Sumco (3436) Aktievy
Sumco Corporation tillverkar och säljer kiselskivor till halvledarindustrin i Japan, USA, Kina, Taiwan, Korea och internationellt. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 2/6 |
| Framtida tillväxt | 4/6 |
| Tidigare resultat | 0/6 |
| Finansiell hälsa | 3/6 |
| Utdelningar | 0/6 |
3436 Community Fair Values
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Analyst Price Targets
Sumco Corporation Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | JP¥3,177.00 |
| 52 veckors högsta | JP¥3,859.00 |
| 52 veckors lägsta | JP¥937.00 |
| Beta | 1 |
| 1 månads förändring | 41.77% |
| 3 månaders förändring | 96.84% |
| 1 års förändring | 231.49% |
| 3 års förändring | 51.79% |
| 5 års förändring | 24.59% |
| Förändring sedan börsintroduktionen | 62.92% |
Senaste nyheter och uppdateringar
Analysartikel • May 15
JP¥2,195 - That's What Analysts Think Sumco Corporation (TSE:3436) Is Worth After These Results
Shareholders of Sumco Corporation ( TSE:3436 ) will be pleased this week, given that the stock price is up 13% to...
Uppdatering av berättelse • May 02
3436: Expected Losses And Subsidiary Reclassification Will Further Cap Future Upside
Analysts have kept Sumco's fair value estimate steady at ¥1,050. A modestly lower discount rate and slightly higher assumed revenue growth, profit margin and future P/E of 19.63x now underpin the updated price target rationale.Uppdatering av berättelse • Apr 17
3436: Expected Losses And Subsidiary Reclassification Will Further Cap Future Share Upside
Analysts have kept their ¥1,050 price target for Sumco unchanged, pointing to updated assumptions that now reflect revenue growth of 35.4%, a profit margin of 5.99% and a forward P/E of 20.20 as the key drivers behind this level. What's in the News Board meeting set for February 19, 2026 to consider selling part of the stake in FORMOSA SUMCO TECHNOLOGY CORPORATION, shifting it from a consolidated subsidiary to an equity method affiliate, along with decisions on the year end dividend for fiscal 2025 and other business items (Key Developments).Recent updates
Analysartikel • May 15
JP¥2,195 - That's What Analysts Think Sumco Corporation (TSE:3436) Is Worth After These Results
Shareholders of Sumco Corporation ( TSE:3436 ) will be pleased this week, given that the stock price is up 13% to...Uppdatering av berättelse • May 02
3436: Expected Losses And Subsidiary Reclassification Will Further Cap Future Upside
Analysts have kept Sumco's fair value estimate steady at ¥1,050. A modestly lower discount rate and slightly higher assumed revenue growth, profit margin and future P/E of 19.63x now underpin the updated price target rationale.Uppdatering av berättelse • Apr 17
3436: Expected Losses And Subsidiary Reclassification Will Further Cap Future Share Upside
Analysts have kept their ¥1,050 price target for Sumco unchanged, pointing to updated assumptions that now reflect revenue growth of 35.4%, a profit margin of 5.99% and a forward P/E of 20.20 as the key drivers behind this level. What's in the News Board meeting set for February 19, 2026 to consider selling part of the stake in FORMOSA SUMCO TECHNOLOGY CORPORATION, shifting it from a consolidated subsidiary to an equity method affiliate, along with decisions on the year end dividend for fiscal 2025 and other business items (Key Developments).Uppdatering av berättelse • Apr 03
3436: Expected Losses And Affiliate Reclassification Will Limit Future Share Upside
Analysts have raised their fair value estimate for Sumco from ¥972.92 to ¥1,050.00, attributing the change to adjustments in the discount rate, revenue growth, profit margin, and a higher assumed future P/E multiple. What's in the News A board meeting is scheduled for February 19, 2026, to consider reclassifying Formosa Sumco Technology Corporation from a consolidated subsidiary to an equity method affiliate through a partial share sale on the securities market.
