SWCC（5805）株式概要SWCC株式会社は、その子会社とともに、エネルギー、インフラストラクチャー、通信部品を日本国内および海外で製造・販売している。 詳細5805 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長2/6過去の実績5/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より21%で取引されている 収益は年間10.19%増加すると予測されています 過去1年間で収益は65.3%増加しました 2.33%の安定した配当金を支払う アナリストらは、株価が63.7%上昇するだろうとほぼ一致している。 リスク分析JP市場と比較して、過去 3 か月間の株価の変動が非常に大きいすべてのリスクチェックを見る5805 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW493,723 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG493,723 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥10.70k9.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-9b369b2016201920222025202620282031Revenue JP¥368.7bEarnings JP¥25.0bAdvancedSet Fair ValueView all narrativesSWCC Corporation 競合他社UshioSymbol: TSE:6925Market cap: JP¥303.4bMabuchi MotorSymbol: TSE:6592Market cap: JP¥397.1bNitto KogyoSymbol: TSE:6651Market cap: JP¥165.4bSanyo DenkiSymbol: TSE:6516Market cap: JP¥193.6b価格と性能株価の高値、安値、推移の概要SWCC過去の株価現在の株価JP¥10,750.0052週高値JP¥19,570.0052週安値JP¥7,000.00ベータ0.811ヶ月の変化-25.19%3ヶ月変化-31.70%1年変化27.37%3年間の変化450.15%5年間の変化501.90%IPOからの変化56.48%最新ニュースBuy Or Sell Opportunity • Jul 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to JP¥10,520. The fair value is estimated to be JP¥13,532, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.ライブニュース • Jun 23SWCC Delivers Record Profits on Strong Power Infrastructure and Telecom Cable GrowthSWCC reported record-high profits for the fiscal year ending March 2026, supported by strong performance in its core power infrastructure and telecommunications cable businesses. The profit result is a materially positive signal for SWCC’s operations, suggesting its main business lines are contributing meaningfully to earnings rather than one-off items. SWCC’s share price is ¥14,290, with the stock up 30.4% year to date, indicating the market has already priced in a sizeable improvement over recent months. This profit milestone points to an operating base that may now be larger and more resilient. However, it also raises the bar for future results. The key risk for investors is that expectations embedded in the share price outpace what SWCC’s power and telecom cable businesses can consistently deliver.Buy Or Sell Opportunity • Jun 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.2% to JP¥14,440. The fair value is estimated to be JP¥11,994, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.お知らせ • Jun 09SWCC Corporation to Report Q1, 2027 Results on Aug 07, 2026SWCC Corporation announced that they will report Q1, 2027 results on Aug 07, 2026Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥13,230, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Electrical industry in Japan. Total returns to shareholders of 658% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,212 per share.Buy Or Sell Opportunity • May 25Now 20% overvaluedOver the last 90 days, the stock has fallen 6.2% to JP¥14,430. The fair value is estimated to be JP¥12,013, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 9.3% per annum over the same time period.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • Jul 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to JP¥10,520. The fair value is estimated to be JP¥13,532, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.ライブニュース • Jun 23SWCC Delivers Record Profits on Strong Power Infrastructure and Telecom Cable GrowthSWCC reported record-high profits for the fiscal year ending March 2026, supported by strong performance in its core power infrastructure and telecommunications cable businesses. The profit result is a materially positive signal for SWCC’s operations, suggesting its main business lines are contributing meaningfully to earnings rather than one-off items. SWCC’s share price is ¥14,290, with the stock up 30.4% year to date, indicating the market has already priced in a sizeable improvement over recent months. This profit milestone points to an operating base that may now be larger and more resilient. However, it also raises the bar for future results. The key risk for investors is that expectations embedded in the share price outpace what SWCC’s power and telecom cable businesses can consistently deliver.Buy Or Sell Opportunity • Jun 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.2% to JP¥14,440. The fair value is estimated to be JP¥11,994, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.お知らせ • Jun 09SWCC Corporation to Report Q1, 2027 Results on Aug 07, 2026SWCC Corporation announced that they will report Q1, 2027 results on Aug 07, 2026Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥13,230, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Electrical industry in Japan. Total returns to shareholders of 658% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,212 per share.Buy Or Sell Opportunity • May 25Now 20% overvaluedOver the last 90 days, the stock has fallen 6.2% to JP¥14,430. The fair value is estimated to be JP¥12,013, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 9.3% per annum over the same time period.分析記事 • May 21Additional Considerations Required While Assessing SWCC's (TSE:5805) Strong EarningsLast week's profit announcement from SWCC Corporation ( TSE:5805 ) was underwhelming for investors, despite headline...分析記事 • May 18SWCC Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearSWCC Corporation ( TSE:5805 ) defied analyst predictions to release its annual results, which were ahead of market...Reported Earnings • May 17Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥636 (up from JP¥386 in FY 2025). Revenue: JP¥277.7b (up 17% from FY 2025). Net income: JP¥18.8b (up 65% from FY 2025). Profit margin: 6.8% (up from 4.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 101% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 14SWCC Corporation, Annual General Meeting, Jun 25, 2026SWCC Corporation, Annual General Meeting, Jun 25, 2026.