Rorze（6323）株式概要ロルツェ・コーポレーションは、半導体およびフラットパネル・ディスプレイ製造用の自動化システムの設計、開発、製造、販売を世界中で行っている。 詳細6323 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5/6過去の実績1/6財務の健全性6/6配当金0/6報酬収益は年間22.02%増加すると予測されています 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財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る6323 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW496,749 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 NarrativeBLINROAG496,749 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥4.94k22.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0252b2016201920222025202620282031Revenue JP¥251.5bEarnings JP¥37.2bAdvancedSet Fair ValueView all narrativesRorze Corporation 競合他社Tokyo SeimitsuSymbol: TSE:7729Market cap: JP¥786.2bMicronics JapanSymbol: TSE:6871Market cap: JP¥620.2bFerrotecSymbol: TSE:6890Market cap: JP¥486.6bTekscend PhotomaskSymbol: TSE:429AMarket cap: JP¥474.3b価格と性能株価の高値、安値、推移の概要Rorze過去の株価現在の株価JP¥4,721.0052週高値JP¥5,199.0052週安値JP¥1,628.00ベータ1.651ヶ月の変化11.63%3ヶ月変化63.30%1年変化143.29%3年間の変化306.28%5年間の変化391.77%IPOからの変化10,568.93%最新ニュースPrice Target Changed • Jul 01Price target increased by 9.3% to JP¥5,275Up from JP¥4,825, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥5,080. Stock is up 165% over the past year. The company is forecast to post earnings per share of JP¥170 for next year compared to JP¥109 last year.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥4,544, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Semiconductor industry in Japan. Total returns to shareholders of 289% over the past three years.お知らせ • May 27Rorze Corporation to Report Q1, 2027 Results on Jul 09, 2026Rorze Corporation announced that they will report Q1, 2027 results on Jul 09, 2026Price Target Changed • Apr 25Price target increased by 14% to JP¥4,550Up from JP¥4,000, the current price target is an average from 4 analysts. New target price is 25% above last closing price of JP¥3,638. Stock is up 141% over the past year. The company is forecast to post earnings per share of JP¥168 for next year compared to JP¥109 last year.分析記事 • Apr 16Rorze's (TSE:6323) Conservative Accounting Might Explain Soft EarningsThe market was pleased with the recent earnings report from Rorze Corporation ( TSE:6323 ), despite the profit numbers...分析記事 • Apr 12Rorze Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowThe investors in Rorze Corporation 's ( TSE:6323 ) will be rubbing their hands together with glee today, after the...最新情報をもっと見るRecent updatesPrice Target Changed • Jul 01Price target increased by 9.3% to JP¥5,275Up from JP¥4,825, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥5,080. Stock is up 165% over the past year. The company is forecast to post earnings per share of JP¥170 for next year compared to JP¥109 last year.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥4,544, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Semiconductor industry in Japan. Total returns to shareholders of 289% over the past three years.お知らせ • May 27Rorze Corporation to Report Q1, 2027 Results on Jul 09, 2026Rorze Corporation announced that they will report Q1, 2027 results on Jul 09, 2026Price Target Changed • Apr 25Price target increased by 14% to JP¥4,550Up from JP¥4,000, the current price target is an average from 4 analysts. New target price is 25% above last closing price of JP¥3,638. Stock is up 141% over the past year. The company is forecast to post earnings per share of JP¥168 for next year compared to JP¥109 last year.分析記事 • Apr 16Rorze's (TSE:6323) Conservative Accounting Might Explain Soft EarningsThe market was pleased with the recent earnings report from Rorze Corporation ( TSE:6323 ), despite the profit numbers...分析記事 • Apr 12Rorze Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowThe investors in Rorze Corporation 's ( TSE:6323 ) will be rubbing their hands together with glee today, after the...Reported Earnings • Apr 10Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥109 (down from JP¥134 in FY 2025). Revenue: JP¥128.8b (up 3.5% from FY 2025). Net income: JP¥19.0b (down 19% from FY 2025). Profit margin: 15% (down from 19% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.3%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 09Rorze Corporation, Annual General Meeting, May 28, 2026Rorze Corporation, Annual General Meeting, May 28, 2026.Buy Or Sell Opportunity • Apr 08Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to JP¥3,197. The fair value is estimated to be JP¥2,524, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.