NEC Gestion
Gestion contrôle des critères 1/4
Le PDG NEC est Takayuki Morita, nommé en Apr2021, a un mandat de 5.08 ans. La rémunération annuelle totale est ¥ 287.00M, composée du salaire de 33.1% et des bonus 66.9%, y compris les actions et options de la société. détient directement 0.004% des actions de la société, d'une valeur de ¥ 228.95M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 0.1 ans et 2.9 ans.
Informations clés
Takayuki Morita
Directeur général
JP¥287.0m
Rémunération totale
| Pourcentage du salaire du PDG | 33.10% |
| Durée du mandat du directeur général | 5.1yrs |
| Propriété du PDG | 0.004% |
| Durée moyenne d'occupation des postes de direction | less than a year |
| Durée moyenne du mandat des membres du conseil d'administration | 2.9yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour de l'analyse • 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).Article d'analyse • 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...Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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).Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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).Mise à jour de l'analyse • 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.Article d'analyse • 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...Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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).Article d'analyse • 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...Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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).Mise à jour de l'analyse • 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.Article d'analyse • 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...Mise à jour de l'analyse • 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.Article d'analyse • 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...Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...
Nouvelle 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 de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | JP¥270b |
| Dec 31 2025 | n/a | n/a | JP¥246b |
| Sep 30 2025 | n/a | n/a | JP¥235b |
| Jun 30 2025 | n/a | n/a | JP¥200b |
| Mar 31 2025 | JP¥287m | JP¥95m | JP¥175b |
| Dec 31 2024 | n/a | n/a | JP¥187b |
| Sep 30 2024 | n/a | n/a | JP¥150b |
| Jun 30 2024 | n/a | n/a | JP¥151b |
| Mar 31 2024 | JP¥204m | JP¥85m | JP¥150b |
| Dec 31 2023 | n/a | n/a | JP¥122b |
| Sep 30 2023 | n/a | n/a | JP¥123b |
| Jun 30 2023 | n/a | n/a | JP¥121b |
| Mar 31 2023 | JP¥149m | JP¥75m | JP¥115b |
| Dec 31 2022 | n/a | n/a | JP¥143b |
| Sep 30 2022 | n/a | n/a | JP¥132b |
| Jun 30 2022 | n/a | n/a | JP¥127b |
| Mar 31 2022 | JP¥125m | JP¥75m | JP¥141b |
Rémunération vs marché: La rémunération totale de Takayuki ($USD 1.83M ) est dans la moyenne des entreprises de taille similaire sur le marché JP ($USD 1.43M ).
Rémunération et revenus: La rémunération de Takayuki a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
Takayuki Morita (65 yo)
5.1yrs
Titularisation
JP¥287,000,000
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 5.1yrs | JP¥287.00m | 0.0041% ¥ 229.0m | |
| Chief Technology | less than a year | JP¥101.00m | pas de données | |
| Representative Executive Officer | less than a year | pas de données | pas de données | |
| Executive Officer | less than a year | pas de données | 0.0029% ¥ 158.8m | |
| Executive Officer | less than a year | pas de données | pas de données | |
| Executive Officer | less than a year | pas de données | pas de données | |
| Chief Investment Officer | 1.9yrs | pas de données | pas de données | |
| Corporate SVP | 2.9yrs | pas de données | pas de données | |
| Corporate Senior VP and Chief Risk & Compliance Officer | 1.1yrs | pas de données | pas de données | |
| Corporate SVP and MD of Marketing & Alliance Promotion Division | 3.3yrs | pas de données | pas de données | |
| Executive Officer | less than a year | pas de données | 0.000020% ¥ 1.1m | |
| Executive Officer | less than a year | pas de données | pas de données |
0.08yrs
Durée moyenne de l'emploi
59.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de 6701 n'est pas considérée comme expérimentée (ancienneté moyenne 0.1 ans), ce qui suggère une nouvelle équipe.
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 9.9yrs | JP¥287.00m | 0.0041% ¥ 229.0m | |
| Executive Officer | no data | pas de données | 0.0029% ¥ 158.8m | |
| Independent Director | 3.9yrs | pas de données | 0.00075% ¥ 41.8m | |
| Independent Outside Director | 2.9yrs | pas de données | 0.00014% ¥ 7.8m | |
| Outside Independent Director | 2.9yrs | pas de données | pas de données | |
| Chairman of the Board | 3.9yrs | JP¥208.00m | 0.0077% ¥ 430.6m | |
| Independent Outside Director | 1.9yrs | pas de données | 0.00038% ¥ 21.2m | |
| Independent Outside Director | less than a year | pas de données | pas de données | |
| Independent Outside Director | less than a year | pas de données | pas de données | |
| Independent Outside Director | 2.9yrs | pas de données | 0.00075% ¥ 41.8m | |
| Audit & Supervisory Board Member | no data | pas de données | pas de données | |
| Vice Chairperson & Executive Officer | less than a year | pas de données | pas de données |
2.9yrs
Durée moyenne de l'emploi
65yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la 6701 n'est pas considéré comme expérimenté ( 2.9 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/08 22:21 |
| Cours de l'action en fin de journée | 2026/05/08 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2026/03/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
NEC Corporation est couverte par 21 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Yuki Kaneko | BofA Global Research |
| Masahiro Shibano | Citigroup Inc |
| Hideo Noda | CLSA |