View ValuationSWCC 将来の成長Future 基準チェック /26SWCC利益と収益がそれぞれ年間9%と5.7%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20.4% 9%なると予測されています。主要情報9.0%収益成長率9.01%EPS成長率Electrical 収益成長25.4%収益成長率5.7%将来の株主資本利益率20.38%アナリストカバレッジLow最終更新日20 Aug 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Aug 09First quarter 2027 earnings released: EPS: JP¥193 (vs JP¥102 in 1Q 2026)First quarter 2027 results: EPS: JP¥193 (up from JP¥102 in 1Q 2026). Revenue: JP¥77.7b (up 25% from 1Q 2026). Net income: JP¥5.71b (up 89% from 1Q 2026). Profit margin: 7.3% (up from 4.9% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 79% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €68.50, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 21x in the Electrical industry in Germany. Total returns to shareholders of 515% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €67.34 per share.Declared Dividend • Jul 26Final dividend of JP¥110 announcedShareholders will receive a dividend of JP¥110. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 186%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (80% cash payout ratio). The dividend has increased by an average of 38% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jun 16Now 20% overvaluedOver the last 90 days, the stock has fallen 2.0% to €73.00. The fair value is estimated to be €60.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €70.00, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 24x in the Electrical industry in Germany. Total returns to shareholders of 518% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €60.64 per share.お知らせ • Jun 09SWCC Corporation to Report Q1, 2027 Results on Aug 07, 2026SWCC Corporation announced that they will report Q1, 2027 results on Aug 07, 2026Buy Or Sell Opportunity • May 22Now 20% overvaluedOver the last 90 days, the stock has fallen 5.8% to €72.50. The fair value is estimated to be €60.19, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 9.3% per annum over the same time period.Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €70.00, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 28x in the Electrical industry in Germany. Total returns to shareholders of 503% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €61.07 per share.Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥636 (vs JP¥386 in FY 2025)Full year 2026 results: EPS: JP¥636 (up from JP¥386 in FY 2025). Revenue: JP¥277.7b (up 17% from FY 2025). Net income: JP¥18.8b (up 65% from FY 2025). Profit margin: 6.8% (up from 4.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth.Board Change • May 20High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Koji Naito was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 14SWCC Corporation, Annual General Meeting, Jun 25, 2026SWCC Corporation, Annual General Meeting, Jun 25, 2026.お知らせ • Apr 08SWCC Corporation to Report Fiscal Year 2026 Results on May 14, 2026SWCC Corporation announced that they will report fiscal year 2026 results at 2:00 PM, Tokyo Standard Time on May 14, 2026お知らせ • Dec 28SWCC Corporation to Report Q3, 2026 Results on Feb 09, 2026SWCC Corporation announced that they will report Q3, 2026 results at 2:00 PM, Tokyo Standard Time on Feb 09, 2026お知らせ • Nov 28SWCC Corporation (TSE:5805) agreed to acquire remaining 20% stake in Showa Furukawa Cable Co., Ltd. from Furukawa Electric Co., Ltd. (TSE:5801).SWCC Corporation (TSE:5805) agreed to acquire remaining 20% stake in Showa Furukawa Cable Co., Ltd. from Furukawa Electric Co., Ltd. (TSE:5801) on November 27, 2025. Upon completion, SWCC Corporation will own 100% stake in Showa Furukawa Cable Co., Ltd. As of March 31, 2025, Showa Furukawa Cable Co., Ltd. reported total assets of ¥25.44 billion and total common equity of ¥7.02 billion. The expected completion of the transaction is March 31, 2026.お知らせ • Sep 02SWCC Corporation to Report Q2, 2026 Results on Nov 12, 2025SWCC Corporation announced that they will report Q2, 2026 results on Nov 12, 2025お知らせ • Jun 13SWCC Corporation to Report Q1, 2026 Results on Aug 08, 2025SWCC Corporation announced that they will report Q1, 2026 results on Aug 08, 2025お知らせ • May 13+ 2 more updatesSWCC Corporation, Annual General Meeting, Jun 25, 2025SWCC Corporation, Annual General Meeting, Jun 25, 2025.