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NSK Ltd.TSE:6471 주식 보고서

시가총액 JP¥538.3b
주가
JP¥1.10k
JP¥1.36k
18.9% 저평가 내재 할인율
1Y69.8%
7D-8.7%
1D
포트폴리오 가치
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NSK Ltd.

TSE:6471 주식 리포트

시가총액: JP¥538.3b

NSK (6471) 주식 개요

는 자회사와 함께 전 세계적으로 산업 기계 베어링, 자동차 제품, 정밀 기계 및 부품을 제조 및 판매하고 있습니다. 자세히 보기

6471 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장2/6
과거 실적5/6
재무 건전성6/6
배당3/6

6471 Community Fair Values

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NSK Ltd. 경쟁사

가격 이력 및 성과

NSK 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가JP¥1,100.00
52주 최고가JP¥1,414.50
52주 최저가JP¥633.30
베타0.53
1개월 변동-19.12%
3개월 변동-7.25%
1년 변동69.78%
3년 변동22.75%
5년 변동6.28%
IPO 이후 변동89.66%

최근 뉴스 및 업데이트

내러티브 업데이트 Jun 09

6471: Planned NTN Share Transfer Will Support Medium Term Re Rating Potential

Analysts now see NSK's fair value nudging from ¥1,363.33 to ¥1,356.67, reflecting slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E, while keeping the overall view on the stock broadly intact. What's in the News NSK issued consolidated earnings guidance for the six months ending 30 September 2026, with expected sales of ¥490,000 million, operating income of ¥18,000 million, net income attributable to owners of the parent of ¥9,500 million, and basic earnings per share of ¥19.41.
내러티브 업데이트 May 26

6471: AI Integration And Planned Business Combination Will Support Balanced Medium Term Re Rating Potential

Analysts have raised NSK's price target from ¥1,293 to ¥1,363, citing updated fair value work that incorporates a modestly higher profit margin outlook and slightly revised assumptions for revenue growth, discount rate, and future P/E. What's in the News NSK issued consolidated earnings guidance for the six months ending September 30, 2026, with expected sales of ¥490,000 million, operating income of ¥18,000 million, net income attributable to owners of the parent of ¥9,500 million, and basic earnings per share of ¥19.41.

Recent updates

내러티브 업데이트 Jun 09

6471: Planned NTN Share Transfer Will Support Medium Term Re Rating Potential

Analysts now see NSK's fair value nudging from ¥1,363.33 to ¥1,356.67, reflecting slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E, while keeping the overall view on the stock broadly intact. What's in the News NSK issued consolidated earnings guidance for the six months ending 30 September 2026, with expected sales of ¥490,000 million, operating income of ¥18,000 million, net income attributable to owners of the parent of ¥9,500 million, and basic earnings per share of ¥19.41.
내러티브 업데이트 May 26

6471: AI Integration And Planned Business Combination Will Support Balanced Medium Term Re Rating Potential

Analysts have raised NSK's price target from ¥1,293 to ¥1,363, citing updated fair value work that incorporates a modestly higher profit margin outlook and slightly revised assumptions for revenue growth, discount rate, and future P/E. What's in the News NSK issued consolidated earnings guidance for the six months ending September 30, 2026, with expected sales of ¥490,000 million, operating income of ¥18,000 million, net income attributable to owners of the parent of ¥9,500 million, and basic earnings per share of ¥19.41.
내러티브 업데이트 May 04

6471: AI Partnership And Revised Guidance Will Support Balanced Medium Term Re Rating Potential

Analysts have kept NSK's fair value estimate unchanged at ¥1,293. They have only made small technical adjustments to inputs such as the discount rate and assumed future P/E, reflecting fine tuning rather than a shift in their overall view.
내러티브 업데이트 Apr 20

6471: Weaker Yen And Upgraded Guidance Will Support Balanced Re Rating Potential

Analysts have left their fair value estimate for NSK steady at ¥1,293.33 per share, with only minor tweaks to inputs like the discount rate, long term revenue growth, profit margin and future P/E to reflect updated modelling assumptions rather than a change in overall view. What's in the News NSK raised consolidated earnings guidance for the year ending March 31, 2026, with expected sales of ¥900,000m, compared with previous guidance of ¥885,000m.
내러티브 업데이트 Apr 06

