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SCREEN Holdings Co., Ltd.TSE:7735 株式レポート

時価総額 JP¥2.6t
株価
n/a
1Y133.6%
7D14.3%
1D0%
ポートフォリオ価値
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SCREEN Holdings Co., Ltd.

TSE:7735 株式レポート

時価総額:JP¥2.6t

SCREEN Holdings(7735)株式概要

半導体製造装置の開発・製造・販売を日本、台湾、韓国、中国、米国、欧州など世界各地で展開。 詳細

7735 ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長4/6
過去の実績2/6
財務の健全性6/6
配当金3/6

7735 Community Fair Values

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See what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.

SCREEN Holdings Co., Ltd. 競合他社

価格と性能

株価の高値、安値、推移の概要SCREEN Holdings
過去の株価
現在の株価JP¥13,690.00
52週高値JP¥19,770.00
52週安値JP¥5,335.00
ベータ1.54
1ヶ月の変化-19.89%
3ヶ月変化20.30%
1年変化133.62%
3年間の変化273.28%
5年間の変化441.64%
IPOからの変化895.64%

最新ニュース

ナラティブ更新 Aug 03

7735: Higher Margins And Rising Dividends Will Support Long Term Upside

Analysts have lifted their price target on SCREEN Holdings to about ¥26,800 from ¥18,200, citing updated assumptions for higher revenue growth, stronger profit margins and a richer future P/E multiple. What’s in the News for SCREEN Holdings SCREEN Holdings scheduled a board meeting on July 28, 2026 to review the reason for revising its cash dividend forecast and to consider a revised dividend forecast.
分析記事 Jul 30

SCREEN Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

It's shaping up to be a tough period for SCREEN Holdings Co., Ltd. ( TSE:7735 ), which a week ago released some...

Recent updates

ナラティブ更新 Aug 03

7735: Higher Margins And Rising Dividends Will Support Long Term Upside

Analysts have lifted their price target on SCREEN Holdings to about ¥26,800 from ¥18,200, citing updated assumptions for higher revenue growth, stronger profit margins and a richer future P/E multiple. What’s in the News for SCREEN Holdings SCREEN Holdings scheduled a board meeting on July 28, 2026 to review the reason for revising its cash dividend forecast and to consider a revised dividend forecast.
分析記事 Jul 30

SCREEN Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

It's shaping up to be a tough period for SCREEN Holdings Co., Ltd. ( TSE:7735 ), which a week ago released some...
ナラティブ更新 Jul 20

7735: Dividend Policy And 2027 Earnings Outlook Will Support Fair Valuation

Analysts have raised their price target for SCREEN Holdings to ¥17,968.75 from ¥11,680, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that together indicate a higher estimated fair value for the stock. What's in the News SCREEN Holdings issued earnings guidance for the six months ending September 30, 2026, with expected net sales of ¥317,000 million, operating income of ¥56,000 million, profit attributable to owners of parent of ¥37,500 million, and basic earnings per share of ¥198.32 (source: company guidance).
ナラティブ更新 Jul 06

7735: Lower Payout Guidance Will Continue To Limit Future Upside

Analysts have raised their price target on SCREEN Holdings from ¥9,500 to ¥11,500, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E that they view as better reflecting the company’s current outlook. What's in the News SCREEN Holdings issued earnings guidance for the six months ending September 30, 2026, with expected net sales of ¥317,000 million, operating income of ¥56,000 million, profit attributable to owners of parent of ¥37,500 million and basic earnings per share of ¥198.32.
ナラティブ更新 Jun 22

7735: AI Equipment Orders And Higher Margins Will Support Balanced Long Term Upside

Analysts have raised their price target on SCREEN Holdings from ¥16,250 to ¥18,200, citing updated assumptions that reflect the latest views on discount rates, revenue growth, profit margins, and future P/E levels. What's in the News for SCREEN Holdings SCREEN Holdings reported a recovery in Q4 fiscal 2026, with quarter over quarter gains in sales and operating income, along with record semiconductor production equipment order intake driven by AI related demand from China and North America.
分析記事 Jun 19

