View Past PerformanceIbidenLtd バランスシートの健全性財務の健全性 基準チェック /66IbidenLtdの総株主資本は¥557.4B 、総負債は¥192.5Bで、負債比率は34.5%となります。総資産と総負債はそれぞれ¥960.4Bと¥403.0Bです。 IbidenLtdの EBIT は¥58.2Bで、利息カバレッジ比率-24.2です。現金および短期投資は¥295.7Bです。主要情報34.53%負債資本比率JP¥192.48b負債インタレスト・カバレッジ・レシオ-24.2x現金JP¥295.68bエクイティJP¥557.41b負債合計JP¥403.02b総資産JP¥960.43b財務の健全性に関する最新情報分析記事 • Jan 14Here's Why IbidenLtd (TSE:4062) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • May 29Is IbidenLtd (TSE:4062) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...すべての更新を表示Recent updates分析記事 • May 14Results: Ibiden Co.,Ltd. Exceeded Expectations And The Consensus Has Updated Its EstimatesThe investors in Ibiden Co.,Ltd. 's ( TSE:4062 ) will be rubbing their hands together with glee today, after the share...Reported Earnings • May 12Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥228 (up from JP¥121 in FY 2025). Revenue: JP¥416.2b (up 13% from FY 2025). Net income: JP¥63.7b (up 89% from FY 2025). Profit margin: 15% (up from 9.1% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 52%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 11Ibiden Co.,Ltd., Annual General Meeting, Jun 19, 2026Ibiden Co.,Ltd., Annual General Meeting, Jun 19, 2026.Price Target Changed • Apr 25Price target increased by 7.4% to JP¥9,524Up from JP¥8,864, the current price target is an average from 17 analysts. New target price is 24% below last closing price of JP¥12,540. Stock is up 545% over the past year. The company is forecast to post earnings per share of JP¥150 for next year compared to JP¥121 last year.Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥11,190, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 364% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,870 per share.お知らせ • Apr 17Ibiden Co.,Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Ibiden Co.,Ltd. announced that they will report fiscal year 2026 results on May 11, 2026Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥8,748, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 242% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,904 per share.Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).お知らせ • Mar 06Ibiden Co.,Ltd. has completed a Follow-on Equity Offering in the amount of ¥52.46771 billion.Ibiden Co.,Ltd. has completed a Follow-on Equity Offering in the amount of ¥52.46771 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,874,700 Price\Range: ¥7632 Discount Per Security: ¥318お知らせ • Mar 05Ibiden Co.,Ltd. has completed a Follow-on Equity Offering in the amount of ¥52.46771 billion.Ibiden Co.,Ltd. has completed a Follow-on Equity Offering in the amount of ¥52.46771 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,874,700 Price\Range: ¥7632 Discount Per Security: ¥318Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥7,950, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 18x in the Electronic industry in Japan. Total returns to shareholders of 232% over the past three years.お知らせ • Feb 24Ibiden Co.,Ltd. has filed a Follow-on Equity Offering.Ibiden Co.,Ltd. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,874,700Price Target Changed • Feb 17Price target increased by 8.0% to JP¥7,761Up from JP¥7,188, the current price target is an average from 17 analysts. New target price is 13% below last closing price of JP¥8,945. Stock is up 391% over the past year. The company is forecast to post earnings per share of JP¥150 for next year compared to JP¥121 last year.分析記事 • Feb 12We Think That There Are Issues Underlying IbidenLtd's (TSE:4062) EarningsDespite announcing strong earnings, Ibiden Co.,Ltd.'s ( TSE:4062 ) stock was sluggish. We did some digging and found...Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥8,504, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 271% over the past three years.分析記事 • Feb 06Ibiden Co.,Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAs you might know, Ibiden Co.,Ltd. ( TSE:4062 ) last week released its latest quarterly, and things did not turn out so...Reported Earnings • Feb 04Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: JP¥31.98 (up from JP¥15.31 in 3Q 2025). Revenue: JP¥103.1b (up 16% from 3Q 2025). Net income: JP¥8.93b (up 109% from 3Q 2025). Profit margin: 8.7% (up from 4.8% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 43% per year, which means it is well ahead of earnings.Price Target Changed • Feb 04Price target increased by 7.1% to JP¥7,414Up from JP¥6,924, the current price target is an average from 17 analysts. New target price is approximately in line with last closing price of JP¥7,205. Stock is up 279% over the past year. The company is forecast to post earnings per share of JP¥150 for next year compared to JP¥121 last year.Buy Or Sell Opportunity • Jan 21Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 72% to JP¥8,317. The fair value is estimated to be JP¥6,700, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.7% over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥7,760, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 223% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,658 per share.