View Future GrowthFuruya Metal 과거 순이익 실적과거 기준 점검 4/6Furuya Metal은 연평균 0.6%의 비율로 수입이 증가해 온 반면, Electronic 산업은 수입이 9.1% 증가했습니다. 매출은 연평균 14.4%의 비율로 증가했습니다. Furuya Metal의 자기자본이익률은 17.1%이고 순이익률은 13.9%입니다.핵심 정보0.59%순이익 성장률-4.23%주당순이익(EPS) 성장률Electronic 산업 성장률13.80%매출 성장률14.44%자기자본이익률17.08%순이익률13.92%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 15Third quarter 2026 earnings released: EPS: JP¥271 (vs JP¥63.31 in 3Q 2025)Third quarter 2026 results: EPS: JP¥271 (up from JP¥63.31 in 3Q 2025). Revenue: JP¥30.8b (up 120% from 3Q 2025). Net income: JP¥6.68b (up 329% from 3Q 2025). Profit margin: 22% (up from 11% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is expected to decline by 2.8% p.a. on average during the next 3 years, while revenues in the Electronic industry in Japan are expected to grow by 7.9%. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 45% per year, which means it is well ahead of earnings.Reported Earnings • Feb 07Second quarter 2026 earnings released: EPS: JP¥109 (vs JP¥92.28 in 2Q 2025)Second quarter 2026 results: EPS: JP¥109 (up from JP¥92.28 in 2Q 2025). Revenue: JP¥20.7b (up 60% from 2Q 2025). Net income: JP¥2.68b (up 18% from 2Q 2025). Profit margin: 13% (down from 18% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Electronic industry in Japan are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.공시 • Dec 02Furuya Metal Co., Ltd. to Report Q2, 2026 Results on Feb 06, 2026Furuya Metal Co., Ltd. announced that they will report Q2, 2026 results on Feb 06, 2026Reported Earnings • Nov 08First quarter 2026 earnings released: EPS: JP¥94.73 (vs JP¥66.26 in 1Q 2025)First quarter 2026 results: EPS: JP¥94.73 (up from JP¥66.26 in 1Q 2025). Revenue: JP¥23.2b (up 67% from 1Q 2025). Net income: JP¥2.33b (up 43% from 1Q 2025). Profit margin: 10.0% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has remained flat, which means it is well ahead of earnings.분석 기사 • Oct 04Furuya Metal's (TSE:7826) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern Furuya Metal Co., Ltd.'s ( TSE:7826 ) shareholders over the last week. Our...공시 • Sep 02Furuya Metal Co., Ltd. to Report Q1, 2026 Results on Nov 06, 2025Furuya Metal Co., Ltd. announced that they will report Q1, 2026 results on Nov 06, 2025모든 업데이트 보기Recent updates분석 기사 • May 17Revenue Beat: Furuya Metal Co., Ltd. Exceeded Revenue Forecasts By 55% And Analysts Are Updating Their EstimatesIt's been a pretty great week for Furuya Metal Co., Ltd. ( TSE:7826 ) shareholders, with its shares surging 19% to...New Risk • May 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings are forecast to decline by an average of 1.5% per year for the foreseeable future.Reported Earnings • May 15Third quarter 2026 earnings released: EPS: JP¥271 (vs JP¥63.31 in 3Q 2025)Third quarter 2026 results: EPS: JP¥271 (up from JP¥63.31 in 3Q 2025). Revenue: JP¥30.8b (up 120% from 3Q 2025). Net income: JP¥6.68b (up 329% from 3Q 2025). Profit margin: 22% (up from 11% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is expected to decline by 2.8% p.a. on average during the next 3 years, while revenues in the Electronic industry in Japan are expected to grow by 7.9%. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 45% per year, which means it is well ahead of earnings.Major Estimate Revision • May 14Consensus EPS estimates increase by 35%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥89.2b to JP¥96.0b. EPS estimate increased from JP¥454 to JP¥615 per share. Net income forecast to grow 83% next year vs 9.8% growth forecast for Electronic industry in Japan. Consensus price target up from JP¥8,400 to JP¥10,000. Share price rose 33% to JP¥10,630 over the past week.Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥8,500, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 205% over the past three years.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥7,580, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 165% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,635 per share.Major Estimate Revision • Mar 28Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥81.3b to JP¥89.2b. EPS estimate increased from JP¥392 to JP¥454 per share. Net income forecast to grow 48% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target up from JP¥6,000 to JP¥8,400. Share price fell 9.4% to JP¥6,370 over the past week.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥6,470, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,639 per share.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 35%After last week's 35% share price gain to JP¥6,730, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 124% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,575 per share.분석 기사 • Feb 09Furuya Metal (TSE:7826) Is Paying Out A Larger Dividend Than Last YearFuruya Metal Co., Ltd.'s ( TSE:7826 ) dividend will be increasing from last year's payment of the same period to...Declared Dividend • Feb 08Dividend of JP¥120 announcedShareholders will receive a dividend of JP¥120. Ex-date: 29th June 2026 Payment date: 11th September 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 16% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 2.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 07Second quarter 2026 earnings released: EPS: JP¥109 (vs JP¥92.28 in 2Q 2025)Second quarter 2026 results: EPS: JP¥109 (up from JP¥92.28 in 2Q 2025). Revenue: JP¥20.7b (up 60% from 2Q 2025). Net income: JP¥2.68b (up 18% from 2Q 2025). Profit margin: 13% (down from 18% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Electronic industry in Japan are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.New Risk • Feb 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 10% Last year net profit margin: 16% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.2% average weekly change). Profit margins are more than 30% lower than last year (10% net profit margin).New Risk • Feb 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% 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 (8.0% average weekly change). Minor Risk Paying a dividend despite having no free cash flows.Buy Or Sell Opportunity • Feb 03Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 54% to JP¥4,240. The fair value is estimated to be JP¥3,349, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to grow by 0.8% per annum. Earnings are also forecast to grow by 4.2% per annum over the same time period.분석 기사 • Jan 15Furuya Metal Co., Ltd. (TSE:7826) Stock Rockets 30% As Investors Are Less Pessimistic Than ExpectedDespite an already strong run, Furuya Metal Co., Ltd. ( TSE:7826 ) shares have been powering on, with a gain of 30% in...Buy Or Sell Opportunity • Jan 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 43% to JP¥4,045. The fair value is estimated to be JP¥3,336, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to grow by 0.8% per annum. Earnings are also forecast to grow by 4.2% per annum over the same time period.Price Target Changed • Dec 31Price target increased by 7.3% to JP¥4,150Up from JP¥3,867, the current price target is an average from 2 analysts. New target price is 18% above last closing price of JP¥3,515. Stock is down 3.0% over the past year. The company is forecast to post earnings per share of JP¥297 for next year compared to JP¥263 last year.