View Past PerformanceMeiko Electronics バランスシートの健全性財務の健全性 基準チェック /56Meiko Electronicsの総株主資本は¥143.8B 、総負債は¥121.3Bで、負債比率は84.4%となります。総資産と総負債はそれぞれ¥335.3Bと¥191.5Bです。 Meiko Electronicsの EBIT は¥24.6Bで、利息カバレッジ比率19.7です。現金および短期投資は¥27.5Bです。主要情報84.36%負債資本比率JP¥121.31b負債インタレスト・カバレッジ・レシオ19.7x現金JP¥27.51bエクイティJP¥143.81b負債合計JP¥191.49b総資産JP¥335.29b財務の健全性に関する最新情報分析記事 • Jan 13Meiko Electronics (TSE:6787) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Aug 23Is Meiko Electronics (TSE:6787) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...すべての更新を表示Recent updates分析記事 • May 20Additional Considerations Required While Assessing Meiko Electronics' (TSE:6787) Strong EarningsMeiko Electronics Co., Ltd.'s ( TSE:6787 ) stock was strong after they recently reported robust earnings. However, we...Reported Earnings • May 15Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥771 (up from JP¥569 in FY 2025). Revenue: JP¥240.6b (up 16% from FY 2025). Net income: JP¥19.8b (up 35% from FY 2025). Profit margin: 8.2% (up from 7.1% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 4.1%. Revenue is forecast to grow 16% p.a. on average during the next 2 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 32% per year but the company’s share price has increased by 143% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥38,650, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 18x in the Electronic industry in Japan. Total returns to shareholders of 1,424% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥38,999 per share.お知らせ • May 14Meiko Electronics Co., Ltd., Annual General Meeting, Jun 26, 2026Meiko Electronics Co., Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 10+ 1 more updateMeiko Electronics Co., Ltd. to Report Q1, 2027 Results on Aug 06, 2026Meiko Electronics Co., Ltd. announced that they will report Q1, 2027 results on Aug 06, 2026Buy Or Sell Opportunity • May 05Now 24% undervaluedOver the last 90 days, the stock has risen 111% to JP¥29,740. The fair value is estimated to be JP¥39,234, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 28%. Revenue is forecast to grow by 42% in 2 years. Earnings are forecast to grow by 76% in the next 2 years.お知らせ • Apr 21Meiko Electronics Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Meiko Electronics Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥29,370, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 992% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥41,706 per share.Upcoming Dividend • Mar 23Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 12 June 2026. Payout ratio is a comfortable 14% 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 (1.6%).Price Target Changed • Feb 20Price target increased by 35% to JP¥14,733Up from JP¥10,900, the current price target is an average from 3 analysts. New target price is 32% below last closing price of JP¥21,510. Stock is up 175% over the past year. The company is forecast to post earnings per share of JP¥763 for next year compared to JP¥569 last year.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥20,240, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 668% over the past three years.Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥216 (vs JP¥249 in 3Q 2025)Third quarter 2026 results: EPS: JP¥216 (down from JP¥249 in 3Q 2025). Revenue: JP¥60.5b (up 13% from 3Q 2025). Net income: JP¥5.54b (down 13% from 3Q 2025). Profit margin: 9.2% (down from 12% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% 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 increased by 28% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 03Investors Appear Satisfied With Meiko Electronics Co., Ltd.'s (TSE:6787) Prospects As Shares Rocket 33%Despite an already strong run, Meiko Electronics Co., Ltd. ( TSE:6787 ) shares have been powering on, with a gain of...Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥11,220, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 299% over the past three years.分析記事 • Jan 13Meiko Electronics (TSE:6787) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Dec 30Meiko Electronics (TSE:6787) Is Doing The Right Things To Multiply Its Share PriceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...分析記事 • Dec 04The Price Is Right For Meiko Electronics Co., Ltd. (TSE:6787)With a price-to-earnings (or "P/E") ratio of 16.4x Meiko Electronics Co., Ltd. ( TSE:6787 ) may be sending bearish...Declared Dividend • Nov 29First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 30th March 2026 Payment date: 12th June 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.4%.