View ValuationNOK 향후 성장Future 기준 점검 0/6NOK 의 수익은 연간 8.1% 감소할 것으로 예상되는 반면, 연간 수익은 2.7% 로 증가할 것으로 예상됩니다. EPS는 연간 7.4% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.9% 로 예상됩니다.핵심 정보-8.1%이익 성장률-7.42%EPS 성장률Auto Components 이익 성장8.5%매출 성장률2.7%향후 자기자본이익률5.93%애널리스트 커버리지Low마지막 업데이트03 Jul 2026최근 향후 성장 업데이트Major Estimate Revision • Jun 26Consensus EPS estimates increase by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥744.0b to JP¥753.1b. EPS estimate increased from JP¥234 to JP¥295 per share. Net income forecast to grow 1.1% next year vs 1.0% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥3,000 to JP¥3,100. Share price fell 2.2% to JP¥2,903 over the past week.Major Estimate Revision • Jun 15Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate increased from JP¥207 to JP¥231. Revenue forecast steady at JP¥744.0b. Net income forecast to shrink 20% next year vs 0.7% growth forecast for Auto Components industry in Japan . Consensus price target up from JP¥2,892 to JP¥3,000. Share price was steady at JP¥2,948 over the past week.분석 기사 • Jun 27NOK Corporation (TSE:7240) Full-Year Results: Here's What Analysts Are Forecasting For This YearIt's been a good week for NOK Corporation ( TSE:7240 ) shareholders, because the company has just released its latest...Major Estimate Revision • Nov 20Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥129 to JP¥142. Revenue forecast steady at JP¥739.1b. Net income forecast to shrink 18% next year vs 13% growth forecast for Auto Components industry in Japan . Consensus price target broadly unchanged at JP¥2,468. Share price was steady at JP¥2,273 over the past week.Major Estimate Revision • Nov 24Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥119 to JP¥135. Revenue forecast steady at JP¥727.7b. Net income forecast to grow 60% next year vs 19% growth forecast for Auto Components industry in Japan. Consensus price target of JP¥2,136 unchanged from last update. Share price was steady at JP¥1,899 over the past week.Price Target Changed • Sep 13Price target increased by 7.2% to JP¥2,150Up from JP¥2,006, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of JP¥2,080. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥77.55 last year.모든 업데이트 보기Recent updatesBoard Change • Jul 23Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent External Director Atsushi Kajitani was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Major Estimate Revision • Jun 26Consensus EPS estimates increase by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥744.0b to JP¥753.1b. EPS estimate increased from JP¥234 to JP¥295 per share. Net income forecast to grow 1.1% next year vs 1.0% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥3,000 to JP¥3,100. Share price fell 2.2% to JP¥2,903 over the past week.공고 • Jun 26NOK Corporation to Report Q1, 2027 Results on Aug 06, 2026NOK Corporation announced that they will report Q1, 2027 results on Aug 06, 2026Major Estimate Revision • Jun 15Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate increased from JP¥207 to JP¥231. Revenue forecast steady at JP¥744.0b. Net income forecast to shrink 20% next year vs 0.7% growth forecast for Auto Components industry in Japan . Consensus price target up from JP¥2,892 to JP¥3,000. Share price was steady at JP¥2,948 over the past week.분석 기사 • May 20We Think That There Are Some Issues For NOK (TSE:7240) Beyond Its Promising EarningsThe recent earnings posted by NOK Corporation ( TSE:7240 ) were solid, but the stock didn't move as much as we...New Risk • May 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.9% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Reported Earnings • May 14Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥285 (up from JP¥185 in FY 2025). Revenue: JP¥738.4b (down 3.7% from FY 2025). Net income: JP¥46.3b (up 53% from FY 2025). Profit margin: 6.3% (up from 4.0% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 27%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.공고 • May 13NOK Corporation, Annual General Meeting, Jun 25, 2026NOK Corporation, Annual General Meeting, Jun 25, 2026.공고 • Mar 27NOK Corporation to Report Fiscal Year 2026 Results on May 13, 2026NOK Corporation announced that they will report fiscal year 2026 results on May 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥73.67 (vs JP¥93.56 in 3Q 2025)Third quarter 2026 results: EPS: JP¥73.67 (down from JP¥93.56 in 3Q 2025). Revenue: JP¥198.3b (up 1.5% from 3Q 2025). Net income: JP¥12.0b (down 21% from 3Q 2025). Profit margin: 6.1% (down from 7.8% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Feb 05NOK (TSE:7240) Is Due To Pay A Dividend Of ¥65.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend on the 29th of June, with investors...공고 • Feb 05NOK Corporation (TSE:7240) announces an Equity Buyback for 5,000,000 shares, representing 3.02% for ¥15,700 million.NOK Corporation (TSE:7240) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 3.02% of its share capital, for ¥15,700 million. The shares will be repurchased at ¥3,140 per share. As of December 31, 2025, the company had 165,702,690 shares in issue (excluding treasury stock) and no shares in treasury.분석 기사 • Jan 07NOK (TSE:7240) Will Pay A Dividend Of ¥65.00NOK Corporation ( TSE:7240 ) will pay a dividend of ¥65.00 on the 29th of June. This takes the dividend yield to 4.5...공고 • Jan 07NOK Corporation to Report Q3, 2026 Results on Feb 05, 2026NOK Corporation announced that they will report Q3, 2026 results on Feb 05, 2026분석 기사 • Dec 25NOK (TSE:7240) Is Looking To Continue Growing Its Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Dec 06NOK (TSE:7240) Is Due To Pay A Dividend Of ¥65.00NOK Corporation ( TSE:7240 ) will pay a dividend of ¥65.00 on the 29th of June. This will take the dividend yield to an...Declared Dividend • Dec 06First half dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 4.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Nov 29NOK (TSE:7240) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥46.55 (vs JP¥39.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥46.55 (up from JP¥39.99 in 2Q 2025). Revenue: JP¥187.5b (down 8.7% from 2Q 2025). Net income: JP¥7.60b (up 15% from 2Q 2025). Profit margin: 4.1% (up from 3.2% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year and the company’s share price has also increased by 26% per year.분석 기사 • Nov 11An Intrinsic Calculation For NOK Corporation (TSE:7240) Suggests It's 34% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, NOK fair value estimate is JP¥3,946 NOK is estimated to be 34...