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥18,360, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 20x in the Electrical industry in Japan. Total returns to shareholders of 948% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,051 per share.Buy Or Sell Opportunity • Apr 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to JP¥15,690. The fair value is estimated to be JP¥12,984, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.お知らせ • Apr 08SWCC Corporation to Report Fiscal Year 2026 Results on May 14, 2026SWCC Corporation announced that they will report fiscal year 2026 results at 2:00 PM, Tokyo Standard Time on May 14, 2026New Risk • Apr 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Upcoming Dividend • Mar 23Upcoming dividend of JP¥110 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥17,210, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 19x in the Electrical industry in Japan. Total returns to shareholders of 879% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥11,275 per share.Price Target Changed • Feb 21Price target increased by 12% to JP¥12,986Up from JP¥11,550, the current price target is an average from 5 analysts. New target price is 9.3% below last closing price of JP¥14,310. Stock is up 131% over the past year. The company is forecast to post earnings per share of JP¥567 for next year compared to JP¥386 last year.分析記事 • Feb 11SWCC Corporation's (TSE:5805) P/E Is Still On The Mark Following 26% Share Price BounceThe SWCC Corporation ( TSE:5805 ) share price has done very well over the last month, posting an excellent gain of 26...Reported Earnings • Feb 10Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥184 (up from JP¥141 in 3Q 2025). Revenue: JP¥73.2b (up 20% from 3Q 2025). Net income: JP¥5.45b (up 31% from 3Q 2025). Profit margin: 7.4% (up from 6.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 94% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Feb 09Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 67% to JP¥13,310. The fair value is estimated to be JP¥10,865, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥13,310, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Electrical industry in Japan. Total returns to shareholders of 693% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥10,865 per share.分析記事 • Dec 28SWCC's (TSE:5805) Shareholders Will Receive A Bigger Dividend Than Last YearSWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...お知らせ • Dec 28SWCC Corporation to Report Q3, 2026 Results on Feb 09, 2026SWCC Corporation announced that they will report Q3, 2026 results at 2:00 PM, Tokyo Standard Time on Feb 09, 2026分析記事 • Dec 22Does SWCC (TSE:5805) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Dec 07SWCC (TSE:5805) Is Increasing Its Dividend To ¥110.00SWCC Corporation's ( TSE:5805 ) dividend will be increasing from last year's payment of the same period to ¥110.00 on...Declared Dividend • Dec 06First half dividend of JP¥110 announcedShareholders will receive a dividend of JP¥110. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 34% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Nov 29Price target increased by 7.9% to JP¥10,275Up from JP¥9,525, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥10,660. Stock is up 42% over the past year. The company is forecast to post earnings per share of JP¥547 for next year compared to JP¥386 last year.お知らせ • Nov 28SWCC Corporation (TSE:5805) agreed to acquire remaining 20% stake in Showa Furukawa Cable Co., Ltd. from Furukawa Electric Co., Ltd. (TSE:5801).SWCC Corporation (TSE:5805) agreed to acquire remaining 20% stake in Showa Furukawa Cable Co., Ltd. from Furukawa Electric Co., Ltd. (TSE:5801) on November 27, 2025. Upon completion, SWCC Corporation will own 100% stake in Showa Furukawa Cable Co., Ltd. As of March 31, 2025, Showa Furukawa Cable Co., Ltd. reported total assets of ¥25.44 billion and total common equity of ¥7.02 billion. The expected completion of the transaction is March 31, 2026.分析記事 • Nov 19SWCC's (TSE:5805) Earnings Are Weaker Than They SeemSWCC Corporation ( TSE:5805 ) just reported some strong earnings, and the market reacted accordingly with a healthy...分析記事 • Nov 15Earnings Beat: SWCC Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsA week ago, SWCC Corporation ( TSE:5805 ) came out with a strong set of half-year numbers that could potentially lead...Reported Earnings • Nov 15Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥145 (up from JP¥21.99 in 2Q 2025). Revenue: JP¥66.7b (up 10% from 2Q 2025). Net income: JP¥4.28b (up JP¥3.63b from 2Q 2025). Profit margin: 6.4% (up from 1.1% in 2Q 2025). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Nov 14SWCC Corporation's (TSE:5805) P/E Is Still On The Mark Following 48% Share Price BounceSWCC Corporation ( TSE:5805 ) shareholders would be excited to see that the share price has had a great month, posting...New Risk • Nov 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risks High level of debt (46% net debt to equity). Dividend is not well covered by cash flows (96% cash payout ratio). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥9,450, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Electrical industry in Japan. Total returns to shareholders of 540% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥9,129 per share.分析記事 • Oct 30Estimating The Intrinsic Value Of SWCC Corporation (TSE:5805)Key Insights The projected fair value for SWCC is JP¥9,003 based on 2 Stage Free Cash Flow to Equity With JP¥7,550...Buy Or Sell Opportunity • Oct 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥7,070. The fair value is estimated to be JP¥9,073, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 5.4%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Buy Or Sell Opportunity • Oct 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.0% to JP¥7,540. The fair value is estimated to be JP¥9,543, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 5.4%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Upcoming Dividend • Sep 22Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 35% and the cash payout ratio is 96%. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).分析記事 • Sep 03SWCC (TSE:5805) Has Announced A Dividend Of ¥80.00The board of SWCC Corporation ( TSE:5805 ) has announced that it will pay a dividend of ¥80.00 per share on the 3rd of...お知らせ • Sep 02SWCC Corporation to Report Q2, 2026 Results on Nov 12, 2025SWCC Corporation announced that they will report Q2, 2026 results on Nov 12, 2025分析記事 • Aug 26These 4 Measures Indicate That SWCC (TSE:5805) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Board Change • Aug 09Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Takashi Mukuno was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.分析記事 • Jul 23SWCC (TSE:5805) Has Announced A Dividend Of ¥80.00The board of SWCC Corporation ( TSE:5805 ) has announced that it will pay a dividend of ¥80.00 per share on the 3rd of...分析記事 • Jul 09SWCC (TSE:5805) Has Announced A Dividend Of ¥80.00The board of SWCC Corporation ( TSE:5805 ) has announced that it will pay a dividend on the 3rd of December, with...Declared Dividend • Jul 09Final dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 34% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 29Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥386 (up from JP¥297 in FY 2024). Revenue: JP¥237.9b (up 11% from FY 2024). Net income: JP¥11.4b (up 29% from FY 2024). Profit margin: 4.8% (up from 4.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 13SWCC Corporation to Report Q1, 2026 Results on Aug 08, 2025SWCC Corporation announced that they will report Q1, 2026 results on Aug 08, 2025分析記事 • May 20SWCC (TSE:5805) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfSWCC Corporation's ( TSE:5805 ) robust earnings report didn't manage to move the market for its stock. Our analysis...分析記事 • May 16Analyst Estimates: Here's What Brokers Think Of SWCC Corporation (TSE:5805) After Its Yearly ReportThe full-year results for SWCC Corporation ( TSE:5805 ) were released last week, making it a good time to revisit its...Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥386 (up from JP¥297 in FY 2024). Revenue: JP¥237.9b (up 11% from FY 2024). Net income: JP¥11.4b (up 29% from FY 2024). Profit margin: 4.8% (up from 4.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13+ 2 more updatesSWCC Corporation, Annual General Meeting, Jun 25, 2025SWCC Corporation, Annual General Meeting, Jun 25, 2025.分析記事 • May 07Earnings Tell The Story For SWCC Corporation (TSE:5805) As Its Stock Soars 26%SWCC Corporation ( TSE:5805 ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...Buy Or Sell Opportunity • May 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥6,460. The fair value is estimated to be JP¥8,204, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 4.8%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.分析記事 • Apr 11SWCC (TSE:5805) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.6% average weekly change). Minor Risks Dividend is not well covered by cash flows (96% cash payout ratio). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥5,100, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Electrical industry in Japan. Total returns to shareholders of 224% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥8,230 per share.Buy Or Sell Opportunity • Mar 31Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥6,190. The fair value is estimated to be JP¥8,070, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 4.8%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.お知らせ • Mar 29SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. Completed the acquisition of TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG).SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. agreed to acquire TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) on February 21, 2025. A cash consideration of ¥14.4 billion will be paid by SWCC Corporation. As part of consideration, ¥14.4 billion is paid towards common equity of TOTOKU ELECTRIC CO., LTD. The expected completion of the transaction is March 31, 2025. SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. Completed the acquisition of TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) on March 27, 2025. Nishimura & Asahi acted as Legal advisor to The Carlyle Group Inc. (NasdaqGS:CG).分析記事 • Mar 26SWCC's (TSE:5805) Dividend Will Be Increased To ¥70.00SWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...お知らせ • Mar 26SWCC Corporation to Report Fiscal Year 2025 Results on May 13, 2025SWCC Corporation announced that they will report fiscal year 2025 results on May 13, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 30% and the cash payout ratio is 96%. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.9%).分析記事 • Mar 08Why We're Not Concerned Yet About SWCC Corporation's (TSE:5805) 26% Share Price PlungeThe SWCC Corporation ( TSE:5805 ) share price has fared very poorly over the last month, falling by a substantial 26...Major Estimate Revision • Feb 28Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥438 to JP¥386 per share. Revenue forecast steady at JP¥237.0b. Net income forecast to grow 46% next year vs 2.3% growth forecast for Electrical industry in Japan. Consensus price target of JP¥8,975 unchanged from last update. Share price fell 2.4% to JP¥6,040 over the past week.お知らせ • Feb 22SWCC Corporation (TSE:5805) agreed to acquire 51% stake in TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) for ¥14.4 billion.SWCC Corporation (TSE:5805) agreed to acquire 51% stake in TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) for ¥14.4 billion on February 21, 2025. A cash consideration of ¥14.4 billion will be paid by SWCC Corporation. As part of consideration, ¥14.4 billion is paid towards common equity of TOTOKU ELECTRIC CO., LTD. In related transaction Development Bank of Japan entered into signed a shareholders agreement to acquire 49% stake in TOTOKU ELECTRIC CO., LTD. The expected completion of the transaction is March 31, 2025.