分析記事 • Nov 16Do Meiko Electronics' (TSE:6787) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥219 (vs JP¥122 in 2Q 2025)Second quarter 2026 results: EPS: JP¥219 (up from JP¥122 in 2Q 2025). Revenue: JP¥58.4b (up 14% from 2Q 2025). Net income: JP¥5.62b (up 80% from 2Q 2025). Profit margin: 9.6% (up from 6.1% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% 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 increased by 21% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 22Is Now An Opportune Moment To Examine Meiko Electronics Co., Ltd. (TSE:6787)?Meiko Electronics Co., Ltd. ( TSE:6787 ), might not be a large cap stock, but it led the TSE gainers with a relatively...分析記事 • Aug 25Meiko Electronics Co., Ltd. (TSE:6787) Soars 32% But It's A Story Of Risk Vs RewardDespite an already strong run, Meiko Electronics Co., Ltd. ( TSE:6787 ) shares have been powering on, with a gain of...Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥9,410, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 210% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,101 per share.分析記事 • Aug 24Meiko Electronics (TSE:6787) Will Pay A Dividend Of ¥45.00The board of Meiko Electronics Co., Ltd. ( TSE:6787 ) has announced that it will pay a dividend of ¥45.00 per share on...分析記事 • Aug 23Is Meiko Electronics (TSE:6787) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Aug 09Meiko Electronics (TSE:6787) Will Pay A Dividend Of ¥45.00The board of Meiko Electronics Co., Ltd. ( TSE:6787 ) has announced that it will pay a dividend of ¥45.00 per share on...Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥147 (vs JP¥119 in 1Q 2025)First quarter 2026 results: EPS: JP¥147 (up from JP¥119 in 1Q 2025). Revenue: JP¥53.1b (up 13% from 1Q 2025). Net income: JP¥3.77b (up 24% from 1Q 2025). Profit margin: 7.1% (up from 6.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% 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 increased by 12% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 07Returns Are Gaining Momentum At Meiko Electronics (TSE:6787)TSE:6787 1 Year Share Price vs Fair Value Explore Meiko Electronics's Fair Values from the Community and select yours...Buy Or Sell Opportunity • Jul 28Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to JP¥7,400. The fair value is estimated to be JP¥6,152, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 7.0%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.分析記事 • Jul 25Meiko Electronics (TSE:6787) Will Pay A Dividend Of ¥45.00The board of Meiko Electronics Co., Ltd. ( TSE:6787 ) has announced that it will pay a dividend of ¥45.00 per share on...分析記事 • Jul 10Meiko Electronics (TSE:6787) Has Announced A Dividend Of ¥45.00Meiko Electronics Co., Ltd. ( TSE:6787 ) will pay a dividend of ¥45.00 on the 1st of December. The payment will take...分析記事 • Jul 09Market Cool On Meiko Electronics Co., Ltd.'s (TSE:6787) EarningsIt's not a stretch to say that Meiko Electronics Co., Ltd.'s ( TSE:6787 ) price-to-earnings (or "P/E") ratio of 11.8x...Declared Dividend • Jul 09Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 1.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (13% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 32% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jun 22A Look At The Fair Value Of Meiko Electronics Co., Ltd. (TSE:6787)Key Insights Using the 2 Stage Free Cash Flow to Equity, Meiko Electronics fair value estimate is JP¥5,788 With...Price Target Changed • Jun 13Price target decreased by 8.1% to JP¥8,500Down from JP¥9,250, the current price target is an average from 4 analysts. New target price is 36% above last closing price of JP¥6,260. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥646 for next year compared to JP¥569 last year.分析記事 • Jun 10Is Meiko Electronics Co., Ltd. (TSE:6787) Potentially Undervalued?While Meiko Electronics Co., Ltd. ( TSE:6787 ) might not have the largest market cap around , it received a lot of...Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥6,090, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥10,299 per share.Reported Earnings • May 15Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥582 (up from JP¥429 in FY 2024). Revenue: JP¥206.8b (up 15% from FY 2024). Net income: JP¥14.9b (up 36% from FY 2024). Profit margin: 7.2% (up from 6.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 9.7%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13Meiko Electronics Co., Ltd., Annual General Meeting, Jun 26, 2025Meiko Electronics Co., Ltd., Annual General Meeting, Jun 26, 2025.New Risk • Apr 04New 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 7.6% 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 Risk Share price has been highly volatile over the past 3 months (7.6% average weekly change). Minor Risk High level of debt (52% net debt to equity).Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥6,130, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥10,038 per share.Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 12 June 2025. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).お知らせ • Feb 28+ 3 more updatesMeiko Electronics Co., Ltd. to Report Q1, 2026 Results on Aug 06, 2025Meiko Electronics Co., Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025Price Target Changed • Feb 27Price target increased by 11% to JP¥10,733Up from JP¥9,650, the current price target is an average from 3 analysts. New target price is 42% above last closing price of JP¥7,540. Stock is up 54% over the past year. The company is forecast to post earnings per share of JP¥620 for next year compared to JP¥429 last year.Buy Or Sell Opportunity • Feb 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥7,820. The fair value is estimated to be JP¥9,787, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 2.8%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 34% in the next 2 years.Reported Earnings • Feb 07Third quarter 2025 earnings released: EPS: JP¥249 (vs JP¥92.68 in 3Q 2024)Third quarter 2025 results: EPS: JP¥249 (up from JP¥92.68 in 3Q 2024). Revenue: JP¥53.6b (up 13% from 3Q 2024). Net income: JP¥6.38b (up 169% from 3Q 2024). Profit margin: 12% (up from 5.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% 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 increased by 3% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 06Meiko Electronics Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025Meiko Electronics Co., Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025Buy Or Sell Opportunity • Jan 27Now 21% undervaluedOver the last 90 days, the stock has risen 41% to JP¥8,560. The fair value is estimated to be JP¥10,797, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 68% in the next 2 years.Buy Or Sell Opportunity • Jan 08Now 20% undervaluedOver the last 90 days, the stock has risen 49% to JP¥8,640. The fair value is estimated to be JP¥10,842, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 67% in the next 2 years.Declared Dividend • Nov 30First half dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 28th March 2025 Payment date: 12th June 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 54%.Buy Or Sell Opportunity • Nov 21Now 21% undervaluedOver the last 90 days, the stock has risen 57% to JP¥8,630. The fair value is estimated to be JP¥10,888, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.Major Estimate Revision • Nov 16Consensus EPS estimates increase by 22%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥203.5b to JP¥199.0b. EPS estimate rose from JP¥509 to JP¥624. Net income forecast to grow 33% next year vs 14% growth forecast for Electronic industry in Japan. Consensus price target up from JP¥7,300 to JP¥8,175. Share price rose 13% to JP¥8,610 over the past week.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥8,080, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 113% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥9,121 per share.Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥128 (vs JP¥112 in 2Q 2024)Second quarter 2025 results: EPS: JP¥128 (up from JP¥112 in 2Q 2024). Revenue: JP¥51.1b (up 15% from 2Q 2024). Net income: JP¥3.28b (up 14% from 2Q 2024). Profit margin: 6.4% (down from 6.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% 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 1% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 20Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 15% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. 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 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥6,330, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 126% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥8,679 per share.Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥119 (vs JP¥85.17 in 1Q 2024)First quarter 2025 results: EPS: JP¥119 (up from JP¥85.17 in 1Q 2024). Revenue: JP¥47.0b (up 13% from 1Q 2024). Net income: JP¥3.05b (up 40% from 1Q 2024). Profit margin: 6.5% (up from 5.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% 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 1% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to JP¥4,380, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥8,754 per share.Buy Or Sell Opportunity • Jul 25Now 24% undervaluedOver the last 90 days, the stock has risen 18% to JP¥5,950. The fair value is estimated to be JP¥7,880, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 6.2%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Declared Dividend • Jul 11Final dividend of JP¥36.00 announcedShareholders will receive a dividend of JP¥36.