NEC Corporation

TSE:6701 Lagerbericht

Marktkapitalisierung: JP¥5.3t

NEC Management

Management Kriterienprüfungen 1/4

NEC CEO ist Takayuki Morita , ernannt in Apr 2021, hat eine Amtszeit von 5.08 Jahren. Die jährliche Gesamtvergütung beträgt ¥287.00M , bestehend aus 33.1% Gehalt und 66.9% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.004% der Aktien des Unternehmens, im Wert von ¥219.58M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 0.1 Jahre bzw. 2.9 Jahre.

Wichtige Informationen

Takayuki Morita

Geschäftsführender

JP¥287.0m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts33.10%
Amtszeit als Geschäftsführer5.1yrs
Eigentum des Geschäftsführers0.004%
Durchschnittliche Amtszeit des Managementsless than a year
Durchschnittliche Amtszeit der Vorstandsmitglieder2.9yrs

Jüngste Management Updates

Recent updates

Analyse-Update May 03

6701: Physical AI Venture And Share Repurchases Will Support Future Upside

Analysts have trimmed their price expectations for NEC, with the updated target now set below the previous ¥5,000 level as they factor in a slightly higher discount rate, more modest revenue growth assumptions, and only a small change in projected profit margins and future P/E. What's in the News SoftBank, NEC, Sony and Honda agreed to form a new company focused on “physical AI,” pointing to potential collaboration opportunities across telecoms, electronics and automotive (Nikkei reports, Periodicals).
Analyseartikel May 01

Results: NEC Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

NEC Corporation ( TSE:6701 ) shareholders are probably feeling a little disappointed, since its shares fell 4.5% to...
Analyse-Update Apr 18

6701: Share Repurchases And Physical AI Collaboration Will Support A Higher Share Price

Analysts have kept NEC's fair value price target steady at ¥5,000. Small shifts in the assumed discount rate, revenue growth, profit margin, and future P/E have led only to a minor recalibration of their valuation framework rather than a change in the headline target.
Analyse-Update Apr 04

6701: Share Repurchase And Higher Margins Will Support Stronger Future Upside

Analysts have lifted their price target on NEC from ¥5,450 to about ¥7,981, noting updates in their models that reflect the latest assumptions for fair value, discount rate, revenue growth, profit margins and future P/E expectations. What's in the News NEC completed a share repurchase of 6,800,000 shares, representing 0.51% of its issued share capital, for ¥27,292.83 million between February 9, 2026 and March 24, 2026, under the buyback announced on February 9, 2026 (Key Developments).
Analyse-Update Mar 21

6701: Share Repurchases And Earnings Guidance Will Support A Higher Share Price

Analysts have maintained their fair value estimate for NEC at ¥5,000, while making modest adjustments to assumptions for the discount rate, revenue growth, profit margin and future P/E. This has resulted in a stable price target supported by slightly updated expectations for the company's risk profile and earnings power.
Analyse-Update Mar 06

6701: Share Buyback And Earnings Outlook Will Support A Stronger Future

Analysts have revised their price target on NEC to ¥6,362.5 from ¥6,050, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News NEC has announced a share repurchase program of up to 6,800,000 shares, or 0.51% of issued shares excluding treasury stock, with a total purchase value of ¥30,000m, running through March 31, 2026 (company announcement).
Analyse-Update Feb 20

6701: Share Repurchases And Earnings Guidance Will Support A Higher Share Price

Narrative Update on NEC Analysts have kept their NEC price target broadly steady around ¥5,000, with small tweaks to inputs such as discount rate, revenue growth, profit margin, and forward P/E to reflect updated assumptions rather than a major change in view. What’s in the News Board of Directors authorizes a share repurchase plan, with NEC planning to buy back up to 6,800,000 shares, about 0.51% of issued shares excluding treasury stock, for up to ¥30,000m through March 31, 2026.
Analyseartikel Feb 13

The Price Is Right For NEC Corporation (TSE:6701) Even After Diving 31%

The NEC Corporation ( TSE:6701 ) share price has fared very poorly over the last month, falling by a substantial 31...
Analyse-Update Feb 06

6701: Cloud Partnerships And Earnings Outlook Will Support A Higher Share Price

Analysts have modestly adjusted their price target for NEC to $5,000. This reflects small tweaks to assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples.
Analyse-Update Jan 22

6701: Future CSG Acquisition And Cloud Expansion Will Elevate Shareholder Risk

Analysts have nudged their price target for NEC slightly higher to $5,015.05 from $5,000, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News KDDI plans to deploy Netcracker Digital Commerce & Monetization, with NEC acting as the prime system integrator to support next generation mediation, resource utilization, and more flexible in house development for telecom operations (Client announcement).
Analyseartikel Jan 20

