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UACJ Corporation

TSE:5741 株式レポート

時価総額:JP¥397.3b

  • 会社概要
    • 評価
    • 将来の成長
    • 過去の実績
    • 財務の健全性
    • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

UACJ マネジメント

マネジメント 基準チェック /34

UACJの CEO はShinji Tanakaで、 Apr2018年に任命され、 の在任期間は 8.42年です。 の年間総報酬は¥ 166.00Mで、 39.8%給与と60.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.021%を直接所有しており、その価値は¥ 84.26M 。経営陣と取締役会の平均在任期間はそれぞれ4年と3.3年です。

主要情報

Shinji Tanaka

最高経営責任者

JP¥166.0m

報酬総額

CEO給与比率39.76%
CEO在任期間8.4yrs
CEOの所有権0.02%
経営陣の平均在職期間4yrs
取締役会の平均在任期間3.3yrs

経営陣の近況

Recent updates

分析記事 • Aug 09

UACJ Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

A week ago, UACJ Corporation ( TSE:5741 ) came out with a strong set of first-quarter numbers that could potentially...
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ナラティブ更新 • Aug 07

5741: Higher P/E Assumptions Will Support Stronger Fair Value Conviction

Analysts have lifted their price target on UACJ from ¥2,400 to ¥2,700, citing updated assumptions regarding revenue, profit margins and a higher future P/E multiple. What’s in the News for UACJ No recent company specific news for UACJ is available from the provided sources as of 6 Aug 2026.
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ナラティブ更新 • Jul 21

5741: Higher Future P/E Expectations Will Drive A More Constructive Outlook

Analysts have raised their fair value estimate for UACJ from ¥2,600 to ¥4,050, citing updated assumptions around discount rate, revenue growth, profit margin, and future P/E as the key drivers behind the new price target. What's in the News UACJ held an Analyst/Investor Day, giving the market an updated view on its business outlook and capital allocation priorities (source: Key Developments).
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ナラティブ更新 • Jul 07

5741: Higher P/E Assumptions And Cautious Growth Outlook Will Shape Fair Value

Analysts have lifted their price target on UACJ from ¥1,475 to ¥2,400, citing updated fair value work and revised assumptions around the discount rate, revenue growth, profit margin and future P/E levels. What's in the News UACJ held an Analyst/Investor Day, giving the market a chance to hear directly from management about the company and its business priorities.
分析記事 • Jun 26

Solid Earnings Reflect UACJ's (TSE:5741) Strength As A Business

Even though UACJ Corporation's ( TSE:5741 ) recent earnings release was robust, the market didn't seem to notice...
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ナラティブ更新 • Jun 23

5741: Analyst Day Outlook Will Support Higher Cash Flow Expectations

Analysts have raised their price target for UACJ to about ¥3,112 from roughly ¥2,674, reflecting updated assumptions for slightly higher revenue growth, a modestly higher discount rate, a small change in profit margin, and a higher expected future P/E multiple. What's in the News UACJ held an Analyst/Investor Day, titled "UACJ Corporation: Analyst/Investor Day", providing an update directly to the investment community on the business and outlook.
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ナラティブ更新 • Jun 05

5741: Analyst Day Risk Outlook Will Sustain Cautious Overvaluation View

Analysts have maintained their fair value estimate for UACJ at ¥2,674.17. They have made modest adjustments to underlying assumptions such as the discount rate, revenue growth, profit margin and future P/E to reflect a more updated view of the company’s risk profile and earnings potential.
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ナラティブ更新 • May 09

5741: Index Inclusion And Higher Dividend Will Shape Fairly Valued Outlook

Analysts have reiterated their view on UACJ with an unchanged price target of ¥2,674, citing only very minor tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions that leave their overall valuation framework effectively intact. What's in the News UACJ plans an Analyst/Investor Day, giving management a platform to update the market on business priorities and capital allocation (company event).
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ナラティブ更新 • Apr 24

5741: Future Returns Will Depend On Index Inclusion And Raised Dividend

Analysts now see UACJ's fair value holding around ¥2,674 per share. Slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E help refine, rather than overhaul, their price target view.
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ナラティブ更新 • Apr 08

5741: Future Returns Will Depend On Aluminum Inventory Gains And Raised Dividend

Analysts have kept the UACJ price target unchanged at ¥2,674, citing slightly lower discount rate and P/E assumptions while maintaining stable views on revenue growth and profit margin. What's in the News UACJ Corporation is being added to the S&P Japan 500 index, which can increase visibility with index and benchmark-driven investors (Key Developments).
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ナラティブ更新 • Mar 24

