Cochlear（COH）株式概要
コクレア社は、世界中の小児および成人の聴覚障害者にインプラント聴覚ソリューションを提供している。 詳細
COH Community Fair Values
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Analyst Price Targets
Top Community Narratives
AU$70
FV
75.0% 割高 内在価値ディスカウント0.14%
Revenue growth p.a.
209
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Cochlear Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | AU$122.50 |
| 52週高値 | AU$319.10 |
| 52週安値 | AU$88.74 |
| ベータ | 0.26 |
| 1ヶ月の変化 | 1.17% |
| 3ヶ月変化 | 30.32% |
| 1年変化 | -61.34% |
| 3年間の変化 | -48.35% |
| 5年間の変化 | -50.82% |
| IPOからの変化 | 4,052.54% |
最新ニュース
ナラティブ更新 • Jul 16
COH: Profit Downgrade And Softer Implant Demand Will Pressure Earnings Expectations
The analyst fair value estimate for Cochlear has increased from A$95 to A$100, reflecting updated assumptions related to discount rates, modest adjustments to long-term revenue growth and profit margins, and a slightly higher future P/E multiple cited by analysts in recent research. Analyst Commentary Recent research on Cochlear points to a more mixed setup, with some analysts highlighting risks that could limit upside from current levels.ナラティブ更新 • Jul 02
COH: Hospital Bottlenecks And Weaker Referrals Will Pressure Earnings Expectations
The analyst price target for Cochlear has been revised from A$210 to A$95, reflecting updated expectations for revenue growth, profit margins, the discount rate and future P/E as outlined in recent Street research from multiple analysts. Analyst Commentary Recent Street research on Cochlear highlights a more cautious tone despite mixed rating actions, with several bearish analysts questioning how well the current share price lines up with the revised A$95 target and the company’s execution risks.分析記事 • Jun 19
Cochlear (ASX:COH) Shares Could Be 44% Below Fair Value After 2026 Guidance Cut
Cochlear (ASX:COH) is back in focus after the company issued a 2026 guidance downgrade, prompting a reset in expectations for both the stock and the broader premium ASX healthcare segment. See our latest analysis for Cochlear. The 2026 guidance downgrade comes after a sharp rebound in Cochlear’s share price over the past month, with a 30 day share price return of 24.66%. However, that short term strength contrasts with a much weaker backdrop, including a 90 day share price decline of 28.23%...Recent updates
ナラティブ更新 • Jul 16
COH: Profit Downgrade And Softer Implant Demand Will Pressure Earnings Expectations
The analyst fair value estimate for Cochlear has increased from A$95 to A$100, reflecting updated assumptions related to discount rates, modest adjustments to long-term revenue growth and profit margins, and a slightly higher future P/E multiple cited by analysts in recent research. Analyst Commentary Recent research on Cochlear points to a more mixed setup, with some analysts highlighting risks that could limit upside from current levels.ナラティブ更新 • Jul 02
COH: Hospital Bottlenecks And Weaker Referrals Will Pressure Earnings Expectations
The analyst price target for Cochlear has been revised from A$210 to A$95, reflecting updated expectations for revenue growth, profit margins, the discount rate and future P/E as outlined in recent Street research from multiple analysts. Analyst Commentary Recent Street research on Cochlear highlights a more cautious tone despite mixed rating actions, with several bearish analysts questioning how well the current share price lines up with the revised A$95 target and the company’s execution risks.分析記事 • Jun 19
Cochlear (ASX:COH) Shares Could Be 44% Below Fair Value After 2026 Guidance Cut
Cochlear (ASX:COH) is back in focus after the company issued a 2026 guidance downgrade, prompting a reset in expectations for both the stock and the broader premium ASX healthcare segment. See our latest analysis for Cochlear. The 2026 guidance downgrade comes after a sharp rebound in Cochlear’s share price over the past month, with a 30 day share price return of 24.66%. However, that short term strength contrasts with a much weaker backdrop, including a 90 day share price decline of 28.23%...
