View ValuationNichicon 将来の成長Future 基準チェック /36Nichicon利益と収益がそれぞれ年間19.6%と8.8%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8.6% 19.4%なると予測されています。主要情報19.6%収益成長率19.37%EPS成長率Electronic 収益成長34.2%収益成長率8.8%将来の株主資本利益率8.60%アナリストカバレッジGood最終更新日15 May 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 updatesBoard Change • May 20High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 1 experienced director. 3 highly experienced directors. Chairman of the Board & CEO Ippei Takeda is the most experienced director on the board, commencing their role in 1983. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • May 08+ 1 more updateNichicon Corporation to Report Fiscal Year 2026 Results on May 08, 2026Nichicon Corporation announced that they will report fiscal year 2026 results on May 08, 2026お知らせ • Dec 20Nichicon Corporation to Report Q3, 2026 Results on Feb 05, 2026Nichicon Corporation announced that they will report Q3, 2026 results on Feb 05, 2026お知らせ • Sep 04Nichicon Corporation to Report Q2, 2026 Results on Nov 05, 2025Nichicon Corporation announced that they will report Q2, 2026 results on Nov 05, 2025お知らせ • Jun 17Nichicon Corporation to Report Q1, 2026 Results on Aug 05, 2025Nichicon Corporation announced that they will report Q1, 2026 results on Aug 05, 2025お知らせ • May 09Nichicon Corporation, Annual General Meeting, Jun 27, 2025Nichicon Corporation, Annual General Meeting, Jun 27, 2025.お知らせ • Mar 27Nichicon Corporation to Report Fiscal Year 2025 Results on May 09, 2025Nichicon Corporation announced that they will report fiscal year 2025 results on May 09, 2025お知らせ • Feb 07Nichicon Corporation (TSE:6996) announces an Equity Buyback for 1,600,000 shares, representing 2.34% for ¥1,600 million.Nichicon Corporation (TSE:6996) announces a share repurchase program. Under the program, the company will repurchase 1,600,000 shares, representing 2.34% of its share capital, for ¥1,600 million. The company will repurchase its shares in order to further expand shareholder returns and improving capital efficiency. The program will expire on March 27, 2025. As of December 31, 2024, the company had 68,414,539 shares outstanding (excluding treasury shares) and 9,585,461 shares in treasury.お知らせ • Dec 07Nichicon Corporation to Report Q3, 2025 Results on Feb 06, 2025Nichicon Corporation announced that they will report Q3, 2025 results on Feb 06, 2025New Risk • Nov 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.6% Last year net profit margin: 5.8% 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. This is currently the only risk that has been identified for the company.お知らせ • Sep 26Nichicon Corporation to Report Q2, 2025 Results on Nov 06, 2024Nichicon Corporation announced that they will report Q2, 2025 results on Nov 06, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.8%).Buy Or Sell Opportunity • Aug 11Now 21% overvaluedOver the last 90 days, the stock has fallen 20% to €5.75. The fair value is estimated to be €4.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥25.26 (vs JP¥49.83 in 1Q 2024)First quarter 2025 results: EPS: JP¥25.26 (down from JP¥49.83 in 1Q 2024). Revenue: JP¥41.2b (down 8.4% from 1Q 2024). Net income: JP¥1.73b (down 49% from 1Q 2024). Profit margin: 4.2% (down from 7.6% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €5.60, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Electronic industry in Germany. Total loss to shareholders of 30% over the past three years.Board Change • Jun 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. External Independent Director Haruhiko Kato was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 21Full year 2024 earnings released: EPS: JP¥121 (vs JP¥114 in FY 2023)Full year 2024 results: EPS: JP¥121 (up from JP¥114 in FY 2023). Revenue: JP¥181.6b (down 1.7% from FY 2023). Net income: JP¥8.25b (up 5.6% from FY 2023). Profit margin: 4.5% (up from 4.2% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic 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 8% per year, which means it is significantly lagging earnings.Reported Earnings • May 11Full year 2024 earnings released: EPS: JP¥121 (vs JP¥114 in FY 2023)Full year 2024 results: EPS: JP¥121 (up from JP¥114 in FY 2023). Revenue: JP¥181.6b (down 1.7% from FY 2023). Net income: JP¥8.25b (up 5.6% from FY 2023). Profit margin: 4.5% (up from 4.2% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic 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 3% per year, which means it is significantly lagging earnings.