AGC Inc.

TSE:5201 Stok Raporu

Piyasa değeri: JP¥1.6t

AGC Gelecekteki Büyüme

Future kriter kontrolleri 2/6

AGC kazanç ve gelirin sırasıyla yıllık 11.2% ve 3.2% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 11.2% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 7.3% olacağı tahmin edilmektedir.

Anahtar bilgiler

11.2%

Kazanç büyüme oranı

11.18%

EPS büyüme oranı

Building kazanç büyümesi9.6%
Gelir büyüme oranı3.2%
Gelecekteki özkaynak getirisi7.27%
Analist kapsamı

Good

Son güncelleme16 Jun 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • Nov 07

Earnings Update: AGC Inc. (TSE:5201) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Investors in AGC Inc. ( TSE:5201 ) had a good week, as its shares rose 6.4% to close at JP¥5,129 following the release...

Recent updates

Anlatı Güncellemesi • Jun 06

5201: Sustainability Progress And 2026 Plan Will Support Measured Fair Share Pricing

Analysts now place AGC's price target at about ¥7,100, up from roughly ¥5,900, citing updated assumptions that include a lower discount rate, slightly higher expectations for revenue growth and profit margins, and a higher future P/E multiple. What's in the News AGC Inc.
Yeni Anlatı • May 24

Rising Semiconductor Dependence And Cost Pressures Will Weaken Margins Over Time

Catalysts About AGC AGC is a diversified materials company with operations in glass, electronics, chemicals and life science related businesses. What are the underlying business or industry changes driving this perspective?
Anlatı Güncellemesi • Apr 24

5201: Governance Shift And 2026 Outlook Will Support Measured Fair Share Pricing

Analysts have nudged their price target for AGC to ¥5,883.75, a modest adjustment that reflects slightly updated assumptions around discount rate, revenue growth, profit margin and future P/E while keeping their overall valuation view intact. What's in the News AGC issued consolidated earnings guidance for the first half of 2026, with expected net sales of ¥1,070,000 million and operating profit of ¥60,000 million for the period ending June 30, 2026 (company guidance).
Anlatı Güncellemesi • Apr 10

5201: Governance Shift And 2026 Earnings Guidance Will Support Fair Share Pricing

The analyst price target for AGC has been revised to ¥5,883.75. The modest adjustment reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E that analysts see as better aligning the valuation with current risk and return expectations.
Anlatı Güncellemesi • Mar 27

5201: Governance Changes And 2026 Earnings Guidance Will Keep Shares Fairly Priced

Analysts have adjusted AGC's fair value estimate from ¥5,946.25 to ¥5,883.75. This change reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
Anlatı Güncellemesi • Mar 12

5201: Governance Shift And Earnings Outlook Will Keep Shares Fairly Priced

Analysts have raised their price target on AGC from ¥5,608.75 to ¥5,946.25, citing updated assumptions related to revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News The Board of Directors meeting on February 6, 2026 resolved to propose partial amendments to the Articles of Incorporation at the March 27, 2026 Annual General Meeting of Shareholders, with the aim of transitioning AGC to a Company with Audit and Supervisory Committee (Key Developments).
Anlatı Güncellemesi • Feb 24

5201: Governance Overhaul And CFO Exit Will Keep Shares Looking Expensive

The analyst price target for AGC has shifted from ¥5,540 to ¥5,608.75, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that analysts now factor into their models. What's in the News On February 6, 2026, the Board of Directors resolved to propose amendments to the Articles of Incorporation to transition AGC to a Company with Audit and Supervisory Committee, subject to approval at the 101st Annual General Meeting of Shareholders on March 27, 2026 (company announcement).
Yeni Anlatı • Feb 20

Semiconductor And Mobility Trends Will Support Long-Term Demand For Advanced Materials

Catalysts About AGC AGC is a global materials company with businesses in glass, chemicals, electronics and life sciences. What are the underlying business or industry changes driving this perspective?
Anlatı Güncellemesi • Feb 09

5201: Governance Shift And Biologics Deals Will Leave Shares Looking Expensive

Analysts have lifted their price target on AGC from $5,327.50 to $5,540.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E as key inputs to the revised valuation. What's in the News AGC issued consolidated earnings guidance for the first half of 2026, with expected net sales of JPY 1,070,000 million and operating profit of JPY 60,000 million for the period ending June 30, 2026 (company guidance).
Anlatı Güncellemesi • Jan 26

