NOK(7240)株式概要NOK株式会社は、日本および海外において、シール製品、産業用機械部品、油圧・原子力設備、合成化学製品、電子製品、その他各種製品の製造、輸入、販売、ならびに据付工事などを手掛けています。 詳細7240 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績4/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より4.5%で取引されている 過去1年間で収益は71.1%増加しました リスク分析今後3年間の収益は年平均10.9%減少すると予測されている。 財務結果に影響を与える大きな一時的項目 4.55%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る7240 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW486,100 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 NarrativeBLINRODA486,100 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥3.08k9.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-6b848b2016201920222025202620282031Revenue JP¥847.5bEarnings JP¥56.3bAdvancedSet Fair ValueView all narrativesNOK Corporation 競合他社NifcoSymbol: TSE:7988Market cap: JP¥475.6bGS YuasaSymbol: TSE:6674Market cap: JP¥553.8bStanley ElectricSymbol: TSE:6923Market cap: JP¥444.2bToyota BoshokuSymbol: TSE:3116Market cap: JP¥397.7b価格と性能株価の高値、安値、推移の概要NOK過去の株価現在の株価JP¥3,078.0052週高値JP¥3,355.0052週安値JP¥2,413.00ベータ0.691ヶ月の変化5.59%3ヶ月変化6.41%1年変化25.92%3年間の変化58.78%5年間の変化122.08%IPOからの変化362.86%最新ニュースお知らせ • Aug 07NOK Corporation (TSE:7240) announces an Equity Buyback for 3,800,000 shares, representing 2.36% for ¥11,327.8 million.NOK Corporation (TSE:7240) announces a share repurchase program. Under the program, the company will repurchase up to 3,800,000 shares, representing 3.02% of its share capital, for ¥11,327.8 million. The purpose of the program is to improve capital efficiency and corporate value based on its capital allocation policy. The shares will be repurchased at ¥2,981 per share. As of June 30, 2026, the company had 160,902,857 shares in issue (excluding treasury stock) and 233 shares in treasury.Reported Earnings • Aug 07First quarter 2027 earnings released: EPS: JP¥56.99 (vs JP¥35.11 in 1Q 2026)First quarter 2027 results: EPS: JP¥56.99 (up from JP¥35.11 in 1Q 2026). Revenue: JP¥181.2b (up 5.5% from 1Q 2026). Net income: JP¥9.08b (up 58% from 1Q 2026). Profit margin: 5.0% (up from 3.3% in 1Q 2026). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Board Change • Jul 23Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent External Director Atsushi Kajitani 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.Major Estimate Revision • Jun 26Consensus EPS estimates increase by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥744.0b to JP¥753.1b. EPS estimate increased from JP¥234 to JP¥295 per share. Net income forecast to grow 1.1% next year vs 1.0% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥3,000 to JP¥3,100. Share price fell 2.2% to JP¥2,903 over the past week.お知らせ • Jun 26NOK Corporation to Report Q1, 2027 Results on Aug 06, 2026NOK Corporation announced that they will report Q1, 2027 results on Aug 06, 2026Major Estimate Revision • Jun 15Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate increased from JP¥207 to JP¥231. Revenue forecast steady at JP¥744.0b. Net income forecast to shrink 20% next year vs 0.7% growth forecast for Auto Components industry in Japan . Consensus price target up from JP¥2,892 to JP¥3,000. Share price was steady at JP¥2,948 over the past week.最新情報をもっと見るRecent updatesお知らせ • Aug 07NOK Corporation (TSE:7240) announces an Equity Buyback for 3,800,000 shares, representing 2.36% for ¥11,327.8 million.NOK Corporation (TSE:7240) announces a share repurchase program. Under the program, the company will repurchase up to 3,800,000 shares, representing 3.02% of its share capital, for ¥11,327.8 million. The purpose of the program is to improve capital efficiency and corporate value based on its capital allocation policy. The shares will be repurchased at ¥2,981 per share. As of June 30, 2026, the company had 160,902,857 shares in issue (excluding treasury stock) and 233 shares in treasury.Reported Earnings • Aug 07First quarter 2027 earnings released: EPS: JP¥56.99 (vs JP¥35.11 in 1Q 2026)First quarter 2027 results: EPS: JP¥56.99 (up from JP¥35.11 in 1Q 2026). Revenue: JP¥181.2b (up 5.5% from 1Q 2026). Net income: JP¥9.08b (up 58% from 1Q 2026). Profit margin: 5.0% (up from 3.3% in 1Q 2026). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Board Change • Jul 23Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent External Director Atsushi Kajitani 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.Major Estimate Revision • Jun 26Consensus EPS estimates increase by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥744.0b to JP¥753.1b. EPS estimate increased from JP¥234 to JP¥295 per share. Net income forecast to grow 1.1% next year vs 1.0% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥3,000 to JP¥3,100. Share price fell 2.2% to JP¥2,903 over the past week.お知らせ • Jun 26NOK Corporation to Report Q1, 2027 Results on Aug 06, 2026NOK Corporation announced that they will report Q1, 2027 results on Aug 06, 2026Major Estimate Revision • Jun 15Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate increased from JP¥207 to JP¥231. Revenue forecast steady at JP¥744.0b. Net income forecast to shrink 20% next year vs 0.7% growth forecast for Auto Components industry in Japan . Consensus price target up from JP¥2,892 to JP¥3,000. Share price was steady at JP¥2,948 over the past week.分析記事 • May 20We Think That There Are Some Issues For NOK (TSE:7240) Beyond Its Promising EarningsThe recent earnings posted by NOK Corporation ( TSE:7240 ) were solid, but the stock didn't move as much as we...New Risk • May 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.9% 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.9% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • May 14Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥285 (up from JP¥185 in FY 2025). Revenue: JP¥738.4b (down 3.7% from FY 2025). Net income: JP¥46.3b (up 53% from FY 2025). Profit margin: 6.3% (up from 4.0% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 27%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • May 13NOK Corporation, Annual General Meeting, Jun 25, 2026NOK Corporation, Annual General Meeting, Jun 25, 2026.お知らせ • Mar 27NOK Corporation to Report Fiscal Year 2026 Results on May 13, 2026NOK Corporation announced that they will report fiscal year 2026 results on May 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥73.67 (vs JP¥93.56 in 3Q 2025)Third quarter 2026 results: EPS: JP¥73.67 (down from JP¥93.56 in 3Q 2025). Revenue: JP¥198.3b (up 1.5% from 3Q 2025). Net income: JP¥12.0b (down 21% from 3Q 2025). Profit margin: 6.1% (down from 7.8% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 05NOK (TSE:7240) Is Due To Pay A Dividend Of ¥65.