お知らせ • May 11Nichicon Corporation, Annual General Meeting, Jun 27, 2024Nichicon Corporation, Annual General Meeting, Jun 27, 2024.New Risk • Apr 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (1.5%).お知らせ • Mar 02Nichicon Corporation to Report Fiscal Year 2024 Results on May 09, 2024Nichicon Corporation announced that they will report fiscal year 2024 results on May 09, 2024Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥28.55 (vs JP¥51.57 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.55 (down from JP¥51.57 in 3Q 2023). Revenue: JP¥46.2b (down 6.9% from 3Q 2023). Net income: JP¥1.95b (down 45% from 3Q 2023). Profit margin: 4.2% (down from 7.1% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic 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 11% per year, which means it is significantly lagging earnings.お知らせ • Dec 22Nichicon Corporation to Report Q3, 2024 Results on Feb 09, 2024Nichicon Corporation announced that they will report Q3, 2024 results on Feb 09, 2024New Risk • Nov 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥38.63 (vs JP¥11.56 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥38.63 (up from JP¥11.56 loss in 2Q 2023). Revenue: JP¥47.6b (up 2.2% from 2Q 2023). Net income: JP¥2.64b (up JP¥3.43b from 2Q 2023). Profit margin: 5.5% (up from net loss in 2Q 2023). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Upcoming Dividend • Sep 21Upcoming dividend of JP¥16.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 07 December 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.5%).お知らせ • Aug 30Nichicon Corporation to Report Q2, 2024 Results on Nov 08, 2023Nichicon Corporation announced that they will report Q2, 2024 results on Nov 08, 2023New Risk • Aug 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.0% Last year net profit margin: 6.9% 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 Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.0% net profit margin).Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥49.83 (vs JP¥52.46 in 1Q 2023)First quarter 2024 results: EPS: JP¥49.83 (down from JP¥52.46 in 1Q 2023). Revenue: JP¥44.9b (up 9.5% from 1Q 2023). Net income: JP¥3.41b (down 5.0% from 1Q 2023). Profit margin: 7.6% (down from 8.8% in 1Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.お知らせ • Jun 28Nichicon Corporation to Report Q1, 2024 Results on Aug 09, 2023Nichicon Corporation announced that they will report Q1, 2024 results on Aug 09, 2023Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥114 (vs JP¥115 in FY 2022)Full year 2023 results: EPS: JP¥114 (down from JP¥115 in FY 2022). Revenue: JP¥184.7b (up 30% from FY 2022). Net income: JP¥7.81b (down 1.1% from FY 2022). Profit margin: 4.2% (down from 5.6% in FY 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Germany.Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.0%).Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥51.57 (vs JP¥40.28 in 3Q 2022)Third quarter 2023 results: EPS: JP¥51.57 (up from JP¥40.28 in 3Q 2022). Revenue: JP¥49.6b (up 32% from 3Q 2022). Net income: JP¥3.53b (up 28% from 3Q 2022). Profit margin: 7.1% (down from 7.3% in 3Q 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.お知らせ • Nov 30Nichicon Corporation to Report Q3, 2023 Results on Feb 08, 2023Nichicon Corporation announced that they will report Q3, 2023 results on Feb 08, 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 not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent External Director Shigenobu Aikyo was the last independent director to join the board, commencing their role in 2016. 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 09Second quarter 2023 earnings released: JP¥11.56 loss per share (vs JP¥20.58 profit in 2Q 2022)Second quarter 2023 results: JP¥11.56 loss per share (down from JP¥20.58 profit in 2Q 2022). Revenue: JP¥46.6b (up 38% from 2Q 2022). Net loss: JP¥791.0m (down 156% from profit in 2Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Upcoming Dividend • Sep 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 08 December 2022. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).