分析記事 • Jan 14Here's Why IbidenLtd (TSE:4062) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jan 14Investors Appear Satisfied With Ibiden Co.,Ltd.'s (TSE:4062) Prospects As Shares Rocket 25%Despite an already strong run, Ibiden Co.,Ltd. ( TSE:4062 ) shares have been powering on, with a gain of 25% in the...Price Target Changed • Jan 10Price target increased by 7.3% to JP¥7,176Up from JP¥6,688, the current price target is an average from 17 analysts. New target price is 6.9% above last closing price of JP¥6,714. Stock is up 178% over the past year. The company is forecast to post earnings per share of JP¥155 for next year compared to JP¥121 last year.分析記事 • Jan 01A Look At The Intrinsic Value Of Ibiden Co.,Ltd. (TSE:4062)Key Insights The projected fair value for IbidenLtd is JP¥6,624 based on 2 Stage Free Cash Flow to Equity IbidenLtd's...Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥12,980, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 183% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥13,217 per share.分析記事 • Dec 18Is Now An Opportune Moment To Examine Ibiden Co.,Ltd. (TSE:4062)?While Ibiden Co.,Ltd. ( TSE:4062 ) might not have the largest market cap around , it received a lot of attention from a...Price Target Changed • Dec 16Price target increased by 8.1% to JP¥12,571Up from JP¥11,632, the current price target is an average from 17 analysts. New target price is 11% above last closing price of JP¥11,375. Stock is up 173% over the past year. The company is forecast to post earnings per share of JP¥296 for next year compared to JP¥241 last year.Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥12,960, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 141% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥24,525 per share.分析記事 • Dec 03IbidenLtd (TSE:4062) Has Some Way To Go To Become A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...お知らせ • Nov 29Ibiden Co.,Ltd. to Report Q3, 2026 Results on Feb 03, 2026Ibiden Co.,Ltd. announced that they will report Q3, 2026 results on Feb 03, 2026Declared Dividend • Nov 26First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 30th March 2026 Payment date: 8th June 2026 Dividend yield will be 0.5%, which is lower than the industry average of 1.4%.Valuation Update With 7 Day Price Move • Nov 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥11,640, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 119% over the past three years.Price Target Changed • Nov 13Price target increased by 10% to JP¥11,208Up from JP¥10,184, the current price target is an average from 17 analysts. New target price is 18% below last closing price of JP¥13,690. Stock is up 183% over the past year. The company is forecast to post earnings per share of JP¥290 for next year compared to JP¥241 last year.Price Target Changed • Nov 10Price target increased by 8.0% to JP¥10,772Up from JP¥9,978, the current price target is an average from 17 analysts. New target price is 17% below last closing price of JP¥13,035. Stock is up 144% over the past year. The company is forecast to post earnings per share of JP¥290 for next year compared to JP¥241 last year.分析記事 • Nov 03Ibiden Co.,Ltd. (TSE:4062) Released Earnings Last Week And Analysts Lifted Their Price Target To JP¥10,184The investors in Ibiden Co.,Ltd. 's ( TSE:4062 ) will be rubbing their hands together with glee today, after the share...Reported Earnings • Oct 31Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: JP¥66.90 (down from JP¥83.81 in 2Q 2025). Revenue: JP¥98.0b (up 5.0% from 2Q 2025). Net income: JP¥9.34b (down 20% from 2Q 2025). Profit margin: 9.5% (down from 13% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 45% per year, which means it is well ahead of earnings.お知らせ • Oct 31+ 2 more updatesIbiden Co.,Ltd. Announces Changes to Dividend PolicyIbiden Co.,Ltd. announced change its dividend policy (introduction of progressive dividends). Details of Change(Before): Regarding returns to shareholders, the basic policy is to continue stable dividends by establishing a long-term stable management foundation and improving business performance. This involved a comprehensive consideration of management indicators such as consolidated and non-consolidated business results, payout ratio, and ROE (Return on Equity). Details of Change(After): Regarding returns to shareholders, from the fiscal year ending March 2026 through the fiscal year ending March 2031, the Company's policy is to implement a