View ValuationStanley Electric 将来の成長Future 基準チェック /16Stanley Electric利益と収益がそれぞれ年間2.4%と1.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に7.7% 12%なると予測されています。主要情報2.4%収益成長率11.99%EPS成長率Auto Components 収益成長59.1%収益成長率1.6%将来の株主資本利益率7.70%アナリストカバレッジLow最終更新日22 May 2026今後の成長に関する最新情報お知らせ • Nov 27+ 1 more updateStanley Electric Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025Stanley Electric Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects net sales of JPY 500,000 million, operating income of JPY 50,000 million, net income attributable to owners of parent of JPY 31,100 million or JPY 195.89 per share.お知らせ • Mar 07Stanley Electric Co., Ltd. Provides Consolidated Earnings Forecasts for the Fiscal Year Ending March 31, 2024Stanley Electric Co., Ltd. provided consolidated earnings forecasts for the fiscal year ending March 31, 2024. For the year, the company expects net sales of ¥464,000 million, operating income of ¥35,000 million, net income attributable to owners of parent of ¥25,500 million or ¥155.95 income per share.すべての更新を表示Recent updatesBoard Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Outside Independent Director Shoji Hatano was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 12Stanley Electric Co., Ltd., Annual General Meeting, Jun 25, 2026Stanley Electric Co., Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • Apr 23Stanley Electric Co., Ltd. (TSE:6923) completed the acquisition of Iwasaki Electric Co., Ltd. from Lux Holdings, L.P., a fund managed by The Carlyle Group Inc. (NasdaqGS:CG), and others.Stanley Electric Co., Ltd. (TSE:6923) executed an agreement to acquire Iwasaki Electric Co., Ltd. from Lux Holdings, L.P., a fund managed by The Carlyle Group Inc. (NasdaqGS:CG), and others for ¥70.3 billion on January 29, 2026. A cash consideration of ¥70.29 billion will be paid by Stanley Electric Co., Ltd. Upon completion, Iwasaki Electric Co., Ltd. will operate as a consolidated subsidiary of Stanley Electric Co., Ltd. For the period ending March 31, 2025, Iwasaki Electric Co., Ltd. reported total revenue of ¥60.1 billion, operating income of ¥6.09 billion and net income of ¥3.91 billion. As of March 31, 2025, Iwasaki Electric Co., Ltd. reported total assets of ¥62.75 billion and net assets of ¥21 billion. The transaction is subject to completion of antitrust and other regulatory clearances in Japan and Vietnam. The transaction is expected to close on April 1, 2026. As of March 31, 2026, the necessary procedures and responses under competition law in Vietnam have not yet been completed. The Company plans to execute the Share Acquisition as soon as the conditions precedent are satisfied, and currently expects that the Share Acquisition will be effected during April 2026. Stanley Electric Co., Ltd. (TSE:6923) completed the acquisition of Iwasaki Electric Co., Ltd. from Lux Holdings, L.P., a fund managed by The Carlyle Group Inc. (NasdaqGS:CG), and others on April 23, 2026.お知らせ • Mar 27+ 3 more updatesStanley Electric Co., Ltd. to Report Q2, 2027 Results on Oct 26, 2026Stanley Electric Co., Ltd. announced that they will report Q2, 2027 results on Oct 26, 2026お知らせ • Jan 30Stanley Electric Co., Ltd. (TSE:6923) executed an agreement to acquire Iwasaki Electric Co., Ltd. from Lux Holdings, L.P., a fund managed by The Carlyle Group Inc. (NasdaqGS:CG), and others for ¥70.3 billion.Stanley Electric Co., Ltd. (TSE:6923) executed an agreement to acquire Iwasaki Electric Co., Ltd. from Lux Holdings, L.P., a fund managed by The Carlyle Group Inc. (NasdaqGS:CG), and others for ¥70.3 billion on January 29, 2026. A cash consideration of ¥70.29 billion will be paid by Stanley Electric Co., Ltd. Upon completion, Iwasaki Electric Co., Ltd. will operate as a consolidated subsidiary of Stanley Electric Co., Ltd. For the period ending March 31, 2025, Iwasaki Electric Co., Ltd. reported total revenue of ¥60.1 billion, operating income of ¥6.09 billion and net income of ¥3.91 billion. As of March 31, 2025, Iwasaki Electric Co., Ltd. reported total assets of ¥62.75 billion and net assets of ¥21 billion. The transaction is subject to completion of antitrust and other regulatory clearances in Japan and Vietnam. The transaction is expected to close on April 1, 2026.お知らせ • Dec 03Stanley Electric Co., Ltd. to Report Q3, 2026 Results on Jan 29, 2026Stanley Electric Co., Ltd. announced that they will report Q3, 2026 results on Jan 29, 2026お知らせ • Sep 04Stanley Electric Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Stanley Electric Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025お知らせ • Jun 04Stanley Electric Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Stanley Electric Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025お知らせ • Apr 24+ 1 more updateStanley Electric Co., Ltd., Annual General Meeting, Jun 25, 2025Stanley Electric Co., Ltd., Annual General Meeting, Jun 25, 2025.お知らせ • Mar 11Stanley Electric Co., Ltd. to Report Fiscal Year 2025 Results on May 07, 2025Stanley Electric Co., Ltd. announced that they will report fiscal year 2025 results on May 07, 2025お知らせ • Nov 27+ 1 more updateStanley Electric Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025Stanley Electric Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects net sales of JPY 500,000 million, operating income of JPY 50,000 million, net income attributable to owners of parent of JPY 31,100 million or JPY 195.89 per share.Buy Or Sell Opportunity • Nov 08Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.3% to €15.50. The fair value is estimated to be €19.