お知らせ • Sep 01Nichicon Corporation to Report Q2, 2023 Results on Nov 07, 2022Nichicon Corporation announced that they will report Q2, 2023 results on Nov 07, 2022Reported Earnings • Aug 09First quarter 2023 earnings released: EPS: JP¥52.46 (vs JP¥13.93 in 1Q 2022)First quarter 2023 results: EPS: JP¥52.46 (up from JP¥13.93 in 1Q 2022). Revenue: JP¥41.0b (up 32% from 1Q 2022). Net income: JP¥3.59b (up 277% from 1Q 2022). Profit margin: 8.8% (up from 3.1% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.1%, compared to a 21% growth forecast for the industry in Germany.お知らせ • Jul 07Nichicon Shares Deleted from Other OTCNichicon Corporation shares deleted from Other OTC effective July 05, 2022. The deletion is due to Inactive Security.お知らせ • Jun 04Nichicon Corporation to Report Q1, 2023 Results on Aug 08, 2022Nichicon Corporation announced that they will report Q1, 2023 results on Aug 08, 2022Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥115 (vs JP¥24.89 in FY 2021)Full year 2022 results: EPS: JP¥115 (up from JP¥24.89 in FY 2021). Revenue: JP¥142.2b (up 23% from FY 2021). Net income: JP¥7.90b (up 364% from FY 2021). Profit margin: 5.6% (up from 1.5% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.3%, compared to a 25% growth forecast for the industry in Germany.お知らせ • May 13Nichicon Corporation, Annual General Meeting, Jun 29, 2022Nichicon Corporation, Annual General Meeting, Jun 29, 2022.Board Change • Apr 28Less 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 not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent External Director Shigenobu Aikyo was the last independent director to join the board, commencing their role in 2016. 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 08Nichicon Corporation to Report Fiscal Year 2022 Results on May 11, 2022Nichicon Corporation announced that they will report fiscal year 2022 results on May 11, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (0.7%).Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥40.28 (up from JP¥5.77 in 3Q 2021). Revenue: JP¥37.7b (up 23% from 3Q 2021). Net income: JP¥2.76b (up JP¥2.36b from 3Q 2021). Profit margin: 7.3% (up from 1.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.5%. Over the next year, revenue is forecast to grow 7.4%, compared to a 23% growth forecast for the industry in Germany.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥20.58 (vs JP¥1.13 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥33.9b (up 19% from 2Q 2021). Net income: JP¥1.41b (up JP¥1.33b from 2Q 2021). Profit margin: 4.2% (up from 0.3% in 2Q 2021). The increase in margin was driven by higher revenue.Upcoming Dividend • Sep 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.7%).Reported Earnings • Aug 12First quarter 2022 earnings released: EPS JP¥13.93 (vs JP¥8.38 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥31.2b (up 25% from 1Q 2021). Net income: JP¥953.0m (up 66% from 1Q 2021). Profit margin: 3.1% (up from 2.3% in 1Q 2021). The increase in margin was driven by higher revenue.Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥24.89 (vs JP¥40.59 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥116.1b (down 3.0% from FY 2020). Net income: JP¥1.70b (down 39% from FY 2020). Profit margin: 1.5% (down from 2.3% in FY 2020). The decrease in margin was driven by lower revenue.Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥5.77 (vs JP¥7.27 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥30.8b (flat on 3Q 2020). Net income: JP¥395.0m (down 22% from 3Q 2020). Profit margin: 1.3% (down from 1.6% in 3Q 2020).Analyst Estimate Surprise Post Earnings • Feb 14Revenue beats expectationsRevenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 10%, compared to a 17% growth forecast for the Electronic industry in Germany.