NGK（NGI）株式概要日本ガイシ株式会社は、子会社とともに、日本、北米、欧州、アジアなどで電力関連機器の製造・販売を行っています。 詳細NGI ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長1/6過去の実績4/6財務の健全性6/6配当金4/6報酬収益は年間14.92%増加すると予測されています 過去1年間で収益は9.1%増加しました リスク分析German市場と比較した過去 3 か月間の株価の変動不安定な配当実績 すべてのリスクチェックを見るNGI Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW493,723 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG493,723 investors already sharing narrativesYour Fair Value€Current Price€32.2011.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0881b2016201920222025202620282031Revenue JP¥881.3bEarnings JP¥78.8bAdvancedSet Fair ValueView all narrativesNGK Corporation 競合他社GEA GroupSymbol: XTRA:G1AMarket cap: €9.7bRATIONALSymbol: XTRA:RAAMarket cap: €7.2bKronesSymbol: XTRA:KRNMarket cap: €3.5bDMG MORISymbol: XTRA:GILMarket cap: €3.7b価格と性能株価の高値、安値、推移の概要NGK過去の株価現在の株価JP¥32.2052週高値JP¥42.8052週安値JP¥10.50ベータ0.651ヶ月の変化-18.69%3ヶ月変化35.29%1年変化206.67%3年間の変化195.41%5年間の変化138.52%IPOからの変化157.50%最新ニュースValuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €31.80, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 223% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.43 per share.New Risk • Jul 16New 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 8.1% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change).お知らせ • Jun 27NGK Corporation to Report Q1, 2027 Results on Jul 30, 2026NGK Corporation announced that they will report Q1, 2027 results on Jul 30, 2026Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €37.60, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 261% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.33 per share.Board Change • May 21Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Noriko Kawakami was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 30NGK Corporation, Annual General Meeting, Jun 29, 2026NGK Corporation, Annual General Meeting, Jun 29, 2026.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €31.80, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 223% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.43 per share.New Risk • Jul 16New 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 8.1% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change).お知らせ • Jun 27NGK Corporation to Report Q1, 2027 Results on Jul 30, 2026NGK Corporation announced that they will report Q1, 2027 results on Jul 30, 2026Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €37.60, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 261% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.33 per share.Board Change • May 21Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Noriko Kawakami was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 30NGK Corporation, Annual General Meeting, Jun 29, 2026NGK Corporation, Annual General Meeting, Jun 29, 2026.お知らせ • Apr 13NGK Corporation to Report Fiscal Year 2026 Results on Apr 30, 2026NGK Corporation announced that they will report fiscal year 2026 results on Apr 30, 2026お知らせ • Jan 29+ 1 more updateNGK Insulators, Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2026NGK Insulators, Ltd. provided dividend guidance for the Fiscal Year ending March 31, 2026. For the year, the company expects dividend of JPY 38.00 per share compared to JPY 30.00 per share a year ago.お知らせ • Dec 02NGK Insulators, Ltd. to Report Q3, 2026 Results on Jan 29, 2026NGK Insulators, Ltd. announced that they will report Q3, 2026 results on Jan 29, 2026お知らせ • Sep 27NGK Insulators, Ltd. to Report Q2, 2026 Results on Oct 31, 2025NGK Insulators, Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025お知らせ • Jul 31NGK Insulators, Ltd. (TSE:5333) announces an Equity Buyback for 8,000,000 shares, representing 2.73% for ¥15,000 million.NGK Insulators, Ltd. (TSE:5333) announces a share repurchase program. Under the program, the company will repurchase up to 8,000,000 shares, representing 2.73% of its share capital, for ¥15,000 million. The repurchase program is aimed to improve capital efficiency and carry out flexible capital policies in accordance with the business environment The program will expire on December 23, 2025. As of June 30, 2025, the company had 293,119,112 shares in issue (excluding treasury stock) and 4,837,884 shares in treasury.お知らせ • Jun 03NGK Insulators, Ltd. to Report Q1, 2026 Results on Jul 31, 2025NGK Insulators, Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025お知らせ • Apr 28NGK Insulators, Ltd., Annual General Meeting, Jun 26, 2025NGK Insulators, Ltd., Annual General Meeting, Jun 26, 2025.お知らせ • Mar 05NGK Insulators, Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2025NGK Insulators, Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2025お知らせ • Feb 27NGK Insulators, Ltd. (TSE:5333) agreed to acquire Deutsche KNM GmbH from KNM Process Systems Sdn Bhd for €0.27 million.NGK Insulators, Ltd. (TSE:5333) agreed to acquire Deutsche KNM GmbH from KNM Process Systems Sdn Bhd for €0.27 million on February 27, 2025.The share acquisition will be executed after obtaining approvals from relevant authorities.