Loading...
6504 logo

Fuji Electric Co., Ltd.TSE:6504 Stock Report

Market Cap JP¥2.1t
Share Price
JP¥14.38k
JP¥14.58k
1.4% undervalued intrinsic discount
1Y120.8%
7D2.4%
1D
Portfolio Value
View

Fuji Electric Co., Ltd.

TSE:6504 Stock Report

Market Cap: JP¥2.1t

Fuji Electric (6504) Stock Overview

Develops power semiconductors and electronics solutions in Japan and internationally. More details

6504 fundamental analysis
Snowflake Score
Valuation2/6
Future Growth1/6
Past Performance2/6
Financial Health6/6
Dividends4/6

6504 Community Fair Values

Create Narrative

See what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.

Fuji Electric Co., Ltd. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Fuji Electric
Historical stock prices
Current Share PriceJP¥14,310.00
52 Week HighJP¥17,800.00
52 Week LowJP¥6,155.00
Beta0.90
1 Month Change-5.45%
3 Month Change22.05%
1 Year Change120.80%
3 Year Change125.82%
5 Year Change172.05%
Change since IPO276.58%

Recent News & Updates

Narrative Update Jun 05

6504: Buybacks And Dividends Will Support Measured Returns At Current Pricing

Analysts have kept Fuji Electric's price target steady at ¥14,580, indicating that only very small tweaks in assumptions for the discount rate, revenue growth, profit margin and future P/E were made as the basis for this unchanged view. What's in the News Fuji Electric completed a share buyback tranche between April 28, 2026 and May 25, 2026, repurchasing 1,404,600 shares, or 0.95% of shares, for ¥20,998.99 million under the buyback announced on April 28, 2026.
Narrative Update May 20

6504: Share Buybacks And Dividend Policy Will Support Steady Future Returns

Analysts have raised their price target on Fuji Electric from ¥13,660 to ¥14,580, citing updated assumptions for slightly higher revenue growth, profit margins, and future P/E multiples, along with a modest adjustment to the discount rate. What's in the News A board meeting is scheduled for April 28, 2026 to review a revision to the forecast for dividends from retained earnings, with a record date of March 31, 2026 (company event filing).
Narrative Update May 06

6504: Higher Dividend Guidance And Earnings Outlook Will Support Steady Future Returns

Analysts have lifted their price target for Fuji Electric from ¥12,100 to ¥13,660, citing updated assumptions around revenue growth and profit margins, as well as a slightly lower future P/E multiple, all considered alongside a higher discount rate. What's in the News Fuji Electric announced a year-end dividend for the fiscal year ended March 31, 2026 of ¥109.00 per share, compared with ¥85.00 per share a year earlier, with payments scheduled to start on June 9, 2026 (company announcement).

Recent updates

Narrative Update Jun 05

6504: Buybacks And Dividends Will Support Measured Returns At Current Pricing

Analysts have kept Fuji Electric's price target steady at ¥14,580, indicating that only very small tweaks in assumptions for the discount rate, revenue growth, profit margin and future P/E were made as the basis for this unchanged view. What's in the News Fuji Electric completed a share buyback tranche between April 28, 2026 and May 25, 2026, repurchasing 1,404,600 shares, or 0.95% of shares, for ¥20,998.99 million under the buyback announced on April 28, 2026.
Narrative Update May 20

6504: Share Buybacks And Dividend Policy Will Support Steady Future Returns

Analysts have raised their price target on Fuji Electric from ¥13,660 to ¥14,580, citing updated assumptions for slightly higher revenue growth, profit margins, and future P/E multiples, along with a modest adjustment to the discount rate. What's in the News A board meeting is scheduled for April 28, 2026 to review a revision to the forecast for dividends from retained earnings, with a record date of March 31, 2026 (company event filing).
Narrative Update May 06

6504: Higher Dividend Guidance And Earnings Outlook Will Support Steady Future Returns

Analysts have lifted their price target for Fuji Electric from ¥12,100 to ¥13,660, citing updated assumptions around revenue growth and profit margins, as well as a slightly lower future P/E multiple, all considered alongside a higher discount rate. What's in the News Fuji Electric announced a year-end dividend for the fiscal year ended March 31, 2026 of ¥109.00 per share, compared with ¥85.00 per share a year earlier, with payments scheduled to start on June 9, 2026 (company announcement).
Analysis Article May 01