SCREEN Holdings (TSE:7735) Stock Could Be 41% Overvalued After Strong Earnings Update

SCREEN Holdings (TSE:7735) drew fresh attention after reporting a strong fourth quarter recovery in sales and operating income, along with record order intake, an upbeat fiscal 2027 outlook, and a higher year end dividend. See our latest analysis for SCREEN Holdings. The recent earnings news has coincided with very strong momentum in SCREEN Holdings' share price, with a 30 day share price return of 56.23% and a year to date share price return of 105.44%. The five year total shareholder return...
ナラティブ更新 Jun 05

7735: Lower Dividends And Refreshed Assumptions Will Continue To Limit Upside

Analysts have trimmed their price target on SCREEN Holdings from ¥12,000 to ¥9,500 as they refresh assumptions around discount rates, revenue growth, profit margins and the stock’s future P/E profile. What's in the News SCREEN Holdings issued earnings guidance for the six months ending September 30, 2026, expecting net sales of ¥317,000 million, operating income of ¥56,000 million, profit attributable to owners of parent of ¥37,500 million and basic earnings per share of ¥198.32.
分析記事 May 15

JP¥12,597 - That's What Analysts Think SCREEN Holdings Co., Ltd. (TSE:7735) Is Worth After These Results

SCREEN Holdings Co., Ltd. ( TSE:7735 ) last week reported its latest yearly results, which makes it a good time for...
ナラティブ更新 May 04

7735: Higher Margins And Modest Assumption Tweaks Will Support Stronger Upside Potential

Analysts have kept their price target for SCREEN Holdings unchanged at ¥16,250, noting small adjustments in the discount rate, revenue growth assumptions and profit margin forecasts, while maintaining a similar future P/E view. Valuation Changes Fair Value: unchanged at ¥16,250, with no revision to the overall target level.
ナラティブ更新 Apr 20

7735: Fiscal 2026 Earnings Strength And Stock Split Will Support Share Price

Analysts have reduced their price target on SCREEN Holdings from ¥15,040 to ¥11,680 as they update models to reflect revised assumptions around revenue growth, profit margins, a higher future P/E, and a slightly higher discount rate. What's in the News The board approved a 2-for-1 stock split of SCREEN Holdings shares, scheduled for March 30, 2026 (Key Developments).
ナラティブ更新 Apr 05

7735: Stock Split And Higher Margins Will Support Stronger Upside Potential

Analysts have lowered their price target for SCREEN Holdings from ¥32,500 to ¥16,250. This revision reflects updated assumptions that incorporate a slightly higher discount rate, more moderate revenue growth expectations, a modestly higher profit margin, and a higher future P/E multiple.
ナラティブ更新 Mar 22

7735: Earnings Guidance And Stock Split Will Continue To Limit Upside

Analysts have maintained their price target for SCREEN Holdings at ¥12,000, citing updated assumptions on revenue growth, profit margins, and a slightly higher future P/E multiple as key factors supporting this unchanged view. What's in the News SCREEN Holdings reaffirmed consolidated earnings guidance for the fiscal year ending March 31, 2026, with expected net sales of ¥621,000 million, operating income of ¥117,000 million, profit attributable to owners of parent of ¥88,000 million, and basic earnings per share of ¥930.90 (company guidance).
ナラティブ更新 Mar 08

7735: Stock Split And Higher Margins Will Support Stronger Upside Potential

Analysts have lifted their price target on SCREEN Holdings from ¥31,009.86 to ¥32,500, citing updated assumptions that reflect slightly higher revenue growth, profit margins, and future P/E expectations. What's in the News The Board of Directors approved a stock split and related amendments to the Articles of Incorporation, with changes scheduled to take effect on April 1, 2026 (Company announcement).
ナラティブ更新 Feb 21

