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Panasonic Holdings CorporationTSE:6752 株式レポート

時価総額 JP¥10.6t
株価
n/a
1Y196.6%
7D2.7%
1D-1.5%
ポートフォリオ価値
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Panasonic Holdings Corporation

TSE:6752 株式レポート

時価総額:JP¥10.6t

Panasonic Holdings(6752)株式概要

パナソニック・ホールディングス株式会社は、子会社とともに、日本、南北アメリカ、米国、欧州、アジア、中国およびその他の地域において、各種電気・電子機器および関連製品の開発、製造、販売、サービス、供給を行っています。 詳細

6752 ファンダメンタル分析
スノーフレーク・スコア
評価0/6
将来の成長3/6
過去の実績1/6
財務の健全性6/6
配当金2/6

6752 Community Fair Values

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See what 36 others think this stock is worth. Follow their fair value or set your own to get alerts.

Panasonic Holdings Corporation 競合他社

価格と性能

株価の高値、安値、推移の概要Panasonic Holdings
過去の株価
現在の株価JP¥4,540.00
52週高値JP¥4,693.00
52週安値JP¥1,410.50
ベータ0.86
1ヶ月の変化27.21%
3ヶ月変化70.20%
1年変化196.64%
3年間の変化158.91%
5年間の変化244.98%
IPOからの変化204.70%

最新ニュース

ナラティブの更新 Jun 17

6752: AI Expectations Will Constrain Upside Despite Data Center Battery Plans

Analysts have raised their blended fair value estimate for Panasonic Holdings to ¥3,719.53 from ¥3,411.20. This change reflects updated views on discount rates, profit margins, and future P/E assumptions, even as some recent research suggests that AI-related growth is already well reflected in the stock.
ナラティブの更新 Jun 03

6752: Cautious View Will Persist As Restructuring Costs Limit Upside

Analysts have raised Panasonic Holdings' fair value estimate from ¥2,999 to ¥3,411, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E, even as some Street research, including a recent downgrade, turns more cautious on the stock. What's in the News Saudia introduced Panasonic Avionics' Astrova in flight engagement solution on its Airbus A321XLR aircraft, together with the Modular Interactive platform and Arc 3D moving map application.
ナラティブの更新 May 20

6752: Governance Reforms And Execution On Earnings Drivers Will Support Long-Term Upside

Analysts have revised their price target on Panasonic Holdings to ¥4,000 from ¥3,000, citing updated assumptions around discount rates, revenue growth, margins and future P/E, even as some recent Street research has turned more cautious on the stock. Analyst Commentary While some recent research has turned more cautious, bullish analysts point to the revised ¥4,000 price target as a sign that they still see room for upside if Panasonic Holdings executes on its updated assumptions for revenue, margins and valuation multiples.

Recent updates

ナラティブの更新 Jun 17

6752: AI Expectations Will Constrain Upside Despite Data Center Battery Plans

Analysts have raised their blended fair value estimate for Panasonic Holdings to ¥3,719.53 from ¥3,411.20. This change reflects updated views on discount rates, profit margins, and future P/E assumptions, even as some recent research suggests that AI-related growth is already well reflected in the stock.
ナラティブの更新 Jun 03

6752: Cautious View Will Persist As Restructuring Costs Limit Upside

Analysts have raised Panasonic Holdings' fair value estimate from ¥2,999 to ¥3,411, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E, even as some Street research, including a recent downgrade, turns more cautious on the stock. What's in the News Saudia introduced Panasonic Avionics' Astrova in flight engagement solution on its Airbus A321XLR aircraft, together with the Modular Interactive platform and Arc 3D moving map application.
ナラティブの更新 May 20

6752: Governance Reforms And Execution On Earnings Drivers Will Support Long-Term Upside

Analysts have revised their price target on Panasonic Holdings to ¥4,000 from ¥3,000, citing updated assumptions around discount rates, revenue growth, margins and future P/E, even as some recent Street research has turned more cautious on the stock. Analyst Commentary While some recent research has turned more cautious, bullish analysts point to the revised ¥4,000 price target as a sign that they still see room for upside if Panasonic Holdings executes on its updated assumptions for revenue, margins and valuation multiples.
ナラティブの更新 May 04

