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Adeka CorporationTSE:4401 Stock Report

Market Cap JP¥384.6b
Share Price
JP¥3.93k
JP¥4.67k
15.8% undervalued intrinsic discount
1Y47.5%
7D1.7%
Portfolio Value
View

Adeka Corporation

TSE:4401 Stock Report

Market Cap: JP¥384.6b

Adeka (4401) Stock Overview

Engages in chemicals, food products, and life science businesses. More details

4401 fundamental analysis
Snowflake Score
Valuation4/6
Future Growth1/6
Past Performance3/6
Financial Health6/6
Dividends5/6

Rewards

Risk Analysis

No risks detected for 4401 from our risk checks.

4401 Community Fair Values

Create Narrative

See what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.

Materials opportunity

Adeka Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for Adeka
Historical stock prices
Current Share PriceJP¥3,930.00
52 Week HighJP¥5,104.00
52 Week LowJP¥2,508.00
Beta0.83
1 Month Change0.72%
3 Month Change-20.45%
1 Year Change47.47%
3 Year Change70.28%
5 Year Change97.49%
Change since IPO257.27%

Recent News & Updates

Narrative Update Apr 21

4401: Renewable Plastics Alliance And Steady Guidance Will Shape Balanced Future Prospects

Adeka's analyst price target remains steady at ¥4,420, with only small tweaks to the discount rate and forward P/E assumptions as analysts fine tune their models rather than rethink the core outlook. What's in the News Adeka revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, with net sales now expected at ¥415,000 million and operating profit at ¥41,500 million.
Narrative Update Apr 06

4401: Share Buybacks And Renewable Plastics Initiative Will Support Future Upside Potential

Adeka’s analyst price target has shifted from ¥4,344 to ¥4,420. Analysts point to updated assumptions for revenue growth, profit margins, discount rate, and a higher future P/E as the key drivers behind this recalibration.
Narrative Update Mar 23

4401: Revised Guidance And Share Buybacks Will Support Future Upside Potential

Adeka's analyst price target has been adjusted from ¥4,398 to ¥4,344 as analysts update their assumptions on fair value, discount rate, revenue growth, profit margin and future P/E to reflect the latest inputs. What's in the News Adeka revised its consolidated earnings guidance for the fiscal year ending March 31, 2026.
Narrative Update Mar 08

4401: Softer Guidance And Buybacks Will Likely Limit Future Share Upside

Analysts have maintained their fair value estimate for Adeka at ¥4,398, with a slightly lower discount rate and minor adjustments to revenue growth, profit margin, and future P/E assumptions supporting an unchanged price target outlook. What's in the News Adeka revised consolidated guidance for the fiscal year ending March 31, 2026, now expecting net sales of ¥415,000 million, operating profit of ¥41,500 million, profit attributable to owners of the parent of ¥25,500 million, and basic EPS of ¥257.70.
Narrative Update Feb 21

4401: Revised Guidance And Buybacks Will Likely Cap Future Share Upside

Analysts have raised their price target on Adeka from ¥4,238 to approximately ¥4,398, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E levels. What's in the News Adeka lowered its consolidated earnings guidance for the fiscal year ending March 31, 2026, now expecting net sales of ¥415,000 million, operating profit of ¥41,500 million, profit attributable to owners of the parent of ¥25,500 million, and basic earnings per share of ¥257.70, compared with previous guidance of net sales of ¥441,000 million, operating profit of ¥43,000 million, profit attributable to owners of the parent of ¥26,400 million, and basic earnings per share of ¥262.97 (Key Developments).

Recent updates

Narrative Update Apr 21

4401: Renewable Plastics Alliance And Steady Guidance Will Shape Balanced Future Prospects

Adeka's analyst price target remains steady at ¥4,420, with only small tweaks to the discount rate and forward P/E assumptions as analysts fine tune their models rather than rethink the core outlook. What's in the News Adeka revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, with net sales now expected at ¥415,000 million and operating profit at ¥41,500 million.
Narrative Update Apr 06

4401: Share Buybacks And Renewable Plastics Initiative Will Support Future Upside Potential

Adeka’s analyst price target has shifted from ¥4,344 to ¥4,420. Analysts point to updated assumptions for revenue growth, profit margins, discount rate, and a higher future P/E as the key drivers behind this recalibration.
Narrative Update Mar 23