Results: Fuji Electric Co., Ltd. Exceeded Expectations And The Consensus Has Updated Its Estimates

As you might know, Fuji Electric Co., Ltd. ( TSE:6504 ) just kicked off its latest full-year results with some very...
Narrative Update Apr 20

6504: 2026 Earnings Guidance Will Support Confidence In Steady Profitability

Analysts have kept Fuji Electric's fair value estimate steady at ¥15,000, citing only small tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions as the basis for a refreshed price target narrative. What's in the News Fuji Electric issued new consolidated earnings guidance for the fiscal year ending March 31, 2026, providing investors with updated top line and profit expectations.
Narrative Update Apr 06

6504: Cautious Downgrade Will Highlight Earnings Quality And 2026 Guidance Support

Analysts kept Fuji Electric's fair value estimate steady at ¥15,000. Modest adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions support a more cautious narrative following recent Street research and the Goldman Sachs downgrade.
Narrative Update Mar 23

6504: Fair Outlook Will Likely Test Execution Against New Earnings Guidance

Analysts have lifted their fair value estimate for Fuji Electric from about ¥9,149 to roughly ¥10,387, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E following the recent downgrade highlighted in Street research. Analyst Commentary Street research, including the recent downgrade at Goldman Sachs, highlights that not all market participants are comfortable with Fuji Electric's current risk and reward trade off, even with the higher fair value estimate around ¥10,387.
Narrative Update Mar 09

6504: Earnings Quality And 2026 Guidance Will Support Higher Fair Value

Narrative Update on Fuji Electric Analysts have kept their ¥15,000 price target for Fuji Electric unchanged, citing slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E after recent research, including a downgrade from Goldman Sachs. Analyst Commentary Recent research on Fuji Electric has centered on how updated assumptions for discount rate, revenue growth, profit margin and future P/E feed into valuation, especially in the context of a high-profile downgrade from Goldman Sachs.
Narrative Update Feb 23

6504: Earnings Quality And Cash Flow Will Support Higher Fair Value

Analysts have maintained their fair value estimate for Fuji Electric at ¥15,000 while making slight adjustments to assumptions regarding the discount rate, revenue growth, profit margin, and future P/E following a recent downgrade in Street research. Analyst Commentary Even with the recent downgrade from Goldman Sachs, the current fair value estimate of ¥15,000 suggests that some analysts still see room for the shares to reflect what they view as Fuji Electric's long term fundamentals.
Narrative Update Feb 08

6504: Bullish View Will Rely On Higher Future P/E Assumptions

Analysts have raised their fair value estimate for Fuji Electric from ¥14,000 to ¥15,000, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E that reflect the latest research, including the recent downgrade commentary from Goldman Sachs. Analyst Commentary Recent research around Fuji Electric reflects a more cautious tone at some firms, including the downgrade commentary from Goldman Sachs.
Analysis Article Jan 31

Here's What Analysts Are Forecasting For Fuji Electric Co., Ltd. (TSE:6504) After Its Third-Quarter Results

Last week, you might have seen that Fuji Electric Co., Ltd. ( TSE:6504 ) released its third-quarter result to the...
Narrative Update Jan 25

6504: Elevated Expectations Will Likely Strain Execution And Earnings Delivery

Analysts have raised their fair value estimate for Fuji Electric from ¥7,000 to about ¥9,149, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E that reflect their latest research, even as some firms have recently turned more cautious on the stock. Analyst Commentary Recent research has turned more cautious on Fuji Electric, with some bearish analysts questioning how much upside is left relative to the updated fair value estimate of about ¥9,149.
Analysis Article Jan 15

Fuji Electric (TSE:6504) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Narrative Update Jan 10

6504: Bullish View Will Rely On Improved Margin Outlook And Dividend Strength

Analysts have updated their price target on Fuji Electric from ¥12,000 to ¥14,000, citing refreshed assumptions on fair value, discount rate, revenue growth, profit margin and future P/E as key drivers of the new view. What's in the News The Board of Directors approved an interim dividend from retained earnings for the fiscal year ending March 31, 2026.
Analysis Article Dec 29