7735: Stock Split And Higher Margins Will Support Stronger Future Upside

Analysts have lifted their price target on SCREEN Holdings to approximately ¥31,000 from around ¥17,400, citing updated assumptions for faster revenue growth, higher profit margins, and a richer future P/E multiple. What's in the News The board has approved a stock split for SCREEN Holdings, along with related changes to the Articles of Incorporation to adjust the share structure.
ナラティブ更新 Feb 07

7735: Earnings Guidance And Stock Split Will Continue To Limit Upside

Analysts have maintained their ¥12,000 price target for SCREEN Holdings, citing updated assumptions of higher revenue growth, a slightly stronger profit margin, a lower future P/E multiple, and a modestly reduced discount rate. What's in the News The Board of Directors approved a stock split, along with related changes to the Articles of Incorporation, scheduled to take effect on April 1, 2026 (Key Developments).
分析記事 Feb 02

SCREEN Holdings Co., Ltd. (TSE:7735) Released Earnings Last Week And Analysts Lifted Their Price Target To JP¥18,973

SCREEN Holdings Co., Ltd. ( TSE:7735 ) just released its latest third-quarter report and things are not looking great...
分析記事 Jan 26

Is Now An Opportune Moment To Examine SCREEN Holdings Co., Ltd. (TSE:7735)?

Today we're going to take a look at the well-established SCREEN Holdings Co., Ltd. ( TSE:7735 ). The company's stock...
ナラティブ更新 Jan 24

7735: Earnings Guidance And Dividend Policy Will Continue To Limit Share Upside

Analysts have nudged their price target for SCREEN Holdings to ¥12,000, with small tweaks to long term assumptions on discount rate, revenue growth, profit margin, and a future P/E now at 13.19x supporting this updated view. What's in the News Issued consolidated earnings guidance for the fiscal year ending March 31, 2026, with expected net sales of ¥621.0b, operating income of ¥117.0b, profit attributable to owners of parent of ¥88.0b, and basic earnings per share of ¥930.91 (company guidance).
分析記事 Jan 14

What SCREEN Holdings Co., Ltd.'s (TSE:7735) 28% Share Price Gain Is Not Telling You

SCREEN Holdings Co., Ltd. ( TSE:7735 ) shares have had a really impressive month, gaining 28% after a shaky period...
ナラティブ更新 Jan 10

7735: Modest Earnings Outlook And Dividend Policy Will Restrain Future Upside Potential

Analysts have held their fair value estimate for SCREEN Holdings steady at ¥12,000. Modest adjustments to the discount rate, revenue growth expectations of 3.16%, profit margin of 14.70%, and a slightly lower future P/E of 13.25 reflect updated views on the company’s risk profile and earnings potential.
分析記事 Dec 18

We Like SCREEN Holdings' (TSE:7735) Returns And Here's How They're Trending

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
ナラティブ更新 Dec 15

7735: Earnings Outlook And Dividend Policy Will Support Measured Return Potential

Analysts have raised their price target on SCREEN Holdings from ¥11,500 to ¥12,000, citing sharply higher expected revenue growth, modestly improved profit margins, and a slightly richer future valuation multiple. What's in the News Issued new consolidated earnings guidance for the fiscal year ending March 31, 2026, forecasting net sales of JPY 621,000 million, operating income of JPY 117,000 million and profit attributable to owners of parent of JPY 88,000 million, implying basic EPS of JPY 930.91 (company guidance) Announced a second quarter dividend for the fiscal year ending March 31, 2026 of JPY 123 per share, slightly higher than the JPY 120 per share paid a year earlier, with payment scheduled for December 1, 2025 (company announcement) Held a board meeting on October 31, 2025, confirming no change to the cash dividend forecast for the full fiscal year ending March 31, 2026 (board meeting disclosure) Valuation Changes Consensus Analyst Price Target has risen slightly from ¥11,500 to ¥12,000, reflecting a modestly higher assessed fair value.
ナラティブ更新 Dec 01