공시 • Dec 02Furuya Metal Co., Ltd. to Report Q2, 2026 Results on Feb 06, 2026Furuya Metal Co., Ltd. announced that they will report Q2, 2026 results on Feb 06, 2026Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥3,420, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,241 per share.Buy Or Sell Opportunity • Nov 12Now 21% undervaluedOver the last 90 days, the stock has risen 49% to JP¥3,375. The fair value is estimated to be JP¥4,248, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are forecast to grow by 2.1% per annum over the same time period.분석 기사 • Nov 08Furuya Metal Co., Ltd. Just Beat Revenue Estimates By 73%Investors in Furuya Metal Co., Ltd. ( TSE:7826 ) had a good week, as its shares rose 8.7% to close at JP¥3,100...Reported Earnings • Nov 08First quarter 2026 earnings released: EPS: JP¥94.73 (vs JP¥66.26 in 1Q 2025)First quarter 2026 results: EPS: JP¥94.73 (up from JP¥66.26 in 1Q 2025). Revenue: JP¥23.2b (up 67% from 1Q 2025). Net income: JP¥2.33b (up 43% from 1Q 2025). Profit margin: 10.0% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Price Target Changed • Nov 07Price target decreased by 14% to JP¥3,867Down from JP¥4,500, the current price target is an average from 3 analysts. New target price is 25% above last closing price of JP¥3,095. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥260 for next year compared to JP¥263 last year.Buy Or Sell Opportunity • Oct 17Now 23% undervaluedOver the last 90 days, the stock has risen 15% to JP¥2,833. The fair value is estimated to be JP¥3,691, 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 declined by 16%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period.분석 기사 • Oct 04Furuya Metal's (TSE:7826) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern Furuya Metal Co., Ltd.'s ( TSE:7826 ) shareholders over the last week. Our...분석 기사 • Sep 16Furuya Metal Co., Ltd.'s (TSE:7826) Price Is Right But Growth Is Lacking After Shares Rocket 31%Furuya Metal Co., Ltd. ( TSE:7826 ) shares have had a really impressive month, gaining 31% after a shaky period...Major Estimate Revision • Sep 13Consensus EPS estimates fall by 27%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥51.6b to JP¥54.5b. EPS estimate fell from JP¥321 to JP¥235 per share. Net income forecast to shrink 11% next year vs 16% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥4,633 to JP¥4,500. Share price rose 3.7% to JP¥2,818 over the past week.공시 • Sep 02Furuya Metal Co., Ltd. to Report Q1, 2026 Results on Nov 06, 2025Furuya Metal Co., Ltd. announced that they will report Q1, 2026 results on Nov 06, 2025분석 기사 • Aug 09Returns On Capital At Furuya Metal (TSE:7826) Have StalledTSE:7826 1 Year Share Price vs Fair Value Explore Furuya Metal's Fair Values from the Community and select yours There...Reported Earnings • Aug 08Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥263 (down from JP¥322 in FY 2024). Revenue: JP¥57.4b (up 21% from FY 2024). Net income: JP¥6.47b (down 13% from FY 2024). Profit margin: 11% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 11% per year.공시 • Aug 07Furuya Metal Co., Ltd., Annual General Meeting, Sep 25, 2025Furuya Metal Co., Ltd., Annual General Meeting, Sep 25, 2025.Upcoming Dividend • Jun 20Upcoming dividend of JP¥96.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 12 September 2025. Payout ratio is on the higher end at 78% but the company is not cash flow positive. Trailing yield: 3.8%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.9%).공시 • Jun 05Furuya Metal Co., Ltd. to Report Fiscal Year 2025 Results on Aug 07, 2025Furuya Metal Co., Ltd. announced that they will report fiscal year 2025 results on Aug 07, 2025Major Estimate Revision • May 16Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥353 to JP¥305. Revenue forecast unchanged from JP¥55.2b at last update. Net income forecast to grow 9.8% next year vs 10% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥5,333 to JP¥4,900. Share price rose 2.1% to JP¥2,619 over the past week.Price Target Changed • May 14Price target decreased by 8.1% to JP¥4,900Down from JP¥5,333, the current price target is an average from 3 analysts. New target price is 84% above last closing price of JP¥2,661. Stock is down 31% over the past year. The company is forecast to post earnings per share of JP¥305 for next year compared to JP¥322 last year.Reported Earnings • May 11Third quarter 2025 earnings released: EPS: JP¥63.31 (vs JP¥75.75 in 3Q 2024)Third quarter 2025 results: EPS: JP¥63.31 (down from JP¥75.75 in 3Q 2024). Revenue: JP¥14.0b (up 14% from 3Q 2024). Net income: JP¥1.56b (down 16% from 3Q 2024). Profit margin: 11% (down from 15% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.New Risk • May 11New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Paying a dividend despite having no free cash flows.분석 기사 • May 07The Market Lifts Furuya Metal Co., Ltd. (TSE:7826) Shares 25% But It Can Do MoreThose holding Furuya Metal Co., Ltd. ( TSE:7826 ) shares would be relieved that the share price has rebounded 25% in...New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.6% average weekly change).Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,327, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 20% over the past three years.분석 기사 • Apr 03There Are Reasons To Feel Uneasy About Furuya Metal's (TSE:7826) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...공시 • Mar 04Furuya Metal Co., Ltd. to Report Q3, 2025 Results on May 09, 2025Furuya Metal Co., Ltd. announced that they will report Q3, 2025 results on May 09, 2025분석 기사 • Feb 11Here's What Analysts Are Forecasting For Furuya Metal Co., Ltd. (TSE:7826) After Its Half-Yearly ResultsThe interim results for Furuya Metal Co., Ltd. ( TSE:7826 ) were released last week, making it a good time to revisit...Declared Dividend • Feb 10Dividend of JP¥96.00 announcedShareholders will receive a dividend of JP¥96.00. Ex-date: 27th June 2025 Payment date: 12th September 2025 Dividend yield will be 3.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (76% earnings payout ratio) but not covered by cash flows (218% cash payout ratio). The dividend has increased by an average of 22% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 08Second quarter 2025 earnings released: EPS: JP¥92.28 (vs JP¥70.95 in 2Q 2024)Second quarter 2025 results: EPS: JP¥92.28 (up from JP¥70.95 in 2Q 2024). Revenue: JP¥12.9b (up 18% from 2Q 2024). Net income: JP¥2.27b (up 46% from 2Q 2024). Profit margin: 18% (up from 14% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.