6752: Rising Restructuring Costs Will Drive A Cautious Longer Term Outlook

The analyst price target for Panasonic Holdings has shifted from approximately ¥2,663 to about ¥2,999, as analysts factor in modest adjustments to discount rates, revenue growth, profit margins and a higher assumed future P/E despite recent cautious sentiment reflected in downgrades such as the one from Nomura. Analyst Commentary Bullish Takeaways Bullish analysts are comfortable applying a higher future P/E to Panasonic Holdings, signaling confidence that earnings quality could justify a richer multiple over time.
ナラティブの更新 Apr 20

6752: Execution Risks And Restructuring Costs Will Pressure Future Share Performance

Analysts have trimmed their price target for Panasonic Holdings to about ¥1,955 from roughly ¥1,984, citing a lower assumed future P/E, as well as slightly adjusted views on revenue growth, profit margins and discount rate assumptions. Analyst Commentary Bearish analysts are signaling a more cautious stance on Panasonic Holdings, with the latest move being a downgrade that reflects tempered expectations for the shares.
ナラティブの更新 Apr 06

6752: Higher Restructuring Costs And Lower Margins Will Suppress Future Share Returns

Analysts have raised their price target on Panasonic Holdings from approximately ¥1,721 to about ¥1,984, citing updated assumptions for modest positive revenue growth, a slightly higher discount rate, a somewhat lower profit margin, and a higher future P/E multiple. What's in the News Board meeting scheduled for March 31, 2026, with an agenda item to consider a change of Representative Director, which investors often watch closely for potential leadership shifts (Key Developments).
ナラティブの更新 Mar 23

6752: Restructuring Costs And Moderate Audio Expansion Will Shape Balanced Outlook

Analysts have raised their price target for Panasonic Holdings from about ¥2,463 to roughly ¥2,663, citing adjusted assumptions for revenue growth, profit margin and future P/E that together support a higher estimate of fair value. What's in the News Panasonic introduced the LUMIX DMW-DMS1 digital shotgun microphone, a compact, camera-mounted mic designed for its LUMIX camera lineup, aimed at higher quality directional audio recording for creators (Product-Related Announcement).
ナラティブの更新 Mar 09

6752: Higher Restructuring Costs Will Pressure Earnings And Future Share Returns

Analysts have lifted their price target on Panasonic Holdings from ¥1,600 to about ¥1,721, citing updated assumptions that include a slightly lower discount rate, a smaller expected revenue decline, higher projected profit margins, and a modestly reduced future P/E multiple. What's in the News Panasonic introduced the LUMIX DMW DMS1 digital shotgun microphone for its LUMIX camera lineup, aimed at creators who want higher quality directional audio recording from a compact, camera mounted mic (Product related announcement).
ナラティブの更新 Feb 22

6752: India Expansion And Higher Restructuring Costs Will Shape Measured Outlook

Analysts have adjusted their price target on Panasonic Holdings from ¥2,320 to about ¥2,463, citing updated assumptions around revenue growth, profit margins, the discount rate, and future P/E levels. What's in the News Panasonic Holdings revised its consolidated earnings guidance for the year ending 31 March 2026, keeping Net Sales at ¥7,700,000 million but updating Operating Profit to ¥290,000 million, net profit attributable to the company to ¥240,000 million, and basic earnings per share to ¥102.80, compared with prior figures of Operating Profit at ¥320,000 million, net profit at ¥260,000 million, and EPS at ¥111.36 (Key Developments).
ナラティブの更新 Feb 08

6752: India Expansion And Group Reform Will Drive Long-Term Upside

Analysts have raised their price target on Panasonic Holdings from ¥2,500 to ¥3,000, citing updated assumptions that include higher projected revenue growth, a slightly lower discount rate, a modestly stronger profit margin and a marginally higher future P/E multiple. What's in the News Panasonic Holdings revised its consolidated earnings guidance for the year ending March 31, 2026, keeping net sales at ¥7,700,000b but lowering expected operating profit to ¥290,000m, net profit attributable to the company to ¥240,000m, and basic EPS to ¥102.80 from ¥320,000m, ¥260,000m, and ¥111.36 respectively (Corporate guidance).
ナラティブの更新 Jan 25

6752: India Expansion And Margin Assumptions Will Shape Balanced Outlook

Analysts have lifted their price target on Panasonic Holdings from ¥2,190 to ¥2,320, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E. They view these assumptions as better reflecting the company’s current outlook.
ナラティブの更新 Jan 10