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 16%. Cash payout ratio: 110%.Major Estimate Revision • May 18Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥432 to JP¥486. Revenue forecast steady at JP¥197.5b. Net income forecast to grow 8.4% next year vs 12% growth forecast for Electronic industry in Japan. Consensus price target up from JP¥4,467 to JP¥5,300. Share price rose 31% to JP¥6,730 over the past week.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 31%After last week's 31% share price gain to JP¥6,730, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 151% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,967 per share.Reported Earnings • May 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥441 (up from JP¥339 in FY 2023). Revenue: JP¥179.5b (up 7.3% from FY 2023). Net income: JP¥11.3b (up 30% from FY 2023). Profit margin: 6.3% (up from 5.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.0%. Revenue is forecast to grow 9.0% p.a. on average during the next 2 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 7% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 11Meiko Electronics Co., Ltd. Announces Dividend for the Fiscal Year Ended March 31, 2024, Effective June 12, 2024Meiko Electronics Co., Ltd. has resolved at the Board of Directors held on May 10, 2024 to pay JPY 41.00 per share at the year-end dividend for the fiscal year ended March 31, 2024 as compared to paid dividend of JPY 28.00 per share a year ago. Record date is March 31, 2024; Effective date is June 12, 2024.お知らせ • Mar 21Meiko Electronics Co., Ltd. Announces Executive Changes, Effective April 1, 2024Meiko Electronics Co., Ltd. announced that effective April 1, 2024, it will implement the following changes to its executive officers. Masayuki Honda's designation has been changed from Executive Officer, Finance Headquarters and General Manager to Executive Officer, Office of the President & CEO and General Manager.Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 13 June 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.4%).Price Target Changed • Mar 15Price target increased by 21% to JP¥4,467Up from JP¥3,700, the current price target is an average from 3 analysts. New target price is 11% below last closing price of JP¥5,010. Stock is up 79% over the past year. The company is forecast to post earnings per share of JP¥393 for next year compared to JP¥339 last year.お知らせ • Mar 08Meiko Electronics Co., Ltd., Annual General Meeting, Jun 26, 2024Meiko Electronics Co., Ltd., Annual General Meeting, Jun 26, 2024.お知らせ • Mar 02+ 2 more updatesMeiko Electronics Co., Ltd. to Report Q2, 2025 Results on Nov 06, 2024Meiko Electronics Co., Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024Buy Or Sell Opportunity • Feb 19Now 21% undervaluedOver the last 90 days, the stock has risen 6.3% to JP¥4,410. The fair value is estimated to be JP¥5,563, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 26% in the next 2 years.お知らせ • Feb 09Meiko Electronics Co., Ltd. Revises Year-End Dividend GuidanceMeiko Electronics Co., Ltd. announced the following revisions to the dividend forecast released on November 6, 2023. It has decided to revise its year-end dividend forecast from JPY 28 per share to JPY 30 per share, making the annual dividend JPY 57 per share in accordance with its policy.Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥102 (vs JP¥24.76 in 3Q 2023)Third quarter 2024 results: EPS: JP¥102 (up from JP¥24.76 in 3Q 2023). Revenue: JP¥47.3b (up 8.7% from 3Q 2023). Net income: JP¥2.61b (up 312% from 3Q 2023). Profit margin: 5.5% (up from 1.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.財務状況分析短期負債: 6787の 短期資産 ( ¥142.5B ) が 短期負債 ( ¥128.3B ) を超えています。長期負債: 6787の短期資産 ( ¥142.5B ) が 長期負債 ( ¥63.2B ) 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: 6787の 純負債対資本比率 ( 65.2% ) は 高い と見なされます。負債の削減: 6787の負債対資本比率は、過去 5 年間で165.9%から84.4%に減少しました。債務返済能力: 6787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 ( 22.7% )。インタレストカバレッジ: 6787の負債に対する 利息支払い は EBIT ( 19.7 x coverage) によって 十分にカバーされています。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2026/05/24 16:21終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表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Meiko Electronics Co., Ltd. 3 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。11 アナリスト機関Masashi KubotaBofA Global ResearchShiho NamikawaDaiwa Securities Co. Ltd.Koichi HariyaIchiyoshi Research Institute Inc.8 その他のアナリストを表示
分析記事 • Jan 13Meiko Electronics (TSE:6787) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Aug 23Is Meiko Electronics (TSE:6787) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • May 20Additional Considerations Required While Assessing Meiko Electronics' (TSE:6787) Strong EarningsMeiko Electronics Co., Ltd.'s ( TSE:6787 ) stock was strong after they recently reported robust earnings. However, we...