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend on the 29th of June, with investors...お知らせ • Feb 05NOK Corporation (TSE:7240) announces an Equity Buyback for 5,000,000 shares, representing 3.02% for ¥15,700 million.NOK Corporation (TSE:7240) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 3.02% of its share capital, for ¥15,700 million. The shares will be repurchased at ¥3,140 per share. As of December 31, 2025, the company had 165,702,690 shares in issue (excluding treasury stock) and no shares in treasury.分析記事 • Jan 07NOK (TSE:7240) Will Pay A Dividend Of ¥65.00NOK Corporation ( TSE:7240 ) will pay a dividend of ¥65.00 on the 29th of June. This takes the dividend yield to 4.5...お知らせ • Jan 07NOK Corporation to Report Q3, 2026 Results on Feb 05, 2026NOK Corporation announced that they will report Q3, 2026 results on Feb 05, 2026分析記事 • Dec 25NOK (TSE:7240) Is Looking To Continue Growing Its Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Dec 06NOK (TSE:7240) Is Due To Pay A Dividend Of ¥65.00NOK Corporation ( TSE:7240 ) will pay a dividend of ¥65.00 on the 29th of June. This will take the dividend yield to an...Declared Dividend • Dec 06First half dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 4.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 29NOK (TSE:7240) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥46.55 (vs JP¥39.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥46.55 (up from JP¥39.99 in 2Q 2025). Revenue: JP¥187.5b (down 8.7% from 2Q 2025). Net income: JP¥7.60b (up 15% from 2Q 2025). Profit margin: 4.1% (up from 3.2% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year and the company’s share price has also increased by 26% per year.分析記事 • Nov 11An Intrinsic Calculation For NOK Corporation (TSE:7240) Suggests It's 34% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, NOK fair value estimate is JP¥3,946 NOK is estimated to be 34...お知らせ • Oct 10SMBCCP No. 3 Fund L.P managed by SMBC Capital Partners Co., Ltd. entered into share transfer agreement to acquire SYNZTEC CO.,LTD. from NOK Corporation (TSE:7240).SMBCCP No. 3 Fund L.P managed by SMBC Capital Partners Co., Ltd. entered into share transfer agreement to acquire SYNZTEC CO.,LTD. from NOK Corporation (TSE:7240) on October 8, 2025. SMBC Capital Partners is acquiring 100 shares of SYNZTEC CO.,LTD. For the period ending March 31, 2025, SYNZTEC CO.,LTD. reported total revenue of ¥22.9 billion, EBIT of ¥1.83 billion and net income of ¥1.62 billion. As of March 31, 2025, SYNZTEC CO.,LTD. reported total assets of ¥22.25 billion and total common equity of ¥17.03 billion. The expected completion of the transaction is December 1, 2025.お知らせ • Sep 23NOK Corporation to Report Q2, 2026 Results on Nov 10, 2025NOK Corporation announced that they will report Q2, 2026 results on Nov 10, 2025分析記事 • Sep 22NOK's (TSE:7240) Dividend Will Be ¥55.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend on the 3rd of December, with...分析記事 • Sep 08NOK (TSE:7240) Has Announced A Dividend Of ¥55.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend on the 3rd of December, with...分析記事 • Aug 25NOK (TSE:7240) Is Due To Pay A Dividend Of ¥55.00NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend of ¥55.00 per share on the 3rd of December. This...分析記事 • Aug 11NOK's (TSE:7240) Dividend Will Be ¥55.00NOK Corporation's ( TSE:7240 ) investors are due to receive a payment of ¥55.00 per share on 3rd of December. This...Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥35.11 (vs JP¥42.62 in 1Q 2025)First quarter 2026 results: EPS: JP¥35.11 (down from JP¥42.62 in 1Q 2025). Revenue: JP¥171.9b (down 8.7% from 1Q 2025). Net income: JP¥5.73b (down 18% from 1Q 2025). Profit margin: 3.3% (down from 3.7% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year and the company’s share price has also increased by 26% per year.分析記事 • Jul 27NOK's (TSE:7240) Dividend Will Be ¥55.00NOK Corporation's ( TSE:7240 ) investors are due to receive a payment of ¥55.00 per share on 3rd of December. This will...分析記事 • Jul 12NOK (TSE:7240) Has Announced A Dividend Of ¥55.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend on the 3rd of December, with...Declared Dividend • Jul 09Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 5.1%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jun 27NOK Corporation (TSE:7240) Full-Year Results: Here's What Analysts Are Forecasting For This YearIt's been a good week for NOK Corporation ( TSE:7240 ) shareholders, because the company has just released its latest...Reported Earnings • Jun 27Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥185 (down from JP¥188 in FY 2024). Revenue: JP¥766.9b (up 2.2% from FY 2024). Net income: JP¥30.3b (down 4.1% from FY 2024). Profit margin: 4.0% (down from 4.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 4.2%. Revenue is forecast to stay flat during the next 3 years compared to a 2.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 26% per year.お知らせ • Jun 21NOK Corporation to Report Q1, 2026 Results on Aug 05, 2025NOK Corporation announced that they will report Q1, 2026 results on Aug 05, 2025Reported Earnings • May 19Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥185 (down from JP¥188 in FY 2024). Revenue: JP¥766.9b (up 2.2% from FY 2024). Net income: JP¥30.3b (down 4.1% from FY 2024). Profit margin: 4.0% (down from 4.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 4.2%. Revenue is forecast to stay flat during the next 3 years compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year and the company’s share price has also increased by 23% per year.分析記事 • May 18Does NOK (TSE:7240) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • May 14NOK Corporation, Annual General Meeting, Jun 26, 2025NOK Corporation, Annual General Meeting, Jun 26, 2025.分析記事 • Apr 21Returns On Capital Are Showing Encouraging Signs At NOK (TSE:7240)There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,838, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 7x in the Auto Components industry in Japan. Total returns to shareholders of 100% over the past three years.