Uppdatering av berättelse • Mar 20
3436: Dividend Hike And Near Term Loss Outlook Will Shape Fair Value View
Analysts have raised their price target for Sumco from ¥1,703 to ¥1,722, reflecting updated assumptions for slightly stronger revenue growth, a firmer profit margin, and a modestly lower future P/E multiple. What's in the News Board meeting on February 19, 2026 to consider selling a portion of shares in FORMOSA SUMCO TECHNOLOGY CORPORATION on the securities market, which would reclassify it from a consolidated subsidiary to an equity method affiliate, along with decisions on the fiscal 2025 year end dividend and other business items (Key Developments) Board meeting on February 10, 2026 to review and approve changes in personnel affairs and other matters (Key Developments) Announcement of a year end dividend of ¥10.00 per share for the fiscal year ended December 31, 2025, compared with ¥6.00 per share paid the prior year, payable on March 9, 2026 with a record date of December 31, 2025 (Key Developments) Guidance for the first quarter ending March 31, 2026, with expected consolidated net sales of ¥100,000 million, operating loss of ¥6,000 million, loss attributable to owners of parent of ¥10,000 million, and basic loss per share of ¥28.59 (Key Developments) Board meeting on January 5, 2026 to consider and approve changes in personnel affairs (Key Developments) Valuation Changes Fair Value: Adjusted slightly higher from ¥1,703.13 to ¥1,721.88 per share.Uppdatering av berättelse • Mar 06
3436: Dividend Hike And Loss Outlook Will Shape Fair Value View
Analysts have raised their price target on Sumco from ¥1,574 to ¥1,703. This change reflects updated assumptions for slightly higher revenue, a modestly lower profit margin, and a higher future P/E multiple in their models.Uppdatering av berättelse • Feb 20
3436: Dividend Increase And Loss Guidance Will Shape Fairly Balanced Outlook
Analysts have lifted their price target on Sumco from ¥1,520 to about ¥1,574, reflecting updated assumptions that combine a slightly lower revenue growth outlook with a modestly higher profit margin and a marginal adjustment to the expected future P/E multiple. What's in the News Board meeting scheduled for February 19, 2026 to consider reclassifying consolidated subsidiary Formosa Sumco Technology Corporation as an equity method affiliate through a partial share sale on the securities market, to decide the year end dividend for fiscal 2025 and to address other business items (company announcement).Analysartikel • Feb 12
Analysts Are Updating Their Sumco Corporation (TSE:3436) Estimates After Its Yearly Results
As you might know, Sumco Corporation ( TSE:3436 ) recently reported its full-year numbers. It was a respectable set of...Uppdatering av berättelse • Feb 06
3436: Dividend Commitment And Loss Guidance Will Shape Balanced Forward Outlook
Analysts have kept their fair value estimate for Sumco broadly steady at ¥1,520, with only small adjustments to the discount rate, margin and future P/E assumptions. This reflects fine tuning of their models rather than a major shift in view.Uppdatering av berättelse • Jan 22
3436: Future Dividend Commitment And Higher P/E Assumptions Will Support Balanced Outlook
Analysts have raised their fair value estimate for Sumco from ¥1,472.50 to ¥1,520.00, reflecting updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. What's in the News A board meeting is scheduled for Jan 5, 2026 to consider and approve changes in personnel affairs, signaling upcoming adjustments in senior roles or governance (company announcement).Analysartikel • Jan 15
Sumco Corporation's (TSE:3436) Share Price Boosted 29% But Its Business Prospects Need A Lift Too
Sumco Corporation ( TSE:3436 ) shareholders are no doubt pleased to see that the share price has bounced 29% in the...Uppdatering av berättelse • Jan 08
3436: Future Loss Guidance And Lower P/E Will Restrain Share Upside
Analysts have lifted their price target for Sumco from ¥950 to about ¥973, citing updated assumptions for revenue growth, profit margins, and a lower future P/E that shift their valuation inputs. What's in the News Board meeting scheduled for January 5, 2026, to consider and approve changes in personnel affairs, which could affect senior management roles and decision making (Key Developments).Uppdatering av berättelse • Dec 24
3436: Future Dividend Stability And Modest Margin Recovery Will Support Upside
Analysts have trimmed their price target for Sumco slightly, from ¥1,493 to ¥1,473, citing marginally softer long term assumptions for revenue growth and profit margins, while keeping the discount rate and future valuation multiples broadly unchanged. What's in the News Issued new consolidated guidance for fiscal 2025, projecting net sales of JPY 404.4 billion, an operating loss of JPY 4.2 billion, and a net loss of JPY 16.9 billion, or a basic loss per share of JPY 48.33 (Key Developments).Analysartikel • Dec 19
Sumco (TSE:3436) Has Announced A Dividend Of ¥10.00
The board of Sumco Corporation ( TSE:3436 ) has announced that it will pay a dividend of ¥10.00 per share on the 9th of...Uppdatering av berättelse • Dec 10
3436: Stable Dividend And Modest Margin Recovery Will Support Future Upside