7735: Fiscal 2026 Profit Outlook And Dividend Hike Will Boost Share Price

Analysts have raised their price target for SCREEN Holdings from ¥14,873 to ¥15,040. This change reflects updates to company forecasts and valuation inputs, even though growth and margin expectations are now slightly lower.
分析記事 Nov 20

SCREEN Holdings (TSE:7735) Strong Profits May Be Masking Some Underlying Issues

The stock price didn't jump after SCREEN Holdings Co., Ltd. ( TSE:7735 ) posted decent earnings last week. Our analysis...
ナラティブ更新 Nov 17

7735: Future Earnings Guidance And Rising Profit Margins Will Drive Share Performance

Analyst Price Target Raised for SCREEN Holdings Analysts have increased their price target for SCREEN Holdings from ¥14,286.67 to ¥14,873.33. The change reflects improved revenue growth estimates as well as stronger profit margin projections.
分析記事 Nov 04

SCREEN Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

SCREEN Holdings Co., Ltd. ( TSE:7735 ) shareholders are probably feeling a little disappointed, since its shares fell...
ナラティブ更新 Nov 01

7735: Long-Term Demand And Stable Margins Will Support Future Performance

Narrative Update: Analyst Price Target Revision for SCREEN Holdings Analysts have increased their price target for SCREEN Holdings from ¥14,120 to ¥14,286.67, citing slight adjustments in model assumptions and expectations for stable long-term growth. What's in the News SCREEN Holdings provided consolidated earnings guidance for the fiscal year ending March 31, 2026.
ナラティブ更新 Oct 18

AI And Digital Trends Will Drive Semiconductor Evolution

Analysts have raised their price target for SCREEN Holdings by approximately ¥270 to ¥14,120, citing slightly improved revenue growth and profit margin forecasts in their updated outlook. What's in the News A board meeting is scheduled for July 25, 2025, to discuss and approve a plan to cancel treasury shares in accordance with Article 178 of the Companies Act (Key Developments).
ナラティブ更新 Oct 03

AI And Digital Trends Will Drive Semiconductor Evolution

Analysts have modestly raised their price target for SCREEN Holdings from ¥13,533 to ¥13,847. They cite slight adjustments in discount rate assumptions and ongoing stability in the company's financial outlook as reasons for the change.
分析記事 Oct 02

There's Reason For Concern Over SCREEN Holdings Co., Ltd.'s (TSE:7735) Massive 33% Price Jump

SCREEN Holdings Co., Ltd. ( TSE:7735 ) shareholders would be excited to see that the share price has had a great month...
分析記事 Sep 19

SCREEN Holdings (TSE:7735) Has Announced A Dividend Of ¥123.00

SCREEN Holdings Co., Ltd. ( TSE:7735 ) has announced that it will pay a dividend of ¥123.00 per share on the 2nd of...
ナラティブ更新 Sep 05

AI And Digital Trends Will Drive Semiconductor Evolution

SCREEN Holdings’ consensus analyst price target remains unchanged at ¥13,533, as both the discount rate and future P/E ratio saw only negligible adjustments, indicating stable valuation expectations. What's in the News Board meeting held to approve cancellation of treasury shares pursuant to Article 178 of the Companies Act.
分析記事 Aug 25

Is SCREEN Holdings (TSE:7735) 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 Aug 11

SCREEN Holdings Co., Ltd. (TSE:7735) Looks Inexpensive But Perhaps Not Attractive Enough

TSE:7735 1 Year Share Price vs Fair Value Explore SCREEN Holdings's Fair Values from the Community and select yours...