The Return Trends At Fuji Electric (TSE:6504) Look Promising

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Narrative Update Dec 26

6504: Higher Dividend And Earnings Outlook Will Support Steady Future Returns

Analysts have raised their price target on Fuji Electric from ¥11,920 to ¥12,100, reflecting slightly stronger expectations for long term revenue growth, margins, and valuation multiples. What's in the News The Board of Directors approved an interim dividend of ¥91.00 per share for the fiscal year ending March 31, 2026, up from ¥75.00 a year earlier.
Analysis Article Dec 12

Getting In Cheap On Fuji Electric Co., Ltd. (TSE:6504) Is Unlikely

With a price-to-earnings (or "P/E") ratio of 20.8x Fuji Electric Co., Ltd. ( TSE:6504 ) may be sending bearish signals...
Narrative Update Dec 11

6504: Higher Dividend And Earnings Outlook Will Support Balanced Future Returns

Analysts have raised their price target on Fuji Electric from ¥11,650 to ¥11,920, reflecting slightly stronger expectations for revenue growth, profit margins and future valuation multiples. What's in the News The Board of Directors approved an increased interim dividend of ¥91.00 per share for the fiscal year ending March 31, 2026, up from ¥75.00 per share a year earlier, with a record date of September 30, 2025 and payment on December 3, 2025 (company announcement) A board meeting held on October 30, 2025 focused on approving the interim dividend from retained earnings for shareholders of record as of September 30, 2025 (company announcement) Full year 2025 to 2026 consolidated earnings guidance was raised, with net sales now expected at JPY 1,185,000 million, operating profit at JPY 128,500 million, and profit attributable to owners of parent at JPY 89,000 million, all above previous forecasts (company guidance) Valuation Changes The fair value estimate has risen slightly from ¥11,650 to ¥11,920, implying a modest upward revision in the target valuation.
Narrative Update Nov 27

6504: Dividend Increase And Higher Guidance Will Sustain Measured Outlook

Analysts have raised their price target for Fuji Electric from ¥10,590 to ¥11,650. This reflects improved outlooks on revenue growth, profit margin, and a slightly lower discount rate.
Narrative Update Nov 07

6504: Dividend Increase And Updated Guidance Will Support Measured Outlook

Narrative Update on Fuji Electric Price Target Analysts have raised their price target for Fuji Electric from ¥10,245 to ¥10,590. This revision reflects adjustments to profitability forecasts and market expectations, even though the outlook for revenue growth is now more moderate.
Analysis Article Nov 03

Fuji Electric Co., Ltd. (TSE:6504) Just Released Its Interim Results And Analysts Are Updating Their Estimates

It's been a good week for Fuji Electric Co., Ltd. ( TSE:6504 ) shareholders, because the company has just released its...
Narrative Update Oct 24

Renewable Demand And Grid Improvements Will Drive Earnings Outlook Through 2026

Narrative Update on Fuji Electric: Analyst Price Target Adjustment Analysts have reaffirmed their fair value price target for Fuji Electric at ¥10,245.45. They cite minimal changes in discount rate and forward financial projections as the basis for maintaining their outlook.
Narrative Update Oct 10

China Renewable Trends And Grid Upgrades Will Create Opportunity

Analysts have raised their price target for Fuji Electric from ¥10,018 to ¥10,245. They cited improved revenue growth and slightly higher profit margin expectations for the company.
Narrative Update Sep 26

China Renewable Trends And Grid Upgrades Will Create Opportunity

Fuji Electric’s fair value assessment is largely unchanged, as both its Future P/E and Discount Rate have shifted only marginally, resulting in a consensus analyst price target moving slightly from ¥9,836 to ¥10,018. What's in the News Issued consolidated earnings guidance for fiscal years ending September 2025 and March 2026.
Narrative Update Sep 11

China Renewable Trends And Grid Upgrades Will Create Opportunity

Fuji Electric’s consensus price target saw only a slight increase to ¥9836, as analyst forecasts for future P/E and revenue growth remained essentially unchanged. What's in the News Issued consolidated earnings guidance: expects FY25 net sales of JPY 534 billion, operating profit of JPY 40.5 billion, net profit of JPY 23.5 billion, and EPS of JPY 159.51.
Analysis Article Sep 04