ナラティブ更新 • Jun 18
COH: Margin Resilience And Core Franchise Strength Will Support Future Upside
The analyst price target for Cochlear has been adjusted slightly lower to A$124.40. Analysts attribute this change to modest tweaks in the discount rate, revenue growth, profit margin and future P/E assumptions following recent mixed research updates from major brokers.ナラティブ更新 • Jun 03
COH: Margin Resilience And Temporary Volume Weaknesses Will Support Future Upside
The analyst price target for Cochlear has eased slightly from about A$126.08 to A$124.60, as analysts factor in more moderate revenue growth expectations alongside marginally stronger profit margins and a slightly lower assumed future P/E, following mixed recent research views. Analyst Commentary Bullish Takeaways Bullish analysts see room for upside if Cochlear can deliver on revenue expectations while maintaining the marginally stronger profit margins now being reflected in models.ナラティブ更新 • May 09
COH: Steadier Growth Assumptions Will Support Future Upside If Execution Holds
The updated analyst price target for Cochlear has shifted from A$239.95 to A$126.08 as analysts incorporate more moderate assumptions for revenue growth, profit margins and future P/E. This reflects mixed recent research views from Citi and Morgan Stanley.
新しいナラティブ • May 09
Cochlear’s Crossroads: Temporary Setback or Structural Shift?
Cochlear Limited is an interesting company. It is a medical technology business with a specific focus on implantable hearing solutions.ナラティブ更新 • Apr 21
COH: VA Access Expansion Will Support Future Upside Despite Slight Model Adjustments
The Analyst Price Target for Cochlear has been adjusted slightly lower to A$239.95 from A$244.58, as analysts now factor in modestly softer revenue growth, profit margin and future P/E assumptions, along with a slightly higher discount rate. Valuation Changes Fair Value: adjusted slightly lower from A$244.58 to A$239.95.ナラティブ更新 • Apr 04
COH: VA Access Expansion And Upgraded Coverage Will Underpin Future Upside
Analysts have slightly adjusted their price target for Cochlear to A$244.58 from A$245.91. This reflects updated assumptions around discount rates and valuation multiples, while core growth and profitability expectations remain broadly unchanged.ナラティブ更新 • Mar 21
COH: VA Access Expansion Will Support Future Upside Potential
Analysts have adjusted their price target on Cochlear slightly lower to A$245.91 from A$250.59, reflecting modest tweaks to assumptions around the discount rate, revenue growth, profit margins and future P/E following recent research updates. Analyst Commentary Bullish Takeaways Bullish analysts see the revised A$245.91 target as still supportive of upside potential relative to recent trading levels, suggesting the core earnings story remains intact despite the small adjustment.ナラティブ更新 • Mar 06
COH: Steady Assumptions And New Access Channels Will Support Future Upside Potential
Analysts have reaffirmed their A$250.59 price target for Cochlear, citing recent research that supports steady assumptions around the discount rate, revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent research behind the reaffirmed A$250.59 price target highlights a mix of supportive factors and watchpoints that matter for Cochlear's valuation and execution risk.新しいナラティブ • Mar 01
Cloud And R&D Investment Will Pressure Margins While Long Term Hearing Demand Supports Stability
Catalysts About Cochlear Cochlear develops and manufactures hearing implant systems for people with severe to profound hearing loss. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Feb 20
COH: Reset Expectations And Product Adoption Will Support Future Upside Potential
Analysts have trimmed their Cochlear price target from A$301.76 to A$250.59 as they factor in slightly lower revenue growth assumptions, a marginally higher discount rate, modestly softer profit margin expectations and a reduced future P/E multiple, as highlighted in recent Street research, including the latest upgrade at RBC Capital. Analyst Commentary Recent Street commentary around Cochlear focuses on how current expectations stack up against its A$250.59 target price and what needs to go right, or wrong, for that valuation to hold.分析記事 • Feb 16
Cochlear (ASX:COH) Has Affirmed Its Dividend Of A$2.15
Cochlear Limited's ( ASX:COH ) investors are due to receive a payment of A$2.15 per share on 13th of April. This means...分析記事 • Feb 15
Some Confidence Is Lacking In Cochlear Limited (ASX:COH) As Shares Slide 26%
Cochlear Limited ( ASX:COH ) shareholders that were waiting for something to happen have been dealt a blow with a 26...