お知らせ • Mar 29SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. Completed the acquisition of TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG).SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. agreed to acquire TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) on February 21, 2025. A cash consideration of ¥14.4 billion will be paid by SWCC Corporation. As part of consideration, ¥14.4 billion is paid towards common equity of TOTOKU ELECTRIC CO., LTD. The expected completion of the transaction is March 31, 2025. SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. Completed the acquisition of TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) on March 27, 2025. Nishimura & Asahi acted as Legal advisor to The Carlyle Group Inc. (NasdaqGS:CG).お知らせ • Mar 26SWCC Corporation to Report Fiscal Year 2025 Results on May 13, 2025SWCC Corporation announced that they will report fiscal year 2025 results on May 13, 2025お知らせ • Feb 22SWCC Corporation (TSE:5805) agreed to acquire 51% stake in TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) for ¥14.4 billion.SWCC Corporation (TSE:5805) agreed to acquire 51% stake in TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) for ¥14.4 billion on February 21, 2025. A cash consideration of ¥14.4 billion will be paid by SWCC Corporation. As part of consideration, ¥14.4 billion is paid towards common equity of TOTOKU ELECTRIC CO., LTD. In related transaction Development Bank of Japan entered into signed a shareholders agreement to acquire 49% stake in TOTOKU ELECTRIC CO., LTD. The expected completion of the transaction is March 31, 2025.お知らせ • Jan 03SWCC Corporation to Report Q3, 2025 Results on Feb 07, 2025SWCC Corporation announced that they will report Q3, 2025 results on Feb 07, 2025Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥21.99 (vs JP¥70.56 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.99 (down from JP¥70.56 in 2Q 2024). Revenue: JP¥60.4b (up 21% from 2Q 2024). Net income: JP¥650.0m (down 69% from 2Q 2024). Profit margin: 1.1% (down from 4.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €41.20, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Electrical industry in Germany. Total returns to shareholders of 212% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €37.31 per share.Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.7%).お知らせ • Sep 19SWCC Corporation to Report Q2, 2025 Results on Nov 12, 2024SWCC Corporation announced that they will report Q2, 2025 results on Nov 12, 2024Buy Or Sell Opportunity • Sep 11Now 20% undervaluedOver the last 90 days, the stock has risen 15% to €30.80. The fair value is estimated to be €38.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 6.6% per annum over the same time period.Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €33.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Electrical industry in Germany. Total returns to shareholders of 102% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €36.57 per share.Buy Or Sell Opportunity • Aug 15Now 21% undervaluedOver the last 90 days, the stock has risen 18% to €28.80. The fair value is estimated to be €36.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥99.17 (vs JP¥39.48 in 1Q 2024)First quarter 2025 results: EPS: JP¥99.17 (up from JP¥39.48 in 1Q 2024). Revenue: JP¥56.9b (up 18% from 1Q 2024). Net income: JP¥2.93b (up 148% from 1Q 2024). Profit margin: 5.1% (up from 2.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €21.80, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Electrical industry in Germany. Total returns to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €34.29 per share.お知らせ • Jun 26SWCC Corporation to Report Q1, 2025 Results on Aug 09, 2024SWCC Corporation announced that they will report Q1, 2025 results on Aug 09, 2024Buy Or Sell Opportunity • Jun 05Now 24% undervaluedOver the last 90 days, the stock has risen 15% to €25.00. The fair value is estimated to be €32.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥297 (vs JP¥315 in FY 2023)Full year 2024 results: EPS: JP¥297 (down from JP¥315 in FY 2023). Revenue: JP¥213.9b (up 2.3% from FY 2023). Net income: JP¥8.84b (down 6.1% from FY 2023). Profit margin: 4.1% (down from 4.