お知らせ • Jan 17NGK Insulators, Ltd. to Report Q3, 2025 Results on Jan 31, 2025NGK Insulators, Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥50.25 (vs JP¥20.16 in 2Q 2024)Second quarter 2025 results: EPS: JP¥50.25 (up from JP¥20.16 in 2Q 2024). Revenue: JP¥145.8b (up 3.0% from 2Q 2024). Net income: JP¥14.9b (up 141% from 2Q 2024). Profit margin: 10% (up from 4.4% in 2Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 17% 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.お知らせ • Sep 27NGK Insulators, Ltd. to Report Q2, 2025 Results on Oct 31, 2024NGK Insulators, Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.5%).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €10.30, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Machinery industry in Germany. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.24 per share.Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: JP¥36.80 (vs JP¥39.20 in 1Q 2024)First quarter 2025 results: EPS: JP¥36.80 (down from JP¥39.20 in 1Q 2024). Revenue: JP¥152.5b (up 7.9% from 1Q 2024). Net income: JP¥11.0b (down 8.7% from 1Q 2024). Profit margin: 7.2% (down from 8.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% 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.お知らせ • Jul 29NGK Insulators, Ltd. (TSE:5333) announces an Equity Buyback for 5,000,000 shares, representing 1.68% for ¥10,000 million.NGK Insulators, Ltd. (TSE:5333) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 1.68% of its share capital, for ¥10,000 million. The repurchase program is aimed to improve capital efficiency and carry out flexible capital policies in accordance with the business environment The program will expire on November 29, 2024. As of June 30, 2024, the company had 297,934,891 shares in issue (excluding treasury stock) and 14,022,105 shares in treasury.Buy Or Sell Opportunity • Jul 01Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €12.10. The fair value is estimated to be €15.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.7%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Buy Or Sell Opportunity • Jun 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.7% to €11.50. The fair value is estimated to be €14.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.7%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Buy Or Sell Opportunity • Jun 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to €11.70. The fair value is estimated to be €14.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.7%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.お知らせ • Jun 15NGK Insulators, Ltd. to Report Q1, 2025 Results on Jul 29, 2024NGK Insulators, Ltd. announced that they will report Q1, 2025 results on Jul 29, 2024Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥134 (vs JP¥177 in FY 2023)Full year 2024 results: EPS: JP¥134 (down from JP¥177 in FY 2023). Revenue: JP¥578.9b (up 3.5% from FY 2023). Net income: JP¥40.6b (down 26% from FY 2023). Profit margin: 7.0% (down from 9.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 6% per year.お知らせ • Apr 29NGK Insulators, Ltd., Annual General Meeting, Jun 26, 2024NGK Insulators, Ltd., Annual General Meeting, Jun 26, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 27 June 2024. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.2%).お知らせ • Mar 14NGK Insulators, Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2024NGK Insulators, Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2024Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥51.82 (vs JP¥80.95 in 3Q 2023)Third quarter 2024 results: EPS: JP¥51.82 (down from JP¥80.95 in 3Q 2023). Revenue: JP¥139.6b (flat on 3Q 2023). Net income: JP¥15.7b (down 38% from 3Q 2023). Profit margin: 11% (down from 18% in 3Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Oct 30Second quarter 2024 earnings released: EPS: JP¥20.16 (vs JP¥27.42 in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.16 (down from JP¥27.42 in 2Q 2023). Revenue: JP¥141.6b (down 1.5% from 2Q 2023). Net income: JP¥6.18b (down 28% from 2Q 2023). Profit margin: 4.4% (down from 5.9% in 2Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery 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 3% per year, which means it is significantly lagging earnings.お知らせ • Oct 29NGK Insulators, Ltd. (TSE:5333) announces an Equity Buyback for 8,500,000 shares, representing 2.77% for ¥15,000 million.NGK Insulators, Ltd. (TSE:5333) announces a share repurchase program. Under the program, the company will repurchase up to 8,500,000 shares, representing 2.77% of its share capital, for ¥15,000 million. The repurchase program is aimed to improve capital efficiency and carry out flexible capital policies in accordance with the business environment The program will expire on February 29, 2024. As of September 30, 2023, the company had 306,418,755 shares in issue (excluding treasury stock) and 5,538,241 shares in treasury.Buying Opportunity • Oct 01Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be €15.