AGC (5201) 주식 개요
는 전 세계적으로 유리, 전자, 화학, 자동차, 세라믹을 제조 및 판매하는 회사입니다. 자세히 보기
5201 Community Fair Values
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Analyst Price Targets
AGC Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | JP¥6,495.00 |
| 52주 최고가 | JP¥6,959.00 |
| 52주 최저가 | JP¥4,178.00 |
| 베타 | 0.39 |
| 1개월 변동 | 14.67% |
| 3개월 변동 | 3.19% |
| 1년 변동 | 54.72% |
| 3년 변동 | 28.11% |
| 5년 변동 | 34.47% |
| IPO 이후 변동 | 8.25% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Apr 24
5201: Governance Shift And 2026 Outlook Will Support Measured Fair Share Pricing
Analysts have nudged their price target for AGC to ¥5,883.75, a modest adjustment that reflects slightly updated assumptions around discount rate, revenue growth, profit margin and future P/E while keeping their overall valuation view intact. What's in the News AGC issued consolidated earnings guidance for the first half of 2026, with expected net sales of ¥1,070,000 million and operating profit of ¥60,000 million for the period ending June 30, 2026 (company guidance).내러티브 업데이트 • Apr 10
5201: Governance Shift And 2026 Earnings Guidance Will Support Fair Share Pricing
The analyst price target for AGC has been revised to ¥5,883.75. The modest adjustment reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E that analysts see as better aligning the valuation with current risk and return expectations.Recent updates
내러티브 업데이트 • Apr 24
5201: Governance Shift And 2026 Outlook Will Support Measured Fair Share Pricing
Analysts have nudged their price target for AGC to ¥5,883.75, a modest adjustment that reflects slightly updated assumptions around discount rate, revenue growth, profit margin and future P/E while keeping their overall valuation view intact. What's in the News AGC issued consolidated earnings guidance for the first half of 2026, with expected net sales of ¥1,070,000 million and operating profit of ¥60,000 million for the period ending June 30, 2026 (company guidance).내러티브 업데이트 • Apr 10
5201: Governance Shift And 2026 Earnings Guidance Will Support Fair Share Pricing
The analyst price target for AGC has been revised to ¥5,883.75. The modest adjustment reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E that analysts see as better aligning the valuation with current risk and return expectations.내러티브 업데이트 • Mar 27
5201: Governance Changes And 2026 Earnings Guidance Will Keep Shares Fairly Priced
Analysts have adjusted AGC's fair value estimate from ¥5,946.25 to ¥5,883.75. This change reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.내러티브 업데이트 • Mar 12
5201: Governance Shift And Earnings Outlook Will Keep Shares Fairly Priced
Analysts have raised their price target on AGC from ¥5,608.75 to ¥5,946.25, citing updated assumptions related to revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News The Board of Directors meeting on February 6, 2026 resolved to propose partial amendments to the Articles of Incorporation at the March 27, 2026 Annual General Meeting of Shareholders, with the aim of transitioning AGC to a Company with Audit and Supervisory Committee (Key Developments).내러티브 업데이트 • Feb 24
5201: Governance Overhaul And CFO Exit Will Keep Shares Looking Expensive
The analyst price target for AGC has shifted from ¥5,540 to ¥5,608.75, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that analysts now factor into their models. What's in the News On February 6, 2026, the Board of Directors resolved to propose amendments to the Articles of Incorporation to transition AGC to a Company with Audit and Supervisory Committee, subject to approval at the 101st Annual General Meeting of Shareholders on March 27, 2026 (company announcement).