お知らせ • Apr 02Rorze Corporation to Report Fiscal Year 2026 Results on Apr 09, 2026Rorze Corporation announced that they will report fiscal year 2026 results on Apr 09, 2026Buy Or Sell Opportunity • Mar 05Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to JP¥3,028. The fair value is estimated to be JP¥2,415, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,836, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 22x in the Semiconductor industry in Japan. Total returns to shareholders of 155% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,413 per share.Upcoming Dividend • Feb 19Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (0.9%).Price Target Changed • Feb 06Price target increased by 21% to JP¥3,433Up from JP¥2,833, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥3,299. Stock is up 99% over the past year. The company is forecast to post earnings per share of JP¥135 for next year compared to JP¥134 last year.Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥3,174, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Semiconductor industry in Japan. Total returns to shareholders of 235% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,285 per share.分析記事 • Jan 14Rorze Corporation (TSE:6323) Looks Just Right With A 34% Price JumpRorze Corporation ( TSE:6323 ) shareholders would be excited to see that the share price has had a great month, posting...分析記事 • Jan 13Earnings Report: Rorze Corporation Missed Revenue Estimates By 9.2%It's been a pretty great week for Rorze Corporation ( TSE:6323 ) shareholders, with its shares surging 15% to JP¥2,875...Buy Or Sell Opportunity • Jan 13Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to JP¥2,862. The fair value is estimated to be JP¥2,299, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.Reported Earnings • Jan 10Third quarter 2026 earnings released: EPS: JP¥38.01 (vs JP¥21.88 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.01 (up from JP¥21.88 in 3Q 2025). Revenue: JP¥28.9b (flat on 3Q 2025). Net income: JP¥6.59b (up 71% from 3Q 2025). Profit margin: 23% (up from 13% in 3Q 2025). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,329, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Semiconductor industry in Japan. Total returns to shareholders of 239% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,505 per share.分析記事 • Dec 18Should You Investigate Rorze Corporation (TSE:6323) At JP¥1,994?Rorze Corporation ( TSE:6323 ), is not the largest company out there, but it saw a double-digit share price rise of...分析記事 • Dec 04Is Rorze (TSE:6323) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Nov 19A Look Into Rorze's (TSE:6323) Impressive Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...お知らせ • Nov 01Rorze Corporation to Report Q3, 2026 Results on Jan 09, 2026Rorze Corporation announced that they will report Q3, 2026 results on Jan 09, 2026New Risk • Oct 24New 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 7.8% 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 (7.8% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (14% net profit margin).分析記事 • Oct 18Rorze Corporation (TSE:6323) Just Released Its Interim Earnings: Here's What Analysts ThinkIt's been a sad week for Rorze Corporation ( TSE:6323 ), who've watched their investment drop 10% to JP¥2,157 in the...Declared Dividend • Oct 13Dividend of JP¥17.00 announcedShareholders will receive a dividend of JP¥17.00. Ex-date: 26th February 2026 Payment date: 1st June 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.0%. Payout Ratios Payout ratio: 16%. Cash payout ratio: 9%.Reported Earnings • Oct 11Second quarter 2026 earnings released: EPS: JP¥32.24 (vs JP¥40.15 in 2Q 2025)Second quarter 2026 results: EPS: JP¥32.24 (down from JP¥40.15 in 2Q 2025). Revenue: JP¥32.5b (up 5.2% from 2Q 2025). Net income: JP¥5.61b (down 21% from 2Q 2025). Profit margin: 17% (down from 23% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 09A Look At The Fair Value Of Rorze Corporation (TSE:6323)Key Insights Using the 2 Stage Free Cash Flow to Equity, Rorze fair value estimate is JP¥2,721 Rorze's JP¥2,401 share...Buy Or Sell Opportunity • Sep 26Now 21% undervaluedOver the last 90 days, the stock has risen 5.8% to JP¥2,182. The fair value is estimated to be JP¥2,770, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 6.7%. Revenue is forecast to grow by 9.8% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.分析記事 • Sep 26Rorze Corporation (TSE:6323) Looks Just Right With A 28% Price JumpRorze Corporation ( TSE:6323 ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,082, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Semiconductor industry in Japan. Total returns to shareholders of 166% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,755 per share.分析記事 • Sep 03Does Rorze (TSE:6323) 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 • Aug 21At JP¥1,821, Is It Time To Put Rorze Corporation (TSE:6323) On Your Watch List?Rorze Corporation ( TSE:6323 ), is not the largest company out there, but it saw a decent share price growth of 18% on...