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 8.3% per annum over the same time period.Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.8%).Buying Opportunity • Sep 04Now 20% undervaluedOver the last 90 days, the stock is up 7.0%. The fair value is estimated to be €15.31, 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 34%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 8.3% per annum over the same time period.New Risk • Aug 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.6% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. 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. Profit margins are more than 30% lower than last year (8.6% net profit margin).Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥39.20 (vs JP¥57.64 in 1Q 2023)First quarter 2024 results: EPS: JP¥39.20 (down from JP¥57.64 in 1Q 2023). Revenue: JP¥141.3b (up 7.9% from 1Q 2023). Net income: JP¥12.0b (down 33% from 1Q 2023). Profit margin: 8.5% (down from 14% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jun 28+ 2 more updatesNGK Insulators, Ltd. to Report Q2, 2024 Results on Oct 27, 2023NGK Insulators, Ltd. announced that they will report Q2, 2024 results on Oct 27, 2023Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥177 (vs JP¥227 in FY 2022)Full year 2023 results: EPS: JP¥177 (down from JP¥227 in FY 2022). Revenue: JP¥559.2b (up 9.6% from FY 2022). Net income: JP¥55.0b (down 22% from FY 2022). Profit margin: 9.8% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥80.95 (vs JP¥46.21 in 3Q 2022)Third quarter 2023 results: EPS: JP¥80.95 (up from JP¥46.21 in 3Q 2022). Revenue: JP¥140.4b (up 15% from 3Q 2022). Net income: JP¥25.1b (up 74% from 3Q 2022). Profit margin: 18% (up from 12% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less 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 Kazuo Furukawa was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥27.42 (vs JP¥50.56 in 2Q 2022)Second quarter 2023 results: EPS: JP¥27.42 (down from JP¥50.56 in 2Q 2022). Revenue: JP¥143.7b (up 18% from 2Q 2022). Net income: JP¥8.55b (down 46% from 2Q 2022). Profit margin: 5.9% (down from 13% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Oct 29NGK Insulators, Ltd. (TSE:5333) announces an Equity Buyback for 5,500,000 shares, representing 1.76% for ¥10,000 million.NGK Insulators, Ltd. (TSE:5333) announces a share repurchase program. Under the program, the company will repurchase up to 5,500,000 shares, representing 1.76% for ¥10,000 million. The purpose of the program is to improve capital efficiency and implement flexible capital policies according to the business environment. The program will expire on February 28, 2023. As of September 30, 2022, the company had 311,771,350 shares in issue and 5,558,646 shares in treasury.Upcoming Dividend • Sep 22Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (5.1%). In line with average of industry peers (3.2%).Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥57.64 (vs JP¥51.30 in 1Q 2022)First quarter 2023 results: EPS: JP¥57.64 (up from JP¥51.30 in 1Q 2022). Revenue: JP¥131.0b (up 1.7% from 1Q 2022). Net income: JP¥18.0b (up 11% from 1Q 2022). Profit margin: 14% (up from 13% in 1Q 2022). Over the next year, revenue is forecast to grow 14%, compared to a 9.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • May 29+ 2 more updatesNGK Insulators, Ltd. to Report Q2, 2023 Results on Oct 28, 2022NGK Insulators, Ltd. announced that they will report Q2, 2023 results on Oct 28, 2022お知らせ • May 02NGK Insulators, Ltd., Annual General Meeting, Jun 27, 2022NGK Insulators, Ltd., Annual General Meeting, Jun 27, 2022.Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥227 (vs JP¥122 in FY 2021)Full year 2022 results: EPS: JP¥227 (up from JP¥122 in FY 2021). Revenue: JP¥510.4b (up 13% from FY 2021). Net income: JP¥70.9b (up 84% from FY 2021). Profit margin: 14% (up from 8.5% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.0%, compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Board Change • Apr 27Less 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, 1 was an independent director. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Kazuo Furukawa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 08NGK Insulators, Ltd. to Report Fiscal Year 2022 Results on Apr 28, 2022NGK Insulators, Ltd. announced that they will report fiscal year 2022 results on Apr 28, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 29 June 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (1.9%).Reported Earnings • Feb 02Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥46.21 (down from JP¥59.59 in 3Q 2021). Revenue: JP¥121.7b (down 1.7% from 3Q 2021). Net income: JP¥14.4b (down 24% from 3Q 2021). Profit margin: 12% (down from 15% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 5.4%, compared to a 10.