業績と収益の成長予測DB:NH4 - 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3/31/2029223,60012,13515,40021,90023/31/2028202,8769,3167,92415,92573/31/2027187,5007,6876,30012,80063/31/2026169,7246,3101,0648,163N/A12/31/2025167,2602,7395,75712,498N/A9/30/2025171,9763,4368,29515,546N/A6/30/2025174,2025,3366,12314,209N/A3/31/2025175,7515,8777,69618,346N/A12/31/2024175,6377,4056,10018,411N/A9/30/2024173,5956,26265913,593N/A6/30/2024177,8836,5727,77619,755N/A3/31/2024181,6438,2534,03716,321N/A12/31/2023186,2049,4937,15919,073N/A9/30/2023189,65211,0686,64118,012N/A6/30/2023188,6217,634-95410,214N/A3/31/2023184,7257,814-1649,186N/A12/31/2022176,7109,111-4,3084,448N/A9/30/2022164,7518,339-4,2104,286N/A6/30/2022152,01710,538-3,4304,902N/A3/31/2022142,1987,902-2,6255,264N/A12/31/2021134,4725,775-1,0836,101N/A9/30/2021127,5483,4148647,510N/A6/30/2021122,2392,0831,2277,573N/A3/31/2021116,0731,7031,1737,095N/A12/31/2020113,4021,2504166,423N/A9/30/2020113,4621,360-2,6533,548N/A6/30/2020115,4782,451-2,2704,309N/A3/31/2020119,6752,812-2,0754,811N/A12/31/2019122,1942,153N/A-5,368N/A9/30/2019122,790-6,506N/A-6,212N/A6/30/2019123,213-8,172N/A-6,027N/A3/31/2019122,860-7,953N/A-22,790N/A12/31/2018120,752-17,647N/A-11,519N/A9/30/2018117,643-8,101N/A-10,129N/A6/30/2018116,673-6,184N/A-8,101N/A3/31/2018114,767-10,905N/A7,989N/A12/31/2017111,763-829N/A8,115N/A9/30/2017108,541-475N/A5,988N/A6/30/2017103,574-1,292N/A3,664N/A3/31/2017100,4012,623N/A3,310N/A12/31/2016100,5132,929N/A6,896N/A9/30/2016102,629-2,207N/A11,069N/A6/30/2016107,015-1,131N/A10,040N/A3/31/2016109,815-591N/A10,221N/A12/31/2015110,506-2,313N/A6,836N/A9/30/2015110,3412,978N/A7,300N/A6/30/2015107,5902,944N/A6,586N/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: NH4の予測収益成長率 (年間19.6% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: NH4の収益 ( 19.6% ) はGerman市場 ( 17.1% ) よりも速いペースで成長すると予測されています。高成長収益: NH4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: NH4の収益 ( 8.8% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: NH4の収益 ( 8.8% ) 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: NH4の 自己資本利益率 は、3年後には低くなると予測されています ( 8.6 %)。成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 05:09終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Nichicon 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。16 アナリスト機関Masashi KubotaBofA Global ResearchLiliko TakayamaCitigroup IncTakayuki NaitoCitigroup Inc13 その他のアナリストを表示
Board Change • May 20High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 1 experienced director. 3 highly experienced directors. Chairman of the Board & CEO Ippei Takeda is the most experienced director on the board, commencing their role in 1983. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • May 08+ 1 more updateNichicon Corporation to Report Fiscal Year 2026 Results on May 08, 2026Nichicon Corporation announced that they will report fiscal year 2026 results on May 08, 2026
お知らせ • Dec 20Nichicon Corporation to Report Q3, 2026 Results on Feb 05, 2026Nichicon Corporation announced that they will report Q3, 2026 results on Feb 05, 2026
お知らせ • Sep 04Nichicon Corporation to Report Q2, 2026 Results on Nov 05, 2025Nichicon Corporation announced that they will report Q2, 2026 results on Nov 05, 2025
お知らせ • Jun 17Nichicon Corporation to Report Q1, 2026 Results on Aug 05, 2025Nichicon Corporation announced that they will report Q1, 2026 results on Aug 05, 2025
お知らせ • May 09Nichicon Corporation, Annual General Meeting, Jun 27, 2025Nichicon Corporation, Annual General Meeting, Jun 27, 2025.
お知らせ • Mar 27Nichicon Corporation to Report Fiscal Year 2025 Results on May 09, 2025Nichicon Corporation announced that they will report fiscal year 2025 results on May 09, 2025
お知らせ • Feb 07Nichicon Corporation (TSE:6996) announces an Equity Buyback for 1,600,000 shares, representing 2.34% for ¥1,600 million.Nichicon Corporation (TSE:6996) announces a share repurchase program. Under the program, the company will repurchase 1,600,000 shares, representing 2.34% of its share capital, for ¥1,600 million. The company will repurchase its shares in order to further expand shareholder returns and improving capital efficiency. The program will expire on March 27, 2025. As of December 31, 2024, the company had 68,414,539 shares outstanding (excluding treasury shares) and 9,585,461 shares in treasury.
お知らせ • Dec 07Nichicon Corporation to Report Q3, 2025 Results on Feb 06, 2025Nichicon Corporation announced that they will report Q3, 2025 results on Feb 06, 2025
New Risk • Nov 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.6% Last year net profit margin: 5.8% 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. This is currently the only risk that has been identified for the company.
お知らせ • Sep 26Nichicon Corporation to Report Q2, 2025 Results on Nov 06, 2024Nichicon Corporation announced that they will report Q2, 2025 results on Nov 06, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.8%).
