UACJ Corporation

TSE:5741 Stock Report

Market Cap: JP¥507.0b

UACJ Future Growth

Future criteria checks 1/6

UACJ is forecast to grow earnings and revenue by 4.9% and 3.9% per annum respectively. EPS is expected to grow by 5% per annum. Return on equity is forecast to be 9.5% in 3 years.

Key information

4.9%

Earnings growth rate

5.01%

EPS growth rate

Metals and Mining earnings growth16.9%
Revenue growth rate3.9%
Future return on equity9.46%
Analyst coverage

Good

Last updated15 Apr 2026

Recent future growth updates

Analysis Article Feb 15

Results: UACJ Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

Investors in UACJ Corporation ( TSE:5741 ) had a good week, as its shares rose 4.8% to close at JP¥2,690 following the...
Analysis Article Aug 08

UACJ Corporation Just Missed EPS By 74%: Here's What Analysts Think Will Happen Next

TSE:5741 1 Year Share Price vs Fair Value Explore UACJ's Fair Values from the Community and select yours Last week, you...

Recent updates

Narrative Update May 09

5741: Index Inclusion And Higher Dividend Will Shape Fairly Valued Outlook

Analysts have reiterated their view on UACJ with an unchanged price target of ¥2,674, citing only very minor tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions that leave their overall valuation framework effectively intact. What's in the News UACJ plans an Analyst/Investor Day, giving management a platform to update the market on business priorities and capital allocation (company event).
Narrative Update Apr 24

5741: Future Returns Will Depend On Index Inclusion And Raised Dividend

Analysts now see UACJ's fair value holding around ¥2,674 per share. Slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E help refine, rather than overhaul, their price target view.
Narrative Update Apr 08

5741: Future Returns Will Depend On Aluminum Inventory Gains And Raised Dividend

Analysts have kept the UACJ price target unchanged at ¥2,674, citing slightly lower discount rate and P/E assumptions while maintaining stable views on revenue growth and profit margin. What's in the News UACJ Corporation is being added to the S&P Japan 500 index, which can increase visibility with index and benchmark-driven investors (Key Developments).
Narrative Update Mar 24

5741: Future Returns Will Rely On Aluminum Inventory Effects And Higher Dividend Guidance

Analysts have lifted their price target for UACJ to ¥2,674 from ¥2,549, reflecting updated assumptions around slightly higher revenue growth, a modestly different discount rate, and a revised forward P/E outlook. What's in the News UACJ is being added to the S&P Japan 500 index, which can influence how index-tracking funds and benchmarked portfolios treat the stock (Key Developments).
Narrative Update Mar 10

5741: Future Earnings Will Rely On Aluminum Inventory Effects And Higher Dividend Guidance

The analyst price target for UACJ has shifted from ¥2,395 to about ¥2,549, with analysts pointing to updated assumptions around revenue growth, profit margins, and future P/E as the key drivers of this change. What's in the News UACJ updated its dividend guidance for the year ending March 31, 2026, now expecting an annual dividend of ¥25.00 per share compared with prior guidance of ¥22.00 per share (Key Developments).
Narrative Update Feb 23

5741: Future Earnings Will Depend On Aluminum Inventory Tailwinds And Higher Dividend Payout

Analysts have adjusted their price target on UACJ from ¥2,225 to ¥2,395, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News UACJ revised dividend guidance for the year ending March 31, 2026 to ¥25.00 per share, compared with previous guidance of ¥22.00 per share (Key Developments).
Analysis Article Feb 15

Results: UACJ Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

Investors in UACJ Corporation ( TSE:5741 ) had a good week, as its shares rose 4.8% to close at JP¥2,690 following the...
Narrative Update Feb 09

5741: Future Earnings Will Rely On Aluminum Inventory Gains Despite Modest Dividend Outlook

