Renesas Electronics Management
Management Kriterienprüfungen 2/4
Renesas Electronics CEO ist Hidetoshi Shibata , ernannt in Jul 2019, hat eine Amtszeit von 12.75 Jahren. Die jährliche Gesamtvergütung beträgt ¥873.00M , bestehend aus 12.9% Gehalt und 87.1% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.045% der Aktien des Unternehmens, im Wert von ¥3.95B . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 1.5 Jahre bzw. 5.8 Jahre.
Wichtige Informationen
Hidetoshi Shibata
Geschäftsführender
JP¥873.0m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 12.94% |
| Amtszeit als Geschäftsführer | 7yrs |
| Eigentum des Geschäftsführers | 0.05% |
| Durchschnittliche Amtszeit des Managements | 1.5yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 5.8yrs |
Jüngste Management Updates
Recent updates
Narrativ-Update • Jul 02
6723: Timing Exit And Software Acquisition Will Support Future Upside Potential
Analysts have lifted their fair value estimate for Renesas Electronics from ¥4,500 to ¥6,300, reflecting updated assumptions around revenue growth, profit margins and a higher future P/E multiple. What’s in the News for Renesas Electronics SiTime Corporation has completed the acquisition of certain assets from Renesas Electronics' timing business as of 1 July 2026, with Renesas expecting to record a significant gain on the transfer in its consolidated financial statements for the nine months ending 30 September 2026.
Narrativ-Update • Jun 18
6723: Digitalization And GaN Expansion Will Face Overstretch Versus Earnings Power
Renesas Electronics' analyst fair value estimate has been revised from approximately ¥3,489 to about ¥3,612 as analysts reflect updated assumptions for the discount rate, revenue growth, profit margin, and future P/E in their models. What’s in the News for Renesas Electronics Renesas Electronics completed the acquisition of software developer Pictorus, adding a cloud-based behavioral modeling platform to its Renesas 365 ecosystem to support embedded application software development and its broader Digitalization Vision.Narrativ-Update • Jun 04
6723: Auto And Industrial MCUs Will Face Rich Pricing Despite Solid Pipeline
Analysts have raised their fair value estimate for Renesas Electronics from about ¥2,993 to roughly ¥3,489, citing updated assumptions for revenue growth, profit margins, discount rates and future P/E levels. What's in the News MathWorks launched new MATLAB and Simulink Hardware Support Packages for Renesas’ RH850/U2A automotive microcontroller and RA6T2 industrial microcontroller, linking model-based design directly to Renesas hardware to speed embedded system prototyping and reduce manual integration steps.Narrativ-Update • May 21
6723: Space And GaN Power Opportunities Will Support Future Upside Potential
Analysts have kept their ¥4,500 price target for Renesas Electronics unchanged, citing updated assumptions that include a slightly higher discount rate, marginally adjusted revenue growth and profit margin expectations, and a small tweak to the future P/E outlook. What's in the News Renesas is holding an Analyst/Investor Day, giving the market fresh detail on its medium term priorities and capital allocation plans (Analyst/Investor Day).Narrativ-Update • May 02
6723: Artemis II Space Wins Will Support Future Upside Potential
Analysts have lifted their price target on Renesas Electronics from ¥3,800 to ¥4,500, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E as the key drivers of the change. What's in the News Renesas radiation hardened ICs are being used across multiple subsystems in NASA’s Artemis II mission, including the Orion spacecraft and Space Launch System.Narrativ-Update • Apr 18
6723: Artemis Mission Wins And Potential Timing Unit Sale Will Support Upside
Analysts have kept their ¥3,800 price target for Renesas Electronics unchanged, citing only modest adjustments to the discount rate, revenue growth and profit margin assumptions, along with a steady future P/E outlook. What's in the News Renesas radiation hardened ICs are being used across core systems in NASA’s Artemis II mission, including the Orion spacecraft and Space Launch System, supporting power, signal integrity and onboard computing in high radiation and extreme temperature conditions (Client Announcements).Narrativ-Update • Apr 03
6723: NASA Design Wins And Timing Unit Sale Talks Will Support Upside
Analysts have maintained their Renesas Electronics fair value estimate at ¥3,800, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E as the main factors behind the unchanged price target. What's in the News Renesas radiation hardened ICs are being used across multiple subsystems in NASA’s Artemis II mission, including avionics and safety launch systems, supporting power regulation, signal integrity and onboard computing in high-radiation, extreme temperature conditions (Client announcement).Narrativ-Update • Mar 20
6723: Auto MCUs And ADAS SoCs Will Support Higher Margin Future
Analysts now set their Renesas Electronics price target at roughly ¥3,000 per share, up from about ¥2,400. They point to updated assumptions that include a higher profit margin outlook and a slightly lower discount rate, while keeping revenue growth and future P/E expectations broadly similar.Narrativ-Update • Mar 05
6723: Future Timing Unit Sale Will Support Automotive And SDV Computing Focus
Analysts have lifted their Renesas Electronics fair value estimate from ¥3,300 to ¥3,800, citing updated assumptions for revenue growth, profit margins and a slightly higher discount rate, along with a revised future P/E of 23.94x. What's in the News Renesas launched the RH850/U2C 32 bit automotive MCU on a 28 nm process, aimed at chassis and safety systems, BMS, and other ASIL D applications.