공고 • Oct 10SMBCCP No. 3 Fund L.P managed by SMBC Capital Partners Co., Ltd. entered into share transfer agreement to acquire SYNZTEC CO.,LTD. from NOK Corporation (TSE:7240).SMBCCP No. 3 Fund L.P managed by SMBC Capital Partners Co., Ltd. entered into share transfer agreement to acquire SYNZTEC CO.,LTD. from NOK Corporation (TSE:7240) on October 8, 2025. SMBC Capital Partners is acquiring 100 shares of SYNZTEC CO.,LTD. For the period ending March 31, 2025, SYNZTEC CO.,LTD. reported total revenue of ¥22.9 billion, EBIT of ¥1.83 billion and net income of ¥1.62 billion. As of March 31, 2025, SYNZTEC CO.,LTD. reported total assets of ¥22.25 billion and total common equity of ¥17.03 billion. The expected completion of the transaction is December 1, 2025.공고 • Sep 23NOK Corporation to Report Q2, 2026 Results on Nov 10, 2025NOK Corporation announced that they will report Q2, 2026 results on Nov 10, 2025분석 기사 • Sep 22NOK's (TSE:7240) Dividend Will Be ¥55.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend on the 3rd of December, with...분석 기사 • Sep 08NOK (TSE:7240) Has Announced A Dividend Of ¥55.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend on the 3rd of December, with...분석 기사 • Aug 25NOK (TSE:7240) Is Due To Pay A Dividend Of ¥55.00NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend of ¥55.00 per share on the 3rd of December. This...분석 기사 • Aug 11NOK's (TSE:7240) Dividend Will Be ¥55.00NOK Corporation's ( TSE:7240 ) investors are due to receive a payment of ¥55.00 per share on 3rd of December. This...Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥35.11 (vs JP¥42.62 in 1Q 2025)First quarter 2026 results: EPS: JP¥35.11 (down from JP¥42.62 in 1Q 2025). Revenue: JP¥171.9b (down 8.7% from 1Q 2025). Net income: JP¥5.73b (down 18% from 1Q 2025). Profit margin: 3.3% (down from 3.7% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year and the company’s share price has also increased by 26% per year.분석 기사 • Jul 27NOK's (TSE:7240) Dividend Will Be ¥55.00NOK Corporation's ( TSE:7240 ) investors are due to receive a payment of ¥55.00 per share on 3rd of December. This will...분석 기사 • Jul 12NOK (TSE:7240) Has Announced A Dividend Of ¥55.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend on the 3rd of December, with...Declared Dividend • Jul 09Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 5.1%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Jun 27NOK Corporation (TSE:7240) Full-Year Results: Here's What Analysts Are Forecasting For This YearIt's been a good week for NOK Corporation ( TSE:7240 ) shareholders, because the company has just released its latest...Reported Earnings • Jun 27Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥185 (down from JP¥188 in FY 2024). Revenue: JP¥766.9b (up 2.2% from FY 2024). Net income: JP¥30.3b (down 4.1% from FY 2024). Profit margin: 4.0% (down from 4.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 4.2%. Revenue is forecast to stay flat during the next 3 years compared to a 2.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 26% per year.공고 • Jun 21NOK Corporation to Report Q1, 2026 Results on Aug 05, 2025NOK Corporation announced that they will report Q1, 2026 results on Aug 05, 2025Reported Earnings • May 19Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥185 (down from JP¥188 in FY 2024). Revenue: JP¥766.9b (up 2.2% from FY 2024). Net income: JP¥30.3b (down 4.1% from FY 2024). Profit margin: 4.0% (down from 4.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 4.2%. Revenue is forecast to stay flat during the next 3 years compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year and the company’s share price has also increased by 23% per year.분석 기사 • May 18Does NOK (TSE:7240) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공고 • May 14NOK Corporation, Annual General Meeting, Jun 26, 2025NOK Corporation, Annual General Meeting, Jun 26, 2025.분석 기사 • Apr 21Returns On Capital Are Showing Encouraging Signs At NOK (TSE:7240)There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,838, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 7x in the Auto Components industry in Japan. Total returns to shareholders of 100% over the past three years.분석 기사 • Mar 25NOK (TSE:7240) Is Due To Pay A Dividend Of ¥50.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend of ¥50.00 per share on the 27th of...공고 • Mar 25NOK Corporation to Report Fiscal Year 2025 Results on May 14, 2025NOK Corporation announced that they will report fiscal year 2025 results on May 14, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).분석 기사 • Mar 04Is There An Opportunity With NOK Corporation's (TSE:7240) 43% Undervaluation?Key Insights The projected fair value for NOK is JP¥3,946 based on 2 Stage Free Cash Flow to Equity NOK's JP¥2,268...Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: JP¥93.56 (vs JP¥53.47 in 3Q 2024)Third quarter 2025 results: EPS: JP¥93.56 (up from JP¥53.47 in 3Q 2024). Revenue: JP¥195.4b (down 8.4% from 3Q 2024). Net income: JP¥15.3b (up 71% from 3Q 2024). Profit margin: 7.8% (up from 4.2% in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 23% per year.분석 기사 • Jan 13NOK (TSE:7240) Has Affirmed Its Dividend Of ¥50.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend of ¥50.00 per share on the 27th of...공고 • Jan 03NOK Corporation to Report Q3, 2025 Results on Feb 05, 2025NOK Corporation announced that they will report Q3, 2025 results on Feb 05, 2025분석 기사 • Dec 30NOK (TSE:7240) Has Affirmed Its Dividend Of ¥50.00NOK Corporation ( TSE:7240 ) will pay a dividend of ¥50.00 on the 27th of June. The dividend yield will be 4.0% based...분석 기사 • Dec 04NOK (TSE:7240) Has Announced A Dividend Of ¥50.00NOK Corporation ( TSE:7240 ) will pay a dividend of ¥50.00 on the 27th of June. Based on this payment, the dividend...Declared Dividend • Dec 04First half dividend of JP¥50.00 announcedDividend of JP¥50.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 4.4%, which is higher than the industry average of 2.7%. Sustainability & Growth The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • Nov 20Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥129 to JP¥142. Revenue forecast steady at JP¥739.1b. Net income forecast to shrink 18% next year vs 13% growth forecast for Auto Components industry in Japan . Consensus price target broadly unchanged at JP¥2,468. Share price was steady at JP¥2,273 over the past week.Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥39.99 (vs JP¥58.26 in 2Q 2024)Second quarter 2025 results: EPS: JP¥39.99 (down from JP¥58.26 in 2Q 2024). Revenue: JP¥205.5b (up 8.0% from 2Q 2024). Net income: JP¥6.59b (down 33% from 2Q 2024). Profit margin: 3.2% (down from 5.2% in 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.