新しいナラティブ • Feb 13
Hearing Health Tailwinds And Cloud Capabilities Will Support Multi Year Earnings Expansion
Catalysts About Cochlear Cochlear develops and manufactures implantable hearing solutions for people with severe to profound hearing loss. What are the underlying business or industry changes driving this perspective?分析記事 • Feb 06
Here's Why We Think Cochlear (ASX:COH) Might Deserve Your Attention Today
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...ナラティブ更新 • Feb 05
COH: Execution Upside And Premium P/E Will Underpin Future Upside Potential
Analysts have trimmed their price target on Cochlear to about A$302 from roughly A$305, reflecting a slightly higher discount rate, modestly lower revenue growth assumptions, and a small uplift in expected profit margins and future P/E multiples. Analyst Commentary Recent research adjustments on Cochlear point to a generally constructive stance, with the trimmed price target tied to updated assumptions rather than a material change in the long term story.分析記事 • Jan 11
Investors Shouldn't Overlook Cochlear's (ASX:COH) Impressive Returns On Capital
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...分析記事 • Nov 18
Risks To Shareholder Returns Are Elevated At These Prices For Cochlear Limited (ASX:COH)
When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 21x, you may consider...分析記事 • Oct 14
Does Cochlear (ASX:COH) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Sep 28
We Think Cochlear (ASX:COH) Might Have The DNA Of A Multi-Bagger
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...ナラティブ更新 • Sep 19
Aging Population Will Spur Cochlear Implant Adoption Worldwide
Cochlear’s modestly lower consensus price target predominantly reflects a slight reduction in forecast revenue growth, resulting in a revised fair value estimate of A$305.38. What's in the News Cochlear extended its share buyback plan duration to August 28, 2026.分析記事 • Aug 26
Cochlear (ASX:COH) Is Due To Pay A Dividend Of A$2.15
Cochlear Limited's ( ASX:COH ) investors are due to receive a payment of A$2.15 per share on 13th of October. This...ナラティブ更新 • Aug 19
New Cochlear Implant Launch And Market Expansion Will Strengthen Future Prospects
Cochlear’s consensus price target has been revised upward, primarily reflecting improved revenue growth forecasts and a slight increase in net profit margin, resulting in a new fair value estimate of A$309.91. What's in the News FDA approved Cochlear’s Nucleus Nexa System, the first smart cochlear implant system with upgradeable firmware, allowing recipients to access future innovations through both the implant and sound processor.
新しいナラティブ • Feb 23
New Cochlear Implant Launch And Market Expansion Will Strengthen Future Prospects
Focus on adult and senior markets in developed countries could drive revenue and net margin growth through increased sales volume.株主還元
| COH | AU Medical Equipment | AU 市場 | |
|---|---|---|---|
| 7D | 9.2% | 1.2% | 1.5% |
| 1Y | -61.3% | -47.4% | 1.8% |
業界別リターン: COH過去 1 年間で-47.4 % の収益を上げたAustralian Medical Equipment業界を下回りました。
リターン対市場: COHは、過去 1 年間で1.8 % のリターンを上げたAustralian市場を下回りました。
価格変動
| COH volatility | |
|---|---|
| COH Average Weekly Movement | 5.3% |
| Medical Equipment Industry Average Movement | 10.5% |
| Market Average Movement | 9.5% |
| 10% most volatile stocks in AU Market | 16.6% |
| 10% least volatile stocks in AU Market | 3.8% |
安定した株価: COH 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: COHの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1981 | 5,500 | Dig Howitt | www.cochlear.com |
コクレア社は、小児から成人までの人工内耳を世界中に提供している。人工内耳システム、サウンドプロセッサーのアップグレード、骨伝導システムなどを提供。また、Nucleusサウンドプロセッサー、スマートバイモーダル聴覚ソリューション、Nucleusインプラントを含む人工内耳Nucleusシステム、Baha 6 maxサウンドプロセッサーとBahaインプラントを含む人工内耳Bahaシステム、ワイヤレスデバイスやNucleusウォーターセーフアクセサリーなどのアクセサリーも提供している。同社は1981年に設立され、オーストラリアのシドニーに本社を置いている。
Cochlear Limited 基礎のまとめ
| COH 基礎統計学 | |
|---|---|
| 時価総額 | AU$7.84b |
| 収益（TTM） | AU$345.30m |
| 売上高(TTM) | AU$2.34b |
23.2x
PER（株価収益率3.4x
P/SレシオCOH は割高か？
公正価値と評価分析を参照収益と収入
| COH 損益計算書（TTM） | |
|---|---|
| 収益 | AU$2.34b |
| 売上原価 | AU$636.90m |
| 売上総利益 | AU$1.70b |
| その他の費用 | AU$1.36b |
| 収益 | AU$345.30m |
直近の収益報告
Dec 31, 2025
次回決算日
Aug 18, 2026
| 一株当たり利益（EPS） | 5.28 |
| グロス・マージン | 72.76% |
| 純利益率 | 14.77% |
| 有利子負債／自己資本比率 | 0.7% |
COH の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
3.5%
現在の配当利回り81%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/29 14:35 |
| 終値 | 2026/07/29 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Cochlear Limited 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26
| アナリスト | 機関 |
|---|---|
| Saul Hadassin | Barrenjoey Markets Pty Limited |
| Stuart Roberts | Bell Potter |
| Elisabeth Decou Clive | Bernstein |