공시 • Dec 03Furuya Metal Co., Ltd. to Report Q2, 2025 Results on Feb 07, 2025Furuya Metal Co., Ltd. announced that they will report Q2, 2025 results on Feb 07, 2025Reported Earnings • Nov 09First quarter 2025 earnings released: EPS: JP¥66.26 (vs JP¥68.33 in 1Q 2024)First quarter 2025 results: EPS: JP¥66.26. Revenue: JP¥13.9b (up 37% from 1Q 2024). Net income: JP¥1.63b (up 14% from 1Q 2024). Profit margin: 12% (down from 14% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Japan.분석 기사 • Oct 03Furuya Metal's (TSE:7826) Shareholders Have More To Worry About Than Only Soft EarningsThe subdued market reaction suggests that Furuya Metal Co., Ltd.'s ( TSE:7826 ) recent earnings didn't contain any...분석 기사 • Sep 26Unpleasant Surprises Could Be In Store For Furuya Metal Co., Ltd.'s (TSE:7826) SharesIt's not a stretch to say that Furuya Metal Co., Ltd.'s ( TSE:7826 ) price-to-earnings (or "P/E") ratio of 13.3x right...분석 기사 • Sep 11There Are Reasons To Feel Uneasy About Furuya Metal's (TSE:7826) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...공시 • Aug 28Furuya Metal Co., Ltd. to Report Q1, 2025 Results on Nov 07, 2024Furuya Metal Co., Ltd. announced that they will report Q1, 2025 results on Nov 07, 2024공시 • Aug 07Furuya Metal Co., Ltd., Annual General Meeting, Sep 26, 2024Furuya Metal Co., Ltd., Annual General Meeting, Sep 26, 2024.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥3,380, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Semiconductor industry in Japan. Total returns to shareholders of 72% over the past three years.New Risk • Jul 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.3% average weekly change). Shareholders have been diluted in the past year (17% increase in shares outstanding).Upcoming Dividend • Jun 20Upcoming dividend of JP¥256 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 11 September 2024. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.1%).분석 기사 • Jun 07Furuya Metal (TSE:7826) Is Increasing Its Dividend To ¥256.00The board of Furuya Metal Co., Ltd. ( TSE:7826 ) has announced that it will be paying its dividend of ¥256.00 on the...공시 • Jun 06Furuya Metal Co., Ltd. to Report Fiscal Year 2024 Results on Aug 07, 2024Furuya Metal Co., Ltd. announced that they will report fiscal year 2024 results on Aug 07, 2024Price Target Changed • Jun 05Price target increased by 7.4% to JP¥15,933Up from JP¥14,833, the current price target is an average from 3 analysts. New target price is 25% above last closing price of JP¥12,790. Stock is up 29% over the past year. The company is forecast to post earnings per share of JP¥875 for next year compared to JP¥1,348 last year.분석 기사 • May 22Things Look Grim For Furuya Metal Co., Ltd. (TSE:7826) After Today's DowngradeMarket forces rained on the parade of Furuya Metal Co., Ltd. ( TSE:7826 ) shareholders today, when the analysts...Reported Earnings • May 12Third quarter 2024 earnings released: EPS: JP¥227 (vs JP¥292 in 3Q 2023)Third quarter 2024 results: EPS: JP¥227 (down from JP¥292 in 3Q 2023). Revenue: JP¥12.2b (down 1.7% from 3Q 2023). Net income: JP¥1.86b (down 9.0% from 3Q 2023). Profit margin: 15% (down from 16% in 3Q 2023). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.분석 기사 • Feb 27Furuya Metal's (TSE:7826) Upcoming Dividend Will Be Larger Than Last Year'sFuruya Metal Co., Ltd. ( TSE:7826 ) has announced that it will be increasing its dividend from last year's comparable...공시 • Feb 24Furuya Metal Co., Ltd. to Report Q3, 2024 Results on May 10, 2024Furuya Metal Co., Ltd. announced that they will report Q3, 2024 results on May 10, 2024Major Estimate Revision • Feb 16Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥53.2b to JP¥50.7b. EPS estimate also fell from JP¥1,051 per share to JP¥880 per share. Net income forecast to grow 22% next year vs 12% growth forecast for Semiconductor industry in Japan. Consensus price target of JP¥15,400 unchanged from last update. Share price rose 4.6% to JP¥9,740 over the past week.Declared Dividend • Feb 11Dividend of JP¥256 announcedShareholders will receive a dividend of JP¥256. Ex-date: 27th June 2024 Payment date: 11th September 2024 Dividend yield will be 2.7%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 24% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 77% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 10Second quarter 2024 earnings released: EPS: JP¥213 (vs JP¥295 in 2Q 2023)Second quarter 2024 results: EPS: JP¥213 (down from JP¥295 in 2Q 2023). Revenue: JP¥11.0b (flat on 2Q 2023). Net income: JP¥1.55b (down 25% from 2Q 2023). Profit margin: 14% (down from 19% in 2Q 2023). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.New Risk • Dec 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 15% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (15% increase in shares outstanding).공시 • Dec 02Furuya Metal Co., Ltd. to Report Q2, 2024 Results on Feb 09, 2024Furuya Metal Co., Ltd. announced that they will report Q2, 2024 results on Feb 09, 2024Reported Earnings • Nov 08First quarter 2024 earnings released: EPS: JP¥205 (vs JP¥422 in 1Q 2023)First quarter 2024 results: EPS: JP¥205 (down from JP¥422 in 1Q 2023). Revenue: JP¥10.1b (down 23% from 1Q 2023). Net income: JP¥1.43b (down 51% from 1Q 2023). Profit margin: 14% (down from 22% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 21% per year.공시 • Aug 10Furuya Metal Co., Ltd., Annual General Meeting, Sep 26, 2023Furuya Metal Co., Ltd., Annual General Meeting, Sep 26, 2023.Reported Earnings • Aug 10Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: JP¥1,347 (up from JP¥1,311 in FY 2022). Revenue: JP¥48.1b (up 6.2% from FY 2022). Net income: JP¥9.41b (up 2.9% from FY 2022). Profit margin: 20% (in line with FY 2022). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Aug 09Consensus EPS estimates fall by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥54.6b to JP¥53.6b. EPS estimate also fell from JP¥1,465 per share to JP¥1,085 per share. Net income forecast to shrink 15% next year vs 6.2% decline forecast for Semiconductor industry in Japan. Consensus price target up from JP¥15,433 to JP¥15,933. Share price fell 11% to JP¥9,410 over the past week.Buying Opportunity • Jun 27Now 23% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be JP¥14,375, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 41%. Revenue is forecast to grow by 23% in 2 years. Earnings is forecast to grow by 20% in the next 2 years.Upcoming Dividend • Jun 22Upcoming dividend of JP¥255 per share at 2.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 12 September 2023. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).공시 • Jun 03Furuya Metal Co., Ltd. to Report Fiscal Year 2023 Results on Aug 08, 2023Furuya Metal Co., Ltd. announced that they will report fiscal year 2023 results on Aug 08, 2023Reported Earnings • May 14Third quarter 2023 earnings released: EPS: JP¥292 (vs JP¥278 in 3Q 2022)Third quarter 2023 results: EPS: JP¥292 (up from JP¥278 in 3Q 2022). Revenue: JP¥12.4b (up 17% from 3Q 2022). Net income: JP¥2.04b (up 5.2% from 3Q 2022). Profit margin: 16% (down from 18% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 10Second quarter 2023 earnings released: EPS: JP¥295 (vs JP¥266 in 2Q 2022)Second quarter 2023 results: EPS: JP¥295 (up from JP¥266 in 2Q 2022). Revenue: JP¥11.1b (up 20% from 2Q 2022). Net income: JP¥2.06b (up 11% from 2Q 2022). Profit margin: 19% (down from 20% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.