NSK Ltd.

TSE:6471 株式レポート

時価総額：JP¥535.8b

NSK 将来の成長

Future 基準チェック /26

NSK利益と収益がそれぞれ年間15.1%と4.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.9% 15.3%なると予測されています。

主要情報

15.1%

収益成長率

15.33%

EPS成長率

Machinery 収益成長8.1%
収益成長率4.3%
将来の株主資本利益率6.94%
アナリストカバレッジ

Good

最終更新日17 Aug 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Jul 31

6471: Business Integration Plan With NTN Will Support Stronger Earnings Outlook

Analysts have lifted their price target on NSK from ¥1,700 to ¥1,800, citing updated assumptions for revenue growth, profit margins, the discount rate and future P/E levels as the key drivers of this change. What's in the News for NSK NTN Corporation signed a memorandum of understanding on May 12, 2026 to acquire NSK through a share transfer that would establish a joint holding company, with consideration to be paid in NTN common equity and an additional undisclosed amount.
ナラティブ更新 • Jul 09

6471: Planned NTN Integration And AI Partnership Will Shape Balanced Outlook

Analysts have revised their fair value estimate for NSK from ¥750 to ¥1,090, citing updated assumptions that include a lower discount rate, an adjusted revenue growth outlook, a higher projected profit margin, and a slightly different future P/E multiple. What’s in the News for NSK NSK and NTN Corporation signed a memorandum of understanding on May 12, 2026 for a business integration through the establishment of a joint holding company via share transfer, with consideration in NTN common equity for NSK common equity and an additional undisclosed amount, subject to approval by both sets of shareholders.
ナラティブ更新 • Jun 25

6471: Planned NTN Integration And AI Collaboration Will Support Medium Term Re Rating Potential

Analysts have raised their fair value estimate for NSK slightly, with the price target moving from ¥1,356.67 to ¥1,373.33 as they incorporate updated assumptions on the discount rate, revenue growth, profit margin, and future P/E. What’s in the News for NSK NSK and NTN Corporation signed a memorandum of understanding on May 12, 2026 for a business integration through the establishment of a joint holding company via share transfer.
分析記事 • Jun 16

NSK (TSE:6471) Stock Could Be 13% Undervalued After Strong 1 Year Gains

NSK (TSE:6471) has drawn fresh attention after recent share price moves, with the stock down around 2% over the past month and roughly 3% over the past 3 months, against strong 1 year gains. See our latest analysis for NSK. At the current share price of ¥1,183.5, NSK’s recent 1 day share price return declined 1.87%, while the 7 day share price return gained 2.96%, and the 1 year total shareholder return sits at 92.30%. This indicates notable long term momentum alongside some short term...
ナラティブ更新 • Jun 09

6471: Planned NTN Share Transfer Will Support Medium Term Re Rating Potential

Analysts now see NSK's fair value nudging from ¥1,363.33 to ¥1,356.67, reflecting slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E, while keeping the overall view on the stock broadly intact. What's in the News NSK issued consolidated earnings guidance for the six months ending 30 September 2026, with expected sales of ¥490,000 million, operating income of ¥18,000 million, net income attributable to owners of the parent of ¥9,500 million, and basic earnings per share of ¥19.41.
ナラティブ更新 • May 26

6471: AI Integration And Planned Business Combination Will Support Balanced Medium Term Re Rating Potential

Analysts have raised NSK's price target from ¥1,293 to ¥1,363, citing updated fair value work that incorporates a modestly higher profit margin outlook and slightly revised assumptions for revenue growth, discount rate, and future P/E. What's in the News NSK issued consolidated earnings guidance for the six months ending September 30, 2026, with expected sales of ¥490,000 million, operating income of ¥18,000 million, net income attributable to owners of the parent of ¥9,500 million, and basic earnings per share of ¥19.41.
ナラティブ更新 • May 04

6471: AI Partnership And Revised Guidance Will Support Balanced Medium Term Re Rating Potential

Analysts have kept NSK's fair value estimate unchanged at ¥1,293. They have only made small technical adjustments to inputs such as the discount rate and assumed future P/E, reflecting fine tuning rather than a shift in their overall view.
ナラティブ更新 • Apr 20

6471: Weaker Yen And Upgraded Guidance Will Support Balanced Re Rating Potential

Analysts have left their fair value estimate for NSK steady at ¥1,293.33 per share, with only minor tweaks to inputs like the discount rate, long term revenue growth, profit margin and future P/E to reflect updated modelling assumptions rather than a change in overall view. What's in the News NSK raised consolidated earnings guidance for the year ending March 31, 2026, with expected sales of ¥900,000m, compared with previous guidance of ¥885,000m.
ナラティブ更新 • Apr 06