6471: Weaker Yen And Upgraded Guidance Will Support Re Rating Potential

Analysts have nudged their price target on NSK to ¥1,293 from ¥1,273, reflecting refreshed assumptions around the discount rate, revenue growth, profit margins and future P/E that together point to a slightly higher valuation anchor for the shares. What's in the News NSK raised its consolidated sales guidance for the year ending March 31, 2026 to ¥900,000 million from ¥885,000 million, reflecting updated assumptions and recent business performance.
내러티브 업데이트 Mar 23

6471: Weaker Yen And Higher Guidance Will Likely Keep Multiples Contained

Analysts now set their price target for NSK at about ¥1,273, up from ¥1,165. This reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
내러티브 업데이트 Mar 09

6471: Weaker Yen And Higher Earnings Guidance Will Still Likely Compress Multiple

Analysts have raised their price target on NSK from ¥1,080 to ¥1,165, citing updated assumptions around revenue growth, profit margins, a slightly lower discount rate, and a higher future P/E multiple. What's in the News NSK revised its consolidated earnings guidance for the year ending March 31, 2026, with expected sales of ¥900,000m compared with the previous guidance of ¥885,000m.
내러티브 업데이트 Feb 22

6471: Higher Earnings Guidance Will Still Likely Leave Multiple Under Pressure

Analysts have revised their price target for NSK to ¥1,080 from ¥941.67, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E that together point to a higher assessed fair value for the shares. What's in the News NSK revised its consolidated sales guidance for the year ending March 31, 2026 to ¥900,000 million, compared with its previous guidance of ¥885,000 million (company guidance).
새로운 내러티브 Feb 18

Full Steering Consolidation And Robotics Exposure Will Reshape Long Term Earnings Power

Catalysts About NSK NSK is a Japan based manufacturer of bearings, automotive components and precision machinery products, including steering systems. What are the underlying business or industry changes driving this perspective?
분석 기사 Feb 10

Solid Earnings Reflect NSK's (TSE:6471) Strength As A Business

When companies post strong earnings, the stock generally performs well, just like NSK Ltd.'s ( TSE:6471 ) stock has...
분석 기사 Feb 09

NSK (TSE:6471) Will Pay A Dividend Of ¥17.00

The board of NSK Ltd. ( TSE:6471 ) has announced that it will pay a dividend of ¥17.00 per share on the 8th of June...
내러티브 업데이트 Feb 07

6471: Lower Discount Rate And Modest Margins Will Likely Still Restrain Multiple

Analysts have lifted their price target on NSK from ¥848.33 to ¥941.67, citing updated assumptions for discount rate, revenue growth, profit margin and forward P/E, which they view as better reflecting the company’s current risk and earnings profile. Valuation Changes Fair Value Estimate was raised from ¥848.33 to ¥941.67, implying a higher assessed equity value per share based on the updated model inputs.
새로운 내러티브 Feb 04

Steering Consolidation And EV Exposure Will Constrain Margins And Limit Long Term Upside

Catalysts About NSK NSK is a global manufacturer of bearings, automotive components and precision machinery products, including a consolidated Steering Business segment. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Jan 24

6471: Upgraded Guidance And Yen Tailwind Will Likely Still Fail To Support Multiple

Analysts have kept their fair value estimate for NSK broadly steady around ¥848 per share. A slightly lower discount rate and marginally adjusted future P/E assumptions reflect fine tuning of their models rather than a major shift in view.
내러티브 업데이트 Jan 10

6471: Upgraded Guidance And Yen Tailwind Will Likely Fail To Justify Multiple

Analysts have maintained their fair value estimate for NSK at ¥848. A slightly lower discount rate and a marginally adjusted future P/E input support this unchanged price target, which reflects broadly consistent expectations for revenue growth and profit margins.
내러티브 업데이트 Dec 24