分析記事 • Feb 22SWCC (TSE:5805) Is Increasing Its Dividend To ¥70.00SWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...New Risk • Feb 19New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 96% Dividend yield: 1.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (96% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results.分析記事 • Feb 11Results: SWCC Corporation Beat Earnings Expectations And Analysts Now Have New ForecastsSWCC Corporation ( TSE:5805 ) just released its quarterly report and things are looking bullish. It was overall a...Reported Earnings • Feb 08Third quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2025 results: EPS: JP¥141 (up from JP¥102 in 3Q 2024). Revenue: JP¥60.9b (up 1.3% from 3Q 2024). Net income: JP¥4.17b (up 37% from 3Q 2024). Profit margin: 6.9% (up from 5.1% in 3Q 2024). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 31What Does SWCC Corporation's (TSE:5805) Share Price Indicate?While SWCC Corporation ( TSE:5805 ) might not have the largest market cap around , it saw a significant share price...Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥8,100, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Electrical industry in Japan. Total returns to shareholders of 401% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,073 per share.分析記事 • Jan 03SWCC's (TSE:5805) Shareholders Will Receive A Bigger Dividend Than Last YearSWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...お知らせ • Jan 03SWCC Corporation to Report Q3, 2025 Results on Feb 07, 2025SWCC Corporation announced that they will report Q3, 2025 results on Feb 07, 2025分析記事 • Jan 01A Look At The Fair Value Of SWCC Corporation (TSE:5805)Key Insights SWCC's estimated fair value is JP¥7,195 based on 2 Stage Free Cash Flow to Equity Current share price of...分析記事 • Dec 18SWCC (TSE:5805) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...分析記事 • Dec 04SWCC (TSE:5805) Is Increasing Its Dividend To ¥70.00SWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...Declared Dividend • Dec 04First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (88% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • Nov 29Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥235.9b to JP¥239.3b. EPS estimate increased from JP¥375 to JP¥434 per share. Net income forecast to grow 53% next year vs 2.0% growth forecast for Electrical industry in Japan. Consensus price target up from JP¥6,525 to JP¥8,300. Share price fell 3.2% to JP¥7,530 over the past week.Price Target Changed • Nov 29Price target increased by 16% to JP¥7,550Up from JP¥6,525, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥7,560. Stock is up 184% over the past year. The company is forecast to post earnings per share of JP¥409 for next year compared to JP¥297 last year.分析記事 • Nov 15Here's What Analysts Are Forecasting For SWCC Corporation (TSE:5805) After Its Half-Yearly ResultsShareholders will be ecstatic, with their stake up 28% over the past week following SWCC Corporation 's ( TSE:5805...Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥21.99 (vs JP¥70.56 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.99 (down from JP¥70.56 in 2Q 2024). Revenue: JP¥60.4b (up 21% from 2Q 2024). Net income: JP¥650.0m (down 69% from 2Q 2024). Profit margin: 1.1% (down from 4.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Nov 13SWCC Corporation's (TSE:5805) 29% Share Price Surge Not Quite Adding UpDespite an already strong run, SWCC Corporation ( TSE:5805 ) shares have been powering on, with a gain of 29% in the...Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥6,900, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Electrical industry in Japan. Total returns to shareholders of 292% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,369 per share.分析記事 • Nov 01SWCC (TSE:5805) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.0%).お知らせ • Sep 19SWCC Corporation to Report Q2, 2025 Results on Nov 12, 2024SWCC Corporation announced that they will report Q2, 2025 results on Nov 12, 2024分析記事 • Sep 15SWCC (TSE:5805) Is Experiencing Growth In Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Buy Or Sell Opportunity • Sep 06Now 22% undervaluedOver the last 90 days, the stock has risen 7.8% to JP¥4,850. The fair value is estimated to be JP¥6,210, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period.Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥5,460, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Electrical industry in Japan. Total returns to shareholders of 149% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,174 per share.分析記事 • Sep 01SWCC Corporation's (TSE:5805) P/E Is Still On The Mark Following 28% Share Price BounceSWCC Corporation ( TSE:5805 ) shareholders would be excited to see that the share price has had a great month, posting...分析記事 • Aug 28Are Investors Undervaluing SWCC Corporation (TSE:5805) By 21%?Key Insights SWCC's estimated fair value is JP¥6,077 based on 2 Stage Free Cash Flow to Equity SWCC is estimated to be...Buy Or Sell Opportunity • Aug 19Now 21% undervaluedOver the last 90 days, the stock has risen 8.2% to JP¥4,955. The fair value is estimated to be JP¥6,263, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.Major Estimate Revision • Aug 16Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥335 to JP¥369. Revenue forecast steady at JP¥233.3b. Net income forecast to grow 4.8% next year vs 1.3% growth forecast for Electrical industry in Japan. Consensus price target up from JP¥5,033 to JP¥5,933. Share price rose 23% to JP¥5,030 over the past week.Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥99.17 (vs JP¥39.48 in 1Q 2024)First quarter 2025 results: EPS: JP¥99.17 (up from JP¥39.48 in 1Q 2024). Revenue: JP¥56.9b (up 18% from 1Q 2024). Net income: JP¥2.93b (up 148% from 1Q 2024). Profit margin: 5.1% (up from 2.