6471: Weaker Yen And Upgraded Guidance Will Support Re Rating Potential

Analysts have nudged their price target on NSK to ¥1,293 from ¥1,273, reflecting refreshed assumptions around the discount rate, revenue growth, profit margins and future P/E that together point to a slightly higher valuation anchor for the shares. What's in the News NSK raised its consolidated sales guidance for the year ending March 31, 2026 to ¥900,000 million from ¥885,000 million, reflecting updated assumptions and recent business performance.
ナラティブ更新 • Mar 23

6471: Weaker Yen And Higher Guidance Will Likely Keep Multiples Contained

Analysts now set their price target for NSK at about ¥1,273, up from ¥1,165. This reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
ナラティブ更新 • Mar 09

6471: Weaker Yen And Higher Earnings Guidance Will Still Likely Compress Multiple

Analysts have raised their price target on NSK from ¥1,080 to ¥1,165, citing updated assumptions around revenue growth, profit margins, a slightly lower discount rate, and a higher future P/E multiple. What's in the News NSK revised its consolidated earnings guidance for the year ending March 31, 2026, with expected sales of ¥900,000m compared with the previous guidance of ¥885,000m.
ナラティブ更新 • Feb 22

6471: Higher Earnings Guidance Will Still Likely Leave Multiple Under Pressure

Analysts have revised their price target for NSK to ¥1,080 from ¥941.67, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E that together point to a higher assessed fair value for the shares. What's in the News NSK revised its consolidated sales guidance for the year ending March 31, 2026 to ¥900,000 million, compared with its previous guidance of ¥885,000 million (company guidance).
新しいナラティブ • Feb 18

Full Steering Consolidation And Robotics Exposure Will Reshape Long Term Earnings Power

Catalysts About NSK NSK is a Japan based manufacturer of bearings, automotive components and precision machinery products, including steering systems. What are the underlying business or industry changes driving this perspective?
分析記事 • Feb 10

Solid Earnings Reflect NSK's (TSE:6471) Strength As A Business

When companies post strong earnings, the stock generally performs well, just like NSK Ltd.'s ( TSE:6471 ) stock has...
分析記事 • Feb 09

NSK (TSE:6471) Will Pay A Dividend Of ¥17.00

The board of NSK Ltd. ( TSE:6471 ) has announced that it will pay a dividend of ¥17.00 per share on the 8th of June...
ナラティブ更新 • Feb 07

6471: Lower Discount Rate And Modest Margins Will Likely Still Restrain Multiple

Analysts have lifted their price target on NSK from ¥848.33 to ¥941.67, citing updated assumptions for discount rate, revenue growth, profit margin and forward P/E, which they view as better reflecting the company’s current risk and earnings profile. Valuation Changes Fair Value Estimate was raised from ¥848.33 to ¥941.67, implying a higher assessed equity value per share based on the updated model inputs.
新しいナラティブ • Feb 04

Steering Consolidation And EV Exposure Will Constrain Margins And Limit Long Term Upside

Catalysts About NSK NSK is a global manufacturer of bearings, automotive components and precision machinery products, including a consolidated Steering Business segment. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 • Jan 24

6471: Upgraded Guidance And Yen Tailwind Will Likely Still Fail To Support Multiple

Analysts have kept their fair value estimate for NSK broadly steady around ¥848 per share. A slightly lower discount rate and marginally adjusted future P/E assumptions reflect fine tuning of their models rather than a major shift in view.
ナラティブ更新 • Jan 10

6471: Upgraded Guidance And Yen Tailwind Will Likely Fail To Justify Multiple

Analysts have maintained their fair value estimate for NSK at ¥848. A slightly lower discount rate and a marginally adjusted future P/E input support this unchanged price target, which reflects broadly consistent expectations for revenue growth and profit margins.
ナラティブ更新 • Dec 24

