AGC (5201) Panoramica del titolo
AGC Inc. produce e vende vetro, elettronica, prodotti chimici, automotive e ceramica in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 3/6 |
Premi
Analisi del rischio
5201 Community Fair Values
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Analyst Price Targets
Concorrenti di AGC Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | JP¥5,802.00 |
| Massimo di 52 settimane | JP¥8,315.00 |
| Minimo di 52 settimane | JP¥4,592.00 |
| Beta | 0.42 |
| Variazione di 1 mese | -8.12% |
| Variazione a 3 mesi | -10.67% |
| Variazione di 1 anno | 24.32% |
| Variazione a 3 anni | 16.79% |
| Variazione a 5 anni | 14.21% |
| Variazione dall'IPO | -3.30% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Aug 18
5201: Circular Fluorine Shift Will Support Measured Outlook Under 2026 Plan
Analysts have raised their fair value estimate for AGC to ¥5,831 from ¥5,000, pointing to updated assumptions around a slightly lower discount rate, adjusted revenue growth expectations, firmer profit margin forecasts, and a higher future P/E multiple. What’s in the News for AGC AGC completed third party verification based on UL 2809 in May 2026 for the fluorine raw materials used in AFLAS FFKM, confirming that 100% of the fluorine content allocated under the mass balance approach comes from Recycled Circular Fluorite.Articolo di analisi • Aug 06
AGC Inc. (TSE:5201) Just Reported Half-Year Earnings: Have Analysts Changed Their Mind On The Stock?
AGC Inc. ( TSE:5201 ) shareholders are probably feeling a little disappointed, since its shares fell 3.2% to JP¥5,786...
Aggiornamento narrativa • Aug 04
5201: Circular Fluorine Progress Under AGC Plus 2026 Will Drive Future Upside
Analysts have trimmed their price target for AGC to ¥7,286 from ¥7,599, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E that slightly soften the stock's implied fair value. What’s in the News for AGC AGC Inc.
Aggiornamento narrativa • Jul 21
5201: Recycling Breakthrough In Fluorine Materials Will Support Stronger Future Returns
The analyst price target for AGC has been revised from ¥6,800 to ¥8,290, with analysts citing updated assumptions around revenue growth, profit margins, and forward P/E expectations as the key drivers of the change. What’s in the News for AGC AGC Inc.Recent updates
Aggiornamento narrativa • Aug 18
5201: Circular Fluorine Shift Will Support Measured Outlook Under 2026 Plan
Analysts have raised their fair value estimate for AGC to ¥5,831 from ¥5,000, pointing to updated assumptions around a slightly lower discount rate, adjusted revenue growth expectations, firmer profit margin forecasts, and a higher future P/E multiple. What’s in the News for AGC AGC completed third party verification based on UL 2809 in May 2026 for the fluorine raw materials used in AFLAS FFKM, confirming that 100% of the fluorine content allocated under the mass balance approach comes from Recycled Circular Fluorite.Articolo di analisi • Aug 06
AGC Inc. (TSE:5201) Just Reported Half-Year Earnings: Have Analysts Changed Their Mind On The Stock?
AGC Inc. ( TSE:5201 ) shareholders are probably feeling a little disappointed, since its shares fell 3.2% to JP¥5,786...Aggiornamento narrativa • Aug 04
5201: Circular Fluorine Progress Under AGC Plus 2026 Will Drive Future Upside
Analysts have trimmed their price target for AGC to ¥7,286 from ¥7,599, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E that slightly soften the stock's implied fair value. What’s in the News for AGC AGC Inc.Aggiornamento narrativa • Jul 21
5201: Recycling Breakthrough In Fluorine Materials Will Support Stronger Future Returns
The analyst price target for AGC has been revised from ¥6,800 to ¥8,290, with analysts citing updated assumptions around revenue growth, profit margins, and forward P/E expectations as the key drivers of the change. What’s in the News for AGC AGC Inc.Aggiornamento narrativa • Jul 07
5201: Circular Fluorine Progress And 2026 Plan Will Support Upside Potential
Analysts have raised their price target on AGC to ¥7,598.75 from ¥7,373.75. This reflects updated assumptions around the discount rate, revenue growth, profit margin, and future P/E, even though recent Street research has not introduced new company-specific catalysts.Aggiornamento narrativa • Jun 23
5201: Recycling Progress And 2026 Plan Will Support Measured Fair Share Pricing
Analysts have adjusted their price target for AGC to ¥7,373.75 from ¥7,086.25, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What’s in the News for AGC AGC Inc.Aggiornamento 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.Nuova 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?Aggiornamento 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).Aggiornamento 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.Aggiornamento 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.Aggiornamento 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).Aggiornamento 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).Nuova 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?Aggiornamento 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).Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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).Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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).Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Nuova 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.Rendimenti per gli azionisti
| 5201 | JP Building | JP Mercato | |
|---|---|---|---|
| 7D | -2.7% | -2.7% | -2.7% |
| 1Y | 24.3% | 12.4% | 30.5% |
Ritorno vs Industria: 5201 ha superato il JP Building che ha restituito 12.4 % nell'ultimo anno.