Reported Earnings • May 15Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: JP¥771 (up from JP¥569 in FY 2025). Revenue: JP¥240.6b (up 16% from FY 2025). Net income: JP¥19.8b (up 35% from FY 2025). Profit margin: 8.2% (up from 7.1% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 4.1%. Revenue is forecast to grow 16% p.a. on average during the next 2 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 32% per year but the company’s share price has increased by 143% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥38,650, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 18x in the Electronic industry in Japan. Total returns to shareholders of 1,424% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥38,999 per share.
お知らせ • May 14Meiko Electronics Co., Ltd., Annual General Meeting, Jun 26, 2026Meiko Electronics Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 10+ 1 more updateMeiko Electronics Co., Ltd. to Report Q1, 2027 Results on Aug 06, 2026Meiko Electronics Co., Ltd. announced that they will report Q1, 2027 results on Aug 06, 2026
Buy Or Sell Opportunity • May 05Now 24% undervaluedOver the last 90 days, the stock has risen 111% to JP¥29,740. The fair value is estimated to be JP¥39,234, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 28%. Revenue is forecast to grow by 42% in 2 years. Earnings are forecast to grow by 76% in the next 2 years.
お知らせ • Apr 21Meiko Electronics Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Meiko Electronics Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥29,370, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 992% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥41,706 per share.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 12 June 2026. Payout ratio is a comfortable 14% 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 (1.6%).
Price Target Changed • Feb 20Price target increased by 35% to JP¥14,733Up from JP¥10,900, the current price target is an average from 3 analysts. New target price is 32% below last closing price of JP¥21,510. Stock is up 175% over the past year. The company is forecast to post earnings per share of JP¥763 for next year compared to JP¥569 last year.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥20,240, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 668% over the past three years.
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥216 (vs JP¥249 in 3Q 2025)Third quarter 2026 results: EPS: JP¥216 (down from JP¥249 in 3Q 2025). Revenue: JP¥60.5b (up 13% from 3Q 2025). Net income: JP¥5.54b (down 13% from 3Q 2025). Profit margin: 9.2% (down from 12% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% 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 increased by 28% per year but the company’s share price has increased by 66% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 03Investors Appear Satisfied With Meiko Electronics Co., Ltd.'s (TSE:6787) Prospects As Shares Rocket 33%Despite an already strong run, Meiko Electronics Co., Ltd. ( TSE:6787 ) shares have been powering on, with a gain of...
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥11,220, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 299% over the past three years.
分析記事 • Jan 13Meiko Electronics (TSE:6787) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Dec 30Meiko Electronics (TSE:6787) Is Doing The Right Things To Multiply Its Share PriceDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
分析記事 • Dec 04The Price Is Right For Meiko Electronics Co., Ltd. (TSE:6787)With a price-to-earnings (or "P/E") ratio of 16.4x Meiko Electronics Co., Ltd. ( TSE:6787 ) may be sending bearish...
Declared Dividend • Nov 29First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 30th March 2026 Payment date: 12th June 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.4%.