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 30Second quarter 2022 earnings released: EPS JP¥50.56 (vs JP¥23.73 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥121.4b (up 8.5% from 2Q 2021). Net income: JP¥15.8b (up 110% from 2Q 2021). Profit margin: 13% (up from 6.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.0%).Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥51.30 (vs JP¥0.77 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥128.8b (up 55% from 1Q 2021). Net income: JP¥16.2b (up JP¥16.4b from 1Q 2021). Profit margin: 13% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Executive Departure • Jul 01Senior VP, GM of Tokyo Main Office & Director Susumu Sakabe has left the companyOn the 22nd of June, Susumu Sakabe's tenure as Senior VP, GM of Tokyo Main Office & Director ended after 11.1 years in the role. We don't have any record of a personal shareholding under Susumu's name. Susumu is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 1.42 years, which is considered inexperienced in the Simply Wall St Risk Model.Reported Earnings • May 01Full year 2021 earnings released: EPS JP¥122 (vs JP¥84.73 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥452.0b (up 2.3% from FY 2020). Net income: JP¥38.5b (up 42% from FY 2020). Profit margin: 8.5% (up from 6.1% in FY 2020). 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 1% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 30 June 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (1.2%).Is New 90 Day High Low • Mar 11New 90-day high: €15.60The company is up 22% from its price of €12.80 on 11 December 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.24 per share.お知らせ • Mar 04NGK Insulators, Ltd. to Report Fiscal Year 2021 Results on Apr 28, 2021NGK Insulators, Ltd. announced that they will report fiscal year 2021 results on Apr 28, 2021Reported Earnings • Feb 04Third quarter 2021 earnings released: EPS JP¥59.59 (vs JP¥31.34 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥123.9b (up 14% from 3Q 2020). Net income: JP¥18.9b (up 88% from 3Q 2020). Profit margin: 15% (up from 9.2% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 04Revenue beats expectationsRevenue exceeded analyst estimates by 6.7%. Over the next year, revenue is forecast to grow 8.2%, compared to a 4.9% growth forecast for the Machinery industry in Germany.Is New 90 Day High Low • Jan 28New 90-day high: €14.60The company is up 23% from its price of €11.90 on 30 October 2020. The German market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.54 per share.お知らせ • Nov 29NGK Insulators, Ltd. to Report Q3, 2021 Results on Jan 29, 2021NGK Insulators, Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021Is New 90 Day High Low • Nov 11New 90-day high: €13.70The company is up 13% from its price of €12.10 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.13 per share.Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥23.73The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥111.9b (flat on 2Q 2020). Net income: JP¥7.51b (down 24% from 2Q 2020). Profit margin: 6.7% (down from 8.8% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 7.5% while the growth in Machinery industry in Germany is expected to stay flat.Reported Earnings • Nov 02Second quarter 2021 earnings released: EPS JP¥23.73The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥111.9b (flat on 2Q 2020). Net income: JP¥7.51b (down 24% from 2Q 2020). Profit margin: 6.7% (down from 8.8% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Nov 02Revenue beats expectationsRevenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 7.8% while the growth in Machinery industry in Germany is expected to stay flat.Is New 90 Day High Low • Oct 24New 90-day high: €12.90The company is up 13% from its price of €11.40 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.10 per share.お知らせ • Oct 08NGK Insulators, Ltd. to Report Q2, 2021 Results on Oct 30, 2020NGK Insulators, Ltd. announced that they will report Q2, 2021 results on Oct 30, 2020株主還元NGIDE MachineryDE 市場7D-9.6%0.5%-0.8%1Y206.7%-1.9%-0.9%株主還元を見る業界別リターン: NGI過去 1 年間で-1.9 % の収益を上げたGerman Machinery業界を上回りました。リターン対市場: NGI過去 1 年間で-0.9 % の収益を上げたGerman市場を上回りました。価格変動Is NGI's price volatile compared to industry and market?NGI volatilityNGI Average Weekly Movement8.4%Machinery Industry Average Movement4.2%Market Average Movement5.4%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.7%安定した株価: NGIの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: NGIの weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト191919,869Shigeru Kobayashiwww.ngk.co.jp日本ガイシ株式会社は、子会社とともに、日本、北米、欧州、アジアなどで電力関連機器の製造・販売を行っている。