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electrical 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 increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • May 16Now 25% undervaluedOver the last 90 days, the stock has risen 25% to €24.40. The fair value is estimated to be €32.72, 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 21%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 4.4% per annum over the same time period.お知らせ • May 15SWCC Corporation, Annual General Meeting, Jun 25, 2024SWCC Corporation, Annual General Meeting, Jun 25, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (1.9%).お知らせ • Mar 02SWCC Corporation to Report Fiscal Year 2024 Results on May 13, 2024SWCC Corporation announced that they will report fiscal year 2024 results on May 13, 2024Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥102 (vs JP¥90.36 in 3Q 2023)Third quarter 2024 results: EPS: JP¥102 (up from JP¥90.36 in 3Q 2023). Revenue: JP¥60.1b (up 7.7% from 3Q 2023). Net income: JP¥3.04b (up 12% from 3Q 2023). Profit margin: 5.1% (up from 4.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electrical industry in Germany.お知らせ • Dec 15SWCC Corporation to Report Q3, 2024 Results on Feb 02, 2024SWCC Corporation announced that they will report Q3, 2024 results on Feb 02, 2024Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €15.20, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Electrical industry in Europe. Total returns to shareholders of 43% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €22.94 per share.New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.3% average weekly change).Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: JP¥70.56 (vs JP¥69.41 in 2Q 2023)Second quarter 2024 results: EPS: JP¥70.56 (up from JP¥69.41 in 2Q 2023). Revenue: JP¥50.0b (down 4.3% from 2Q 2023). Net income: JP¥2.11b (up 1.8% from 2Q 2023). Profit margin: 4.2% (up from 4.0% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Electrical industry in Germany.お知らせ • Nov 04SWCC Corporation (TSE:5805) announces an Equity Buyback for 670,000 shares, representing 2.24% for ¥1,000 million.SWCC Corporation (TSE:5805) announces a share repurchase program. Under the program, the company will repurchase up to 670,000 shares, representing 2.24% of its issued share capital, for ¥1,000 million. The purpose of the program to improve capital efficiency. The program is valid till January 31, 2024. As of September 30, 2023, the company had 29,917,520 issued shares (excluding treasury stock) and 909,341 shares in treasury stock.お知らせ • Sep 28SWCC Corporation to Report Q2, 2024 Results on Nov 02, 2023SWCC Corporation announced that they will report Q2, 2024 results on Nov 02, 2023Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: JP¥39.47 (vs JP¥54.93 in 1Q 2023)First quarter 2024 results: EPS: JP¥39.47 (down from JP¥54.93 in 1Q 2023). Revenue: JP¥48.4b (down 3.2% from 1Q 2023). Net income: JP¥1.18b (down 28% from 1Q 2023). Profit margin: 2.4% (down from 3.3% in 1Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Electrical industry in Germany.Buying Opportunity • Aug 04Now 25% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €15.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 31%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings is also forecast to grow by 2.5% per annum over the same time period.お知らせ • Jun 23SWCC Corporation to Report Q1, 2024 Results on Aug 03, 2023SWCC Corporation announced that they will report Q1, 2024 results on Aug 03, 2023Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥315 (vs JP¥313 in FY 2022)Full year 2023 results: EPS: JP¥315 (up from JP¥313 in FY 2022). Revenue: JP¥209.1b (up 5.0% from FY 2022). Net income: JP¥9.41b (flat on FY 2022). Profit margin: 4.5% (down from 4.7% in FY 2022). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electrical industry in Germany.お知らせ • May 13SWCC Corporation, Annual General Meeting, Jun 27, 2023SWCC Corporation, Annual General Meeting, Jun 27, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.1%).Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥90.35 (vs JP¥68.83 in 3Q 2022)Third quarter 2023 results: EPS: JP¥90.35 (up from JP¥68.83 in 3Q 2022). Revenue: JP¥55.8b (up 6.2% from 3Q 2022). Net income: JP¥2.70b (up 32% from 3Q 2022). Profit margin: 4.8% (up from 3.9% in 3Q 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electrical industry in Germany.