Narrativ-Update • Feb 19
6723: Future Auto SoC Investments And M&A Uncertainty Will Pressure Margins
Analysts are keeping their ¥1,950 price target for Renesas Electronics unchanged, citing a combination of slightly lower assumed revenue growth, a higher profit margin, and a somewhat reduced future P/E multiple that together balance out under a modestly lower discount rate. What's in the News Renesas introduced three automotive SoC technologies for multi-domain ECUs, targeting software defined vehicles with advanced AI processing, chiplet based scalability and functional safety features, presented at ISSCC 2026 in San Francisco (Product related announcement).Narrativ-Update • Feb 05
6723: Future Timing Unit Sale Will Support Growing Automotive And Data Center Focus
Analysts have adjusted their fair value estimate for Renesas Electronics to ¥3,300 from ¥3,150, citing updated assumptions for revenue growth, profit margins and future P/E levels. What's in the News SiTime Corporation is reported to be nearing an agreement to acquire Renesas Electronics' timing unit in a deal that could be worth about US$3b, with a potential announcement as soon as February 5, 2026, alongside Renesas' full year earnings.Narrativ-Update • Jan 21
6723: Future Margin Pressure From New Auto And IoT Platforms Will Persist
Analysts have trimmed their fair value estimate for Renesas Electronics from ¥2,000 to ¥1,950, reflecting updated assumptions for higher revenue growth, a lower profit margin, a slightly higher discount rate, and a higher future P/E multiple. What's in the News Renesas is expanding its software defined vehicle offering around the fifth generation R Car family, introducing the R Car X5H automotive SoC manufactured on a 3nm process and designed to run ADAS, in vehicle infotainment and gateway functions on a single chip, with reported power consumption up to 35% lower than previous 5nm solutions.Analyseartikel • Jan 18
Renesas Electronics Corporation's (TSE:6723) Popularity With Investors Is Under Threat From Overpricing
When close to half the companies in the Semiconductor industry in Japan have price-to-sales ratios (or "P/S") below...Narrativ-Update • Jan 07
6723: Timing Unit Sale And Auto AI Chips Will Shape Stable Outlook
Analysts have trimmed their fair value estimate for Renesas Electronics slightly to ¥2,410.77 from ¥2,417.14, linking the adjustment to modest tweaks in the modeled discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Renesas is working with JPMorgan to explore a potential sale of its timing division, with reported interest from Texas Instruments and Infineon and an indicated valuation near US$2b for the business (Reuters).Narrativ-Update • Dec 17
6723: Timing Unit Sale Will Unlock Upside Amid Stable Earnings Outlook
Analysts have nudged their price target on Renesas Electronics slightly higher, now implying fair value broadly in line with prior estimates but supported by a marginally lower discount rate and sustained expectations for high single digit revenue growth and resilient profit margins, which together indicate a premium future P/E in the low 20s. What's in the News Renesas is exploring a sale of its timing division, with potential bidders including Texas Instruments and Infineon, in a deal that could value the unit near $2 billion (Reuters) SiTime is in talks to acquire Renesas timing unit in a transaction that could reach up to $2 billion including debt, though negotiations remain uncertain and non binding (Key Developments) Renesas launched its first Wi Fi 6 MCUs, the RA6W1 and RA6W2, targeting ultra low power connected IoT devices with integrated security and long term product support (Key Developments) The company introduced a sixth generation DDR5 Registered Clock Driver that pushes data rates to 9600 MT per second to support next generation AI and data center servers (Key Developments) Renesas unveiled new RA8M2 and RA8D2 microcontrollers based on 1 GHz Arm Cortex M85 cores, aimed at compute intensive, graphics rich and ML enabled embedded applications (Key Developments) Valuation Changes Fair Value remained unchanged at approximately ¥2,417 per share, indicating no material revision to the intrinsic value estimate.Analyseartikel • Dec 17
Renesas Electronics (TSE:6723) Is Due To Pay A Dividend Of ¥28.00
Renesas Electronics Corporation's ( TSE:6723 ) investors are due to receive a payment of ¥28.00 per share on 31st of...Narrativ-Update • Dec 03
6723 Timing Unit Sale Exploration Will Drive Undervalued Upside Potential