4401: Revised Guidance And Share Buybacks Will Support Future Upside Potential

Adeka's analyst price target has been adjusted from ¥4,398 to ¥4,344 as analysts update their assumptions on fair value, discount rate, revenue growth, profit margin and future P/E to reflect the latest inputs. What's in the News Adeka revised its consolidated earnings guidance for the fiscal year ending March 31, 2026.
Narrative Update Mar 08

4401: Softer Guidance And Buybacks Will Likely Limit Future Share Upside

Analysts have maintained their fair value estimate for Adeka at ¥4,398, with a slightly lower discount rate and minor adjustments to revenue growth, profit margin, and future P/E assumptions supporting an unchanged price target outlook. What's in the News Adeka revised consolidated guidance for the fiscal year ending March 31, 2026, now expecting net sales of ¥415,000 million, operating profit of ¥41,500 million, profit attributable to owners of the parent of ¥25,500 million, and basic EPS of ¥257.70.
Narrative Update Feb 21

4401: Revised Guidance And Buybacks Will Likely Cap Future Share Upside

Analysts have raised their price target on Adeka from ¥4,238 to approximately ¥4,398, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E levels. What's in the News Adeka lowered its consolidated earnings guidance for the fiscal year ending March 31, 2026, now expecting net sales of ¥415,000 million, operating profit of ¥41,500 million, profit attributable to owners of the parent of ¥25,500 million, and basic earnings per share of ¥257.70, compared with previous guidance of net sales of ¥441,000 million, operating profit of ¥43,000 million, profit attributable to owners of the parent of ¥26,400 million, and basic earnings per share of ¥262.97 (Key Developments).
Narrative Update Feb 06

4401: Rising Payouts And Buybacks Will Likely Constrain Future Share Returns

Narrative Update on Adeka The analyst price target for Adeka has been revised from ¥3,998 to ¥4,238. Analysts point to small adjustments in the discount rate, profit margin assumptions, and a slightly higher future P/E multiple as the key drivers of this change.
Narrative Update Jan 22

4401: Higher Dividend And Guided Earnings Will Likely Limit Future Upside

Analysts have revised their price target for Adeka slightly higher to ¥3,998 from ¥3,981, reflecting modest tweaks to assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Adeka announced a second quarter end dividend of ¥52.00 per share for the six months ended September 30, 2025, compared with ¥48.00 per share a year earlier, with dividend payments scheduled to start on December 4, 2025 (Key Developments).
Analysis Article Jan 20

Does Adeka (TSE:4401) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Narrative Update Jan 08

4401: Higher Dividend And Stable Outlook Will Support Measured Future Returns

Analysts have held Adeka's fair value estimate steady at ¥3,981.67 per share while making only minimal tweaks to assumptions such as discount rate, long term revenue growth, profit margin and future P/E, reflecting a broadly unchanged outlook on the stock's intrinsic value. What's in the News Adeka announced a second quarter end dividend of ¥52.00 per share for the six months ended September 30, 2025, compared with ¥48.00 per share for the same period a year earlier, with payments scheduled to start on December 4, 2025 (Key Developments).
Analysis Article Jan 06

An Intrinsic Calculation For Adeka Corporation (TSE:4401) Suggests It's 37% Undervalued

Key Insights The projected fair value for Adeka is JP¥6,463 based on 2 Stage Free Cash Flow to Equity Adeka is...
Narrative Update Dec 25

4401: Dividend Hike And Buyback Will Support Steady Outlook

Adeka's analyst price target remained effectively unchanged at JPY 3,981.67, as analysts maintained their outlook in light of only marginal adjustments to the discount rate, revenue growth, profit margin, and future valuation assumptions. What's in the News Adeka increased its second quarter end dividend to JPY 52.00 per share for the six months ended September 30, 2025, up from JPY 48.00 a year earlier.
Analysis Article Dec 23

Earnings Tell The Story For Adeka Corporation (TSE:4401)

There wouldn't be many who think Adeka Corporation's ( TSE:4401 ) price-to-earnings (or "P/E") ratio of 15x is worth a...
Narrative Update Dec 10

4401: Dividend Increase And Buyback Are Expected To Support Stable Outlook

Analysts have modestly raised their price target on Adeka to approximately ¥3,982 from about ¥3,915. This change reflects slightly lower perceived risk, marginally softer growth and margin expectations, and a higher justified future earnings multiple.
Narrative Update Nov 26