お知らせ • Dec 22SWCC Showa Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 03, 2023SWCC Showa Holdings Co., Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Independent Outside Director Yuji Sakakura was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥69.41 (vs JP¥48.66 in 2Q 2022)Second quarter 2023 results: EPS: JP¥69.41 (up from JP¥48.66 in 2Q 2022). Revenue: JP¥52.3b (up 5.5% from 2Q 2022). Net income: JP¥2.07b (up 43% from 2Q 2022). Profit margin: 4.0% (up from 2.9% in 2Q 2022). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electrical industry in Germany.お知らせ • Oct 05SWCC Showa Holdings Co., Ltd. to Report Q2, 2023 Results on Nov 04, 2022SWCC Showa Holdings Co., Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022Reported Earnings • Aug 04First quarter 2023 earnings released: EPS: JP¥54.93 (vs JP¥57.62 in 1Q 2022)First quarter 2023 results: EPS: JP¥54.93 (down from JP¥57.62 in 1Q 2022). Revenue: JP¥50.0b (up 11% from 1Q 2022). Net income: JP¥1.64b (down 4.6% from 1Q 2022). Profit margin: 3.3% (down from 3.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.6%, compared to a 15% growth forecast for the industry in Germany.お知らせ • Jun 29SWCC Showa Holdings Co., Ltd. to Report Q1, 2023 Results on Aug 03, 2022SWCC Showa Holdings Co., Ltd. announced that they will report Q1, 2023 results on Aug 03, 2022Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥313 (vs JP¥166 in FY 2021)Full year 2022 results: EPS: JP¥313 (up from JP¥166 in FY 2021). Revenue: JP¥199.2b (up 23% from FY 2021). Net income: JP¥9.35b (up 88% from FY 2021). Profit margin: 4.7% (up from 3.1% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.4%, compared to a 11% growth forecast for the industry in Germany.お知らせ • May 13SWCC Showa Holdings Co., Ltd., Annual General Meeting, Jun 24, 2022SWCC Showa Holdings Co., Ltd., Annual General Meeting, Jun 24, 2022.Board Change • May 02Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Outside Director Yuji Sakakura was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08SWCC Showa Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022SWCC Showa Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 8.9% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (0.9%).Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥68.83 (up from JP¥54.81 in 3Q 2021). Revenue: JP¥52.5b (up 22% from 3Q 2021). Net income: JP¥2.05b (up 26% from 3Q 2021). Profit margin: 3.9% (up from 3.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 4.5%, compared to a 14% growth forecast for the industry in Germany.Reported Earnings • Nov 05Second quarter 2022 earnings released: EPS JP¥48.65 (vs JP¥47.74 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: JP¥49.6b (up 29% from 2Q 2021). Net income: JP¥1.45b (up 2.0% from 2Q 2021). Profit margin: 2.9% (down from 3.7% in 2Q 2021). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥15.99, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 22x in the Electrical industry in Germany.Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥57.62 (vs JP¥13.38 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥45.2b (up 34% from 1Q 2021). Net income: JP¥1.72b (up 331% from 1Q 2021). Profit margin: 3.8% (up from 1.2% in 1Q 2021). The increase in margin was driven by higher revenue.Board Change • Jul 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Outside Director Yuji Sakakura was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥166 (vs JP¥183 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥161.7b (down 5.5% from FY 2020). Net income: JP¥4.97b (down 9.1% from FY 2020). Profit margin: 3.1% (down from 3.2% in FY 2020). The decrease in margin was driven by lower revenue.