-Surugadai, Chiyoda-ku, Tokyo, JPN, 101-0062
Nippon Paper Industries Co Ltd produces and sells a variety of paper products. The company's paper products include newsprint, printing, sanitary, and packaging paper, as well as container board and boxes. The firm also sells construction materials, and generates electric power. Nippon Paper organizes itself into four segments based on product type: pulp and paper; paper related; wood products and construction related; and other. The pulp and paper segment generates the majority of revenue. The majority of sales are made in Japan.
53GF Score

Get the complete analysis for TSE:3863

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

円1,460.00
Price
円1,147.25
GF Value