AGC Inc. manufactures and sells glass, electronics, chemicals, and ceramics worldwide. More Details
Adequate balance sheet with moderate growth potential.
Share Price & News
How has AGC's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: 5201 has not had significant price volatility in the past 3 months.
7 Day Return
1 Year Return
Return vs Industry: 5201 underperformed the JP Building industry which returned 17.7% over the past year.
Return vs Market: 5201 underperformed the JP Market which returned 1.3% over the past year.
Price Volatility Vs. Market
How volatile is AGC's share price compared to the market and industry in the last 5 years?
Simply Wall St News
No news available
Is AGC undervalued compared to its fair value and its price relative to the market?
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: 5201 (¥3285) is trading above our estimate of fair value (¥1408.53)
Significantly Below Fair Value: 5201 is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: 5201 is poor value based on its PE Ratio (30.8x) compared to the JP Building industry average (12.1x).
PE vs Market: 5201 is poor value based on its PE Ratio (30.8x) compared to the JP market (16.7x).
Price to Earnings Growth Ratio
PEG Ratio: 5201 is good value based on its PEG Ratio (1x)
Price to Book Ratio
PB vs Industry: 5201's PB Ratio (0.7x) is in line with the JP Building industry average.
How is AGC forecast to perform in the next 1 to 3 years based on estimates from 8 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: 5201's forecast earnings growth (31.1% per year) is above the savings rate (0.05%).
Earnings vs Market: 5201's earnings (31.1% per year) are forecast to grow faster than the JP market (17.4% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: 5201's revenue (3.9% per year) is forecast to grow slower than the JP market (5.2% per year).
High Growth Revenue: 5201's revenue (3.9% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: 5201's Return on Equity is forecast to be low in 3 years time (5.2%).
How has AGC performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: 5201 has a large one-off loss of ¥33.4B impacting its June 30 2020 financial results.
Growing Profit Margin: 5201's current net profit margins (1.6%) are lower than last year (4.9%).
Past Earnings Growth Analysis
Earnings Trend: 5201's earnings have grown by 4.4% per year over the past 5 years.
Accelerating Growth: 5201's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: 5201 had negative earnings growth (-67.9%) over the past year, making it difficult to compare to the Building industry average (-0.6%).
Return on Equity
High ROE: 5201's Return on Equity (2.7%) is considered low.
How is AGC's financial position?
Financial Position Analysis
Short Term Liabilities: 5201's short term assets (¥980.1B) exceed its short term liabilities (¥632.7B).
Long Term Liabilities: 5201's short term assets (¥980.1B) exceed its long term liabilities (¥685.2B).
Debt to Equity History and Analysis
Debt Level: 5201's debt to equity ratio (82.3%) is considered high.
Reducing Debt: 5201's debt to equity ratio has increased from 47.6% to 82.3% over the past 5 years.
Debt Coverage: 5201's debt is well covered by operating cash flow (20.1%).
Interest Coverage: 5201's interest payments on its debt are well covered by EBIT (213.5x coverage).
What is AGC current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: 5201's dividend (3.65%) is higher than the bottom 25% of dividend payers in the JP market (1.33%).
High Dividend: 5201's dividend (3.65%) is in the top 25% of dividend payers in the JP market (3.19%)
Stability and Growth of Payments
Stable Dividend: 5201's dividend payments have been volatile in the past 10 years.
Growing Dividend: 5201's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its high payout ratio (112.6%), 5201's dividend payments are not well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Takuya Shimamura (64 yo)
Mr. Takuya Shimamura has been the Chief Executive Officer and President of Asahi Glass Co. Ltd., since January 1, 2015. Mr. Shimamura served as Senior Executive Officer and President of Electronics Company ...
CEO Compensation Analysis
Compensation vs Market: Takuya's total compensation ($USD1.98M) is about average for companies of similar size in the JP market ($USD1.57M).
Compensation vs Earnings: Takuya's compensation has been consistent with company performance over the past year.
|Senior EVP||5.58yrs||no data||0.0026% |
|Executive VP||6.58yrs||no data||0.0032% |
|General Manager of Legal Div. & General Affairs Div.||3.75yrs||no data||no data|
|Senior Executive Officer & GM of Human Resources Division||4.75yrs||no data||no data|
|Senior Executive Officer & President of Building & Industrial Glass Company||no data||no data||no data|
|Executive Officer & Chief Representative of AGC Group for China||3.75yrs||no data||no data|
|Senior Executive Officer & President of Automotive Company||no data||no data||no data|
|Executive VP & President of Chemicals Company||no data||no data||no data|
|Senior Executive Officer & President of Electronics Company||no data||no data||no data|
|Senior Executive Officer & GM of Technology General Division||no data||no data||no data|
|Executive Officer & Senior VP of Automotive Company||no data||no data||no data|
Experienced Management: 5201's management team is considered experienced (4.3 years average tenure).
|Senior EVP||5.58yrs||no data||0.0026% |
|Executive VP||6.58yrs||no data||0.0032% |
|Independent Chairman||0.75yr||no data||0.0022% |
|Audit & Supervisory Board Member||2.58yrs||no data||0.000090% |
|Independent Director||1.58yrs||no data||0.00023% |
|Chairman of Audit & Supervisory Board||2.75yrs||no data||0.0021% |
|Full Time Audit & Supervisory Board Member||1.58yrs||no data||0.000050% |
|Independent Director||0.75yr||no data||no data|
|Audit & Supervisory Board Member||1.58yrs||no data||no data|
Experienced Board: 5201's board of directors are not considered experienced ( 2.6 years average tenure), which suggests a new board.
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
AGC Inc.'s company bio, employee growth, exchange listings and data sources
- Name: AGC Inc.
- Ticker: 5201
- Exchange: TSE
- Founded: 1907
- Industry: Building Products
- Sector: Capital Goods
- Market Cap: JP¥726.996b
- Shares outstanding: 221.31m
- Website: https://www.agc.com
Number of Employees
- AGC Inc.
- 1-5-1, Marunouchi
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|ASGL.Y||OTCPK (Pink Sheets LLC)||ADR||US||USD||Jan 1975|
|5201||TSE (The Tokyo Stock Exchange)||Yes||Common Stock||JP||JPY||Jan 1975|
|ASGL.F||OTCPK (Pink Sheets LLC)||Yes||Common Stock||US||USD||Jan 1975|
|SHJ||DB (Deutsche Boerse AG)||Yes||Common Stock||DE||EUR||Jan 1975|
AGC Inc. manufactures and sells glass, electronics, chemicals, and ceramics worldwide. The company offers architectural glass products, including laminated, insulating, wired, solar control, toughened, dec ...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/10/21 14:39|
|End of Day Share Price||2020/10/20 00:00|
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 here.