Narrative Update: UACJ Analyst Price Target Revision Analysts have lifted their price target for UACJ from ¥2,125 to ¥2,225, reflecting updated views on fair value that factor in revised assumptions for discount rate, revenue, profit margin and future P/E. What's in the News UACJ plans an analyst and investor business briefing focused on its Aerospace and Defense Materials Business, providing more detail on that segment's priorities and operating profile (Key Developments).
Analysis Article Feb 05

Market Participants Recognise UACJ Corporation's (TSE:5741) Earnings

UACJ Corporation's ( TSE:5741 ) price-to-earnings (or "P/E") ratio of 25.3x might make it look like a strong sell right...
New Narrative Feb 03

Metal Spread Reliance And Can Stock Headwinds Will Weigh On Future Performance

Catalysts About UACJ UACJ is an aluminum products group focused on flat rolled products, can stock and related materials, with production bases in Japan, Thailand and the U.S. What are the underlying business or industry changes driving this perspective? Global demand for aluminum can materials into North America and Europe is currently described as steady.
Narrative Update Jan 26

5741: Future Earnings Will Rely On Inventory Gains Despite Modest Dividend Outlook

Analysts have held their fair value estimate for UACJ at ¥2,125. A slightly lower discount rate and a marginally reduced future P/E assumption underpin the updated price target rationale.
Narrative Update Jan 12

5741: Future Earnings Outlook Will Remain Stable With Inventory Tailwinds And Dividend Support

Analysts have raised their price target on UACJ from ¥1,975 to ¥2,125. They cite updated assumptions for revenue growth, profit margins and future P/E that they believe better reflect the company’s current risk profile and earnings potential.
Narrative Update Dec 24

5741: Future Earnings Outlook Will Remain Stable With Modest Dividend Support

Analysts have lifted their price target on UACJ from ¥1,850 to ¥1,975, citing expectations of slightly faster revenue growth, modestly higher profit margins, and a lower perceived risk profile that could support a richer future earnings multiple. What's in the News Raised full year 2026 consolidated guidance, with revenue now expected at JPY 1,100,000 million, operating income at JPY 55,000 million, and profit attributable to owners at JPY 23,000 million, reflecting benefits from higher aluminum ingot prices and inventory effects (company guidance).
Analysis Article Dec 20

Returns At UACJ (TSE:5741) Are On The Way Up

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 Dec 10

5741: Future Earnings Outlook Expected To Remain Stable With Modest Dividend Support

Analysts have slightly raised their price target for UACJ, increasing fair value by ¥20 to ¥1,850 per share. The revision reflects modestly higher assumptions for revenue growth, profit margins and future valuation multiples, despite a somewhat higher discount rate.
Narrative Update Nov 25

5741: Stable Earnings Outlook Expected Amid Lower Revenue Growth Forecast

Analysts have adjusted their price target for UACJ to ¥1,830, as they cite a modest decrease in projected revenue growth and profit margin. However, their overall fair value estimate remains unchanged.
Analysis Article Nov 19

Investors Can Find Comfort In UACJ's (TSE:5741) Earnings Quality

Soft earnings didn't appear to concern UACJ Corporation's ( TSE:5741 ) shareholders over the last week. We did some...
Analysis Article Nov 11

UACJ (TSE:5741) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Narrative Update Nov 10

5741: Fair Outlook Projected With Stable Forecasts And Unchanged Estimate

Narrative Update on UACJ: Analyst Price Target Adjustment Analysts have maintained their fair value estimate for UACJ unchanged at ¥1,830. This reflects ongoing confidence in the company's outlook despite minor adjustments to certain financial assumptions.
Analysis Article Oct 27

A Look At The Fair Value Of UACJ Corporation (TSE:5741)

Key Insights UACJ's estimated fair value is JP¥1,931 based on 2 Stage Free Cash Flow to Equity With JP¥1,954 share...
Narrative Update Oct 27

Stock Split And Dividend Changes Will Shape Aluminum Outlook Over Coming Year

Analysts have raised their price target for UACJ from ¥1,787.83 to ¥1,830.00. They cited improved revenue growth projections and a marginal reduction in the discount rate as key factors behind the adjustment.
Narrative Update Oct 13