6471: Higher Earnings Guidance Will Likely Fail To Justify Richer Multiple

Analysts have raised their price target on NSK by approximately ¥45 per share to about ¥848, citing expectations for stronger revenue growth, modestly higher profit margins, and a slightly lower future price to earnings multiple that together support a higher fair value estimate. What's in the News Raised full year 2026 consolidated sales guidance to JPY 885,000 million from JPY 760,000 million, reflecting stronger than expected demand and favorable currency effects (company guidance) Increased operating income forecast to JPY 30,000 million from JPY 22,000 million, supported by fixed cost control and expense discipline (company guidance) More than doubled projected net income attributable to owners of the parent to JPY 16,000 million from JPY 7,000 million, lifting expected basic EPS to JPY 32.71 from JPY 14.32 (company guidance) Completed acquisition of all shares of NSK Steering & Control Co. Ltd., turning it and its subsidiaries into consolidated subsidiaries and recognizing a gain on bargain purchase of JPY 7,272 million and a loss on step acquisition of JPY 4,662 million (company guidance) Management cites robust automotive production and Chinese subsidy driven demand in the first half, but notes ongoing sluggish demand in Europe and a stagnant Chinese economy in the second half outlook (company guidance) Valuation Changes Fair Value Estimate increased modestly from approximately ¥803 per share to about ¥848 per share, reflecting stronger expected fundamentals despite a slightly lower valuation multiple.
내러티브 업데이트 Dec 10

6471: Richer Multiple Will Likely Constrain Returns Despite Earnings Guidance Upgrade

Analysts have raised their price target on NSK by approximately 6 percent to around ¥800. This change reflects slightly stronger expectations for revenue growth, modestly higher profit margins, and a marginally lower discount rate, which together support a higher fair value multiple.
분석 기사 Dec 05

NSK's (TSE:6471) Dividend Will Be ¥17.00

NSK Ltd.'s ( TSE:6471 ) investors are due to receive a payment of ¥17.00 per share on 8th of June. This means the...
내러티브 업데이트 Nov 26

6471: Higher Discount Rate And Margins Will Limit Future Earnings Upside

Analysts have revised NSK's price target upward to ¥758.33 per share, reflecting updated modeling assumptions and outlooks on key financial factors. What's in the News NSK Ltd.
내러티브 업데이트 Nov 11

6471: Higher Costs And Margin Declines Will Pressure Future Earnings

Analysts have raised their price target for NSK from ¥717.50 to ¥758.33. They cited slightly improved revenue growth prospects and a modestly higher discount rate as key factors in their updated evaluation.
분석 기사 Sep 23

NSK (TSE:6471) Has Affirmed Its Dividend Of ¥17.00

NSK Ltd. ( TSE:6471 ) will pay a dividend of ¥17.00 on the 3rd of December. This means the annual payment is 4.3% of...
분석 기사 Sep 11

Investors Still Waiting For A Pull Back In NSK Ltd. (TSE:6471)

With a price-to-earnings (or "P/E") ratio of 33.4x NSK Ltd. ( TSE:6471 ) may be sending very bearish signals at the...
내러티브 업데이트 Aug 28

Focus On Electrification And High-Value Products Will Diversify Future Sales Portfolio

The modest upward revision in NSK’s price target reflects stable valuation metrics, with both future P/E and net profit margin essentially unchanged, resulting in a new consensus fair value of ¥699. Valuation Changes Summary of Valuation Changes for NSK The Consensus Analyst Price Target has risen slightly from ¥675 to ¥699.
분석 기사 Aug 20

NSK (TSE:6471) Has Announced A Dividend Of ¥17.00

NSK Ltd. ( TSE:6471 ) has announced that it will pay a dividend of ¥17.00 per share on the 3rd of December. Based on...
분석 기사 Jul 21

NSK (TSE:6471) Has Affirmed Its Dividend Of ¥17.00

NSK Ltd.'s ( TSE:6471 ) investors are due to receive a payment of ¥17.00 per share on 3rd of December. This means the...
분석 기사 Mar 28

NSK (TSE:6471) Could Be Struggling To Allocate Capital

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
분석 기사 Mar 07

An Intrinsic Calculation For NSK Ltd. (TSE:6471) Suggests It's 34% Undervalued

Key Insights NSK's estimated fair value is JP¥993 based on 2 Stage Free Cash Flow to Equity NSK's JP¥652 share price...
User avatar
새로운 내러티브 Feb 10

