View ValuationSWCC 향후 성장Future 기준 점검 2/6SWCC (는) 각각 연간 10.2% 및 5.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 19.9% 로 예상됩니다.핵심 정보10.2%이익 성장률10.18%EPS 성장률Electrical 이익 성장14.4%매출 성장률5.8%향후 자기자본이익률19.90%애널리스트 커버리지Low마지막 업데이트07 Jul 2026최근 향후 성장 업데이트분석 기사 • May 18SWCC Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearSWCC Corporation ( TSE:5805 ) defied analyst predictions to release its annual results, which were ahead of market...Price Target Changed • Feb 21Price target increased by 12% to JP¥12,986Up from JP¥11,550, the current price target is an average from 5 analysts. New target price is 9.3% below last closing price of JP¥14,310. Stock is up 131% over the past year. The company is forecast to post earnings per share of JP¥567 for next year compared to JP¥386 last year.Price Target Changed • Nov 29Price target increased by 7.9% to JP¥10,275Up from JP¥9,525, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥10,660. Stock is up 42% over the past year. The company is forecast to post earnings per share of JP¥547 for next year compared to JP¥386 last year.분석 기사 • Nov 15Earnings Beat: SWCC Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsA week ago, SWCC Corporation ( TSE:5805 ) came out with a strong set of half-year numbers that could potentially lead...분석 기사 • May 16Analyst Estimates: Here's What Brokers Think Of SWCC Corporation (TSE:5805) After Its Yearly ReportThe full-year results for SWCC Corporation ( TSE:5805 ) were released last week, making it a good time to revisit its...Major Estimate Revision • Feb 28Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥438 to JP¥386 per share. Revenue forecast steady at JP¥237.0b. Net income forecast to grow 46% next year vs 2.3% growth forecast for Electrical industry in Japan. Consensus price target of JP¥8,975 unchanged from last update. Share price fell 2.4% to JP¥6,040 over the past week.모든 업데이트 보기Recent updatesBuy Or Sell Opportunity • Jul 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to JP¥10,520. The fair value is estimated to be JP¥13,532, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.실시간 뉴스 • Jun 23SWCC Delivers Record Profits on Strong Power Infrastructure and Telecom Cable GrowthSWCC reported record-high profits for the fiscal year ending March 2026, supported by strong performance in its core power infrastructure and telecommunications cable businesses. The profit result is a materially positive signal for SWCC’s operations, suggesting its main business lines are contributing meaningfully to earnings rather than one-off items. SWCC’s share price is ¥14,290, with the stock up 30.4% year to date, indicating the market has already priced in a sizeable improvement over recent months. This profit milestone points to an operating base that may now be larger and more resilient. However, it also raises the bar for future results. The key risk for investors is that expectations embedded in the share price outpace what SWCC’s power and telecom cable businesses can consistently deliver.Buy Or Sell Opportunity • Jun 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.2% to JP¥14,440. The fair value is estimated to be JP¥11,994, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.공고 • Jun 09SWCC Corporation to Report Q1, 2027 Results on Aug 07, 2026SWCC Corporation announced that they will report Q1, 2027 results on Aug 07, 2026Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥13,230, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Electrical industry in Japan. Total returns to shareholders of 658% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,212 per share.Buy Or Sell Opportunity • May 25Now 20% overvaluedOver the last 90 days, the stock has fallen 6.2% to JP¥14,430. The fair value is estimated to be JP¥12,013, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 9.3% per annum over the same time period.분석 기사 • May 21Additional Considerations Required While Assessing SWCC's (TSE:5805) Strong EarningsLast week's profit announcement from SWCC Corporation ( TSE:5805 ) was underwhelming for investors, despite headline...분석 기사 • May 18SWCC Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearSWCC Corporation ( TSE:5805 ) defied analyst predictions to release its annual results, which were ahead of market...Reported Earnings • May 17Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥636 (up from JP¥386 in FY 2025). Revenue: JP¥277.7b (up 17% from FY 2025). Net income: JP¥18.8b (up 65% from FY 2025). Profit margin: 6.8% (up from 4.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 101% per year, which means it is tracking significantly ahead of earnings growth.공고 • May 14SWCC Corporation, Annual General Meeting, Jun 25, 2026SWCC Corporation, Annual General Meeting, Jun 25, 2026.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥18,360, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 20x in the Electrical industry in Japan. Total returns to shareholders of 948% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,051 per share.Buy Or Sell Opportunity • Apr 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to JP¥15,690. The fair value is estimated to be JP¥12,984, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.공고 • Apr 08SWCC Corporation to Report Fiscal Year 2026 Results on May 14, 2026SWCC Corporation announced that they will report fiscal year 2026 results at 2:00 PM, Tokyo Standard Time on May 14, 2026New Risk • Apr 01New 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 9.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Upcoming Dividend • Mar 23Upcoming dividend of JP¥110 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥17,210, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 19x in the Electrical industry in Japan. Total returns to shareholders of 879% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥11,275 per share.Price Target Changed • Feb 21Price target increased by 12% to JP¥12,986Up from JP¥11,550, the current price target is an average from 5 analysts. New target price is 9.3% below last closing price of JP¥14,310. Stock is up 131% over the past year. The company is forecast to post earnings per share of JP¥567 for next year compared to JP¥386 last year.분석 기사 • Feb 11SWCC Corporation's (TSE:5805) P/E Is Still On The Mark Following 26% Share Price BounceThe SWCC Corporation ( TSE:5805 ) share price has done very well over the last month, posting an excellent gain of 26...Reported Earnings • Feb 10Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥184 (up from JP¥141 in 3Q 2025). Revenue: JP¥73.2b (up 20% from 3Q 2025). Net income: JP¥5.45b (up 31% from 3Q 2025). Profit margin: 7.4% (up from 6.