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NEC CorporationTSE:6701 株式レポート

時価総額 JP¥5.4t
株価
JP¥4.05k
JP¥6.36k
36.4% 割安 内在価値ディスカウント
1Y10.8%
7D0.5%
ポートフォリオ価値
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NEC Corporation

TSE:6701 株式レポート

時価総額:JP¥5.4t

NEC(6701)株式概要

日本電気株式会社(NEC)は、情報技術サービスや社会インフラを国内外に提供している。 詳細

6701 ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長1/6
過去の実績5/6
財務の健全性6/6
配当金0/6

6701 Community Fair Values

Create Narrative

See what 10 others think this stock is worth. Follow their fair value or set your own to get alerts.

NEC Corporation 競合他社

価格と性能

株価の高値、安値、推移の概要NEC
過去の株価
現在の株価JP¥4,049.00
52週高値JP¥6,194.00
52週安値JP¥3,594.00
ベータ0.27
1ヶ月の変化-0.83%
3ヶ月変化-1.22%
1年変化10.84%
3年間の変化215.83%
5年間の変化296.96%
IPOからの変化64.59%

最新ニュース

ナラティブの更新 May 03

6701: Physical AI Venture And Share Repurchases Will Support Future Upside

Analysts have trimmed their price expectations for NEC, with the updated target now set below the previous ¥5,000 level as they factor in a slightly higher discount rate, more modest revenue growth assumptions, and only a small change in projected profit margins and future P/E. What's in the News SoftBank, NEC, Sony and Honda agreed to form a new company focused on “physical AI,” pointing to potential collaboration opportunities across telecoms, electronics and automotive (Nikkei reports, Periodicals).
分析記事 May 01

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

NEC Corporation ( TSE:6701 ) shareholders are probably feeling a little disappointed, since its shares fell 4.5% to...
ナラティブの更新 Apr 18

6701: Share Repurchases And Physical AI Collaboration Will Support A Higher Share Price

Analysts have kept NEC's fair value price target steady at ¥5,000. Small shifts in the assumed discount rate, revenue growth, profit margin, and future P/E have led only to a minor recalibration of their valuation framework rather than a change in the headline target.

Recent updates

ナラティブの更新 May 03

6701: Physical AI Venture And Share Repurchases Will Support Future Upside

Analysts have trimmed their price expectations for NEC, with the updated target now set below the previous ¥5,000 level as they factor in a slightly higher discount rate, more modest revenue growth assumptions, and only a small change in projected profit margins and future P/E. What's in the News SoftBank, NEC, Sony and Honda agreed to form a new company focused on “physical AI,” pointing to potential collaboration opportunities across telecoms, electronics and automotive (Nikkei reports, Periodicals).
分析記事 May 01

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

NEC Corporation ( TSE:6701 ) shareholders are probably feeling a little disappointed, since its shares fell 4.5% to...
ナラティブの更新 Apr 18

6701: Share Repurchases And Physical AI Collaboration Will Support A Higher Share Price

Analysts have kept NEC's fair value price target steady at ¥5,000. Small shifts in the assumed discount rate, revenue growth, profit margin, and future P/E have led only to a minor recalibration of their valuation framework rather than a change in the headline target.
ナラティブの更新 Apr 04

6701: Share Repurchase And Higher Margins Will Support Stronger Future Upside

Analysts have lifted their price target on NEC from ¥5,450 to about ¥7,981, noting updates in their models that reflect the latest assumptions for fair value, discount rate, revenue growth, profit margins and future P/E expectations. What's in the News NEC completed a share repurchase of 6,800,000 shares, representing 0.51% of its issued share capital, for ¥27,292.83 million between February 9, 2026 and March 24, 2026, under the buyback announced on February 9, 2026 (Key Developments).
ナラティブの更新 Mar 21

6701: Share Repurchases And Earnings Guidance Will Support A Higher Share Price

Analysts have maintained their fair value estimate for NEC at ¥5,000, while making modest adjustments to assumptions for the discount rate, revenue growth, profit margin and future P/E. This has resulted in a stable price target supported by slightly updated expectations for the company's risk profile and earnings power.
ナラティブの更新 Mar 06

6701: Share Buyback And Earnings Outlook Will Support A Stronger Future

Analysts have revised their price target on NEC to ¥6,362.5 from ¥6,050, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News NEC has announced a share repurchase program of up to 6,800,000 shares, or 0.51% of issued shares excluding treasury stock, with a total purchase value of ¥30,000m, running through March 31, 2026 (company announcement).
ナラティブの更新 Feb 20

6701: Share Repurchases And Earnings Guidance Will Support A Higher Share Price

Narrative Update on NEC Analysts have kept their NEC price target broadly steady around ¥5,000, with small tweaks to inputs such as discount rate, revenue growth, profit margin, and forward P/E to reflect updated assumptions rather than a major change in view. What’s in the News Board of Directors authorizes a share repurchase plan, with NEC planning to buy back up to 6,800,000 shares, about 0.51% of issued shares excluding treasury stock, for up to ¥30,000m through March 31, 2026.
分析記事 Feb 13