Analysts have modestly raised their price target on Renesas Electronics to reflect slightly faster expected revenue growth and a richer future earnings multiple, even though they are forecasting a small compression in profit margins and a marginally lower discount rate. What's in the News Renesas is working with JPMorgan to explore a sale of its timing division in a transaction that could value the business at close to $2 billion, with Texas Instruments and Infineon cited among potential suitors (Reuters) SiTime is reported to be in advanced talks to acquire Renesas timing unit, with negotiations valuing the business at up to $2 billion including debt and leaving room for rival bidders to emerge (Key Developments, citing Reuters) Renesas unveiled the industry first sixth generation DDR5 Registered Clock Driver for RDIMMs, reaching 9600 MT/s and targeting next generation AI and high performance computing server platforms (Key Developments) The company introduced new RA8M2 and RA8D2 microcontroller families based on a 1 GHz Arm Cortex M85, aimed at compute intensive industrial, graphics and AI edge applications with advanced ML and DSP capabilities (Key Developments) Renesas announced GaN based power solutions to support NVIDIA 800 volt direct current data center power architecture, enabling highly efficient, scalable power conversion for large AI workloads (Key Developments) Valuation Changes Fair Value Estimate remained unchanged at approximately ¥2,417 per share, indicating no revision to the intrinsic value assessment in this update cycle.Analyseartikel • Dec 03
Renesas Electronics (TSE:6723) Is Due To Pay A Dividend Of ¥28.00
The board of Renesas Electronics Corporation ( TSE:6723 ) has announced that it will pay a dividend of ¥28.00 per share...Narrativ-Update • Nov 19
6723: Timing Unit Sale Exploration Will Drive Significant Upside Ahead
Analysts have maintained their price target for Renesas Electronics at ¥2,417, citing only minor adjustments in the discount rate, revenue growth, and profit margin forecasts. What's in the News Renesas Electronics is exploring the potential sale of its timing division in a deal that could value the business close to $2 billion, with Texas Instruments and Infineon named as potential buyers (Reuters).Analyseartikel • Nov 16
Renesas Electronics (TSE:6723) Is Paying Out A Dividend Of ¥28.00
Renesas Electronics Corporation's ( TSE:6723 ) investors are due to receive a payment of ¥28.00 per share on 31st of...Analyseartikel • Nov 03
Renesas Electronics Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
Investors in Renesas Electronics Corporation ( TSE:6723 ) had a good week, as its shares rose 3.7% to close at JP¥1,911...Analyseartikel • Nov 02
Renesas Electronics (TSE:6723) Is Due To Pay A Dividend Of ¥28.00
The board of Renesas Electronics Corporation ( TSE:6723 ) has announced that it will pay a dividend on the 31st of...Narrativ-Update • Nov 01
6723: Divestment Of Timing Unit Will Unlock Value For Shareholders
Narrative Update on Renesas Electronics Price Target Analysts have raised their price target for Renesas Electronics from ¥2,381 to ¥2,417, citing improved outlooks on revenue growth and profit margins as key factors behind the upgrade. What's in the News Renesas Electronics is exploring the sale of its timing division and is working with bankers at JPMorgan.Narrativ-Update • Oct 18
Automotive And Industrial IoT Advances Will Spur Semiconductor Demand
Analysts have modestly revised their price target for Renesas Electronics, maintaining an estimated fair value near ¥2,381 as underlying fundamentals such as revenue growth and profit margin expectations saw only slight improvements. What's in the News Renesas Electronics is exploring the potential sale of its timing division, which could be valued at nearly $2 billion.Narrativ-Update • Oct 04
Automotive And Industrial IoT Advances Will Spur Semiconductor Demand
Analysts have revised their price target for Renesas Electronics downward from ¥2,499 to ¥2,381, citing slightly lower revenue growth expectations and a modest adjustment in their discount rate assumptions. What's in the News Mouser Electronics now offers over 28,000 Renesas products, including the new AI-enabled RA8P1 microcontrollers and GaN FETs for advanced edge, AI, and power applications (Client Announcements).Analyseartikel • Sep 18
Is Renesas Electronics Corporation (TSE:6723) Trading At A 42% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Renesas Electronics fair value estimate is JP¥3,021 Renesas...Narrativ-Update • Sep 04