progressive dividend. This policy will have a guideline of a 20% payout ratio and a base annual dividend of JPY 40 per share, based on its capital allocation policy and while taking into consideration the balance between growth investments and financial discipline.Price Target Changed • Oct 31Price target increased by 11% to JP¥9,978Up from JP¥8,972, the current price target is an average from 17 analysts. New target price is 32% below last closing price of JP¥14,570. Stock is up 212% over the past year. The company is forecast to post earnings per share of JP¥293 for next year compared to JP¥241 last year.New Risk • Oct 28New 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 8.5% 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.5% average weekly change). High level of non-cash earnings (25% accrual ratio).Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥12,555, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 154% over the past three years.分析記事 • Oct 17Why Investors Shouldn't Be Surprised By Ibiden Co.,Ltd.'s (TSE:4062) 27% Share Price SurgeDespite an already strong run, Ibiden Co.,Ltd. ( TSE:4062 ) shares have been powering on, with a gain of 27% in the...Price Target Changed • Oct 08Price target increased by 7.1% to JP¥8,395Up from JP¥7,836, the current price target is an average from 17 analysts. New target price is 15% below last closing price of JP¥9,890. Stock is up 101% over the past year. The company is forecast to post earnings per share of JP¥283 for next year compared to JP¥241 last year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 25 November 2025. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥8,444, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 91% over the past three years.お知らせ • Sep 01Ibiden Co.,Ltd. to Report Q2, 2026 Results on Oct 30, 2025Ibiden Co.,Ltd. announced that they will report Q2, 2026 results on Oct 30, 2025分析記事 • Aug 31Earnings Tell The Story For Ibiden Co.,Ltd. (TSE:4062)With a price-to-earnings (or "P/E") ratio of 26.9x Ibiden Co.,Ltd. ( TSE:4062 ) may be sending very bearish signals at...Board Change • Aug 28High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Haruya Maruyama was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.分析記事 • Aug 13IbidenLtd (TSE:4062) Strong Profits May Be Masking Some Underlying IssuesTSE:4062 1 Year Share Price vs Fair Value Explore IbidenLtd's Fair Values from the Community and select yours Ibiden...分析記事 • Aug 05Ibiden Co.,Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsTSE:4062 1 Year Share Price vs Fair Value Explore IbidenLtd's Fair Values from the Community and select yours It's been...Reported Earnings • Aug 02First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥91.16 (up from JP¥63.10 in 1Q 2025). Revenue: JP¥97.5b (up 11% from 1Q 2025). Net income: JP¥12.7b (up 44% from 1Q 2025). Profit margin: 13% (up from 10.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 39%. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Declared Dividend • Jul 21Final dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 25th November 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%.Reported Earnings • Jun 24Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥241 (up from JP¥225 in FY 2024). Revenue: JP¥369.4b (flat on FY 2024). Net income: JP¥33.7b (up 7.0% from FY 2024). Profit margin: 9.1% (up from 8.5% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Price Target Changed • Jun 13Price target increased by 7.8% to JP¥6,424Up from JP¥5,961, the current price target is an average from 16 analysts. New target price is 12% above last closing price of JP¥5,743. Stock is down 11% over the past year. The company is forecast to post earnings per share of JP¥248 for next year compared to JP¥241 last year.お知らせ • Jun 03Ibiden Co.,Ltd. to Report Q1, 2026 Results on Aug 01, 2025Ibiden Co.,Ltd. announced that they will report Q1, 2026 results on Aug 01, 2025分析記事 • May 29Is IbidenLtd (TSE:4062) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥5,096, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 8.7% over the past three years.お知らせ • May 09Ibiden Co.,Ltd., Annual General Meeting, Jun 20, 2025Ibiden Co.,Ltd., Annual General Meeting, Jun 20, 2025.Reported Earnings • May 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥241 (up from JP¥225 in FY 2024). Revenue: JP¥369.4b (flat on FY 2024). Net income: JP¥33.7b (up 7.0% from FY 2024). Profit margin: 9.1% (up from 8.5% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥2,975, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Electronic industry in Japan. Total loss to shareholders of 42% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).