業績と収益の成長予測DB:7VY - 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3/31/2029367,83527,91022,903N/A53/31/2028348,31024,80818,315N/A53/31/2027332,75021,9368,900N/A46/30/2026293,24021,522N/AN/AN/A3/31/2026277,73618,8409,19916,230N/A12/31/2025261,71416,408N/AN/AN/A9/30/2025249,34415,12610,08218,835N/A6/30/2025243,07611,497N/AN/AN/A3/31/2025237,86211,4005,52213,112N/A12/31/2024233,63310,260N/AN/AN/A9/30/2024232,8539,1263,7068,383N/A6/30/2024222,43210,587N/AN/AN/A3/31/2024213,9048,83813,68917,740N/A12/31/2023209,5689,322N/AN/AN/A9/30/2023205,2558,98710,63415,341N/A6/30/2023207,5008,950N/AN/AN/A3/31/2023209,1119,410-7674,163N/A12/31/2022209,99510,542N/AN/AN/A9/30/2022206,7389,896-6,148-830N/A6/30/2022204,0369,274N/AN/AN/A3/31/2022199,1949,353-4,439428N/A12/31/2021193,7636,733N/AN/AN/A9/30/2021184,2386,3141,3366,038N/A6/30/2021173,0636,286N/AN/AN/A3/31/2021161,6974,9665,3668,882N/A12/31/2020156,9794,361N/AN/AN/A9/30/2020157,3664,4324,5447,785N/A6/30/2020161,9384,736N/AN/AN/A3/31/2020171,1425,465N/A8,696N/A12/31/2019174,7256,379N/AN/AN/A9/30/2019177,7826,120N/A10,125N/A6/30/2019177,8334,885N/AN/AN/A3/31/2019177,1744,569N/A6,901N/A12/31/2018174,5673,783N/AN/AN/A9/30/2018173,6704,012N/A6,385N/A6/30/2018171,6434,631N/AN/AN/A3/31/2018168,1863,737N/A6,804N/A12/31/2017169,6163,913N/AN/AN/A9/30/2017162,3892,622N/A4,982N/A6/30/2017158,4192,334N/AN/AN/A3/31/2017155,2321,976N/A7,842N/A12/31/2016152,982-6,381N/AN/AN/A9/30/2016158,363-7,004N/A7,588N/A6/30/2016163,946-8,509N/AN/AN/A3/31/2016169,712-9,151N/A4,545N/A12/31/2015176,625-1,210N/AN/AN/A9/30/2015180,825-584N/A5,059N/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: 7VYの予測収益成長率 (年間9% ) は 貯蓄率 ( 2.1% ) を上回っています。収益対市場: 7VYの収益 ( 9% ) German市場 ( 15.2% ) よりも低い成長が予測されています。高成長収益: 7VY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: 7VYの収益 ( 5.7% ) 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: 7VYの収益 ( 5.7% ) 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: 7VYの 自己資本利益率 は、3年後には高くなると予測されています ( 20.4 %)成長企業の発掘7D1Y7D1Y7D1YCapital-goods 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2026/08/20 05:36終値2026/08/20 00:00収益2026/06/30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SWCC Corporation 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。9 アナリスト機関Masayuki AbeDaiwa Securities Co. Ltd.Shinichiro OzakiDaiwa Securities Co. Ltd.Ryo HaradaGoldman Sachs6 その他のアナリストを表示
Reported Earnings • Aug 09First quarter 2027 earnings released: EPS: JP¥193 (vs JP¥102 in 1Q 2026)First quarter 2027 results: EPS: JP¥193 (up from JP¥102 in 1Q 2026). Revenue: JP¥77.7b (up 25% from 1Q 2026). Net income: JP¥5.71b (up 89% from 1Q 2026). Profit margin: 7.3% (up from 4.9% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 79% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €68.50, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 21x in the Electrical industry in Germany. Total returns to shareholders of 515% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €67.34 per share.
Declared Dividend • Jul 26Final dividend of JP¥110 announcedShareholders will receive a dividend of JP¥110. Ex-date: 29th September 2026 Payment date: 7th December 2026 Dividend yield will be 186%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (80% cash payout ratio). The dividend has increased by an average of 38% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jun 16Now 20% overvaluedOver the last 90 days, the stock has fallen 2.0% to €73.00. The fair value is estimated to be €60.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €70.00, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 24x in the Electrical industry in Germany. Total returns to shareholders of 518% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €60.64 per share.
お知らせ • Jun 09SWCC Corporation to Report Q1, 2027 Results on Aug 07, 2026SWCC Corporation announced that they will report Q1, 2027 results on Aug 07, 2026
Buy Or Sell Opportunity • May 22Now 20% overvaluedOver the last 90 days, the stock has fallen 5.8% to €72.50. The fair value is estimated to be €60.19, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 9.3% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €70.00, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 28x in the Electrical industry in Germany. Total returns to shareholders of 503% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €61.07 per share.
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥636 (vs JP¥386 in FY 2025)Full year 2026 results: EPS: JP¥636 (up from JP¥386 in FY 2025). Revenue: JP¥277.7b (up 17% from FY 2025). Net income: JP¥18.8b (up 65% from FY 2025). Profit margin: 6.8% (up from 4.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • May 20High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Koji Naito was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 14SWCC Corporation, Annual General Meeting, Jun 25, 2026SWCC Corporation, Annual General Meeting, Jun 25, 2026.