NEC (TSE:6701) Is Doing The Right Things To Multiply Its Share Price

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Analyse-Update Jan 08

6701: Future CSG Acquisition Will Raise Risk For Current Shareholders

Analysts have lifted their price target for NEC to about ¥5,000, reflecting updated assumptions for revenue, profit margins and a slightly higher future P/E multiple. What's in the News NEC set consolidated earnings guidance for the year ending March 31, 2026, with expected revenue of ¥3,420b.
Analyse-Update Dec 16

6701: Future Cloud Expansion And Merger Execution Will Shape Balanced Outlook

Analysts have raised their price target for NEC from ¥5,860 to ¥6,050. This reflects slightly higher assumed revenue growth, modestly improved profit margins, and a marginally richer future P E multiple despite a small uptick in the discount rate.
Analyse-Update Dec 01

6701: Earnings and Merger Activity Will Guide Future Market Performance

Analysts have raised their fair value estimate for NEC from ¥5,445 to ¥5,860, citing modest improvements in profit margin expectations and future earnings multiples, even though revenue growth projections are slightly lower. What's in the News Broadcom announced plans to expand its strategic partnership with NEC Corporation, adopting VMware Cloud Foundation to modernize private cloud solutions and offer flexible hybrid cloud resources to customers (Client Announcements).
Analyse-Update Nov 17

6701: Earnings Outlook and Acquisition Activity Will Shape Market Direction

Analysts have raised their price target for NEC from ¥5,000 to ¥5,445. They cite improvements in revenue growth and profit margin expectations as key factors supporting the upward revision.
Analyseartikel Nov 02

Subdued Growth No Barrier To NEC Corporation (TSE:6701) With Shares Advancing 25%

NEC Corporation ( TSE:6701 ) shareholders have had their patience rewarded with a 25% share price jump in the last...
Analyse-Update Nov 01

6701: Upcoming Acquisition And Declining P/E Will Weigh On Future Value

Analysts have raised their price target for NEC from ¥4,845 to ¥5,000, citing incremental improvements in profit margin and lower discount rate assumptions. What's in the News NEC Corporation's board will meet on October 29, 2025, to consider and resolve the acquisition of CSG Systems International, Inc.
Analyseartikel Oct 31

Earnings Beat: NEC Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a pretty great week for NEC Corporation ( TSE:6701 ) shareholders, with its shares surging 11% to JP¥5,618 in...
Analyse-Update Oct 17

Digital Transformation And AI Will Unlock Future Value

Narrative Update on NEC: Analyst Price Target Revision Analysts have maintained their price target for NEC at ¥4,845, citing only marginal improvements in discount rate and future P/E assumptions as the basis for sustaining their valuation. Valuation Changes Consensus Analyst Price Target remains unchanged at ¥4,845.
Analyse-Update Oct 03

Digital Transformation And AI Will Unlock Future Value

Analysts have raised their price target for NEC from $4,781.82 to $4,845.45. They cited improved revenue growth and profit margin expectations as the key drivers for the upward revision.
Analyseartikel Sep 29

A Look At The Fair Value Of NEC Corporation (TSE:6701)

Key Insights The projected fair value for NEC is JP¥5,060 based on 2 Stage Free Cash Flow to Equity With JP¥4,596 share...
Analyse-Update Sep 13

Digital Transformation And AI Will Unlock Future Value

NEC's fair value was revised marginally upward to ¥4,782, as consensus revenue growth and future P/E forecasts remained essentially unchanged. Valuation Changes Summary of Valuation Changes for NEC The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥4700 to ¥4782.
Analyse-Update Aug 27

Digital Transformation And AI Will Unlock Future Value

Upward revisions to NEC's consensus revenue growth forecast and a modest increase in future P/E expectations have led analysts to raise their fair value price target from ¥4,428 to ¥4,582. Valuation Changes Summary of Valuation Changes for NEC The Consensus Analyst Price Target has risen slightly from ¥4428 to ¥4582.
Analyseartikel Aug 15

Investors Interested In NEC Corporation's (TSE:6701) Earnings

TSE:6701 1 Year Share Price vs Fair Value Explore NEC's Fair Values from the Community and select yours With a...
Analyseartikel Jul 31

Results: NEC Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

NEC Corporation ( TSE:6701 ) defied analyst predictions to release its first-quarter results, which were ahead of...
Analyseartikel Jul 25

NEC (TSE:6701) Could Easily Take On More Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Jun 20

NEC (TSE:6701) Is Experiencing Growth In Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
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Neue Analyse Nov 07

BluStellar And AI Innovations Propel Revenue Growth And Transform IT Services

NEC's strategic reorganization and acquisitions position it to boost IT services for municipalities, offering potential for revenue growth and operational efficiencies.

