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ROHM Co., Ltd.TSE:6963 株式レポート

時価総額 JP¥1.8t
株価
JP¥4.60k
JP¥2.94k
56.1% 割高 内在価値ディスカウント
1Y216.6%
7D9.9%
1D
ポートフォリオ価値
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ROHM Co., Ltd.

TSE:6963 株式レポート

時価総額:JP¥1.8t

ROHM(6963)株式概要

ローム株式会社は、世界中で電子部品を製造・販売しています。 詳細

6963 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0/6
財務の健全性5/6
配当金1/6

6963 Community Fair Values

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ROHM Co., Ltd. 競合他社

価格と性能

株価の高値、安値、推移の概要ROHM
過去の株価
現在の株価JP¥4,595.00
52週高値JP¥4,633.00
52週安値JP¥1,402.00
ベータ0.66
1ヶ月の変化24.49%
3ヶ月変化73.40%
1年変化216.57%
3年間の変化55.50%
5年間の変化77.76%
IPOからの変化845.26%

最新ニュース

ナラティブの更新 May 11

6963: Power Semiconductor M&A Uncertainty Will Continue To Cap Future Share Price Potential

Analysts have adjusted their view on ROHM with a revised price target of ¥2,944, reflecting updated assumptions around the discount rate and future P/E, while keeping revenue growth and profit margin expectations essentially unchanged. What's in the News DENSO proposed to acquire the remaining 95.2% of ROHM for an estimated US$8.3b, aiming for full ownership, before later withdrawing the offer after failing to secure support from ROHM's board and special committee (M&A announcement and cancellation).

Recent updates

ナラティブの更新 May 11

6963: Power Semiconductor M&A Uncertainty Will Continue To Cap Future Share Price Potential

Analysts have adjusted their view on ROHM with a revised price target of ¥2,944, reflecting updated assumptions around the discount rate and future P/E, while keeping revenue growth and profit margin expectations essentially unchanged. What's in the News DENSO proposed to acquire the remaining 95.2% of ROHM for an estimated US$8.3b, aiming for full ownership, before later withdrawing the offer after failing to secure support from ROHM's board and special committee (M&A announcement and cancellation).
ナラティブの更新 Apr 22

6963: Power Semiconductor M&A Uncertainty Will Limit Future Share Price Upside

Analysts have raised their price target for ROHM from ¥2,838.89 to ¥2,944.44, citing slightly revised assumptions for discount rates, revenue, profit margins, and future P/E as the primary factors behind the adjustment. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A transaction announcement).
ナラティブの更新 Apr 07

6963: Ongoing Takeover And Merger Talks Will Restrict Future Share Upside

Analysts have adjusted their price target for ROHM from ¥2,715 to about ¥2,839, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News DENSO Corporation has proposed acquiring the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A Transaction Announcements).
ナラティブの更新 Mar 23

6963: Pending Takeover Talks Will Limit Future Upside Potential

Analysts have adjusted their price target on ROHM to ¥2,715 from ¥2,435, reflecting updated assumptions for profit margins, revenue growth and future P/E multiples. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would result in DENSO owning 100% of the company if completed (M&A transaction announcement).
ナラティブの更新 Mar 08

6963: GaN Power Expansion And Pending Takeover Will Restrain Future Upside

Analysts have made a slight upward adjustment to their price target on ROHM, nudging fair value from ¥2,431.82 to ¥2,435.00 as they refresh their assumptions on the discount rate, revenue growth, profit margin, and future P/E. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A Transaction Announcements, March 6, 2026).
ナラティブの更新 Feb 22

6963: Power Devices And Cost Discipline Will Shape Balanced Fair Value Outlook

Analysts have slightly raised their fair value estimate for ROHM from about ¥2,395 to roughly ¥2,432, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. What's in the News ROHM introduced the BD9xxN5 Series of 500mA LDO regulator ICs using its Nano Cap technology, targeting 12V and 24V primary power supplies in automotive, industrial, and communications equipment, with an emphasis on stable operation using small capacitors and low output voltage ripple (Key Developments).
新しいナラティブ Feb 12