분석 기사 • Nov 07We Think NOK (TSE:7240) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...공고 • Nov 07NOK Corporation (TSE:7240) announces an Equity Buyback for 2,000,000 shares, representing 1.19% for ¥4,512 million.NOK Corporation (TSE:7240) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 1.19% of its share capital, for ¥ 4,512 million. The shares will be repurchased at ¥2,256 per share. As of September 30, 2024, the company had 167,623,498 shares in issue (excluding treasury stock) and 5,515,039 shares in treasury.공고 • Sep 26NOK Corporation to Report Q2, 2025 Results on Nov 07, 2024NOK Corporation announced that they will report Q2, 2025 results on Nov 07, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.5%).분석 기사 • Aug 26NOK (TSE:7240) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.분석 기사 • Jul 25NOK Corporation's (TSE:7240) Prospects Need A Boost To Lift SharesWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider NOK...Declared Dividend • Jul 11Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 4.5%, which is higher than the industry average of 2.7%. Sustainability & Growth The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 9.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Jun 26NOK Corporation to Report Q1, 2025 Results on Aug 02, 2024NOK Corporation announced that they will report Q1, 2025 results on Aug 02, 2024분석 기사 • May 21Investors Shouldn't Be Too Comfortable With NOK's (TSE:7240) EarningsLast week's profit announcement from NOK Corporation ( TSE:7240 ) was underwhelming for investors, despite headline...Reported Earnings • May 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥188 (up from JP¥77.55 in FY 2023). Revenue: JP¥750.5b (up 5.7% from FY 2023). Net income: JP¥31.6b (up 137% from FY 2023). Profit margin: 4.2% (up from 1.9% in FY 2023). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Auto Components 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 only increased by 15% per year, which means it is significantly lagging earnings growth.공고 • May 15NOK Corporation, Annual General Meeting, Jun 26, 2024NOK Corporation, Annual General Meeting, Jun 26, 2024.분석 기사 • Apr 30Calculating The Intrinsic Value Of NOK Corporation (TSE:7240)Key Insights NOK's estimated fair value is JP¥1,985 based on 2 Stage Free Cash Flow to Equity NOK's JP¥2,288 share...분석 기사 • Apr 12Here's Why NOK (TSE:7240) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...분석 기사 • Mar 25NOK (TSE:7240) Is Due To Pay A Dividend Of ¥37.50The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend of ¥37.50 per share on the 1st of...공고 • Mar 24NOK Corporation to Report Fiscal Year 2024 Results on May 13, 2024NOK Corporation announced that they will report fiscal year 2024 results on May 13, 2024분석 기사 • Mar 23Earnings Tell The Story For NOK Corporation (TSE:7240)There wouldn't be many who think NOK Corporation's ( TSE:7240 ) price-to-earnings (or "P/E") ratio of 16.8x is worth a...Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.6%).Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥53.46 (vs JP¥19.54 in 3Q 2023)Third quarter 2024 results: EPS: JP¥53.46 (up from JP¥19.54 in 3Q 2023). Revenue: JP¥213.3b (up 14% from 3Q 2023). Net income: JP¥8.95b (up 168% from 3Q 2023). Profit margin: 4.2% (up from 1.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공고 • Dec 24NOK Corporation to Report Q3, 2024 Results on Feb 02, 2024NOK Corporation announced that they will report Q3, 2024 results on Feb 02, 2024Major Estimate Revision • Nov 24Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥119 to JP¥135. Revenue forecast steady at JP¥727.7b. Net income forecast to grow 60% next year vs 19% growth forecast for Auto Components industry in Japan. Consensus price target of JP¥2,136 unchanged from last update. Share price was steady at JP¥1,899 over the past week.Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥58.26 (vs JP¥47.23 in 2Q 2023)Second quarter 2024 results: EPS: JP¥58.26 (up from JP¥47.23 in 2Q 2023). Revenue: JP¥190.3b (flat on 2Q 2023). Net income: JP¥9.88b (up 22% from 2Q 2023). Profit margin: 5.2% (up from 4.2% in 2Q 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.공고 • Nov 09NOK Corporation (TSE:7240) announces an Equity Buyback for 7,000,000 shares, representing 4.04% for ¥10,000 million.NOK Corporation (TSE:7240) announces a share repurchase program. Under the program, the company will repurchase up to 7,000,000 shares, representing 4.04% of its share capital, for ¥10,000 million. The purpose of the program is to improve capital efficiency and corporate value. The program will expire on March 22, 2024. As of September 30, 2023, the company had 173,058,601 shares in issue (excluding treasury stock) and 79,936 shares in treasury.공고 • Sep 24NOK Corporation to Report Q2, 2024 Results on Nov 08, 2023NOK Corporation announced that they will report Q2, 2024 results on Nov 08, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥37.50 per share at 3.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is on the higher end at 94%, and the cash payout ratio is above 100%. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).Price Target Changed • Sep 13Price target increased by 7.2% to JP¥2,150Up from JP¥2,006, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of JP¥2,080. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥77.55 last year.Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥13.55 (vs JP¥11.87 in 1Q 2023)First quarter 2024 results: EPS: JP¥13.55 (up from JP¥11.87 in 1Q 2023). Revenue: JP¥164.0b (up 1.8% from 1Q 2023). Net income: JP¥2.30b (up 12% from 1Q 2023). Profit margin: 1.4% (up from 1.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jul 20Price target increased by 9.3% to JP¥1,920Up from JP¥1,757, the current price target is an average from 7 analysts. New target price is 8.0% below last closing price of JP¥2,088. Stock is up 70% over the past year. The company is forecast to post earnings per share of JP¥123 for next year compared to JP¥77.55 last year.공고 • Jun 26NOK Corporation to Report Q1, 2024 Results on Aug 02, 2023NOK Corporation announced that they will report Q1, 2024 results on Aug 02, 2023Price Target Changed • May 29Price target increased by 10% to JP¥1,757Up from JP¥1,590, the current price target is an average from 6 analysts. New target price is 6.2% below last closing price of JP¥1,873. Stock is up 60% over the past year. The company is forecast to post earnings per share of JP¥124 for next year compared to JP¥77.55 last year.Price Target Changed • May 13Price target increased by 11% to JP¥1,590Up from JP¥1,432, the current price target is an average from 6 analysts. New target price is 12% below last closing price of JP¥1,798. Stock is up 59% over the past year. The company is forecast to post earnings per share of JP¥122 for next year compared to JP¥77.55 last year.