공시 • Dec 01Furuya Metal Co., Ltd. to Report Q2, 2023 Results on Feb 08, 2023Furuya Metal Co., Ltd. announced that they will report Q2, 2023 results on Feb 08, 2023Reported Earnings • Nov 16First quarter 2023 earnings released: EPS: JP¥422 (vs JP¥422 in 1Q 2022)First quarter 2023 results: EPS: JP¥422. Revenue: JP¥13.2b (up 11% from 1Q 2022). Net income: JP¥2.94b (flat on 1Q 2022). Profit margin: 22% (down from 25% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Semiconductor industry in Japan.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 11 non-independent directors. Director Kleantha Pillay was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 09First quarter 2023 earnings released: EPS: JP¥422 (vs JP¥422 in 1Q 2022)First quarter 2023 results: EPS: JP¥422. Revenue: JP¥13.2b (up 11% from 1Q 2022). Net income: JP¥2.94b (flat on 1Q 2022). Profit margin: 22% (down from 25% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Semiconductor industry in Japan.공시 • Sep 01Furuya Metal Co., Ltd. to Report Q1, 2023 Results on Nov 07, 2022Furuya Metal Co., Ltd. announced that they will report Q1, 2023 results on Nov 07, 2022Major Estimate Revision • Aug 15Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥1,294 to JP¥1,424. Revenue forecast steady at JP¥46.5b. Net income forecast to grow 9.1% next year vs 6.5% growth forecast for Semiconductor industry in Japan. Consensus price target down from JP¥15,000 to JP¥14,575. Share price rose 12% to JP¥9,900 over the past week.Reported Earnings • Aug 09Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥1,311 (up from JP¥1,027 in FY 2021). Revenue: JP¥45.3b (up 34% from FY 2021). Net income: JP¥9.14b (up 33% from FY 2021). Profit margin: 20% (in line with FY 2021). Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Over the next year, revenue is forecast to grow 2.6%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 22Upcoming dividend of JP¥150 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 8.7% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.5%).공시 • Jun 03Furuya Metal Co., Ltd. to Report Fiscal Year 2022 Results on Aug 08, 2022Furuya Metal Co., Ltd. announced that they will report fiscal year 2022 results on Aug 08, 2022Reported Earnings • May 13Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥278 (down from JP¥399 in 3Q 2021). Revenue: JP¥10.7b (down 6.8% from 3Q 2021). Net income: JP¥1.94b (down 30% from 3Q 2021). Profit margin: 18% (down from 24% in 3Q 2021). Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Over the next year, revenue is forecast to grow 3.0%, compared to a 23% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 8 non-independent directors. Independent Outside Director Hiroe Fukushima was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Apr 08Furuya Metal Co., Ltd. to Report Q3, 2022 Results on May 11, 2022Furuya Metal Co., Ltd. announced that they will report Q3, 2022 results on May 11, 2022Reported Earnings • Feb 09Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: JP¥266 (up from JP¥87.71 in 2Q 2021). Revenue: JP¥9.26b (up 45% from 2Q 2021). Net income: JP¥1.86b (up 204% from 2Q 2021). Profit margin: 20% (up from 9.6% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.0%. Earnings per share (EPS) exceeded analyst estimates by 40%. Over the next year, revenue is forecast to grow 1.9%, compared to a 23% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥11,610, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Semiconductor industry in Japan. Total returns to shareholders of 142% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥22,639 per share.Reported Earnings • Nov 07First quarter 2022 earnings released: EPS JP¥422 (vs JP¥98.02 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥11.8b (up 142% from 1Q 2021). Net income: JP¥2.94b (up 405% from 1Q 2021). Profit margin: 25% (up from 12% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥9,280, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Semiconductor industry in Japan. Total returns to shareholders of 59% over the past three years.Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥7,960, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Semiconductor industry in Japan. Total returns to shareholders of 22% over the past three years.Major Estimate Revision • Aug 13Consensus EPS estimates increase to JP¥1,148The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥39.5b to JP¥43.0b. EPS estimate increased from JP¥1,033 to JP¥1,148 per share. Net income forecast to grow 16% next year vs 31% growth forecast for Semiconductor industry in Japan. Consensus price target up from JP¥11,000 to JP¥12,000. Share price rose 29% to JP¥8,150 over the past week.Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improved over the past weekAfter last week's 29% share price gain to JP¥8,150, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Semiconductor industry in Japan. Total returns to shareholders of 65% over the past three years.Reported Earnings • Aug 09Full year 2021 earnings released: EPS JP¥1,027 (vs JP¥435 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥33.8b (up 48% from FY 2020). Net income: JP¥6.89b (up 172% from FY 2020). Profit margin: 20% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 22Upcoming dividend of JP¥130 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 29 September 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.1%). Lower than average of industry peers (1.6%).Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to JP¥7,590, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 18x in the Semiconductor industry in Japan. Total returns to shareholders of 61% over the past three years.매출 및 비용 세부 내역Furuya Metal가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:7826 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 2691,30112,7055,076031 Dec 2574,4577,5854,755030 Sep 2566,6817,1694,691030 Jun 2557,3796,4684,650031 Mar 2554,9768,0174,859031 Dec 2453,2258,3194,800030 Sep 2451,2987,6064,935030 Jun 2447,5277,4104,856031 Mar 2444,7617,2054,438031 Dec 2344,9697,3894,390030 Sep 2345,0427,8954,022030 Jun 2348,1159,4063,895031 Mar 2350,2809,4463,380031 Dec 2248,4899,3453,217030 Sep 2246,6759,1433,171030 Jun 2245,3219,1423,096031 Mar 2242,8959,6583,506031 Dec 2143,66810,4943,520030 Sep 2140,7949,2473,359030 Jun 2133,8406,8893,236031 Mar 2129,0404,6532,633031 Dec 2024,7492,6242,449030 Sep 2023,4832,5932,440030 Jun 2022,8262,5342,391031 Mar 2020,7742,1232,331031 Dec 1919,7002,0492,300030 Sep 1919,9792,3562,315030 Jun 1921,4512,7092,264031 Mar 1922,0763,0502,113031 Dec 1821,8383,1482,151030 Sep 1821,8912,7772,121030 Jun 1821,2012,3752,1360양질의 수익: 7826는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 7826의 현재 순 이익률 (13.9%)은 지난해 (14.6%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 7826의 수익은 지난 5년 동안 연평균 0.6% 증가했습니다.성장 가속화: 지난 1년간 7826 의 수익 증가율(58.5%)은 연간 평균(0.6%)을 초과합니다.수익 대 산업: 7826의 지난 1년 수익 증가율(58.5%)은 Electronic 업계의 13.7%를 상회했습니다.자기자본이익률높은 ROE: 7826의 자본 수익률(17.1%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/23 10:42종가2026/05/22 00:00수익2026/03/31연간 수익2025/06/30데이터 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Furuya Metal Co., Ltd.는 6명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kazue YanagisawaCLSAMitsuhiro OsawaIchiyoshi Research Institute Inc.Eiji TomaruMizuho Securities Co., Ltd.3명의 분석가 더 보기