Buy Or Sell Opportunity • Aug 11Now 21% overvaluedOver the last 90 days, the stock has fallen 20% to €5.75. The fair value is estimated to be €4.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥25.26 (vs JP¥49.83 in 1Q 2024)First quarter 2025 results: EPS: JP¥25.26 (down from JP¥49.83 in 1Q 2024). Revenue: JP¥41.2b (down 8.4% from 1Q 2024). Net income: JP¥1.73b (down 49% from 1Q 2024). Profit margin: 4.2% (down from 7.6% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €5.60, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Electronic industry in Germany. Total loss to shareholders of 30% over the past three years.
Board Change • Jun 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. External Independent Director Haruhiko Kato was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 21Full year 2024 earnings released: EPS: JP¥121 (vs JP¥114 in FY 2023)Full year 2024 results: EPS: JP¥121 (up from JP¥114 in FY 2023). Revenue: JP¥181.6b (down 1.7% from FY 2023). Net income: JP¥8.25b (up 5.6% from FY 2023). Profit margin: 4.5% (up from 4.2% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic 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 8% per year, which means it is significantly lagging earnings.
Reported Earnings • May 11Full year 2024 earnings released: EPS: JP¥121 (vs JP¥114 in FY 2023)Full year 2024 results: EPS: JP¥121 (up from JP¥114 in FY 2023). Revenue: JP¥181.6b (down 1.7% from FY 2023). Net income: JP¥8.25b (up 5.6% from FY 2023). Profit margin: 4.5% (up from 4.2% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic 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 3% per year, which means it is significantly lagging earnings.
お知らせ • May 11Nichicon Corporation, Annual General Meeting, Jun 27, 2024Nichicon Corporation, Annual General Meeting, Jun 27, 2024.
New Risk • Apr 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (1.5%).
お知らせ • Mar 02Nichicon Corporation to Report Fiscal Year 2024 Results on May 09, 2024Nichicon Corporation announced that they will report fiscal year 2024 results on May 09, 2024
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥28.55 (vs JP¥51.57 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.55 (down from JP¥51.57 in 3Q 2023). Revenue: JP¥46.2b (down 6.9% from 3Q 2023). Net income: JP¥1.95b (down 45% from 3Q 2023). Profit margin: 4.2% (down from 7.1% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic 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 11% per year, which means it is significantly lagging earnings.
お知らせ • Dec 22Nichicon Corporation to Report Q3, 2024 Results on Feb 09, 2024Nichicon Corporation announced that they will report Q3, 2024 results on Feb 09, 2024
New Risk • Nov 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥38.63 (vs JP¥11.56 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥38.63 (up from JP¥11.56 loss in 2Q 2023). Revenue: JP¥47.6b (up 2.2% from 2Q 2023). Net income: JP¥2.64b (up JP¥3.43b from 2Q 2023). Profit margin: 5.5% (up from net loss in 2Q 2023). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥16.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 07 December 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.5%).
お知らせ • Aug 30Nichicon Corporation to Report Q2, 2024 Results on Nov 08, 2023Nichicon Corporation announced that they will report Q2, 2024 results on Nov 08, 2023
New Risk • Aug 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.0% Last year net profit margin: 6.9% 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 Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.0% net profit margin).
Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥49.83 (vs JP¥52.46 in 1Q 2023)First quarter 2024 results: EPS: JP¥49.83 (down from JP¥52.46 in 1Q 2023). Revenue: JP¥44.9b (up 9.5% from 1Q 2023). Net income: JP¥3.41b (down 5.0% from 1Q 2023). Profit margin: 7.6% (down from 8.8% in 1Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
お知らせ • Jun 28Nichicon Corporation to Report Q1, 2024 Results on Aug 09, 2023Nichicon Corporation announced that they will report Q1, 2024 results on Aug 09, 2023
Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥114 (vs JP¥115 in FY 2022)Full year 2023 results: EPS: JP¥114 (down from JP¥115 in FY 2022). Revenue: JP¥184.7b (up 30% from FY 2022). Net income: JP¥7.81b (down 1.1% from FY 2022). Profit margin: 4.2% (down from 5.6% in FY 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Germany.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.0%).
Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥51.57 (vs JP¥40.28 in 3Q 2022)Third quarter 2023 results: EPS: JP¥51.57 (up from JP¥40.28 in 3Q 2022). Revenue: JP¥49.6b (up 32% from 3Q 2022). Net income: JP¥3.53b (up 28% from 3Q 2022). Profit margin: 7.1% (down from 7.3% in 3Q 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.
