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AGC Inc.Informe acción TSE:5201

Capitalización bursátil JP¥1.5t
Precio de las acciones
JP¥6.94k
JP¥7.09k
2.0% infravalorado descuento intrínseco
1Y60.6%
7D-15.6%
1D
Valor de la cartera
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AGC Inc.

Informe acción TSE:5201

Capitalización de mercado: JP¥1.5t

AGC (5201) Resumen de Acciones

AGC Inc. fabrica y vende vidrio, electrónica, productos químicos, automoción y cerámica en todo el mundo. Saber más

Análisis fundamental de 5201
Puntuación del snowflake
Valoración4/6
Crecimiento futuro2/6
Rendimiento pasado2/6
Salud financiera6/6
Dividendos4/6

5201 Community Fair Values

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Competidores de AGC Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del AGC
Precios históricos de las acciones
Precio actual de la acciónJP¥6,941.00
Máximo en las últimas 52 semanasJP¥8,315.00
Mínimo de 52 semanasJP¥4,180.00
Beta0.43
Cambio en 1 mes23.15%
Variación en 3 meses17.31%
Cambio de 1 año60.63%
Variación en 3 años32.11%
Variación en 5 años38.82%
Variación desde la OPV15.68%

Noticias y actualizaciones recientes

Actualización de narrativa Jun 06

5201: Sustainability Progress And 2026 Plan Will Support Measured Fair Share Pricing

Analysts now place AGC's price target at about ¥7,100, up from roughly ¥5,900, citing updated assumptions that include a lower discount rate, slightly higher expectations for revenue growth and profit margins, and a higher future P/E multiple. What's in the News AGC Inc.

Recent updates

Actualización de narrativa Jun 06

5201: Sustainability Progress And 2026 Plan Will Support Measured Fair Share Pricing

Analysts now place AGC's price target at about ¥7,100, up from roughly ¥5,900, citing updated assumptions that include a lower discount rate, slightly higher expectations for revenue growth and profit margins, and a higher future P/E multiple. What's in the News AGC Inc.
Nueva narrativa May 24

Rising Semiconductor Dependence And Cost Pressures Will Weaken Margins Over Time

Catalysts About AGC AGC is a diversified materials company with operations in glass, electronics, chemicals and life science related businesses. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Apr 24

5201: Governance Shift And 2026 Outlook Will Support Measured Fair Share Pricing

Analysts have nudged their price target for AGC to ¥5,883.75, a modest adjustment that reflects slightly updated assumptions around discount rate, revenue growth, profit margin and future P/E while keeping their overall valuation view intact. What's in the News AGC issued consolidated earnings guidance for the first half of 2026, with expected net sales of ¥1,070,000 million and operating profit of ¥60,000 million for the period ending June 30, 2026 (company guidance).
Actualización de narrativa Apr 10

5201: Governance Shift And 2026 Earnings Guidance Will Support Fair Share Pricing

The analyst price target for AGC has been revised to ¥5,883.75. The modest adjustment reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E that analysts see as better aligning the valuation with current risk and return expectations.
Actualización de narrativa Mar 27

5201: Governance Changes And 2026 Earnings Guidance Will Keep Shares Fairly Priced

Analysts have adjusted AGC's fair value estimate from ¥5,946.25 to ¥5,883.75. This change reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
Actualización de narrativa Mar 12

5201: Governance Shift And Earnings Outlook Will Keep Shares Fairly Priced

Analysts have raised their price target on AGC from ¥5,608.75 to ¥5,946.25, citing updated assumptions related to revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News The Board of Directors meeting on February 6, 2026 resolved to propose partial amendments to the Articles of Incorporation at the March 27, 2026 Annual General Meeting of Shareholders, with the aim of transitioning AGC to a Company with Audit and Supervisory Committee (Key Developments).
Actualización de narrativa Feb 24

5201: Governance Overhaul And CFO Exit Will Keep Shares Looking Expensive

The analyst price target for AGC has shifted from ¥5,540 to ¥5,608.75, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that analysts now factor into their models. What's in the News On February 6, 2026, the Board of Directors resolved to propose amendments to the Articles of Incorporation to transition AGC to a Company with Audit and Supervisory Committee, subject to approval at the 101st Annual General Meeting of Shareholders on March 27, 2026 (company announcement).
Nueva narrativa Feb 20

Semiconductor And Mobility Trends Will Support Long-Term Demand For Advanced Materials

Catalysts About AGC AGC is a global materials company with businesses in glass, chemicals, electronics and life sciences. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Feb 09