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 94% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Feb 09Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 67% to JP¥13,310. The fair value is estimated to be JP¥10,865, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥13,310, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Electrical industry in Japan. Total returns to shareholders of 693% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥10,865 per share.분석 기사 • Dec 28SWCC's (TSE:5805) Shareholders Will Receive A Bigger Dividend Than Last YearSWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...공고 • Dec 28SWCC Corporation to Report Q3, 2026 Results on Feb 09, 2026SWCC Corporation announced that they will report Q3, 2026 results at 2:00 PM, Tokyo Standard Time on Feb 09, 2026분석 기사 • Dec 22Does SWCC (TSE:5805) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Dec 07SWCC (TSE:5805) Is Increasing Its Dividend To ¥110.00SWCC Corporation's ( TSE:5805 ) dividend will be increasing from last year's payment of the same period to ¥110.00 on...Declared Dividend • Dec 06First half dividend of JP¥110 announcedShareholders will receive a dividend of JP¥110. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 34% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Nov 29Price target increased by 7.9% to JP¥10,275Up from JP¥9,525, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥10,660. Stock is up 42% over the past year. The company is forecast to post earnings per share of JP¥547 for next year compared to JP¥386 last year.공고 • Nov 28SWCC Corporation (TSE:5805) agreed to acquire remaining 20% stake in Showa Furukawa Cable Co., Ltd. from Furukawa Electric Co., Ltd. (TSE:5801).SWCC Corporation (TSE:5805) agreed to acquire remaining 20% stake in Showa Furukawa Cable Co., Ltd. from Furukawa Electric Co., Ltd. (TSE:5801) on November 27, 2025. Upon completion, SWCC Corporation will own 100% stake in Showa Furukawa Cable Co., Ltd. As of March 31, 2025, Showa Furukawa Cable Co., Ltd. reported total assets of ¥25.44 billion and total common equity of ¥7.02 billion. The expected completion of the transaction is March 31, 2026.분석 기사 • Nov 19SWCC's (TSE:5805) Earnings Are Weaker Than They SeemSWCC Corporation ( TSE:5805 ) just reported some strong earnings, and the market reacted accordingly with a healthy...분석 기사 • Nov 15Earnings Beat: SWCC Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsA week ago, SWCC Corporation ( TSE:5805 ) came out with a strong set of half-year numbers that could potentially lead...Reported Earnings • Nov 15Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥145 (up from JP¥21.99 in 2Q 2025). Revenue: JP¥66.7b (up 10% from 2Q 2025). Net income: JP¥4.28b (up JP¥3.63b from 2Q 2025). Profit margin: 6.4% (up from 1.1% in 2Q 2025). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Nov 14SWCC Corporation's (TSE:5805) P/E Is Still On The Mark Following 48% Share Price BounceSWCC Corporation ( TSE:5805 ) shareholders would be excited to see that the share price has had a great month, posting...New Risk • Nov 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risks High level of debt (46% net debt to equity). Dividend is not well covered by cash flows (96% cash payout ratio). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥9,450, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Electrical industry in Japan. Total returns to shareholders of 540% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥9,129 per share.분석 기사 • Oct 30Estimating The Intrinsic Value Of SWCC Corporation (TSE:5805)Key Insights The projected fair value for SWCC is JP¥9,003 based on 2 Stage Free Cash Flow to Equity With JP¥7,550...Buy Or Sell Opportunity • Oct 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥7,070. The fair value is estimated to be JP¥9,073, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 5.4%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Buy Or Sell Opportunity • Oct 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.0% to JP¥7,540. The fair value is estimated to be JP¥9,543, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 5.4%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Upcoming Dividend • Sep 22Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 35% and the cash payout ratio is 96%. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).분석 기사 • Sep 03SWCC (TSE:5805) Has Announced A Dividend Of ¥80.00The board of SWCC Corporation ( TSE:5805 ) has announced that it will pay a dividend of ¥80.00 per share on the 3rd of...공고 • Sep 02SWCC Corporation to Report Q2, 2026 Results on Nov 12, 2025SWCC Corporation announced that they will report Q2, 2026 results on Nov 12, 2025분석 기사 • Aug 26These 4 Measures Indicate That SWCC (TSE:5805) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Board Change • Aug 09Less than half of directors are independentThere are 6 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: 3 independent directors. 5 non-independent directors. Independent Outside Director Takashi Mukuno was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.분석 기사 • Jul 23SWCC (TSE:5805) Has Announced A Dividend Of ¥80.00The board of SWCC Corporation ( TSE:5805 ) has announced that it will pay a dividend of ¥80.00 per share on the 3rd of...분석 기사 • Jul 09SWCC (TSE:5805) Has Announced A Dividend Of ¥80.00The board of SWCC Corporation ( TSE:5805 ) has announced that it will pay a dividend on the 3rd of December, with...Declared Dividend • Jul 09Final dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 34% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 29Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥386 (up from JP¥297 in FY 2024). Revenue: JP¥237.9b (up 11% from FY 2024). Net income: JP¥11.4b (up 29% from FY 2024). Profit margin: 4.8% (up from 4.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electrical 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 68% per year, which means it is tracking significantly ahead of earnings growth.공고 • Jun 13SWCC Corporation to Report Q1, 2026 Results on Aug 08, 2025SWCC Corporation announced that they will report Q1, 2026 results on Aug 08, 2025분석 기사 • May 20SWCC (TSE:5805) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfSWCC Corporation's ( TSE:5805 ) robust earnings report didn't manage to move the market for its stock. Our analysis...분석 기사 • May 16Analyst Estimates: Here's What Brokers Think Of SWCC Corporation (TSE:5805) After Its Yearly ReportThe full-year results for SWCC Corporation ( TSE:5805 ) were released last week, making it a good time to revisit its...Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥386 (up from JP¥297 in FY 2024). Revenue: JP¥237.9b (up 11% from FY 2024). Net income: JP¥11.4b (up 29% from FY 2024). Profit margin: 4.8% (up from 4.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electrical 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 60% per year, which means it is tracking significantly ahead of earnings growth.공고 • May 13+ 2 more updatesSWCC Corporation, Annual General Meeting, Jun 25, 2025SWCC Corporation, Annual General Meeting, Jun 25, 2025.분석 기사 • May 07Earnings Tell The Story For SWCC Corporation (TSE:5805) As Its Stock Soars 26%SWCC Corporation ( TSE:5805 ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...Buy Or Sell Opportunity • May 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥6,460. The fair value is estimated to be JP¥8,204, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 4.8%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.분석 기사 • Apr 11SWCC (TSE:5805) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Apr 07New 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 Risks Dividend is not well covered by cash flows (96% cash payout ratio). Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥5,100, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Electrical industry in Japan. Total returns to shareholders of 224% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥8,230 per share.Buy Or Sell Opportunity • Mar 31Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥6,190. The fair value is estimated to be JP¥8,070, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 4.8%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.공고 • Mar 29SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. Completed the acquisition of TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG).SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. agreed to acquire TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) on February 21, 2025. A cash consideration of ¥14.4 billion will be paid by SWCC Corporation. As part of consideration, ¥14.4 billion is paid towards common equity of TOTOKU ELECTRIC CO., LTD. The expected completion of the transaction is March 31, 2025. SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. Completed the acquisition of TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) on March 27, 2025. Nishimura & Asahi acted as Legal advisor to The Carlyle Group Inc. (NasdaqGS:CG).분석 기사 • Mar 26SWCC's (TSE:5805) Dividend Will Be Increased To ¥70.00SWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...공고 • Mar 26SWCC Corporation to Report Fiscal Year 2025 Results on May 13, 2025SWCC Corporation announced that they will report fiscal year 2025 results on May 13, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 30% and the cash payout ratio is 96%. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.9%).분석 기사 • Mar 08Why We're Not Concerned Yet About SWCC Corporation's (TSE:5805) 26% Share Price PlungeThe SWCC Corporation ( TSE:5805 ) share price has fared very poorly over the last month, falling by a substantial 26...Major Estimate Revision • Feb 28Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥438 to JP¥386 per share. Revenue forecast steady at JP¥237.0b. Net income forecast to grow 46% next year vs 2.3% growth forecast for Electrical industry in Japan. Consensus price target of JP¥8,975 unchanged from last update. Share price fell 2.4% to JP¥6,040 over the past week.공고 • Feb 22SWCC Corporation (TSE:5805) agreed to acquire 51% stake in TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) for ¥14.4 billion.SWCC Corporation (TSE:5805) agreed to acquire 51% stake in TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) for ¥14.4 billion on February 21, 2025. A cash consideration of ¥14.4 billion will be paid by SWCC Corporation. As part of consideration, ¥14.4 billion is paid towards common equity of TOTOKU ELECTRIC CO., LTD. In related transaction Development Bank of Japan entered into signed a shareholders agreement to acquire 49% stake in TOTOKU ELECTRIC CO., LTD. The expected completion of the transaction is March 31, 2025.분석 기사 • Feb 22SWCC (TSE:5805) Is Increasing Its Dividend To ¥70.00SWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...New Risk • Feb 19New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 96% Dividend yield: 1.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (96% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results.분석 기사 • Feb 11Results: SWCC Corporation Beat Earnings Expectations And Analysts Now Have New ForecastsSWCC Corporation ( TSE:5805 ) just released its quarterly report and things are looking bullish. It was overall a...Reported Earnings • Feb 08Third quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2025 results: EPS: JP¥141 (up from JP¥102 in 3Q 2024). Revenue: JP¥60.9b (up 1.3% from 3Q 2024). Net income: JP¥4.17b (up 37% from 3Q 2024). Profit margin: 6.9% (up from 5.1% in 3Q 2024). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jan 31What Does SWCC Corporation's (TSE:5805) Share Price Indicate?While SWCC Corporation ( TSE:5805 ) might not have the largest market cap around , it saw a significant share price...Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥8,100, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Electrical industry in Japan. Total returns to shareholders of 401% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,073 per share.분석 기사 • Jan 03SWCC's (TSE:5805) Shareholders Will Receive A Bigger Dividend Than Last YearSWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...공고 • Jan 03SWCC Corporation to Report Q3, 2025 Results on Feb 07, 2025SWCC Corporation announced that they will report Q3, 2025 results on Feb 07, 2025분석 기사 • Jan 01A Look At The Fair Value Of SWCC Corporation (TSE:5805)Key Insights SWCC's estimated fair value is JP¥7,195 based on 2 Stage Free Cash Flow to Equity Current share price of...분석 기사 • Dec 18SWCC (TSE:5805) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...