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 7.6%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Reported Earnings • Oct 29Second quarter 2025 earnings released: EPS: JP¥34.89 (vs JP¥34.54 in 2Q 2024)Second quarter 2025 results: EPS: JP¥34.89. Revenue: JP¥122.5b (up 7.1% from 2Q 2024). Net income: JP¥5.55b (down 2.0% from 2Q 2024). Profit margin: 4.5% (down from 5.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Auto Components industry in Germany.Upcoming Dividend • Sep 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.3%).お知らせ • Sep 04+ 1 more updateStanley Electric Co., Ltd. Provides Dividend Guidance for the Second Quarter Ending September 30, 2024, and Year Ending March 31, 2025Stanley Electric Co., Ltd. provided dividend guidance for the second quarter ending September 30, 2024, and year ending March 31, 2025. For the second quarter end period, the company expects to pay dividend of JPY 30 per share against JPY 27 per share paid a year ago. For the year end period, the company expects to pay dividend of JPY 31 per share against JPY 28 per share paid a year ago.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €15.10, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 7x in the Auto Components industry in Germany. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.87 per share.Buy Or Sell Opportunity • Aug 05Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.0% to €15.10. The fair value is estimated to be €19.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: JP¥36.31 (vs JP¥14.26 in 1Q 2024)First quarter 2025 results: EPS: JP¥36.31 (up from JP¥14.26 in 1Q 2024). Revenue: JP¥121.4b (up 8.7% from 1Q 2024). Net income: JP¥5.82b (up 148% from 1Q 2024). Profit margin: 4.8% (up from 2.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Declared Dividend • Jul 11Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 187%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 7.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥162 (vs JP¥162 in FY 2023)Full year 2024 results: EPS: JP¥162 (up from JP¥162 in FY 2023). Revenue: JP¥472.4b (up 7.9% from FY 2023). Net income: JP¥26.5b (flat on FY 2023). Profit margin: 5.6% (down from 6.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.お知らせ • Apr 03+ 3 more updatesStanley Electric Co., Ltd., Annual General Meeting, Jun 27, 2024Stanley Electric Co., Ltd., Annual General Meeting, Jun 27, 2024.お知らせ • Mar 28Stanley Electric Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2024Stanley Electric Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.9%).Buy Or Sell Opportunity • Mar 08Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €16.20. The fair value is estimated to be €20.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 6.6%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.お知らせ • Mar 07Stanley Electric Co., Ltd. Provides Consolidated Earnings Forecasts for the Fiscal Year Ending March 31, 2024Stanley Electric Co., Ltd. provided consolidated earnings forecasts for the fiscal year ending March 31, 2024. For the year, the company expects net sales of ¥464,000 million, operating income of ¥35,000 million, net income attributable to owners of parent of ¥25,500 million or ¥155.95 income per share.Buy Or Sell Opportunity • Feb 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to €15.80. The fair value is estimated to be €19.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 6.6%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥35.57 (vs JP¥22.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥35.57 (up from JP¥22.53 in 3Q 2023). Revenue: JP¥129.2b (up 18% from 3Q 2023). Net income: JP¥5.81b (up 55% from 3Q 2023). Profit margin: 4.5% (up from 3.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Declared Dividend • Jan 31First half dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 28th March 2024 Payment date: 10th June 2024 Dividend yield will be 158%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 6.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥34.54 (vs JP¥48.31 in 2Q 2023)Second quarter 2024 results: EPS: JP¥34.54 (down from JP¥48.31 in 2Q 2023). Revenue: JP¥114.4b (down 4.7% from 2Q 2023). Net income: JP¥5.67b (down 27% from 2Q 2023). Profit margin: 5.0% (down from 6.4% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Nov 01Stanley Electric Co., Ltd. (TSE:6923) announces an Equity Buyback for 5,000,000 shares, representing 3.05% for ¥10,000 million.Stanley Electric Co., Ltd. (TSE:6923) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 3.05% of its issued share capital, for total worth of ¥10,000 million. The purpose of the share repurchases is to return profits to shareholders and implement flexible capital policies in response to changes in the corporate environment. The program is valid till February 15, 2024. As of September 30, 2023, the company had 164,047,578 shares (excluding treasury stock) in issue and 7,152,422 shares are in treasury.New Risk • Oct 13New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.5% increase in shares outstanding).Buying Opportunity • Oct 11Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €18.