Reported Earnings • May 15Third quarter 2026 earnings released: EPS: JP¥271 (vs JP¥63.31 in 3Q 2025)Third quarter 2026 results: EPS: JP¥271 (up from JP¥63.31 in 3Q 2025). Revenue: JP¥30.8b (up 120% from 3Q 2025). Net income: JP¥6.68b (up 329% from 3Q 2025). Profit margin: 22% (up from 11% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is expected to decline by 2.8% p.a. on average during the next 3 years, while revenues in the Electronic industry in Japan are expected to grow by 7.9%. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 45% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 07Second quarter 2026 earnings released: EPS: JP¥109 (vs JP¥92.28 in 2Q 2025)Second quarter 2026 results: EPS: JP¥109 (up from JP¥92.28 in 2Q 2025). Revenue: JP¥20.7b (up 60% from 2Q 2025). Net income: JP¥2.68b (up 18% from 2Q 2025). Profit margin: 13% (down from 18% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Electronic industry in Japan are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
공시 • Dec 02Furuya Metal Co., Ltd. to Report Q2, 2026 Results on Feb 06, 2026Furuya Metal Co., Ltd. announced that they will report Q2, 2026 results on Feb 06, 2026
Reported Earnings • Nov 08First quarter 2026 earnings released: EPS: JP¥94.73 (vs JP¥66.26 in 1Q 2025)First quarter 2026 results: EPS: JP¥94.73 (up from JP¥66.26 in 1Q 2025). Revenue: JP¥23.2b (up 67% from 1Q 2025). Net income: JP¥2.33b (up 43% from 1Q 2025). Profit margin: 10.0% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
분석 기사 • Oct 04Furuya Metal's (TSE:7826) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern Furuya Metal Co., Ltd.'s ( TSE:7826 ) shareholders over the last week. Our...
공시 • Sep 02Furuya Metal Co., Ltd. to Report Q1, 2026 Results on Nov 06, 2025Furuya Metal Co., Ltd. announced that they will report Q1, 2026 results on Nov 06, 2025
분석 기사 • May 17Revenue Beat: Furuya Metal Co., Ltd. Exceeded Revenue Forecasts By 55% And Analysts Are Updating Their EstimatesIt's been a pretty great week for Furuya Metal Co., Ltd. ( TSE:7826 ) shareholders, with its shares surging 19% to...
New Risk • May 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings are forecast to decline by an average of 1.5% per year for the foreseeable future.
Reported Earnings • May 15Third quarter 2026 earnings released: EPS: JP¥271 (vs JP¥63.31 in 3Q 2025)Third quarter 2026 results: EPS: JP¥271 (up from JP¥63.31 in 3Q 2025). Revenue: JP¥30.8b (up 120% from 3Q 2025). Net income: JP¥6.68b (up 329% from 3Q 2025). Profit margin: 22% (up from 11% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is expected to decline by 2.8% p.a. on average during the next 3 years, while revenues in the Electronic industry in Japan are expected to grow by 7.9%. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 45% per year, which means it is well ahead of earnings.
Major Estimate Revision • May 14Consensus EPS estimates increase by 35%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥89.2b to JP¥96.0b. EPS estimate increased from JP¥454 to JP¥615 per share. Net income forecast to grow 83% next year vs 9.8% growth forecast for Electronic industry in Japan. Consensus price target up from JP¥8,400 to JP¥10,000. Share price rose 33% to JP¥10,630 over the past week.
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥8,500, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 205% over the past three years.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥7,580, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 165% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,635 per share.
Major Estimate Revision • Mar 28Consensus EPS estimates increase by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥81.3b to JP¥89.2b. EPS estimate increased from JP¥392 to JP¥454 per share. Net income forecast to grow 48% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target up from JP¥6,000 to JP¥8,400. Share price fell 9.4% to JP¥6,370 over the past week.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥6,470, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 111% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,639 per share.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 35%After last week's 35% share price gain to JP¥6,730, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 16x in the Electronic industry in Japan. Total returns to shareholders of 124% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,575 per share.
분석 기사 • Feb 09Furuya Metal (TSE:7826) Is Paying Out A Larger Dividend Than Last YearFuruya Metal Co., Ltd.'s ( TSE:7826 ) dividend will be increasing from last year's payment of the same period to...
Declared Dividend • Feb 08Dividend of JP¥120 announcedShareholders will receive a dividend of JP¥120. Ex-date: 29th June 2026 Payment date: 11th September 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (31% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 16% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 2.1% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 07Second quarter 2026 earnings released: EPS: JP¥109 (vs JP¥92.28 in 2Q 2025)Second quarter 2026 results: EPS: JP¥109 (up from JP¥92.28 in 2Q 2025). Revenue: JP¥20.7b (up 60% from 2Q 2025). Net income: JP¥2.68b (up 18% from 2Q 2025). Profit margin: 13% (down from 18% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Electronic industry in Japan are expected to grow by 6.7%. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
New Risk • Feb 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 10% Last year net profit margin: 16% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.2% average weekly change). Profit margins are more than 30% lower than last year (10% net profit margin).
New Risk • Feb 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% 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 (8.0% average weekly change). Minor Risk Paying a dividend despite having no free cash flows.
Buy Or Sell Opportunity • Feb 03Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 54% to JP¥4,240. The fair value is estimated to be JP¥3,349, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to grow by 0.8% per annum. Earnings are also forecast to grow by 4.2% per annum over the same time period.
분석 기사 • Jan 15Furuya Metal Co., Ltd. (TSE:7826) Stock Rockets 30% As Investors Are Less Pessimistic Than ExpectedDespite an already strong run, Furuya Metal Co., Ltd. ( TSE:7826 ) shares have been powering on, with a gain of 30% in...