5201: Governance Changes And Biologics Partnerships Will Support Steady Long Term Outlook

Analysts have modestly adjusted their price target on AGC to $5,327.50. This reflects small tweaks to assumptions on the discount rate, long term revenue growth, profit margin, and future P/E expectations.
Anlatı Güncellemesi • Jan 11

5201: Governance Shift And Biologics Partnerships Will Gradually Support Balanced Outlook

Analysts now place AGC's fair value at US$5,327.50, up modestly from US$5,302.50. This reflects slightly higher assumptions for revenue growth, profit margin and future P/E.
Anlatı Güncellemesi • Dec 27

5201: Governance Overhaul And Biologics Pipeline Will Steadily Shape Future Performance

Narrative Update on Analyst Price Target Analysts have modestly lifted their price target for AGC to $5,302.50, reflecting slight improvements in the company’s discount rate assumptions and long term profitability outlook. What's in the News AGC Inc.
Anlatı Güncellemesi • Dec 13

5201: Governance Shifts And Biologics Alliances Will Shape Future Performance

Analysts have modestly raised their price target on AGC to align with a fair value of $5,302.50. This reflects slightly higher assumptions for the discount rate and future earnings multiple, while keeping long term growth and margin expectations largely unchanged.
Anlatı Güncellemesi • Nov 28

5201: Earnings Outlook And Executive Changes Will Shape 2025 Performance

The analyst price target for AGC has increased by $337.50 to $5,302.50, as analysts revise their valuation based on updated financial metrics and outlook. What's in the News AGC Biologics announced a partnership with Repair Biotechnologies to develop a novel mRNA therapy aimed at reducing atherosclerotic plaques, addressing a leading cause of human mortality (Key Developments).
Anlatı Güncellemesi • Nov 14

5201: Revenue Stability And Leadership Shifts Will Define 2025 Outlook

Analysts have raised their price target for AGC from $4,883.75 to $4,965.00, citing modest improvements in expected revenue growth and profit margins. What's in the News AGC Inc.
Analiz Makalesi • Nov 07

Earnings Update: AGC Inc. (TSE:5201) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Investors in AGC Inc. ( TSE:5201 ) had a good week, as its shares rose 6.4% to close at JP¥5,129 following the release...
Anlatı Güncellemesi • Oct 31

5201: Panel Manufacturing Advances And Steady Metrics Will Shape Market Direction

Narrative Update on AGC: Analyst Price Target Change Analysts have maintained AGC's fair value estimate at $4,883.75, citing only minimal adjustments to key model inputs and reaffirming their previous outlook for the company. What's in the News AGC joined the 'JOINT3' consortium of 27 global companies, led by Resonac Corporation, to co-develop panel-level organic interposer technology and establish a prototype production line scheduled to begin operations in 2026 (Key Developments).
Analiz Makalesi • Oct 22

Is AGC (TSE:5201) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Anlatı Güncellemesi • Oct 17

Architectural Glass And Chemical Capacity Will Redefine Markets

Analyst Price Target for AGC Adjusted Slightly Amid Unchanged Fair Value Outlook Analysts have made a marginal downward revision to AGC's price target, now set at $4,883.75. This adjustment comes in response to minimal changes in the company’s underlying growth assumptions and profitability metrics.
Anlatı Güncellemesi • Oct 03

Architectural Glass And Chemical Capacity Will Redefine Markets

Analysts have raised AGC's price target from $4,758.75 to $4,883.75, citing minor adjustments to their growth and profitability assumptions that have led to a slightly higher valuation. What's in the News Resonac Corporation established the ‘JOINT3’ consortium with 26 other global leaders, including AGC, to develop advanced panel-level organic interposer technology for next-generation semiconductor packaging.
Analiz Makalesi • Sep 02

AGC's (TSE:5201) Returns On Capital Are Heading Higher

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...
Anlatı Güncellemesi • Aug 28

Architectural Glass And Chemical Capacity Will Redefine Markets

With no change in AGC’s consensus analyst price target, discount rate, or future P/E, analysts have maintained their fair value estimate at ¥4759. What's in the News AGC revised down full-year guidance citing production issues in biopharmaceuticals CDMO, lower PVC prices, semiconductor-related product weakness, and impairment losses from structural reforms in Colorado, reducing net sales, operating profit, and profit forecasts.
Analiz Makalesi • Aug 11

