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NEC Community
TSE:6701 Community
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NEC
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NEC
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
International IT Services And Headquarters Relocation Will Unlock Future Opportunities
Key Takeaways IT Services expected to see improved profitability due to margin improvements and absence of prior one-time expenses, positively impacting earnings. Strategic moves, including optimized real estate and reduced cross shareholdings, aim to improve cash flows and streamline operations, enhancing financial health.
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JP¥4.27k
FV
2.3% undervalued
intrinsic discount
2.70%
Revenue growth p.a.
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2 days ago
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NEC
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Legacy Systems And Rising Regulatory Burdens Will Impair Progress
Key Takeaways Shifts toward cloud, evolving tech trends, and cybersecurity regulations could raise costs and threaten NEC's legacy business and future profitability. Dependence on government contracts and exposure to geopolitical risks may constrain margin growth and create uncertainty in international operations.
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JP¥3.50k
FV
19.2% overvalued
intrinsic discount
1.70%
Revenue growth p.a.
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2 days ago
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NEC
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Digital Transformation Will Drive 5G And Smart City Expansion
Key Takeaways Accelerating IT service growth, margin improvement, and divestitures position NEC for higher-than-expected earnings and capital efficiency. Global leadership in biometrics, smart infrastructure, and green IT drives recurring revenue, market expansion, and sustained profitability.
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JP¥4.80k
FV
13.1% undervalued
intrinsic discount
4.71%
Revenue growth p.a.
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2 days ago
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Your Valuation for
6701
6701
NEC
Your Fair Value
JP¥
Current Price
JP¥4.17k
23.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
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Past
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4t
2015
2018
2021
2024
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Revenue JP¥3.9t
Earnings JP¥201.5b
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