分析記事 • Mar 25NOK (TSE:7240) Is Due To Pay A Dividend Of ¥50.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend of ¥50.00 per share on the 27th of...お知らせ • Mar 25NOK Corporation to Report Fiscal Year 2025 Results on May 14, 2025NOK Corporation announced that they will report fiscal year 2025 results on May 14, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).分析記事 • Mar 04Is There An Opportunity With NOK Corporation's (TSE:7240) 43% Undervaluation?Key Insights The projected fair value for NOK is JP¥3,946 based on 2 Stage Free Cash Flow to Equity NOK's JP¥2,268...Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: JP¥93.56 (vs JP¥53.47 in 3Q 2024)Third quarter 2025 results: EPS: JP¥93.56 (up from JP¥53.47 in 3Q 2024). Revenue: JP¥195.4b (down 8.4% from 3Q 2024). Net income: JP¥15.3b (up 71% from 3Q 2024). Profit margin: 7.8% (up from 4.2% in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 23% per year.分析記事 • Jan 13NOK (TSE:7240) Has Affirmed Its Dividend Of ¥50.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend of ¥50.00 per share on the 27th of...お知らせ • Jan 03NOK Corporation to Report Q3, 2025 Results on Feb 05, 2025NOK Corporation announced that they will report Q3, 2025 results on Feb 05, 2025分析記事 • Dec 30NOK (TSE:7240) Has Affirmed Its Dividend Of ¥50.00NOK Corporation ( TSE:7240 ) will pay a dividend of ¥50.00 on the 27th of June. The dividend yield will be 4.0% based...分析記事 • Dec 04NOK (TSE:7240) Has Announced A Dividend Of ¥50.00NOK Corporation ( TSE:7240 ) will pay a dividend of ¥50.00 on the 27th of June. Based on this payment, the dividend...Declared Dividend • Dec 04First half dividend of JP¥50.00 announcedDividend of JP¥50.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 4.4%, which is higher than the industry average of 2.7%. Sustainability & Growth The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • Nov 20Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥129 to JP¥142. Revenue forecast steady at JP¥739.1b. Net income forecast to shrink 18% next year vs 13% growth forecast for Auto Components industry in Japan . Consensus price target broadly unchanged at JP¥2,468. Share price was steady at JP¥2,273 over the past week.Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥39.99 (vs JP¥58.26 in 2Q 2024)Second quarter 2025 results: EPS: JP¥39.99 (down from JP¥58.26 in 2Q 2024). Revenue: JP¥205.5b (up 8.0% from 2Q 2024). Net income: JP¥6.59b (down 33% from 2Q 2024). Profit margin: 3.2% (down from 5.2% in 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.分析記事 • Nov 07We Think NOK (TSE:7240) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Nov 07NOK Corporation (TSE:7240) announces an Equity Buyback for 2,000,000 shares, representing 1.19% for ¥4,512 million.NOK Corporation (TSE:7240) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 1.19% of its share capital, for ¥ 4,512 million. The shares will be repurchased at ¥2,256 per share. As of September 30, 2024, the company had 167,623,498 shares in issue (excluding treasury stock) and 5,515,039 shares in treasury.お知らせ • Sep 26NOK Corporation to Report Q2, 2025 Results on Nov 07, 2024NOK Corporation announced that they will report Q2, 2025 results on Nov 07, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.5%).分析記事 • Aug 26NOK (TSE:7240) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.3% 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.分析記事 • Jul 25NOK Corporation's (TSE:7240) Prospects Need A Boost To Lift SharesWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider NOK...Declared Dividend • Jul 11Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 4.5%, which is higher than the industry average of 2.7%. Sustainability & Growth The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 9.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 26NOK Corporation to Report Q1, 2025 Results on Aug 02, 2024NOK Corporation announced that they will report Q1, 2025 results on Aug 02, 2024分析記事 • May 21Investors Shouldn't Be Too Comfortable With NOK's (TSE:7240) EarningsLast week's profit announcement from NOK Corporation ( TSE:7240 ) was underwhelming for investors, despite headline...Reported Earnings • May 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥188 (up from JP¥77.55 in FY 2023). Revenue: JP¥750.5b (up 5.7% from FY 2023). Net income: JP¥31.6b (up 137% from FY 2023). Profit margin: 4.2% (up from 1.9% in FY 2023). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • May 15NOK Corporation, Annual General Meeting, Jun 26, 2024NOK Corporation, Annual General Meeting, Jun 26, 2024.分析記事 • Apr 30Calculating The Intrinsic Value Of NOK Corporation (TSE:7240)Key Insights NOK's estimated fair value is JP¥1,985 based on 2 Stage Free Cash Flow to Equity NOK's JP¥2,288 share...分析記事 • Apr 12Here's Why NOK (TSE:7240) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Mar 25NOK (TSE:7240) Is Due To Pay A Dividend Of ¥37.50The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend of ¥37.50 per share on the 1st of...お知らせ • Mar 24NOK Corporation to Report Fiscal Year 2024 Results on May 13, 2024NOK Corporation announced that they will report fiscal year 2024 results on May 13, 2024分析記事 • Mar 23Earnings Tell The Story For NOK Corporation (TSE:7240)There wouldn't be many who think NOK Corporation's ( TSE:7240 ) price-to-earnings (or "P/E") ratio of 16.8x is worth a...Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.6%).Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥53.46 (vs JP¥19.54 in 3Q 2023)Third quarter 2024 results: EPS: JP¥53.46 (up from JP¥19.54 in 3Q 2023). Revenue: JP¥213.3b (up 14% from 3Q 2023). Net income: JP¥8.95b (up 168% from 3Q 2023). Profit margin: 4.2% (up from 1.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 24NOK Corporation to Report Q3, 2024 Results on Feb 02, 2024NOK Corporation announced that they will report Q3, 2024 results on Feb 02, 2024Major Estimate Revision • Nov 24Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥119 to JP¥135. Revenue forecast steady at JP¥727.7b. Net income forecast to grow 60% next year vs 19% growth forecast for Auto Components industry in Japan. Consensus price target of JP¥2,136 unchanged from last update. Share price was steady at JP¥1,899 over the past week.Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥58.26 (vs JP¥47.23 in 2Q 2023)Second quarter 2024 results: EPS: JP¥58.26 (up from JP¥47.23 in 2Q 2023). Revenue: JP¥190.3b (flat on 2Q 2023). Net income: JP¥9.88b (up 22% from 2Q 2023). Profit margin: 5.2% (up from 4.2% in 2Q 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 09NOK Corporation (TSE:7240) announces an Equity Buyback for 7,000,000 shares, representing 4.04% for ¥10,000 million.NOK Corporation (TSE:7240) announces a share repurchase program. Under the program, the company will repurchase up to 7,000,000 shares, representing 4.04% of its share capital, for ¥10,000 million. The purpose of the program is to improve capital efficiency and corporate value. The program will expire on March 22, 2024. As of September 30, 2023, the company had 173,058,601 shares in issue (excluding treasury stock) and 79,936 shares in treasury.お知らせ • Sep 24NOK Corporation to Report Q2, 2024 Results on Nov 08, 2023NOK Corporation announced that they will report Q2, 2024 results on Nov 08, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥37.50 per share at 3.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is on the higher end at 94%, and the cash payout ratio is above 100%. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).Price Target Changed • Sep 13Price target increased by 7.2% to JP¥2,150Up from JP¥2,006, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of JP¥2,080. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥77.55 last year.Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥13.55 (vs JP¥11.87 in 1Q 2023)First quarter 2024 results: EPS: JP¥13.55 (up from JP¥11.87 in 1Q 2023). Revenue: JP¥164.0b (up 1.8% from 1Q 2023). Net income: JP¥2.30b (up 12% from 1Q 2023). Profit margin: 1.4% (up from 1.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jul 20Price target increased by 9.3% to JP¥1,920Up from JP¥1,757, the current price target is an average from 7 analysts. New target price is 8.0% below last closing price of JP¥2,088. Stock is up 70% over the past year. The company is forecast to post earnings per share of JP¥123 for next year compared to JP¥77.55 last year.お知らせ • Jun 26NOK Corporation to Report Q1, 2024 Results on Aug 02, 2023NOK Corporation announced that they will report Q1, 2024 results on Aug 02, 2023Price Target Changed • May 29Price target increased by 10% to JP¥1,757Up from JP¥1,590, the current price target is an average from 6 analysts. New target price is 6.2% below last closing price of JP¥1,873. Stock is up 60% over the past year. The company is forecast to post earnings per share of JP¥124 for next year compared to JP¥77.55 last year.Price Target Changed • May 13Price target increased by 11% to JP¥1,590Up from JP¥1,432, the current price target is an average from 6 analysts. New target price is 12% below last closing price of JP¥1,798. Stock is up 59% over the past year. The company is forecast to post earnings per share of JP¥122 for next year compared to JP¥77.55 last year.お知らせ • May 12NOK Corporation, Annual General Meeting, Jun 28, 2023NOK Corporation, Annual General Meeting, Jun 28, 2023.Reported Earnings • May 12Full year 2023 earnings: EPS in line with expectations, revenues disappointFull year 2023 results: EPS: JP¥77.55 (down from JP¥149 in FY 2022). Revenue: JP¥710.0b (up 4.0% from FY 2022). Net income: JP¥13.3b (down 48% from FY 2022). Profit margin: 1.9% (down from 3.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. 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 Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,779, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 81% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,007 per share.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 50% but the company is paying out more than the cash it is generating. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).Major Estimate Revision • Mar 03Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥113 to JP¥100 per share. Revenue forecast steady at JP¥737.9b. Net income forecast to grow 9.1% next year vs 26% growth forecast for Auto Components industry in Japan. Consensus price target broadly unchanged at JP¥1,357. Share price was steady at JP¥1,351 over the past week.Major Estimate Revision • Feb 18Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥126 to JP¥113 per share. Revenue forecast steady at JP¥742.4b. Net income forecast to grow 15% next year vs 25% growth forecast for Auto Components industry in Japan. Consensus price target of JP¥1,348 unchanged from last update. Share price rose 3.8% to JP¥1,264 over the past week.Reported Earnings • Feb 04Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥19.54 (down from JP¥33.98 in 3Q 2022). Revenue: JP¥187.4b (up 3.1% from 3Q 2022). Net income: JP¥3.34b (down 43% from 3Q 2022). Profit margin: 1.8% (down from 3.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 8.1%. Earnings per share (EPS) also missed analyst estimates by 40%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Feb 04NOK Corporation Provides Dividend Guidance for Fiscal Year Ending March 31, 2023NOK Corporation provided dividend guidance for fiscal year ending March 31, 2023. For the year end, the company expects to pay dividend of JPY 25 per share against JPY 35 per share a year ago.お知らせ • Feb 03NOK Corporation Provides Consolidated Earnings Guidance for the Quarter Ending March 2023NOK Corporation provided consolidated earnings guidance for the quarter ending March 2023. For the period, the company expects net sales of JPY 717,400 million, operating profit of JPY 13,700 million, profit attributable to owners of parent of JPY 10,500 million, basic earnings per share of JPY 61.01 per basic share.お知らせ • Dec 26NOK Corporation to Report Q3, 2023 Results on Feb 03, 2023NOK Corporation announced that they will report Q3, 2023 results on Feb 03, 2023Buying Opportunity • Dec 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.6%. The fair value is estimated to be JP¥1,528, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 8.8% per annum over the same time period.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Outside Director Makoto Fujioka was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥47.23 (vs JP¥35.59 in 2Q 2022)Second quarter 2023 results: EPS: JP¥47.23 (up from JP¥35.59 in 2Q 2022). Revenue: JP¥191.7b (up 14% from 2Q 2022). Net income: JP¥8.13b (up 32% from 2Q 2022). Profit margin: 4.2% (up from 3.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.