お知らせ • Mar 01Ibiden Co.,Ltd. to Report Fiscal Year 2025 Results on May 08, 2025Ibiden Co.,Ltd. announced that they will report fiscal year 2025 results on May 08, 2025New Risk • Feb 05New 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 7.4% 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.Reported Earnings • Feb 05Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: JP¥30.61 (down from JP¥68.03 in 3Q 2024). Revenue: JP¥88.8b (down 4.1% from 3Q 2024). Net income: JP¥4.27b (down 55% from 3Q 2024). Profit margin: 4.8% (down from 10% in 3Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) also missed analyst estimates by 56%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 13% per year.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥3,800, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 33% over the past three years.お知らせ • Nov 30Ibiden Co.,Ltd. to Report Q3, 2025 Results on Feb 04, 2025Ibiden Co.,Ltd. announced that they will report Q3, 2025 results on Feb 04, 2025Declared Dividend • Nov 26First half dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 30th May 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 25%. Cash payout ratio: 50%.Reported Earnings • Nov 02Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: JP¥83.81 (up from JP¥75.91 in 2Q 2024). Revenue: JP¥93.4b (flat on 2Q 2024). Net income: JP¥11.7b (up 10% from 2Q 2024). Profit margin: 13% (up from 11% in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.9%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 12% per year.Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.5%).Valuation Update With 7 Day Price Move • Sep 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥4,278, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 35% over the past three years.お知らせ • Aug 27Ibiden Co.,Ltd. to Report Q2, 2025 Results on Oct 31, 2024Ibiden Co.,Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥5,342, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 1.8% over the past three years.New Risk • Aug 05New 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 7.9% 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.Reported Earnings • Aug 05First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: JP¥63.10 (up from JP¥52.19 in 1Q 2024). Revenue: JP¥88.2b (down 6.7% from 1Q 2024). Net income: JP¥8.82b (up 21% from 1Q 2024). Profit margin: 10.0% (up from 7.7% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 5% per year.Valuation Update With 7 Day Price Move • Jul 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥5,710, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 1.3% over the past three years.Declared Dividend • Jul 11Final dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 10%.Reported Earnings • Jun 16Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥225 (down from JP¥374 in FY 2023). Revenue: JP¥370.5b (down 11% from FY 2023). Net income: JP¥31.5b (down 40% from FY 2023). Profit margin: 8.5% (down from 13% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 8.3%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 3% per year.お知らせ • Jun 06Ibiden Co.,Ltd. to Report Q1, 2025 Results on Aug 02, 2024Ibiden Co.,Ltd. announced that they will report Q1, 2025 results on Aug 02, 2024Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥6,270, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥11,850 per share.Board Change • May 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Substitute Outside Director Shogo Komori was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.New Risk • May 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Profit margins are more than 30% lower than last year (8.5% net profit margin).財務状況分析短期負債: 4062の 短期資産 ( ¥465.5B ) が 短期負債 ( ¥221.6B ) を超えています。長期負債: 4062の短期資産 ( ¥465.5B ) が 長期負債 ( ¥181.4B ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: 4062総負債よりも多くの現金を保有しています。負債の削減: 4062の負債対資本比率は、過去 5 年間で49.3%から34.5%に減少しました。債務返済能力: 4062の負債は 営業キャッシュフロー によって 十分にカバー されています ( 55.3% )。インタレストカバレッジ: 4062支払う利息よりも稼ぐ利息の方が多いので、利息支払い の補償は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YTech 業界の健全な企業。View Dividend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2026/05/28 12:37終値2026/05/28 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や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Ibiden Co.,Ltd. 17 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。27 アナリスト機関George ChangAletheia Analyst Network LimitedMasaru KoshitaBarclaysHao DaiBernstein24 その他のアナリストを表示
分析記事 • Jan 14Here's Why IbidenLtd (TSE:4062) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • May 29Is IbidenLtd (TSE:4062) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • May 14Results: Ibiden Co.,Ltd. Exceeded Expectations And The Consensus Has Updated Its EstimatesThe investors in Ibiden Co.,Ltd. 's ( TSE:4062 ) will be rubbing their hands together with glee today, after the share...