Focus On Electrification And High-Value Products Will Diversify Future Sales Portfolio

Expansion in industrial machinery and electrification-focused automotive products aims to boost revenue and diversifies NSK's sales portfolio.
분석 기사 Jan 09

Why Investors Shouldn't Be Surprised By NSK Ltd.'s (TSE:6471) P/E

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider NSK...
분석 기사 Nov 27

A Look At The Intrinsic Value Of NSK Ltd. (TSE:6471)

Key Insights Using the 2 Stage Free Cash Flow to Equity, NSK fair value estimate is JP¥697 NSK's JP¥651 share price...
분석 기사 Oct 03

NSK (TSE:6471) Will Be Hoping To Turn Its Returns On Capital Around

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
분석 기사 Jul 27

We Think NSK (TSE:6471) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
분석 기사 May 09

An Intrinsic Calculation For NSK Ltd. (TSE:6471) Suggests It's 26% Undervalued

Key Insights The projected fair value for NSK is JP¥1,170 based on 2 Stage Free Cash Flow to Equity NSK's JP¥869 share...
분석 기사 Apr 24

If EPS Growth Is Important To You, NSK (TSE:6471) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 Mar 02

NSK (TSE:6471) Is Due To Pay A Dividend Of ¥15.00

NSK Ltd.'s ( TSE:6471 ) investors are due to receive a payment of ¥15.00 per share on 7th of June. The dividend yield...
분석 기사 Feb 26

Some Investors May Be Worried About NSK's (TSE:6471) Returns On Capital

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...

주주 수익률

6471JP MachineryJP 시장
7D-8.7%-5.7%-3.7%
1Y69.8%43.3%37.9%

수익률 대 산업: 6471은 지난 1년 동안 43.3%의 수익을 기록한 JP Machinery 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: 6471은 지난 1년 동안 37.9%를 기록한 JP 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is 6471's price volatile compared to industry and market?
6471 volatility
6471 Average Weekly Movement6.5%
Machinery Industry Average Movement6.0%
Market Average Movement4.6%
10% most volatile stocks in JP Market9.3%
10% least volatile stocks in JP Market2.4%

안정적인 주가: 6471는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: 6471의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
191626,278Akitoshi Ichiiwww.nsk.com/index.html

는 자회사와 함께 산업 기계 베어링, 자동차 제품, 정밀 기계 및 부품을 전 세계에 제조 및 판매하고 있습니다. 주요 제품으로는 볼 베어링, 롤러 베어링, 베어링 유닛, 초정밀 베어링, 철강 산업, 광업 및 건설, 제지 기계, 펌프 및 압축기용 베어링, 위생, 부식, 진공, 클린룸, 고온, 비자성, 먼지 오염 환경을 포함한 특수 환경용 베어링 등이 있습니다. 또한 전동 파워 스티어링, 스티어링 칼럼 및 중간 샤프트, 브레이크 시스템, 허브 유닛 베어링과 같은 섀시 제품과 엔진 부품 및 전기 액세서리, 자동 및 수동 변속기, 오토바이 및 전 지형 차량용 제품, 하프 토로이드 CVT 파워토로스 유닛, 차동 기어 및 프로펠러 샤프트 등으로 구성된 파워트레인 제품도 공급합니다.

NSK Ltd. 기초 지표 요약

NSK의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
6471 기초 통계
시가총액JP¥538.25b
순이익 (TTM)JP¥22.87b
매출 (TTM)JP¥911.64b
23.5x
주가수익비율(P/E)
0.6x
주가매출비율(P/S)

6471는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
6471 손익계산서 (TTM)
매출JP¥911.64b
매출원가JP¥720.35b
총이익JP¥191.29b
기타 비용JP¥168.42b
순이익JP¥22.87b

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)46.73
총이익률20.98%
순이익률2.51%
부채/자본 비율0%

6471의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

3.1%
현재 배당 수익률
73%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/10 03:51
종가2026/06/10 00:00
수익2026/03/31
연간 수익2026/03/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 가이드YouTube 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

NSK Ltd.는 15명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Tsutomu KijimaBarclays
Hideyuki MizunoBofA Global Research
Graeme McDonaldCitigroup Inc