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥3,500, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Electrical industry in Japan. Total returns to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,790 per share.株主還元5805JP ElectricalJP 市場7D-6.4%-5.1%-3.2%1Y27.4%81.3%37.5%株主還元を見る業界別リターン: 5805過去 1 年間で81.3 % の収益を上げたJP Electrical業界を下回りました。リターン対市場: 5805は、過去 1 年間で37.5 % のリターンを上げたJP市場を下回りました。価格変動Is 5805's price volatile compared to industry and market?5805 volatility5805 Average Weekly Movement9.6%Electrical Industry Average Movement6.5%Market Average Movement4.3%10% most volatile stocks in JP Market9.4%10% least volatile stocks in JP Market2.1%安定した株価: 5805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: 5805の weekly volatility ( 10% ) 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19364,813Tetsuo Komatawww.swcc.co.jp住友電装株式会社は、子会社とともに、エネルギー、インフラ、通信部品を日本および海外で製造・販売している。同社は3つのセグメントで事業を展開している：エネルギー・インフラ事業、通信部品事業、その他。電線、電力ケーブル、電力機器、エンジニアリング製品、電力周辺機器、制振ダンパー・アイソレーター、通信ケーブル、光部品・光ファイバーケーブル、電力周辺機器、ワイヤーハーネス、精密機器、マグネットワイヤ、裸線、無酸素銅、銅合金線、自動車用電線、情報処理機器用ローラーなどを提供するほか、ネットワークソリューション事業、ロジスティクス事業も行っている。旧社名はSWCC昭和ホールディングス株式会社で、2023年4月にSWCC株式会社に社名変更した。SWCC株式会社は1936年に設立され、川崎市に本社を置く。もっと見るSWCC Corporation 基礎のまとめSWCC の収益と売上を時価総額と比較するとどうか。5805 基礎統計学時価総額JP¥318.37b収益（TTM）JP¥18.84b売上高(TTM)JP¥277.74b16.9xPER（株価収益率1.1xP/Sレシオ5805 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5805 損益計算書（TTM）収益JP¥277.74b売上原価JP¥227.11b売上総利益JP¥50.62bその他の費用JP¥31.78b収益JP¥18.84b直近の収益報告Mar 31, 2026次回決算日Aug 07, 2026一株当たり利益（EPS）636.14グロス・マージン18.23%純利益率6.78%有利子負債／自己資本比率37.2%5805 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2.3%現在の配当利回り35%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/21 17:12終値2026/07/21 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SWCC Corporation 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Masayuki AbeDaiwa Securities Co. Ltd.Shinichiro OzakiDaiwa Securities Co. Ltd.Ryo HaradaGoldman Sachs6 その他のアナリストを表示
Buy Or Sell Opportunity • Jul 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to JP¥10,520. The fair value is estimated to be JP¥13,532, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
ライブニュース • Jun 23SWCC Delivers Record Profits on Strong Power Infrastructure and Telecom Cable GrowthSWCC reported record-high profits for the fiscal year ending March 2026, supported by strong performance in its core power infrastructure and telecommunications cable businesses. The profit result is a materially positive signal for SWCC’s operations, suggesting its main business lines are contributing meaningfully to earnings rather than one-off items. SWCC’s share price is ¥14,290, with the stock up 30.4% year to date, indicating the market has already priced in a sizeable improvement over recent months. This profit milestone points to an operating base that may now be larger and more resilient. However, it also raises the bar for future results. The key risk for investors is that expectations embedded in the share price outpace what SWCC’s power and telecom cable businesses can consistently deliver.
Buy Or Sell Opportunity • Jun 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.2% to JP¥14,440. The fair value is estimated to be JP¥11,994, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
お知らせ • Jun 09SWCC Corporation to Report Q1, 2027 Results on Aug 07, 2026SWCC Corporation announced that they will report Q1, 2027 results on Aug 07, 2026
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥13,230, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Electrical industry in Japan. Total returns to shareholders of 658% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,212 per share.
Buy Or Sell Opportunity • May 25Now 20% overvaluedOver the last 90 days, the stock has fallen 6.2% to JP¥14,430. The fair value is estimated to be JP¥12,013, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 9.3% per annum over the same time period.
Buy Or Sell Opportunity • Jul 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to JP¥10,520. The fair value is estimated to be JP¥13,532, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
ライブニュース • Jun 23SWCC Delivers Record Profits on Strong Power Infrastructure and Telecom Cable GrowthSWCC reported record-high profits for the fiscal year ending March 2026, supported by strong performance in its core power infrastructure and telecommunications cable businesses. The profit result is a materially positive signal for SWCC’s operations, suggesting its main business lines are contributing meaningfully to earnings rather than one-off items. SWCC’s share price is ¥14,290, with the stock up 30.4% year to date, indicating the market has already priced in a sizeable improvement over recent months. This profit milestone points to an operating base that may now be larger and more resilient. However, it also raises the bar for future results. The key risk for investors is that expectations embedded in the share price outpace what SWCC’s power and telecom cable businesses can consistently deliver.
Buy Or Sell Opportunity • Jun 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.2% to JP¥14,440. The fair value is estimated to be JP¥11,994, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
お知らせ • Jun 09SWCC Corporation to Report Q1, 2027 Results on Aug 07, 2026SWCC Corporation announced that they will report Q1, 2027 results on Aug 07, 2026
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥13,230, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Electrical industry in Japan. Total returns to shareholders of 658% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,212 per share.
Buy Or Sell Opportunity • May 25Now 20% overvaluedOver the last 90 days, the stock has fallen 6.2% to JP¥14,430. The fair value is estimated to be JP¥12,013, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 9.3% per annum over the same time period.
分析記事 • May 21Additional Considerations Required While Assessing SWCC's (TSE:5805) Strong EarningsLast week's profit announcement from SWCC Corporation ( TSE:5805 ) was underwhelming for investors, despite headline...