分析記事 • Aug 07Rorze Corporation (TSE:6323) Not Flying Under The RadarTSE:6323 1 Year Share Price vs Fair Value Explore Rorze's Fair Values from the Community and select yours Rorze...New Risk • Jul 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 16% Last year net profit margin: 23% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.7% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (16% net profit margin).Reported Earnings • Jul 13First quarter 2026 earnings released: EPS: JP¥29.90 (vs JP¥49.82 in 1Q 2025)First quarter 2026 results: EPS: JP¥29.90 (down from JP¥49.82 in 1Q 2025). Revenue: JP¥33.1b (up 13% from 1Q 2025). Net income: JP¥5.26b (down 40% from 1Q 2025). Profit margin: 16% (down from 30% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 11Rorze Corporation to Report Q2, 2026 Results on Oct 10, 2025Rorze Corporation announced that they will report Q2, 2026 results on Oct 10, 2025Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,874, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Semiconductor industry in Japan. Total returns to shareholders of 105% over the past three years.Reported Earnings • Jun 04Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥134 (up from JP¥111 in FY 2024). Revenue: JP¥124.4b (up 33% from FY 2024). Net income: JP¥23.6b (up 21% from FY 2024). Profit margin: 19% (down from 21% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 5.2%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 15% per year.Price Target Changed • May 18Price target decreased by 7.5% to JP¥2,867Down from JP¥3,100, the current price target is an average from 3 analysts. New target price is 79% above last closing price of JP¥1,606. Stock is down 52% over the past year. The company is forecast to post earnings per share of JP¥134 for next year compared to JP¥134 last year.Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,700, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Semiconductor industry in Japan. Total returns to shareholders of 58% over the past three years.お知らせ • Apr 29Rorze Corporation to Report Q1, 2026 Results on Jul 11, 2025Rorze Corporation announced that they will report Q1, 2026 results on Jul 11, 2025お知らせ • Apr 13Rorze Corporation (TSE:6323) announces an Equity Buyback for 5,300,000 shares, representing 3.01% for ¥5,000 million.Rorze Corporation (TSE:6323) announces a share repurchase program. Under the program, the company will repurchase up to 5,300,000 shares, representing 3.01% of its issued share capital (excluding treasury stock), for ¥5,000 million. The purpose of the program is to carry out flexible capital policy. The program will run until July 31, 2025. As of February 28, 2025, the company had 176,365,140 shares in issue (excluding treasury stock) and 34,860 shares in treasury.Reported Earnings • Apr 12Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥134 (up from JP¥111 in FY 2024). Revenue: JP¥124.4b (up 33% from FY 2024). Net income: JP¥23.6b (up 21% from FY 2024). Profit margin: 19% (down from 21% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 5.2%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Apr 11+ 3 more updatesRorze Corporation, Annual General Meeting, May 29, 2025Rorze Corporation, Annual General Meeting, May 29, 2025.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥1,197, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Semiconductor industry in Japan. Total returns to shareholders of 14% over the past three years.New Risk • Mar 31New 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 7.5% 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.Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,940, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Semiconductor industry in Japan. Total returns to shareholders of 87% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,758 per share.Upcoming Dividend • Feb 20Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 02 June 2025. Payout ratio is a comfortable 10.0% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.6%).お知らせ • Feb 03Rorze Corporation to Report Fiscal Year 2025 Results on Apr 11, 2025Rorze Corporation announced that they will report fiscal year 2025 results on Apr 11, 2025Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,804, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Semiconductor industry in Japan. Total returns to shareholders of 74% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,914 per share.Reported Earnings • Jan 12Third quarter 2025 earnings released: EPS: JP¥21.88 (vs JP¥32.08 in 3Q 2024)Third quarter 2025 results: EPS: JP¥21.88 (down from JP¥32.08 in 3Q 2024). Revenue: JP¥29.0b (up 20% from 3Q 2024). Net income: JP¥3.86b (down 32% from 3Q 2024). Profit margin: 13% (down from 23% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,842, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Semiconductor industry in Japan. Total returns to shareholders of 47% over the past three years.