分析記事 • Nov 16Do Meiko Electronics' (TSE:6787) Earnings Warrant Your Attention?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥219 (vs JP¥122 in 2Q 2025)Second quarter 2026 results: EPS: JP¥219 (up from JP¥122 in 2Q 2025). Revenue: JP¥58.4b (up 14% from 2Q 2025). Net income: JP¥5.62b (up 80% from 2Q 2025). Profit margin: 9.6% (up from 6.1% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% 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 increased by 21% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 22Is Now An Opportune Moment To Examine Meiko Electronics Co., Ltd. (TSE:6787)?Meiko Electronics Co., Ltd. ( TSE:6787 ), might not be a large cap stock, but it led the TSE gainers with a relatively...
分析記事 • Aug 25Meiko Electronics Co., Ltd. (TSE:6787) Soars 32% But It's A Story Of Risk Vs RewardDespite an already strong run, Meiko Electronics Co., Ltd. ( TSE:6787 ) shares have been powering on, with a gain of...
Valuation Update With 7 Day Price Move • Aug 25Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥9,410, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 210% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,101 per share.
分析記事 • Aug 24Meiko Electronics (TSE:6787) Will Pay A Dividend Of ¥45.00The board of Meiko Electronics Co., Ltd. ( TSE:6787 ) has announced that it will pay a dividend of ¥45.00 per share on...
分析記事 • Aug 23Is Meiko Electronics (TSE:6787) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Aug 09Meiko Electronics (TSE:6787) Will Pay A Dividend Of ¥45.00The board of Meiko Electronics Co., Ltd. ( TSE:6787 ) has announced that it will pay a dividend of ¥45.00 per share on...
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥147 (vs JP¥119 in 1Q 2025)First quarter 2026 results: EPS: JP¥147 (up from JP¥119 in 1Q 2025). Revenue: JP¥53.1b (up 13% from 1Q 2025). Net income: JP¥3.77b (up 24% from 1Q 2025). Profit margin: 7.1% (up from 6.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% 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 increased by 12% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 07Returns Are Gaining Momentum At Meiko Electronics (TSE:6787)TSE:6787 1 Year Share Price vs Fair Value Explore Meiko Electronics's Fair Values from the Community and select yours...
Buy Or Sell Opportunity • Jul 28Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to JP¥7,400. The fair value is estimated to be JP¥6,152, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 7.0%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
分析記事 • Jul 25Meiko Electronics (TSE:6787) Will Pay A Dividend Of ¥45.00The board of Meiko Electronics Co., Ltd. ( TSE:6787 ) has announced that it will pay a dividend of ¥45.00 per share on...
分析記事 • Jul 10Meiko Electronics (TSE:6787) Has Announced A Dividend Of ¥45.00Meiko Electronics Co., Ltd. ( TSE:6787 ) will pay a dividend of ¥45.00 on the 1st of December. The payment will take...
分析記事 • Jul 09Market Cool On Meiko Electronics Co., Ltd.'s (TSE:6787) EarningsIt's not a stretch to say that Meiko Electronics Co., Ltd.'s ( TSE:6787 ) price-to-earnings (or "P/E") ratio of 11.8x...
Declared Dividend • Jul 09Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 1.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (13% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 32% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jun 22A Look At The Fair Value Of Meiko Electronics Co., Ltd. (TSE:6787)Key Insights Using the 2 Stage Free Cash Flow to Equity, Meiko Electronics fair value estimate is JP¥5,788 With...
Price Target Changed • Jun 13Price target decreased by 8.1% to JP¥8,500Down from JP¥9,250, the current price target is an average from 4 analysts. New target price is 36% above last closing price of JP¥6,260. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥646 for next year compared to JP¥569 last year.
分析記事 • Jun 10Is Meiko Electronics Co., Ltd. (TSE:6787) Potentially Undervalued?While Meiko Electronics Co., Ltd. ( TSE:6787 ) might not have the largest market cap around , it received a lot of...
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥6,090, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥10,299 per share.