분석 기사 • Dec 04SWCC (TSE:5805) Is Increasing Its Dividend To ¥70.00SWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...Declared Dividend • Dec 04First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (88% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Major Estimate Revision • Nov 29Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥235.9b to JP¥239.3b. EPS estimate increased from JP¥375 to JP¥434 per share. Net income forecast to grow 53% next year vs 2.0% growth forecast for Electrical industry in Japan. Consensus price target up from JP¥6,525 to JP¥8,300. Share price fell 3.2% to JP¥7,530 over the past week.Price Target Changed • Nov 29Price target increased by 16% to JP¥7,550Up from JP¥6,525, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥7,560. Stock is up 184% over the past year. The company is forecast to post earnings per share of JP¥409 for next year compared to JP¥297 last year.분석 기사 • Nov 15Here's What Analysts Are Forecasting For SWCC Corporation (TSE:5805) After Its Half-Yearly ResultsShareholders will be ecstatic, with their stake up 28% over the past week following SWCC Corporation 's ( TSE:5805...Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥21.99 (vs JP¥70.56 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.99 (down from JP¥70.56 in 2Q 2024). Revenue: JP¥60.4b (up 21% from 2Q 2024). Net income: JP¥650.0m (down 69% from 2Q 2024). Profit margin: 1.1% (down from 4.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Nov 13SWCC Corporation's (TSE:5805) 29% Share Price Surge Not Quite Adding UpDespite an already strong run, SWCC Corporation ( TSE:5805 ) shares have been powering on, with a gain of 29% in the...Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥6,900, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Electrical industry in Japan. Total returns to shareholders of 292% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,369 per share.분석 기사 • Nov 01SWCC (TSE:5805) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...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. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.0%).공고 • Sep 19SWCC Corporation to Report Q2, 2025 Results on Nov 12, 2024SWCC Corporation announced that they will report Q2, 2025 results on Nov 12, 2024분석 기사 • Sep 15SWCC (TSE:5805) Is Experiencing Growth In Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Buy Or Sell Opportunity • Sep 06Now 22% undervaluedOver the last 90 days, the stock has risen 7.8% to JP¥4,850. The fair value is estimated to be JP¥6,210, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period.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¥5,460, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Electrical industry in Japan. Total returns to shareholders of 149% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,174 per share.분석 기사 • Sep 01SWCC Corporation's (TSE:5805) P/E Is Still On The Mark Following 28% Share Price BounceSWCC Corporation ( TSE:5805 ) shareholders would be excited to see that the share price has had a great month, posting...분석 기사 • Aug 28Are Investors Undervaluing SWCC Corporation (TSE:5805) By 21%?Key Insights SWCC's estimated fair value is JP¥6,077 based on 2 Stage Free Cash Flow to Equity SWCC is estimated to be...Buy Or Sell Opportunity • Aug 19Now 21% undervaluedOver the last 90 days, the stock has risen 8.2% to JP¥4,955. The fair value is estimated to be JP¥6,263, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.Major Estimate Revision • Aug 16Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥335 to JP¥369. Revenue forecast steady at JP¥233.3b. Net income forecast to grow 4.8% next year vs 1.3% growth forecast for Electrical industry in Japan. Consensus price target up from JP¥5,033 to JP¥5,933. Share price rose 23% to JP¥5,030 over the past week.Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥99.17 (vs JP¥39.48 in 1Q 2024)First quarter 2025 results: EPS: JP¥99.17 (up from JP¥39.48 in 1Q 2024). Revenue: JP¥56.9b (up 18% from 1Q 2024). Net income: JP¥2.93b (up 148% from 1Q 2024). Profit margin: 5.1% (up from 2.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Electrical 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 32% 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 22%After last week's 22% share price decline to JP¥3,500, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Electrical industry in Japan. Total returns to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,790 per share.이익 및 매출 성장 예측TSE:5805 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029360,58027,21922,03633,60553/31/2028343,57924,11517,51528,07353/31/2027329,13020,4339,48620,68653/31/2026277,73618,8409,19916,230N/A12/31/2025261,71416,408N/AN/AN/A9/30/2025249,34415,12610,08218,835N/A6/30/2025243,07611,497N/AN/AN/A3/31/2025237,86211,4005,52213,112N/A12/31/2024233,63310,260N/AN/AN/A9/30/2024232,8539,1263,7068,383N/A6/30/2024222,43210,587N/AN/AN/A3/31/2024213,9048,83813,68917,740N/A12/31/2023209,5689,322N/AN/AN/A9/30/2023205,2558,98710,63415,341N/A6/30/2023207,5008,950N/AN/AN/A3/31/2023209,1119,410-7674,163N/A12/31/2022209,99510,542N/AN/AN/A9/30/2022206,7389,896-6,148-830N/A6/30/2022204,0369,274N/AN/AN/A3/31/2022199,1949,353-4,439428N/A12/31/2021193,7636,733N/AN/AN/A9/30/2021184,2386,3141,3366,038N/A6/30/2021173,0636,286N/AN/AN/A3/31/2021161,6974,9665,3668,882N/A12/31/2020156,9794,361N/AN/AN/A9/30/2020157,3664,4324,5447,785N/A6/30/2020161,9384,736N/AN/AN/A3/31/2020171,1425,4655,0398,696N/A12/31/2019174,7256,379N/AN/AN/A9/30/2019177,7826,120N/A10,125N/A6/30/2019177,8334,885N/AN/AN/A3/31/2019177,1744,569N/A6,901N/A12/31/2018174,5673,783N/AN/AN/A9/30/2018173,6704,012N/A6,385N/A6/30/2018171,6434,631N/AN/AN/A3/31/2018168,1863,737N/A6,804N/A12/31/2017169,6163,913N/AN/AN/A9/30/2017162,3892,622N/A4,982N/A6/30/2017158,4192,334N/AN/AN/A3/31/2017155,2321,976N/A7,842N/A12/31/2016152,982-6,381N/AN/AN/A9/30/2016158,363-7,004N/A7,588N/A6/30/2016163,946-8,509N/AN/AN/A3/31/2016169,712-9,151N/A4,545N/A12/31/2015176,625-1,210N/AN/AN/A9/30/2015180,825-584N/A5,059N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 5805 의 연간 예상 수익 증가율(10.2%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 5805 의 연간 수익(10.2%)이 JP 시장(10%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 5805 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 5805 의 수익(연간 5.8%)이 JP 시장(연간 6.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 5805 의 수익(연간 5.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 5805의 자본 수익률은 3년 후 19.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/19 08:23종가2026/07/17 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 소스SWCC Corporation는 9명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Masayuki AbeDaiwa Securities Co. Ltd.Shinichiro OzakiDaiwa Securities Co. Ltd.Ryo HaradaGoldman Sachs6명의 분석가 더 보기
분석 기사 • May 18SWCC Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearSWCC Corporation ( TSE:5805 ) defied analyst predictions to release its annual results, which were ahead of market...
