AGC (5201) Stock Overview
Manufactures and sells architectural glass, electronics, chemicals, automotive, and ceramics worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 2/6 |
| Past Performance | 2/6 |
| Financial Health | 6/6 |
| Dividends | 4/6 |
5201 Community Fair Values
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Analyst Price Targets
AGC Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | JP¥7,735.00 |
| 52 Week High | JP¥8,315.00 |
| 52 Week Low | JP¥4,180.00 |
| Beta | 0.39 |
| 1 Month Change | 38.77% |
| 3 Month Change | 24.50% |
| 1 Year Change | 80.30% |
| 3 Year Change | 48.41% |
| 5 Year Change | 60.14% |
| Change since IPO | 28.92% |
Recent News & Updates
Recent updates
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?
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).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.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.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).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).
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?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).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.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.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.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.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).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.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...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).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...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.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.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...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.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...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.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...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...AGC (TSE:5201) Will Pay A Dividend Of ¥105.00
The board of AGC Inc. ( TSE:5201 ) has announced that it will pay a dividend of ¥105.00 per share on the 8th of...Shareholder Returns
| 5201 | JP Building | JP Market | |
|---|---|---|---|
| 7D | 11.5% | 2.3% | 1.4% |
| 1Y | 80.3% | 46.3% | 43.3% |
Return vs Industry: 5201 exceeded the JP Building industry which returned 46.3% over the past year.
Return vs Market: 5201 exceeded the JP Market which returned 43.3% over the past year.
Price Volatility
| 5201 volatility | |
|---|---|
| 5201 Average Weekly Movement | 6.8% |
| Building Industry Average Movement | 4.3% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in JP Market | 9.3% |
| 10% least volatile stocks in JP Market | 2.4% |
Stable Share Price: 5201 has not had significant price volatility in the past 3 months compared to the JP market.
Volatility Over Time: 5201's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1907 | 52,896 | Yoshinori Hirai | www.agc.com |
AGC Inc. manufactures and sells architectural glass, electronics, chemicals, automotive, and ceramics worldwide. The company offers architectural glass products, including insulated, laminated, wired, toughened, solar control, sound insulation, decorative, float and patterned, and industrial glass, as well as structural glazing systems and industrial glass; automotive glass for displays, sensors and connected drive, windows, and trains; and glass substrates used for thin-film-transistor liquid crystal displays and OLEDs. It also provides synthetic fused silica glass, silicon carbides, CMP slurry, and through glass vias, and glass substrates for semiconductor packaging and anodic bonding; industrial PTFE composite materials and copper clad laminate; optical materials comprising high refractive index glass, DOE diffuser, wave plates, IR cut filter, aspherical glass lenses, micro lens array, and transmission grating; optical film, such as antireflection film, beam splitter, and interference filter; glass frit, pastes, and lid for hermetic sealing; tissue culture products; laboratory glassware; borosilicate glass tubes and rods; and heat resistant glassware.
AGC Inc. Fundamentals Summary
| 5201 fundamental statistics | |
|---|---|
| Market cap | JP¥1.72t |
| Earnings (TTM) | JP¥85.36b |
| Revenue (TTM) | JP¥2.10t |
Is 5201 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 5201 income statement (TTM) | |
|---|---|
| Revenue | JP¥2.10t |
| Cost of Revenue | JP¥1.58t |
| Gross Profit | JP¥514.30b |
| Other Expenses | JP¥428.94b |
| Earnings | JP¥85.36b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
Aug 04, 2026
| Earnings per share (EPS) | 401.90 |
| Gross Margin | 24.52% |
| Net Profit Margin | 4.07% |
| Debt/Equity Ratio | 40.9% |
How did 5201 perform over the long term?
See historical performance and comparisonDividends
Does 5201 pay a reliable dividends?
See 5201 dividend history and benchmarks| AGC dividend dates | |
|---|---|
| Ex Dividend Date | Jun 29 2026 |
| Dividend Pay Date | Sep 08 2026 |
| Days until Ex dividend | 23 days |
| Days until Dividend pay date | 94 days |
Does 5201 pay a reliable dividends?
See 5201 dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/05 14:19 |
| End of Day Share Price | 2026/06/05 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
AGC Inc. is covered by 22 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Eric Lee | Barclays |
| Timothy Luke | Barclays |
| Alberto Moel | Bernstein |