環境事業、デジタルソサエティ事業、エネルギー・産業事業の3つのセグメントで事業を展開。NAS電池をはじめとする蓄電システム、サスペンション、ロングロッド、ステーションポスト、中空、ピンポストの碍子と碍子組立用金具、ブッシングを構成する電力機器、排ガス浄化用部品ハニセラム、ディーゼル車から排出される排ガス中の微粒子を除去するディーゼルパティキュレートフィルター、自動車排ガス中のNOx濃度を測定するNOxセンサーなどを提供している。また、ベリリウム銅製品、銅-ニッケル-錫製品、ベリリウム、金型、関連部品などの金属・金型製品、圧電マイクロアクチュエータ、高周波部品、モールドキャストセラミックスなどの電子部品、チップ型セラミック二次電池「エナセラ」、UV-LED用マイクロレンズ、パワーモジュール用DCB・AMB基板なども提供している。さらに、セラミックヒーター、静電チャック、部品などの半導体製造装置用セラミック、加熱システム、窯道具、耐火物などの工業プロセス製品、セラミック膜・セパレーター、グラスライニング製品、高温集塵機、セラミックポンプ、真空ポンプ、放射性廃棄物処理装置、ガス分析器、C1家庭用浄水器なども提供している。さらに、静電容量センサーやマイクロヒーターの開発も行っている。同社は1919年に設立され、名古屋に本社を置く。もっと見るNGK Corporation 基礎のまとめNGK の収益と売上を時価総額と比較するとどうか。NGI 基礎統計学時価総額€9.11b収益（TTM）€323.05m売上高(TTM)€3.61b28.6xPER（株価収益率2.6xP/SレシオNGI は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計NGI 損益計算書（TTM）収益JP¥670.13b売上原価JP¥474.96b売上総利益JP¥195.16bその他の費用JP¥135.23b収益JP¥59.94b直近の収益報告Mar 31, 2026次回決算日Jul 30, 2026一株当たり利益（EPS）213.02グロス・マージン29.12%純利益率8.94%有利子負債／自己資本比率29.9%NGI の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.7%現在の配当利回り39%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/21 19:28終値2026/07/20 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NGK Corporation 7 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。14 アナリスト機関Kazunori ItoBarclaysKyoji ChibaBofA Global ResearchRyohei MasumotoCitigroup Inc11 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €31.80, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 223% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.43 per share.
New Risk • Jul 16New 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 8.1% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change).
お知らせ • Jun 27NGK Corporation to Report Q1, 2027 Results on Jul 30, 2026NGK Corporation announced that they will report Q1, 2027 results on Jul 30, 2026
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €37.60, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 261% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.33 per share.
Board Change • May 21Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Noriko Kawakami was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 30NGK Corporation, Annual General Meeting, Jun 29, 2026NGK Corporation, Annual General Meeting, Jun 29, 2026.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €31.80, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 223% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.43 per share.
New Risk • Jul 16New 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 8.1% 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 Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.1% average weekly change).
お知らせ • Jun 27NGK Corporation to Report Q1, 2027 Results on Jul 30, 2026NGK Corporation announced that they will report Q1, 2027 results on Jul 30, 2026
Valuation Update With 7 Day Price Move • Jun 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €37.60, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 12x in the Machinery industry in Germany. Total returns to shareholders of 261% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.33 per share.
Board Change • May 21Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Noriko Kawakami was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 30NGK Corporation, Annual General Meeting, Jun 29, 2026NGK Corporation, Annual General Meeting, Jun 29, 2026.
お知らせ • Apr 13NGK Corporation to Report Fiscal Year 2026 Results on Apr 30, 2026NGK Corporation announced that they will report fiscal year 2026 results on Apr 30, 2026
お知らせ • Jan 29+ 1 more updateNGK Insulators, Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2026NGK Insulators, Ltd. provided dividend guidance for the Fiscal Year ending March 31, 2026. For the year, the company expects dividend of JPY 38.00 per share compared to JPY 30.00 per share a year ago.
お知らせ • Dec 02NGK Insulators, Ltd. to Report Q3, 2026 Results on Jan 29, 2026NGK Insulators, Ltd. announced that they will report Q3, 2026 results on Jan 29, 2026
お知らせ • Sep 27NGK Insulators, Ltd. to Report Q2, 2026 Results on Oct 31, 2025NGK Insulators, Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025
お知らせ • Jul 31NGK Insulators, Ltd. (TSE:5333) announces an Equity Buyback for 8,000,000 shares, representing 2.73% for ¥15,000 million.NGK Insulators, Ltd. (TSE:5333) announces a share repurchase program. Under the program, the company will repurchase up to 8,000,000 shares, representing 2.73% of its share capital, for ¥15,000 million. The repurchase program is aimed to improve capital efficiency and carry out flexible capital policies in accordance with the business environment The program will expire on December 23, 2025. As of June 30, 2025, the company had 293,119,112 shares in issue (excluding treasury stock) and 4,837,884 shares in treasury.
