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NSK Ltd.TSE:6471 Stock Report

Market Cap JP¥597.9b
Share Price
JP¥1.27k
JP¥1.29k
2.0% undervalued intrinsic discount
1Y102.3%
7D7.7%
Portfolio Value
View

NSK Ltd.

TSE:6471 Stock Report

Market Cap: JP¥597.9b

NSK (6471) Stock Overview

Manufactures and sells industrial machinery bearings, automotive products, and precision machinery and parts worldwide. More details

6471 fundamental analysis
Snowflake Score
Valuation3/6
Future Growth4/6
Past Performance5/6
Financial Health6/6
Dividends3/6

6471 Community Fair Values

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Community Contributor
CA$5.25FV 9.3% undervalued intrinsic discount
30989.3%Revenue growth p.a.
770
3
0
17
9d ago

NSK Ltd. Competitors

Price History & Performance

Summary of share price highs, lows and changes for NSK
Historical stock prices
Current Share PriceJP¥1,267.50
52 Week HighJP¥1,414.50
52 Week LowJP¥613.10
Beta0.44
1 Month Change16.55%
3 Month Change18.02%
1 Year Change102.28%
3 Year Change63.34%
5 Year Change21.29%
Change since IPO118.53%

Recent News & Updates

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

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

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

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

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

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

Recent updates

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

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

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

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

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

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

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

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

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

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

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

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

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

Feb 10
Solid Earnings Reflect NSK's (TSE:6471) Strength As A Business

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

Feb 09
NSK (TSE:6471) Will Pay A Dividend Of ¥17.00

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

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

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

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

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

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

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

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

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

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

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

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

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

Dec 05
NSK's (TSE:6471) Dividend Will Be ¥17.00

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

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

6471: Higher Costs And Margin Declines Will Pressure Future Earnings

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

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

Sep 23
NSK (TSE:6471) Has Affirmed Its Dividend Of ¥17.00

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

Sep 11
Investors Still Waiting For A Pull Back In NSK Ltd. (TSE:6471)

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

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

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

Aug 20
NSK (TSE:6471) Has Announced A Dividend Of ¥17.00

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

Jul 21
NSK (TSE:6471) Has Affirmed Its Dividend Of ¥17.00

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

Mar 28
NSK (TSE:6471) Could Be Struggling To Allocate Capital

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

Mar 07
An Intrinsic Calculation For NSK Ltd. (TSE:6471) Suggests It's 34% Undervalued
User avatar

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

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

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

Jan 09
Why Investors Shouldn't Be Surprised By NSK Ltd.'s (TSE:6471) P/E

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

Nov 27
A Look At The Intrinsic Value Of NSK Ltd. (TSE:6471)

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

Oct 03
NSK (TSE:6471) Will Be Hoping To Turn Its Returns On Capital Around

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

Jul 27
We Think NSK (TSE:6471) Is Taking Some Risk With Its Debt

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

May 09
An Intrinsic Calculation For NSK Ltd. (TSE:6471) Suggests It's 26% Undervalued

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

Apr 24
If EPS Growth Is Important To You, NSK (TSE:6471) Presents An Opportunity

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

Mar 02
NSK (TSE:6471) Is Due To Pay A Dividend Of ¥15.00

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

Feb 26
Some Investors May Be Worried About NSK's (TSE:6471) Returns On Capital

Shareholder Returns

6471JP MachineryJP Market
7D7.7%3.2%0.6%
1Y102.3%63.2%40.1%

Return vs Industry: 6471 exceeded the JP Machinery industry which returned 63.2% over the past year.

Return vs Market: 6471 exceeded the JP Market which returned 40.1% over the past year.

Price Volatility

Is 6471's price volatile compared to industry and market?
6471 volatility
6471 Average Weekly Movement7.0%
Machinery Industry Average Movement5.9%
Market Average Movement4.8%
10% most volatile stocks in JP Market9.5%
10% least volatile stocks in JP Market2.4%

Stable Share Price: 6471's share price has been volatile over the past 3 months compared to the JP market.

Volatility Over Time: 6471's weekly volatility (7%) has been stable over the past year, but is still higher than 75% of JP stocks.

About the Company

FoundedEmployeesCEOWebsite
191626,688Akitoshi Ichiiwww.nsk.com/index.html

NSK Ltd., together with its subsidiaries, manufactures and sells industrial machinery bearings, automotive products, and precision machinery and parts worldwide. The company’s products include ball bearings; roller bearings; bearing units; super precision bearings; bearings for steel industry, mining and construction, papermaking machines, and pumps and compressors; and bearings for special environments, including sanitary, corrosive, vacuum, cleanroom, high-temperature, non-magnetic requirement, and dust-contaminated environments. It also provides automotive products, which comprise chassis products, such as electric power steerings, steering column and intermediate shafts, brake systems, and hub unit bearings; power train products comprising engine parts and electrical accessories, automatic and manual transmission, differential gear and propeller shafts, electrical accessories, engine parts, toroidal CVT POWERTOROS unit, and motorcycles and all-terrain vehicles.

NSK Ltd. Fundamentals Summary

How do NSK's earnings and revenue compare to its market cap?
6471 fundamental statistics
Market capJP¥597.95b
Earnings (TTM)JP¥20.26b
Revenue (TTM)JP¥858.21b
30.6x
P/E Ratio
0.7x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
6471 income statement (TTM)
RevenueJP¥858.21b
Cost of RevenueJP¥674.19b
Gross ProfitJP¥184.02b
Other ExpensesJP¥163.76b
EarningsJP¥20.26b

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

May 12, 2026

Earnings per share (EPS)41.40
Gross Margin21.44%
Net Profit Margin2.36%
Debt/Equity Ratio0%

How did 6471 perform over the long term?

See historical performance and comparison

Dividends

2.7%
Current Dividend Yield
82%
Payout Ratio

Does 6471 pay a reliable dividends?

See 6471 dividend history and benchmarks
When do you need to buy 6471 by to receive an upcoming dividend?
NSK dividend dates
Ex Dividend DateMar 30 2026
Dividend Pay DateJun 08 2026
Days until Ex dividend32 days
Days until Dividend pay date38 days

Does 6471 pay a reliable dividends?

See 6471 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/30 15:40
End of Day Share Price 2026/04/30 00:00
Earnings2025/12/31
Annual Earnings2025/03/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

NSK Ltd. is covered by 15 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tsutomu KijimaBarclays
Hideyuki MizunoBofA Global Research
Graeme McDonaldCitigroup Inc