AGC's (TSE:5201) Earnings Offer More Than Meets The Eye

AGC Inc.'s ( TSE:5201 ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...
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Yeni Anlatı • Aug 03

Architectural Glass And Chemical Capacity Will Redefine Markets

Advancements in product offerings, manufacturing expansion, and strategic exits are set to improve AGC's margins, profitability, and growth capacity across core business segments.
Analiz Makalesi • Jul 18

Is AGC (TSE:5201) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analiz Makalesi • Jun 25

AGC (TSE:5201) Has Affirmed Its Dividend Of ¥105.00

AGC Inc.'s ( TSE:5201 ) investors are due to receive a payment of ¥105.00 per share on 8th of September. This makes the...

Kazanç ve Gelir Büyüme Tahminleri

TSE:5201 - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (JPY Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20282,364,250118,658100,651327,0547
12/31/20272,296,525102,51895,289310,9038
12/31/20262,234,57586,11840,485231,0318
3/31/20262,097,21385,36153,530272,099N/A
12/31/20252,058,83269,16264,931274,476N/A
9/30/20252,045,52051,85641,833255,137N/A
6/30/20252,047,88234,36341,156259,727N/A
3/31/20252,068,447-66,44220,311262,245N/A
12/31/20242,067,603-94,04242,456284,815N/A
9/30/20242,069,661-98,15233,718260,791N/A
6/30/20242,049,132-89,28039,700265,395N/A
3/31/20242,028,78622,77133,390250,004N/A
12/31/20232,019,25465,798-985212,546N/A
9/30/20232,020,841-44,366-21,468205,284N/A
6/30/20232,042,851-33,776-42,505183,546N/A
3/31/20232,052,415-11,625-47,345186,939N/A
12/31/20222,035,874-3,152-6,775217,146N/A
9/30/20221,962,72893,14949,549249,325N/A
6/30/20221,864,391131,19967,104280,712N/A
3/31/20221,776,485125,58194,349295,744N/A
12/31/20211,697,383123,840116,141326,713N/A
9/30/20211,633,040148,65386,579305,595N/A
6/30/20211,569,09385,11878,308282,918N/A
3/31/20211,448,36747,98547,691252,307N/A
12/31/20201,412,30632,71533,923225,392N/A
9/30/20201,407,05729,0583,531192,988N/A
6/30/20201,435,09523,58810,461201,335N/A
3/31/20201,513,92842,3489,643200,427N/A
12/31/20191,518,03944,434N/A191,906N/A
9/30/20191,520,50553,586N/A221,775N/A
6/30/20191,514,89473,752N/A210,872N/A
3/31/20191,512,05980,400N/A205,420N/A
12/31/20181,522,90489,593N/A189,287N/A
9/30/20181,525,72873,504N/A195,093N/A
6/30/20181,519,04279,812N/A194,279N/A
3/31/20181,500,65274,066N/A188,338N/A
12/31/20171,463,53269,225N/A203,504N/A
9/30/20171,406,62475,138N/A198,513N/A
6/30/20171,347,61057,948N/A193,573N/A
3/31/20171,309,91358,571N/A206,938N/A
12/31/20161,282,57047,438N/A203,637N/A
9/30/20161,276,59733,072N/A195,523N/A
6/30/20161,292,65935,955N/A195,236N/A
3/31/20161,308,69447,122N/A183,735N/A
12/31/20151,326,29342,906N/A187,170N/A
9/30/20151,343,71250,240N/A164,162N/A
6/30/20151,347,73246,205N/A151,506N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: 5201 'nin tahmini kazanç büyümesi (yıllık 11.2% ) tasarruf oranının ( 0.8% ) üzerindedir.

Kazançlar ve Piyasa: 5201 şirketinin kazançlarının (yıllık 11.2% ) JP pazarından (yıllık 9.6% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: 5201 şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: 5201 şirketinin gelirinin (yıllık 3.2% ) JP pazarından (yıllık 6.5% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: 5201 şirketinin gelirinin (yıllık 3.2% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: 5201 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 7.3 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/21 21:40
Gün Sonu Hisse Fiyatı2026/06/19 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

AGC Inc. 22 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Timothy LukeBarclays
Eric LeeBarclays
Alberto MoelBernstein