AGC（5201）株式概要
AGC Inc.は、建築用ガラス、エレクトロニクス、化学品、自動車、セラミックスを世界的に製造・販売している。 詳細
5201 Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
AGC Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | JP¥7,735.00 |
| 52週高値 | JP¥8,315.00 |
| 52週安値 | JP¥4,180.00 |
| ベータ | 0.39 |
| 1ヶ月の変化 | 38.77% |
| 3ヶ月変化 | 24.50% |
| 1年変化 | 80.30% |
| 3年間の変化 | 48.41% |
| 5年間の変化 | 60.14% |
| IPOからの変化 | 28.92% |
最新ニュース
Recent updates
新しいナラティブ • May 24
Rising Semiconductor Dependence And Cost Pressures Will Weaken Margins Over Time
Catalysts About AGC AGC is a diversified materials company with operations in glass, electronics, chemicals and life science related businesses. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Apr 24
5201: Governance Shift And 2026 Outlook Will Support Measured Fair Share Pricing
Analysts have nudged their price target for AGC to ¥5,883.75, a modest adjustment that reflects slightly updated assumptions around discount rate, revenue growth, profit margin and future P/E while keeping their overall valuation view intact. What's in the News AGC issued consolidated earnings guidance for the first half of 2026, with expected net sales of ¥1,070,000 million and operating profit of ¥60,000 million for the period ending June 30, 2026 (company guidance).ナラティブの更新 • Apr 10
5201: Governance Shift And 2026 Earnings Guidance Will Support Fair Share Pricing
The analyst price target for AGC has been revised to ¥5,883.75. The modest adjustment reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E that analysts see as better aligning the valuation with current risk and return expectations.ナラティブの更新 • Mar 27
5201: Governance Changes And 2026 Earnings Guidance Will Keep Shares Fairly Priced
Analysts have adjusted AGC's fair value estimate from ¥5,946.25 to ¥5,883.75. This change reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.ナラティブの更新 • Mar 12
5201: Governance Shift And Earnings Outlook Will Keep Shares Fairly Priced
Analysts have raised their price target on AGC from ¥5,608.75 to ¥5,946.25, citing updated assumptions related to revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News The Board of Directors meeting on February 6, 2026 resolved to propose partial amendments to the Articles of Incorporation at the March 27, 2026 Annual General Meeting of Shareholders, with the aim of transitioning AGC to a Company with Audit and Supervisory Committee (Key Developments).ナラティブの更新 • Feb 24
5201: Governance Overhaul And CFO Exit Will Keep Shares Looking Expensive
The analyst price target for AGC has shifted from ¥5,540 to ¥5,608.75, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that analysts now factor into their models. What's in the News On February 6, 2026, the Board of Directors resolved to propose amendments to the Articles of Incorporation to transition AGC to a Company with Audit and Supervisory Committee, subject to approval at the 101st Annual General Meeting of Shareholders on March 27, 2026 (company announcement).
新しいナラティブ • Feb 20
Semiconductor And Mobility Trends Will Support Long-Term Demand For Advanced Materials
Catalysts About AGC AGC is a global materials company with businesses in glass, chemicals, electronics and life sciences. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Feb 09
5201: Governance Shift And Biologics Deals Will Leave Shares Looking Expensive
Analysts have lifted their price target on AGC from $5,327.50 to $5,540.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E as key inputs to the revised valuation. What's in the News AGC issued consolidated earnings guidance for the first half of 2026, with expected net sales of JPY 1,070,000 million and operating profit of JPY 60,000 million for the period ending June 30, 2026 (company guidance).ナラティブの更新 • Jan 26