お知らせ • Apr 08SWCC Corporation to Report Fiscal Year 2026 Results on May 14, 2026SWCC Corporation announced that they will report fiscal year 2026 results at 2:00 PM, Tokyo Standard Time on May 14, 2026
お知らせ • Dec 28SWCC Corporation to Report Q3, 2026 Results on Feb 09, 2026SWCC Corporation announced that they will report Q3, 2026 results at 2:00 PM, Tokyo Standard Time on Feb 09, 2026
お知らせ • Nov 28SWCC Corporation (TSE:5805) agreed to acquire remaining 20% stake in Showa Furukawa Cable Co., Ltd. from Furukawa Electric Co., Ltd. (TSE:5801).SWCC Corporation (TSE:5805) agreed to acquire remaining 20% stake in Showa Furukawa Cable Co., Ltd. from Furukawa Electric Co., Ltd. (TSE:5801) on November 27, 2025. Upon completion, SWCC Corporation will own 100% stake in Showa Furukawa Cable Co., Ltd. As of March 31, 2025, Showa Furukawa Cable Co., Ltd. reported total assets of ¥25.44 billion and total common equity of ¥7.02 billion. The expected completion of the transaction is March 31, 2026.
お知らせ • Sep 02SWCC Corporation to Report Q2, 2026 Results on Nov 12, 2025SWCC Corporation announced that they will report Q2, 2026 results on Nov 12, 2025
お知らせ • Jun 13SWCC Corporation to Report Q1, 2026 Results on Aug 08, 2025SWCC Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
お知らせ • May 13+ 2 more updatesSWCC Corporation, Annual General Meeting, Jun 25, 2025SWCC Corporation, Annual General Meeting, Jun 25, 2025.
お知らせ • Mar 29SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. Completed the acquisition of TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG).SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. agreed to acquire TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) on February 21, 2025. A cash consideration of ¥14.4 billion will be paid by SWCC Corporation. As part of consideration, ¥14.4 billion is paid towards common equity of TOTOKU ELECTRIC CO., LTD. The expected completion of the transaction is March 31, 2025. SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. Completed the acquisition of TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) on March 27, 2025. Nishimura & Asahi acted as Legal advisor to The Carlyle Group Inc. (NasdaqGS:CG).
お知らせ • Mar 26SWCC Corporation to Report Fiscal Year 2025 Results on May 13, 2025SWCC Corporation announced that they will report fiscal year 2025 results on May 13, 2025
お知らせ • Feb 22SWCC Corporation (TSE:5805) agreed to acquire 51% stake in TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) for ¥14.4 billion.SWCC Corporation (TSE:5805) agreed to acquire 51% stake in TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) for ¥14.4 billion on February 21, 2025. A cash consideration of ¥14.4 billion will be paid by SWCC Corporation. As part of consideration, ¥14.4 billion is paid towards common equity of TOTOKU ELECTRIC CO., LTD. In related transaction Development Bank of Japan entered into signed a shareholders agreement to acquire 49% stake in TOTOKU ELECTRIC CO., LTD. The expected completion of the transaction is March 31, 2025.
お知らせ • Jan 03SWCC Corporation to Report Q3, 2025 Results on Feb 07, 2025SWCC Corporation announced that they will report Q3, 2025 results on Feb 07, 2025
Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥21.99 (vs JP¥70.56 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.99 (down from JP¥70.56 in 2Q 2024). Revenue: JP¥60.4b (up 21% from 2Q 2024). Net income: JP¥650.0m (down 69% from 2Q 2024). Profit margin: 1.1% (down from 4.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €41.20, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Electrical industry in Germany. Total returns to shareholders of 212% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €37.31 per share.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.7%).
お知らせ • Sep 19SWCC Corporation to Report Q2, 2025 Results on Nov 12, 2024SWCC Corporation announced that they will report Q2, 2025 results on Nov 12, 2024
Buy Or Sell Opportunity • Sep 11Now 20% undervaluedOver the last 90 days, the stock has risen 15% to €30.80. The fair value is estimated to be €38.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 6.6% per annum over the same time period.
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €33.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Electrical industry in Germany. Total returns to shareholders of 102% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €36.57 per share.
Buy Or Sell Opportunity • Aug 15Now 21% undervaluedOver the last 90 days, the stock has risen 18% to €28.80. The fair value is estimated to be €36.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥99.17 (vs JP¥39.48 in 1Q 2024)First quarter 2025 results: EPS: JP¥99.17 (up from JP¥39.48 in 1Q 2024). Revenue: JP¥56.9b (up 18% from 1Q 2024). Net income: JP¥2.93b (up 148% from 1Q 2024). Profit margin: 5.1% (up from 2.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €21.80, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Electrical industry in Germany. Total returns to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €34.29 per share.