4401: Share Repurchase And Higher Dividend Are Expected To Support Stability

Narrative Update on Adeka: Analyst Price Target Revision Analysts have raised their price target for Adeka from ¥3,915 to ¥3,915.00, citing improvements in projected revenue growth and profit margins. This revision is supported by updated financial forecasts.
Narrative Update Nov 07

4401: Share Buyback Completion And Lower Discount Rate Will Support Stability

Adeka's analyst price target has been revised upward from ¥3,865 to ¥3,915, reflecting analysts' confidence in the company's modest improvements to its fair value estimate and a reduced discount rate. What's in the News The company completed the repurchase of 1,406,300 shares, representing 1.38% of total shares, for ¥4,589.43 million under the buyback announced on August 8, 2025 (Key Developments).
Analysis Article Nov 04

Adeka's (TSE:4401) Returns On Capital Are Heading Higher

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Narrative Update Oct 24

Share Repurchases And Cash Returns Will Support Electronics and Materials Expansion

Narrative Update on Adeka: Analyst Price Target Revision Analysts have maintained their fair value estimate for Adeka at ¥3,865, with slight adjustments to underlying assumptions. This reflects stable expectations for the company's outlook.
Narrative Update Oct 10

Semiconductor Recovery And AI Investments Will Drive Future Opportunities In Electronics And Environmental Materials

Adeka’s analyst consensus price target has increased from ¥3,655.71 to ¥3,865.00, as analysts cite slightly improved fair value calculations and updates to various key estimates. What's in the News Completed share repurchase of 1,406,300 shares, representing 1.38% for ¥4,589.43 million between August 8, 2025 and September 30, 2025 under the previously announced buyback (Key Developments).
Analysis Article Sep 01

Adeka (TSE:4401) Will Pay A Dividend Of ¥52.00

The board of Adeka Corporation ( TSE:4401 ) has announced that it will pay a dividend on the 5th of December, with...
Narrative Update Aug 27

Semiconductor Recovery And AI Investments Will Drive Future Opportunities In Electronics And Environmental Materials

Despite a notable downgrade in revenue growth forecasts and a higher forward P/E ratio, Adeka’s consensus analyst price target has been raised from ¥3397 to ¥3656. What's in the News Adeka issued consolidated earnings guidance, expecting FY net sales of JPY 441,000 million, operating profit of JPY 43,000 million, and EPS of JPY 259.49.
Analysis Article Aug 12

Adeka (TSE:4401) Is Due To Pay A Dividend Of ¥52.00

The board of Adeka Corporation ( TSE:4401 ) has announced that it will pay a dividend of ¥52.00 per share on the 5th of...
Analysis Article Jul 24

Adeka (TSE:4401) Will Pay A Dividend Of ¥52.00

Adeka Corporation's ( TSE:4401 ) investors are due to receive a payment of ¥52.00 per share on 5th of December. This...
Analysis Article Jul 10

Adeka (TSE:4401) Will Pay A Dividend Of ¥52.00

The board of Adeka Corporation ( TSE:4401 ) has announced that it will pay a dividend on the 5th of December, with...
Analysis Article Jul 08

Here's Why Adeka (TSE:4401) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article May 15

Returns Are Gaining Momentum At Adeka (TSE:4401)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analysis Article Apr 26

At JP¥2,557, Is Adeka Corporation (TSE:4401) Worth Looking At Closely?

While Adeka Corporation ( TSE:4401 ) might not have the largest market cap around , it saw a decent share price growth...
User avatar
New Narrative Feb 14

Semiconductor Recovery And AI Investments Will Drive Future Opportunities In Electronics And Environmental Materials

Restructuring into Electronics and Environmental Materials divisions aims to boost future revenue and margins through efficiency and collaboration.
Analysis Article Feb 09

Adeka (TSE:4401) Seems To Use Debt Quite Sensibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article Sep 12

Slowing Rates Of Return At Adeka (TSE:4401) Leave Little Room For Excitement

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...
Analysis Article Aug 28

Adeka (TSE:4401) Is Due To Pay A Dividend Of ¥45.00

Adeka Corporation's ( TSE:4401 ) investors are due to receive a payment of ¥45.00 per share on 5th of December. This...
Analysis Article Aug 14

Adeka (TSE:4401) Will Pay A Dividend Of ¥45.00

The board of Adeka Corporation ( TSE:4401 ) has announced that it will pay a dividend on the 5th of December, with...
Analysis Article Aug 12

Is There Now An Opportunity In Adeka Corporation (TSE:4401)?

