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ROHM Co., Ltd.TSE:6963 Stock Report

Market Cap JP¥1.9t
Share Price
JP¥5.03k
JP¥2.94k
70.8% overvalued intrinsic discount
1Y256.2%
7D21.4%
1D
Portfolio Value
View

ROHM Co., Ltd.

TSE:6963 Stock Report

Market Cap: JP¥1.9t

ROHM (6963) Stock Overview

Manufactures and sells electronic components worldwide. More details

6963 fundamental analysis
Snowflake Score
Valuation0/6
Future Growth3/6
Past Performance0/6
Financial Health5/6
Dividends0/6

6963 Community Fair Values

Create Narrative

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

ROHM Co., Ltd. Competitors

Price History & Performance

Summary of share price highs, lows and changes for ROHM
Historical stock prices
Current Share PriceJP¥5,030.00
52 Week HighJP¥5,099.00
52 Week LowJP¥1,402.00
Beta0.66
1 Month Change33.60%
3 Month Change83.85%
1 Year Change256.23%
3 Year Change65.32%
5 Year Change94.02%
Change since IPO934.74%

Recent News & Updates

Narrative Update May 11

6963: Power Semiconductor M&A Uncertainty Will Continue To Cap Future Share Price Potential

Analysts have adjusted their view on ROHM with a revised price target of ¥2,944, reflecting updated assumptions around the discount rate and future P/E, while keeping revenue growth and profit margin expectations essentially unchanged. What's in the News DENSO proposed to acquire the remaining 95.2% of ROHM for an estimated US$8.3b, aiming for full ownership, before later withdrawing the offer after failing to secure support from ROHM's board and special committee (M&A announcement and cancellation).

Recent updates

Narrative Update May 11

6963: Power Semiconductor M&A Uncertainty Will Continue To Cap Future Share Price Potential

Analysts have adjusted their view on ROHM with a revised price target of ¥2,944, reflecting updated assumptions around the discount rate and future P/E, while keeping revenue growth and profit margin expectations essentially unchanged. What's in the News DENSO proposed to acquire the remaining 95.2% of ROHM for an estimated US$8.3b, aiming for full ownership, before later withdrawing the offer after failing to secure support from ROHM's board and special committee (M&A announcement and cancellation).
Narrative Update Apr 22

6963: Power Semiconductor M&A Uncertainty Will Limit Future Share Price Upside

Analysts have raised their price target for ROHM from ¥2,838.89 to ¥2,944.44, citing slightly revised assumptions for discount rates, revenue, profit margins, and future P/E as the primary factors behind the adjustment. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A transaction announcement).
Narrative Update Apr 07

6963: Ongoing Takeover And Merger Talks Will Restrict Future Share Upside

Analysts have adjusted their price target for ROHM from ¥2,715 to about ¥2,839, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News DENSO Corporation has proposed acquiring the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A Transaction Announcements).
Narrative Update Mar 23

6963: Pending Takeover Talks Will Limit Future Upside Potential

Analysts have adjusted their price target on ROHM to ¥2,715 from ¥2,435, reflecting updated assumptions for profit margins, revenue growth and future P/E multiples. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would result in DENSO owning 100% of the company if completed (M&A transaction announcement).
Narrative Update Mar 08

6963: GaN Power Expansion And Pending Takeover Will Restrain Future Upside

Analysts have made a slight upward adjustment to their price target on ROHM, nudging fair value from ¥2,431.82 to ¥2,435.00 as they refresh their assumptions on the discount rate, revenue growth, profit margin, and future P/E. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b, which would take its ownership to 100% if completed (M&A Transaction Announcements, March 6, 2026).
Narrative Update Feb 22