お知らせ • Jun 26SWCC Corporation to Report Q1, 2025 Results on Aug 09, 2024SWCC Corporation announced that they will report Q1, 2025 results on Aug 09, 2024
Buy Or Sell Opportunity • Jun 05Now 24% undervaluedOver the last 90 days, the stock has risen 15% to €25.00. The fair value is estimated to be €32.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period.
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥297 (vs JP¥315 in FY 2023)Full year 2024 results: EPS: JP¥297 (down from JP¥315 in FY 2023). Revenue: JP¥213.9b (up 2.3% from FY 2023). Net income: JP¥8.84b (down 6.1% from FY 2023). Profit margin: 4.1% (down from 4.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electrical 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 increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • May 16Now 25% undervaluedOver the last 90 days, the stock has risen 25% to €24.40. The fair value is estimated to be €32.72, 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 21%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 4.4% per annum over the same time period.
お知らせ • May 15SWCC Corporation, Annual General Meeting, Jun 25, 2024SWCC Corporation, Annual General Meeting, Jun 25, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (1.9%).
お知らせ • Mar 02SWCC Corporation to Report Fiscal Year 2024 Results on May 13, 2024SWCC Corporation announced that they will report fiscal year 2024 results on May 13, 2024
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥102 (vs JP¥90.36 in 3Q 2023)Third quarter 2024 results: EPS: JP¥102 (up from JP¥90.36 in 3Q 2023). Revenue: JP¥60.1b (up 7.7% from 3Q 2023). Net income: JP¥3.04b (up 12% from 3Q 2023). Profit margin: 5.1% (up from 4.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electrical industry in Germany.
お知らせ • Dec 15SWCC Corporation to Report Q3, 2024 Results on Feb 02, 2024SWCC Corporation announced that they will report Q3, 2024 results on Feb 02, 2024
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €15.20, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Electrical industry in Europe. Total returns to shareholders of 43% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €22.94 per share.
New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.3% average weekly change).
Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: JP¥70.56 (vs JP¥69.41 in 2Q 2023)Second quarter 2024 results: EPS: JP¥70.56 (up from JP¥69.41 in 2Q 2023). Revenue: JP¥50.0b (down 4.3% from 2Q 2023). Net income: JP¥2.11b (up 1.8% from 2Q 2023). Profit margin: 4.2% (up from 4.0% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Electrical industry in Germany.
お知らせ • Nov 04SWCC Corporation (TSE:5805) announces an Equity Buyback for 670,000 shares, representing 2.24% for ¥1,000 million.SWCC Corporation (TSE:5805) announces a share repurchase program. Under the program, the company will repurchase up to 670,000 shares, representing 2.24% of its issued share capital, for ¥1,000 million. The purpose of the program to improve capital efficiency. The program is valid till January 31, 2024. As of September 30, 2023, the company had 29,917,520 issued shares (excluding treasury stock) and 909,341 shares in treasury stock.
お知らせ • Sep 28SWCC Corporation to Report Q2, 2024 Results on Nov 02, 2023SWCC Corporation announced that they will report Q2, 2024 results on Nov 02, 2023
Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: JP¥39.47 (vs JP¥54.93 in 1Q 2023)First quarter 2024 results: EPS: JP¥39.47 (down from JP¥54.93 in 1Q 2023). Revenue: JP¥48.4b (down 3.2% from 1Q 2023). Net income: JP¥1.18b (down 28% from 1Q 2023). Profit margin: 2.4% (down from 3.3% in 1Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Electrical industry in Germany.
Buying Opportunity • Aug 04Now 25% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €15.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 31%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings is also forecast to grow by 2.5% per annum over the same time period.
お知らせ • Jun 23SWCC Corporation to Report Q1, 2024 Results on Aug 03, 2023SWCC Corporation announced that they will report Q1, 2024 results on Aug 03, 2023
Reported Earnings • May 18Full year 2023 earnings released: EPS: JP¥315 (vs JP¥313 in FY 2022)Full year 2023 results: EPS: JP¥315 (up from JP¥313 in FY 2022). Revenue: JP¥209.1b (up 5.0% from FY 2022). Net income: JP¥9.41b (flat on FY 2022). Profit margin: 4.5% (down from 4.7% in FY 2022). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electrical industry in Germany.