お知らせ • Nov 30Nichicon Corporation to Report Q3, 2023 Results on Feb 08, 2023Nichicon Corporation announced that they will report Q3, 2023 results on Feb 08, 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 not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent External Director Shigenobu Aikyo was the last independent director to join the board, commencing their role in 2016. 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 09Second quarter 2023 earnings released: JP¥11.56 loss per share (vs JP¥20.58 profit in 2Q 2022)Second quarter 2023 results: JP¥11.56 loss per share (down from JP¥20.58 profit in 2Q 2022). Revenue: JP¥46.6b (up 38% from 2Q 2022). Net loss: JP¥791.0m (down 156% from profit in 2Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 08 December 2022. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).
お知らせ • Sep 01Nichicon Corporation to Report Q2, 2023 Results on Nov 07, 2022Nichicon Corporation announced that they will report Q2, 2023 results on Nov 07, 2022
Reported Earnings • Aug 09First quarter 2023 earnings released: EPS: JP¥52.46 (vs JP¥13.93 in 1Q 2022)First quarter 2023 results: EPS: JP¥52.46 (up from JP¥13.93 in 1Q 2022). Revenue: JP¥41.0b (up 32% from 1Q 2022). Net income: JP¥3.59b (up 277% from 1Q 2022). Profit margin: 8.8% (up from 3.1% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.1%, compared to a 21% growth forecast for the industry in Germany.
お知らせ • Jul 07Nichicon Shares Deleted from Other OTCNichicon Corporation shares deleted from Other OTC effective July 05, 2022. The deletion is due to Inactive Security.
お知らせ • Jun 04Nichicon Corporation to Report Q1, 2023 Results on Aug 08, 2022Nichicon Corporation announced that they will report Q1, 2023 results on Aug 08, 2022
Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥115 (vs JP¥24.89 in FY 2021)Full year 2022 results: EPS: JP¥115 (up from JP¥24.89 in FY 2021). Revenue: JP¥142.2b (up 23% from FY 2021). Net income: JP¥7.90b (up 364% from FY 2021). Profit margin: 5.6% (up from 1.5% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.3%, compared to a 25% growth forecast for the industry in Germany.
お知らせ • May 13Nichicon Corporation, Annual General Meeting, Jun 29, 2022Nichicon Corporation, Annual General Meeting, Jun 29, 2022.
Board Change • Apr 28Less 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 not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent External Director Shigenobu Aikyo was the last independent director to join the board, commencing their role in 2016. 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 08Nichicon Corporation to Report Fiscal Year 2022 Results on May 11, 2022Nichicon Corporation announced that they will report fiscal year 2022 results on May 11, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (0.7%).
Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥40.28 (up from JP¥5.77 in 3Q 2021). Revenue: JP¥37.7b (up 23% from 3Q 2021). Net income: JP¥2.76b (up JP¥2.36b from 3Q 2021). Profit margin: 7.3% (up from 1.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.5%. Over the next year, revenue is forecast to grow 7.4%, compared to a 23% growth forecast for the industry in Germany.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥20.58 (vs JP¥1.13 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥33.9b (up 19% from 2Q 2021). Net income: JP¥1.41b (up JP¥1.33b from 2Q 2021). Profit margin: 4.2% (up from 0.3% in 2Q 2021). The increase in margin was driven by higher revenue.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.7%).
Reported Earnings • Aug 12First quarter 2022 earnings released: EPS JP¥13.93 (vs JP¥8.38 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥31.2b (up 25% from 1Q 2021). Net income: JP¥953.0m (up 66% from 1Q 2021). Profit margin: 3.1% (up from 2.3% in 1Q 2021). The increase in margin was driven by higher revenue.
Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥24.89 (vs JP¥40.59 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥116.1b (down 3.0% from FY 2020). Net income: JP¥1.70b (down 39% from FY 2020). Profit margin: 1.5% (down from 2.3% in FY 2020). The decrease in margin was driven by lower revenue.
Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥5.77 (vs JP¥7.27 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥30.8b (flat on 3Q 2020). Net income: JP¥395.0m (down 22% from 3Q 2020). Profit margin: 1.3% (down from 1.6% in 3Q 2020).
Analyst Estimate Surprise Post Earnings • Feb 14Revenue beats expectationsRevenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 10%, compared to a 17% growth forecast for the Electronic industry in Germany.