새로운 내러티브 • Feb 20
Semiconductor And Mobility Trends Will Support Long-Term Demand For Advanced Materials
Catalysts About AGC AGC is a global materials company with businesses in glass, chemicals, electronics and life sciences. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Feb 09
5201: Governance Shift And Biologics Deals Will Leave Shares Looking Expensive
Analysts have lifted their price target on AGC from $5,327.50 to $5,540.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E as key inputs to the revised valuation. What's in the News AGC issued consolidated earnings guidance for the first half of 2026, with expected net sales of JPY 1,070,000 million and operating profit of JPY 60,000 million for the period ending June 30, 2026 (company guidance).내러티브 업데이트 • Jan 26
5201: Governance Changes And Biologics Partnerships Will Support Steady Long Term Outlook
Analysts have modestly adjusted their price target on AGC to $5,327.50. This reflects small tweaks to assumptions on the discount rate, long term revenue growth, profit margin, and future P/E expectations.내러티브 업데이트 • Jan 11
5201: Governance Shift And Biologics Partnerships Will Gradually Support Balanced Outlook
Analysts now place AGC's fair value at US$5,327.50, up modestly from US$5,302.50. This reflects slightly higher assumptions for revenue growth, profit margin and future P/E.내러티브 업데이트 • Dec 27
5201: Governance Overhaul And Biologics Pipeline Will Steadily Shape Future Performance
Narrative Update on Analyst Price Target Analysts have modestly lifted their price target for AGC to $5,302.50, reflecting slight improvements in the company’s discount rate assumptions and long term profitability outlook. What's in the News AGC Inc.내러티브 업데이트 • Dec 13
5201: Governance Shifts And Biologics Alliances Will Shape Future Performance
Analysts have modestly raised their price target on AGC to align with a fair value of $5,302.50. This reflects slightly higher assumptions for the discount rate and future earnings multiple, while keeping long term growth and margin expectations largely unchanged.내러티브 업데이트 • Nov 28
5201: Earnings Outlook And Executive Changes Will Shape 2025 Performance
The analyst price target for AGC has increased by $337.50 to $5,302.50, as analysts revise their valuation based on updated financial metrics and outlook. What's in the News AGC Biologics announced a partnership with Repair Biotechnologies to develop a novel mRNA therapy aimed at reducing atherosclerotic plaques, addressing a leading cause of human mortality (Key Developments).내러티브 업데이트 • Nov 14
5201: Revenue Stability And Leadership Shifts Will Define 2025 Outlook
Analysts have raised their price target for AGC from $4,883.75 to $4,965.00, citing modest improvements in expected revenue growth and profit margins. What's in the News AGC Inc.분석 기사 • Nov 07
Earnings Update: AGC Inc. (TSE:5201) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts
Investors in AGC Inc. ( TSE:5201 ) had a good week, as its shares rose 6.4% to close at JP¥5,129 following the release...내러티브 업데이트 • Oct 31
5201: Panel Manufacturing Advances And Steady Metrics Will Shape Market Direction
Narrative Update on AGC: Analyst Price Target Change Analysts have maintained AGC's fair value estimate at $4,883.75, citing only minimal adjustments to key model inputs and reaffirming their previous outlook for the company. What's in the News AGC joined the 'JOINT3' consortium of 27 global companies, led by Resonac Corporation, to co-develop panel-level organic interposer technology and establish a prototype production line scheduled to begin operations in 2026 (Key Developments).분석 기사 • Oct 22
Is AGC (TSE:5201) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...내러티브 업데이트 • Oct 17
Architectural Glass And Chemical Capacity Will Redefine Markets
Analyst Price Target for AGC Adjusted Slightly Amid Unchanged Fair Value Outlook Analysts have made a marginal downward revision to AGC's price target, now set at $4,883.75. This adjustment comes in response to minimal changes in the company’s underlying growth assumptions and profitability metrics.내러티브 업데이트 • Oct 03