Growing Can Stock And EV Markets Will Drive Aluminum Demand Through FY 2030

Analysts have raised their price target for UACJ from ¥1,687.92 to ¥1,787.83, citing expectations for slightly stronger revenue growth and improved profit margins in future forecasts. What's in the News UACJ Corporation revised its dividend forecast for the fiscal year ending March 31, 2026, reducing the expected dividend to JPY 20.00 per share from the previously announced JPY 80.00 per share (Key Developments).
Analysis Article Sep 30

Investors Appear Satisfied With UACJ Corporation's (TSE:5741) Prospects

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider UACJ...
Narrative Update Sep 29

Growing Can Stock And EV Markets Will Drive Aluminum Demand Through FY 2030

Despite a modest improvement in revenue growth forecasts and a slight uptick in the future P/E multiple, analysts have materially reduced UACJ's fair value estimate, with the consensus price target dropping from ¥6602 to ¥1688. What's in the News UACJ reduced its dividend forecast for the fiscal year ending March 31, 2026, from JPY 80.00 per share to JPY 20.00 per share.
Narrative Update Aug 27

Growing Can Stock And EV Markets Will Drive Aluminum Demand Through FY 2030

The upward revision in UACJ's consensus price target reflects improved analyst expectations, primarily driven by stronger revenue growth forecasts and a higher future P/E, resulting in a new target of ¥6,468. What's in the News Board approved a four-for-one stock split of common shares and partial amendment to Articles of Incorporation related to the split.
Analysis Article Aug 08

UACJ Corporation Just Missed EPS By 74%: Here's What Analysts Think Will Happen Next

TSE:5741 1 Year Share Price vs Fair Value Explore UACJ's Fair Values from the Community and select yours Last week, you...
Analysis Article Jul 25

UACJ (TSE:5741) Is Due To Pay A Dividend Of ¥80.00

UACJ Corporation ( TSE:5741 ) has announced that it will pay a dividend of ¥80.00 per share on the 2nd of December...
Analysis Article Jul 10

UACJ (TSE:5741) Will Pay A Dividend Of ¥80.00

The board of UACJ Corporation ( TSE:5741 ) has announced that it will pay a dividend on the 2nd of December, with...
Analysis Article May 02

Is UACJ (TSE:5741) Using Too Much Debt?

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

Estimating The Fair Value Of UACJ Corporation (TSE:5741)

Key Insights UACJ's estimated fair value is JP¥5,505 based on 2 Stage Free Cash Flow to Equity With JP¥4,490 share...
User avatar
New Narrative Feb 07

Growing Can Stock And EV Markets Will Drive Aluminum Demand Through FY 2030

Strategic investments in capacity and recycling technology are expected to boost operational efficiency, leading to improved net margins.
Analysis Article Jan 27

UACJ (TSE:5741) Is Experiencing Growth In Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Analysis Article Dec 20

Are Investors Undervaluing UACJ Corporation (TSE:5741) By 40%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, UACJ fair value estimate is JP¥8,597 UACJ's JP¥5,190 share...
Analysis Article Nov 27

With UACJ Corporation (TSE:5741) It Looks Like You'll Get What You Pay For

There wouldn't be many who think UACJ Corporation's ( TSE:5741 ) price-to-sales (or "P/S") ratio of 0.3x is worth a...
Analysis Article Aug 19

Market Participants Recognise UACJ Corporation's (TSE:5741) Earnings Pushing Shares 25% Higher

UACJ Corporation ( TSE:5741 ) shareholders would be excited to see that the share price has had a great month, posting...
Analysis Article Aug 09

A Look At The Intrinsic Value Of UACJ Corporation (TSE:5741)

Key Insights UACJ's estimated fair value is JP¥5,305 based on 2 Stage Free Cash Flow to Equity Current share price of...
Analysis Article Jul 12

UACJ (TSE:5741) Is Posting Promising Earnings But The Good News Doesn’t Stop There

UACJ Corporation's ( TSE:5741 ) recent earnings report didn't offer any surprises, with the shares unchanged over the...
Analysis Article Jun 14

Is UACJ (TSE:5741) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analysis Article Mar 07

A Look At The Intrinsic Value Of UACJ Corporation (TSE:5741)

Key Insights UACJ's estimated fair value is JP¥3,624 based on 2 Stage Free Cash Flow to Equity UACJ's JP¥4,040 share...