お知らせ • Nov 12Rorze Corporation to Report Q3, 2025 Results on Jan 10, 2025Rorze Corporation announced that they will report Q3, 2025 results on Jan 10, 2025Reported Earnings • Oct 16Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥30.9b (up 27% from 2Q 2024). Net income: JP¥7.08b (up 13% from 2Q 2024). Profit margin: 23% (down from 26% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Japan.Declared Dividend • Oct 14Dividend of JP¥16.00 announcedShareholders will receive a dividend of JP¥16.00. Ex-date: 27th February 2025 Payment date: 2nd June 2025 Dividend yield will be 0.8%, which is lower than the industry average of 1.0%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 2%.Price Target Changed • Aug 29Price target decreased by 11% to JP¥32,333Down from JP¥36,333, the current price target is an average from 3 analysts. New target price is 1,343% above last closing price of JP¥2,241. Stock is down 81% over the past year. The company is forecast to post earnings per share of JP¥1,416 for next year compared to JP¥1,111 last year.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to JP¥16,280, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Semiconductor industry in Japan. Total returns to shareholders of 95% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥13,483 per share.お知らせ • Jul 27Rorze Corporation to Report Q2, 2025 Results on Oct 11, 2024Rorze Corporation announced that they will report Q2, 2025 results on Oct 11, 2024Valuation Update With 7 Day Price Move • Jul 18Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥26,410, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 22x in the Semiconductor industry in Japan. Total returns to shareholders of 220% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,131 per share.Reported Earnings • Jul 13First quarter 2025 earnings released: EPS: JP¥498 (vs JP¥202 in 1Q 2024)First quarter 2025 results: EPS: JP¥498 (up from JP¥202 in 1Q 2024). Revenue: JP¥29.3b (up 76% from 1Q 2024). Net income: JP¥8.77b (up 147% from 1Q 2024). Profit margin: 30% (up from 21% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jun 06Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥1,111 (down from JP¥1,237 in FY 2023). Revenue: JP¥93.2b (down 1.3% from FY 2023). Net income: JP¥19.6b (down 8.5% from FY 2023). Profit margin: 21% (down from 23% in FY 2023). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 4.3%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 29Rorze Corporation to Report Q1, 2025 Results on Jul 11, 2024Rorze Corporation announced that they will report Q1, 2025 results on Jul 11, 2024Major Estimate Revision • Apr 18Consensus revenue estimates increase by 21%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥101.9b to JP¥123.4b. EPS estimate increased from JP¥1,111 to JP¥1,344 per share. Net income forecast to grow 21% next year vs 18% growth forecast for Semiconductor industry in Japan. Consensus price target up from JP¥18,400 to JP¥21,650. Share price rose 28% to JP¥27,870 over the past week.Price Target Changed • Apr 14Price target increased by 12% to JP¥20,650Up from JP¥18,400, the current price target is an average from 4 analysts. New target price is 23% below last closing price of JP¥26,830. Stock is up 186% over the past year. The company is forecast to post earnings per share of JP¥1,162 for next year compared to JP¥1,111 last year.New Risk • Apr 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 9.2% 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.お知らせ • Apr 12Rorze Corporation (TSE:6323) announces an Equity Buyback for 15,000 shares, representing 0.09% for ¥500 million.Rorze Corporation (TSE:6323) announces a share repurchase program. Under the program, the company will repurchase up to 15,000 shares, representing 0.09% of its issued share capital (excluding treasury stock), for ¥500 million. The purpose of the program is to carry out flexible capital policy. The program will run until May 10, 2024. As of February 29, 2024, the company had 17,620,209 shares in issue (excluding treasury stock) and 19,791 shares in treasury.お知らせ • Apr 11Rorze Corporation, Annual General Meeting, May 30, 2024Rorze Corporation, Annual General Meeting, May 30, 2024.Upcoming Dividend • Feb 21Upcoming dividend of JP¥135 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 14% but the company is paying out more than the cash it is generating. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (0.9%).Price Target Changed • Feb 02Price target increased by 7.8% to JP¥17,250Up from JP¥16,000, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥17,730. Stock is up 70% over the past year. The company is forecast to post earnings per share of JP¥1,049 for next year compared to JP¥1,237 last year.