株主還元7240JP Auto ComponentsJP 市場7D3.3%3.0%3.2%1Y25.9%34.2%32.5%株主還元を見る業界別リターン: 7240過去 1 年間で34.2 % の収益を上げたJP Auto Components業界を下回りました。リターン対市場: 7240は、過去 1 年間で32.5 % のリターンを上げたJP市場を下回りました。価格変動Is 7240's price volatile compared to industry and market?7240 volatility7240 Average Weekly Movement3.2%Auto Components Industry Average Movement4.2%Market Average Movement4.4%10% most volatile stocks in JP Market9.4%10% least volatile stocks in JP Market2.2%安定した株価: 7240 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 7240の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト193936,655Masao Tsuruwww.nokgrp.comNOK株式会社は、日本および海外において、シール製品、産業用機械部品、油圧・原子力設備、合成化学製品、電子部品、その他各種製品の製造、輸入、販売、ならびに据付工事などを手掛けています。同社は、シール事業、電子部品事業、その他の各セグメントを通じて事業を展開しています。 同社は、機械内部での油、液体、ガスの漏れを防ぐために使用されるオイルシール、Oリング、パッキン、ガスケットなどのシール製品、自動車のクランクシャフトの振動を低減するダンパーや、プロペラシャフトの振動を吸収・隔離するセンターベアリングサポートからなる振動・騒音制御ソリューション、およびその他の製品を提供している。 また、フレキシブルプリント回路(FPC)も提供しており、その製品群には、フレキシブル電波吸収型、ハイパーフレキシブル型、超微細ピッチ型、自動車用、透明型、伸縮性型、ヒーター内蔵型、超薄型、およびガスケット一体型FPCなどが含まれる。 さらに、同社は、オイル、コーティング、グリースを含む潤滑剤シリーズ、およびシール材、ホース、接着剤からなる産業用部品向けアクリルエラストマーも提供しています。 同社の製品は、自動車、建設機械、農業機械、鉄道車両、製鉄所、産業用ロボット、航空機、船舶、事務機器、家電製品、スマートフォン、HDD、デジタルカメラ、メディアプレーヤー、ゲーム機、医療・ヘルスケア機器、その他の産業に利用されています。NOK株式会社は1939年に設立され、本社は日本の港区にあります。もっと見るNOK Corporation 基礎のまとめNOK の収益と売上を時価総額と比較するとどうか。7240 基礎統計学時価総額JP¥491.26b収益(TTM)JP¥49.68b売上高(TTM)JP¥747.81b9.9xPER(株価収益率0.7xP/Sレシオ7240 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7240 損益計算書(TTM)収益JP¥747.81b売上原価JP¥613.74b売上総利益JP¥134.07bその他の費用JP¥84.39b収益JP¥49.68b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益(EPS)311.29グロス・マージン17.93%純利益率6.64%有利子負債/自己資本比率9.7%7240 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4.5%現在の配当利回り42%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2026/08/12 17:49終値2026/08/12 00:00収益2026/06/30年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋NOK Corporation 4 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Takashi EnomotoBofA Global ResearchTakayuki NaitoCitigroup IncShiro SakamakiDaiwa Securities Co. Ltd.13 その他のアナリストを表示
お知らせ • Aug 07NOK Corporation (TSE:7240) announces an Equity Buyback for 3,800,000 shares, representing 2.36% for ¥11,327.8 million.NOK Corporation (TSE:7240) announces a share repurchase program. Under the program, the company will repurchase up to 3,800,000 shares, representing 3.02% of its share capital, for ¥11,327.8 million. The purpose of the program is to improve capital efficiency and corporate value based on its capital allocation policy. The shares will be repurchased at ¥2,981 per share. As of June 30, 2026, the company had 160,902,857 shares in issue (excluding treasury stock) and 233 shares in treasury.
Reported Earnings • Aug 07First quarter 2027 earnings released: EPS: JP¥56.99 (vs JP¥35.11 in 1Q 2026)First quarter 2027 results: EPS: JP¥56.99 (up from JP¥35.11 in 1Q 2026). Revenue: JP¥181.2b (up 5.5% from 1Q 2026). Net income: JP¥9.08b (up 58% from 1Q 2026). Profit margin: 5.0% (up from 3.3% in 1Q 2026). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Board Change • Jul 23Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent External Director Atsushi Kajitani 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.
Major Estimate Revision • Jun 26Consensus EPS estimates increase by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥744.0b to JP¥753.1b. EPS estimate increased from JP¥234 to JP¥295 per share. Net income forecast to grow 1.1% next year vs 1.0% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥3,000 to JP¥3,100. Share price fell 2.2% to JP¥2,903 over the past week.
お知らせ • Jun 26NOK Corporation to Report Q1, 2027 Results on Aug 06, 2026NOK Corporation announced that they will report Q1, 2027 results on Aug 06, 2026
Major Estimate Revision • Jun 15Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate increased from JP¥207 to JP¥231. Revenue forecast steady at JP¥744.0b. Net income forecast to shrink 20% next year vs 0.7% growth forecast for Auto Components industry in Japan . Consensus price target up from JP¥2,892 to JP¥3,000. Share price was steady at JP¥2,948 over the past week.
お知らせ • Aug 07NOK Corporation (TSE:7240) announces an Equity Buyback for 3,800,000 shares, representing 2.36% for ¥11,327.8 million.NOK Corporation (TSE:7240) announces a share repurchase program. Under the program, the company will repurchase up to 3,800,000 shares, representing 3.02% of its share capital, for ¥11,327.8 million. The purpose of the program is to improve capital efficiency and corporate value based on its capital allocation policy. The shares will be repurchased at ¥2,981 per share. As of June 30, 2026, the company had 160,902,857 shares in issue (excluding treasury stock) and 233 shares in treasury.
Reported Earnings • Aug 07First quarter 2027 earnings released: EPS: JP¥56.99 (vs JP¥35.11 in 1Q 2026)First quarter 2027 results: EPS: JP¥56.99 (up from JP¥35.11 in 1Q 2026). Revenue: JP¥181.2b (up 5.5% from 1Q 2026). Net income: JP¥9.08b (up 58% from 1Q 2026). Profit margin: 5.0% (up from 3.3% in 1Q 2026). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Board Change • Jul 23Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent External Director Atsushi Kajitani 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.
Major Estimate Revision • Jun 26Consensus EPS estimates increase by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥744.0b to JP¥753.1b. EPS estimate increased from JP¥234 to JP¥295 per share. Net income forecast to grow 1.1% next year vs 1.0% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥3,000 to JP¥3,100. Share price fell 2.2% to JP¥2,903 over the past week.
お知らせ • Jun 26NOK Corporation to Report Q1, 2027 Results on Aug 06, 2026NOK Corporation announced that they will report Q1, 2027 results on Aug 06, 2026
Major Estimate Revision • Jun 15Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate increased from JP¥207 to JP¥231. Revenue forecast steady at JP¥744.0b. Net income forecast to shrink 20% next year vs 0.7% growth forecast for Auto Components industry in Japan . Consensus price target up from JP¥2,892 to JP¥3,000. Share price was steady at JP¥2,948 over the past week.
分析記事 • May 20We Think That There Are Some Issues For NOK (TSE:7240) Beyond Its Promising EarningsThe recent earnings posted by NOK Corporation ( TSE:7240 ) were solid, but the stock didn't move as much as we...