공고 • May 12NOK Corporation, Annual General Meeting, Jun 28, 2023NOK Corporation, Annual General Meeting, Jun 28, 2023.Reported Earnings • May 12Full year 2023 earnings: EPS in line with expectations, revenues disappointFull year 2023 results: EPS: JP¥77.55 (down from JP¥149 in FY 2022). Revenue: JP¥710.0b (up 4.0% from FY 2022). Net income: JP¥13.3b (down 48% from FY 2022). Profit margin: 1.9% (down from 3.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,779, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 81% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,007 per share.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 50% but the company is paying out more than the cash it is generating. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).Major Estimate Revision • Mar 03Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥113 to JP¥100 per share. Revenue forecast steady at JP¥737.9b. Net income forecast to grow 9.1% next year vs 26% growth forecast for Auto Components industry in Japan. Consensus price target broadly unchanged at JP¥1,357. Share price was steady at JP¥1,351 over the past week.Major Estimate Revision • Feb 18Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥126 to JP¥113 per share. Revenue forecast steady at JP¥742.4b. Net income forecast to grow 15% next year vs 25% growth forecast for Auto Components industry in Japan. Consensus price target of JP¥1,348 unchanged from last update. Share price rose 3.8% to JP¥1,264 over the past week.Reported Earnings • Feb 04Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥19.54 (down from JP¥33.98 in 3Q 2022). Revenue: JP¥187.4b (up 3.1% from 3Q 2022). Net income: JP¥3.34b (down 43% from 3Q 2022). Profit margin: 1.8% (down from 3.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 8.1%. Earnings per share (EPS) also missed analyst estimates by 40%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공고 • Feb 04NOK Corporation Provides Dividend Guidance for Fiscal Year Ending March 31, 2023NOK Corporation provided dividend guidance for fiscal year ending March 31, 2023. For the year end, the company expects to pay dividend of JPY 25 per share against JPY 35 per share a year ago.공고 • Feb 03NOK Corporation Provides Consolidated Earnings Guidance for the Quarter Ending March 2023NOK Corporation provided consolidated earnings guidance for the quarter ending March 2023. For the period, the company expects net sales of JPY 717,400 million, operating profit of JPY 13,700 million, profit attributable to owners of parent of JPY 10,500 million, basic earnings per share of JPY 61.01 per basic share.공고 • Dec 26NOK Corporation to Report Q3, 2023 Results on Feb 03, 2023NOK Corporation announced that they will report Q3, 2023 results on Feb 03, 2023Buying Opportunity • Dec 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.6%. The fair value is estimated to be JP¥1,528, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 8.8% per annum over the same time period.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Outside Director Makoto Fujioka was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥47.23 (vs JP¥35.59 in 2Q 2022)Second quarter 2023 results: EPS: JP¥47.23 (up from JP¥35.59 in 2Q 2022). Revenue: JP¥191.7b (up 14% from 2Q 2022). Net income: JP¥8.13b (up 32% from 2Q 2022). Profit margin: 4.2% (up from 3.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공고 • Nov 11+ 1 more updateNOK Corporation Announces Dividend for the Second Quarter of Fiscal Year Ending March 31, 2023, Payable on December 2, 2022NOK Corporation announced dividend of JPY 25.00 for second quarter of fiscal year ending March 31, 2023. Dividend payable date is December 2, 2022.이익 및 매출 성장 예측TSE:7240 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029803,86739,16729,18580,07033/31/2028774,25035,77521,72473,49143/31/2027759,07547,73326,98358,82243/31/2026738,43446,33818,32868,156N/A12/31/2025735,47226,768N/AN/AN/A9/30/2025732,59030,04832,92881,884N/A6/30/2025750,55529,034N/AN/AN/A3/31/2025766,85930,32042,78291,594N/A12/31/2024772,06139,399N/AN/AN/A9/30/2024789,92933,025N/AN/AN/A6/30/2024774,71536,320N/AN/AN/A3/31/2024750,50231,602N/AN/AN/A12/31/2023737,28820,920N/AN/AN/A9/30/2023711,42615,31618,67264,721N/A6/30/2023712,88213,564N/AN/AN/A3/31/2023709,95613,320N/AN/AN/A12/31/2022716,47020,485N/AN/AN/A9/30/2022710,90823,01993344,468N/A6/30/2022686,80321,042N/AN/AN/A3/31/2022682,50725,83515,62354,999N/A12/31/2021667,01318,964N/AN/AN/A9/30/2021665,53722,10420,63348,546N/A6/30/2021639,97513,345N/AN/AN/A3/31/2021596,369-1,36122,69745,824N/A12/31/2020580,679-8,262N/AN/AN/A9/30/2020573,651-14,05230,18764,449N/A6/30/2020601,752-6,435N/AN/AN/A3/31/2020626,815-2,21819,90571,370N/A12/31/2019629,262-10,886N/AN/AN/A9/30/2019635,817-4,861N/A73,191N/A6/30/2019644,017-4,084N/AN/AN/A3/31/2019669,4823,419N/A63,854N/A12/31/2018691,96524,227N/AN/AN/A9/30/2018713,96828,683N/A62,074N/A6/30/2018728,09134,231N/AN/AN/A3/31/2018729,34135,281N/A69,526N/A12/31/2017738,05936,954N/AN/AN/A9/30/2017735,52538,882N/A78,258N/A6/30/2017730,93533,865N/AN/AN/A3/31/2017713,13827,328N/A68,038N/A12/31/2016687,32717,014N/AN/AN/A9/30/2016697,57211,178N/A83,098N/A6/30/2016717,15918,547N/AN/AN/A3/31/2016746,14730,053N/A88,503N/A12/31/2015773,41740,608N/AN/AN/A9/30/2015763,32851,655N/A80,449N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 7240 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -8.1%).수익 vs 시장: 7240 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -8.1%).고성장 수익: 7240 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: 7240 의 수익(연간 2.7%)이 JP 시장(연간 6.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 7240 의 수익(연간 2.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 7240의 자본 수익률은 3년 후 5.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YAutomobiles 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/06 10:24종가2026/08/06 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스NOK Corporation는 16명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Takashi EnomotoBofA Global ResearchTakayuki NaitoCitigroup IncShiro SakamakiDaiwa Securities Co. Ltd.13명의 분석가 더 보기
Major Estimate Revision • Jun 26Consensus EPS estimates increase by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥744.0b to JP¥753.1b. EPS estimate increased from JP¥234 to JP¥295 per share. Net income forecast to grow 1.1% next year vs 1.0% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥3,000 to JP¥3,100. Share price fell 2.2% to JP¥2,903 over the past week.