株主還元

7735JP SemiconductorJP 市場
7D14.3%28.8%2.2%
1Y133.6%234.8%35.3%

業界別リターン: 7735過去 1 年間で234.8 % 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: 7735過去 1 年間で35.3 % の収益を上げたJP市場を上回りました。

価格変動

Is 7735's price volatile compared to industry and market?
7735 volatility
7735 Average Weekly Movement12.7%
Semiconductor Industry Average Movement11.8%
Market Average Movement4.4%
10% most volatile stocks in JP Market9.5%
10% least volatile stocks in JP Market2.2%

安定した株価: 7735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: 7735の weekly volatility ( 13% ) 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
19437,170Masato Gotowww.screen.co.jp

SCREENホールディングス株式会社は、日本、台湾、韓国、中国、米国、欧州およびその他の地域において、半導体製造装置の開発、製造、販売を行っています。同社は、半導体製造装置、グラフィックアーツ装置、ディスプレイ製造装置およびコーター、ならびにプリント基板(PCB)関連装置の各事業セグメントを通じて事業を展開しています。 同社は、ウェットステーション、スピンプロセッサ、スピンスクラバーなどのウェーハ洗浄システム、コート/現像トラッカー、スプレーコーター、 フラッシュランプアニール装置;エリプソメトリー法や分光法を用いた膜厚測定システムなどの測定システム;ウェーハパターン検査システムを含む検査システム;パネルレベルパッケージおよびパターニング用のダイレクトイメージングシステムからなるパッケージング用リソグラフィ装置、ならびにディスプレイ製造装置を提供しています。 また、コーターシステム、スリットコーター、ロール・ツー・ロール、真空成膜、ウェットプロセス、乾燥機/ヒーター、露光装置;インクジェット、インクジェットラベリング印刷システム、フレキシブルパッケージ用水性インクジェットシステム; サーマルプレートレコーダー、フレキソ活版印刷機、ハイブリッドAM/FMスクリーニング製品、ワークフローソリューション、Hiranginoフォント、カラープルーフィングシステム、UserVoice製品、ならびにネットワークサポートサービスも提供しています。 さらに、同社は人工知能(AI)を活用した検索システム、辞書作成システム、文書品質改善ソリューション、ならびに画像解析およびテキストマイニングの可視化技術も提供しています。 さらに、イメージングシステムやタブレット向けインクジェット印刷システムの開発・販売、臓器移植用医療機器、ならびに燃料電池および二次電池用膜電極アセンブリの製造にも取り組んでいる。 同社は、以前は「大日本スクリーン製造株式会社」として知られていたが、2014年10月に「SCREENホールディングス株式会社」に社名を変更した。SCREENホールディングス株式会社は1943年に設立され、本社は日本の京都にある。

SCREEN Holdings Co., Ltd. 基礎のまとめ

SCREEN Holdings の収益と売上を時価総額と比較するとどうか。
7735 基礎統計学
時価総額JP¥2.59t
収益(TTM)JP¥85.81b
売上高(TTM)JP¥591.74b
30.2x
PER(株価収益率
4.4x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
7735 損益計算書(TTM)
収益JP¥591.74b
売上原価JP¥366.40b
売上総利益JP¥225.34b
その他の費用JP¥139.53b
収益JP¥85.81b

直近の収益報告

Jun 30, 2026

次回決算日

該当なし

一株当たり利益(EPS)453.68
グロス・マージン38.08%
純利益率14.50%
有利子負債/自己資本比率0.7%

7735 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

1.3%
現在の配当利回り
32%
配当性向

7735 配当は確実ですか?

7735 配当履歴とベンチマークを見る
7735 、いつまでに購入すれば配当金を受け取れますか?
SCREEN Holdings 配当日
配当落ち日Sep 29 2026
配当支払日Dec 01 2026
配当落ちまでの日数53 days
配当支払日までの日数116 days

7735 配当は確実ですか?

7735 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2026/08/06 17:28
終値2026/08/06 00:00
収益2026/06/30
年間収益2026/03/31

データソース

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

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

SCREEN Holdings Co., Ltd. 16 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。32

アナリスト機関
Masahiro NakanomyoBarclays
Hao DaiBernstein
Stacy RasgonBernstein