Reported Earnings • May 12Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥228 (up from JP¥121 in FY 2025). Revenue: JP¥416.2b (up 13% from FY 2025). Net income: JP¥63.7b (up 89% from FY 2025). Profit margin: 15% (up from 9.1% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 52%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 11Ibiden Co.,Ltd., Annual General Meeting, Jun 19, 2026Ibiden Co.,Ltd., Annual General Meeting, Jun 19, 2026.
Price Target Changed • Apr 25Price target increased by 7.4% to JP¥9,524Up from JP¥8,864, the current price target is an average from 17 analysts. New target price is 24% below last closing price of JP¥12,540. Stock is up 545% over the past year. The company is forecast to post earnings per share of JP¥150 for next year compared to JP¥121 last year.
Valuation Update With 7 Day Price Move • Apr 22Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥11,190, the stock trades at a forward P/E ratio of 56x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 364% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,870 per share.
お知らせ • Apr 17Ibiden Co.,Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Ibiden Co.,Ltd. announced that they will report fiscal year 2026 results on May 11, 2026
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥8,748, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 242% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,904 per share.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.6%).
お知らせ • Mar 06Ibiden Co.,Ltd. has completed a Follow-on Equity Offering in the amount of ¥52.46771 billion.Ibiden Co.,Ltd. has completed a Follow-on Equity Offering in the amount of ¥52.46771 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,874,700 Price\Range: ¥7632 Discount Per Security: ¥318
お知らせ • Mar 05Ibiden Co.,Ltd. has completed a Follow-on Equity Offering in the amount of ¥52.46771 billion.Ibiden Co.,Ltd. has completed a Follow-on Equity Offering in the amount of ¥52.46771 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,874,700 Price\Range: ¥7632 Discount Per Security: ¥318
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¥7,950, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 18x in the Electronic industry in Japan. Total returns to shareholders of 232% over the past three years.
お知らせ • Feb 24Ibiden Co.,Ltd. has filed a Follow-on Equity Offering.Ibiden Co.,Ltd. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,874,700
Price Target Changed • Feb 17Price target increased by 8.0% to JP¥7,761Up from JP¥7,188, the current price target is an average from 17 analysts. New target price is 13% below last closing price of JP¥8,945. Stock is up 391% over the past year. The company is forecast to post earnings per share of JP¥150 for next year compared to JP¥121 last year.
分析記事 • Feb 12We Think That There Are Issues Underlying IbidenLtd's (TSE:4062) EarningsDespite announcing strong earnings, Ibiden Co.,Ltd.'s ( TSE:4062 ) stock was sluggish. We did some digging and found...
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥8,504, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 271% over the past three years.
分析記事 • Feb 06Ibiden Co.,Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAs you might know, Ibiden Co.,Ltd. ( TSE:4062 ) last week released its latest quarterly, and things did not turn out so...
