JFE Holdings, Inc.

TSE:5411 Stock Report

Market Cap: JP¥1.1t

JFE Holdings Management

Management criteria checks 3/4

JFE Holdings' CEO is Yoshihisa Kitano, appointed in Apr 2024, has a tenure of less than a year. total yearly compensation is ¥185.81M, comprised of 64.6% salary and 35.4% bonuses, including company stock and options. directly owns 0.006% of the company’s shares, worth ¥61.93M. The average tenure of the management team and the board of directors is 0.7 years and 5 years respectively.

Key information

Yoshihisa Kitano

Chief executive officer

JP¥185.8m

Total compensation

CEO salary percentage64.6%
CEO tenureless than a year
CEO ownership0.006%
Management average tenureless than a year
Board average tenure5yrs

Recent management updates

Recent updates

Some May Be Optimistic About JFE Holdings' (TSE:5411) Earnings

Nov 19
Some May Be Optimistic About JFE Holdings' (TSE:5411) Earnings

JFE Holdings, Inc. Just Missed EPS By 53%: Here's What Analysts Think Will Happen Next

Nov 08
JFE Holdings, Inc. Just Missed EPS By 53%: Here's What Analysts Think Will Happen Next

It's A Story Of Risk Vs Reward With JFE Holdings, Inc. (TSE:5411)

Oct 29
It's A Story Of Risk Vs Reward With JFE Holdings, Inc. (TSE:5411)

JFE Holdings (TSE:5411) Has Some Way To Go To Become A Multi-Bagger

Oct 10
JFE Holdings (TSE:5411) Has Some Way To Go To Become A Multi-Bagger

Are Investors Undervaluing JFE Holdings, Inc. (TSE:5411) By 28%?

Sep 12
Are Investors Undervaluing JFE Holdings, Inc. (TSE:5411) By 28%?

We Think JFE Holdings (TSE:5411) Is Taking Some Risk With Its Debt

Aug 25
We Think JFE Holdings (TSE:5411) Is Taking Some Risk With Its Debt

JFE Holdings, Inc. Just Missed EPS By 47%: Here's What Analysts Think Will Happen Next

Aug 07
JFE Holdings, Inc. Just Missed EPS By 47%: Here's What Analysts Think Will Happen Next

There Is A Reason JFE Holdings, Inc.'s (TSE:5411) Price Is Undemanding

Jul 30
There Is A Reason JFE Holdings, Inc.'s (TSE:5411) Price Is Undemanding

Returns On Capital At JFE Holdings (TSE:5411) Have Stalled

Jun 06
Returns On Capital At JFE Holdings (TSE:5411) Have Stalled

We Think That There Are Some Issues For JFE Holdings (TSE:5411) Beyond Its Promising Earnings

May 21
We Think That There Are Some Issues For JFE Holdings (TSE:5411) Beyond Its Promising Earnings

Analyst Estimates: Here's What Brokers Think Of JFE Holdings, Inc. (TSE:5411) After Its Yearly Report

May 09
Analyst Estimates: Here's What Brokers Think Of JFE Holdings, Inc. (TSE:5411) After Its Yearly Report

Earnings Working Against JFE Holdings, Inc.'s (TSE:5411) Share Price

Apr 29
Earnings Working Against JFE Holdings, Inc.'s (TSE:5411) Share Price

JFE Holdings (TSE:5411) Has Announced A Dividend Of ¥50.00

Mar 21
JFE Holdings (TSE:5411) Has Announced A Dividend Of ¥50.00

These 4 Measures Indicate That JFE Holdings (TSE:5411) Is Using Debt Extensively

Feb 28
These 4 Measures Indicate That JFE Holdings (TSE:5411) Is Using Debt Extensively

CEO Compensation Analysis

How has Yoshihisa Kitano's remuneration changed compared to JFE Holdings's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