6471: Higher Earnings Guidance Will Likely Fail To Justify Richer Multiple

Analysts have raised their price target on NSK by approximately ¥45 per share to about ¥848, citing expectations for stronger revenue growth, modestly higher profit margins, and a slightly lower future price to earnings multiple that together support a higher fair value estimate. What's in the News Raised full year 2026 consolidated sales guidance to JPY 885,000 million from JPY 760,000 million, reflecting stronger than expected demand and favorable currency effects (company guidance) Increased operating income forecast to JPY 30,000 million from JPY 22,000 million, supported by fixed cost control and expense discipline (company guidance) More than doubled projected net income attributable to owners of the parent to JPY 16,000 million from JPY 7,000 million, lifting expected basic EPS to JPY 32.71 from JPY 14.32 (company guidance) Completed acquisition of all shares of NSK Steering & Control Co. Ltd., turning it and its subsidiaries into consolidated subsidiaries and recognizing a gain on bargain purchase of JPY 7,272 million and a loss on step acquisition of JPY 4,662 million (company guidance) Management cites robust automotive production and Chinese subsidy driven demand in the first half, but notes ongoing sluggish demand in Europe and a stagnant Chinese economy in the second half outlook (company guidance) Valuation Changes Fair Value Estimate increased modestly from approximately ¥803 per share to about ¥848 per share, reflecting stronger expected fundamentals despite a slightly lower valuation multiple.
ナラティブ更新 • Dec 10

6471: Richer Multiple Will Likely Constrain Returns Despite Earnings Guidance Upgrade

Analysts have raised their price target on NSK by approximately 6 percent to around ¥800. This change reflects slightly stronger expectations for revenue growth, modestly higher profit margins, and a marginally lower discount rate, which together support a higher fair value multiple.
分析記事 • Dec 05

NSK's (TSE:6471) Dividend Will Be ¥17.00

NSK Ltd.'s ( TSE:6471 ) investors are due to receive a payment of ¥17.00 per share on 8th of June. This means the...
ナラティブ更新 • Nov 26

6471: Higher Discount Rate And Margins Will Limit Future Earnings Upside

Analysts have revised NSK's price target upward to ¥758.33 per share, reflecting updated modeling assumptions and outlooks on key financial factors. What's in the News NSK Ltd.
ナラティブ更新 • Nov 11

6471: Higher Costs And Margin Declines Will Pressure Future Earnings

Analysts have raised their price target for NSK from ¥717.50 to ¥758.33. They cited slightly improved revenue growth prospects and a modestly higher discount rate as key factors in their updated evaluation.
分析記事 • Sep 23

NSK (TSE:6471) Has Affirmed Its Dividend Of ¥17.00

NSK Ltd. ( TSE:6471 ) will pay a dividend of ¥17.00 on the 3rd of December. This means the annual payment is 4.3% of...
分析記事 • Sep 11

Investors Still Waiting For A Pull Back In NSK Ltd. (TSE:6471)

With a price-to-earnings (or "P/E") ratio of 33.4x NSK Ltd. ( TSE:6471 ) may be sending very bearish signals at the...
ナラティブ更新 • Aug 28

Focus On Electrification And High-Value Products Will Diversify Future Sales Portfolio

The modest upward revision in NSK’s price target reflects stable valuation metrics, with both future P/E and net profit margin essentially unchanged, resulting in a new consensus fair value of ¥699. Valuation Changes Summary of Valuation Changes for NSK The Consensus Analyst Price Target has risen slightly from ¥675 to ¥699.
分析記事 • Aug 20

NSK (TSE:6471) Has Announced A Dividend Of ¥17.00

NSK Ltd. ( TSE:6471 ) has announced that it will pay a dividend of ¥17.00 per share on the 3rd of December. Based on...
分析記事 • Jul 21

NSK (TSE:6471) Has Affirmed Its Dividend Of ¥17.00

NSK Ltd.'s ( TSE:6471 ) investors are due to receive a payment of ¥17.00 per share on 3rd of December. This means the...
分析記事 • Mar 28

NSK (TSE:6471) Could Be Struggling To Allocate Capital

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
分析記事 • Mar 07

An Intrinsic Calculation For NSK Ltd. (TSE:6471) Suggests It's 34% Undervalued

Key Insights NSK's estimated fair value is JP¥993 based on 2 Stage Free Cash Flow to Equity NSK's JP¥652 share price...
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新しいナラティブ • Feb 10

Focus On Electrification And High-Value Products Will Diversify Future Sales Portfolio

Expansion in industrial machinery and electrification-focused automotive products aims to boost revenue and diversifies NSK's sales portfolio.
分析記事 • Jan 09

Why Investors Shouldn't Be Surprised By NSK Ltd.'s (TSE:6471) P/E

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider NSK...
分析記事 • Nov 27

A Look At The Intrinsic Value Of NSK Ltd. (TSE:6471)

Key Insights Using the 2 Stage Free Cash Flow to Equity, NSK fair value estimate is JP¥697 NSK's JP¥651 share price...
分析記事 • Oct 03