5741: Future Returns Will Rely On Aluminum Inventory Effects And Higher Dividend Guidance

Analysts have lifted their price target for UACJ to ¥2,674 from ¥2,549, reflecting updated assumptions around slightly higher revenue growth, a modestly different discount rate, and a revised forward P/E outlook. What's in the News UACJ is being added to the S&P Japan 500 index, which can influence how index-tracking funds and benchmarked portfolios treat the stock (Key Developments).
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ナラティブ更新 • Mar 10

5741: Future Earnings Will Rely On Aluminum Inventory Effects And Higher Dividend Guidance

The analyst price target for UACJ has shifted from ¥2,395 to about ¥2,549, with analysts pointing to updated assumptions around revenue growth, profit margins, and future P/E as the key drivers of this change. What's in the News UACJ updated its dividend guidance for the year ending March 31, 2026, now expecting an annual dividend of ¥25.00 per share compared with prior guidance of ¥22.00 per share (Key Developments).
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ナラティブ更新 • Feb 23

5741: Future Earnings Will Depend On Aluminum Inventory Tailwinds And Higher Dividend Payout

Analysts have adjusted their price target on UACJ from ¥2,225 to ¥2,395, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News UACJ revised dividend guidance for the year ending March 31, 2026 to ¥25.00 per share, compared with previous guidance of ¥22.00 per share (Key Developments).
分析記事 • Feb 15

Results: UACJ Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

Investors in UACJ Corporation ( TSE:5741 ) had a good week, as its shares rose 4.8% to close at JP¥2,690 following the...
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ナラティブ更新 • Feb 09

5741: Future Earnings Will Rely On Aluminum Inventory Gains Despite Modest Dividend Outlook

Narrative Update: UACJ Analyst Price Target Revision Analysts have lifted their price target for UACJ from ¥2,125 to ¥2,225, reflecting updated views on fair value that factor in revised assumptions for discount rate, revenue, profit margin and future P/E. What's in the News UACJ plans an analyst and investor business briefing focused on its Aerospace and Defense Materials Business, providing more detail on that segment's priorities and operating profile (Key Developments).
分析記事 • Feb 05

Market Participants Recognise UACJ Corporation's (TSE:5741) Earnings

UACJ Corporation's ( TSE:5741 ) price-to-earnings (or "P/E") ratio of 25.3x might make it look like a strong sell right...
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新しいナラティブ • Feb 03

Metal Spread Reliance And Can Stock Headwinds Will Weigh On Future Performance

Catalysts About UACJ UACJ is an aluminum products group focused on flat rolled products, can stock and related materials, with production bases in Japan, Thailand and the U.S. What are the underlying business or industry changes driving this perspective? Global demand for aluminum can materials into North America and Europe is currently described as steady.
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ナラティブ更新 • Jan 26

5741: Future Earnings Will Rely On Inventory Gains Despite Modest Dividend Outlook

Analysts have held their fair value estimate for UACJ at ¥2,125. A slightly lower discount rate and a marginally reduced future P/E assumption underpin the updated price target rationale.
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ナラティブ更新 • Jan 12

5741: Future Earnings Outlook Will Remain Stable With Inventory Tailwinds And Dividend Support

Analysts have raised their price target on UACJ from ¥1,975 to ¥2,125. They cite updated assumptions for revenue growth, profit margins and future P/E that they believe better reflect the company’s current risk profile and earnings potential.
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ナラティブ更新 • Dec 24

5741: Future Earnings Outlook Will Remain Stable With Modest Dividend Support

Analysts have lifted their price target on UACJ from ¥1,850 to ¥1,975, citing expectations of slightly faster revenue growth, modestly higher profit margins, and a lower perceived risk profile that could support a richer future earnings multiple. What's in the News Raised full year 2026 consolidated guidance, with revenue now expected at JPY 1,100,000 million, operating income at JPY 55,000 million, and profit attributable to owners at JPY 23,000 million, reflecting benefits from higher aluminum ingot prices and inventory effects (company guidance).
分析記事 • Dec 20

Returns At UACJ (TSE:5741) Are On The Way Up

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
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ナラティブ更新 • Dec 10

5741: Future Earnings Outlook Expected To Remain Stable With Modest Dividend Support

Analysts have slightly raised their price target for UACJ, increasing fair value by ¥20 to ¥1,850 per share. The revision reflects modestly higher assumptions for revenue growth, profit margins and future valuation multiples, despite a somewhat higher discount rate.
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ナラティブ更新 • Nov 25