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.Upcoming Dividend • Sep 21Upcoming dividend of JP¥26.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.6%).New Risk • Aug 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.5% increase in shares outstanding).Reported Earnings • Jul 30First quarter 2024 earnings released: EPS: JP¥14.26 (vs JP¥16.08 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.26 (down from JP¥16.08 in 1Q 2023). Revenue: JP¥111.7b (up 20% from 1Q 2023). Net income: JP¥2.35b (down 8.8% from 1Q 2023). Profit margin: 2.1% (down from 2.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.New Risk • Jul 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.5% increase in shares outstanding).お知らせ • Jul 07+ 1 more updateStanley Electric Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023Stanley Electric Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023Buying Opportunity • Jul 06Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.9%. The fair value is estimated to be €22.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.お知らせ • Jun 28Stanley Electric Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023Stanley Electric Co., Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥162 (vs JP¥134 in FY 2022)Full year 2023 results: EPS: JP¥162 (up from JP¥134 in FY 2022). Revenue: JP¥437.8b (up 14% from FY 2022). Net income: JP¥26.5b (up 24% from FY 2022). Profit margin: 6.1% (up from 5.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 07 June 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.5%).Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥22.53 (vs JP¥34.23 in 3Q 2022)Third quarter 2023 results: EPS: JP¥22.53 (down from JP¥34.23 in 3Q 2022). Revenue: JP¥109.6b (up 8.7% from 3Q 2022). Net income: JP¥3.76b (down 32% from 3Q 2022). Profit margin: 3.4% (down from 5.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Jan 31Stanley Electric Co., Ltd. (TSE:6923) announces an Equity Buyback for 5,000,000 shares, representing 2.99% for ¥10,000 million.Stanley Electric Co., Ltd. (TSE:6923) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 2.99% of its issued share capital, for total worth of ¥10,000 million. The purpose of the share repurchases is to return profits to shareholders and implement flexible capital policies in response to changes in the corporate environment. The program is valid till May 31, 2023. As of December 31, 2022, the company had 167,488,277 shares (excluding treasury stock) in issue and 5,511,723 shares are in treasury.お知らせ • Dec 16Stanley Electric Co., Ltd. to Report Q3, 2023 Results on Jan 30, 2023Stanley Electric Co., Ltd. announced that they will report Q3, 2023 results on Jan 30, 2023Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 6 non-independent directors. Outside Independent Director Satoko Suzuki was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥48.31 (vs JP¥20.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥48.31 (up from JP¥20.41 in 2Q 2022). Revenue: JP¥120.0b (up 42% from 2Q 2022). Net income: JP¥7.73b (up 136% from 2Q 2022). Profit margin: 6.4% (up from 3.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.お知らせ • Sep 28Stanley Electric Co., Ltd. announced that it expects to receive ¥19.005 billion in funding from Honda Motor Co., Ltd.Stanley Electric Co., Ltd. announced that it will issue 7,500,000 treasury shares at issue price of ¥2534 per share for an aggregate gross proceeds of ¥19,005,000,000 on September 27, 2022. The transaction will include participation from Honda Motor Co., Ltd. The transaction is expected to close on October 14, 2022. The company issues shares through third-party allotment. The transaction has been approved by the board of directors of the company.Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.7%).お知らせ • Sep 21Stanley Electric Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022Stanley Electric Co., Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥16.08 (vs JP¥37.72 in 1Q 2022)First quarter 2023 results: EPS: JP¥16.08 (down from JP¥37.72 in 1Q 2022). Revenue: JP¥93.1b (down 1.4% from 1Q 2022). Net income: JP¥2.57b (down 57% from 1Q 2022). Profit margin: 2.8% (down from 6.4% in 1Q 2022). The decrease in margin was primarily driven by higher expenses. Over the next year, revenue is forecast to grow 14%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • Jun 29Stanley Electric Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022Stanley Electric Co., Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022お知らせ • May 02Stanley Electric Co., Ltd., Annual General Meeting, Jun 28, 2022Stanley Electric Co., Ltd., Annual General Meeting, Jun 28, 2022.Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥134 (vs JP¥142 in FY 2021)Full year 2022 results: EPS: JP¥134 (down from JP¥142 in FY 2021). Revenue: JP¥382.6b (up 6.4% from FY 2021). Net income: JP¥21.4b (down 6.4% from FY 2021). Profit margin: 5.6% (down from 6.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 13%, compared to a 9.