SiC Expansion And Margin Targets Will Likely Strain Capacity And Depress Returns

Catalysts About ROHM ROHM is a semiconductor manufacturer focused on power and analog technologies across automotive, industrial, consumer and AI server applications. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Feb 07

6963: Product Pipeline And Cost Pressures Will Shape Balanced Fair Value Outlook

Analysts have raised their fair value estimate for ROHM from ¥2,240.91 to ¥2,395.45, citing slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E to support the higher price target. What's in the News ROHM introduced the BD9xxN5 Series of 500mA LDO regulator ICs using its Nano Cap control technology, aimed at 12V and 24V automotive, industrial and communication infrastructure power supplies, with a focus on stable operation using small capacitors and reduced output voltage ripple (Key Developments).
分析記事 Feb 06

Earnings Miss: ROHM Co., Ltd. Missed EPS By 18% And Analysts Are Revising Their Forecasts

ROHM Co., Ltd. ( TSE:6963 ) shareholders are probably feeling a little disappointed, since its shares fell 6.8% to...
新しいナラティブ Jan 28

Fair Long-Term View Centers On SiC Power Devices And Automotive Expansion

Catalysts About ROHM ROHM is a semiconductor company focused on power and analog technologies across automotive, industrial and consumer markets. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 Jan 24

6963: Elevated Multiple And Cost Pressures Will Constrain Product Ramp Upside

Analysts have lifted their fair value estimate for ROHM from ¥2,204.55 to ¥2,240.91, reflecting updated assumptions around discount rates, profit margins and future P/E that slightly adjust their overall price target outlook. What's in the News ROHM revised its consolidated earnings guidance for the year ending March 31, 2026, now projecting net sales of ¥460,000m, operating profit of ¥5,000m, profit attributable to owners of parent of ¥9,000m, and net income per share of ¥23.31, compared with prior guidance of net sales of ¥440,000m, operating profit of ¥4,000m, profit attributable to owners of parent of ¥7,000m, and net income per share of ¥18.14 (Corporate guidance).
分析記事 Jan 22

ROHM (TSE:6963) Has Announced A Dividend Of ¥25.00

The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend on the 26th of June, with investors...
ナラティブの更新 Jan 09

6963: Product Ramp And Raised Guidance Will Support Balanced Earnings Outlook

Analysts have kept their fair value estimate for ROHM steady at ¥2,204.55 while slightly adjusting inputs such as the discount rate and future P/E. This reflects fine tuning of their valuation framework rather than a major shift in outlook.
分析記事 Jan 08

ROHM (TSE:6963) Is Paying Out A Dividend Of ¥25.00

ROHM Co., Ltd. ( TSE:6963 ) will pay a dividend of ¥25.00 on the 26th of June. This makes the dividend yield 2.1...
ナラティブの更新 Dec 22

6963: New Product Pipeline And Guidance Revision Will Support Balanced Profit Outlook

Analysts have modestly raised their price target on ROHM, reflecting slightly higher long term growth and profitability expectations. They are maintaining a fair value estimate of ¥2,204.55 per share, as incremental improvements in revenue growth and profit margins offset a marginally higher discount rate and a slightly lower assumed future P E multiple.
分析記事 Dec 21

ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00

ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th of June. This...
ナラティブの更新 Dec 08

6963: New Guidance And Manufacturing Reorganization Will Support Balanced Profit Outlook