Buy Or Sell Opportunity • Jan 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 43% to JP¥4,045. The fair value is estimated to be JP¥3,336, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to grow by 0.8% per annum. Earnings are also forecast to grow by 4.2% per annum over the same time period.
Price Target Changed • Dec 31Price target increased by 7.3% to JP¥4,150Up from JP¥3,867, the current price target is an average from 2 analysts. New target price is 18% above last closing price of JP¥3,515. Stock is down 3.0% over the past year. The company is forecast to post earnings per share of JP¥297 for next year compared to JP¥263 last year.
공시 • Dec 02Furuya Metal Co., Ltd. to Report Q2, 2026 Results on Feb 06, 2026Furuya Metal Co., Ltd. announced that they will report Q2, 2026 results on Feb 06, 2026
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 24%After last week's 24% share price gain to JP¥3,420, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Electronic industry in Japan. Total returns to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,241 per share.
Buy Or Sell Opportunity • Nov 12Now 21% undervaluedOver the last 90 days, the stock has risen 49% to JP¥3,375. The fair value is estimated to be JP¥4,248, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings are forecast to grow by 2.1% per annum over the same time period.
분석 기사 • Nov 08Furuya Metal Co., Ltd. Just Beat Revenue Estimates By 73%Investors in Furuya Metal Co., Ltd. ( TSE:7826 ) had a good week, as its shares rose 8.7% to close at JP¥3,100...
Reported Earnings • Nov 08First quarter 2026 earnings released: EPS: JP¥94.73 (vs JP¥66.26 in 1Q 2025)First quarter 2026 results: EPS: JP¥94.73 (up from JP¥66.26 in 1Q 2025). Revenue: JP¥23.2b (up 67% from 1Q 2025). Net income: JP¥2.33b (up 43% from 1Q 2025). Profit margin: 10.0% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Price Target Changed • Nov 07Price target decreased by 14% to JP¥3,867Down from JP¥4,500, the current price target is an average from 3 analysts. New target price is 25% above last closing price of JP¥3,095. Stock is down 17% over the past year. The company is forecast to post earnings per share of JP¥260 for next year compared to JP¥263 last year.
Buy Or Sell Opportunity • Oct 17Now 23% undervaluedOver the last 90 days, the stock has risen 15% to JP¥2,833. The fair value is estimated to be JP¥3,691, 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 declined by 16%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 6.0% per annum over the same time period.
분석 기사 • Oct 04Furuya Metal's (TSE:7826) Soft Earnings Are Actually Better Than They AppearSoft earnings didn't appear to concern Furuya Metal Co., Ltd.'s ( TSE:7826 ) shareholders over the last week. Our...
분석 기사 • Sep 16Furuya Metal Co., Ltd.'s (TSE:7826) Price Is Right But Growth Is Lacking After Shares Rocket 31%Furuya Metal Co., Ltd. ( TSE:7826 ) shares have had a really impressive month, gaining 31% after a shaky period...
Major Estimate Revision • Sep 13Consensus EPS estimates fall by 27%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from JP¥51.6b to JP¥54.5b. EPS estimate fell from JP¥321 to JP¥235 per share. Net income forecast to shrink 11% next year vs 16% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥4,633 to JP¥4,500. Share price rose 3.7% to JP¥2,818 over the past week.
공시 • Sep 02Furuya Metal Co., Ltd. to Report Q1, 2026 Results on Nov 06, 2025Furuya Metal Co., Ltd. announced that they will report Q1, 2026 results on Nov 06, 2025
분석 기사 • Aug 09Returns On Capital At Furuya Metal (TSE:7826) Have StalledTSE:7826 1 Year Share Price vs Fair Value Explore Furuya Metal's Fair Values from the Community and select yours There...
Reported Earnings • Aug 08Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥263 (down from JP¥322 in FY 2024). Revenue: JP¥57.4b (up 21% from FY 2024). Net income: JP¥6.47b (down 13% from FY 2024). Profit margin: 11% (down from 16% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 11% per year.
공시 • Aug 07Furuya Metal Co., Ltd., Annual General Meeting, Sep 25, 2025Furuya Metal Co., Ltd., Annual General Meeting, Sep 25, 2025.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥96.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 12 September 2025. Payout ratio is on the higher end at 78% but the company is not cash flow positive. Trailing yield: 3.8%. Lower than top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (1.9%).
공시 • Jun 05Furuya Metal Co., Ltd. to Report Fiscal Year 2025 Results on Aug 07, 2025Furuya Metal Co., Ltd. announced that they will report fiscal year 2025 results on Aug 07, 2025
Major Estimate Revision • May 16Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥353 to JP¥305. Revenue forecast unchanged from JP¥55.2b at last update. Net income forecast to grow 9.8% next year vs 10% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥5,333 to JP¥4,900. Share price rose 2.1% to JP¥2,619 over the past week.
Price Target Changed • May 14Price target decreased by 8.1% to JP¥4,900Down from JP¥5,333, the current price target is an average from 3 analysts. New target price is 84% above last closing price of JP¥2,661. Stock is down 31% over the past year. The company is forecast to post earnings per share of JP¥305 for next year compared to JP¥322 last year.
Reported Earnings • May 11Third quarter 2025 earnings released: EPS: JP¥63.31 (vs JP¥75.75 in 3Q 2024)Third quarter 2025 results: EPS: JP¥63.31 (down from JP¥75.75 in 3Q 2024). Revenue: JP¥14.0b (up 14% from 3Q 2024). Net income: JP¥1.56b (down 16% from 3Q 2024). Profit margin: 11% (down from 15% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
New Risk • May 11New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Paying a dividend despite having no free cash flows.
분석 기사 • May 07The Market Lifts Furuya Metal Co., Ltd. (TSE:7826) Shares 25% But It Can Do MoreThose holding Furuya Metal Co., Ltd. ( TSE:7826 ) shares would be relieved that the share price has rebounded 25% in...
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.6% average weekly change).
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,327, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 20% over the past three years.
분석 기사 • Apr 03There Are Reasons To Feel Uneasy About Furuya Metal's (TSE:7826) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
공시 • Mar 04Furuya Metal Co., Ltd. to Report Q3, 2025 Results on May 09, 2025Furuya Metal Co., Ltd. announced that they will report Q3, 2025 results on May 09, 2025
분석 기사 • Feb 11Here's What Analysts Are Forecasting For Furuya Metal Co., Ltd. (TSE:7826) After Its Half-Yearly ResultsThe interim results for Furuya Metal Co., Ltd. ( TSE:7826 ) were released last week, making it a good time to revisit...