Earnings and Revenue Growth Forecasts

TSE:5741 - Analysts future estimates and past financials data (JPY Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
3/31/20291,292,56734,66736,800N/A3
3/31/20281,328,93836,59631,550N/A6
3/31/20271,300,77635,0536,450N/A6
3/31/20261,169,97531,186-37,100N/A6
12/31/20251,102,06427,937N/AN/AN/A
9/30/20251,051,80518,642-7,68445,211N/A
6/30/20251,013,17214,629N/AN/AN/A
3/31/2025998,78127,979-29,2899,119N/A
12/31/2024970,86532,031N/AN/AN/A
9/30/2024944,93926,01526,33662,385N/A
6/30/2024929,24625,593N/AN/AN/A
3/31/2024892,78113,85861,02594,918N/A
12/31/2023894,8364,166N/AN/AN/A
9/30/2023908,070-5,96149,13680,576N/A
6/30/2023926,722-6,574N/AN/AN/A
3/31/2023962,8854,70326,32952,587N/A
12/31/2022948,58516,151N/AN/AN/A
9/30/2022907,63329,967-31,965-8,176N/A
6/30/2022856,39437,489N/AN/AN/A
3/31/2022782,91132,054-13,1337,799N/A
12/31/2021724,96924,649N/AN/AN/A
9/30/2021670,18419,08312,22829,059N/A
6/30/2021610,2395,672N/AN/AN/A
3/31/2021569,756-3,26914,80638,623N/A
12/31/2020559,833-3,207N/AN/AN/A
9/30/2020565,15037510,64548,537N/A
6/30/2020588,6963,479N/AN/AN/A
3/31/2020615,1502,0384,74858,115N/A
12/31/2019626,646476N/AN/AN/A
9/30/2019645,081-4,629N/A35,112N/A
6/30/2019649,531-2,757N/AN/AN/A
3/31/2019661,3301,116N/A10,651N/A
12/31/2018663,0422,805N/AN/AN/A
9/30/2018653,2737,749N/A17,465N/A
6/30/2018643,32910,112N/AN/AN/A
3/31/2018624,27012,253N/A17,381N/A
12/31/2017609,80514,666N/AN/AN/A
9/30/2017591,30713,409N/A13,899N/A
6/30/2017582,05711,729N/AN/AN/A
3/31/2017568,3168,715N/A28,393N/A
12/31/2016564,8634,374N/AN/AN/A
9/30/2016563,2152,940N/A36,097N/A
6/30/2016567,4754,169N/AN/AN/A
3/31/2016575,7355,105N/A22,511N/A
12/31/2015574,1004,499N/AN/AN/A
9/30/2015583,3387,411N/A25,915N/A
6/30/2015579,1697,307N/AN/AN/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: 5741's forecast earnings growth (4.9% per year) is above the savings rate (0.8%).

Earnings vs Market: 5741's earnings (4.9% per year) are forecast to grow slower than the JP market (10.1% per year).

High Growth Earnings: 5741's earnings are forecast to grow, but not significantly.

Revenue vs Market: 5741's revenue (3.9% per year) is forecast to grow slower than the JP market (6.1% per year).

High Growth Revenue: 5741'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: 5741's Return on Equity is forecast to be low in 3 years time (9.5%).


Discover growth companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 07:24
End of Day Share Price 2026/05/11 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

UACJ Corporation is covered by 14 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
Takashi EnomotoBofA Global Research
null nullDaiwa Securities Co. Ltd.
Shinichiro OzakiDaiwa Securities Co. Ltd.