Reported Earnings • Feb 04Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: JP¥31.98 (up from JP¥15.31 in 3Q 2025). Revenue: JP¥103.1b (up 16% from 3Q 2025). Net income: JP¥8.93b (up 109% from 3Q 2025). Profit margin: 8.7% (up from 4.8% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 14%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 43% per year, which means it is well ahead of earnings.
Price Target Changed • Feb 04Price target increased by 7.1% to JP¥7,414Up from JP¥6,924, the current price target is an average from 17 analysts. New target price is approximately in line with last closing price of JP¥7,205. Stock is up 279% over the past year. The company is forecast to post earnings per share of JP¥150 for next year compared to JP¥121 last year.
Buy Or Sell Opportunity • Jan 21Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 72% to JP¥8,317. The fair value is estimated to be JP¥6,700, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 4.7% over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥7,760, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 223% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,658 per share.
分析記事 • Jan 14Here's Why IbidenLtd (TSE:4062) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Jan 14Investors Appear Satisfied With Ibiden Co.,Ltd.'s (TSE:4062) Prospects As Shares Rocket 25%Despite an already strong run, Ibiden Co.,Ltd. ( TSE:4062 ) shares have been powering on, with a gain of 25% in the...
Price Target Changed • Jan 10Price target increased by 7.3% to JP¥7,176Up from JP¥6,688, the current price target is an average from 17 analysts. New target price is 6.9% above last closing price of JP¥6,714. Stock is up 178% over the past year. The company is forecast to post earnings per share of JP¥155 for next year compared to JP¥121 last year.
分析記事 • Jan 01A Look At The Intrinsic Value Of Ibiden Co.,Ltd. (TSE:4062)Key Insights The projected fair value for IbidenLtd is JP¥6,624 based on 2 Stage Free Cash Flow to Equity IbidenLtd's...
Valuation Update With 7 Day Price Move • Dec 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥12,980, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 183% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥13,217 per share.
分析記事 • Dec 18Is Now An Opportune Moment To Examine Ibiden Co.,Ltd. (TSE:4062)?While Ibiden Co.,Ltd. ( TSE:4062 ) might not have the largest market cap around , it received a lot of attention from a...
Price Target Changed • Dec 16Price target increased by 8.1% to JP¥12,571Up from JP¥11,632, the current price target is an average from 17 analysts. New target price is 11% above last closing price of JP¥11,375. Stock is up 173% over the past year. The company is forecast to post earnings per share of JP¥296 for next year compared to JP¥241 last year.
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥12,960, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 141% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥24,525 per share.
分析記事 • Dec 03IbidenLtd (TSE:4062) Has Some Way To Go To Become A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
お知らせ • Nov 29Ibiden Co.,Ltd. to Report Q3, 2026 Results on Feb 03, 2026Ibiden Co.,Ltd. announced that they will report Q3, 2026 results on Feb 03, 2026
Declared Dividend • Nov 26First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 30th March 2026 Payment date: 8th June 2026 Dividend yield will be 0.5%, which is lower than the industry average of 1.4%.
Valuation Update With 7 Day Price Move • Nov 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥11,640, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 119% over the past three years.
Price Target Changed • Nov 13Price target increased by 10% to JP¥11,208Up from JP¥10,184, the current price target is an average from 17 analysts. New target price is 18% below last closing price of JP¥13,690. Stock is up 183% over the past year. The company is forecast to post earnings per share of JP¥290 for next year compared to JP¥241 last year.
Price Target Changed • Nov 10Price target increased by 8.0% to JP¥10,772Up from JP¥9,978, the current price target is an average from 17 analysts. New target price is 17% below last closing price of JP¥13,035. Stock is up 144% over the past year. The company is forecast to post earnings per share of JP¥290 for next year compared to JP¥241 last year.
分析記事 • Nov 03Ibiden Co.,Ltd. (TSE:4062) Released Earnings Last Week And Analysts Lifted Their Price Target To JP¥10,184The investors in Ibiden Co.,Ltd. 's ( TSE:4062 ) will be rubbing their hands together with glee today, after the share...