Price Target Changed • Feb 21Price target increased by 12% to JP¥12,986Up from JP¥11,550, the current price target is an average from 5 analysts. New target price is 9.3% below last closing price of JP¥14,310. Stock is up 131% over the past year. The company is forecast to post earnings per share of JP¥567 for next year compared to JP¥386 last year.
Price Target Changed • Nov 29Price target increased by 7.9% to JP¥10,275Up from JP¥9,525, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥10,660. Stock is up 42% over the past year. The company is forecast to post earnings per share of JP¥547 for next year compared to JP¥386 last year.
분석 기사 • Nov 15Earnings Beat: SWCC Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsA week ago, SWCC Corporation ( TSE:5805 ) came out with a strong set of half-year numbers that could potentially lead...
분석 기사 • May 16Analyst Estimates: Here's What Brokers Think Of SWCC Corporation (TSE:5805) After Its Yearly ReportThe full-year results for SWCC Corporation ( TSE:5805 ) were released last week, making it a good time to revisit its...
Major Estimate Revision • Feb 28Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥438 to JP¥386 per share. Revenue forecast steady at JP¥237.0b. Net income forecast to grow 46% next year vs 2.3% growth forecast for Electrical industry in Japan. Consensus price target of JP¥8,975 unchanged from last update. Share price fell 2.4% to JP¥6,040 over the past week.
Buy Or Sell Opportunity • Jul 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to JP¥10,520. The fair value is estimated to be JP¥13,532, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
실시간 뉴스 • Jun 23SWCC Delivers Record Profits on Strong Power Infrastructure and Telecom Cable GrowthSWCC reported record-high profits for the fiscal year ending March 2026, supported by strong performance in its core power infrastructure and telecommunications cable businesses. The profit result is a materially positive signal for SWCC’s operations, suggesting its main business lines are contributing meaningfully to earnings rather than one-off items. SWCC’s share price is ¥14,290, with the stock up 30.4% year to date, indicating the market has already priced in a sizeable improvement over recent months. This profit milestone points to an operating base that may now be larger and more resilient. However, it also raises the bar for future results. The key risk for investors is that expectations embedded in the share price outpace what SWCC’s power and telecom cable businesses can consistently deliver.
Buy Or Sell Opportunity • Jun 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.2% to JP¥14,440. The fair value is estimated to be JP¥11,994, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
공고 • Jun 09SWCC Corporation to Report Q1, 2027 Results on Aug 07, 2026SWCC Corporation announced that they will report Q1, 2027 results on Aug 07, 2026
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥13,230, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Electrical industry in Japan. Total returns to shareholders of 658% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,212 per share.
Buy Or Sell Opportunity • May 25Now 20% overvaluedOver the last 90 days, the stock has fallen 6.2% to JP¥14,430. The fair value is estimated to be JP¥12,013, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 9.3% per annum over the same time period.
분석 기사 • May 21Additional Considerations Required While Assessing SWCC's (TSE:5805) Strong EarningsLast week's profit announcement from SWCC Corporation ( TSE:5805 ) was underwhelming for investors, despite headline...
분석 기사 • May 18SWCC Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearSWCC Corporation ( TSE:5805 ) defied analyst predictions to release its annual results, which were ahead of market...
Reported Earnings • May 17Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥636 (up from JP¥386 in FY 2025). Revenue: JP¥277.7b (up 17% from FY 2025). Net income: JP¥18.8b (up 65% from FY 2025). Profit margin: 6.8% (up from 4.8% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 101% per year, which means it is tracking significantly ahead of earnings growth.
공고 • May 14SWCC Corporation, Annual General Meeting, Jun 25, 2026SWCC Corporation, Annual General Meeting, Jun 25, 2026.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥18,360, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 20x in the Electrical industry in Japan. Total returns to shareholders of 948% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,051 per share.
Buy Or Sell Opportunity • Apr 22Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 37% to JP¥15,690. The fair value is estimated to be JP¥12,984, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
공고 • Apr 08SWCC Corporation to Report Fiscal Year 2026 Results on May 14, 2026SWCC Corporation announced that they will report fiscal year 2026 results at 2:00 PM, Tokyo Standard Time on May 14, 2026
New Risk • Apr 01New 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 9.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥110 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 26 June 2026. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.2%).