お知らせ • Jun 03NGK Insulators, Ltd. to Report Q1, 2026 Results on Jul 31, 2025NGK Insulators, Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025
お知らせ • Apr 28NGK Insulators, Ltd., Annual General Meeting, Jun 26, 2025NGK Insulators, Ltd., Annual General Meeting, Jun 26, 2025.
お知らせ • Mar 05NGK Insulators, Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2025NGK Insulators, Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2025
お知らせ • Feb 27NGK Insulators, Ltd. (TSE:5333) agreed to acquire Deutsche KNM GmbH from KNM Process Systems Sdn Bhd for €0.27 million.NGK Insulators, Ltd. (TSE:5333) agreed to acquire Deutsche KNM GmbH from KNM Process Systems Sdn Bhd for €0.27 million on February 27, 2025.The share acquisition will be executed after obtaining approvals from relevant authorities.
お知らせ • Jan 17NGK Insulators, Ltd. to Report Q3, 2025 Results on Jan 31, 2025NGK Insulators, Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥50.25 (vs JP¥20.16 in 2Q 2024)Second quarter 2025 results: EPS: JP¥50.25 (up from JP¥20.16 in 2Q 2024). Revenue: JP¥145.8b (up 3.0% from 2Q 2024). Net income: JP¥14.9b (up 141% from 2Q 2024). Profit margin: 10% (up from 4.4% in 2Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 17% 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.
お知らせ • Sep 27NGK Insulators, Ltd. to Report Q2, 2025 Results on Oct 31, 2024NGK Insulators, Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.5%).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €10.30, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Machinery industry in Germany. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.24 per share.
Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: JP¥36.80 (vs JP¥39.20 in 1Q 2024)First quarter 2025 results: EPS: JP¥36.80 (down from JP¥39.20 in 1Q 2024). Revenue: JP¥152.5b (up 7.9% from 1Q 2024). Net income: JP¥11.0b (down 8.7% from 1Q 2024). Profit margin: 7.2% (down from 8.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% 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.
お知らせ • Jul 29NGK Insulators, Ltd. (TSE:5333) announces an Equity Buyback for 5,000,000 shares, representing 1.68% for ¥10,000 million.NGK Insulators, Ltd. (TSE:5333) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 1.68% of its share capital, for ¥10,000 million. The repurchase program is aimed to improve capital efficiency and carry out flexible capital policies in accordance with the business environment The program will expire on November 29, 2024. As of June 30, 2024, the company had 297,934,891 shares in issue (excluding treasury stock) and 14,022,105 shares in treasury.
Buy Or Sell Opportunity • Jul 01Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €12.10. The fair value is estimated to be €15.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.7%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Buy Or Sell Opportunity • Jun 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.7% to €11.50. The fair value is estimated to be €14.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.7%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Buy Or Sell Opportunity • Jun 18Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to €11.70. The fair value is estimated to be €14.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.9% over the last 3 years. Earnings per share has declined by 6.7%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
お知らせ • Jun 15NGK Insulators, Ltd. to Report Q1, 2025 Results on Jul 29, 2024NGK Insulators, Ltd. announced that they will report Q1, 2025 results on Jul 29, 2024
Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥134 (vs JP¥177 in FY 2023)Full year 2024 results: EPS: JP¥134 (down from JP¥177 in FY 2023). Revenue: JP¥578.9b (up 3.5% from FY 2023). Net income: JP¥40.6b (down 26% from FY 2023). Profit margin: 7.0% (down from 9.8% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 6% per year.
お知らせ • Apr 29NGK Insulators, Ltd., Annual General Meeting, Jun 26, 2024NGK Insulators, Ltd., Annual General Meeting, Jun 26, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 27 June 2024. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.2%).
お知らせ • Mar 14NGK Insulators, Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2024NGK Insulators, Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2024
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥51.82 (vs JP¥80.95 in 3Q 2023)Third quarter 2024 results: EPS: JP¥51.82 (down from JP¥80.95 in 3Q 2023). Revenue: JP¥139.6b (flat on 3Q 2023). Net income: JP¥15.7b (down 38% from 3Q 2023). Profit margin: 11% (down from 18% in 3Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Oct 30Second quarter 2024 earnings released: EPS: JP¥20.16 (vs JP¥27.42 in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.16 (down from JP¥27.42 in 2Q 2023). Revenue: JP¥141.6b (down 1.5% from 2Q 2023). Net income: JP¥6.18b (down 28% from 2Q 2023). Profit margin: 4.4% (down from 5.9% in 2Q 2023). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery 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 3% per year, which means it is significantly lagging earnings.