JP¥130b

Jun 30 2024n/an/a

JP¥165b

Mar 31 2024JP¥186mJP¥120m

JP¥197b

Dec 31 2023n/an/a

JP¥182b

Sep 30 2023n/an/a

JP¥149b

Jun 30 2023n/an/a

JP¥138b

Mar 31 2023JP¥172mJP¥119m

JP¥163b

Dec 31 2022n/an/a

JP¥209b

Sep 30 2022n/an/a

JP¥271b

Jun 30 2022n/an/a

JP¥310b

Mar 31 2022JP¥210mJP¥110m

JP¥288b

Dec 31 2021n/an/a

JP¥271b

Sep 30 2021n/an/a

JP¥225b

Jun 30 2021n/an/a

JP¥79b

Mar 31 2021JP¥107mJP¥107m

-JP¥22b

Dec 31 2020n/an/a

-JP¥294b

Sep 30 2020n/an/a

-JP¥335b

Jun 30 2020n/an/a

-JP¥257b

Mar 31 2020JP¥126mJP¥126m

-JP¥198b

Compensation vs Market: Yoshihisa's total compensation ($USD1.19M) is about average for companies of similar size in the JP market ($USD1.05M).

Compensation vs Earnings: Yoshihisa's compensation has been consistent with company performance over the past year.

CEO

Yoshihisa Kitano (66 yo)

less than a year

Tenure

JP¥185,813,000

Compensation

Mr. Yoshihisa Kitano is CEO and President of JFE Holdings, Inc. from April 01, 2024 and serves as its Chairman. Mr. Kitano served as President and Chief Executive Officer at JFE Steel Corporation since 201...

Leadership Team

NamePositionTenureCompensationOwnership
Yoshihisa Kitano
Chairmanless than a yearJP¥185.81m0.0058%
¥ 61.9m
Masashi Terahata
CFO, Executive VP & Representative Directorno dataJP¥102.98m0.0043%
¥ 46.1m
Tsunao Takura
VP and In charge of General Administration Dept. IR & Corporate Communications Dept.less than a yearno datano data
Toshihiro Tanaka
MD, Senior VPno datano datano data
Hiroyuki Fujiwara
Senior Managing Executive Officerno datano datano data
Makoto Iwayama
MD, Senior VP & In charge of Keihin Area Land Development Dept.2.7yrsno datano data
Hitoshi Honda
Managing Officerno datano datano data

0.7yrs

Average Tenure

Experienced Management: 5411's management team is not considered experienced ( 0.7 years average tenure), which suggests a new team.

Board Members

NamePositionTenureCompensationOwnership
Yoshihisa Kitano
Chairman5.5yrsJP¥185.81m0.0058%
¥ 61.9m
Masashi Terahata
CFO, Executive VP & Representative Director5.5yrsJP¥102.98m0.0043%
¥ 46.1m
Masami Yamamoto
Independent Outside Director7.5yrsno data0.0037%
¥ 39.4m
Tsuyoshi Numagami
Independent Outside Audit & Supervisory Board Member6.5yrsno data0.0021%
¥ 22.1m
Isao Saiki
Independent Outside Audit & Supervisory Board Member7.5yrsno data0.0024%
¥ 25.9m
Keiichi Kobayashi
Independent Outside Directorless than a yearno datano data
Toshinori Kobayashi
Director3.5yrsJP¥106.75m0.0053%
¥ 56.0m
Nobuya Hara
Full-Time Audit & Supervisory Board Member7.5yrsno data0.0015%
¥ 16.1m
Masayuki Hirose
Representative Directorless than a yearno data0.0021%
¥ 22.0m
Yoshiko Ando
Independent Outside Director4.5yrsno data0.00050%
¥ 5.3m
Nakaba Akimoto
Full-Time Audit & Supervisory Board Member2.5yrsno data0.00072%
¥ 7.6m
Kazuyoshi Fukuda
Directorless than a yearno data0.0010%
¥ 11.2m

5.0yrs

Average Tenure

64.5yo

Average Age

Experienced Board: 5411's board of directors are considered experienced (5 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/21 22:03
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2024/03/31

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 here.

Analysis Model and Snowflake

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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 .

Analyst Sources

JFE Holdings, Inc. is covered by 28 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.

AnalystInstitution
Toshiyuki JohnoBNP Paribas Securities (Asia)
Takashi EnomotoBofA Global Research
Minami MunakataCitigroup Inc