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AGC Inc.TSE:5201 Voorraadrapport

Marktkapitalisatie JP¥1.6t
Prijs aandeel
JP¥7.38k
JP¥7.09k
4.2% overgewaardeerd intrinsieke korting
1Y74.8%
7D2.3%
1D
Portefeuillewaarde
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AGC Inc.

TSE:5201 Voorraadrapport

Marktkapitalisatie: JP¥1.6t

5201 Community Fair Values

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AGC Inc. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor AGC
Historische aandelenkoersen
Huidige aandelenkoersJP¥7,382.00
52 Week HoogtepuntJP¥8,315.00
52 Week LaagJP¥4,180.00
Bèta0.43
1 maand verandering23.05%
3 maanden verandering31.12%
1 Jaar Verandering74.85%
3 jaar verandering40.61%
5 jaar verandering57.90%
Verandering sinds IPO23.03%

Recent nieuws en updates

Narratiefupdate Jun 06

5201: Sustainability Progress And 2026 Plan Will Support Measured Fair Share Pricing

Analysts now place AGC's price target at about ¥7,100, up from roughly ¥5,900, citing updated assumptions that include a lower discount rate, slightly higher expectations for revenue growth and profit margins, and a higher future P/E multiple. What's in the News AGC Inc.

Recent updates

Narratiefupdate Jun 06

5201: Sustainability Progress And 2026 Plan Will Support Measured Fair Share Pricing

Analysts now place AGC's price target at about ¥7,100, up from roughly ¥5,900, citing updated assumptions that include a lower discount rate, slightly higher expectations for revenue growth and profit margins, and a higher future P/E multiple. What's in the News AGC Inc.
Nieuw narratief May 24

Rising Semiconductor Dependence And Cost Pressures Will Weaken Margins Over Time

Catalysts About AGC AGC is a diversified materials company with operations in glass, electronics, chemicals and life science related businesses. What are the underlying business or industry changes driving this perspective?
Narratiefupdate Apr 24

5201: Governance Shift And 2026 Outlook Will Support Measured Fair Share Pricing

Analysts have nudged their price target for AGC to ¥5,883.75, a modest adjustment that reflects slightly updated assumptions around discount rate, revenue growth, profit margin and future P/E while keeping their overall valuation view intact. What's in the News AGC issued consolidated earnings guidance for the first half of 2026, with expected net sales of ¥1,070,000 million and operating profit of ¥60,000 million for the period ending June 30, 2026 (company guidance).
Narratiefupdate Apr 10

5201: Governance Shift And 2026 Earnings Guidance Will Support Fair Share Pricing

The analyst price target for AGC has been revised to ¥5,883.75. The modest adjustment reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E that analysts see as better aligning the valuation with current risk and return expectations.
Narratiefupdate Mar 27

5201: Governance Changes And 2026 Earnings Guidance Will Keep Shares Fairly Priced

Analysts have adjusted AGC's fair value estimate from ¥5,946.25 to ¥5,883.75. This change reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
Narratiefupdate Mar 12

5201: Governance Shift And Earnings Outlook Will Keep Shares Fairly Priced

Analysts have raised their price target on AGC from ¥5,608.75 to ¥5,946.25, citing updated assumptions related to revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News The Board of Directors meeting on February 6, 2026 resolved to propose partial amendments to the Articles of Incorporation at the March 27, 2026 Annual General Meeting of Shareholders, with the aim of transitioning AGC to a Company with Audit and Supervisory Committee (Key Developments).
Narratiefupdate Feb 24

5201: Governance Overhaul And CFO Exit Will Keep Shares Looking Expensive

The analyst price target for AGC has shifted from ¥5,540 to ¥5,608.75, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that analysts now factor into their models. What's in the News On February 6, 2026, the Board of Directors resolved to propose amendments to the Articles of Incorporation to transition AGC to a Company with Audit and Supervisory Committee, subject to approval at the 101st Annual General Meeting of Shareholders on March 27, 2026 (company announcement).
Nieuw narratief Feb 20

Semiconductor And Mobility Trends Will Support Long-Term Demand For Advanced Materials

Catalysts About AGC AGC is a global materials company with businesses in glass, chemicals, electronics and life sciences. What are the underlying business or industry changes driving this perspective?
Narratiefupdate Feb 09