お知らせ • May 13SWCC Corporation, Annual General Meeting, Jun 27, 2023SWCC Corporation, Annual General Meeting, Jun 27, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.1%).
Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥90.35 (vs JP¥68.83 in 3Q 2022)Third quarter 2023 results: EPS: JP¥90.35 (up from JP¥68.83 in 3Q 2022). Revenue: JP¥55.8b (up 6.2% from 3Q 2022). Net income: JP¥2.70b (up 32% from 3Q 2022). Profit margin: 4.8% (up from 3.9% in 3Q 2022). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electrical industry in Germany.
お知らせ • Dec 22SWCC Showa Holdings Co., Ltd. to Report Q3, 2023 Results on Feb 03, 2023SWCC Showa Holdings Co., Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Independent Outside Director Yuji Sakakura was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥69.41 (vs JP¥48.66 in 2Q 2022)Second quarter 2023 results: EPS: JP¥69.41 (up from JP¥48.66 in 2Q 2022). Revenue: JP¥52.3b (up 5.5% from 2Q 2022). Net income: JP¥2.07b (up 43% from 2Q 2022). Profit margin: 4.0% (up from 2.9% in 2Q 2022). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electrical industry in Germany.
お知らせ • Oct 05SWCC Showa Holdings Co., Ltd. to Report Q2, 2023 Results on Nov 04, 2022SWCC Showa Holdings Co., Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022
Reported Earnings • Aug 04First quarter 2023 earnings released: EPS: JP¥54.93 (vs JP¥57.62 in 1Q 2022)First quarter 2023 results: EPS: JP¥54.93 (down from JP¥57.62 in 1Q 2022). Revenue: JP¥50.0b (up 11% from 1Q 2022). Net income: JP¥1.64b (down 4.6% from 1Q 2022). Profit margin: 3.3% (down from 3.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.6%, compared to a 15% growth forecast for the industry in Germany.
お知らせ • Jun 29SWCC Showa Holdings Co., Ltd. to Report Q1, 2023 Results on Aug 03, 2022SWCC Showa Holdings Co., Ltd. announced that they will report Q1, 2023 results on Aug 03, 2022
Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥313 (vs JP¥166 in FY 2021)Full year 2022 results: EPS: JP¥313 (up from JP¥166 in FY 2021). Revenue: JP¥199.2b (up 23% from FY 2021). Net income: JP¥9.35b (up 88% from FY 2021). Profit margin: 4.7% (up from 3.1% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.4%, compared to a 11% growth forecast for the industry in Germany.
お知らせ • May 13SWCC Showa Holdings Co., Ltd., Annual General Meeting, Jun 24, 2022SWCC Showa Holdings Co., Ltd., Annual General Meeting, Jun 24, 2022.
Board Change • May 02Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Outside Director Yuji Sakakura was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08SWCC Showa Holdings Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022SWCC Showa Holdings Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 8.9% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (0.9%).
Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥68.83 (up from JP¥54.81 in 3Q 2021). Revenue: JP¥52.5b (up 22% from 3Q 2021). Net income: JP¥2.05b (up 26% from 3Q 2021). Profit margin: 3.9% (up from 3.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 4.5%, compared to a 14% growth forecast for the industry in Germany.
Reported Earnings • Nov 05Second quarter 2022 earnings released: EPS JP¥48.65 (vs JP¥47.74 in 2Q 2021)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: JP¥49.6b (up 29% from 2Q 2021). Net income: JP¥1.45b (up 2.0% from 2Q 2021). Profit margin: 2.9% (down from 3.7% in 2Q 2021). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Aug 09Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥15.99, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 22x in the Electrical industry in Germany.
Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥57.62 (vs JP¥13.38 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥45.2b (up 34% from 1Q 2021). Net income: JP¥1.72b (up 331% from 1Q 2021). Profit margin: 3.8% (up from 1.2% in 1Q 2021). The increase in margin was driven by higher revenue.
Board Change • Jul 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Independent Outside Director Yuji Sakakura was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥166 (vs JP¥183 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥161.7b (down 5.5% from FY 2020). Net income: JP¥4.97b (down 9.1% from FY 2020). Profit margin: 3.1% (down from 3.2% in FY 2020). The decrease in margin was driven by lower revenue.