分析記事 • May 18SWCC Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearSWCC Corporation ( TSE:5805 ) defied analyst predictions to release its annual results, which were ahead of market...
Reported Earnings • May 17Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥636 (up from JP¥386 in FY 2025). Revenue: JP¥277.7b (up 17% from FY 2025). Net income: JP¥18.8b (up 65% from FY 2025). Profit margin: 6.8% (up from 4.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 101% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 14SWCC Corporation, Annual General Meeting, Jun 25, 2026SWCC Corporation, Annual General Meeting, Jun 25, 2026.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥18,360, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 20x in the Electrical industry in Japan. Total returns to shareholders of 948% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,051 per share.
Buy Or Sell Opportunity • Apr 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to JP¥15,690. The fair value is estimated to be JP¥12,984, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
お知らせ • Apr 08SWCC Corporation to Report Fiscal Year 2026 Results on May 14, 2026SWCC Corporation announced that they will report fiscal year 2026 results at 2:00 PM, Tokyo Standard Time on May 14, 2026
New Risk • Apr 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥110 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥17,210, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 19x in the Electrical industry in Japan. Total returns to shareholders of 879% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥11,275 per share.
Price Target Changed • Feb 21Price target increased by 12% to JP¥12,986Up from JP¥11,550, the current price target is an average from 5 analysts. New target price is 9.3% below last closing price of JP¥14,310. Stock is up 131% over the past year. The company is forecast to post earnings per share of JP¥567 for next year compared to JP¥386 last year.
分析記事 • Feb 11SWCC Corporation's (TSE:5805) P/E Is Still On The Mark Following 26% Share Price BounceThe SWCC Corporation ( TSE:5805 ) share price has done very well over the last month, posting an excellent gain of 26...
Reported Earnings • Feb 10Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥184 (up from JP¥141 in 3Q 2025). Revenue: JP¥73.2b (up 20% from 3Q 2025). Net income: JP¥5.45b (up 31% from 3Q 2025). Profit margin: 7.4% (up from 6.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 94% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Feb 09Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 67% to JP¥13,310. The fair value is estimated to be JP¥10,865, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥13,310, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Electrical industry in Japan. Total returns to shareholders of 693% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥10,865 per share.
分析記事 • Dec 28SWCC's (TSE:5805) Shareholders Will Receive A Bigger Dividend Than Last YearSWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...
お知らせ • Dec 28SWCC Corporation to Report Q3, 2026 Results on Feb 09, 2026SWCC Corporation announced that they will report Q3, 2026 results at 2:00 PM, Tokyo Standard Time on Feb 09, 2026
分析記事 • Dec 22Does SWCC (TSE:5805) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Dec 07SWCC (TSE:5805) Is Increasing Its Dividend To ¥110.00SWCC Corporation's ( TSE:5805 ) dividend will be increasing from last year's payment of the same period to ¥110.00 on...
Declared Dividend • Dec 06First half dividend of JP¥110 announcedShareholders will receive a dividend of JP¥110. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 34% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Nov 29Price target increased by 7.9% to JP¥10,275Up from JP¥9,525, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥10,660. Stock is up 42% over the past year. The company is forecast to post earnings per share of JP¥547 for next year compared to JP¥386 last year.
お知らせ • Nov 28SWCC Corporation (TSE:5805) agreed to acquire remaining 20% stake in Showa Furukawa Cable Co., Ltd. from Furukawa Electric Co., Ltd. (TSE:5801).SWCC Corporation (TSE:5805) agreed to acquire remaining 20% stake in Showa Furukawa Cable Co., Ltd. from Furukawa Electric Co., Ltd. (TSE:5801) on November 27, 2025. Upon completion, SWCC Corporation will own 100% stake in Showa Furukawa Cable Co., Ltd. As of March 31, 2025, Showa Furukawa Cable Co., Ltd. reported total assets of ¥25.44 billion and total common equity of ¥7.02 billion. The expected completion of the transaction is March 31, 2026.
分析記事 • Nov 19SWCC's (TSE:5805) Earnings Are Weaker Than They SeemSWCC Corporation ( TSE:5805 ) just reported some strong earnings, and the market reacted accordingly with a healthy...
分析記事 • Nov 15Earnings Beat: SWCC Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsA week ago, SWCC Corporation ( TSE:5805 ) came out with a strong set of half-year numbers that could potentially lead...
Reported Earnings • Nov 15Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥145 (up from JP¥21.99 in 2Q 2025). Revenue: JP¥66.7b (up 10% from 2Q 2025). Net income: JP¥4.28b (up JP¥3.63b from 2Q 2025). Profit margin: 6.4% (up from 1.1% in 2Q 2025). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Nov 14SWCC Corporation's (TSE:5805) P/E Is Still On The Mark Following 48% Share Price BounceSWCC Corporation ( TSE:5805 ) shareholders would be excited to see that the share price has had a great month, posting...
New Risk • Nov 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risks High level of debt (46% net debt to equity). Dividend is not well covered by cash flows (96% cash payout ratio). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥9,450, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Electrical industry in Japan. Total returns to shareholders of 540% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥9,129 per share.
分析記事 • Oct 30Estimating The Intrinsic Value Of SWCC Corporation (TSE:5805)Key Insights The projected fair value for SWCC is JP¥9,003 based on 2 Stage Free Cash Flow to Equity With JP¥7,550...