Valuation Update With 7 Day Price Move • Mar 02Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥17,210, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 19x in the Electrical industry in Japan. Total returns to shareholders of 879% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥11,275 per share.
Price Target Changed • Feb 21Price target increased by 12% to JP¥12,986Up from JP¥11,550, the current price target is an average from 5 analysts. New target price is 9.3% below last closing price of JP¥14,310. Stock is up 131% over the past year. The company is forecast to post earnings per share of JP¥567 for next year compared to JP¥386 last year.
분석 기사 • Feb 11SWCC Corporation's (TSE:5805) P/E Is Still On The Mark Following 26% Share Price BounceThe SWCC Corporation ( TSE:5805 ) share price has done very well over the last month, posting an excellent gain of 26...
Reported Earnings • Feb 10Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: JP¥184 (up from JP¥141 in 3Q 2025). Revenue: JP¥73.2b (up 20% from 3Q 2025). Net income: JP¥5.45b (up 31% from 3Q 2025). Profit margin: 7.4% (up from 6.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 94% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Feb 09Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 67% to JP¥13,310. The fair value is estimated to be JP¥10,865, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Valuation Update With 7 Day Price Move • Feb 09Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥13,310, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 16x in the Electrical industry in Japan. Total returns to shareholders of 693% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥10,865 per share.
분석 기사 • Dec 28SWCC's (TSE:5805) Shareholders Will Receive A Bigger Dividend Than Last YearSWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...
공고 • Dec 28SWCC Corporation to Report Q3, 2026 Results on Feb 09, 2026SWCC Corporation announced that they will report Q3, 2026 results at 2:00 PM, Tokyo Standard Time on Feb 09, 2026
분석 기사 • Dec 22Does SWCC (TSE:5805) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Dec 07SWCC (TSE:5805) Is Increasing Its Dividend To ¥110.00SWCC Corporation's ( TSE:5805 ) dividend will be increasing from last year's payment of the same period to ¥110.00 on...
Declared Dividend • Dec 06First half dividend of JP¥110 announcedShareholders will receive a dividend of JP¥110. Ex-date: 30th March 2026 Payment date: 26th June 2026 Dividend yield will be 1.8%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 34% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Nov 29Price target increased by 7.9% to JP¥10,275Up from JP¥9,525, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥10,660. Stock is up 42% over the past year. The company is forecast to post earnings per share of JP¥547 for next year compared to JP¥386 last year.
공고 • Nov 28SWCC Corporation (TSE:5805) agreed to acquire remaining 20% stake in Showa Furukawa Cable Co., Ltd. from Furukawa Electric Co., Ltd. (TSE:5801).SWCC Corporation (TSE:5805) agreed to acquire remaining 20% stake in Showa Furukawa Cable Co., Ltd. from Furukawa Electric Co., Ltd. (TSE:5801) on November 27, 2025. Upon completion, SWCC Corporation will own 100% stake in Showa Furukawa Cable Co., Ltd. As of March 31, 2025, Showa Furukawa Cable Co., Ltd. reported total assets of ¥25.44 billion and total common equity of ¥7.02 billion. The expected completion of the transaction is March 31, 2026.
분석 기사 • Nov 19SWCC's (TSE:5805) Earnings Are Weaker Than They SeemSWCC Corporation ( TSE:5805 ) just reported some strong earnings, and the market reacted accordingly with a healthy...
분석 기사 • Nov 15Earnings Beat: SWCC Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsA week ago, SWCC Corporation ( TSE:5805 ) came out with a strong set of half-year numbers that could potentially lead...
Reported Earnings • Nov 15Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥145 (up from JP¥21.99 in 2Q 2025). Revenue: JP¥66.7b (up 10% from 2Q 2025). Net income: JP¥4.28b (up JP¥3.63b from 2Q 2025). Profit margin: 6.4% (up from 1.1% in 2Q 2025). Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Nov 14SWCC Corporation's (TSE:5805) P/E Is Still On The Mark Following 48% Share Price BounceSWCC Corporation ( TSE:5805 ) shareholders would be excited to see that the share price has had a great month, posting...
New Risk • Nov 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risks High level of debt (46% net debt to equity). Dividend is not well covered by cash flows (96% cash payout ratio). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥9,450, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Electrical industry in Japan. Total returns to shareholders of 540% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥9,129 per share.
분석 기사 • Oct 30Estimating The Intrinsic Value Of SWCC Corporation (TSE:5805)Key Insights The projected fair value for SWCC is JP¥9,003 based on 2 Stage Free Cash Flow to Equity With JP¥7,550...
Buy Or Sell Opportunity • Oct 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥7,070. The fair value is estimated to be JP¥9,073, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 5.4%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Buy Or Sell Opportunity • Oct 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.0% to JP¥7,540. The fair value is estimated to be JP¥9,543, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.0% over the last 3 years. Earnings per share has grown by 5.4%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 35% and the cash payout ratio is 96%. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.5%).
분석 기사 • Sep 03SWCC (TSE:5805) Has Announced A Dividend Of ¥80.00The board of SWCC Corporation ( TSE:5805 ) has announced that it will pay a dividend of ¥80.00 per share on the 3rd of...