Analysts have modestly raised their price target on Sumco to ¥1,493.13 per share, citing stable long term revenue growth, profit margin expectations, and a consistent future P E multiple that together support a slightly higher valuation profile. What's in the News Issued consolidated guidance for fiscal 2025, forecasting net sales of JPY 404.4 billion, an operating loss of JPY 4.2 billion, and a loss attributable to owners of JPY 16.9 billion, or a basic loss of JPY 48.33 per share (company guidance) Revised dividend guidance for fiscal 2025, now expecting an annual dividend of JPY 20 per share, including an interim dividend of JPY 10 and a newly set year end dividend of JPY 10 per share (company guidance) Scheduled a board meeting for November 11, 2025, with an agenda focused on revising the dividend forecast (company announcement) Valuation Changes Fair Value: Unchanged at approximately ¥1,493.13 per share, indicating no revision to the intrinsic valuation estimate.Analysartikel • Dec 06
Sumco (TSE:3436) Has A Somewhat Strained Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Uppdatering av berättelse • Nov 26
3436: Dividend Revision And Modest Earnings Recovery Will Support Future Upside
Analysts have slightly reduced their price target for Sumco from ¥1,519.69 to ¥1,493.13. This change reflects minor adjustments to profit margin and revenue growth projections while maintaining the same discount rate.Analysartikel • Nov 18
Sumco (TSE:3436) Will Pay A Dividend Of ¥10.00
The board of Sumco Corporation ( TSE:3436 ) has announced that it will pay a dividend of ¥10.00 per share on the 9th of...Analysartikel • Nov 13
Sumco Corporation (TSE:3436) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year
It's shaping up to be a tough period for Sumco Corporation ( TSE:3436 ), which a week ago released some disappointing...Analysartikel • Nov 12
Investors Give Sumco Corporation (TSE:3436) Shares A 29% Hiding
Sumco Corporation ( TSE:3436 ) shareholders won't be pleased to see that the share price has had a very rough month...Uppdatering av berättelse • Nov 08
3436: Fair Value Estimate Will Remain Stable Despite Minor Model Revisions
Analysts have maintained their fair value estimate for Sumco at ¥1,519.69, noting only minor adjustments to model assumptions and reaffirming their existing outlook for the company. Valuation Changes Fair Value Estimate remains steady at ¥1,519.69, with no change from the previous assessment.Uppdatering av berättelse • Oct 25
Dividend Decisions And Financial Forecasts Will Shape Industry Positioning Ahead
Analysts have raised their price target for Sumco from ¥1,455.31 to ¥1,519.69, citing modest improvements in revenue growth forecasts, while changes in other financial assumptions have been only incremental. What's in the News Sumco Corporation announced a second quarter-end dividend of JPY 10.00 per share for the six months ended June 30, 2025.Uppdatering av berättelse • Oct 11
Focusing On AI-Driven Advanced Wafers To Secure Future Success
Analysts have raised their price target for Sumco from ¥1,399.69 to ¥1,455.31, citing incremental improvements in revenue growth and profit margin forecasts. What's in the News Sumco announced its second quarter-end dividend of JPY 10.00 per share for the six months ended June 30, 2025, which is down from JPY 15.00 per share a year earlier (Key Developments).Uppdatering av berättelse • Sep 27
Focusing On AI-Driven Advanced Wafers To Secure Future Success
Sumco's consensus price target has been raised to ¥1400, primarily reflecting multiple expansion as the future P/E increased despite revenue growth forecasts remaining stable. What's in the News Second quarter-end dividend reduced to JPY 10.00 per share from JPY 15.00 per share a year ago.Analysartikel • Sep 22
Why Investors Shouldn't Be Surprised By Sumco Corporation's (TSE:3436) 27% Share Price Surge
Sumco Corporation ( TSE:3436 ) shares have continued their recent momentum with a 27% gain in the last month alone...Analysartikel • Aug 20
Some Investors May Be Willing To Look Past Sumco's (TSE:3436) Soft Earnings
The market for Sumco Corporation's ( TSE:3436 ) shares didn't move much after it posted weak earnings recently. We did...Uppdatering av berättelse • Aug 19
Focusing On AI-Driven Advanced Wafers To Secure Future Success
Sumco's consensus price target has been revised downward primarily due to a decline in net profit margin and a slight increase in future P/E, resulting in a new fair value estimate of ¥1,312. What's in the News Board approved an interim dividend announcement for fiscal year 2025.Analysartikel • Aug 10
Earnings Beat: Sumco Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Investors in Sumco Corporation ( TSE:3436 ) had a good week, as its shares rose 4.6% to close at JP¥1,218 following the...Analysartikel • Jul 21
Is Sumco (TSE:3436) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analysartikel • Jun 20
Sumco (TSE:3436) Will Pay A Dividend Of ¥10.00
Sumco Corporation's ( TSE:3436 ) investors are due to receive a payment of ¥10.00 per share on 4th of September. The...Analysartikel • Jun 17
Sumco's (TSE:3436) Returns On Capital Not Reflecting Well On The Business
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analysartikel • May 31
Calculating The Fair Value Of Sumco Corporation (TSE:3436)
Key Insights The projected fair value for Sumco is JP¥1,024 based on 2 Stage Free Cash Flow to Equity With JP¥983 share...