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Yozo Takeda was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Stanley Electric Co., Ltd. to Report Fiscal Year 2022 Results on Apr 28, 2022Stanley Electric Co., Ltd. announced that they will report fiscal year 2022 results on Apr 28, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (3.3%).Buying Opportunity • Feb 23Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥26.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.3% per annum over the last 3 years. Earnings per share has declined by 24% per annum over the last 3 years.Reported Earnings • Feb 02Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥34.23 (down from JP¥62.68 in 3Q 2021). Revenue: JP¥100.8b (down 2.2% from 3Q 2021). Net income: JP¥5.48b (down 46% from 3Q 2021). Profit margin: 5.4% (down from 9.8% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue exceeded analyst estimates by 8.6%. Over the next year, revenue is forecast to grow 11% compared to a 2.9% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Reported Earnings • Oct 27Second quarter 2022 earnings released: EPS JP¥20.41 (vs JP¥31.44 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥84.7b (down 12% from 2Q 2021). Net income: JP¥3.28b (down 35% from 2Q 2021). Profit margin: 3.9% (down from 5.3% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.1%).Reported Earnings • Jun 29Full year 2021 earnings released: EPS JP¥142 (vs JP¥114 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥359.7b (down 8.1% from FY 2020). Net income: JP¥22.9b (up 24% from FY 2020). Profit margin: 6.4% (up from 4.7% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 28Full year 2021 earnings released: EPS JP¥142 (vs JP¥114 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥359.7b (down 8.1% from FY 2020). Net income: JP¥22.9b (up 24% from FY 2020). Profit margin: 6.4% (up from 4.7% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 24Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.0%).お知らせ • Mar 13Stanley Electric Co., Ltd. to Report Fiscal Year 2021 Results on Apr 26, 2021Stanley Electric Co., Ltd. announced that they will report fiscal year 2021 results on Apr 26, 2021Is New 90 Day High Low • Feb 27New 90-day low: €23.80The company is down 4.0% from its price of €24.80 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.70 per share.Is New 90 Day High Low • Feb 07New 90-day high: €27.40The company is up 13% from its price of €24.20 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.73 per share.Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥62.68 (vs JP¥45.08 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥103.0b (up 5.4% from 3Q 2020). Net income: JP¥10.1b (up 38% from 3Q 2020). Profit margin: 9.8% (up from 7.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 03Revenue beats expectationsRevenue exceeded analyst estimates by 4.8%. Over the next year, revenue is forecast to grow 13%, compared to a 9.5% growth forecast for the Auto Components industry in Germany.Is New 90 Day High Low • Dec 02New 90-day high: €25.60The company is up 8.0% from its price of €23.60 on 03 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Auto Components industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.16 per share.Analyst Estimate Surprise Post Earnings • Nov 14Revenue beats expectationsRevenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 9.7%, compared to a 7.9% growth forecast for the Auto Components industry in Germany.Reported Earnings • Nov 14Second quarter 2021 earnings released: EPS JP¥31.44The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥96.0b (down 5.2% from 2Q 2020). Net income: JP¥5.07b (down 19% from 2Q 2020). Profit margin: 5.3% (down from 6.2% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 01First half earnings releasedOver the last 12 months the company has reported total profits of JP¥6.65b, down 82% from the prior year. Total revenue was JP¥343.0b over the last 12 months, down 19% from the prior year.Analyst Estimate Surprise Post Earnings • Nov 01Semi-annual earnings released: Revenue beats expectationsSemi-annual revenue exceeded analyst estimates by 0.5% at JP¥155.8b. Revenue is forecast to grow 9.7% over the next year, compared to a 3.8% growth forecast for the Auto Components industry in Germany.業績と収益の成長予測DB:STAA - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029530,00032,000N/A80,00013/31/2028540,60035,63931,06582,28853/31/2027522,70034,60025,95877,91953/31/2026518,45632,81320,73878,344N/A12/31/2025513,95534,457N/AN/AN/A9/30/2025514,05230,84220,58471,148N/A6/30/2025507,96224,833N/AN/AN/A3/31/2025509,56532,05821,35566,577N/A12/31/2024492,89631,643N/AN/AN/A9/30/2024490,22129,86027,80865,792N/A6/30/2024482,11229,974N/AN/AN/A3/31/2024472,39726,49738,45465,552N/A12/31/2023470,53726,258N/AN/AN/A9/30/2023450,85724,20939,39270,619N/A6/30/2023456,45826,270N/AN/AN/A3/31/2023437,79026,49640,01076,275N/A12/31/2022425,34920,686N/AN/AN/A9/30/2022416,54822,41326,88354,659N/A6/30/2022381,22217,962N/AN/AN/A3/31/2022382,56121,4457,97736,881N/A12/31/2021380,75723,881N/AN/AN/A9/30/2021383,00828,48222,14853,269N/A6/30/2021394,25330,269N/AN/AN/A3/31/2021359,71022,91815,45146,643N/A12/31/2020348,2549,435N/AN/AN/A9/30/2020342,9666,6512,04040,034N/A6/30/2020348,2147,849N/AN/AN/A3/31/2020391,62218,55021,19063,211N/A12/31/2019407,48333,512N/AN/AN/A9/30/2019423,48536,688N/A69,103N/A6/30/2019427,58539,688N/AN/AN/A3/31/2019434,12440,265N/A61,102N/A12/31/2018443,84040,446N/AN/AN/A9/30/2018448,19339,737N/A72,085N/A6/30/2018452,04139,210N/AN/AN/A3/31/2018442,16536,008N/A82,357N/A12/31/2017431,83134,910N/AN/AN/A9/30/2017417,68633,361N/A75,049N/A6/30/2017397,48230,702N/AN/AN/A3/31/2017388,56028,685N/A64,937N/A12/31/2016379,52127,413N/AN/AN/A9/30/2016382,11826,433N/A55,583N/A6/30/2016392,65924,199N/AN/AN/A3/31/2016404,14825,537N/A54,044N/A12/31/2015404,52023,920N/AN/AN/A9/30/2015391,16323,138N/A50,009N/A6/30/2015378,28125,640N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: STAAの予測収益成長率 (年間2.4% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: STAAの収益 ( 2.4% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: STAAの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: STAAの収益 ( 1.6% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: STAAの収益 ( 1.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: STAAの 自己資本利益率 は、3年後には低くなると予測されています ( 7.7 %)。成長企業の発掘7D1Y7D1Y7D1YAutomobiles 業界の高成長企業。View Past Performance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2026/05/25 10:42終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Stanley Electric Co., Ltd. 5 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。22 アナリスト機関Shiro SakamakiBofA Global ResearchTokiya BabaCitigroup IncArifumi YoshidaCitigroup Inc19 その他のアナリストを表示
お知らせ • Nov 27+ 1 more updateStanley Electric Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025Stanley Electric Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects net sales of JPY 500,000 million, operating income of JPY 50,000 million, net income attributable to owners of parent of JPY 31,100 million or JPY 195.89 per share.
お知らせ • Mar 07Stanley Electric Co., Ltd. Provides Consolidated Earnings Forecasts for the Fiscal Year Ending March 31, 2024Stanley Electric Co., Ltd. provided consolidated earnings forecasts for the fiscal year ending March 31, 2024. For the year, the company expects net sales of ¥464,000 million, operating income of ¥35,000 million, net income attributable to owners of parent of ¥25,500 million or ¥155.95 income per share.
Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Outside Independent Director Shoji Hatano was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 12Stanley Electric Co., Ltd., Annual General Meeting, Jun 25, 2026Stanley Electric Co., Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • Apr 23Stanley Electric Co., Ltd. (TSE:6923) completed the acquisition of Iwasaki Electric Co., Ltd. from Lux Holdings, L.P., a fund managed by The Carlyle Group Inc. (NasdaqGS:CG), and others.Stanley Electric Co., Ltd. (TSE:6923) executed an agreement to acquire Iwasaki Electric Co., Ltd. from Lux Holdings, L.P., a fund managed by The Carlyle Group Inc. (NasdaqGS:CG), and others for ¥70.3 billion on January 29, 2026. A cash consideration of ¥70.29 billion will be paid by Stanley Electric Co., Ltd. Upon completion, Iwasaki Electric Co., Ltd. will operate as a consolidated subsidiary of Stanley Electric Co., Ltd. For the period ending March 31, 2025, Iwasaki Electric Co., Ltd. reported total revenue of ¥60.1 billion, operating income of ¥6.09 billion and net income of ¥3.91 billion. As of March 31, 2025, Iwasaki Electric Co., Ltd. reported total assets of ¥62.75 billion and net assets of ¥21 billion. The transaction is subject to completion of antitrust and other regulatory clearances in Japan and Vietnam. The transaction is expected to close on April 1, 2026. As of March 31, 2026, the necessary procedures and responses under competition law in Vietnam have not yet been completed. The Company plans to execute the Share Acquisition as soon as the conditions precedent are satisfied, and currently expects that the Share Acquisition will be effected during April 2026. Stanley Electric Co., Ltd. (TSE:6923) completed the acquisition of Iwasaki Electric Co., Ltd. from Lux Holdings, L.P., a fund managed by The Carlyle Group Inc. (NasdaqGS:CG), and others on April 23, 2026.
お知らせ • Mar 27+ 3 more updatesStanley Electric Co., Ltd. to Report Q2, 2027 Results on Oct 26, 2026Stanley Electric Co., Ltd. announced that they will report Q2, 2027 results on Oct 26, 2026
お知らせ • Jan 30Stanley Electric Co., Ltd. (TSE:6923) executed an agreement to acquire Iwasaki Electric Co., Ltd. from Lux Holdings, L.P., a fund managed by The Carlyle Group Inc. (NasdaqGS:CG), and others for ¥70.3 billion.Stanley Electric Co., Ltd. (TSE:6923) executed an agreement to acquire Iwasaki Electric Co., Ltd. from Lux Holdings, L.P., a fund managed by The Carlyle Group Inc. (NasdaqGS:CG), and others for ¥70.3 billion on January 29, 2026. A cash consideration of ¥70.29 billion will be paid by Stanley Electric Co., Ltd. Upon completion, Iwasaki Electric Co., Ltd. will operate as a consolidated subsidiary of Stanley Electric Co., Ltd. For the period ending March 31, 2025, Iwasaki Electric Co., Ltd. reported total revenue of ¥60.1 billion, operating income of ¥6.09 billion and net income of ¥3.91 billion. As of March 31, 2025, Iwasaki Electric Co., Ltd. reported total assets of ¥62.75 billion and net assets of ¥21 billion. The transaction is subject to completion of antitrust and other regulatory clearances in Japan and Vietnam. The transaction is expected to close on April 1, 2026.