Buy Or Sell Opportunity • Oct 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥7,070. The fair value is estimated to be JP¥9,073, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 5.4%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Buy Or Sell Opportunity • Oct 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.0% to JP¥7,540. The fair value is estimated to be JP¥9,543, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 5.4%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 35% and the cash payout ratio is 96%. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
分析記事 • Sep 03SWCC (TSE:5805) Has Announced A Dividend Of ¥80.00The board of SWCC Corporation ( TSE:5805 ) has announced that it will pay a dividend of ¥80.00 per share on the 3rd of...
お知らせ • Sep 02SWCC Corporation to Report Q2, 2026 Results on Nov 12, 2025SWCC Corporation announced that they will report Q2, 2026 results on Nov 12, 2025
分析記事 • Aug 26These 4 Measures Indicate That SWCC (TSE:5805) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Board Change • Aug 09Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Takashi Mukuno was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
分析記事 • Jul 23SWCC (TSE:5805) Has Announced A Dividend Of ¥80.00The board of SWCC Corporation ( TSE:5805 ) has announced that it will pay a dividend of ¥80.00 per share on the 3rd of...
分析記事 • Jul 09SWCC (TSE:5805) Has Announced A Dividend Of ¥80.00The board of SWCC Corporation ( TSE:5805 ) has announced that it will pay a dividend on the 3rd of December, with...
Declared Dividend • Jul 09Final dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 34% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 29Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥386 (up from JP¥297 in FY 2024). Revenue: JP¥237.9b (up 11% from FY 2024). Net income: JP¥11.4b (up 29% from FY 2024). Profit margin: 4.8% (up from 4.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 68% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 13SWCC Corporation to Report Q1, 2026 Results on Aug 08, 2025SWCC Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
分析記事 • May 20SWCC (TSE:5805) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfSWCC Corporation's ( TSE:5805 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
分析記事 • May 16Analyst Estimates: Here's What Brokers Think Of SWCC Corporation (TSE:5805) After Its Yearly ReportThe full-year results for SWCC Corporation ( TSE:5805 ) were released last week, making it a good time to revisit its...
Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥386 (up from JP¥297 in FY 2024). Revenue: JP¥237.9b (up 11% from FY 2024). Net income: JP¥11.4b (up 29% from FY 2024). Profit margin: 4.8% (up from 4.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13+ 2 more updatesSWCC Corporation, Annual General Meeting, Jun 25, 2025SWCC Corporation, Annual General Meeting, Jun 25, 2025.
分析記事 • May 07Earnings Tell The Story For SWCC Corporation (TSE:5805) As Its Stock Soars 26%SWCC Corporation ( TSE:5805 ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...
Buy Or Sell Opportunity • May 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥6,460. The fair value is estimated to be JP¥8,204, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 4.8%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
分析記事 • Apr 11SWCC (TSE:5805) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.6% average weekly change). Minor Risks Dividend is not well covered by cash flows (96% cash payout ratio). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥5,100, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Electrical industry in Japan. Total returns to shareholders of 224% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥8,230 per share.
Buy Or Sell Opportunity • Mar 31Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥6,190. The fair value is estimated to be JP¥8,070, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 4.8%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
お知らせ • Mar 29SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. Completed the acquisition of TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG).SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. agreed to acquire TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) on February 21, 2025. A cash consideration of ¥14.4 billion will be paid by SWCC Corporation. As part of consideration, ¥14.4 billion is paid towards common equity of TOTOKU ELECTRIC CO., LTD. The expected completion of the transaction is March 31, 2025. SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. Completed the acquisition of TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) on March 27, 2025. Nishimura & Asahi acted as Legal advisor to The Carlyle Group Inc. (NasdaqGS:CG).
分析記事 • Mar 26SWCC's (TSE:5805) Dividend Will Be Increased To ¥70.00SWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...
お知らせ • Mar 26SWCC Corporation to Report Fiscal Year 2025 Results on May 13, 2025SWCC Corporation announced that they will report fiscal year 2025 results on May 13, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 30% and the cash payout ratio is 96%. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.9%).
分析記事 • Mar 08Why We're Not Concerned Yet About SWCC Corporation's (TSE:5805) 26% Share Price PlungeThe SWCC Corporation ( TSE:5805 ) share price has fared very poorly over the last month, falling by a substantial 26...
Major Estimate Revision • Feb 28Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥438 to JP¥386 per share. Revenue forecast steady at JP¥237.0b. Net income forecast to grow 46% next year vs 2.3% growth forecast for Electrical industry in Japan. Consensus price target of JP¥8,975 unchanged from last update. Share price fell 2.4% to JP¥6,040 over the past week.
お知らせ • Feb 22SWCC Corporation (TSE:5805) agreed to acquire 51% stake in TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) for ¥14.4 billion.SWCC Corporation (TSE:5805) agreed to acquire 51% stake in TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) for ¥14.4 billion on February 21, 2025. A cash consideration of ¥14.4 billion will be paid by SWCC Corporation. As part of consideration, ¥14.4 billion is paid towards common equity of TOTOKU ELECTRIC CO., LTD. In related transaction Development Bank of Japan entered into signed a shareholders agreement to acquire 49% stake in TOTOKU ELECTRIC CO., LTD. The expected completion of the transaction is March 31, 2025.