Automotive And Industrial IoT Advances Will Spur Semiconductor Demand
With both the discount rate and future P/E ratio for Renesas Electronics remaining effectively unchanged, analysts have left their price target steady at ¥2499. What's in the News Renesas introduced multiple new MCUs and MPUs (RA8P1, RA2T1, RA4C1, RL78/L23, RA2L2) targeting AI, motor control, IoT, metering, and portable devices, emphasizing ultra-low power, advanced security, and integrated edge AI capabilities.Analyseartikel • Aug 18
Returns On Capital At Renesas Electronics (TSE:6723) Have Stalled
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Analyseartikel • Jul 28
Renesas Electronics Corporation (TSE:6723) Half-Yearly Results: Here's What Analysts Are Forecasting For This Year
Renesas Electronics Corporation ( TSE:6723 ) shareholders are probably feeling a little disappointed, since its shares...Analyseartikel • Jul 18
What You Can Learn From Renesas Electronics Corporation's (TSE:6723) P/E
Renesas Electronics Corporation's ( TSE:6723 ) price-to-earnings (or "P/E") ratio of 20.7x might make it look like a...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -JP¥10b |
| Dec 31 2025 | JP¥873m | JP¥113m | -JP¥52b |
| Sep 30 2025 | n/a | n/a | -JP¥47b |
| Jun 30 2025 | n/a | n/a | -JP¥96b |
| Mar 31 2025 | n/a | n/a | JP¥165b |
| Dec 31 2024 | JP¥1b | JP¥100m | JP¥219b |
| Sep 30 2024 | n/a | n/a | JP¥266b |
| Jun 30 2024 | n/a | n/a | JP¥281b |
| Mar 31 2024 | n/a | n/a | JP¥312b |
| Dec 31 2023 | JP¥2b | JP¥92m | JP¥337b |
| Sep 30 2023 | n/a | n/a | JP¥343b |
| Jun 30 2023 | n/a | n/a | JP¥342b |
| Mar 31 2023 | n/a | n/a | JP¥302b |
| Dec 31 2022 | JP¥634m | JP¥77m | JP¥257b |
Vergütung im Vergleich zum Markt: HidetoshiDie Gesamtvergütung ($USD5.37M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt JP ($USD1.47M).
Entschädigung vs. Einkommen: HidetoshiDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Hidetoshi Shibata (54 yo)
7yrs
Amtszeit
JP¥873,000,000
Vergütung
Mr. Hidetoshi Shibata is Representative Executive Officer, President, CEO & Director of Renesas Electronics America Inc. Mr. Shibata served as Chairman of the Board of Renesas Electronics Corporation since...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 7yrs | JP¥873.00m | 0.045% ¥ 4.0b | |
| Senior VP | 6.9yrs | JP¥212.00m | keine Daten | |
| Senior VP & GM of High Performance Computing | 4.9yrs | JP¥574.00m | keine Daten | |
| SVP, GM of Software & Digitalization and President of Altium | 1.9yrs | JP¥144.00m | keine Daten | |
| Senior VP & Head of Operations | 1.5yrs | JP¥96.00m | keine Daten | |
| Vice President of Investor Relations | no data | keine Daten | keine Daten | |
| VP & Chief Sales Officer | less than a year | keine Daten | keine Daten | |
| Senior VP & Chief Human Resources Officer | 1.5yrs | keine Daten | keine Daten | |
| Senior VP and Head of Production & Technology Unit | 4.3yrs | keine Daten | keine Daten | |
| Senior VP & GM of Power | 1yr | keine Daten | keine Daten | |
| VP & Head of UX | less than a year | keine Daten | keine Daten | |
| VP of Business Operations & Partnerships and Interim Co-Head of Engineering | less than a year | keine Daten | keine Daten |
1.5yrs
Durchschnittliche Betriebszugehörigkeit
Erfahrenes Management: 6723Das Führungsteam des Unternehmens gilt nicht als erfahren ( 1.5 Jahre durchschnittliche Betriebszugehörigkeit), was auf ein neues Team schließen lässt.
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 12.8yrs | JP¥873.00m | 0.045% ¥ 4.0b | |
| Lead Independent Outside Director | 10.1yrs | keine Daten | keine Daten | |
| Independent Outside Director | 5.3yrs | keine Daten | keine Daten | |
| Independent Outside Director | 6.3yrs | keine Daten | 0.0034% ¥ 295.4m | |
| Independent Outside Director | 5.3yrs | keine Daten | keine Daten | |
| Independent Director | no data | keine Daten | keine Daten | |
| Independent Outside Director | 3.3yrs | keine Daten | keine Daten |
5.8yrs
Durchschnittliche Betriebszugehörigkeit
56yo
Durchschnittliches Alter
Erfahrener Vorstand: 6723Die Vorstandsmitglieder gelten als erfahren (5.8 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/09 06:56 |
| Aktienkurs zum Tagesende | 2026/07/09 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Renesas Electronics Corporation wird von 22 Analysten beobachtet. 14 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Hao Dai | Bernstein |
| Stacy Rasgon | Bernstein |