Reported Earnings • Oct 31Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: JP¥66.90 (down from JP¥83.81 in 2Q 2025). Revenue: JP¥98.0b (up 5.0% from 2Q 2025). Net income: JP¥9.34b (down 20% from 2Q 2025). Profit margin: 9.5% (down from 13% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 45% per year, which means it is well ahead of earnings.
お知らせ • Oct 31+ 2 more updatesIbiden Co.,Ltd. Announces Changes to Dividend PolicyIbiden Co.,Ltd. announced change its dividend policy (introduction of progressive dividends). Details of Change(Before): Regarding returns to shareholders, the basic policy is to continue stable dividends by establishing a long-term stable management foundation and improving business performance. This involved a comprehensive consideration of management indicators such as consolidated and non-consolidated business results, payout ratio, and ROE (Return on Equity). Details of Change(After): Regarding returns to shareholders, from the fiscal year ending March 2026 through the fiscal year ending March 2031, the Company's policy is to implement a progressive dividend. This policy will have a guideline of a 20% payout ratio and a base annual dividend of JPY 40 per share, based on its capital allocation policy and while taking into consideration the balance between growth investments and financial discipline.
Price Target Changed • Oct 31Price target increased by 11% to JP¥9,978Up from JP¥8,972, the current price target is an average from 17 analysts. New target price is 32% below last closing price of JP¥14,570. Stock is up 212% over the past year. The company is forecast to post earnings per share of JP¥293 for next year compared to JP¥241 last year.
New Risk • Oct 28New 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 8.5% 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.5% average weekly change). High level of non-cash earnings (25% accrual ratio).
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥12,555, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 154% over the past three years.
分析記事 • Oct 17Why Investors Shouldn't Be Surprised By Ibiden Co.,Ltd.'s (TSE:4062) 27% Share Price SurgeDespite an already strong run, Ibiden Co.,Ltd. ( TSE:4062 ) shares have been powering on, with a gain of 27% in the...
Price Target Changed • Oct 08Price target increased by 7.1% to JP¥8,395Up from JP¥7,836, the current price target is an average from 17 analysts. New target price is 15% below last closing price of JP¥9,890. Stock is up 101% over the past year. The company is forecast to post earnings per share of JP¥283 for next year compared to JP¥241 last year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 25 November 2025. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%).
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 21%After last week's 21% share price gain to JP¥8,444, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 91% over the past three years.
お知らせ • Sep 01Ibiden Co.,Ltd. to Report Q2, 2026 Results on Oct 30, 2025Ibiden Co.,Ltd. announced that they will report Q2, 2026 results on Oct 30, 2025
分析記事 • Aug 31Earnings Tell The Story For Ibiden Co.,Ltd. (TSE:4062)With a price-to-earnings (or "P/E") ratio of 26.9x Ibiden Co.,Ltd. ( TSE:4062 ) may be sending very bearish signals at...
Board Change • Aug 28High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Haruya Maruyama was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Aug 13IbidenLtd (TSE:4062) Strong Profits May Be Masking Some Underlying IssuesTSE:4062 1 Year Share Price vs Fair Value Explore IbidenLtd's Fair Values from the Community and select yours Ibiden...
分析記事 • Aug 05Ibiden Co.,Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsTSE:4062 1 Year Share Price vs Fair Value Explore IbidenLtd's Fair Values from the Community and select yours It's been...
Reported Earnings • Aug 02First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥91.16 (up from JP¥63.10 in 1Q 2025). Revenue: JP¥97.5b (up 11% from 1Q 2025). Net income: JP¥12.7b (up 44% from 1Q 2025). Profit margin: 13% (up from 10.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 39%. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Declared Dividend • Jul 21Final dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 25th November 2025 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%.