Reported Earnings • May 15Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥582 (up from JP¥429 in FY 2024). Revenue: JP¥206.8b (up 15% from FY 2024). Net income: JP¥14.9b (up 36% from FY 2024). Profit margin: 7.2% (up from 6.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 9.7%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13Meiko Electronics Co., Ltd., Annual General Meeting, Jun 26, 2025Meiko Electronics Co., Ltd., Annual General Meeting, Jun 26, 2025.
New Risk • Apr 04New 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 7.6% 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 Risk Share price has been highly volatile over the past 3 months (7.6% average weekly change). Minor Risk High level of debt (52% net debt to equity).
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥6,130, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Electronic industry in Japan. Total returns to shareholders of 61% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥10,038 per share.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 12 June 2025. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).
お知らせ • Feb 28+ 3 more updatesMeiko Electronics Co., Ltd. to Report Q1, 2026 Results on Aug 06, 2025Meiko Electronics Co., Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025
Price Target Changed • Feb 27Price target increased by 11% to JP¥10,733Up from JP¥9,650, the current price target is an average from 3 analysts. New target price is 42% above last closing price of JP¥7,540. Stock is up 54% over the past year. The company is forecast to post earnings per share of JP¥620 for next year compared to JP¥429 last year.
Buy Or Sell Opportunity • Feb 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥7,820. The fair value is estimated to be JP¥9,787, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 2.8%. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 34% in the next 2 years.
Reported Earnings • Feb 07Third quarter 2025 earnings released: EPS: JP¥249 (vs JP¥92.68 in 3Q 2024)Third quarter 2025 results: EPS: JP¥249 (up from JP¥92.68 in 3Q 2024). Revenue: JP¥53.6b (up 13% from 3Q 2024). Net income: JP¥6.38b (up 169% from 3Q 2024). Profit margin: 12% (up from 5.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% 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 increased by 3% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 06Meiko Electronics Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025Meiko Electronics Co., Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025
Buy Or Sell Opportunity • Jan 27Now 21% undervaluedOver the last 90 days, the stock has risen 41% to JP¥8,560. The fair value is estimated to be JP¥10,797, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 29% in 2 years. Earnings are forecast to grow by 68% in the next 2 years.
Buy Or Sell Opportunity • Jan 08Now 20% undervaluedOver the last 90 days, the stock has risen 49% to JP¥8,640. The fair value is estimated to be JP¥10,842, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 67% in the next 2 years.
Declared Dividend • Nov 30First half dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 28th March 2025 Payment date: 12th June 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 17%. Cash payout ratio: 54%.
Buy Or Sell Opportunity • Nov 21Now 21% undervaluedOver the last 90 days, the stock has risen 57% to JP¥8,630. The fair value is estimated to be JP¥10,888, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.
Major Estimate Revision • Nov 16Consensus EPS estimates increase by 22%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥203.5b to JP¥199.0b. EPS estimate rose from JP¥509 to JP¥624. Net income forecast to grow 33% next year vs 14% growth forecast for Electronic industry in Japan. Consensus price target up from JP¥7,300 to JP¥8,175. Share price rose 13% to JP¥8,610 over the past week.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥8,080, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 113% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥9,121 per share.
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥128 (vs JP¥112 in 2Q 2024)Second quarter 2025 results: EPS: JP¥128 (up from JP¥112 in 2Q 2024). Revenue: JP¥51.1b (up 15% from 2Q 2024). Net income: JP¥3.28b (up 14% from 2Q 2024). Profit margin: 6.4% (down from 6.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% 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 1% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 15% but the company is paying out more than the cash it is generating. Trailing yield: 1.2%. 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 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥6,330, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 126% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥8,679 per share.
Reported Earnings • Aug 08First quarter 2025 earnings released: EPS: JP¥119 (vs JP¥85.17 in 1Q 2024)First quarter 2025 results: EPS: JP¥119 (up from JP¥85.17 in 1Q 2024). Revenue: JP¥47.0b (up 13% from 1Q 2024). Net income: JP¥3.05b (up 40% from 1Q 2024). Profit margin: 6.5% (up from 5.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% 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 1% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 29%After last week's 29% share price decline to JP¥4,380, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥8,754 per share.