The Price Is Right For NEC Corporation (TSE:6701) Even After Diving 31%

The NEC Corporation ( TSE:6701 ) share price has fared very poorly over the last month, falling by a substantial 31...
ナラティブの更新 Feb 06

6701: Cloud Partnerships And Earnings Outlook Will Support A Higher Share Price

Analysts have modestly adjusted their price target for NEC to $5,000. This reflects small tweaks to assumptions for fair value, discount rate, revenue growth, profit margin and future P/E multiples.
ナラティブの更新 Jan 22

6701: Future CSG Acquisition And Cloud Expansion Will Elevate Shareholder Risk

Analysts have nudged their price target for NEC slightly higher to $5,015.05 from $5,000, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News KDDI plans to deploy Netcracker Digital Commerce & Monetization, with NEC acting as the prime system integrator to support next generation mediation, resource utilization, and more flexible in house development for telecom operations (Client announcement).
分析記事 Jan 20

NEC (TSE:6701) Is Doing The Right Things To Multiply Its Share Price

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
ナラティブの更新 Jan 08

6701: Future CSG Acquisition Will Raise Risk For Current Shareholders

Analysts have lifted their price target for NEC to about ¥5,000, reflecting updated assumptions for revenue, profit margins and a slightly higher future P/E multiple. What's in the News NEC set consolidated earnings guidance for the year ending March 31, 2026, with expected revenue of ¥3,420b.
ナラティブの更新 Dec 16

6701: Future Cloud Expansion And Merger Execution Will Shape Balanced Outlook

Analysts have raised their price target for NEC from ¥5,860 to ¥6,050. This reflects slightly higher assumed revenue growth, modestly improved profit margins, and a marginally richer future P E multiple despite a small uptick in the discount rate.
ナラティブの更新 Dec 01

6701: Earnings and Merger Activity Will Guide Future Market Performance

Analysts have raised their fair value estimate for NEC from ¥5,445 to ¥5,860, citing modest improvements in profit margin expectations and future earnings multiples, even though revenue growth projections are slightly lower. What's in the News Broadcom announced plans to expand its strategic partnership with NEC Corporation, adopting VMware Cloud Foundation to modernize private cloud solutions and offer flexible hybrid cloud resources to customers (Client Announcements).
ナラティブの更新 Nov 17

6701: Earnings Outlook and Acquisition Activity Will Shape Market Direction

Analysts have raised their price target for NEC from ¥5,000 to ¥5,445. They cite improvements in revenue growth and profit margin expectations as key factors supporting the upward revision.
分析記事 Nov 02

Subdued Growth No Barrier To NEC Corporation (TSE:6701) With Shares Advancing 25%

NEC Corporation ( TSE:6701 ) shareholders have had their patience rewarded with a 25% share price jump in the last...
ナラティブの更新 Nov 01

6701: Upcoming Acquisition And Declining P/E Will Weigh On Future Value

Analysts have raised their price target for NEC from ¥4,845 to ¥5,000, citing incremental improvements in profit margin and lower discount rate assumptions. What's in the News NEC Corporation's board will meet on October 29, 2025, to consider and resolve the acquisition of CSG Systems International, Inc.
分析記事 Oct 31

Earnings Beat: NEC Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a pretty great week for NEC Corporation ( TSE:6701 ) shareholders, with its shares surging 11% to JP¥5,618 in...
ナラティブの更新 Oct 17

Digital Transformation And AI Will Unlock Future Value

Narrative Update on NEC: Analyst Price Target Revision Analysts have maintained their price target for NEC at ¥4,845, citing only marginal improvements in discount rate and future P/E assumptions as the basis for sustaining their valuation. Valuation Changes Consensus Analyst Price Target remains unchanged at ¥4,845.
ナラティブの更新 Oct 03

Digital Transformation And AI Will Unlock Future Value

Analysts have raised their price target for NEC from $4,781.82 to $4,845.45. They cited improved revenue growth and profit margin expectations as the key drivers for the upward revision.
分析記事 Sep 29

A Look At The Fair Value Of NEC Corporation (TSE:6701)

Key Insights The projected fair value for NEC is JP¥5,060 based on 2 Stage Free Cash Flow to Equity With JP¥4,596 share...
ナラティブの更新 Sep 13

Digital Transformation And AI Will Unlock Future Value

NEC's fair value was revised marginally upward to ¥4,782, as consensus revenue growth and future P/E forecasts remained essentially unchanged. Valuation Changes Summary of Valuation Changes for NEC The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥4700 to ¥4782.
ナラティブの更新 Aug 27