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Takayuki Morita im Vergleich zu den Einnahmen von NEC verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Mar 31 2026n/an/a

JP¥270b

Dec 31 2025n/an/a

JP¥246b

Sep 30 2025n/an/a

JP¥235b

Jun 30 2025n/an/a

JP¥200b

Mar 31 2025JP¥287mJP¥95m

JP¥175b

Dec 31 2024n/an/a

JP¥187b

Sep 30 2024n/an/a

JP¥150b

Jun 30 2024n/an/a

JP¥151b

Mar 31 2024JP¥204mJP¥85m

JP¥150b

Dec 31 2023n/an/a

JP¥122b

Sep 30 2023n/an/a

JP¥123b

Jun 30 2023n/an/a

JP¥121b

Mar 31 2023JP¥149mJP¥75m

JP¥115b

Dec 31 2022n/an/a

JP¥143b

Sep 30 2022n/an/a

JP¥132b

Jun 30 2022n/an/a

JP¥127b

Mar 31 2022JP¥125mJP¥75m

JP¥141b

Vergütung im Vergleich zum Markt: TakayukiDie Gesamtvergütung ($USD1.84M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt JP ($USD1.43M).

Entschädigung vs. Einkommen: TakayukiDie Bezüge der Mitarbeiter sind im vergangenen Jahr um mehr als 20 % gestiegen.


Geschäftsführer

Takayuki Morita (65 yo)

5.1yrs
Amtszeit
JP¥287,000,000
Vergütung

Mr. Takayuki Morita serves as President and Chief Executive Officer at NEC Corporation since April 1, 2021. Mr. Morita served as Chief Financial Officer at NEC Corp. since June 25, 2018 until April 1, 2021...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Takayuki Morita
President5.1yrsJP¥287.00m0.0041%
¥ 219.6m
Motoo Nishihara
Chief Technologyless than a yearJP¥101.00mkeine Daten
Kunikazu Amemiya
Representative Executive Officerless than a yearkeine Datenkeine Daten
Osamu Fujikawa
Executive Officerless than a yearkeine Daten0.0029%
¥ 152.3m
Hiroyuki Nagano
Executive Officerless than a yearkeine Datenkeine Daten
Toshifumi Yoshizaki
Executive Officerless than a yearkeine Datenkeine Daten
Hidetoshi Uriu
Chief Investment Officer1.9yrskeine Datenkeine Daten
Yuko Yamamoto
Corporate SVP2.9yrskeine Datenkeine Daten
Koji Tamefusa
Corporate Senior VP and Chief Risk & Compliance Officer1.1yrskeine Datenkeine Daten
Mayuko Tatewaki
Corporate SVP and MD of Marketing & Alliance Promotion Division3.3yrskeine Datenkeine Daten
Shiori Nagata
Executive Officerless than a yearkeine Daten0.000020%
¥ 1.1m
Hiroshi Kodama
Executive Officerless than a yearkeine Datenkeine Daten
0.08yrs
Durchschnittliche Betriebszugehörigkeit
59.5yo
Durchschnittliches Alter

Erfahrenes Management: 6701Das Führungsteam des Unternehmens gilt nicht als erfahren ( 0.1 Jahre durchschnittliche Betriebszugehörigkeit), was auf ein neues Team schließen lässt.


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Takayuki Morita
President9.9yrsJP¥287.00m0.0041%
¥ 219.6m
Osamu Fujikawa
Executive Officerno datakeine Daten0.0029%
¥ 152.3m
Masashi Oka
Independent Director3.9yrskeine Daten0.00075%
¥ 40.1m
Joji Okada
Independent Outside Director2.9yrskeine Daten0.00014%
¥ 7.5m
Yoshihito Yamada
Outside Independent Director2.9yrskeine Datenkeine Daten
Takashi Niino
Chairman of the Board3.9yrsJP¥208.00m0.0077%
¥ 413.0m
Shinjiro Sato
Independent Outside Director1.9yrskeine Daten0.00038%
¥ 20.3m
Tomomi Yatsu
Independent Outside Directorless than a yearkeine Datenkeine Daten
Mika Nishimura
Independent Outside Directorless than a yearkeine Datenkeine Daten
Harufumi Mochizuki
Independent Outside Director2.9yrskeine Daten0.00075%
¥ 40.1m
Nobuhiro Odake
Audit & Supervisory Board Memberno datakeine Datenkeine Daten
Masakazu Yamashina
Vice Chairperson & Executive Officerless than a yearkeine Datenkeine Daten
2.9yrs
Durchschnittliche Betriebszugehörigkeit
65yo
Durchschnittliches Alter

Erfahrener Vorstand: 6701Die Vorstandsmitglieder gelten nicht als erfahren ( 2.9 Jahre durchschnittliche Amtszeit), was auf einen neuen Vorstand hindeutet.


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/07 14:52
Aktienkurs zum Tagesende2026/05/07 00:00
Gewinne2026/03/31
Jährliche Einnahmen2026/03/31

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.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* 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

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

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

NEC Corporation wird von 21 Analysten beobachtet. 11 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.

AnalystEinrichtung
Yuki KanekoBofA Global Research
Masahiro ShibanoCitigroup Inc
Hideo NodaCLSA