5201: Governance Changes And Biologics Partnerships Will Support Steady Long Term Outlook
Analysts have modestly adjusted their price target on AGC to $5,327.50. This reflects small tweaks to assumptions on the discount rate, long term revenue growth, profit margin, and future P/E expectations.ナラティブの更新 • Jan 11
5201: Governance Shift And Biologics Partnerships Will Gradually Support Balanced Outlook
Analysts now place AGC's fair value at US$5,327.50, up modestly from US$5,302.50. This reflects slightly higher assumptions for revenue growth, profit margin and future P/E.ナラティブの更新 • Dec 27
5201: Governance Overhaul And Biologics Pipeline Will Steadily Shape Future Performance
Narrative Update on Analyst Price Target Analysts have modestly lifted their price target for AGC to $5,302.50, reflecting slight improvements in the company’s discount rate assumptions and long term profitability outlook. What's in the News AGC Inc.ナラティブの更新 • Dec 13
5201: Governance Shifts And Biologics Alliances Will Shape Future Performance
Analysts have modestly raised their price target on AGC to align with a fair value of $5,302.50. This reflects slightly higher assumptions for the discount rate and future earnings multiple, while keeping long term growth and margin expectations largely unchanged.ナラティブの更新 • Nov 28
5201: Earnings Outlook And Executive Changes Will Shape 2025 Performance
The analyst price target for AGC has increased by $337.50 to $5,302.50, as analysts revise their valuation based on updated financial metrics and outlook. What's in the News AGC Biologics announced a partnership with Repair Biotechnologies to develop a novel mRNA therapy aimed at reducing atherosclerotic plaques, addressing a leading cause of human mortality (Key Developments).ナラティブの更新 • Nov 14
5201: Revenue Stability And Leadership Shifts Will Define 2025 Outlook
Analysts have raised their price target for AGC from $4,883.75 to $4,965.00, citing modest improvements in expected revenue growth and profit margins. What's in the News AGC Inc.分析記事 • Nov 07
Earnings Update: AGC Inc. (TSE:5201) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts
Investors in AGC Inc. ( TSE:5201 ) had a good week, as its shares rose 6.4% to close at JP¥5,129 following the release...ナラティブの更新 • Oct 31
5201: Panel Manufacturing Advances And Steady Metrics Will Shape Market Direction
Narrative Update on AGC: Analyst Price Target Change Analysts have maintained AGC's fair value estimate at $4,883.75, citing only minimal adjustments to key model inputs and reaffirming their previous outlook for the company. What's in the News AGC joined the 'JOINT3' consortium of 27 global companies, led by Resonac Corporation, to co-develop panel-level organic interposer technology and establish a prototype production line scheduled to begin operations in 2026 (Key Developments).分析記事 • Oct 22
Is AGC (TSE:5201) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...ナラティブの更新 • Oct 17
Architectural Glass And Chemical Capacity Will Redefine Markets
Analyst Price Target for AGC Adjusted Slightly Amid Unchanged Fair Value Outlook Analysts have made a marginal downward revision to AGC's price target, now set at $4,883.75. This adjustment comes in response to minimal changes in the company’s underlying growth assumptions and profitability metrics.ナラティブの更新 • Oct 03
Architectural Glass And Chemical Capacity Will Redefine Markets
Analysts have raised AGC's price target from $4,758.75 to $4,883.75, citing minor adjustments to their growth and profitability assumptions that have led to a slightly higher valuation. What's in the News Resonac Corporation established the ‘JOINT3’ consortium with 26 other global leaders, including AGC, to develop advanced panel-level organic interposer technology for next-generation semiconductor packaging.分析記事 • Sep 02