Major Estimate Revision • Jun 15Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate increased from JP¥207 to JP¥231. Revenue forecast steady at JP¥744.0b. Net income forecast to shrink 20% next year vs 0.7% growth forecast for Auto Components industry in Japan . Consensus price target up from JP¥2,892 to JP¥3,000. Share price was steady at JP¥2,948 over the past week.
분석 기사 • Jun 27NOK Corporation (TSE:7240) Full-Year Results: Here's What Analysts Are Forecasting For This YearIt's been a good week for NOK Corporation ( TSE:7240 ) shareholders, because the company has just released its latest...
Major Estimate Revision • Nov 20Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥129 to JP¥142. Revenue forecast steady at JP¥739.1b. Net income forecast to shrink 18% next year vs 13% growth forecast for Auto Components industry in Japan . Consensus price target broadly unchanged at JP¥2,468. Share price was steady at JP¥2,273 over the past week.
Major Estimate Revision • Nov 24Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥119 to JP¥135. Revenue forecast steady at JP¥727.7b. Net income forecast to grow 60% next year vs 19% growth forecast for Auto Components industry in Japan. Consensus price target of JP¥2,136 unchanged from last update. Share price was steady at JP¥1,899 over the past week.
Price Target Changed • Sep 13Price target increased by 7.2% to JP¥2,150Up from JP¥2,006, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of JP¥2,080. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥77.55 last year.
Board Change • Jul 23Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent External Director Atsushi Kajitani was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Major Estimate Revision • Jun 26Consensus EPS estimates increase by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2027 has improved. 2027 revenue forecast increased from JP¥744.0b to JP¥753.1b. EPS estimate increased from JP¥234 to JP¥295 per share. Net income forecast to grow 1.1% next year vs 1.0% growth forecast for Auto Components industry in Japan. Consensus price target up from JP¥3,000 to JP¥3,100. Share price fell 2.2% to JP¥2,903 over the past week.
공고 • Jun 26NOK Corporation to Report Q1, 2027 Results on Aug 06, 2026NOK Corporation announced that they will report Q1, 2027 results on Aug 06, 2026
Major Estimate Revision • Jun 15Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate increased from JP¥207 to JP¥231. Revenue forecast steady at JP¥744.0b. Net income forecast to shrink 20% next year vs 0.7% growth forecast for Auto Components industry in Japan . Consensus price target up from JP¥2,892 to JP¥3,000. Share price was steady at JP¥2,948 over the past week.
분석 기사 • May 20We Think That There Are Some Issues For NOK (TSE:7240) Beyond Its Promising EarningsThe recent earnings posted by NOK Corporation ( TSE:7240 ) were solid, but the stock didn't move as much as we...
New Risk • May 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.9% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Reported Earnings • May 14Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥285 (up from JP¥185 in FY 2025). Revenue: JP¥738.4b (down 3.7% from FY 2025). Net income: JP¥46.3b (up 53% from FY 2025). Profit margin: 6.3% (up from 4.0% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 27%. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
공고 • May 13NOK Corporation, Annual General Meeting, Jun 25, 2026NOK Corporation, Annual General Meeting, Jun 25, 2026.
공고 • Mar 27NOK Corporation to Report Fiscal Year 2026 Results on May 13, 2026NOK Corporation announced that they will report fiscal year 2026 results on May 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 73% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥73.67 (vs JP¥93.56 in 3Q 2025)Third quarter 2026 results: EPS: JP¥73.67 (down from JP¥93.56 in 3Q 2025). Revenue: JP¥198.3b (up 1.5% from 3Q 2025). Net income: JP¥12.0b (down 21% from 3Q 2025). Profit margin: 6.1% (down from 7.8% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Feb 05NOK (TSE:7240) Is Due To Pay A Dividend Of ¥65.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend on the 29th of June, with investors...
공고 • Feb 05NOK Corporation (TSE:7240) announces an Equity Buyback for 5,000,000 shares, representing 3.02% for ¥15,700 million.NOK Corporation (TSE:7240) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 3.02% of its share capital, for ¥15,700 million. The shares will be repurchased at ¥3,140 per share. As of December 31, 2025, the company had 165,702,690 shares in issue (excluding treasury stock) and no shares in treasury.
분석 기사 • Jan 07NOK (TSE:7240) Will Pay A Dividend Of ¥65.00NOK Corporation ( TSE:7240 ) will pay a dividend of ¥65.00 on the 29th of June. This takes the dividend yield to 4.5...