株主還元6323JP SemiconductorJP 市場7D4.6%-3.8%2.1%1Y143.3%272.3%44.1%株主還元を見る業界別リターン: 6323過去 1 年間で272.3 % の収益を上げたJP Semiconductor業界を下回りました。リターン対市場: 6323過去 1 年間で44.1 % の収益を上げたJP市場を上回りました。価格変動Is 6323's price volatile compared to industry and market?6323 volatility6323 Average Weekly Movement12.0%Semiconductor Industry Average Movement10.7%Market Average Movement4.3%10% most volatile stocks in JP Market9.2%10% least volatile stocks in JP Market2.1%安定した株価: 6323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: 6323の weekly volatility ( 12% ) 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19664,435Yoshiyuki Fujishirowww.rorze.comロルツェ・コーポレーションは、半導体およびフラットパネル・ディスプレイ製造用の自動化システムの設計、開発、製造、販売を世界中で行っている。大気圧ロボット、真空ロボット、アライナー、ロードポート、真空プラットフォーム、EFEM/ソーター、ストッカーなどのウェハーハンドリングシステム、マスク/レチクルハンドリングシステムを提供。また、システムインテグレーションとパッケージサービス、ホストオンライン通信、装置制御、EDA/インターフェースAソリューション、コントローラ、ステッピングモータとドライバなどの制御装置も提供している。さらに、同社はメカトロニクスCO2インキュベーター、セルキーパー、ツイストディキャッパーとインキュベーター、ヒートシーラー、パワーシール、バリスタック、セルファームとショットからなるライフサイエンス自動化製品を提供している。また、半導体製造装置用ロボットの製造、ロボット用機械部品の加工・輸出、装置・部品の輸入・販売・保守・仲介も行っている。同社は1966年に設立され、福山市に本社を置く。もっと見るRorze Corporation 基礎のまとめRorze の収益と売上を時価総額と比較するとどうか。6323 基礎統計学時価総額JP¥856.75b収益（TTM）JP¥19.05b売上高(TTM)JP¥128.79b43.0xPER（株価収益率6.4xP/Sレシオ6323 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6323 損益計算書（TTM）収益JP¥128.79b売上原価JP¥76.14b売上総利益JP¥52.65bその他の費用JP¥33.60b収益JP¥19.05b直近の収益報告Feb 28, 2026次回決算日Jul 09, 2026一株当たり利益（EPS）109.83グロス・マージン40.88%純利益率14.79%有利子負債／自己資本比率17.0%6323 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0.4%現在の配当利回り16%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2026/07/06 07:41終値2026/07/06 00:00収益2026/02/28年間収益2026/02/28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Rorze 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。8 アナリスト機関Junji OkawaDaiwa Securities Co. Ltd.Mitsuhiro OsawaIchiyoshi Research Institute Inc.Masahiro NakanomyoJefferies LLC5 その他のアナリストを表示
Price Target Changed • Jul 01Price target increased by 9.3% to JP¥5,275Up from JP¥4,825, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥5,080. Stock is up 165% over the past year. The company is forecast to post earnings per share of JP¥170 for next year compared to JP¥109 last year.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥4,544, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Semiconductor industry in Japan. Total returns to shareholders of 289% over the past three years.
お知らせ • May 27Rorze Corporation to Report Q1, 2027 Results on Jul 09, 2026Rorze Corporation announced that they will report Q1, 2027 results on Jul 09, 2026
Price Target Changed • Apr 25Price target increased by 14% to JP¥4,550Up from JP¥4,000, the current price target is an average from 4 analysts. New target price is 25% above last closing price of JP¥3,638. Stock is up 141% over the past year. The company is forecast to post earnings per share of JP¥168 for next year compared to JP¥109 last year.
分析記事 • Apr 16Rorze's (TSE:6323) Conservative Accounting Might Explain Soft EarningsThe market was pleased with the recent earnings report from Rorze Corporation ( TSE:6323 ), despite the profit numbers...
分析記事 • Apr 12Rorze Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowThe investors in Rorze Corporation 's ( TSE:6323 ) will be rubbing their hands together with glee today, after the...
Price Target Changed • Jul 01Price target increased by 9.3% to JP¥5,275Up from JP¥4,825, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥5,080. Stock is up 165% over the past year. The company is forecast to post earnings per share of JP¥170 for next year compared to JP¥109 last year.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥4,544, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Semiconductor industry in Japan. Total returns to shareholders of 289% over the past three years.
お知らせ • May 27Rorze Corporation to Report Q1, 2027 Results on Jul 09, 2026Rorze Corporation announced that they will report Q1, 2027 results on Jul 09, 2026
Price Target Changed • Apr 25Price target increased by 14% to JP¥4,550Up from JP¥4,000, the current price target is an average from 4 analysts. New target price is 25% above last closing price of JP¥3,638. Stock is up 141% over the past year. The company is forecast to post earnings per share of JP¥168 for next year compared to JP¥109 last year.
分析記事 • Apr 16Rorze's (TSE:6323) Conservative Accounting Might Explain Soft EarningsThe market was pleased with the recent earnings report from Rorze Corporation ( TSE:6323 ), despite the profit numbers...
分析記事 • Apr 12Rorze Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowThe investors in Rorze Corporation 's ( TSE:6323 ) will be rubbing their hands together with glee today, after the...