NSK (TSE:6471) Will Be Hoping To Turn Its Returns On Capital Around

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
分析記事 • Jul 27

We Think NSK (TSE:6471) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • May 09

An Intrinsic Calculation For NSK Ltd. (TSE:6471) Suggests It's 26% Undervalued

Key Insights The projected fair value for NSK is JP¥1,170 based on 2 Stage Free Cash Flow to Equity NSK's JP¥869 share...
分析記事 • Apr 24

If EPS Growth Is Important To You, NSK (TSE:6471) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Mar 02

NSK (TSE:6471) Is Due To Pay A Dividend Of ¥15.00

NSK Ltd.'s ( TSE:6471 ) investors are due to receive a payment of ¥15.00 per share on 7th of June. The dividend yield...
分析記事 • Feb 26

Some Investors May Be Worried About NSK's (TSE:6471) Returns On Capital

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...

業績と収益の成長予測

TSE:6471 - アナリストの将来予測と過去の財務データ ( )JPY Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/20291,122,40051,64049,234108,2335
3/31/20281,089,35040,66725,06790,0506
3/31/20271,034,71730,98022,40082,4006
6/30/2026971,52231,48547,86598,925N/A
3/31/2026911,64422,86747,07297,806N/A
12/31/2025858,21020,259111,699158,834N/A
9/30/2025811,27417,98084,535131,806N/A
6/30/2025791,93211,62250,68899,892N/A
3/31/2025796,66712,52231,82182,176N/A
12/31/2024797,72910,203-36,84615,410N/A
9/30/2024799,81911,440-24,28031,583N/A
6/30/2024801,11513,625-15,06341,450N/A
3/31/2024788,86713,19141,12199,818N/A
12/31/2023825,97716,28043,701107,737N/A
9/30/2023860,96517,99756,962117,969N/A
6/30/2023906,95818,64159,866116,787N/A
3/31/2023938,09818,41212,41464,163N/A
12/31/2022932,56615,45812,67156,686N/A
9/30/2022911,22514,853-8,81233,485N/A
6/30/2022871,09513,074-15,11125,225N/A
3/31/2022865,16616,587-13,33022,733N/A
12/31/2021850,00120,358-5,01927,277N/A
9/30/2021849,43220,40319,86649,052N/A
6/30/2021832,14714,88727,07257,382N/A
3/31/2021747,55935520,04553,842N/A
12/31/2020719,752-6,80810,78248,359N/A
9/30/2020712,106-6,6915,54946,100N/A
6/30/2020736,962-1,1253,18246,774N/A
3/31/2020831,03417,412N/A72,387N/A
12/31/2019875,33225,303N/A87,209N/A
9/30/2019916,60936,684N/A83,764N/A
6/30/2019953,61346,944N/A90,348N/A
3/31/2019991,36555,809N/A92,617N/A
12/31/20181,020,32268,006N/A97,435N/A
9/30/20181,036,58971,870N/A89,386N/A
6/30/20181,037,19870,469N/A84,502N/A
3/31/20181,020,33869,312N/A83,746N/A
12/31/20171,009,18163,363N/A54,660N/A
9/30/2017986,91554,074N/A71,909N/A
6/30/2017961,18650,472N/A71,508N/A
3/31/2017949,17045,560N/A67,936N/A
12/31/2016937,52045,725N/A88,496N/A
9/30/2016941,16452,131N/A97,735N/A
6/30/2016955,91559,516N/A107,459N/A
3/31/2016975,31965,719N/A108,622N/A
12/31/2015998,43968,512N/A116,343N/A
9/30/20151,000,23069,529N/A99,710N/A

アナリストによる今後の成長予測

収入対貯蓄率: 6471の予測収益成長率 (年間15.1% ) は 貯蓄率 ( 0.9% ) を上回っています。

収益対市場: 6471の収益 ( 15.1% ) はJP市場 ( 8.7% ) よりも速いペースで成長すると予測されています。

高成長収益: 6471の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: 6471の収益 ( 4.3% ) JP市場 ( 6.1% ) よりも低い成長が予測されています。

高い収益成長: 6471の収益 ( 4.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: 6471の 自己資本利益率 は、3年後には低くなると予測されています ( 6.9 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/19 20:28
終値2026/08/19 00:00
収益2026/06/30
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

NSK Ltd. 6 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。13

アナリスト機関
Tsutomu KijimaBarclays
Hideyuki MizunoBofA Global Research
Graeme McDonaldCitigroup Inc