While Adeka Corporation ( TSE:4401 ) might not have the largest market cap around , it saw a decent share price growth...
Analysis Article Jul 26

Adeka (TSE:4401) Will Pay A Dividend Of ¥45.00

Adeka Corporation ( TSE:4401 ) will pay a dividend of ¥45.00 on the 5th of December. This will take the dividend yield...
Analysis Article Jul 12

Adeka (TSE:4401) Has Announced A Dividend Of ¥45.00

Adeka Corporation's ( TSE:4401 ) investors are due to receive a payment of ¥45.00 per share on 5th of December. This...
Analysis Article Jun 03

Is Adeka (TSE:4401) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article May 09

The Price Is Right For Adeka Corporation (TSE:4401)

With a price-to-earnings (or "P/E") ratio of 18.6x Adeka Corporation ( TSE:4401 ) may be sending bearish signals at the...
Analysis Article Apr 08

Is There An Opportunity With Adeka Corporation's (TSE:4401) 40% Undervaluation?

Key Insights The projected fair value for Adeka is JP¥5,549 based on 2 Stage Free Cash Flow to Equity Adeka is...
Analysis Article Mar 19

Adeka (TSE:4401) Has More To Do To Multiply In Value Going Forward

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...

Shareholder Returns

4401JP ChemicalsJP Market
7D1.7%3.8%2.9%
1Y47.5%50.5%39.4%

Return vs Industry: 4401 underperformed the JP Chemicals industry which returned 50.5% over the past year.

Return vs Market: 4401 exceeded the JP Market which returned 39.4% over the past year.

Price Volatility

Is 4401's price volatile compared to industry and market?
4401 volatility
4401 Average Weekly Movement5.9%
Chemicals Industry Average Movement5.7%
Market Average Movement4.9%
10% most volatile stocks in JP Market9.6%
10% least volatile stocks in JP Market2.4%

Stable Share Price: 4401 has not had significant price volatility in the past 3 months compared to the JP market.

Volatility Over Time: 4401's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19175,453Hidetaka Shirozumewww.adeka.co.jp

Adeka Corporation engages in chemicals, food products, and life science businesses. The company offers polymer additives, such as antioxidants, UV absorbers/hindered amine light stabilizers, nucleating agents/clarifiers, metal deactivators/additives for filled polymers, flame retardants, epoxy type stabilizers/lubricants/processability improvers/water dispersion type stabilizers; plasticizers/PVC stabilizers; and photo/thermal curing materials, initiators, polymerizable materials, resist materials, thermal paper materials, semiconductor materials, and circuit materials. Its chemical products also include water borne, epoxy, low chlorine epoxy, and urethane resins; surface specialties, such as general-purpose and functional surfactants, functional cosmetic ingredients, lubricant additives, and base materials for lubricants; propylene glycol, peroxygen chemicals, metal soaps, and inorganic chemicals; and inducing sealing materials, as well as civil engineering and construction materials.

Adeka Corporation Fundamentals Summary

How do Adeka's earnings and revenue compare to its market cap?
4401 fundamental statistics
Market capJP¥384.58b
Earnings (TTM)JP¥25.67b
Revenue (TTM)JP¥407.55b
15.0x
P/E Ratio
0.9x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
4401 income statement (TTM)
RevenueJP¥407.55b
Cost of RevenueJP¥291.97b
Gross ProfitJP¥115.58b
Other ExpensesJP¥89.92b
EarningsJP¥25.67b

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

May 14, 2026

Earnings per share (EPS)262.28
Gross Margin28.36%
Net Profit Margin6.30%
Debt/Equity Ratio14.6%

How did 4401 perform over the long term?

See historical performance and comparison

Dividends

2.6%
Current Dividend Yield
41%
Payout Ratio

Does 4401 pay a reliable dividends?

See 4401 dividend history and benchmarks
When do you need to buy 4401 by to receive an upcoming dividend?
Adeka dividend dates
Ex Dividend DateMar 30 2026
Dividend Pay DateJun 23 2026
Days until Ex dividend41 days
Days until Dividend pay date44 days

Does 4401 pay a reliable dividends?

See 4401 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/09 06:59
End of Day Share Price 2026/05/08 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

Adeka Corporation is covered by 12 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Niima KomuraBofA Global Research
Yusuke MiuraDaiwa Securities Co. Ltd.
Koichi HariyaIchiyoshi Research Institute Inc.