Reported Earnings • Apr 10Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥109 (down from JP¥134 in FY 2025). Revenue: JP¥128.8b (up 3.5% from FY 2025). Net income: JP¥19.0b (down 19% from FY 2025). Profit margin: 15% (down from 19% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.3%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 09Rorze Corporation, Annual General Meeting, May 28, 2026Rorze Corporation, Annual General Meeting, May 28, 2026.
Buy Or Sell Opportunity • Apr 08Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to JP¥3,197. The fair value is estimated to be JP¥2,524, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.
お知らせ • Apr 02Rorze Corporation to Report Fiscal Year 2026 Results on Apr 09, 2026Rorze Corporation announced that they will report fiscal year 2026 results on Apr 09, 2026
Buy Or Sell Opportunity • Mar 05Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 38% to JP¥3,028. The fair value is estimated to be JP¥2,415, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥2,836, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 22x in the Semiconductor industry in Japan. Total returns to shareholders of 155% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,413 per share.
Upcoming Dividend • Feb 19Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (0.9%).
Price Target Changed • Feb 06Price target increased by 21% to JP¥3,433Up from JP¥2,833, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥3,299. Stock is up 99% over the past year. The company is forecast to post earnings per share of JP¥135 for next year compared to JP¥134 last year.
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥3,174, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 20x in the Semiconductor industry in Japan. Total returns to shareholders of 235% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,285 per share.
分析記事 • Jan 14Rorze Corporation (TSE:6323) Looks Just Right With A 34% Price JumpRorze Corporation ( TSE:6323 ) shareholders would be excited to see that the share price has had a great month, posting...
分析記事 • Jan 13Earnings Report: Rorze Corporation Missed Revenue Estimates By 9.2%It's been a pretty great week for Rorze Corporation ( TSE:6323 ) shareholders, with its shares surging 15% to JP¥2,875...
Buy Or Sell Opportunity • Jan 13Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to JP¥2,862. The fair value is estimated to be JP¥2,299, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.
Reported Earnings • Jan 10Third quarter 2026 earnings released: EPS: JP¥38.01 (vs JP¥21.88 in 3Q 2025)Third quarter 2026 results: EPS: JP¥38.01 (up from JP¥21.88 in 3Q 2025). Revenue: JP¥28.9b (flat on 3Q 2025). Net income: JP¥6.59b (up 71% from 3Q 2025). Profit margin: 23% (up from 13% in 3Q 2025). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥2,329, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Semiconductor industry in Japan. Total returns to shareholders of 239% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,505 per share.
分析記事 • Dec 18Should You Investigate Rorze Corporation (TSE:6323) At JP¥1,994?Rorze Corporation ( TSE:6323 ), is not the largest company out there, but it saw a double-digit share price rise of...
分析記事 • Dec 04Is Rorze (TSE:6323) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Nov 19A Look Into Rorze's (TSE:6323) Impressive Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
お知らせ • Nov 01Rorze Corporation to Report Q3, 2026 Results on Jan 09, 2026Rorze Corporation announced that they will report Q3, 2026 results on Jan 09, 2026
New Risk • Oct 24New 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 7.8% 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 (7.8% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (14% net profit margin).
分析記事 • Oct 18Rorze Corporation (TSE:6323) Just Released Its Interim Earnings: Here's What Analysts ThinkIt's been a sad week for Rorze Corporation ( TSE:6323 ), who've watched their investment drop 10% to JP¥2,157 in the...
Declared Dividend • Oct 13Dividend of JP¥17.00 announcedShareholders will receive a dividend of JP¥17.00. Ex-date: 26th February 2026 Payment date: 1st June 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.0%. Payout Ratios Payout ratio: 16%. Cash payout ratio: 9%.
Reported Earnings • Oct 11Second quarter 2026 earnings released: EPS: JP¥32.24 (vs JP¥40.15 in 2Q 2025)Second quarter 2026 results: EPS: JP¥32.24 (down from JP¥40.15 in 2Q 2025). Revenue: JP¥32.5b (up 5.2% from 2Q 2025). Net income: JP¥5.61b (down 21% from 2Q 2025). Profit margin: 17% (down from 23% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 09A Look At The Fair Value Of Rorze Corporation (TSE:6323)Key Insights Using the 2 Stage Free Cash Flow to Equity, Rorze fair value estimate is JP¥2,721 Rorze's JP¥2,401 share...
Buy Or Sell Opportunity • Sep 26Now 21% undervaluedOver the last 90 days, the stock has risen 5.8% to JP¥2,182. The fair value is estimated to be JP¥2,770, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 6.7%. Revenue is forecast to grow by 9.8% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.