New Risk • May 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.9% 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.9% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • May 14Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥285 (up from JP¥185 in FY 2025). Revenue: JP¥738.4b (down 3.7% from FY 2025). Net income: JP¥46.3b (up 53% from FY 2025). Profit margin: 6.3% (up from 4.0% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 27%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13NOK Corporation, Annual General Meeting, Jun 25, 2026NOK Corporation, Annual General Meeting, Jun 25, 2026.
お知らせ • Mar 27NOK Corporation to Report Fiscal Year 2026 Results on May 13, 2026NOK Corporation announced that they will report fiscal year 2026 results on May 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥73.67 (vs JP¥93.56 in 3Q 2025)Third quarter 2026 results: EPS: JP¥73.67 (down from JP¥93.56 in 3Q 2025). Revenue: JP¥198.3b (up 1.5% from 3Q 2025). Net income: JP¥12.0b (down 21% from 3Q 2025). Profit margin: 6.1% (down from 7.8% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 05NOK (TSE:7240) Is Due To Pay A Dividend Of ¥65.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend on the 29th of June, with investors...
お知らせ • Feb 05NOK Corporation (TSE:7240) announces an Equity Buyback for 5,000,000 shares, representing 3.02% for ¥15,700 million.NOK Corporation (TSE:7240) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 3.02% of its share capital, for ¥15,700 million. The shares will be repurchased at ¥3,140 per share. As of December 31, 2025, the company had 165,702,690 shares in issue (excluding treasury stock) and no shares in treasury.
分析記事 • Jan 07NOK (TSE:7240) Will Pay A Dividend Of ¥65.00NOK Corporation ( TSE:7240 ) will pay a dividend of ¥65.00 on the 29th of June. This takes the dividend yield to 4.5...
お知らせ • Jan 07NOK Corporation to Report Q3, 2026 Results on Feb 05, 2026NOK Corporation announced that they will report Q3, 2026 results on Feb 05, 2026
分析記事 • Dec 25NOK (TSE:7240) Is Looking To Continue Growing Its Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Dec 06NOK (TSE:7240) Is Due To Pay A Dividend Of ¥65.00NOK Corporation ( TSE:7240 ) will pay a dividend of ¥65.00 on the 29th of June. This will take the dividend yield to an...
Declared Dividend • Dec 06First half dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 4.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 29NOK (TSE:7240) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥46.55 (vs JP¥39.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥46.55 (up from JP¥39.99 in 2Q 2025). Revenue: JP¥187.5b (down 8.7% from 2Q 2025). Net income: JP¥7.60b (up 15% from 2Q 2025). Profit margin: 4.1% (up from 3.2% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year and the company’s share price has also increased by 26% per year.
分析記事 • Nov 11An Intrinsic Calculation For NOK Corporation (TSE:7240) Suggests It's 34% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, NOK fair value estimate is JP¥3,946 NOK is estimated to be 34...
お知らせ • Oct 10SMBCCP No. 3 Fund L.P managed by SMBC Capital Partners Co., Ltd. entered into share transfer agreement to acquire SYNZTEC CO.,LTD. from NOK Corporation (TSE:7240).SMBCCP No. 3 Fund L.P managed by SMBC Capital Partners Co., Ltd. entered into share transfer agreement to acquire SYNZTEC CO.,LTD. from NOK Corporation (TSE:7240) on October 8, 2025. SMBC Capital Partners is acquiring 100 shares of SYNZTEC CO.,LTD. For the period ending March 31, 2025, SYNZTEC CO.,LTD. reported total revenue of ¥22.9 billion, EBIT of ¥1.83 billion and net income of ¥1.62 billion. As of March 31, 2025, SYNZTEC CO.,LTD. reported total assets of ¥22.25 billion and total common equity of ¥17.03 billion. The expected completion of the transaction is December 1, 2025.
お知らせ • Sep 23NOK Corporation to Report Q2, 2026 Results on Nov 10, 2025NOK Corporation announced that they will report Q2, 2026 results on Nov 10, 2025
分析記事 • Sep 22NOK's (TSE:7240) Dividend Will Be ¥55.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend on the 3rd of December, with...
分析記事 • Sep 08NOK (TSE:7240) Has Announced A Dividend Of ¥55.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend on the 3rd of December, with...
分析記事 • Aug 25NOK (TSE:7240) Is Due To Pay A Dividend Of ¥55.00NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend of ¥55.00 per share on the 3rd of December. This...
分析記事 • Aug 11NOK's (TSE:7240) Dividend Will Be ¥55.00NOK Corporation's ( TSE:7240 ) investors are due to receive a payment of ¥55.00 per share on 3rd of December. This...
Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥35.11 (vs JP¥42.62 in 1Q 2025)First quarter 2026 results: EPS: JP¥35.11 (down from JP¥42.62 in 1Q 2025). Revenue: JP¥171.9b (down 8.7% from 1Q 2025). Net income: JP¥5.73b (down 18% from 1Q 2025). Profit margin: 3.3% (down from 3.7% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year and the company’s share price has also increased by 26% per year.
分析記事 • Jul 27NOK's (TSE:7240) Dividend Will Be ¥55.00NOK Corporation's ( TSE:7240 ) investors are due to receive a payment of ¥55.00 per share on 3rd of December. This will...
分析記事 • Jul 12NOK (TSE:7240) Has Announced A Dividend Of ¥55.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend on the 3rd of December, with...
Declared Dividend • Jul 09Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 5.1%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jun 27NOK Corporation (TSE:7240) Full-Year Results: Here's What Analysts Are Forecasting For This YearIt's been a good week for NOK Corporation ( TSE:7240 ) shareholders, because the company has just released its latest...
Reported Earnings • Jun 27Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥185 (down from JP¥188 in FY 2024). Revenue: JP¥766.9b (up 2.2% from FY 2024). Net income: JP¥30.3b (down 4.1% from FY 2024). Profit margin: 4.0% (down from 4.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 4.2%. Revenue is forecast to stay flat during the next 3 years compared to a 2.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 26% per year.