お知らせ • Dec 03Stanley Electric Co., Ltd. to Report Q3, 2026 Results on Jan 29, 2026Stanley Electric Co., Ltd. announced that they will report Q3, 2026 results on Jan 29, 2026
お知らせ • Sep 04Stanley Electric Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Stanley Electric Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025
お知らせ • Jun 04Stanley Electric Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Stanley Electric Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025
お知らせ • Apr 24+ 1 more updateStanley Electric Co., Ltd., Annual General Meeting, Jun 25, 2025Stanley Electric Co., Ltd., Annual General Meeting, Jun 25, 2025.
お知らせ • Mar 11Stanley Electric Co., Ltd. to Report Fiscal Year 2025 Results on May 07, 2025Stanley Electric Co., Ltd. announced that they will report fiscal year 2025 results on May 07, 2025
お知らせ • Nov 27+ 1 more updateStanley Electric Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025Stanley Electric Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects net sales of JPY 500,000 million, operating income of JPY 50,000 million, net income attributable to owners of parent of JPY 31,100 million or JPY 195.89 per share.
Buy Or Sell Opportunity • Nov 08Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.3% to €15.50. The fair value is estimated to be €19.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 7.6%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Reported Earnings • Oct 29Second quarter 2025 earnings released: EPS: JP¥34.89 (vs JP¥34.54 in 2Q 2024)Second quarter 2025 results: EPS: JP¥34.89. Revenue: JP¥122.5b (up 7.1% from 2Q 2024). Net income: JP¥5.55b (down 2.0% from 2Q 2024). Profit margin: 4.5% (down from 5.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Auto Components industry in Germany.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.3%).
お知らせ • Sep 04+ 1 more updateStanley Electric Co., Ltd. Provides Dividend Guidance for the Second Quarter Ending September 30, 2024, and Year Ending March 31, 2025Stanley Electric Co., Ltd. provided dividend guidance for the second quarter ending September 30, 2024, and year ending March 31, 2025. For the second quarter end period, the company expects to pay dividend of JPY 30 per share against JPY 27 per share paid a year ago. For the year end period, the company expects to pay dividend of JPY 31 per share against JPY 28 per share paid a year ago.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €15.10, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 7x in the Auto Components industry in Germany. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.87 per share.
Buy Or Sell Opportunity • Aug 05Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.0% to €15.10. The fair value is estimated to be €19.87, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.8% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: JP¥36.31 (vs JP¥14.26 in 1Q 2024)First quarter 2025 results: EPS: JP¥36.31 (up from JP¥14.26 in 1Q 2024). Revenue: JP¥121.4b (up 8.7% from 1Q 2024). Net income: JP¥5.82b (up 148% from 1Q 2024). Profit margin: 4.8% (up from 2.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Declared Dividend • Jul 11Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 187%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 7.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 61% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥162 (vs JP¥162 in FY 2023)Full year 2024 results: EPS: JP¥162 (up from JP¥162 in FY 2023). Revenue: JP¥472.4b (up 7.9% from FY 2023). Net income: JP¥26.5b (flat on FY 2023). Profit margin: 5.6% (down from 6.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
お知らせ • Apr 03+ 3 more updatesStanley Electric Co., Ltd., Annual General Meeting, Jun 27, 2024Stanley Electric Co., Ltd., Annual General Meeting, Jun 27, 2024.
お知らせ • Mar 28Stanley Electric Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2024Stanley Electric Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.9%).
Buy Or Sell Opportunity • Mar 08Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €16.20. The fair value is estimated to be €20.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 6.6%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
お知らせ • Mar 07Stanley Electric Co., Ltd. Provides Consolidated Earnings Forecasts for the Fiscal Year Ending March 31, 2024Stanley Electric Co., Ltd. provided consolidated earnings forecasts for the fiscal year ending March 31, 2024. For the year, the company expects net sales of ¥464,000 million, operating income of ¥35,000 million, net income attributable to owners of parent of ¥25,500 million or ¥155.95 income per share.