Architectural Glass And Chemical Capacity Will Redefine Markets
Analysts have raised AGC's price target from $4,758.75 to $4,883.75, citing minor adjustments to their growth and profitability assumptions that have led to a slightly higher valuation. What's in the News Resonac Corporation established the ‘JOINT3’ consortium with 26 other global leaders, including AGC, to develop advanced panel-level organic interposer technology for next-generation semiconductor packaging.분석 기사 • Sep 02
AGC's (TSE:5201) Returns On Capital Are Heading Higher
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...내러티브 업데이트 • Aug 28
Architectural Glass And Chemical Capacity Will Redefine Markets
With no change in AGC’s consensus analyst price target, discount rate, or future P/E, analysts have maintained their fair value estimate at ¥4759. What's in the News AGC revised down full-year guidance citing production issues in biopharmaceuticals CDMO, lower PVC prices, semiconductor-related product weakness, and impairment losses from structural reforms in Colorado, reducing net sales, operating profit, and profit forecasts.분석 기사 • Aug 11
AGC's (TSE:5201) Earnings Offer More Than Meets The Eye
AGC Inc.'s ( TSE:5201 ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...새로운 내러티브 • Aug 03
Architectural Glass And Chemical Capacity Will Redefine Markets
Advancements in product offerings, manufacturing expansion, and strategic exits are set to improve AGC's margins, profitability, and growth capacity across core business segments.분석 기사 • Jul 18
Is AGC (TSE:5201) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jun 25
AGC (TSE:5201) Has Affirmed Its Dividend Of ¥105.00
AGC Inc.'s ( TSE:5201 ) investors are due to receive a payment of ¥105.00 per share on 8th of September. This makes the...분석 기사 • Jun 10
AGC (TSE:5201) Will Pay A Dividend Of ¥105.00
The board of AGC Inc. ( TSE:5201 ) has announced that it will pay a dividend of ¥105.00 per share on the 8th of...주주 수익률
| 5201 | JP Building | JP 시장 | |
|---|---|---|---|
| 7D | 8.3% | -2.9% | 1.2% |
| 1Y | 54.7% | 45.4% | 42.1% |
수익률 대 산업: 5201은 지난 1년 동안 45.4%의 수익을 기록한 JP Building 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: 5201은 지난 1년 동안 42.1%를 기록한 JP 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| 5201 volatility | |
|---|---|
| 5201 Average Weekly Movement | 6.3% |
| Building Industry Average Movement | 4.6% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in JP Market | 9.6% |
| 10% least volatile stocks in JP Market | 2.5% |
안정적인 주가: 5201는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: 5201의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1907 | 52,896 | Yoshinori Hirai | www.agc.com |
는 전 세계적으로 유리, 전자, 화학, 자동차, 세라믹을 제조 및 판매합니다. 이 회사는 단열, 접합, 유선, 강화, 태양열 제어, 방음, 장식, 플로트 및 패턴, 산업용 유리를 포함한 건축용 유리, 구조용 글레이징 시스템, 접합, 강화 및 프라이버시 유리와 같은 자동차 유리, 통합 유리 안테나 및 모듈 조립 창 등의 유리 제품을 제공합니다. 박막 트랜지스터 액정 디스플레이 및 OLED용 유리 기판, 합성 용융 실리카 유리, 합성 석영 결정, 실리콘 카바이드, CMP 슬러리, 관통 유리 비아, 고굴절률 유리, 디퓨저, 유리 세라믹 기판, 광학 평면 장치, IR 컷 필터, 비구면 유리 및 성형 렌즈, 마이크로 렌즈 배열 제품, 폴리카보네이트 및 광학 시트, 얇은 시트, 필름, 유리 프릿 및 페이스트, 반도체 포장 및 기타 전자 재료용 유리 기판 등을 제공합니다.
AGC Inc. 기초 지표 요약
| 5201 기초 통계 | |
|---|---|
| 시가총액 | JP¥1.38t |
| 순이익 (TTM) | JP¥85.36b |
| 매출 (TTM) | JP¥2.10t |
16.2x
주가수익비율(P/E)0.7x
주가매출비율(P/S)5201는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| 5201 손익계산서 (TTM) | |
|---|---|
| 매출 | JP¥2.10t |
| 매출원가 | JP¥1.58t |
| 총이익 | JP¥514.30b |
| 기타 비용 | JP¥428.94b |
| 순이익 | JP¥85.36b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 401.90 |
| 총이익률 | 24.52% |
| 순이익률 | 4.07% |
| 부채/자본 비율 | 40.9% |
5201의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| AGC 배당 일정 | |
|---|---|
| 배당락일 | Jun 29 2026 |
| 배당 지급일 | Sep 08 2026 |
| 배당락일까지 남은 일수 | 37 days |
| 배당 지급일까지 남은 일수 | 108 days |
5201는 안정적으로 배당을 지급합니까?
5201 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 10:58 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
AGC Inc.는 22명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Timothy Luke | Barclays |
| Eric Lee | Barclays |
| Alberto Moel | Bernstein |