Reported Earnings • Jun 24Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥241 (up from JP¥225 in FY 2024). Revenue: JP¥369.4b (flat on FY 2024). Net income: JP¥33.7b (up 7.0% from FY 2024). Profit margin: 9.1% (up from 8.5% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Price Target Changed • Jun 13Price target increased by 7.8% to JP¥6,424Up from JP¥5,961, the current price target is an average from 16 analysts. New target price is 12% above last closing price of JP¥5,743. Stock is down 11% over the past year. The company is forecast to post earnings per share of JP¥248 for next year compared to JP¥241 last year.
お知らせ • Jun 03Ibiden Co.,Ltd. to Report Q1, 2026 Results on Aug 01, 2025Ibiden Co.,Ltd. announced that they will report Q1, 2026 results on Aug 01, 2025
分析記事 • May 29Is IbidenLtd (TSE:4062) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥5,096, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 8.7% over the past three years.
お知らせ • May 09Ibiden Co.,Ltd., Annual General Meeting, Jun 20, 2025Ibiden Co.,Ltd., Annual General Meeting, Jun 20, 2025.
Reported Earnings • May 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥241 (up from JP¥225 in FY 2024). Revenue: JP¥369.4b (flat on FY 2024). Net income: JP¥33.7b (up 7.0% from FY 2024). Profit margin: 9.1% (up from 8.5% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥2,975, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Electronic industry in Japan. Total loss to shareholders of 42% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).
お知らせ • Mar 01Ibiden Co.,Ltd. to Report Fiscal Year 2025 Results on May 08, 2025Ibiden Co.,Ltd. announced that they will report fiscal year 2025 results on May 08, 2025
New Risk • Feb 05New 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 7.4% 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.
Reported Earnings • Feb 05Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: JP¥30.61 (down from JP¥68.03 in 3Q 2024). Revenue: JP¥88.8b (down 4.1% from 3Q 2024). Net income: JP¥4.27b (down 55% from 3Q 2024). Profit margin: 4.8% (down from 10% in 3Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) also missed analyst estimates by 56%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 13% per year.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥3,800, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 33% over the past three years.
お知らせ • Nov 30Ibiden Co.,Ltd. to Report Q3, 2025 Results on Feb 04, 2025Ibiden Co.,Ltd. announced that they will report Q3, 2025 results on Feb 04, 2025
Declared Dividend • Nov 26First half dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 30th May 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 25%. Cash payout ratio: 50%.
Reported Earnings • Nov 02Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: EPS: JP¥83.81 (up from JP¥75.91 in 2Q 2024). Revenue: JP¥93.4b (flat on 2Q 2024). Net income: JP¥11.7b (up 10% from 2Q 2024). Profit margin: 13% (up from 11% in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.9%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 12% per year.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.5%).
Valuation Update With 7 Day Price Move • Sep 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥4,278, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 35% over the past three years.
お知らせ • Aug 27Ibiden Co.,Ltd. to Report Q2, 2025 Results on Oct 31, 2024Ibiden Co.,Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥5,342, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 1.8% over the past three years.
New Risk • Aug 05New 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 7.9% 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.
Reported Earnings • Aug 05First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: JP¥63.10 (up from JP¥52.19 in 1Q 2024). Revenue: JP¥88.2b (down 6.7% from 1Q 2024). Net income: JP¥8.82b (up 21% from 1Q 2024). Profit margin: 10.0% (up from 7.7% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 5% per year.
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥5,710, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Electronic industry in Japan. Total returns to shareholders of 1.3% over the past three years.
Declared Dividend • Jul 11Final dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 0.6%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 10%.
Reported Earnings • Jun 16Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥225 (down from JP¥374 in FY 2023). Revenue: JP¥370.5b (down 11% from FY 2023). Net income: JP¥31.5b (down 40% from FY 2023). Profit margin: 8.5% (down from 13% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 8.3%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Jun 06Ibiden Co.,Ltd. to Report Q1, 2025 Results on Aug 02, 2024Ibiden Co.,Ltd. announced that they will report Q1, 2025 results on Aug 02, 2024
Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥6,270, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥11,850 per share.
Board Change • May 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Substitute Outside Director Shogo Komori was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
New Risk • May 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Profit margins are more than 30% lower than last year (8.5% net profit margin).