Digital Transformation And AI Will Unlock Future Value

Upward revisions to NEC's consensus revenue growth forecast and a modest increase in future P/E expectations have led analysts to raise their fair value price target from ¥4,428 to ¥4,582. Valuation Changes Summary of Valuation Changes for NEC The Consensus Analyst Price Target has risen slightly from ¥4428 to ¥4582.
分析記事 Aug 15

Investors Interested In NEC Corporation's (TSE:6701) Earnings

TSE:6701 1 Year Share Price vs Fair Value Explore NEC's Fair Values from the Community and select yours With a...
分析記事 Jul 31

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

NEC Corporation ( TSE:6701 ) defied analyst predictions to release its first-quarter results, which were ahead of...
分析記事 Jul 25

NEC (TSE:6701) Could Easily Take On More Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Jun 20

NEC (TSE:6701) Is Experiencing Growth In Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
User avatar
新しいナラティブ Nov 07

BluStellar And AI Innovations Propel Revenue Growth And Transform IT Services

NEC's strategic reorganization and acquisitions position it to boost IT services for municipalities, offering potential for revenue growth and operational efficiencies.

株主還元

6701JP ITJP 市場
7D0.5%-0.6%0.8%
1Y10.8%-8.8%40.9%

業界別リターン: 6701過去 1 年間で-5.7 % の収益を上げたJP IT業界を上回りました。

リターン対市場: 6701は、過去 1 年間で41.1 % のリターンを上げたJP市場を下回りました。

価格変動

Is 6701's price volatile compared to industry and market?
6701 volatility
6701 Average Weekly Movement7.5%
IT Industry Average Movement5.1%
Market Average Movement4.9%
10% most volatile stocks in JP Market9.6%
10% least volatile stocks in JP Market2.4%

安定した株価: 6701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: 6701の weekly volatility ( 7% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
1899104,194Takayuki Moritawww.nec.com

日本電気株式会社は、国内外で情報技術サービスや社会インフラを提供している。システム構築やコンサルティング、保守サポート、アウトソーシングなどのシステムインテグレーションサービス、クラウド、システム機器、ソフトウェアサービスなどを提供。また、通信事業者向けにコアネットワーク機器、携帯電話基地局、光伝送システム、海洋システム、ソフトウェア、サービスを提供している。また、システム機器の開発・製造・販売も行っている。さらに、コンピュータやNEC HPCソリューション、EMI対策支援ツール、パワーインテグリティ設計支援ツール、LSI設計ツール、Open RAN、付加価値ネットワークソリューション、エンタープライズネットワーク、光ソリューション、4G/5Gコンバージドコア、海底ケーブルシステム、netcrakerポートフォリオ、NEC aspireテクノロジーなどを提供している;IoT/M2Mを実現するソフトウェア製品群「CONNEXIVE」、BC/DRソリューション「EXPRESSCLUSTER X」、ファイルサーバー管理ソリューション「NIAS」、ERPソリューション、統合管理ソフトウェアスイート「MasterScope」、製品ライフサイクル管理「Obligato」、SaaSソリューション、サービス実行プラットフォーム「WebOTX」。また、人工知能、生体認証、クラウド、災害対策、ディスプレイ・デジタルサイネージ、DXデザインコンサルティングサービス、ネットワークソリューション、安全、セキュアコンピューティング、スマートシティソリューションを提供している。航空宇宙、農業、航空、金融、放送、金融、政府、ヘルスケア、ホスピタリティ、ロジスティクス、製造、小売、通信、運輸業界にサービスを提供している。旧社名は日本電気株式会社で、1983年4月に日本電気株式会社に社名変更した。日本電気株式会社は1899 年に設立され、東京に本社を置いている。

NEC Corporation 基礎のまとめ

NEC の収益と売上を時価総額と比較するとどうか。
6701 基礎統計学
時価総額JP¥5.37t
収益(TTM)JP¥270.23b
売上高(TTM)JP¥3.58t
19.9x
PER(株価収益率
1.5x
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
6701 損益計算書(TTM)
収益JP¥3.58t
売上原価JP¥2.40t
売上総利益JP¥1.18t
その他の費用JP¥911.07b
収益JP¥270.23b

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)203.74
グロス・マージン32.97%
純利益率7.54%
有利子負債/自己資本比率14.3%

6701 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

1.0%
現在の配当利回り
19%
配当性向

6701 配当は確実ですか?

6701 配当履歴とベンチマークを見る
6701 、いつまでに購入すれば配当金を受け取れますか?
NEC 配当日
配当落ち日Mar 30 2026
配当支払日Jun 01 2026
配当落ちまでの日数46 days
配当支払日までの日数17 days

6701 配当は確実ですか?

6701 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2026/05/14 05:39
終値2026/05/14 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

NEC Corporation 11 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。21

アナリスト機関
Yuki KanekoBofA Global Research
Masahiro ShibanoCitigroup Inc
Hideo NodaCLSA