お知らせ • Oct 29NGK Insulators, Ltd. (TSE:5333) announces an Equity Buyback for 8,500,000 shares, representing 2.77% for ¥15,000 million.NGK Insulators, Ltd. (TSE:5333) announces a share repurchase program. Under the program, the company will repurchase up to 8,500,000 shares, representing 2.77% of its share capital, for ¥15,000 million. The repurchase program is aimed to improve capital efficiency and carry out flexible capital policies in accordance with the business environment The program will expire on February 29, 2024. As of September 30, 2023, the company had 306,418,755 shares in issue (excluding treasury stock) and 5,538,241 shares in treasury.
Buying Opportunity • Oct 01Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be €15.50, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 8.3% per annum over the same time period.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.8%).
Buying Opportunity • Sep 04Now 20% undervaluedOver the last 90 days, the stock is up 7.0%. The fair value is estimated to be €15.31, 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 34%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 8.3% per annum over the same time period.
New Risk • Aug 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.6% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. 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. Profit margins are more than 30% lower than last year (8.6% net profit margin).
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥39.20 (vs JP¥57.64 in 1Q 2023)First quarter 2024 results: EPS: JP¥39.20 (down from JP¥57.64 in 1Q 2023). Revenue: JP¥141.3b (up 7.9% from 1Q 2023). Net income: JP¥12.0b (down 33% from 1Q 2023). Profit margin: 8.5% (down from 14% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jun 28+ 2 more updatesNGK Insulators, Ltd. to Report Q2, 2024 Results on Oct 27, 2023NGK Insulators, Ltd. announced that they will report Q2, 2024 results on Oct 27, 2023
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥177 (vs JP¥227 in FY 2022)Full year 2023 results: EPS: JP¥177 (down from JP¥227 in FY 2022). Revenue: JP¥559.2b (up 9.6% from FY 2022). Net income: JP¥55.0b (down 22% from FY 2022). Profit margin: 9.8% (down from 14% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 28 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥80.95 (vs JP¥46.21 in 3Q 2022)Third quarter 2023 results: EPS: JP¥80.95 (up from JP¥46.21 in 3Q 2022). Revenue: JP¥140.4b (up 15% from 3Q 2022). Net income: JP¥25.1b (up 74% from 3Q 2022). Profit margin: 18% (up from 12% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less 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 Kazuo Furukawa was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥27.42 (vs JP¥50.56 in 2Q 2022)Second quarter 2023 results: EPS: JP¥27.42 (down from JP¥50.56 in 2Q 2022). Revenue: JP¥143.7b (up 18% from 2Q 2022). Net income: JP¥8.55b (down 46% from 2Q 2022). Profit margin: 5.9% (down from 13% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Oct 29NGK Insulators, Ltd. (TSE:5333) announces an Equity Buyback for 5,500,000 shares, representing 1.76% for ¥10,000 million.NGK Insulators, Ltd. (TSE:5333) announces a share repurchase program. Under the program, the company will repurchase up to 5,500,000 shares, representing 1.76% for ¥10,000 million. The purpose of the program is to improve capital efficiency and implement flexible capital policies according to the business environment. The program will expire on February 28, 2023. As of September 30, 2022, the company had 311,771,350 shares in issue and 5,558,646 shares in treasury.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (5.1%). In line with average of industry peers (3.2%).
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥57.64 (vs JP¥51.30 in 1Q 2022)First quarter 2023 results: EPS: JP¥57.64 (up from JP¥51.30 in 1Q 2022). Revenue: JP¥131.0b (up 1.7% from 1Q 2022). Net income: JP¥18.0b (up 11% from 1Q 2022). Profit margin: 14% (up from 13% in 1Q 2022). Over the next year, revenue is forecast to grow 14%, compared to a 9.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • May 29+ 2 more updatesNGK Insulators, Ltd. to Report Q2, 2023 Results on Oct 28, 2022NGK Insulators, Ltd. announced that they will report Q2, 2023 results on Oct 28, 2022
お知らせ • May 02NGK Insulators, Ltd., Annual General Meeting, Jun 27, 2022NGK Insulators, Ltd., Annual General Meeting, Jun 27, 2022.
Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥227 (vs JP¥122 in FY 2021)Full year 2022 results: EPS: JP¥227 (up from JP¥122 in FY 2021). Revenue: JP¥510.4b (up 13% from FY 2021). Net income: JP¥70.9b (up 84% from FY 2021). Profit margin: 14% (up from 8.5% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.0%, compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Board Change • Apr 27Less 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, 1 was an independent director. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Kazuo Furukawa was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 08NGK Insulators, Ltd. to Report Fiscal Year 2022 Results on Apr 28, 2022NGK Insulators, Ltd. announced that they will report fiscal year 2022 results on Apr 28, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 29 June 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (1.9%).
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥46.21 (down from JP¥59.59 in 3Q 2021). Revenue: JP¥121.7b (down 1.7% from 3Q 2021). Net income: JP¥14.4b (down 24% from 3Q 2021). Profit margin: 12% (down from 15% in 3Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 5.8%. Over the next year, revenue is forecast to grow 5.4%, compared to a 10.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 30Second quarter 2022 earnings released: EPS JP¥50.56 (vs JP¥23.73 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥121.4b (up 8.5% from 2Q 2021). Net income: JP¥15.8b (up 110% from 2Q 2021). Profit margin: 13% (up from 6.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.0%).
Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥51.30 (vs JP¥0.77 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥128.8b (up 55% from 1Q 2021). Net income: JP¥16.2b (up JP¥16.4b from 1Q 2021). Profit margin: 13% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Executive Departure • Jul 01Senior VP, GM of Tokyo Main Office & Director Susumu Sakabe has left the companyOn the 22nd of June, Susumu Sakabe's tenure as Senior VP, GM of Tokyo Main Office & Director ended after 11.1 years in the role. We don't have any record of a personal shareholding under Susumu's name. Susumu is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 1.42 years, which is considered inexperienced in the Simply Wall St Risk Model.
Reported Earnings • May 01Full year 2021 earnings released: EPS JP¥122 (vs JP¥84.73 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥452.0b (up 2.3% from FY 2020). Net income: JP¥38.5b (up 42% from FY 2020). Profit margin: 8.5% (up from 6.1% in FY 2020). 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 1% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 30 June 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (1.2%).
Is New 90 Day High Low • Mar 11New 90-day high: €15.60The company is up 22% from its price of €12.80 on 11 December 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.24 per share.
お知らせ • Mar 04NGK Insulators, Ltd. to Report Fiscal Year 2021 Results on Apr 28, 2021NGK Insulators, Ltd. announced that they will report fiscal year 2021 results on Apr 28, 2021
Reported Earnings • Feb 04Third quarter 2021 earnings released: EPS JP¥59.59 (vs JP¥31.34 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥123.9b (up 14% from 3Q 2020). Net income: JP¥18.9b (up 88% from 3Q 2020). Profit margin: 15% (up from 9.2% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 04Revenue beats expectationsRevenue exceeded analyst estimates by 6.7%. Over the next year, revenue is forecast to grow 8.2%, compared to a 4.9% growth forecast for the Machinery industry in Germany.
Is New 90 Day High Low • Jan 28New 90-day high: €14.60The company is up 23% from its price of €11.90 on 30 October 2020. The German market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.54 per share.
お知らせ • Nov 29NGK Insulators, Ltd. to Report Q3, 2021 Results on Jan 29, 2021NGK Insulators, Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021
Is New 90 Day High Low • Nov 11New 90-day high: €13.70The company is up 13% from its price of €12.10 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.13 per share.
Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥23.73The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥111.9b (flat on 2Q 2020). Net income: JP¥7.51b (down 24% from 2Q 2020). Profit margin: 6.7% (down from 8.8% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 7.5% while the growth in Machinery industry in Germany is expected to stay flat.
Reported Earnings • Nov 02Second quarter 2021 earnings released: EPS JP¥23.73The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥111.9b (flat on 2Q 2020). Net income: JP¥7.51b (down 24% from 2Q 2020). Profit margin: 6.7% (down from 8.8% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Nov 02Revenue beats expectationsRevenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 7.8% while the growth in Machinery industry in Germany is expected to stay flat.
Is New 90 Day High Low • Oct 24New 90-day high: €12.90The company is up 13% from its price of €11.40 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €11.10 per share.
お知らせ • Oct 08NGK Insulators, Ltd. to Report Q2, 2021 Results on Oct 30, 2020NGK Insulators, Ltd. announced that they will report Q2, 2021 results on Oct 30, 2020