5741: Stable Earnings Outlook Expected Amid Lower Revenue Growth Forecast

Analysts have adjusted their price target for UACJ to ¥1,830, as they cite a modest decrease in projected revenue growth and profit margin. However, their overall fair value estimate remains unchanged.
分析記事 • Nov 19

Investors Can Find Comfort In UACJ's (TSE:5741) Earnings Quality

Soft earnings didn't appear to concern UACJ Corporation's ( TSE:5741 ) shareholders over the last week. We did some...
分析記事 • Nov 11

UACJ (TSE:5741) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
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ナラティブ更新 • Nov 10

5741: Fair Outlook Projected With Stable Forecasts And Unchanged Estimate

Narrative Update on UACJ: Analyst Price Target Adjustment Analysts have maintained their fair value estimate for UACJ unchanged at ¥1,830. This reflects ongoing confidence in the company's outlook despite minor adjustments to certain financial assumptions.
分析記事 • Oct 27

A Look At The Fair Value Of UACJ Corporation (TSE:5741)

Key Insights UACJ's estimated fair value is JP¥1,931 based on 2 Stage Free Cash Flow to Equity With JP¥1,954 share...
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ナラティブ更新 • Oct 27

Stock Split And Dividend Changes Will Shape Aluminum Outlook Over Coming Year

Analysts have raised their price target for UACJ from ¥1,787.83 to ¥1,830.00. They cited improved revenue growth projections and a marginal reduction in the discount rate as key factors behind the adjustment.
User avatar
ナラティブ更新 • Oct 13

Growing Can Stock And EV Markets Will Drive Aluminum Demand Through FY 2030

Analysts have raised their price target for UACJ from ¥1,687.92 to ¥1,787.83, citing expectations for slightly stronger revenue growth and improved profit margins in future forecasts. What's in the News UACJ Corporation revised its dividend forecast for the fiscal year ending March 31, 2026, reducing the expected dividend to JPY 20.00 per share from the previously announced JPY 80.00 per share (Key Developments).
分析記事 • Sep 30

Investors Appear Satisfied With UACJ Corporation's (TSE:5741) Prospects

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider UACJ...
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ナラティブ更新 • Sep 29

Growing Can Stock And EV Markets Will Drive Aluminum Demand Through FY 2030

Despite a modest improvement in revenue growth forecasts and a slight uptick in the future P/E multiple, analysts have materially reduced UACJ's fair value estimate, with the consensus price target dropping from ¥6602 to ¥1688. What's in the News UACJ reduced its dividend forecast for the fiscal year ending March 31, 2026, from JPY 80.00 per share to JPY 20.00 per share.
User avatar
ナラティブ更新 • Aug 27

Growing Can Stock And EV Markets Will Drive Aluminum Demand Through FY 2030

The upward revision in UACJ's consensus price target reflects improved analyst expectations, primarily driven by stronger revenue growth forecasts and a higher future P/E, resulting in a new target of ¥6,468. What's in the News Board approved a four-for-one stock split of common shares and partial amendment to Articles of Incorporation related to the split.
分析記事 • Aug 08

UACJ Corporation Just Missed EPS By 74%: Here's What Analysts Think Will Happen Next

TSE:5741 1 Year Share Price vs Fair Value Explore UACJ's Fair Values from the Community and select yours Last week, you...
分析記事 • Jul 25

UACJ (TSE:5741) Is Due To Pay A Dividend Of ¥80.00

UACJ Corporation ( TSE:5741 ) has announced that it will pay a dividend of ¥80.00 per share on the 2nd of December...
分析記事 • Jul 10

UACJ (TSE:5741) Will Pay A Dividend Of ¥80.00

The board of UACJ Corporation ( TSE:5741 ) has announced that it will pay a dividend on the 2nd of December, with...
分析記事 • May 02

Is UACJ (TSE:5741) Using Too Much Debt?

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 • Apr 15

Estimating The Fair Value Of UACJ Corporation (TSE:5741)

Key Insights UACJ's estimated fair value is JP¥5,505 based on 2 Stage Free Cash Flow to Equity With JP¥4,490 share...
User avatar
新しいナラティブ • Feb 07

Growing Can Stock And EV Markets Will Drive Aluminum Demand Through FY 2030

Strategic investments in capacity and recycling technology are expected to boost operational efficiency, leading to improved net margins.
分析記事 • Jan 27

UACJ (TSE:5741) Is Experiencing Growth In Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
分析記事 • Dec 20

Are Investors Undervaluing UACJ Corporation (TSE:5741) By 40%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, UACJ fair value estimate is JP¥8,597 UACJ's JP¥5,190 share...
分析記事 • Nov 27

With UACJ Corporation (TSE:5741) It Looks Like You'll Get What You Pay For

There wouldn't be many who think UACJ Corporation's ( TSE:5741 ) price-to-sales (or "P/S") ratio of 0.3x is worth a...