공고 • Sep 02SWCC Corporation to Report Q2, 2026 Results on Nov 12, 2025SWCC Corporation announced that they will report Q2, 2026 results on Nov 12, 2025
분석 기사 • Aug 26These 4 Measures Indicate That SWCC (TSE:5805) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Board Change • Aug 09Less than half of directors are independentThere are 6 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: 3 independent directors. 5 non-independent directors. Independent Outside Director Takashi Mukuno was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
분석 기사 • Jul 23SWCC (TSE:5805) Has Announced A Dividend Of ¥80.00The board of SWCC Corporation ( TSE:5805 ) has announced that it will pay a dividend of ¥80.00 per share on the 3rd of...
분석 기사 • Jul 09SWCC (TSE:5805) Has Announced A Dividend Of ¥80.00The board of SWCC Corporation ( TSE:5805 ) has announced that it will pay a dividend on the 3rd of December, with...
Declared Dividend • Jul 09Final dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (30% earnings payout ratio) but not adequately covered by cash flows (96% cash payout ratio). The dividend has increased by an average of 34% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 29Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥386 (up from JP¥297 in FY 2024). Revenue: JP¥237.9b (up 11% from FY 2024). Net income: JP¥11.4b (up 29% from FY 2024). Profit margin: 4.8% (up from 4.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electrical 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 68% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Jun 13SWCC Corporation to Report Q1, 2026 Results on Aug 08, 2025SWCC Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
분석 기사 • May 20SWCC (TSE:5805) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfSWCC Corporation's ( TSE:5805 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
분석 기사 • May 16Analyst Estimates: Here's What Brokers Think Of SWCC Corporation (TSE:5805) After Its Yearly ReportThe full-year results for SWCC Corporation ( TSE:5805 ) were released last week, making it a good time to revisit its...
Reported Earnings • May 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥386 (up from JP¥297 in FY 2024). Revenue: JP¥237.9b (up 11% from FY 2024). Net income: JP¥11.4b (up 29% from FY 2024). Profit margin: 4.8% (up from 4.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.0%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Electrical 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 60% per year, which means it is tracking significantly ahead of earnings growth.
공고 • May 13+ 2 more updatesSWCC Corporation, Annual General Meeting, Jun 25, 2025SWCC Corporation, Annual General Meeting, Jun 25, 2025.
분석 기사 • May 07Earnings Tell The Story For SWCC Corporation (TSE:5805) As Its Stock Soars 26%SWCC Corporation ( TSE:5805 ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...
Buy Or Sell Opportunity • May 02Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥6,460. The fair value is estimated to be JP¥8,204, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 4.8%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
분석 기사 • Apr 11SWCC (TSE:5805) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Apr 07New 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 Risks Dividend is not well covered by cash flows (96% cash payout ratio). Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥5,100, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 10x in the Electrical industry in Japan. Total returns to shareholders of 224% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥8,230 per share.
Buy Or Sell Opportunity • Mar 31Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to JP¥6,190. The fair value is estimated to be JP¥8,070, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 4.8%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
공고 • Mar 29SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. Completed the acquisition of TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG).SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. agreed to acquire TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) on February 21, 2025. A cash consideration of ¥14.4 billion will be paid by SWCC Corporation. As part of consideration, ¥14.4 billion is paid towards common equity of TOTOKU ELECTRIC CO., LTD. The expected completion of the transaction is March 31, 2025. SWCC Corporation (TSE:5805) and Development Bank of Japan Inc. Completed the acquisition of TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) on March 27, 2025. Nishimura & Asahi acted as Legal advisor to The Carlyle Group Inc. (NasdaqGS:CG).
분석 기사 • Mar 26SWCC's (TSE:5805) Dividend Will Be Increased To ¥70.00SWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...
공고 • Mar 26SWCC Corporation to Report Fiscal Year 2025 Results on May 13, 2025SWCC Corporation announced that they will report fiscal year 2025 results on May 13, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 30% and the cash payout ratio is 96%. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (1.9%).
분석 기사 • Mar 08Why We're Not Concerned Yet About SWCC Corporation's (TSE:5805) 26% Share Price PlungeThe SWCC Corporation ( TSE:5805 ) share price has fared very poorly over the last month, falling by a substantial 26...
Major Estimate Revision • Feb 28Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥438 to JP¥386 per share. Revenue forecast steady at JP¥237.0b. Net income forecast to grow 46% next year vs 2.3% growth forecast for Electrical industry in Japan. Consensus price target of JP¥8,975 unchanged from last update. Share price fell 2.4% to JP¥6,040 over the past week.
공고 • Feb 22SWCC Corporation (TSE:5805) agreed to acquire 51% stake in TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) for ¥14.4 billion.SWCC Corporation (TSE:5805) agreed to acquire 51% stake in TOTOKU ELECTRIC CO., LTD. from The Carlyle Group Inc. (NasdaqGS:CG) for ¥14.4 billion on February 21, 2025. A cash consideration of ¥14.4 billion will be paid by SWCC Corporation. As part of consideration, ¥14.4 billion is paid towards common equity of TOTOKU ELECTRIC CO., LTD. In related transaction Development Bank of Japan entered into signed a shareholders agreement to acquire 49% stake in TOTOKU ELECTRIC CO., LTD. The expected completion of the transaction is March 31, 2025.
분석 기사 • Feb 22SWCC (TSE:5805) Is Increasing Its Dividend To ¥70.00SWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...
New Risk • Feb 19New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 96% Dividend yield: 1.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (96% cash payout ratio). Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results.