6752: Weaker Earnings Guidance And Indian Expansion Plans Will Pressure Future Returns

Analysts have kept their fair value estimate for Panasonic Holdings steady at ¥1,600, citing only modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions rather than a shift in their overall view of the shares. What's in the News Panasonic Holdings plans to pursue acquisitions and minority investments to support overseas growth in its Indian business, including expanding wiring devices, lighting and sales coverage in southern India, according to comments at the Panasonic group IR day.
ナラティブの更新 Dec 26

6752: India Expansion, Cost Moves And Chip Tariffs Will Shape Outlook

Analysts have modestly raised their price target for Panasonic Holdings from ¥2,136 to ¥2,190. This reflects expectations for slightly improved profitability, supported by higher forecast profit margins and a marginally lower discount rate, even as revenue growth and future valuation multiples are trimmed.
ナラティブの更新 Dec 12

6752: Future Tariffs On Chip Heavy Electronics Will Pressure Earnings Outlook

Analysts have raised their price target on Panasonic Holdings by approximately 7 percent to ¥1,600, citing slightly lower discount rate assumptions, an improved revenue outlook despite still modest contraction, and higher expected profit margins on a cheaper projected future P/E multiple. What's in the News The Trump administration is considering tariffs on imported electronic devices based on the value of their chip content, a proposal that could affect major manufacturers including Panasonic alongside peers such as Sony, Nintendo, Samsung, and Foxconn (Reuters).
ナラティブの更新 Nov 27

6752: Chip Tariff Risk And Battery Collaboration Prospects Will Shape Outlook

Analysts have modestly raised their price target for Panasonic Holdings from ¥2,126.67 to ¥2,136.00. This reflects slight improvements in profit margin and a lower discount rate.
ナラティブの更新 Nov 13

6752: Revenue Forecast Upgrade Will Drive Up Share Performance Despite Margin Pressure

Narrative Update: Panasonic Holdings Analyst Price Target Raised Analysts have raised their price target for Panasonic Holdings from ¥2,063 to approximately ¥2,127, citing improved revenue growth forecasts that more than offset a modest decrease in profit margin expectations. What's in the News The Trump administration is considering tariffs on imported electronics based on the number of chips in each device.
ナラティブの更新 Oct 30

6752: Potential Tariff Risks And Battery Technology Advances Will Shape Future Performance

Analysts have maintained their price target for Panasonic Holdings at ¥2,063. They cite steady updated projections in key financial metrics as well as an unchanged outlook for the company’s fair value.
ナラティブの更新 Oct 16

Generative AI And EV Trends Will Expand Energy Markets

Narrative Update on Panasonic Holdings Analysts have raised their price target for Panasonic Holdings from ¥2,035.87 to ¥2,063.00, citing improved revenue growth expectations as well as a slightly higher profit margin forecast. What's in the News The Trump administration is considering tariffs on foreign electronics, including those from Panasonic, based on the value of chips in each device (Reuters).
分析記事 Sep 30

Market Cool On Panasonic Holdings Corporation's (TSE:6752) Earnings

Panasonic Holdings Corporation's ( TSE:6752 ) price-to-earnings (or "P/E") ratio of 10.2x might make it look like a buy...
分析記事 Sep 13

Panasonic Holdings (TSE:6752) Has Announced A Dividend Of ¥20.00

The board of Panasonic Holdings Corporation ( TSE:6752 ) has announced that it will pay a dividend of ¥20.00 per share...
分析記事 Aug 30

Panasonic Holdings (TSE:6752) Will Pay A Dividend Of ¥20.00

Panasonic Holdings Corporation ( TSE:6752 ) has announced that it will pay a dividend of ¥20.00 per share on the 2nd of...
ナラティブの更新 Aug 27

Generative AI And EV Trends Will Expand Energy Markets

Despite a marginal uptick in revenue growth forecasts and a stable forward P/E, the consensus analyst price target for Panasonic Holdings has been slightly revised down from ¥2076 to ¥2043. What's in the News Panasonic Holdings is in advanced talks to acquire a controlling stake in Focus Lighting and Fixtures, though due diligence has revealed issues and Panasonic denies any confirmed deal.
分析記事 Aug 19

Investors Met With Slowing Returns on Capital At Panasonic Holdings (TSE:6752)