お知らせ • Jun 21NOK Corporation to Report Q1, 2026 Results on Aug 05, 2025NOK Corporation announced that they will report Q1, 2026 results on Aug 05, 2025
Reported Earnings • May 19Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥185 (down from JP¥188 in FY 2024). Revenue: JP¥766.9b (up 2.2% from FY 2024). Net income: JP¥30.3b (down 4.1% from FY 2024). Profit margin: 4.0% (down from 4.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 4.2%. Revenue is forecast to stay flat during the next 3 years compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year and the company’s share price has also increased by 23% per year.
分析記事 • May 18Does NOK (TSE:7240) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • May 14NOK Corporation, Annual General Meeting, Jun 26, 2025NOK Corporation, Annual General Meeting, Jun 26, 2025.
分析記事 • Apr 21Returns On Capital Are Showing Encouraging Signs At NOK (TSE:7240)There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,838, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 7x in the Auto Components industry in Japan. Total returns to shareholders of 100% over the past three years.
分析記事 • Mar 25NOK (TSE:7240) Is Due To Pay A Dividend Of ¥50.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend of ¥50.00 per share on the 27th of...
お知らせ • Mar 25NOK Corporation to Report Fiscal Year 2025 Results on May 14, 2025NOK Corporation announced that they will report fiscal year 2025 results on May 14, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).
分析記事 • Mar 04Is There An Opportunity With NOK Corporation's (TSE:7240) 43% Undervaluation?Key Insights The projected fair value for NOK is JP¥3,946 based on 2 Stage Free Cash Flow to Equity NOK's JP¥2,268...
Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: JP¥93.56 (vs JP¥53.47 in 3Q 2024)Third quarter 2025 results: EPS: JP¥93.56 (up from JP¥53.47 in 3Q 2024). Revenue: JP¥195.4b (down 8.4% from 3Q 2024). Net income: JP¥15.3b (up 71% from 3Q 2024). Profit margin: 7.8% (up from 4.2% in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 23% per year.
分析記事 • Jan 13NOK (TSE:7240) Has Affirmed Its Dividend Of ¥50.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend of ¥50.00 per share on the 27th of...
お知らせ • Jan 03NOK Corporation to Report Q3, 2025 Results on Feb 05, 2025NOK Corporation announced that they will report Q3, 2025 results on Feb 05, 2025
分析記事 • Dec 30NOK (TSE:7240) Has Affirmed Its Dividend Of ¥50.00NOK Corporation ( TSE:7240 ) will pay a dividend of ¥50.00 on the 27th of June. The dividend yield will be 4.0% based...
分析記事 • Dec 04NOK (TSE:7240) Has Announced A Dividend Of ¥50.00NOK Corporation ( TSE:7240 ) will pay a dividend of ¥50.00 on the 27th of June. Based on this payment, the dividend...
Declared Dividend • Dec 04First half dividend of JP¥50.00 announcedDividend of JP¥50.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 4.4%, which is higher than the industry average of 2.7%. Sustainability & Growth The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • Nov 20Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥129 to JP¥142. Revenue forecast steady at JP¥739.1b. Net income forecast to shrink 18% next year vs 13% growth forecast for Auto Components industry in Japan . Consensus price target broadly unchanged at JP¥2,468. Share price was steady at JP¥2,273 over the past week.
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥39.99 (vs JP¥58.26 in 2Q 2024)Second quarter 2025 results: EPS: JP¥39.99 (down from JP¥58.26 in 2Q 2024). Revenue: JP¥205.5b (up 8.0% from 2Q 2024). Net income: JP¥6.59b (down 33% from 2Q 2024). Profit margin: 3.2% (down from 5.2% in 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.
分析記事 • Nov 07We Think NOK (TSE:7240) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Nov 07NOK Corporation (TSE:7240) announces an Equity Buyback for 2,000,000 shares, representing 1.19% for ¥4,512 million.NOK Corporation (TSE:7240) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 1.19% of its share capital, for ¥ 4,512 million. The shares will be repurchased at ¥2,256 per share. As of September 30, 2024, the company had 167,623,498 shares in issue (excluding treasury stock) and 5,515,039 shares in treasury.
お知らせ • Sep 26NOK Corporation to Report Q2, 2025 Results on Nov 07, 2024NOK Corporation announced that they will report Q2, 2025 results on Nov 07, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.5%).
分析記事 • Aug 26NOK (TSE:7240) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.3% 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
分析記事 • Jul 25NOK Corporation's (TSE:7240) Prospects Need A Boost To Lift SharesWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider NOK...
Declared Dividend • Jul 11Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 4.5%, which is higher than the industry average of 2.7%. Sustainability & Growth The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 9.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 26NOK Corporation to Report Q1, 2025 Results on Aug 02, 2024NOK Corporation announced that they will report Q1, 2025 results on Aug 02, 2024
分析記事 • May 21Investors Shouldn't Be Too Comfortable With NOK's (TSE:7240) EarningsLast week's profit announcement from NOK Corporation ( TSE:7240 ) was underwhelming for investors, despite headline...
Reported Earnings • May 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥188 (up from JP¥77.55 in FY 2023). Revenue: JP¥750.5b (up 5.7% from FY 2023). Net income: JP¥31.6b (up 137% from FY 2023). Profit margin: 4.2% (up from 1.9% in FY 2023). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15NOK Corporation, Annual General Meeting, Jun 26, 2024NOK Corporation, Annual General Meeting, Jun 26, 2024.
分析記事 • Apr 30Calculating The Intrinsic Value Of NOK Corporation (TSE:7240)Key Insights NOK's estimated fair value is JP¥1,985 based on 2 Stage Free Cash Flow to Equity NOK's JP¥2,288 share...
分析記事 • Apr 12Here's Why NOK (TSE:7240) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Mar 25NOK (TSE:7240) Is Due To Pay A Dividend Of ¥37.50The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend of ¥37.50 per share on the 1st of...
お知らせ • Mar 24NOK Corporation to Report Fiscal Year 2024 Results on May 13, 2024NOK Corporation announced that they will report fiscal year 2024 results on May 13, 2024
分析記事 • Mar 23Earnings Tell The Story For NOK Corporation (TSE:7240)There wouldn't be many who think NOK Corporation's ( TSE:7240 ) price-to-earnings (or "P/E") ratio of 16.8x is worth a...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.6%).