Declared Dividend • Feb 10Dividend of JP¥96.00 announcedShareholders will receive a dividend of JP¥96.00. Ex-date: 27th June 2025 Payment date: 12th September 2025 Dividend yield will be 3.0%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (76% earnings payout ratio) but not covered by cash flows (218% cash payout ratio). The dividend has increased by an average of 22% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 08Second quarter 2025 earnings released: EPS: JP¥92.28 (vs JP¥70.95 in 2Q 2024)Second quarter 2025 results: EPS: JP¥92.28 (up from JP¥70.95 in 2Q 2024). Revenue: JP¥12.9b (up 18% from 2Q 2024). Net income: JP¥2.27b (up 46% from 2Q 2024). Profit margin: 18% (up from 14% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
공시 • Dec 03Furuya Metal Co., Ltd. to Report Q2, 2025 Results on Feb 07, 2025Furuya Metal Co., Ltd. announced that they will report Q2, 2025 results on Feb 07, 2025
Reported Earnings • Nov 09First quarter 2025 earnings released: EPS: JP¥66.26 (vs JP¥68.33 in 1Q 2024)First quarter 2025 results: EPS: JP¥66.26. Revenue: JP¥13.9b (up 37% from 1Q 2024). Net income: JP¥1.63b (up 14% from 1Q 2024). Profit margin: 12% (down from 14% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Japan.
분석 기사 • Oct 03Furuya Metal's (TSE:7826) Shareholders Have More To Worry About Than Only Soft EarningsThe subdued market reaction suggests that Furuya Metal Co., Ltd.'s ( TSE:7826 ) recent earnings didn't contain any...
분석 기사 • Sep 26Unpleasant Surprises Could Be In Store For Furuya Metal Co., Ltd.'s (TSE:7826) SharesIt's not a stretch to say that Furuya Metal Co., Ltd.'s ( TSE:7826 ) price-to-earnings (or "P/E") ratio of 13.3x right...
분석 기사 • Sep 11There Are Reasons To Feel Uneasy About Furuya Metal's (TSE:7826) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
공시 • Aug 28Furuya Metal Co., Ltd. to Report Q1, 2025 Results on Nov 07, 2024Furuya Metal Co., Ltd. announced that they will report Q1, 2025 results on Nov 07, 2024
공시 • Aug 07Furuya Metal Co., Ltd., Annual General Meeting, Sep 26, 2024Furuya Metal Co., Ltd., Annual General Meeting, Sep 26, 2024.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥3,380, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Semiconductor industry in Japan. Total returns to shareholders of 72% over the past three years.
New Risk • Jul 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.3% average weekly change). Shareholders have been diluted in the past year (17% increase in shares outstanding).
Upcoming Dividend • Jun 20Upcoming dividend of JP¥256 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 11 September 2024. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.1%).
분석 기사 • Jun 07Furuya Metal (TSE:7826) Is Increasing Its Dividend To ¥256.00The board of Furuya Metal Co., Ltd. ( TSE:7826 ) has announced that it will be paying its dividend of ¥256.00 on the...
공시 • Jun 06Furuya Metal Co., Ltd. to Report Fiscal Year 2024 Results on Aug 07, 2024Furuya Metal Co., Ltd. announced that they will report fiscal year 2024 results on Aug 07, 2024
Price Target Changed • Jun 05Price target increased by 7.4% to JP¥15,933Up from JP¥14,833, the current price target is an average from 3 analysts. New target price is 25% above last closing price of JP¥12,790. Stock is up 29% over the past year. The company is forecast to post earnings per share of JP¥875 for next year compared to JP¥1,348 last year.
분석 기사 • May 22Things Look Grim For Furuya Metal Co., Ltd. (TSE:7826) After Today's DowngradeMarket forces rained on the parade of Furuya Metal Co., Ltd. ( TSE:7826 ) shareholders today, when the analysts...
Reported Earnings • May 12Third quarter 2024 earnings released: EPS: JP¥227 (vs JP¥292 in 3Q 2023)Third quarter 2024 results: EPS: JP¥227 (down from JP¥292 in 3Q 2023). Revenue: JP¥12.2b (down 1.7% from 3Q 2023). Net income: JP¥1.86b (down 9.0% from 3Q 2023). Profit margin: 15% (down from 16% in 3Q 2023). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
분석 기사 • Feb 27Furuya Metal's (TSE:7826) Upcoming Dividend Will Be Larger Than Last Year'sFuruya Metal Co., Ltd. ( TSE:7826 ) has announced that it will be increasing its dividend from last year's comparable...
공시 • Feb 24Furuya Metal Co., Ltd. to Report Q3, 2024 Results on May 10, 2024Furuya Metal Co., Ltd. announced that they will report Q3, 2024 results on May 10, 2024
Major Estimate Revision • Feb 16Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥53.2b to JP¥50.7b. EPS estimate also fell from JP¥1,051 per share to JP¥880 per share. Net income forecast to grow 22% next year vs 12% growth forecast for Semiconductor industry in Japan. Consensus price target of JP¥15,400 unchanged from last update. Share price rose 4.6% to JP¥9,740 over the past week.
Declared Dividend • Feb 11Dividend of JP¥256 announcedShareholders will receive a dividend of JP¥256. Ex-date: 27th June 2024 Payment date: 11th September 2024 Dividend yield will be 2.7%, which is higher than the industry average of 1.0%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 24% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 77% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 10Second quarter 2024 earnings released: EPS: JP¥213 (vs JP¥295 in 2Q 2023)Second quarter 2024 results: EPS: JP¥213 (down from JP¥295 in 2Q 2023). Revenue: JP¥11.0b (flat on 2Q 2023). Net income: JP¥1.55b (down 25% from 2Q 2023). Profit margin: 14% (down from 19% in 2Q 2023). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 13% per year.
New Risk • Dec 09New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 15% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (15% increase in shares outstanding).
공시 • Dec 02Furuya Metal Co., Ltd. to Report Q2, 2024 Results on Feb 09, 2024Furuya Metal Co., Ltd. announced that they will report Q2, 2024 results on Feb 09, 2024
Reported Earnings • Nov 08First quarter 2024 earnings released: EPS: JP¥205 (vs JP¥422 in 1Q 2023)First quarter 2024 results: EPS: JP¥205 (down from JP¥422 in 1Q 2023). Revenue: JP¥10.1b (down 23% from 1Q 2023). Net income: JP¥1.43b (down 51% from 1Q 2023). Profit margin: 14% (down from 22% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 21% per year.
공시 • Aug 10Furuya Metal Co., Ltd., Annual General Meeting, Sep 26, 2023Furuya Metal Co., Ltd., Annual General Meeting, Sep 26, 2023.