공고 • Jan 07NOK Corporation to Report Q3, 2026 Results on Feb 05, 2026NOK Corporation announced that they will report Q3, 2026 results on Feb 05, 2026
분석 기사 • Dec 25NOK (TSE:7240) Is Looking To Continue Growing Its Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 • Dec 06NOK (TSE:7240) Is Due To Pay A Dividend Of ¥65.00NOK Corporation ( TSE:7240 ) will pay a dividend of ¥65.00 on the 29th of June. This will take the dividend yield to an...
Declared Dividend • Dec 06First half dividend of JP¥65.00 announcedShareholders will receive a dividend of JP¥65.00. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 4.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Nov 29NOK (TSE:7240) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥46.55 (vs JP¥39.99 in 2Q 2025)Second quarter 2026 results: EPS: JP¥46.55 (up from JP¥39.99 in 2Q 2025). Revenue: JP¥187.5b (down 8.7% from 2Q 2025). Net income: JP¥7.60b (up 15% from 2Q 2025). Profit margin: 4.1% (up from 3.2% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year and the company’s share price has also increased by 26% per year.
분석 기사 • Nov 11An Intrinsic Calculation For NOK Corporation (TSE:7240) Suggests It's 34% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, NOK fair value estimate is JP¥3,946 NOK is estimated to be 34...
공고 • Oct 10SMBCCP No. 3 Fund L.P managed by SMBC Capital Partners Co., Ltd. entered into share transfer agreement to acquire SYNZTEC CO.,LTD. from NOK Corporation (TSE:7240).SMBCCP No. 3 Fund L.P managed by SMBC Capital Partners Co., Ltd. entered into share transfer agreement to acquire SYNZTEC CO.,LTD. from NOK Corporation (TSE:7240) on October 8, 2025. SMBC Capital Partners is acquiring 100 shares of SYNZTEC CO.,LTD. For the period ending March 31, 2025, SYNZTEC CO.,LTD. reported total revenue of ¥22.9 billion, EBIT of ¥1.83 billion and net income of ¥1.62 billion. As of March 31, 2025, SYNZTEC CO.,LTD. reported total assets of ¥22.25 billion and total common equity of ¥17.03 billion. The expected completion of the transaction is December 1, 2025.
공고 • Sep 23NOK Corporation to Report Q2, 2026 Results on Nov 10, 2025NOK Corporation announced that they will report Q2, 2026 results on Nov 10, 2025
분석 기사 • Sep 22NOK's (TSE:7240) Dividend Will Be ¥55.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend on the 3rd of December, with...
분석 기사 • Sep 08NOK (TSE:7240) Has Announced A Dividend Of ¥55.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend on the 3rd of December, with...
분석 기사 • Aug 25NOK (TSE:7240) Is Due To Pay A Dividend Of ¥55.00NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend of ¥55.00 per share on the 3rd of December. This...
분석 기사 • Aug 11NOK's (TSE:7240) Dividend Will Be ¥55.00NOK Corporation's ( TSE:7240 ) investors are due to receive a payment of ¥55.00 per share on 3rd of December. This...
Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥35.11 (vs JP¥42.62 in 1Q 2025)First quarter 2026 results: EPS: JP¥35.11 (down from JP¥42.62 in 1Q 2025). Revenue: JP¥171.9b (down 8.7% from 1Q 2025). Net income: JP¥5.73b (down 18% from 1Q 2025). Profit margin: 3.3% (down from 3.7% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year and the company’s share price has also increased by 26% per year.
분석 기사 • Jul 27NOK's (TSE:7240) Dividend Will Be ¥55.00NOK Corporation's ( TSE:7240 ) investors are due to receive a payment of ¥55.00 per share on 3rd of December. This will...
분석 기사 • Jul 12NOK (TSE:7240) Has Announced A Dividend Of ¥55.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend on the 3rd of December, with...
Declared Dividend • Jul 09Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 5.1%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Jun 27NOK Corporation (TSE:7240) Full-Year Results: Here's What Analysts Are Forecasting For This YearIt's been a good week for NOK Corporation ( TSE:7240 ) shareholders, because the company has just released its latest...
Reported Earnings • Jun 27Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥185 (down from JP¥188 in FY 2024). Revenue: JP¥766.9b (up 2.2% from FY 2024). Net income: JP¥30.3b (down 4.1% from FY 2024). Profit margin: 4.0% (down from 4.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 4.2%. Revenue is forecast to stay flat during the next 3 years compared to a 2.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 26% per year.
공고 • Jun 21NOK Corporation to Report Q1, 2026 Results on Aug 05, 2025NOK Corporation announced that they will report Q1, 2026 results on Aug 05, 2025
Reported Earnings • May 19Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥185 (down from JP¥188 in FY 2024). Revenue: JP¥766.9b (up 2.2% from FY 2024). Net income: JP¥30.3b (down 4.1% from FY 2024). Profit margin: 4.0% (down from 4.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 4.2%. Revenue is forecast to stay flat during the next 3 years compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year and the company’s share price has also increased by 23% per year.
분석 기사 • May 18Does NOK (TSE:7240) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공고 • May 14NOK Corporation, Annual General Meeting, Jun 26, 2025NOK Corporation, Annual General Meeting, Jun 26, 2025.
분석 기사 • Apr 21Returns On Capital Are Showing Encouraging Signs At NOK (TSE:7240)There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,838, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 7x in the Auto Components industry in Japan. Total returns to shareholders of 100% over the past three years.
분석 기사 • Mar 25NOK (TSE:7240) Is Due To Pay A Dividend Of ¥50.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend of ¥50.00 per share on the 27th of...
공고 • Mar 25NOK Corporation to Report Fiscal Year 2025 Results on May 14, 2025NOK Corporation announced that they will report fiscal year 2025 results on May 14, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).
분석 기사 • Mar 04Is There An Opportunity With NOK Corporation's (TSE:7240) 43% Undervaluation?Key Insights The projected fair value for NOK is JP¥3,946 based on 2 Stage Free Cash Flow to Equity NOK's JP¥2,268...
Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: JP¥93.56 (vs JP¥53.47 in 3Q 2024)Third quarter 2025 results: EPS: JP¥93.56 (up from JP¥53.47 in 3Q 2024). Revenue: JP¥195.4b (down 8.4% from 3Q 2024). Net income: JP¥15.3b (up 71% from 3Q 2024). Profit margin: 7.8% (up from 4.2% in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 23% per year.
분석 기사 • Jan 13NOK (TSE:7240) Has Affirmed Its Dividend Of ¥50.00The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend of ¥50.00 per share on the 27th of...
공고 • Jan 03NOK Corporation to Report Q3, 2025 Results on Feb 05, 2025NOK Corporation announced that they will report Q3, 2025 results on Feb 05, 2025
분석 기사 • Dec 30NOK (TSE:7240) Has Affirmed Its Dividend Of ¥50.00NOK Corporation ( TSE:7240 ) will pay a dividend of ¥50.00 on the 27th of June. The dividend yield will be 4.0% based...
분석 기사 • Dec 04NOK (TSE:7240) Has Announced A Dividend Of ¥50.00NOK Corporation ( TSE:7240 ) will pay a dividend of ¥50.00 on the 27th of June. Based on this payment, the dividend...
Declared Dividend • Dec 04First half dividend of JP¥50.00 announcedDividend of JP¥50.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 27th June 2025 Dividend yield will be 4.4%, which is higher than the industry average of 2.7%. Sustainability & Growth The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • Nov 20Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥129 to JP¥142. Revenue forecast steady at JP¥739.1b. Net income forecast to shrink 18% next year vs 13% growth forecast for Auto Components industry in Japan . Consensus price target broadly unchanged at JP¥2,468. Share price was steady at JP¥2,273 over the past week.
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥39.99 (vs JP¥58.26 in 2Q 2024)Second quarter 2025 results: EPS: JP¥39.99 (down from JP¥58.26 in 2Q 2024). Revenue: JP¥205.5b (up 8.0% from 2Q 2024). Net income: JP¥6.59b (down 33% from 2Q 2024). Profit margin: 3.2% (down from 5.2% in 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 3.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.
분석 기사 • Nov 07We Think NOK (TSE:7240) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
공고 • Nov 07NOK Corporation (TSE:7240) announces an Equity Buyback for 2,000,000 shares, representing 1.19% for ¥4,512 million.NOK Corporation (TSE:7240) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 1.19% of its share capital, for ¥ 4,512 million. The shares will be repurchased at ¥2,256 per share. As of September 30, 2024, the company had 167,623,498 shares in issue (excluding treasury stock) and 5,515,039 shares in treasury.
공고 • Sep 26NOK Corporation to Report Q2, 2025 Results on Nov 07, 2024NOK Corporation announced that they will report Q2, 2025 results on Nov 07, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.5%).
분석 기사 • Aug 26NOK (TSE:7240) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
New Risk • Aug 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
분석 기사 • Jul 25NOK Corporation's (TSE:7240) Prospects Need A Boost To Lift SharesWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider NOK...
Declared Dividend • Jul 11Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 4.5%, which is higher than the industry average of 2.7%. Sustainability & Growth The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 9.5% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Jun 26NOK Corporation to Report Q1, 2025 Results on Aug 02, 2024NOK Corporation announced that they will report Q1, 2025 results on Aug 02, 2024
분석 기사 • May 21Investors Shouldn't Be Too Comfortable With NOK's (TSE:7240) EarningsLast week's profit announcement from NOK Corporation ( TSE:7240 ) was underwhelming for investors, despite headline...
Reported Earnings • May 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥188 (up from JP¥77.55 in FY 2023). Revenue: JP¥750.5b (up 5.7% from FY 2023). Net income: JP¥31.6b (up 137% from FY 2023). Profit margin: 4.2% (up from 1.9% in FY 2023). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Auto Components 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 only increased by 15% per year, which means it is significantly lagging earnings growth.
공고 • May 15NOK Corporation, Annual General Meeting, Jun 26, 2024NOK Corporation, Annual General Meeting, Jun 26, 2024.
분석 기사 • Apr 30Calculating The Intrinsic Value Of NOK Corporation (TSE:7240)Key Insights NOK's estimated fair value is JP¥1,985 based on 2 Stage Free Cash Flow to Equity NOK's JP¥2,288 share...
분석 기사 • Apr 12Here's Why NOK (TSE:7240) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
분석 기사 • Mar 25NOK (TSE:7240) Is Due To Pay A Dividend Of ¥37.50The board of NOK Corporation ( TSE:7240 ) has announced that it will pay a dividend of ¥37.50 per share on the 1st of...
공고 • Mar 24NOK Corporation to Report Fiscal Year 2024 Results on May 13, 2024NOK Corporation announced that they will report fiscal year 2024 results on May 13, 2024
분석 기사 • Mar 23Earnings Tell The Story For NOK Corporation (TSE:7240)There wouldn't be many who think NOK Corporation's ( TSE:7240 ) price-to-earnings (or "P/E") ratio of 16.8x is worth a...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.6%).
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥53.46 (vs JP¥19.54 in 3Q 2023)Third quarter 2024 results: EPS: JP¥53.46 (up from JP¥19.54 in 3Q 2023). Revenue: JP¥213.3b (up 14% from 3Q 2023). Net income: JP¥8.95b (up 168% from 3Q 2023). Profit margin: 4.2% (up from 1.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공고 • Dec 24NOK Corporation to Report Q3, 2024 Results on Feb 02, 2024NOK Corporation announced that they will report Q3, 2024 results on Feb 02, 2024
Major Estimate Revision • Nov 24Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥119 to JP¥135. Revenue forecast steady at JP¥727.7b. Net income forecast to grow 60% next year vs 19% growth forecast for Auto Components industry in Japan. Consensus price target of JP¥2,136 unchanged from last update. Share price was steady at JP¥1,899 over the past week.