分析記事 • Sep 26Rorze Corporation (TSE:6323) Looks Just Right With A 28% Price JumpRorze Corporation ( TSE:6323 ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,082, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Semiconductor industry in Japan. Total returns to shareholders of 166% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,755 per share.
分析記事 • Sep 03Does Rorze (TSE:6323) 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 • Aug 21At JP¥1,821, Is It Time To Put Rorze Corporation (TSE:6323) On Your Watch List?Rorze Corporation ( TSE:6323 ), is not the largest company out there, but it saw a decent share price growth of 18% on...
分析記事 • Aug 07Rorze Corporation (TSE:6323) Not Flying Under The RadarTSE:6323 1 Year Share Price vs Fair Value Explore Rorze's Fair Values from the Community and select yours Rorze...
New Risk • Jul 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 16% Last year net profit margin: 23% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.7% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (16% net profit margin).
Reported Earnings • Jul 13First quarter 2026 earnings released: EPS: JP¥29.90 (vs JP¥49.82 in 1Q 2025)First quarter 2026 results: EPS: JP¥29.90 (down from JP¥49.82 in 1Q 2025). Revenue: JP¥33.1b (up 13% from 1Q 2025). Net income: JP¥5.26b (down 40% from 1Q 2025). Profit margin: 16% (down from 30% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 11Rorze Corporation to Report Q2, 2026 Results on Oct 10, 2025Rorze Corporation announced that they will report Q2, 2026 results on Oct 10, 2025
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,874, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Semiconductor industry in Japan. Total returns to shareholders of 105% over the past three years.
Reported Earnings • Jun 04Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥134 (up from JP¥111 in FY 2024). Revenue: JP¥124.4b (up 33% from FY 2024). Net income: JP¥23.6b (up 21% from FY 2024). Profit margin: 19% (down from 21% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 5.2%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 15% per year.
Price Target Changed • May 18Price target decreased by 7.5% to JP¥2,867Down from JP¥3,100, the current price target is an average from 3 analysts. New target price is 79% above last closing price of JP¥1,606. Stock is down 52% over the past year. The company is forecast to post earnings per share of JP¥134 for next year compared to JP¥134 last year.
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,700, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Semiconductor industry in Japan. Total returns to shareholders of 58% over the past three years.
お知らせ • Apr 29Rorze Corporation to Report Q1, 2026 Results on Jul 11, 2025Rorze Corporation announced that they will report Q1, 2026 results on Jul 11, 2025
お知らせ • Apr 13Rorze Corporation (TSE:6323) announces an Equity Buyback for 5,300,000 shares, representing 3.01% for ¥5,000 million.Rorze Corporation (TSE:6323) announces a share repurchase program. Under the program, the company will repurchase up to 5,300,000 shares, representing 3.01% of its issued share capital (excluding treasury stock), for ¥5,000 million. The purpose of the program is to carry out flexible capital policy. The program will run until July 31, 2025. As of February 28, 2025, the company had 176,365,140 shares in issue (excluding treasury stock) and 34,860 shares in treasury.
Reported Earnings • Apr 12Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥134 (up from JP¥111 in FY 2024). Revenue: JP¥124.4b (up 33% from FY 2024). Net income: JP¥23.6b (up 21% from FY 2024). Profit margin: 19% (down from 21% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates by 5.2%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Apr 11+ 3 more updatesRorze Corporation, Annual General Meeting, May 29, 2025Rorze Corporation, Annual General Meeting, May 29, 2025.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥1,197, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 13x in the Semiconductor industry in Japan. Total returns to shareholders of 14% over the past three years.
New Risk • Mar 31New 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 7.5% 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.
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,940, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Semiconductor industry in Japan. Total returns to shareholders of 87% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,758 per share.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 02 June 2025. Payout ratio is a comfortable 10.0% and this is well supported by cash flows. Trailing yield: 0.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.6%).
お知らせ • Feb 03Rorze Corporation to Report Fiscal Year 2025 Results on Apr 11, 2025Rorze Corporation announced that they will report fiscal year 2025 results on Apr 11, 2025
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¥1,804, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Semiconductor industry in Japan. Total returns to shareholders of 74% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,914 per share.
Reported Earnings • Jan 12Third quarter 2025 earnings released: EPS: JP¥21.88 (vs JP¥32.08 in 3Q 2024)Third quarter 2025 results: EPS: JP¥21.88 (down from JP¥32.08 in 3Q 2024). Revenue: JP¥29.0b (up 20% from 3Q 2024). Net income: JP¥3.86b (down 32% from 3Q 2024). Profit margin: 13% (down from 23% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,842, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Semiconductor industry in Japan. Total returns to shareholders of 47% over the past three years.