Buy Or Sell Opportunity • Jul 25Now 24% undervaluedOver the last 90 days, the stock has risen 18% to JP¥5,950. The fair value is estimated to be JP¥7,880, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 6.2%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Declared Dividend • Jul 11Final dividend of JP¥36.00 announcedShareholders will receive a dividend of JP¥36.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 16%. Cash payout ratio: 110%.
Major Estimate Revision • May 18Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥432 to JP¥486. Revenue forecast steady at JP¥197.5b. Net income forecast to grow 8.4% next year vs 12% growth forecast for Electronic industry in Japan. Consensus price target up from JP¥4,467 to JP¥5,300. Share price rose 31% to JP¥6,730 over the past week.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 31%After last week's 31% share price gain to JP¥6,730, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Electronic industry in Japan. Total returns to shareholders of 151% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,967 per share.
Reported Earnings • May 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥441 (up from JP¥339 in FY 2023). Revenue: JP¥179.5b (up 7.3% from FY 2023). Net income: JP¥11.3b (up 30% from FY 2023). Profit margin: 6.3% (up from 5.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.0%. Revenue is forecast to grow 9.0% p.a. on average during the next 2 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 7% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 11Meiko Electronics Co., Ltd. Announces Dividend for the Fiscal Year Ended March 31, 2024, Effective June 12, 2024Meiko Electronics Co., Ltd. has resolved at the Board of Directors held on May 10, 2024 to pay JPY 41.00 per share at the year-end dividend for the fiscal year ended March 31, 2024 as compared to paid dividend of JPY 28.00 per share a year ago. Record date is March 31, 2024; Effective date is June 12, 2024.
お知らせ • Mar 21Meiko Electronics Co., Ltd. Announces Executive Changes, Effective April 1, 2024Meiko Electronics Co., Ltd. announced that effective April 1, 2024, it will implement the following changes to its executive officers. Masayuki Honda's designation has been changed from Executive Officer, Finance Headquarters and General Manager to Executive Officer, Office of the President & CEO and General Manager.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 13 June 2024. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.4%).
Price Target Changed • Mar 15Price target increased by 21% to JP¥4,467Up from JP¥3,700, the current price target is an average from 3 analysts. New target price is 11% below last closing price of JP¥5,010. Stock is up 79% over the past year. The company is forecast to post earnings per share of JP¥393 for next year compared to JP¥339 last year.
お知らせ • Mar 08Meiko Electronics Co., Ltd., Annual General Meeting, Jun 26, 2024Meiko Electronics Co., Ltd., Annual General Meeting, Jun 26, 2024.
お知らせ • Mar 02+ 2 more updatesMeiko Electronics Co., Ltd. to Report Q2, 2025 Results on Nov 06, 2024Meiko Electronics Co., Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024
Buy Or Sell Opportunity • Feb 19Now 21% undervaluedOver the last 90 days, the stock has risen 6.3% to JP¥4,410. The fair value is estimated to be JP¥5,563, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 26% in the next 2 years.
お知らせ • Feb 09Meiko Electronics Co., Ltd. Revises Year-End Dividend GuidanceMeiko Electronics Co., Ltd. announced the following revisions to the dividend forecast released on November 6, 2023. It has decided to revise its year-end dividend forecast from JPY 28 per share to JPY 30 per share, making the annual dividend JPY 57 per share in accordance with its policy.
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥102 (vs JP¥24.76 in 3Q 2023)Third quarter 2024 results: EPS: JP¥102 (up from JP¥24.76 in 3Q 2023). Revenue: JP¥47.3b (up 8.7% from 3Q 2023). Net income: JP¥2.61b (up 312% from 3Q 2023). Profit margin: 5.5% (up from 1.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.