TSE:6752 1 Year Share Price vs Fair Value Explore Panasonic Holdings's Fair Values from the Community and select yours...
分析記事 Aug 01

The Panasonic Holdings Corporation (TSE:6752) First-Quarter Results Are Out And Analysts Have Published New Forecasts

Panasonic Holdings Corporation ( TSE:6752 ) defied analyst predictions to release its first-quarter results, which were...
分析記事 Jul 16

These 4 Measures Indicate That Panasonic Holdings (TSE:6752) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
User avatar
新しいナラティブ Nov 07

Generative AI And Market Expansion Drive Positive Growth Across Diverse Segments

Expansion in energy storage and generative AI products is driving significant revenue growth and improved margins due to increased demand and pricing power.

株主還元

6752JP Consumer DurablesJP 市場
7D2.7%2.2%-2.3%
1Y196.6%13.7%40.4%

業界別リターン: 6752過去 1 年間で13.7 % の収益を上げたJP Consumer Durables業界を上回りました。

リターン対市場: 6752過去 1 年間で40.4 % の収益を上げたJP市場を上回りました。

価格変動

Is 6752's price volatile compared to industry and market?
6752 volatility
6752 Average Weekly Movement7.4%
Consumer Durables Industry Average Movement3.8%
Market Average Movement4.4%
10% most volatile stocks in JP Market9.3%
10% least volatile stocks in JP Market2.2%

安定した株価: 6752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: 6752の weekly volatility ( 7% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
1918183,685Yuki Kusumiholdings.panasonic

パナソニックホールディングス株式会社は、子会社とともに、日本、南北アメリカ、米国、欧州、アジア、中国、およびその他の地域において、各種電気・電子機器および関連製品の開発、製造、販売、サービス、供給を行っています。同社は、「コネクト」、「エレクトリックワークス」、「HVAC&CC」、「エネルギー」、「インダストリー」、「スマートライフ」の6つの事業セグメントを通じて事業を展開しています。 同社は、航空機用機内エンターテインメントシステムおよび通信サービス、電子部品実装機、溶接機器、プロジェクター、PCおよびタブレット、設置・運用・保守サービス、サプライチェーンマネジメント(SCM)ソフトウェアを提供している。 また、照明器具、ランプ、配線機器、太陽光発電システム、燃料電池、介護関連サービス、住宅用および業務用エアコン、空気-水ヒートポンプ式給湯器、換気・給気・空調機器、空気清浄機、ショーケース、業務用冷蔵庫、 さらに、車載用円筒形リチウムイオン電池、乾電池、一次電池および二次電池、ニッケル水素電池、蓄電池モジュールおよびシステムも取り扱っている。加えて、電子部品、モーター、FA機器、電子材料; さらに、冷蔵庫、電子レンジ、炊飯器、洗濯機、掃除機、パーソナルケア製品、IH調理器、食器洗浄機、デジタルカメラ、業務用オーディオ・ビジュアルシステム、インターホン、映像・音響機器、電話機、テレビ、自転車も取り扱っている。 さらに、キッチン・バス用品、内装材、外装材、および原材料の販売も行っている。 また、EV用リレー、導電性高分子コンデンサおよびハイブリッドアルミコンデンサ、プログラマブルコントローラ、光電センサ、レーザーマーカー、多層回路基板および半導体デバイス用材料、成形材料も提供している。パナソニックホールディングス株式会社は1918年に設立され、本社は日本の門真市にある。

Panasonic Holdings Corporation 基礎のまとめ

Panasonic Holdings の収益と売上を時価総額と比較するとどうか。
6752 基礎統計学
時価総額JP¥10.60t
収益(TTM)JP¥189.54b
売上高(TTM)JP¥8.05t
55.9x
PER(株価収益率
1.3x
P/Sレシオ

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
6752 損益計算書(TTM)
収益JP¥8.05t
売上原価JP¥5.51t
売上総利益JP¥2.54t
その他の費用JP¥2.35t
収益JP¥189.54b

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)81.18
グロス・マージン31.51%
純利益率2.35%
有利子負債/自己資本比率25.1%

6752 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

1.2%
現在の配当利回り
49%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/26 16:38
終値2026/06/26 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
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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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

Panasonic Holdings Corporation 15 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。27

アナリスト機関
Yuji FujimoriBarclays
Mikio HirakawaBofA Global Research
Masahiro ShibanoCitigroup Inc