5201: Governance Shift And Biologics Deals Will Leave Shares Looking Expensive

Analysts have lifted their price target on AGC from $5,327.50 to $5,540.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E as key inputs to the revised valuation. What's in the News AGC issued consolidated earnings guidance for the first half of 2026, with expected net sales of JPY 1,070,000 million and operating profit of JPY 60,000 million for the period ending June 30, 2026 (company guidance).
Actualización de narrativa Jan 26

5201: Governance Changes And Biologics Partnerships Will Support Steady Long Term Outlook

Analysts have modestly adjusted their price target on AGC to $5,327.50. This reflects small tweaks to assumptions on the discount rate, long term revenue growth, profit margin, and future P/E expectations.
Actualización de narrativa Jan 11

5201: Governance Shift And Biologics Partnerships Will Gradually Support Balanced Outlook

Analysts now place AGC's fair value at US$5,327.50, up modestly from US$5,302.50. This reflects slightly higher assumptions for revenue growth, profit margin and future P/E.
Actualización de narrativa Dec 27

5201: Governance Overhaul And Biologics Pipeline Will Steadily Shape Future Performance

Narrative Update on Analyst Price Target Analysts have modestly lifted their price target for AGC to $5,302.50, reflecting slight improvements in the company’s discount rate assumptions and long term profitability outlook. What's in the News AGC Inc.
Actualización de narrativa Dec 13

5201: Governance Shifts And Biologics Alliances Will Shape Future Performance

Analysts have modestly raised their price target on AGC to align with a fair value of $5,302.50. This reflects slightly higher assumptions for the discount rate and future earnings multiple, while keeping long term growth and margin expectations largely unchanged.
Actualización de narrativa Nov 28

5201: Earnings Outlook And Executive Changes Will Shape 2025 Performance

The analyst price target for AGC has increased by $337.50 to $5,302.50, as analysts revise their valuation based on updated financial metrics and outlook. What's in the News AGC Biologics announced a partnership with Repair Biotechnologies to develop a novel mRNA therapy aimed at reducing atherosclerotic plaques, addressing a leading cause of human mortality (Key Developments).
Actualización de narrativa Nov 14

5201: Revenue Stability And Leadership Shifts Will Define 2025 Outlook

Analysts have raised their price target for AGC from $4,883.75 to $4,965.00, citing modest improvements in expected revenue growth and profit margins. What's in the News AGC Inc.
Artículo de análisis Nov 07

Earnings Update: AGC Inc. (TSE:5201) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Investors in AGC Inc. ( TSE:5201 ) had a good week, as its shares rose 6.4% to close at JP¥5,129 following the release...
Actualización de narrativa Oct 31

5201: Panel Manufacturing Advances And Steady Metrics Will Shape Market Direction

Narrative Update on AGC: Analyst Price Target Change Analysts have maintained AGC's fair value estimate at $4,883.75, citing only minimal adjustments to key model inputs and reaffirming their previous outlook for the company. What's in the News AGC joined the 'JOINT3' consortium of 27 global companies, led by Resonac Corporation, to co-develop panel-level organic interposer technology and establish a prototype production line scheduled to begin operations in 2026 (Key Developments).
Artículo de análisis Oct 22

Is AGC (TSE:5201) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Actualización de narrativa Oct 17

Architectural Glass And Chemical Capacity Will Redefine Markets

Analyst Price Target for AGC Adjusted Slightly Amid Unchanged Fair Value Outlook Analysts have made a marginal downward revision to AGC's price target, now set at $4,883.75. This adjustment comes in response to minimal changes in the company’s underlying growth assumptions and profitability metrics.
Actualización de narrativa Oct 03

Architectural Glass And Chemical Capacity Will Redefine Markets

Analysts have raised AGC's price target from $4,758.75 to $4,883.75, citing minor adjustments to their growth and profitability assumptions that have led to a slightly higher valuation. What's in the News Resonac Corporation established the ‘JOINT3’ consortium with 26 other global leaders, including AGC, to develop advanced panel-level organic interposer technology for next-generation semiconductor packaging.
Artículo de análisis Sep 02

AGC's (TSE:5201) Returns On Capital Are Heading Higher

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Actualización de narrativa Aug 28

Architectural Glass And Chemical Capacity Will Redefine Markets

With no change in AGC’s consensus analyst price target, discount rate, or future P/E, analysts have maintained their fair value estimate at ¥4759. What's in the News AGC revised down full-year guidance citing production issues in biopharmaceuticals CDMO, lower PVC prices, semiconductor-related product weakness, and impairment losses from structural reforms in Colorado, reducing net sales, operating profit, and profit forecasts.
Artículo de análisis Aug 11