A Look At The Fair Value Of Fuji Electric Co., Ltd. (TSE:6504)

Key Insights Fuji Electric's estimated fair value is JP¥7,787 based on 2 Stage Free Cash Flow to Equity Fuji Electric's...
Narrative Update Aug 27

China Renewable Trends And Grid Upgrades Will Create Opportunity

The consensus analyst price target for Fuji Electric has been modestly raised, primarily reflecting a slight increase in forward P/E multiples while revenue growth expectations remain steady, resulting in a new target of ¥9,655. What's in the News Issued earnings guidance for FY ending September 30, 2025: net sales JPY 534,000 million, operating profit JPY 40,500 million, net profit JPY 23,500 million, EPS JPY 159.51.
Analysis Article Aug 03

Fuji Electric Co., Ltd. Just Beat EPS By 6.7%: Here's What Analysts Think Will Happen Next

As you might know, Fuji Electric Co., Ltd. ( TSE:6504 ) just kicked off its latest quarterly results with some very...
Analysis Article Jul 17

Fuji Electric Co., Ltd.'s (TSE:6504) Earnings Are Not Doing Enough For Some Investors

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider Fuji...
Analysis Article Jun 30

Additional Considerations Required While Assessing Fuji Electric's (TSE:6504) Strong Earnings

Fuji Electric Co., Ltd. ( TSE:6504 ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
User avatar
New Narrative Dec 22

Energy Management Expansion And Cost Efficiencies Set To Boost Revenue And Profit Margins

Energy Management and Food and Beverage Distribution segments are key to future growth and profitability, driven by international projects and domestic demand.

Shareholder Returns

6504JP ElectricalJP Market
7D2.4%1.3%4.2%
1Y120.8%110.2%44.4%

Return vs Industry: 6504 exceeded the JP Electrical industry which returned 110.2% over the past year.

Return vs Market: 6504 exceeded the JP Market which returned 44.4% over the past year.

Price Volatility

Is 6504's price volatile compared to industry and market?
6504 volatility
6504 Average Weekly Movement9.0%
Electrical Industry Average Movement7.1%
Market Average Movement4.6%
10% most volatile stocks in JP Market9.4%
10% least volatile stocks in JP Market2.4%

Stable Share Price: 6504's share price has been volatile over the past 3 months compared to the JP market.

Volatility Over Time: 6504's weekly volatility (9%) has been stable over the past year, but is still higher than 75% of JP stocks.

About the Company

FoundedEmployeesCEOWebsite
192326,955Michihiro Kitazawawww.fujielectric.com

Fuji Electric Co., Ltd., together with its subsidiaries, develops power semiconductors and electronics solutions in Japan and internationally. The company operates through Energy, Industry, Semiconductors, and Food and Beverage Distribution segments. The company also offers drivers and controls including AC drives, motors, servo systems, programmable logic controllers, and human machine interface; power supply products, which includes uninterruptible power systems, solar inverters, data centers, regulators, rectifiers, and formers; sensors and measurements, such as instrumentation and radiation monitoring systems; and monitoring and control systems.

Fuji Electric Co., Ltd. Fundamentals Summary

How do Fuji Electric's earnings and revenue compare to its market cap?
6504 fundamental statistics
Market capJP¥2.12t
Earnings (TTM)JP¥98.03b
Revenue (TTM)JP¥1.23t
21.5x
P/E Ratio
1.7x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
6504 income statement (TTM)
RevenueJP¥1.23t
Cost of RevenueJP¥883.59b
Gross ProfitJP¥344.00b
Other ExpensesJP¥245.97b
EarningsJP¥98.03b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)665.08
Gross Margin28.02%
Net Profit Margin7.99%
Debt/Equity Ratio7.9%

How did 6504 perform over the long term?

See historical performance and comparison

Dividends

1.5%
Current Dividend Yield
30%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/16 14:08
End of Day Share Price 2026/06/16 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Fuji Electric Co., Ltd. is covered by 19 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Mikio HirakawaBofA Global Research
Takero FujiwaraCitigroup Inc
Junji OkawaDaiwa Securities Co. Ltd.