5201: Governance Shift And Biologics Deals Will Leave Shares Looking Expensive

Analysts have lifted their price target on AGC from $5,327.50 to $5,540.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E as key inputs to the revised valuation. What's in the News AGC issued consolidated earnings guidance for the first half of 2026, with expected net sales of JPY 1,070,000 million and operating profit of JPY 60,000 million for the period ending June 30, 2026 (company guidance).
Narratiefupdate Jan 26

5201: Governance Changes And Biologics Partnerships Will Support Steady Long Term Outlook

Analysts have modestly adjusted their price target on AGC to $5,327.50. This reflects small tweaks to assumptions on the discount rate, long term revenue growth, profit margin, and future P/E expectations.
Narratiefupdate Jan 11

5201: Governance Shift And Biologics Partnerships Will Gradually Support Balanced Outlook

Analysts now place AGC's fair value at US$5,327.50, up modestly from US$5,302.50. This reflects slightly higher assumptions for revenue growth, profit margin and future P/E.
Narratiefupdate Dec 27

5201: Governance Overhaul And Biologics Pipeline Will Steadily Shape Future Performance

Narrative Update on Analyst Price Target Analysts have modestly lifted their price target for AGC to $5,302.50, reflecting slight improvements in the company’s discount rate assumptions and long term profitability outlook. What's in the News AGC Inc.
Narratiefupdate Dec 13

5201: Governance Shifts And Biologics Alliances Will Shape Future Performance

Analysts have modestly raised their price target on AGC to align with a fair value of $5,302.50. This reflects slightly higher assumptions for the discount rate and future earnings multiple, while keeping long term growth and margin expectations largely unchanged.
Narratiefupdate Nov 28

5201: Earnings Outlook And Executive Changes Will Shape 2025 Performance

The analyst price target for AGC has increased by $337.50 to $5,302.50, as analysts revise their valuation based on updated financial metrics and outlook. What's in the News AGC Biologics announced a partnership with Repair Biotechnologies to develop a novel mRNA therapy aimed at reducing atherosclerotic plaques, addressing a leading cause of human mortality (Key Developments).
Narratiefupdate Nov 14

5201: Revenue Stability And Leadership Shifts Will Define 2025 Outlook

Analysts have raised their price target for AGC from $4,883.75 to $4,965.00, citing modest improvements in expected revenue growth and profit margins. What's in the News AGC Inc.
Analyseartikel Nov 07

Earnings Update: AGC Inc. (TSE:5201) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Investors in AGC Inc. ( TSE:5201 ) had a good week, as its shares rose 6.4% to close at JP¥5,129 following the release...
Narratiefupdate Oct 31

5201: Panel Manufacturing Advances And Steady Metrics Will Shape Market Direction

Narrative Update on AGC: Analyst Price Target Change Analysts have maintained AGC's fair value estimate at $4,883.75, citing only minimal adjustments to key model inputs and reaffirming their previous outlook for the company. What's in the News AGC joined the 'JOINT3' consortium of 27 global companies, led by Resonac Corporation, to co-develop panel-level organic interposer technology and establish a prototype production line scheduled to begin operations in 2026 (Key Developments).
Analyseartikel Oct 22

Is AGC (TSE:5201) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Narratiefupdate Oct 17

Architectural Glass And Chemical Capacity Will Redefine Markets

Analyst Price Target for AGC Adjusted Slightly Amid Unchanged Fair Value Outlook Analysts have made a marginal downward revision to AGC's price target, now set at $4,883.75. This adjustment comes in response to minimal changes in the company’s underlying growth assumptions and profitability metrics.
Narratiefupdate Oct 03

Architectural Glass And Chemical Capacity Will Redefine Markets

Analysts have raised AGC's price target from $4,758.75 to $4,883.75, citing minor adjustments to their growth and profitability assumptions that have led to a slightly higher valuation. What's in the News Resonac Corporation established the ‘JOINT3’ consortium with 26 other global leaders, including AGC, to develop advanced panel-level organic interposer technology for next-generation semiconductor packaging.
Analyseartikel Sep 02

AGC's (TSE:5201) Returns On Capital Are Heading Higher

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Narratiefupdate Aug 28

Architectural Glass And Chemical Capacity Will Redefine Markets

With no change in AGC’s consensus analyst price target, discount rate, or future P/E, analysts have maintained their fair value estimate at ¥4759. What's in the News AGC revised down full-year guidance citing production issues in biopharmaceuticals CDMO, lower PVC prices, semiconductor-related product weakness, and impairment losses from structural reforms in Colorado, reducing net sales, operating profit, and profit forecasts.
Analyseartikel Aug 11

AGC's (TSE:5201) Earnings Offer More Than Meets The Eye

AGC Inc.'s ( TSE:5201 ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...
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Nieuw narratief Aug 03

Architectural Glass And Chemical Capacity Will Redefine Markets

Advancements in product offerings, manufacturing expansion, and strategic exits are set to improve AGC's margins, profitability, and growth capacity across core business segments.
Analyseartikel Jul 18

Is AGC (TSE:5201) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Jun 25

AGC (TSE:5201) Has Affirmed Its Dividend Of ¥105.00

AGC Inc.'s ( TSE:5201 ) investors are due to receive a payment of ¥105.00 per share on 8th of September. This makes the...