AGC's (TSE:5201) Earnings Offer More Than Meets The Eye

AGC Inc.'s ( TSE:5201 ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...
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Nueva narrativa Aug 03

Architectural Glass And Chemical Capacity Will Redefine Markets

Advancements in product offerings, manufacturing expansion, and strategic exits are set to improve AGC's margins, profitability, and growth capacity across core business segments.
Artículo de análisis Jul 18

Is AGC (TSE:5201) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Jun 25

AGC (TSE:5201) Has Affirmed Its Dividend Of ¥105.00

AGC Inc.'s ( TSE:5201 ) investors are due to receive a payment of ¥105.00 per share on 8th of September. This makes the...
Artículo de análisis Jun 10

AGC (TSE:5201) Will Pay A Dividend Of ¥105.00

The board of AGC Inc. ( TSE:5201 ) has announced that it will pay a dividend of ¥105.00 per share on the 8th of...

Rentabilidad de los accionistas

5201JP BuildingMercado JP
7D-15.6%0.9%-1.0%
1Y60.6%40.9%39.9%

Rentabilidad vs. Industria: 5201 superó a la industria JP Building, que obtuvo un rendimiento del 40.9% el año pasado.

Rentabilidad vs. Mercado: 5201 superó al mercado JP, que obtuvo un rendimiento del 39.9% el año pasado.

Volatilidad de los precios

Is 5201's price volatile compared to industry and market?
5201 volatility
5201 Average Weekly Movement6.9%
Building Industry Average Movement4.2%
Market Average Movement4.7%
10% most volatile stocks in JP Market9.3%
10% least volatile stocks in JP Market2.4%

Precio estable de las acciones: El precio de las acciones de 5201 ha sido volátil durante los últimos 3 meses en comparación con el mercado JP.

Volatilidad a lo largo del tiempo: La volatilidad semanal de 5201(7%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de JP.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
190752,896Yoshinori Hiraiwww.agc.com

AGC Inc. fabrica y vende vidrio, electrónica, productos químicos, automoción y cerámica en todo el mundo. La empresa ofrece productos de vidrio arquitectónico, incluidos vidrios aislantes, laminados, alámbricos, templados, de control solar, de aislamiento acústico, decorativos, flotados y estampados, e industriales; sistemas de acristalamiento estructural; y vidrio para automoción, como vidrios laminados, templados y de privacidad, así como antenas de vidrio integradas y ventanas de montaje de módulos. Proporciona sustratos de vidrio para pantallas de cristal líquido con transistores de película delgada y OLED; vidrio de sílice fundida sintética, cristales de cuarzo sintético, carburos de silicio, lodo CMP, a través de Vias de vidrio, vidrio de alto índice de refracción, difusores, sustratos de cerámica de vidrio, dispositivos ópticos planares, filtros de corte IR, vidrio asférico y lentes moldeadas, y productos de matriz de microlentes; láminas de policarbonato y ópticas, láminas delgadas y películas; y fritas y pastas de vidrio, así como sustratos de vidrio para envases de semiconductores y otros materiales electrónicos.

Resumen de fundamentos de AGC Inc.

¿Cómo se comparan los beneficios e ingresos de AGC con su capitalización de mercado?
Estadísticas fundamentales de 5201
Capitalización bursátilJP¥1.47t
Beneficios(TTM)JP¥85.36b
Ingresos (TTM)JP¥2.10t
17.3x
Ratio precio-beneficio (PE)
0.7x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de 5201
IngresosJP¥2.10t
Coste de los ingresosJP¥1.58t
Beneficio brutoJP¥514.30b
Otros gastosJP¥428.94b
BeneficiosJP¥85.36b

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

Aug 04, 2026

Beneficios por acción (BPA)401.90
Margen bruto24.52%
Margen de beneficio neto4.07%
Ratio deuda/patrimonio40.9%

¿Cómo se ha desempeñado 5201 a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

3.0%
Rentabilidad actual por dividendo
52%
Ratio de pagos
¿Cuándo hay que comprar 5201 para recibir un próximo dividendo?
fechas de dividendos de AGC
Fecha ex dividendoJun 29 2026
Fecha de pago de dividendosSep 08 2026
Días hasta ex dividendo18 days
Días hasta la fecha de pago de dividendos89 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/10 19:04
Precio de las acciones al final del día2026/06/10 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

AGC Inc. está cubierta por 22 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Eric LeeBarclays
Timothy LukeBarclays
Alberto MoelBernstein