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥58.26 (vs JP¥47.23 in 2Q 2023)Second quarter 2024 results: EPS: JP¥58.26 (up from JP¥47.23 in 2Q 2023). Revenue: JP¥190.3b (flat on 2Q 2023). Net income: JP¥9.88b (up 22% from 2Q 2023). Profit margin: 5.2% (up from 4.2% in 2Q 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
공고 • Nov 09NOK Corporation (TSE:7240) announces an Equity Buyback for 7,000,000 shares, representing 4.04% for ¥10,000 million.NOK Corporation (TSE:7240) announces a share repurchase program. Under the program, the company will repurchase up to 7,000,000 shares, representing 4.04% of its share capital, for ¥10,000 million. The purpose of the program is to improve capital efficiency and corporate value. The program will expire on March 22, 2024. As of September 30, 2023, the company had 173,058,601 shares in issue (excluding treasury stock) and 79,936 shares in treasury.
공고 • Sep 24NOK Corporation to Report Q2, 2024 Results on Nov 08, 2023NOK Corporation announced that they will report Q2, 2024 results on Nov 08, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥37.50 per share at 3.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is on the higher end at 94%, and the cash payout ratio is above 100%. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).
Price Target Changed • Sep 13Price target increased by 7.2% to JP¥2,150Up from JP¥2,006, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of JP¥2,080. Stock is up 67% over the past year. The company is forecast to post earnings per share of JP¥109 for next year compared to JP¥77.55 last year.
Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥13.55 (vs JP¥11.87 in 1Q 2023)First quarter 2024 results: EPS: JP¥13.55 (up from JP¥11.87 in 1Q 2023). Revenue: JP¥164.0b (up 1.8% from 1Q 2023). Net income: JP¥2.30b (up 12% from 1Q 2023). Profit margin: 1.4% (up from 1.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jul 20Price target increased by 9.3% to JP¥1,920Up from JP¥1,757, the current price target is an average from 7 analysts. New target price is 8.0% below last closing price of JP¥2,088. Stock is up 70% over the past year. The company is forecast to post earnings per share of JP¥123 for next year compared to JP¥77.55 last year.
공고 • Jun 26NOK Corporation to Report Q1, 2024 Results on Aug 02, 2023NOK Corporation announced that they will report Q1, 2024 results on Aug 02, 2023
Price Target Changed • May 29Price target increased by 10% to JP¥1,757Up from JP¥1,590, the current price target is an average from 6 analysts. New target price is 6.2% below last closing price of JP¥1,873. Stock is up 60% over the past year. The company is forecast to post earnings per share of JP¥124 for next year compared to JP¥77.55 last year.
Price Target Changed • May 13Price target increased by 11% to JP¥1,590Up from JP¥1,432, the current price target is an average from 6 analysts. New target price is 12% below last closing price of JP¥1,798. Stock is up 59% over the past year. The company is forecast to post earnings per share of JP¥122 for next year compared to JP¥77.55 last year.
공고 • May 12NOK Corporation, Annual General Meeting, Jun 28, 2023NOK Corporation, Annual General Meeting, Jun 28, 2023.
Reported Earnings • May 12Full year 2023 earnings: EPS in line with expectations, revenues disappointFull year 2023 results: EPS: JP¥77.55 (down from JP¥149 in FY 2022). Revenue: JP¥710.0b (up 4.0% from FY 2022). Net income: JP¥13.3b (down 48% from FY 2022). Profit margin: 1.9% (down from 3.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,779, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 10x in the Auto Components industry in Japan. Total returns to shareholders of 81% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥1,007 per share.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 50% but the company is paying out more than the cash it is generating. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).
Major Estimate Revision • Mar 03Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥113 to JP¥100 per share. Revenue forecast steady at JP¥737.9b. Net income forecast to grow 9.1% next year vs 26% growth forecast for Auto Components industry in Japan. Consensus price target broadly unchanged at JP¥1,357. Share price was steady at JP¥1,351 over the past week.
Major Estimate Revision • Feb 18Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥126 to JP¥113 per share. Revenue forecast steady at JP¥742.4b. Net income forecast to grow 15% next year vs 25% growth forecast for Auto Components industry in Japan. Consensus price target of JP¥1,348 unchanged from last update. Share price rose 3.8% to JP¥1,264 over the past week.
Reported Earnings • Feb 04Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥19.54 (down from JP¥33.98 in 3Q 2022). Revenue: JP¥187.4b (up 3.1% from 3Q 2022). Net income: JP¥3.34b (down 43% from 3Q 2022). Profit margin: 1.8% (down from 3.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 8.1%. Earnings per share (EPS) also missed analyst estimates by 40%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공고 • Feb 04NOK Corporation Provides Dividend Guidance for Fiscal Year Ending March 31, 2023NOK Corporation provided dividend guidance for fiscal year ending March 31, 2023. For the year end, the company expects to pay dividend of JPY 25 per share against JPY 35 per share a year ago.
공고 • Feb 03NOK Corporation Provides Consolidated Earnings Guidance for the Quarter Ending March 2023NOK Corporation provided consolidated earnings guidance for the quarter ending March 2023. For the period, the company expects net sales of JPY 717,400 million, operating profit of JPY 13,700 million, profit attributable to owners of parent of JPY 10,500 million, basic earnings per share of JPY 61.01 per basic share.
공고 • Dec 26NOK Corporation to Report Q3, 2023 Results on Feb 03, 2023NOK Corporation announced that they will report Q3, 2023 results on Feb 03, 2023
Buying Opportunity • Dec 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.6%. The fair value is estimated to be JP¥1,528, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 8.8% per annum over the same time period.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Outside Director Makoto Fujioka was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥47.23 (vs JP¥35.59 in 2Q 2022)Second quarter 2023 results: EPS: JP¥47.23 (up from JP¥35.59 in 2Q 2022). Revenue: JP¥191.7b (up 14% from 2Q 2022). Net income: JP¥8.13b (up 32% from 2Q 2022). Profit margin: 4.2% (up from 3.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공고 • Nov 11+ 1 more updateNOK Corporation Announces Dividend for the Second Quarter of Fiscal Year Ending March 31, 2023, Payable on December 2, 2022NOK Corporation announced dividend of JPY 25.00 for second quarter of fiscal year ending March 31, 2023. Dividend payable date is December 2, 2022.