お知らせ • Nov 12Rorze Corporation to Report Q3, 2025 Results on Jan 10, 2025Rorze Corporation announced that they will report Q3, 2025 results on Jan 10, 2025
Reported Earnings • Oct 16Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: JP¥30.9b (up 27% from 2Q 2024). Net income: JP¥7.08b (up 13% from 2Q 2024). Profit margin: 23% (down from 26% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Japan.
Declared Dividend • Oct 14Dividend of JP¥16.00 announcedShareholders will receive a dividend of JP¥16.00. Ex-date: 27th February 2025 Payment date: 2nd June 2025 Dividend yield will be 0.8%, which is lower than the industry average of 1.0%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 2%.
Price Target Changed • Aug 29Price target decreased by 11% to JP¥32,333Down from JP¥36,333, the current price target is an average from 3 analysts. New target price is 1,343% above last closing price of JP¥2,241. Stock is down 81% over the past year. The company is forecast to post earnings per share of JP¥1,416 for next year compared to JP¥1,111 last year.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to JP¥16,280, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Semiconductor industry in Japan. Total returns to shareholders of 95% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥13,483 per share.
お知らせ • Jul 27Rorze Corporation to Report Q2, 2025 Results on Oct 11, 2024Rorze Corporation announced that they will report Q2, 2025 results on Oct 11, 2024
Valuation Update With 7 Day Price Move • Jul 18Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥26,410, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 22x in the Semiconductor industry in Japan. Total returns to shareholders of 220% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,131 per share.
Reported Earnings • Jul 13First quarter 2025 earnings released: EPS: JP¥498 (vs JP¥202 in 1Q 2024)First quarter 2025 results: EPS: JP¥498 (up from JP¥202 in 1Q 2024). Revenue: JP¥29.3b (up 76% from 1Q 2024). Net income: JP¥8.77b (up 147% from 1Q 2024). Profit margin: 30% (up from 21% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jun 06Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥1,111 (down from JP¥1,237 in FY 2023). Revenue: JP¥93.2b (down 1.3% from FY 2023). Net income: JP¥19.6b (down 8.5% from FY 2023). Profit margin: 21% (down from 23% in FY 2023). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 4.3%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 29Rorze Corporation to Report Q1, 2025 Results on Jul 11, 2024Rorze Corporation announced that they will report Q1, 2025 results on Jul 11, 2024
Major Estimate Revision • Apr 18Consensus revenue estimates increase by 21%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥101.9b to JP¥123.4b. EPS estimate increased from JP¥1,111 to JP¥1,344 per share. Net income forecast to grow 21% next year vs 18% growth forecast for Semiconductor industry in Japan. Consensus price target up from JP¥18,400 to JP¥21,650. Share price rose 28% to JP¥27,870 over the past week.
Price Target Changed • Apr 14Price target increased by 12% to JP¥20,650Up from JP¥18,400, the current price target is an average from 4 analysts. New target price is 23% below last closing price of JP¥26,830. Stock is up 186% over the past year. The company is forecast to post earnings per share of JP¥1,162 for next year compared to JP¥1,111 last year.
New Risk • Apr 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 9.2% 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.
お知らせ • Apr 12Rorze Corporation (TSE:6323) announces an Equity Buyback for 15,000 shares, representing 0.09% for ¥500 million.Rorze Corporation (TSE:6323) announces a share repurchase program. Under the program, the company will repurchase up to 15,000 shares, representing 0.09% of its issued share capital (excluding treasury stock), for ¥500 million. The purpose of the program is to carry out flexible capital policy. The program will run until May 10, 2024. As of February 29, 2024, the company had 17,620,209 shares in issue (excluding treasury stock) and 19,791 shares in treasury.
お知らせ • Apr 11Rorze Corporation, Annual General Meeting, May 30, 2024Rorze Corporation, Annual General Meeting, May 30, 2024.
Upcoming Dividend • Feb 21Upcoming dividend of JP¥135 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 14% but the company is paying out more than the cash it is generating. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (0.9%).
Price Target Changed • Feb 02Price target increased by 7.8% to JP¥17,250Up from JP¥16,000, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥17,730. Stock is up 70% over the past year. The company is forecast to post earnings per share of JP¥1,049 for next year compared to JP¥1,237 last year.