Buy Or Sell Opportunity • Feb 16Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to €15.80. The fair value is estimated to be €19.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has grown by 6.6%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥35.57 (vs JP¥22.53 in 3Q 2023)Third quarter 2024 results: EPS: JP¥35.57 (up from JP¥22.53 in 3Q 2023). Revenue: JP¥129.2b (up 18% from 3Q 2023). Net income: JP¥5.81b (up 55% from 3Q 2023). Profit margin: 4.5% (up from 3.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Declared Dividend • Jan 31First half dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 28th March 2024 Payment date: 10th June 2024 Dividend yield will be 158%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 6.8% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥34.54 (vs JP¥48.31 in 2Q 2023)Second quarter 2024 results: EPS: JP¥34.54 (down from JP¥48.31 in 2Q 2023). Revenue: JP¥114.4b (down 4.7% from 2Q 2023). Net income: JP¥5.67b (down 27% from 2Q 2023). Profit margin: 5.0% (down from 6.4% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Nov 01Stanley Electric Co., Ltd. (TSE:6923) announces an Equity Buyback for 5,000,000 shares, representing 3.05% for ¥10,000 million.Stanley Electric Co., Ltd. (TSE:6923) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 3.05% of its issued share capital, for total worth of ¥10,000 million. The purpose of the share repurchases is to return profits to shareholders and implement flexible capital policies in response to changes in the corporate environment. The program is valid till February 15, 2024. As of September 30, 2023, the company had 164,047,578 shares (excluding treasury stock) in issue and 7,152,422 shares are in treasury.
New Risk • Oct 13New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.5% increase in shares outstanding).
Buying Opportunity • Oct 11Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €18.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings is also forecast to grow by 14% per annum over the same time period.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥26.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.6%).
New Risk • Aug 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.5% increase in shares outstanding).
Reported Earnings • Jul 30First quarter 2024 earnings released: EPS: JP¥14.26 (vs JP¥16.08 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.26 (down from JP¥16.08 in 1Q 2023). Revenue: JP¥111.7b (up 20% from 1Q 2023). Net income: JP¥2.35b (down 8.8% from 1Q 2023). Profit margin: 2.1% (down from 2.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
New Risk • Jul 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.5% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (2.5% increase in shares outstanding).
お知らせ • Jul 07+ 1 more updateStanley Electric Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023Stanley Electric Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023
Buying Opportunity • Jul 06Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.9%. The fair value is estimated to be €22.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.
お知らせ • Jun 28Stanley Electric Co., Ltd. to Report Q1, 2024 Results on Jul 28, 2023Stanley Electric Co., Ltd. announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥162 (vs JP¥134 in FY 2022)Full year 2023 results: EPS: JP¥162 (up from JP¥134 in FY 2022). Revenue: JP¥437.8b (up 14% from FY 2022). Net income: JP¥26.5b (up 24% from FY 2022). Profit margin: 6.1% (up from 5.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 1.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 07 June 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.5%).
Reported Earnings • Jan 31Third quarter 2023 earnings released: EPS: JP¥22.53 (vs JP¥34.23 in 3Q 2022)Third quarter 2023 results: EPS: JP¥22.53 (down from JP¥34.23 in 3Q 2022). Revenue: JP¥109.6b (up 8.7% from 3Q 2022). Net income: JP¥3.76b (down 32% from 3Q 2022). Profit margin: 3.4% (down from 5.4% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Jan 31Stanley Electric Co., Ltd. (TSE:6923) announces an Equity Buyback for 5,000,000 shares, representing 2.99% for ¥10,000 million.Stanley Electric Co., Ltd. (TSE:6923) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 2.99% of its issued share capital, for total worth of ¥10,000 million. The purpose of the share repurchases is to return profits to shareholders and implement flexible capital policies in response to changes in the corporate environment. The program is valid till May 31, 2023. As of December 31, 2022, the company had 167,488,277 shares (excluding treasury stock) in issue and 5,511,723 shares are in treasury.
お知らせ • Dec 16Stanley Electric Co., Ltd. to Report Q3, 2023 Results on Jan 30, 2023Stanley Electric Co., Ltd. announced that they will report Q3, 2023 results on Jan 30, 2023
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 6 non-independent directors. Outside Independent Director Satoko Suzuki was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥48.31 (vs JP¥20.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥48.31 (up from JP¥20.41 in 2Q 2022). Revenue: JP¥120.0b (up 42% from 2Q 2022). Net income: JP¥7.73b (up 136% from 2Q 2022). Profit margin: 6.4% (up from 3.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
お知らせ • Sep 28Stanley Electric Co., Ltd. announced that it expects to receive ¥19.005 billion in funding from Honda Motor Co., Ltd.Stanley Electric Co., Ltd. announced that it will issue 7,500,000 treasury shares at issue price of ¥2534 per share for an aggregate gross proceeds of ¥19,005,000,000 on September 27, 2022. The transaction will include participation from Honda Motor Co., Ltd. The transaction is expected to close on October 14, 2022. The company issues shares through third-party allotment. The transaction has been approved by the board of directors of the company.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.7%).