6963: Power Devices And Cost Discipline Will Shape Balanced Fair Value Outlook

Analysts have slightly raised their fair value estimate for ROHM from about ¥2,395 to roughly ¥2,432, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. What's in the News ROHM introduced the BD9xxN5 Series of 500mA LDO regulator ICs using its Nano Cap technology, targeting 12V and 24V primary power supplies in automotive, industrial, and communications equipment, with an emphasis on stable operation using small capacitors and low output voltage ripple (Key Developments).
New Narrative Feb 12

SiC Expansion And Margin Targets Will Likely Strain Capacity And Depress Returns

Catalysts About ROHM ROHM is a semiconductor manufacturer focused on power and analog technologies across automotive, industrial, consumer and AI server applications. What are the underlying business or industry changes driving this perspective?
Narrative Update Feb 07

6963: Product Pipeline And Cost Pressures Will Shape Balanced Fair Value Outlook

Analysts have raised their fair value estimate for ROHM from ¥2,240.91 to ¥2,395.45, citing slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E to support the higher price target. What's in the News ROHM introduced the BD9xxN5 Series of 500mA LDO regulator ICs using its Nano Cap control technology, aimed at 12V and 24V automotive, industrial and communication infrastructure power supplies, with a focus on stable operation using small capacitors and reduced output voltage ripple (Key Developments).
Analysis Article Feb 06

Earnings Miss: ROHM Co., Ltd. Missed EPS By 18% And Analysts Are Revising Their Forecasts

ROHM Co., Ltd. ( TSE:6963 ) shareholders are probably feeling a little disappointed, since its shares fell 6.8% to...
New Narrative Jan 28

Fair Long-Term View Centers On SiC Power Devices And Automotive Expansion

Catalysts About ROHM ROHM is a semiconductor company focused on power and analog technologies across automotive, industrial and consumer markets. What are the underlying business or industry changes driving this perspective?
Narrative Update Jan 24

6963: Elevated Multiple And Cost Pressures Will Constrain Product Ramp Upside

Analysts have lifted their fair value estimate for ROHM from ¥2,204.55 to ¥2,240.91, reflecting updated assumptions around discount rates, profit margins and future P/E that slightly adjust their overall price target outlook. What's in the News ROHM revised its consolidated earnings guidance for the year ending March 31, 2026, now projecting net sales of ¥460,000m, operating profit of ¥5,000m, profit attributable to owners of parent of ¥9,000m, and net income per share of ¥23.31, compared with prior guidance of net sales of ¥440,000m, operating profit of ¥4,000m, profit attributable to owners of parent of ¥7,000m, and net income per share of ¥18.14 (Corporate guidance).
Analysis Article Jan 22

ROHM (TSE:6963) Has Announced A Dividend Of ¥25.00

The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend on the 26th of June, with investors...
Narrative Update Jan 09

6963: Product Ramp And Raised Guidance Will Support Balanced Earnings Outlook

Analysts have kept their fair value estimate for ROHM steady at ¥2,204.55 while slightly adjusting inputs such as the discount rate and future P/E. This reflects fine tuning of their valuation framework rather than a major shift in outlook.
Analysis Article Jan 08

ROHM (TSE:6963) Is Paying Out A Dividend Of ¥25.00

ROHM Co., Ltd. ( TSE:6963 ) will pay a dividend of ¥25.00 on the 26th of June. This makes the dividend yield 2.1...
Narrative Update Dec 22

6963: New Product Pipeline And Guidance Revision Will Support Balanced Profit Outlook

Analysts have modestly raised their price target on ROHM, reflecting slightly higher long term growth and profitability expectations. They are maintaining a fair value estimate of ¥2,204.55 per share, as incremental improvements in revenue growth and profit margins offset a marginally higher discount rate and a slightly lower assumed future P E multiple.
Analysis Article Dec 21

ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00

ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th of June. This...
Narrative Update Dec 08

6963: New Guidance And Manufacturing Reorganization Will Support Balanced Profit Outlook