Rendimento vs Mercato: 5201 ha avuto una performance inferiore al mercato JP che ha registrato un rendimento 30.5 % nell'ultimo anno.
Volatilità dei prezzi
| 5201 volatility | |
|---|---|
| 5201 Average Weekly Movement | 6.6% |
| Building Industry Average Movement | 3.3% |
| Market Average Movement | 4.0% |
| 10% most volatile stocks in JP Market | 9.1% |
| 10% least volatile stocks in JP Market | 2.1% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di 5201 è stato volatile rispetto al mercato JP.
Volatilità nel tempo: La volatilità settimanale ( 7% ) di 5201 è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni JP.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1907 | 52,896 | Yoshinori Hirai | www.agc.com |
AGC Inc. produce e vende in tutto il mondo vetro, elettronica, prodotti chimici, automobili e ceramiche. L'azienda offre prodotti in vetro per l'architettura, tra cui vetri isolanti, stratificati, cablati, temprati, a controllo solare, a isolamento acustico, decorativi, float e a disegno, e industriali; sistemi di vetrate strutturali; vetri per l'industria automobilistica, come vetri stratificati, temperati e per la privacy, nonché antenne in vetro integrate e finestre per l'assemblaggio di moduli. Fornisce substrati di vetro per schermi a cristalli liquidi a transistor a film sottile e OLED; vetro sintetico di silice fusa, cristalli di quarzo sintetici, carburi di silicio, slurry CMP, vias di vetro passanti, vetro ad alto indice di rifrazione, diffusori, substrati di vetroceramica, dispositivi ottici planari, filtri a taglio IR, vetro asferico e lenti stampate e prodotti per micro-lenti; policarbonato e lastre ottiche, fogli sottili e pellicole; fritte e paste di vetro, nonché substrati di vetro per l'imballaggio dei semiconduttori e altri materiali elettronici.
AGC Inc. Riepilogo dei fondamenti
| 5201 statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | JP¥1.23t |
| Utili (TTM) | JP¥90.77b |
| Ricavi(TTM) | JP¥2.16t |
13.6x
Rapporto P/E0.6x
Rapporto P/S5201 è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| 5201 Conto economico (TTM) | |
|---|---|
| Ricavi | JP¥2.16t |
| Costo del fatturato | JP¥1.64t |
| Profitto lordo | JP¥526.28b |
| Altre spese | JP¥435.51b |
| Utili | JP¥90.77b |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
Nov 05, 2026
| Utile per azione (EPS) | 427.31 |
| Margine lordo | 24.32% |
| Margine di profitto netto | 4.19% |
| Rapporto debito/patrimonio netto | 38.3% |
Come si è comportato 5201 nel lungo periodo?
Vedi performance storica e confrontoDividendi
3.6%
Rendimento attuale del dividendo49%
Rapporto di remunerazione5201 paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di 5201| AGC date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Jun 29 2026 |
| Data di pagamento dei dividendi | Sep 08 2026 |
| Giorni fino al dividendo Ex | 56 days |
| Giorni prima della data di pagamento dei dividendi | 15 days |
5201 paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di 5201Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/22 16:31 |
| Prezzo dell'azione a fine giornata | 2026/08/21 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
AGC Inc. è coperta da 23 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Eric Lee | Barclays |
| Timothy Luke | Barclays |
| Alberto Moel | Bernstein |