Analysts have slightly trimmed their price target on ROHM from approximately $2,222.73 to $2,204.55, reflecting a modest recalibration of valuation multiples, despite marginally higher revenue growth expectations and a lower discount rate. What's in the News Raising full year FY2026 guidance, ROHM now expects net sales of JPY 460 billion and profit attributable to owners of parent of JPY 9 billion, citing stronger first half demand in PCs, servers, and energy saving applications despite macro and cost headwinds (Corporate guidance) The Board approves an interim dividend for shareholders of record on September 30, 2025 and will review the year end dividend forecast, underscoring its policy of stable returns (Board meeting) The Board authorizes a reorganization of the Shiga Plant and four domestic manufacturing related entities into two dedicated wafer and assembly manufacturing companies to improve group manufacturing efficiency and productivity (Board meeting) ROHM launches volume production of multiple next generation power devices and modules, including SiC MOSFETs in TOLL packages, 2 in 1 SiC DOT 247 molded modules, and new high side smart switches aimed at automotive and industrial power density and efficiency gains (Product announcements) New sensing and protection components such as the RPR 0730 high speed optical sensor, the RBE01VYM6AFH Schottky barrier diode for high resolution image sensors, and the ultra low power TLR1901GXZ op amp target growth in ADAS, factory automation, and low power IoT applications (Product announcements) Valuation Changes Fair Value: Trimmed slightly from approximately ¥2,222.73 to ¥2,204.55, reflecting a modest downward revision in the intrinsic value estimate.
分析記事 Dec 07

ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00

ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th of June. The...
ナラティブの更新 Nov 24

6963: New Guidance And Product Advances Will Support Balanced Profit Outlook

Analysts have raised their price target for ROHM from ¥2,204.55 to ¥2,222.73. This reflects their view of improved revenue growth prospects, despite greater caution on profit margins and valuation multiples.
ナラティブの更新 Nov 09

6963: Future Margins And Reliability Initiatives Will Balance Slower Sales Momentum

Analysts have lowered their price target for ROHM, reducing the fair value estimate from ¥2,275 to approximately ¥2,204. This adjustment reflects updated assumptions on slower revenue growth and a higher discount rate, even as profit margin forecasts have improved.
分析記事 Nov 09

ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

As you might know, ROHM Co., Ltd. ( TSE:6963 ) just kicked off its latest interim results with some very strong...
ナラティブの更新 Oct 26

Steady Outlook And Advanced Power Devices Will Shape Future Opportunities

Narrative Update on ROHM: Analyst Price Target Revision Analysts have maintained their price target for ROHM at ¥2,275. They cite stable expectations around key financial metrics and a steady outlook for the company's performance.
ナラティブの更新 Oct 12

SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets

Analysts have raised their price target for ROHM from ¥2,149 to ¥2,275. This change reflects slightly higher expected revenue growth and updated market assumptions.
ナラティブの更新 Sep 28

SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets

The upward revision in ROHM's consensus analyst price target to ¥2149 is primarily supported by an increase in its expected Future P/E, signaling higher anticipated growth or valuation multiples. What's in the News ROHM has developed the LogiCoA power supply solution, a hybrid analog-digital reference design using single-MCU control for both PFC and flyback converter topologies, enhancing precision and efficiency in industrial and consumer power supplies.
分析記事 Sep 23

ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00

The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend on the 8th of December, with...
ナラティブの更新 Sep 13

SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets

ROHM’s fair value was maintained with only a negligible upward revision in analyst price target to ¥2004, reflecting stable revenue growth forecasts and an unchanged discount rate. What's in the News ROHM announced the TLR1901GXZ, an ultra-compact CMOS op amp with the industry's lowest circuit current and high measurement accuracy, targeting handheld, wearable, and motion detection applications.
分析記事 Sep 09

ROHM (TSE:6963) Has Affirmed Its Dividend Of ¥25.00

The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 8th of...
ナラティブの更新 Aug 27

SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets

The modest upward revision in ROHM's consensus price target to ¥1894 primarily reflects a slight improvement in revenue growth forecasts, while the discount rate remains stable. What's in the News ROHM launched the AW2K21, an industry-leading 30V N-channel MOSFET in a 2.0mm x 2.0mm package, offering 2.0 milliohms ON-resistance and integrating bidirectional protection with significant reduction in footprint and power loss; miniaturization efforts continue with even smaller models under development.
分析記事 Aug 06

ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

TSE:6963 1 Year Share Price vs Fair Value Explore ROHM's Fair Values from the Community and select yours ROHM Co., Ltd...
分析記事 Jul 21

ROHM (TSE:6963) Is Due To Pay A Dividend Of ¥25.00

ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 8th of December. This...
分析記事 Jun 25

Subdued Growth No Barrier To ROHM Co., Ltd. (TSE:6963) With Shares Advancing 27%

ROHM Co., Ltd. ( TSE:6963 ) shareholders would be excited to see that the share price has had a great month, posting a...

株主還元

6963JP SemiconductorJP 市場
7D9.9%-0.1%-0.5%
1Y216.6%240.8%41.3%

業界別リターン: 6963過去 1 年間で240.8 % 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: 6963過去 1 年間で41.3 % の収益を上げたJP市場を上回りました。

価格変動

Is 6963's price volatile compared to industry and market?
6963 volatility
6963 Average Weekly Movement9.3%
Semiconductor Industry Average Movement9.6%
Market Average Movement5.0%
10% most volatile stocks in JP Market9.7%
10% least volatile stocks in JP Market2.5%

安定した株価: 6963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: 6963の weekly volatility ( 9% ) 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
194022,405Katsumi Azumawww.rohm.com

ローム株式会社は世界中で電子部品を製造・販売している。事業内容LSI、半導体素子、モジュール、その他。メモリ、アンプ・リニア、パワーマネージメント、モータ・アクチュエータドライバ、抵抗器、クロック・タイマ、スイッチ・マルチプレクサ、ロジック、データコンバータ、センサ・MEMS、ディスプレイドライバ、インタフェース、ワイヤレスLSI、オーディオ・ビデオ、音声合成LSI、マイコンなどのICを提供している。また、MOSFET、バイポーラトランジスタ、ダイオードなどのディスクリート半導体製品、パワートランジスタ、ダイオード、SiCパワーデバイス、IGBT、IPMなどのパワーデバイス、光モジュール、ワイヤレス通信モジュール、ワイヤレス充電器モジュール、プリントヘッドなどのモジュール、LED、LEDディスプレイ、レーザーダイオード、光センサーなどのオプトデバイス、薄膜圧電MEMS、ウェハー、WL-CSPなどのファウンドリーサービスも提供している。同社の製品は、産業、自動車、家電、通信の各分野で使用されている。同社は1940年に設立され、京都に本社を置く。

ROHM Co., Ltd. 基礎のまとめ

ROHM の収益と売上を時価総額と比較するとどうか。
6963 基礎統計学
時価総額JP¥1.77t
収益(TTM)-JP¥158.44b
売上高(TTM)JP¥481.15b
3.7x
P/Sレシオ
-11.2x
PER(株価収益率

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
6963 損益計算書(TTM)
収益JP¥481.15b
売上原価JP¥365.92b
売上総利益JP¥115.23b
その他の費用JP¥273.67b
収益-JP¥158.44b

直近の収益報告

Mar 31, 2026

次回決算日

Aug 05, 2026

一株当たり利益(EPS)-410.51
グロス・マージン23.95%
純利益率-32.93%
有利子負債/自己資本比率52.7%

6963 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

1.1%
現在の配当利回り
-12%
配当性向

6963 配当は確実ですか?

6963 配当履歴とベンチマークを見る
6963 、いつまでに購入すれば配当金を受け取れますか?
ROHM 配当日
配当落ち日Mar 30 2026
配当支払日Jun 25 2026
配当落ちまでの日数54 days
配当支払日までの日数33 days

6963 配当は確実ですか?

6963 配当履歴とベンチマークを見る

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2026/05/22 17:51
終値2026/05/22 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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

ROHM Co., Ltd. 10 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。22

アナリスト機関
Masaru KoshitaBarclays
Xin SunBernstein
Masashi KubotaBofA Global Research