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥53.46 (vs JP¥19.54 in 3Q 2023)Third quarter 2024 results: EPS: JP¥53.46 (up from JP¥19.54 in 3Q 2023). Revenue: JP¥213.3b (up 14% from 3Q 2023). Net income: JP¥8.95b (up 168% from 3Q 2023). Profit margin: 4.2% (up from 1.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 24NOK Corporation to Report Q3, 2024 Results on Feb 02, 2024NOK Corporation announced that they will report Q3, 2024 results on Feb 02, 2024
Major Estimate Revision • Nov 24Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥119 to JP¥135. Revenue forecast steady at JP¥727.7b. Net income forecast to grow 60% next year vs 19% growth forecast for Auto Components industry in Japan. Consensus price target of JP¥2,136 unchanged from last update. Share price was steady at JP¥1,899 over the past week.
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥58.26 (vs JP¥47.23 in 2Q 2023)Second quarter 2024 results: EPS: JP¥58.26 (up from JP¥47.23 in 2Q 2023). Revenue: JP¥190.3b (flat on 2Q 2023). Net income: JP¥9.88b (up 22% from 2Q 2023). Profit margin: 5.2% (up from 4.2% in 2Q 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 09NOK Corporation (TSE:7240) announces an Equity Buyback for 7,000,000 shares, representing 4.04% for ¥10,000 million.NOK Corporation (TSE:7240) announces a share repurchase program. Under the program, the company will repurchase up to 7,000,000 shares, representing 4.04% of its share capital, for ¥10,000 million. The purpose of the program is to improve capital efficiency and corporate value. The program will expire on March 22, 2024. As of September 30, 2023, the company had 173,058,601 shares in issue (excluding treasury stock) and 79,936 shares in treasury.
お知らせ • Sep 24NOK Corporation to Report Q2, 2024 Results on Nov 08, 2023NOK Corporation announced that they will report Q2, 2024 results on Nov 08, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥37.50 per share at 3.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is on the higher end at 94%, and the cash payout ratio is above 100%. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).
Price Target Changed • Sep 13Price target increased by 7.2% to JP¥2,150Up from JP¥2,006, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of JP¥2,080. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥77.55 last year.
Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥13.55 (vs JP¥11.87 in 1Q 2023)First quarter 2024 results: EPS: JP¥13.55 (up from JP¥11.87 in 1Q 2023). Revenue: JP¥164.0b (up 1.8% from 1Q 2023). Net income: JP¥2.30b (up 12% from 1Q 2023). Profit margin: 1.4% (up from 1.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jul 20Price target increased by 9.3% to JP¥1,920Up from JP¥1,757, the current price target is an average from 7 analysts. New target price is 8.0% below last closing price of JP¥2,088. Stock is up 70% over the past year. The company is forecast to post earnings per share of JP¥123 for next year compared to JP¥77.55 last year.
お知らせ • Jun 26NOK Corporation to Report Q1, 2024 Results on Aug 02, 2023NOK Corporation announced that they will report Q1, 2024 results on Aug 02, 2023
Price Target Changed • May 29Price target increased by 10% to JP¥1,757Up from JP¥1,590, the current price target is an average from 6 analysts. New target price is 6.2% below last closing price of JP¥1,873. Stock is up 60% over the past year. The company is forecast to post earnings per share of JP¥124 for next year compared to JP¥77.55 last year.
Price Target Changed • May 13Price target increased by 11% to JP¥1,590Up from JP¥1,432, the current price target is an average from 6 analysts. New target price is 12% below last closing price of JP¥1,798. Stock is up 59% over the past year. The company is forecast to post earnings per share of JP¥122 for next year compared to JP¥77.55 last year.
お知らせ • May 12NOK Corporation, Annual General Meeting, Jun 28, 2023NOK Corporation, Annual General Meeting, Jun 28, 2023.
Reported Earnings • May 12Full year 2023 earnings: EPS in line with expectations, revenues disappointFull year 2023 results: EPS: JP¥77.55 (down from JP¥149 in FY 2022). Revenue: JP¥710.0b (up 4.0% from FY 2022). Net income: JP¥13.3b (down 48% from FY 2022). Profit margin: 1.9% (down from 3.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. 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 Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,779, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 81% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,007 per share.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 50% but the company is paying out more than the cash it is generating. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).
Major Estimate Revision • Mar 03Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥113 to JP¥100 per share. Revenue forecast steady at JP¥737.9b. Net income forecast to grow 9.1% next year vs 26% growth forecast for Auto Components industry in Japan. Consensus price target broadly unchanged at JP¥1,357. Share price was steady at JP¥1,351 over the past week.
Major Estimate Revision • Feb 18Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥126 to JP¥113 per share. Revenue forecast steady at JP¥742.4b. Net income forecast to grow 15% next year vs 25% growth forecast for Auto Components industry in Japan. Consensus price target of JP¥1,348 unchanged from last update. Share price rose 3.8% to JP¥1,264 over the past week.
Reported Earnings • Feb 04Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥19.54 (down from JP¥33.98 in 3Q 2022). Revenue: JP¥187.4b (up 3.1% from 3Q 2022). Net income: JP¥3.34b (down 43% from 3Q 2022). Profit margin: 1.8% (down from 3.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 8.1%. Earnings per share (EPS) also missed analyst estimates by 40%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Feb 04NOK Corporation Provides Dividend Guidance for Fiscal Year Ending March 31, 2023NOK Corporation provided dividend guidance for fiscal year ending March 31, 2023. For the year end, the company expects to pay dividend of JPY 25 per share against JPY 35 per share a year ago.
お知らせ • Feb 03NOK Corporation Provides Consolidated Earnings Guidance for the Quarter Ending March 2023NOK Corporation provided consolidated earnings guidance for the quarter ending March 2023. For the period, the company expects net sales of JPY 717,400 million, operating profit of JPY 13,700 million, profit attributable to owners of parent of JPY 10,500 million, basic earnings per share of JPY 61.01 per basic share.
お知らせ • Dec 26NOK Corporation to Report Q3, 2023 Results on Feb 03, 2023NOK Corporation announced that they will report Q3, 2023 results on Feb 03, 2023
Buying Opportunity • Dec 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.6%. The fair value is estimated to be JP¥1,528, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 8.8% per annum over the same time period.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Outside Director Makoto Fujioka was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥47.23 (vs JP¥35.59 in 2Q 2022)Second quarter 2023 results: EPS: JP¥47.23 (up from JP¥35.59 in 2Q 2022). Revenue: JP¥191.7b (up 14% from 2Q 2022). Net income: JP¥8.13b (up 32% from 2Q 2022). Profit margin: 4.2% (up from 3.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.