분석 기사 • Feb 11Results: SWCC Corporation Beat Earnings Expectations And Analysts Now Have New ForecastsSWCC Corporation ( TSE:5805 ) just released its quarterly report and things are looking bullish. It was overall a...
Reported Earnings • Feb 08Third quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2025 results: EPS: JP¥141 (up from JP¥102 in 3Q 2024). Revenue: JP¥60.9b (up 1.3% from 3Q 2024). Net income: JP¥4.17b (up 37% from 3Q 2024). Profit margin: 6.9% (up from 5.1% in 3Q 2024). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jan 31What Does SWCC Corporation's (TSE:5805) Share Price Indicate?While SWCC Corporation ( TSE:5805 ) might not have the largest market cap around , it saw a significant share price...
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥8,100, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Electrical industry in Japan. Total returns to shareholders of 401% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,073 per share.
분석 기사 • Jan 03SWCC's (TSE:5805) Shareholders Will Receive A Bigger Dividend Than Last YearSWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...
공고 • Jan 03SWCC Corporation to Report Q3, 2025 Results on Feb 07, 2025SWCC Corporation announced that they will report Q3, 2025 results on Feb 07, 2025
분석 기사 • Jan 01A Look At The Fair Value Of SWCC Corporation (TSE:5805)Key Insights SWCC's estimated fair value is JP¥7,195 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 • Dec 18SWCC (TSE:5805) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
분석 기사 • Dec 04SWCC (TSE:5805) Is Increasing Its Dividend To ¥70.00SWCC Corporation ( TSE:5805 ) has announced that it will be increasing its dividend from last year's comparable payment...
Declared Dividend • Dec 04First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.1%. Sustainability & Growth Dividend is covered by both earnings (34% earnings payout ratio) and cash flows (88% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Major Estimate Revision • Nov 29Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥235.9b to JP¥239.3b. EPS estimate increased from JP¥375 to JP¥434 per share. Net income forecast to grow 53% next year vs 2.0% growth forecast for Electrical industry in Japan. Consensus price target up from JP¥6,525 to JP¥8,300. Share price fell 3.2% to JP¥7,530 over the past week.
Price Target Changed • Nov 29Price target increased by 16% to JP¥7,550Up from JP¥6,525, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥7,560. Stock is up 184% over the past year. The company is forecast to post earnings per share of JP¥409 for next year compared to JP¥297 last year.
분석 기사 • Nov 15Here's What Analysts Are Forecasting For SWCC Corporation (TSE:5805) After Its Half-Yearly ResultsShareholders will be ecstatic, with their stake up 28% over the past week following SWCC Corporation 's ( TSE:5805...
Reported Earnings • Nov 15Second quarter 2025 earnings released: EPS: JP¥21.99 (vs JP¥70.56 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.99 (down from JP¥70.56 in 2Q 2024). Revenue: JP¥60.4b (up 21% from 2Q 2024). Net income: JP¥650.0m (down 69% from 2Q 2024). Profit margin: 1.1% (down from 4.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Electrical industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Nov 13SWCC Corporation's (TSE:5805) 29% Share Price Surge Not Quite Adding UpDespite an already strong run, SWCC Corporation ( TSE:5805 ) shares have been powering on, with a gain of 29% in the...
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥6,900, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Electrical industry in Japan. Total returns to shareholders of 292% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,369 per share.
분석 기사 • Nov 01SWCC (TSE:5805) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
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. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.0%).
공고 • Sep 19SWCC Corporation to Report Q2, 2025 Results on Nov 12, 2024SWCC Corporation announced that they will report Q2, 2025 results on Nov 12, 2024
분석 기사 • Sep 15SWCC (TSE:5805) Is Experiencing Growth In Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Buy Or Sell Opportunity • Sep 06Now 22% undervaluedOver the last 90 days, the stock has risen 7.8% to JP¥4,850. The fair value is estimated to be JP¥6,210, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 6.8% per annum over the same time period.
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¥5,460, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Electrical industry in Japan. Total returns to shareholders of 149% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,174 per share.
분석 기사 • Sep 01SWCC Corporation's (TSE:5805) P/E Is Still On The Mark Following 28% Share Price BounceSWCC Corporation ( TSE:5805 ) shareholders would be excited to see that the share price has had a great month, posting...
분석 기사 • Aug 28Are Investors Undervaluing SWCC Corporation (TSE:5805) By 21%?Key Insights SWCC's estimated fair value is JP¥6,077 based on 2 Stage Free Cash Flow to Equity SWCC is estimated to be...
Buy Or Sell Opportunity • Aug 19Now 21% undervaluedOver the last 90 days, the stock has risen 8.2% to JP¥4,955. The fair value is estimated to be JP¥6,263, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.8% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 5.1% per annum over the same time period.
Major Estimate Revision • Aug 16Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥335 to JP¥369. Revenue forecast steady at JP¥233.3b. Net income forecast to grow 4.8% next year vs 1.3% growth forecast for Electrical industry in Japan. Consensus price target up from JP¥5,033 to JP¥5,933. Share price rose 23% to JP¥5,030 over the past week.
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥99.17 (vs JP¥39.48 in 1Q 2024)First quarter 2025 results: EPS: JP¥99.17 (up from JP¥39.48 in 1Q 2024). Revenue: JP¥56.9b (up 18% from 1Q 2024). Net income: JP¥2.93b (up 148% from 1Q 2024). Profit margin: 5.1% (up from 2.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Electrical 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 32% 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 22%After last week's 22% share price decline to JP¥3,500, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Electrical industry in Japan. Total returns to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,790 per share.