Ny berättelse • Feb 22
Modernizing Plants Will Enable Production Of Leading-Edge Wafers To Meet Future Demand
Sumco's production enhancements and restructuring efforts aim to improve profitability by focusing on high-demand, leading-edge wafers and optimizing operational efficiency.Aktieägarnas avkastning
| 3436 | JP Semiconductor | JP Marknad | |
|---|---|---|---|
| 7D | 2.8% | 8.7% | 1.2% |
| 1Y | 231.5% | 248.4% | 42.1% |
Avkastning vs industri: 3436 presterade sämre än JP Semiconductor branschen som gav 248.4 % under det senaste året.
Avkastning vs Marknaden: 3436 översteg JP marknaden som gav 42.1 % under det senaste året.
Prisvolatilitet
| 3436 volatility | |
|---|---|
| 3436 Average Weekly Movement | 12.6% |
| Semiconductor Industry Average Movement | 9.5% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in JP Market | 9.6% |
| 10% least volatile stocks in JP Market | 2.5% |
Stabil aktiekurs: 3436 s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för JP.
Volatilitet över tid: 3436 s veckovolatilitet ( 13% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av JP aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1999 | 9,714 | Jiro Ryuta | www.sumcosi.com |
Sumco Corporation tillverkar och säljer kiselskivor till halvledarindustrin i Japan, USA, Kina, Taiwan, Korea och internationellt. Företaget erbjuder polerade, glödgade, epitaxiala, junction isolated, silicon-on-insulator och återvunna polerade wafers samt monokristallina ingots. Sumco Corporation var tidigare känt som Sumitomo Mitsubishi Silicon Corp. och bytte namn till Sumco Corporation i augusti 2005.
Sumco Corporation Sammanfattning av grunderna
| 3436 grundläggande statistik | |
|---|---|
| Börsvärde | JP¥1.11t |
| Vinst(TTM) | -JP¥23.27b |
| Intäkter(TTM) | JP¥408.60b |
2.7x
P/S-förhållande-47.8x
P/E-förhållandeÄr 3436 övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| 3436 resultaträkning (TTM) | |
|---|---|
| Intäkter | JP¥408.60b |
| Kostnad för intäkter | JP¥364.65b |
| Bruttovinst | JP¥43.95b |
| Övriga kostnader | JP¥67.22b |
| Intäkter | -JP¥23.27b |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | -66.53 |
| Bruttomarginal | 10.76% |
| Nettovinstmarginal | -5.69% |
| Skuld/egenkapitalförhållande | 58.3% |
Hur har 3436 utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
0.6%
Aktuell utdelningsavkastning-30%
UtbetalningskvotGer 3436 en tillförlitlig utdelning?
Se 3436 utdelningshistorik och jämförelsetal| Sumco datum för utdelning | |
|---|---|
| Ex utdelningsdag | Jun 29 2026 |
| Utbetalningsdag för utdelning | Sep 04 2026 |
| Dagar till Ex-utdelning | 36 days |
| Dagar till utdelningsdag | 103 days |
Ger 3436 en tillförlitlig utdelning?
Se 3436 utdelningshistorik och jämförelsetalFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/22 12:26 |
| Aktiekurs vid dagens slut | 2026/05/22 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Sumco Corporation bevakas av 25 analytiker. 16 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Mikiya Yamada | Barclays |
| Hao Dai | Bernstein |
| Stacy Rasgon | Bernstein |