Analysts have slightly trimmed their price target on ROHM from approximately $2,222.73 to $2,204.55, reflecting a modest recalibration of valuation multiples, despite marginally higher revenue growth expectations and a lower discount rate. What's in the News Raising full year FY2026 guidance, ROHM now expects net sales of JPY 460 billion and profit attributable to owners of parent of JPY 9 billion, citing stronger first half demand in PCs, servers, and energy saving applications despite macro and cost headwinds (Corporate guidance) The Board approves an interim dividend for shareholders of record on September 30, 2025 and will review the year end dividend forecast, underscoring its policy of stable returns (Board meeting) The Board authorizes a reorganization of the Shiga Plant and four domestic manufacturing related entities into two dedicated wafer and assembly manufacturing companies to improve group manufacturing efficiency and productivity (Board meeting) ROHM launches volume production of multiple next generation power devices and modules, including SiC MOSFETs in TOLL packages, 2 in 1 SiC DOT 247 molded modules, and new high side smart switches aimed at automotive and industrial power density and efficiency gains (Product announcements) New sensing and protection components such as the RPR 0730 high speed optical sensor, the RBE01VYM6AFH Schottky barrier diode for high resolution image sensors, and the ultra low power TLR1901GXZ op amp target growth in ADAS, factory automation, and low power IoT applications (Product announcements) Valuation Changes Fair Value: Trimmed slightly from approximately ¥2,222.73 to ¥2,204.55, reflecting a modest downward revision in the intrinsic value estimate.
Analysis Article Dec 07

ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00

ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 26th of June. The...
Narrative Update Nov 24

6963: New Guidance And Product Advances Will Support Balanced Profit Outlook

Analysts have raised their price target for ROHM from ¥2,204.55 to ¥2,222.73. This reflects their view of improved revenue growth prospects, despite greater caution on profit margins and valuation multiples.
Narrative Update Nov 09

6963: Future Margins And Reliability Initiatives Will Balance Slower Sales Momentum

Analysts have lowered their price target for ROHM, reducing the fair value estimate from ¥2,275 to approximately ¥2,204. This adjustment reflects updated assumptions on slower revenue growth and a higher discount rate, even as profit margin forecasts have improved.
Analysis Article Nov 09

ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

As you might know, ROHM Co., Ltd. ( TSE:6963 ) just kicked off its latest interim results with some very strong...
Narrative Update Oct 26

Steady Outlook And Advanced Power Devices Will Shape Future Opportunities

Narrative Update on ROHM: Analyst Price Target Revision Analysts have maintained their price target for ROHM at ¥2,275. They cite stable expectations around key financial metrics and a steady outlook for the company's performance.
Narrative Update Oct 12

SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets

Analysts have raised their price target for ROHM from ¥2,149 to ¥2,275. This change reflects slightly higher expected revenue growth and updated market assumptions.
Narrative Update Sep 28

SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets

The upward revision in ROHM's consensus analyst price target to ¥2149 is primarily supported by an increase in its expected Future P/E, signaling higher anticipated growth or valuation multiples. What's in the News ROHM has developed the LogiCoA power supply solution, a hybrid analog-digital reference design using single-MCU control for both PFC and flyback converter topologies, enhancing precision and efficiency in industrial and consumer power supplies.
Analysis Article Sep 23

ROHM (TSE:6963) Will Pay A Dividend Of ¥25.00

The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend on the 8th of December, with...
Narrative Update Sep 13

SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets

ROHM’s fair value was maintained with only a negligible upward revision in analyst price target to ¥2004, reflecting stable revenue growth forecasts and an unchanged discount rate. What's in the News ROHM announced the TLR1901GXZ, an ultra-compact CMOS op amp with the industry's lowest circuit current and high measurement accuracy, targeting handheld, wearable, and motion detection applications.
Analysis Article Sep 09

ROHM (TSE:6963) Has Affirmed Its Dividend Of ¥25.00

The board of ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 8th of...
Narrative Update Aug 27

SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets

The modest upward revision in ROHM's consensus price target to ¥1894 primarily reflects a slight improvement in revenue growth forecasts, while the discount rate remains stable. What's in the News ROHM launched the AW2K21, an industry-leading 30V N-channel MOSFET in a 2.0mm x 2.0mm package, offering 2.0 milliohms ON-resistance and integrating bidirectional protection with significant reduction in footprint and power loss; miniaturization efforts continue with even smaller models under development.
Analysis Article Aug 06

ROHM Co., Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

TSE:6963 1 Year Share Price vs Fair Value Explore ROHM's Fair Values from the Community and select yours ROHM Co., Ltd...
Analysis Article Jul 21

ROHM (TSE:6963) Is Due To Pay A Dividend Of ¥25.00

ROHM Co., Ltd. ( TSE:6963 ) has announced that it will pay a dividend of ¥25.00 per share on the 8th of December. This...
Analysis Article Jun 25

Subdued Growth No Barrier To ROHM Co., Ltd. (TSE:6963) With Shares Advancing 27%

ROHM Co., Ltd. ( TSE:6963 ) shareholders would be excited to see that the share price has had a great month, posting a...

Shareholder Returns

6963JP SemiconductorJP Market
7D21.4%8.7%1.2%
1Y256.2%248.4%42.1%

Return vs Industry: 6963 exceeded the JP Semiconductor industry which returned 248.4% over the past year.

Return vs Market: 6963 exceeded the JP Market which returned 42.1% over the past year.

Price Volatility

Is 6963's price volatile compared to industry and market?
6963 volatility
6963 Average Weekly Movement9.7%
Semiconductor Industry Average Movement9.6%
Market Average Movement5.0%
10% most volatile stocks in JP Market9.5%
10% least volatile stocks in JP Market2.5%

Stable Share Price: 6963's share price has been volatile over the past 3 months compared to the JP market.

Volatility Over Time: 6963's weekly volatility (10%) has been stable over the past year, but is still higher than 75% of JP stocks.

About the Company

FoundedEmployeesCEOWebsite
194022,405Katsumi Azumawww.rohm.com

ROHM Co., Ltd. manufactures and sells electronic components worldwide. The company operates through: LSI, semiconductor element, Module, and others segments. The company provides ICs comprising memory, amplifiers and linear, power management, motor/actuator drivers, resistors, clocks and timers, switches and multiplexers, logic, data converters, sensors and MEMS, display drivers, interfaces, wireless LSIs, audio and video products, speech synthesis LSI, and microcontrollers.

ROHM Co., Ltd. Fundamentals Summary

How do ROHM's earnings and revenue compare to its market cap?
6963 fundamental statistics
Market capJP¥1.94t
Earnings (TTM)-JP¥158.44b
Revenue (TTM)JP¥481.15b
4.0x
P/S Ratio
-12.3x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
6963 income statement (TTM)
RevenueJP¥481.15b
Cost of RevenueJP¥365.92b
Gross ProfitJP¥115.23b
Other ExpensesJP¥273.67b
Earnings-JP¥158.44b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

Aug 05, 2026

Earnings per share (EPS)-410.51
Gross Margin23.95%
Net Profit Margin-32.93%
Debt/Equity Ratio52.7%

How did 6963 perform over the long term?

See historical performance and comparison

Dividends

1.0%
Current Dividend Yield
-12%
Payout Ratio

Does 6963 pay a reliable dividends?

See 6963 dividend history and benchmarks
When do you need to buy 6963 by to receive an upcoming dividend?
ROHM dividend dates
Ex Dividend DateMar 30 2026
Dividend Pay DateJun 25 2026
Days until Ex dividend57 days
Days until Dividend pay date30 days

Does 6963 pay a reliable dividends?

See 6963 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/25 22:26
End of Day Share Price 2026/05/25 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

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

ROHM Co., Ltd. is covered by 22 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Masaru KoshitaBarclays
Xin SunBernstein
Masashi KubotaBofA Global Research