CEO報酬分析

UACJ の収益と比較して、Shinji Tanaka の報酬はどのように変化したか?
日付総報酬給与会社業績
Jun 30 2026n/an/a

JP¥73b

Mar 31 2026JP¥166mJP¥66m

JP¥39b

Dec 31 2025n/an/a

JP¥28b

Sep 30 2025n/an/a

JP¥19b

Jun 30 2025n/an/a

JP¥15b

Mar 31 2025JP¥114mJP¥64m

JP¥28b

報酬と市場: Shinjiの 総報酬 ($USD 1.07M ) は、 JP市場 ($USD 907.35K ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Shinjiの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Shinji Tanaka (63 yo)

8.4yrs
在職期間
JP¥166,000,000
報酬

Mr. Shinji Tanaka serves as an Executive Vice President of UACJ (Thailand) Co., Ltd. since April 2018. Mr. Tanaka served as an Executive Officer of UACJ Corporation since April 2018 until April 2022 and se...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Shinji Tanaka
President8.4yrsJP¥166.00m0.021%
¥ 84.3m
Motoyasu Sudo
GM of Investor Relations & Public Relation Departmentno dataデータなしデータなし
Kensuke Goto
Head of the Global Sales Planning & Promotion Department6.7yrsデータなしデータなし
Henry Gordinier
Senior Managing Executive Officer9.4yrsデータなしデータなし
Joji Kumamoto
Senior Managing Executive Officer & Directorno dataデータなし0.0040%
¥ 15.8m
Fumiharu Jito
Senior Managing Executive Officer & Director4.3yrsデータなしデータなし
Keizo Hashimoto
Executive Vice President3.7yrsデータなしデータなし
Midori Narita
Executive Officer & Chief Executive of Corporate Sustainability Division2.4yrsデータなしデータなし
Minami Takahashi
Managing Executive Officer and Chief Executive of Aerospace & Defense Materials Business Division1.4yrsデータなしデータなし
Mike Wargner
President of UACJ Automotive Whitehall Industriesno dataデータなしデータなし
Kozo Okada
Executive Officer & Director1.3yrsデータなし0.00088%
¥ 3.5m
Osamu Kawase
Managing Executive Officerno dataデータなしデータなし
4.0yrs
平均在職期間
63yo
平均年齢

経験豊富な経営陣: 5741の経営陣は 経験豊富 であると考えられます ( 4年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Shinji Tanaka
President5.3yrsJP¥166.00m0.021%
¥ 84.3m
Joji Kumamoto
Senior Managing Executive Officer & Director3.3yrsデータなし0.0040%
¥ 15.8m
Fumiharu Jito
Senior Managing Executive Officer & Director4.3yrsデータなしデータなし
Kozo Okada
Executive Officer & Director1.3yrsデータなし0.00088%
¥ 3.5m
Ryoko Nagata
Part-Time Independent Outside Director3.3yrsデータなし0.00088%
¥ 3.5m
Miyuki Ishihara
Chairman of the Baord11.3yrsデータなし0.030%
¥ 119.3m
Makoto Shimamoto
Independent Outside Directorless than a yearデータなしデータなし
Noriko Higuchi
Independent Outside Directorless than a yearデータなしデータなし
Haruhiro Iida
Audit & Supervisory Board Member2.3yrsデータなし0.0064%
¥ 25.5m
Yoshinori Nakashima
Independent Outside Directorless than a yearデータなしデータなし
Yoshitaka Mitsuda
Part Time Independent Outside Director4.3yrsデータなし0.00088%
¥ 3.5m
Makiko Akabane
Part-Time Independent Outside Director3.3yrsデータなし0.00044%
¥ 1.7m
3.3yrs
平均在職期間
63yo
平均年齢

経験豊富なボード: 5741の 取締役会 は 経験豊富 であると考えられます ( 3.3年の平均在任期間)。


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2026/09/16 14:48
終値2026/09/16 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
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  • キャッシュ・フロー計算書
  • 貸借対照表
  • SECフォーム10-K
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アナリストのコンセンサス予想+プラス3年
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  • 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
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マネジメント10年
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主な進展10年
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* 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 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

UACJ Corporation 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。14

アナリスト機関
Takashi EnomotoBofA Global Research
null nullDaiwa Securities Co. Ltd.
Shinichiro OzakiDaiwa Securities Co. Ltd.

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