分析記事 • Feb 22SWCC (TSE:5805) Is Increasing Its Dividend To ¥70.00SWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...
New Risk • Feb 19New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 96% Dividend yield: 1.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (96% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results.
分析記事 • Feb 11Results: SWCC Corporation Beat Earnings Expectations And Analysts Now Have New ForecastsSWCC Corporation ( TSE:5805 ) just released its quarterly report and things are looking bullish. It was overall a...
Reported Earnings • Feb 08Third quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2025 results: EPS: JP¥141 (up from JP¥102 in 3Q 2024). Revenue: JP¥60.9b (up 1.3% from 3Q 2024). Net income: JP¥4.17b (up 37% from 3Q 2024). Profit margin: 6.9% (up from 5.1% in 3Q 2024). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 31What Does SWCC Corporation's (TSE:5805) Share Price Indicate?While SWCC Corporation ( TSE:5805 ) might not have the largest market cap around , it saw a significant share price...
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥8,100, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Electrical industry in Japan. Total returns to shareholders of 401% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,073 per share.
分析記事 • Jan 03SWCC's (TSE:5805) Shareholders Will Receive A Bigger Dividend Than Last YearSWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...
お知らせ • Jan 03SWCC Corporation to Report Q3, 2025 Results on Feb 07, 2025SWCC Corporation announced that they will report Q3, 2025 results on Feb 07, 2025
分析記事 • Jan 01A Look At The Fair Value Of SWCC Corporation (TSE:5805)Key Insights SWCC's estimated fair value is JP¥7,195 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 • Dec 18SWCC (TSE:5805) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
分析記事 • Dec 04SWCC (TSE:5805) Is Increasing Its Dividend To ¥70.00SWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...
Declared Dividend • Dec 04First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (88% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • Nov 29Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥235.9b to JP¥239.3b. EPS estimate increased from JP¥375 to JP¥434 per share. Net income forecast to grow 53% next year vs 2.0% growth forecast for Electrical industry in Japan. Consensus price target up from JP¥6,525 to JP¥8,300. Share price fell 3.2% to JP¥7,530 over the past week.
Price Target Changed • Nov 29Price target increased by 16% to JP¥7,550Up from JP¥6,525, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥7,560. Stock is up 184% over the past year. The company is forecast to post earnings per share of JP¥409 for next year compared to JP¥297 last year.
分析記事 • Nov 15Here's What Analysts Are Forecasting For SWCC Corporation (TSE:5805) After Its Half-Yearly ResultsShareholders will be ecstatic, with their stake up 28% over the past week following SWCC Corporation 's ( TSE:5805...
Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥21.99 (vs JP¥70.56 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.99 (down from JP¥70.56 in 2Q 2024). Revenue: JP¥60.4b (up 21% from 2Q 2024). Net income: JP¥650.0m (down 69% from 2Q 2024). Profit margin: 1.1% (down from 4.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Nov 13SWCC Corporation's (TSE:5805) 29% Share Price Surge Not Quite Adding UpDespite an already strong run, SWCC Corporation ( TSE:5805 ) shares have been powering on, with a gain of 29% in the...
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥6,900, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Electrical industry in Japan. Total returns to shareholders of 292% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,369 per share.
分析記事 • Nov 01SWCC (TSE:5805) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.0%).
お知らせ • Sep 19SWCC Corporation to Report Q2, 2025 Results on Nov 12, 2024SWCC Corporation announced that they will report Q2, 2025 results on Nov 12, 2024
分析記事 • Sep 15SWCC (TSE:5805) Is Experiencing Growth In Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Buy Or Sell Opportunity • Sep 06Now 22% undervaluedOver the last 90 days, the stock has risen 7.8% to JP¥4,850. The fair value is estimated to be JP¥6,210, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period.
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥5,460, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Electrical industry in Japan. Total returns to shareholders of 149% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,174 per share.
分析記事 • Sep 01SWCC Corporation's (TSE:5805) P/E Is Still On The Mark Following 28% Share Price BounceSWCC Corporation ( TSE:5805 ) shareholders would be excited to see that the share price has had a great month, posting...
分析記事 • Aug 28Are Investors Undervaluing SWCC Corporation (TSE:5805) By 21%?Key Insights SWCC's estimated fair value is JP¥6,077 based on 2 Stage Free Cash Flow to Equity SWCC is estimated to be...
Buy Or Sell Opportunity • Aug 19Now 21% undervaluedOver the last 90 days, the stock has risen 8.2% to JP¥4,955. The fair value is estimated to be JP¥6,263, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.
Major Estimate Revision • Aug 16Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥335 to JP¥369. Revenue forecast steady at JP¥233.3b. Net income forecast to grow 4.8% next year vs 1.3% growth forecast for Electrical industry in Japan. Consensus price target up from JP¥5,033 to JP¥5,933. Share price rose 23% to JP¥5,030 over the past week.
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥99.17 (vs JP¥39.48 in 1Q 2024)First quarter 2025 results: EPS: JP¥99.17 (up from JP¥39.48 in 1Q 2024). Revenue: JP¥56.9b (up 18% from 1Q 2024). Net income: JP¥2.93b (up 148% from 1Q 2024). Profit margin: 5.1% (up from 2.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥3,500, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Electrical industry in Japan. Total returns to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,790 per share.
