NEC Corporation

TSE:6701 株式レポート

時価総額:JP¥5.6t

NEC 過去の業績

過去 基準チェック /56

NECは、平均年間12.7%の収益成長を遂げていますが、 IT業界の収益は、年間 成長しています。収益は、平均年間12.7% 3.7%収益成長率で 成長しています。 NECの自己資本利益率は12%であり、純利益率は7.5%です。

主要情報

12.71%

収益成長率

13.25%

EPS成長率

IT 業界の成長14.26%
収益成長率3.68%
株主資本利益率11.98%
ネット・マージン7.54%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブ更新 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...
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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.

収支内訳

NEC の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

TSE:6701 収益、費用、利益 ( )JPY Millions
日付収益収益G+A経費研究開発費
31 Mar 263,582,733270,228805,5550
31 Dec 253,523,939245,907785,7320
30 Sep 253,506,534234,553775,4710
30 Jun 253,448,793200,329777,0190
31 Mar 253,423,431175,183777,4240
31 Dec 243,405,795187,035783,1240
30 Sep 243,415,137150,067795,5630
30 Jun 243,461,016151,073802,6870
31 Mar 243,477,262149,521814,0130
31 Dec 233,437,035122,171812,9660
30 Sep 233,406,448123,441806,6020
30 Jun 233,359,891120,974798,8130
31 Mar 233,313,018114,500793,7000
31 Dec 223,186,998142,713788,0720
30 Sep 223,086,661131,908777,0500
30 Jun 223,021,823127,189772,6020
31 Mar 223,014,095141,277762,9700
31 Dec 213,045,943120,003764,7390
30 Sep 213,061,798151,940754,3820
30 Jun 213,058,235154,834742,5680
31 Mar 212,994,023149,606731,6910
31 Dec 202,964,056105,307731,7670
30 Sep 202,961,27181,813739,4030
30 Jun 203,029,10891,700746,8680
31 Mar 203,095,23499,967752,6900
31 Dec 193,054,40781,219745,2050
30 Sep 193,026,01559,678744,6310
30 Jun 192,954,33948,700741,1610
31 Mar 192,913,44639,675741,8930
31 Dec 182,907,81835,940736,1820
30 Sep 182,892,86036,212736,4930
30 Jun 182,874,95332,279733,1430
31 Mar 182,844,44745,870728,8490
31 Dec 172,841,84847,738720,0640
30 Sep 172,751,98433,009710,7060
30 Jun 172,728,78855,245700,5620
31 Mar 172,665,03527,310698,1710
31 Dec 162,666,55465,561563,454117,965
30 Sep 162,714,11181,649573,576117,965
30 Jun 162,753,29358,661593,611117,965
31 Mar 162,821,18168,749607,111117,965
31 Dec 152,882,58934,881637,734128,742
30 Sep 152,918,82545,065646,039128,742
30 Jun 152,923,40757,386779,3960

質の高い収益: 6701は 高品質の収益 を持っています。

利益率の向上: 6701の現在の純利益率 (7.5%)は、昨年(5.1%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: 6701の収益は過去 5 年間で年間12.7%増加しました。

成長の加速: 6701の過去 1 年間の収益成長率 ( 54.3% ) は、5 年間の平均 ( 年間12.7%を上回っています。

収益対業界: 6701の過去 1 年間の収益成長率 ( 54.3% ) はIT業界16.4%を上回りました。


株主資本利益率

高いROE: 6701の 自己資本利益率 ( 12% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/05/08 13:25
終値2026/05/08 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