Rendement voor aandeelhouders

5201JP BuildingJP Markt
7D2.3%-2.9%-1.4%
1Y74.8%40.5%41.1%

Rendement versus industrie: 5201 overtrof de JP Building industrie, die het afgelopen jaar een rendement 40.5 % opleverde.

Rendement versus markt: 5201 overtrof de JP markt, die het afgelopen jaar een rendement opleverde van 41.1 %.

Prijsvolatiliteit

Is 5201's price volatile compared to industry and market?
5201 volatility
5201 Average Weekly Movement7.0%
Building Industry Average Movement4.0%
Market Average Movement4.6%
10% most volatile stocks in JP Market9.3%
10% least volatile stocks in JP Market2.4%

Stabiele aandelenkoers: De aandelenkoers van 5201 is de afgelopen 3 maanden volatiel geweest in vergelijking met de JP markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 7% ) van 5201 is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen JP.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
190752,896Yoshinori Hiraiwww.agc.com

AGC Inc. produceert en verkoopt wereldwijd glas, elektronica, chemicaliën, auto's en keramiek. Het bedrijf levert architecturaal glas, waaronder isolatieglas, gelaagd glas, draadglas, gehard glas, zonwerend glas, geluidsisolerend glas, decoratief glas, floatglas, figuurglas en industrieel glas; structurele beglazingssystemen; en autoglas, zoals gelaagd glas, gehard glas en privacyglas, evenals geïntegreerde glasantennes en module assemblageruiten. Het bedrijf levert glassubstraten voor dunnefilm-transistor vloeibaarkristalschermen en OLED's; synthetisch gesmolten silicaglas, synthetische kwartskristallen, siliciumcarbiden, CMP-slurry, Vias-glas, glas met hoge brekingsindex, diffusors, glaskeramieksubstraten, optische vlakke elementen, IR-filters, asferisch glas en gegoten lenzen en microlensarrayproducten; polycarbonaat en optische platen, dunne platen en films; en glasfritten en -pasta's, evenals glassubstraten voor halfgeleiderverpakkingen en andere elektronische materialen.

AGC Inc. Samenvatting

Hoe verhouden de winst en inkomsten van AGC zich tot de beurswaarde?
5201 fundamentele statistieken
MarktkapitalisatieJP¥1.57t
Inkomsten(TTM)JP¥85.36b
Inkomsten(TTM)JP¥2.10t
18.4x
Koers/Winstverhouding
0.7x
P/S-verhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
5201 resultatenrekening (TTM)
InkomstenJP¥2.10t
Kosten van inkomstenJP¥1.58t
BrutowinstJP¥514.30b
Overige uitgavenJP¥428.94b
InkomstenJP¥85.36b

Laatst gerapporteerde inkomsten

Mar 31, 2026

Volgende inkomensdatum

Aug 04, 2026

Winst per aandeel (EPS)401.90
Brutomarge24.52%
Nettowinstmarge4.07%
Schuld/Eigen Vermogen Verhouding40.9%

Hoe presteerde 5201 op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

2.8%
Huidig dividendrendement
52%
Uitbetalingsratio

Betaalt 5201 een betrouwbaar dividend?

Zie 5201 dividendgeschiedenis en benchmarks
Wanneer moet je 5201 kopen om een aanstaand dividend te ontvangen?
AGC dividenddata
Ex Dividend DatumJun 29 2026
Betaaldatum dividendSep 08 2026
Dagen tot Ex-dividend13 days
Dagen tot dividendbetaaldatum84 days

Betaalt 5201 een betrouwbaar dividend?

Zie 5201 dividendgeschiedenis en benchmarks

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/15 21:19
Aandelenkoers aan het einde van de dag2026/06/15 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

AGC Inc. wordt gevolgd door 22 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Eric LeeBarclays
Timothy LukeBarclays
Alberto MoelBernstein