Reported Earnings • Aug 10Full year 2023 earnings: EPS in line with analyst expectations despite revenue beatFull year 2023 results: EPS: JP¥1,347 (up from JP¥1,311 in FY 2022). Revenue: JP¥48.1b (up 6.2% from FY 2022). Net income: JP¥9.41b (up 2.9% from FY 2022). Profit margin: 20% (in line with FY 2022). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Aug 09Consensus EPS estimates fall by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥54.6b to JP¥53.6b. EPS estimate also fell from JP¥1,465 per share to JP¥1,085 per share. Net income forecast to shrink 15% next year vs 6.2% decline forecast for Semiconductor industry in Japan. Consensus price target up from JP¥15,433 to JP¥15,933. Share price fell 11% to JP¥9,410 over the past week.
Buying Opportunity • Jun 27Now 23% undervaluedOver the last 90 days, the stock is up 22%. The fair value is estimated to be JP¥14,375, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 41%. Revenue is forecast to grow by 23% in 2 years. Earnings is forecast to grow by 20% in the next 2 years.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥255 per share at 2.1% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 12 September 2023. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.4%).
공시 • Jun 03Furuya Metal Co., Ltd. to Report Fiscal Year 2023 Results on Aug 08, 2023Furuya Metal Co., Ltd. announced that they will report fiscal year 2023 results on Aug 08, 2023
Reported Earnings • May 14Third quarter 2023 earnings released: EPS: JP¥292 (vs JP¥278 in 3Q 2022)Third quarter 2023 results: EPS: JP¥292 (up from JP¥278 in 3Q 2022). Revenue: JP¥12.4b (up 17% from 3Q 2022). Net income: JP¥2.04b (up 5.2% from 3Q 2022). Profit margin: 16% (down from 18% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 10Second quarter 2023 earnings released: EPS: JP¥295 (vs JP¥266 in 2Q 2022)Second quarter 2023 results: EPS: JP¥295 (up from JP¥266 in 2Q 2022). Revenue: JP¥11.1b (up 20% from 2Q 2022). Net income: JP¥2.06b (up 11% from 2Q 2022). Profit margin: 19% (down from 20% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Semiconductor industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
공시 • Dec 01Furuya Metal Co., Ltd. to Report Q2, 2023 Results on Feb 08, 2023Furuya Metal Co., Ltd. announced that they will report Q2, 2023 results on Feb 08, 2023
Reported Earnings • Nov 16First quarter 2023 earnings released: EPS: JP¥422 (vs JP¥422 in 1Q 2022)First quarter 2023 results: EPS: JP¥422. Revenue: JP¥13.2b (up 11% from 1Q 2022). Net income: JP¥2.94b (flat on 1Q 2022). Profit margin: 22% (down from 25% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Semiconductor industry in Japan.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 11 non-independent directors. Director Kleantha Pillay was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 09First quarter 2023 earnings released: EPS: JP¥422 (vs JP¥422 in 1Q 2022)First quarter 2023 results: EPS: JP¥422. Revenue: JP¥13.2b (up 11% from 1Q 2022). Net income: JP¥2.94b (flat on 1Q 2022). Profit margin: 22% (down from 25% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Semiconductor industry in Japan.
공시 • Sep 01Furuya Metal Co., Ltd. to Report Q1, 2023 Results on Nov 07, 2022Furuya Metal Co., Ltd. announced that they will report Q1, 2023 results on Nov 07, 2022
Major Estimate Revision • Aug 15Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate increased from JP¥1,294 to JP¥1,424. Revenue forecast steady at JP¥46.5b. Net income forecast to grow 9.1% next year vs 6.5% growth forecast for Semiconductor industry in Japan. Consensus price target down from JP¥15,000 to JP¥14,575. Share price rose 12% to JP¥9,900 over the past week.
Reported Earnings • Aug 09Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥1,311 (up from JP¥1,027 in FY 2021). Revenue: JP¥45.3b (up 34% from FY 2021). Net income: JP¥9.14b (up 33% from FY 2021). Profit margin: 20% (in line with FY 2021). Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Over the next year, revenue is forecast to grow 2.6%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 48% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥150 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 8.7% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.5%).
공시 • Jun 03Furuya Metal Co., Ltd. to Report Fiscal Year 2022 Results on Aug 08, 2022Furuya Metal Co., Ltd. announced that they will report fiscal year 2022 results on Aug 08, 2022
Reported Earnings • May 13Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥278 (down from JP¥399 in 3Q 2021). Revenue: JP¥10.7b (down 6.8% from 3Q 2021). Net income: JP¥1.94b (down 30% from 3Q 2021). Profit margin: 18% (down from 24% in 3Q 2021). Revenue exceeded analyst estimates by 6.1%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Over the next year, revenue is forecast to grow 3.0%, compared to a 23% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 8 non-independent directors. Independent Outside Director Hiroe Fukushima was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Apr 08Furuya Metal Co., Ltd. to Report Q3, 2022 Results on May 11, 2022Furuya Metal Co., Ltd. announced that they will report Q3, 2022 results on May 11, 2022
Reported Earnings • Feb 09Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: JP¥266 (up from JP¥87.71 in 2Q 2021). Revenue: JP¥9.26b (up 45% from 2Q 2021). Net income: JP¥1.86b (up 204% from 2Q 2021). Profit margin: 20% (up from 9.6% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 9.0%. Earnings per share (EPS) exceeded analyst estimates by 40%. Over the next year, revenue is forecast to grow 1.9%, compared to a 23% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥11,610, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Semiconductor industry in Japan. Total returns to shareholders of 142% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥22,639 per share.
Reported Earnings • Nov 07First quarter 2022 earnings released: EPS JP¥422 (vs JP¥98.02 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥11.8b (up 142% from 1Q 2021). Net income: JP¥2.94b (up 405% from 1Q 2021). Profit margin: 25% (up from 12% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 19Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥9,280, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Semiconductor industry in Japan. Total returns to shareholders of 59% over the past three years.
Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥7,960, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Semiconductor industry in Japan. Total returns to shareholders of 22% over the past three years.
Major Estimate Revision • Aug 13Consensus EPS estimates increase to JP¥1,148The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥39.5b to JP¥43.0b. EPS estimate increased from JP¥1,033 to JP¥1,148 per share. Net income forecast to grow 16% next year vs 31% growth forecast for Semiconductor industry in Japan. Consensus price target up from JP¥11,000 to JP¥12,000. Share price rose 29% to JP¥8,150 over the past week.
Valuation Update With 7 Day Price Move • Aug 13Investor sentiment improved over the past weekAfter last week's 29% share price gain to JP¥8,150, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Semiconductor industry in Japan. Total returns to shareholders of 65% over the past three years.
Reported Earnings • Aug 09Full year 2021 earnings released: EPS JP¥1,027 (vs JP¥435 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥33.8b (up 48% from FY 2020). Net income: JP¥6.89b (up 172% from FY 2020). Profit margin: 20% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥130 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 29 September 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.1%). Lower than average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to JP¥7,590, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 18x in the Semiconductor industry in Japan. Total returns to shareholders of 61% over the past three years.