AGC's (TSE:5201) Returns On Capital Are Heading Higher
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...ナラティブの更新 • Aug 28
Architectural Glass And Chemical Capacity Will Redefine Markets
With no change in AGC’s consensus analyst price target, discount rate, or future P/E, analysts have maintained their fair value estimate at ¥4759. What's in the News AGC revised down full-year guidance citing production issues in biopharmaceuticals CDMO, lower PVC prices, semiconductor-related product weakness, and impairment losses from structural reforms in Colorado, reducing net sales, operating profit, and profit forecasts.分析記事 • Aug 11
AGC's (TSE:5201) Earnings Offer More Than Meets The Eye
AGC Inc.'s ( TSE:5201 ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...新しいナラティブ • Aug 03
Architectural Glass And Chemical Capacity Will Redefine Markets
Advancements in product offerings, manufacturing expansion, and strategic exits are set to improve AGC's margins, profitability, and growth capacity across core business segments.分析記事 • Jul 18
Is AGC (TSE:5201) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jun 25
AGC (TSE:5201) Has Affirmed Its Dividend Of ¥105.00
AGC Inc.'s ( TSE:5201 ) investors are due to receive a payment of ¥105.00 per share on 8th of September. This makes the...分析記事 • Jun 10
AGC (TSE:5201) Will Pay A Dividend Of ¥105.00
The board of AGC Inc. ( TSE:5201 ) has announced that it will pay a dividend of ¥105.00 per share on the 8th of...株主還元
| 5201 | JP Building | JP 市場 | |
|---|---|---|---|
| 7D | 11.5% | 2.3% | 1.4% |
| 1Y | 80.3% | 46.3% | 43.3% |
業界別リターン: 5201過去 1 年間で46.3 % の収益を上げたJP Building業界を上回りました。
リターン対市場: 5201過去 1 年間で43.3 % の収益を上げたJP市場を上回りました。
価格変動
| 5201 volatility | |
|---|---|
| 5201 Average Weekly Movement | 6.8% |
| Building Industry Average Movement | 4.3% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in JP Market | 9.3% |
| 10% least volatile stocks in JP Market | 2.4% |
安定した株価: 5201の株価は、 JP市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: 5201の weekly volatility ( 7% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1907 | 52,896 | Yoshinori Hirai | www.agc.com |
AGC Inc.は、建築用ガラス、エレクトロニクス、化学製品、自動車用ガラス、セラミックスを世界各国で製造・販売している。同社は、断熱ガラス、合わせガラス、網入りガラス、強化ガラス、ソーラーコントロールガラス、遮音ガラス、装飾ガラス、フロートガラス、パターンガラス、工業用ガラスなどの建築用ガラス製品、構造用グレージングシステム、工業用ガラス、ディスプレイ、センサー、コネクテッドドライブ、窓、列車用の自動車用ガラス、薄膜トランジスタ液晶ディスプレイやOLEDに使用されるガラス基板を提供している。また、合成石英ガラス、炭化ケイ素、CMPスラリー、ガラス貫通ビア、半導体パッケージや陽極接合用ガラス基板、工業用PTFE複合材料、銅張積層板、高屈折率ガラス、DOE拡散板、波長板、IRカットフィルター、非球面ガラスレンズ、マイクロレンズアレイ、透過型回折格子などの光学材料も提供しています；反射防止フィルム、ビームスプリッター、干渉フィルターなどの光学フィルム、気密封止用ガラスフリット、ペースト、蓋、組織培養製品、実験用ガラス器具、ホウケイ酸ガラス管・棒、耐熱ガラス器具。また、クロルアルカリ、ポリウレタン、フッ素、特殊化学製品、炉やファインセラミックス用の高断熱セラミックウォール、半導体製造装置やプラスチック光ファイバー用の耐プラズマコーティングも提供している。さらに、医薬・農薬部品の受託開発・製造サービスも提供している。旧社名は旭硝子株式会社で、2018年7月にAGC株式会社に社名変更した。AGC株式会社は1907年に設立され、千代田区に本社を置いている。
AGC Inc. 基礎のまとめ
| 5201 基礎統計学 | |
|---|---|
| 時価総額 | JP¥1.72t |
| 収益（TTM） | JP¥85.36b |
| 売上高(TTM) | JP¥2.10t |
19.2x
PER（株価収益率0.8x
P/Sレシオ5201 は割高か？
公正価値と評価分析を参照収益と収入
| 5201 損益計算書（TTM） | |
|---|---|
| 収益 | JP¥2.10t |
| 売上原価 | JP¥1.58t |
| 売上総利益 | JP¥514.30b |
| その他の費用 | JP¥428.94b |
| 収益 | JP¥85.36b |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 04, 2026
| 一株当たり利益（EPS） | 401.90 |
| グロス・マージン | 24.52% |
| 純利益率 | 4.07% |
| 有利子負債／自己資本比率 | 40.9% |
5201 の長期的なパフォーマンスは？
過去の実績と比較を見る| AGC 配当日 | |
|---|---|
| 配当落ち日 | Jun 29 2026 |
| 配当支払日 | Sep 08 2026 |
| 配当落ちまでの日数 | 23 days |
| 配当支払日までの日数 | 94 days |
5201 配当は確実ですか？
5201 配当履歴とベンチマークを見る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 | 2026/06/05 15:07 |
| 終値 | 2026/06/05 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
AGC Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22
| アナリスト | 機関 |
|---|---|
| Eric Lee | Barclays |
| Timothy Luke | Barclays |
| Alberto Moel | Bernstein |