お知らせ • Sep 21Stanley Electric Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022Stanley Electric Co., Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥16.08 (vs JP¥37.72 in 1Q 2022)First quarter 2023 results: EPS: JP¥16.08 (down from JP¥37.72 in 1Q 2022). Revenue: JP¥93.1b (down 1.4% from 1Q 2022). Net income: JP¥2.57b (down 57% from 1Q 2022). Profit margin: 2.8% (down from 6.4% in 1Q 2022). The decrease in margin was primarily driven by higher expenses. Over the next year, revenue is forecast to grow 14%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 29Stanley Electric Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022Stanley Electric Co., Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022
お知らせ • May 02Stanley Electric Co., Ltd., Annual General Meeting, Jun 28, 2022Stanley Electric Co., Ltd., Annual General Meeting, Jun 28, 2022.
Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥134 (vs JP¥142 in FY 2021)Full year 2022 results: EPS: JP¥134 (down from JP¥142 in FY 2021). Revenue: JP¥382.6b (up 6.4% from FY 2021). Net income: JP¥21.4b (down 6.4% from FY 2021). Profit margin: 5.6% (down from 6.4% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 13%, compared to a 9.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Yozo Takeda was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Stanley Electric Co., Ltd. to Report Fiscal Year 2022 Results on Apr 28, 2022Stanley Electric Co., Ltd. announced that they will report fiscal year 2022 results on Apr 28, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (3.3%).
Buying Opportunity • Feb 23Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be JP¥26.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.3% per annum over the last 3 years. Earnings per share has declined by 24% per annum over the last 3 years.
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥34.23 (down from JP¥62.68 in 3Q 2021). Revenue: JP¥100.8b (down 2.2% from 3Q 2021). Net income: JP¥5.48b (down 46% from 3Q 2021). Profit margin: 5.4% (down from 9.8% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue exceeded analyst estimates by 8.6%. Over the next year, revenue is forecast to grow 11% compared to a 2.9% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Reported Earnings • Oct 27Second quarter 2022 earnings released: EPS JP¥20.41 (vs JP¥31.44 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥84.7b (down 12% from 2Q 2021). Net income: JP¥3.28b (down 35% from 2Q 2021). Profit margin: 3.9% (down from 5.3% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.1%).
Reported Earnings • Jun 29Full year 2021 earnings released: EPS JP¥142 (vs JP¥114 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥359.7b (down 8.1% from FY 2020). Net income: JP¥22.9b (up 24% from FY 2020). Profit margin: 6.4% (up from 4.7% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 28Full year 2021 earnings released: EPS JP¥142 (vs JP¥114 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥359.7b (down 8.1% from FY 2020). Net income: JP¥22.9b (up 24% from FY 2020). Profit margin: 6.4% (up from 4.7% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 24Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.0%).
お知らせ • Mar 13Stanley Electric Co., Ltd. to Report Fiscal Year 2021 Results on Apr 26, 2021Stanley Electric Co., Ltd. announced that they will report fiscal year 2021 results on Apr 26, 2021
Is New 90 Day High Low • Feb 27New 90-day low: €23.80The company is down 4.0% from its price of €24.80 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.70 per share.
Is New 90 Day High Low • Feb 07New 90-day high: €27.40The company is up 13% from its price of €24.20 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.73 per share.
Reported Earnings • Feb 03Third quarter 2021 earnings released: EPS JP¥62.68 (vs JP¥45.08 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥103.0b (up 5.4% from 3Q 2020). Net income: JP¥10.1b (up 38% from 3Q 2020). Profit margin: 9.8% (up from 7.5% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 03Revenue beats expectationsRevenue exceeded analyst estimates by 4.8%. Over the next year, revenue is forecast to grow 13%, compared to a 9.5% growth forecast for the Auto Components industry in Germany.
Is New 90 Day High Low • Dec 02New 90-day high: €25.60The company is up 8.0% from its price of €23.60 on 03 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Auto Components industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.16 per share.
Analyst Estimate Surprise Post Earnings • Nov 14Revenue beats expectationsRevenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 9.7%, compared to a 7.9% growth forecast for the Auto Components industry in Germany.
Reported Earnings • Nov 14Second quarter 2021 earnings released: EPS JP¥31.44The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥96.0b (down 5.2% from 2Q 2020). Net income: JP¥5.07b (down 19% from 2Q 2020). Profit margin: 5.3% (down from 6.2% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 01First half earnings releasedOver the last 12 months the company has reported total profits of JP¥6.65b, down 82% from the prior year. Total revenue was JP¥343.0b over the last 12 months, down 19% from the prior year.
Analyst Estimate Surprise Post Earnings • Nov 01Semi-annual earnings released: Revenue beats expectationsSemi-annual revenue exceeded analyst estimates by 0.5% at JP¥155.8b. Revenue is forecast to grow 9.7% over the next year, compared to a 3.8% growth forecast for the Auto Components industry in Germany.