NSK Ltd.

TSE:6471 Stok Raporu

Piyasa değeri: JP¥563.7b

NSK Gelecekteki Büyüme

Future kriter kontrolleri 2/6

NSK kazanç ve gelirin sırasıyla yıllık 15% ve 4.1% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 15.3% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 6.9% olacağı tahmin edilmektedir.

Anahtar bilgiler

15.0%

Kazanç büyüme oranı

15.27%

EPS büyüme oranı

Machinery kazanç büyümesi10.0%
Gelir büyüme oranı4.1%
Gelecekteki özkaynak getirisi6.87%
Analist kapsamı

Good

Son güncelleme30 Jul 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • Jul 31

6471: Business Integration Plan With NTN Will Support Stronger Earnings Outlook

Analysts have lifted their price target on NSK from ¥1,700 to ¥1,800, citing updated assumptions for revenue growth, profit margins, the discount rate and future P/E levels as the key drivers of this change. What's in the News for NSK NTN Corporation signed a memorandum of understanding on May 12, 2026 to acquire NSK through a share transfer that would establish a joint holding company, with consideration to be paid in NTN common equity and an additional undisclosed amount.
Anlatı Güncellemesi • Jul 09

6471: Planned NTN Integration And AI Partnership Will Shape Balanced Outlook

Analysts have revised their fair value estimate for NSK from ¥750 to ¥1,090, citing updated assumptions that include a lower discount rate, an adjusted revenue growth outlook, a higher projected profit margin, and a slightly different future P/E multiple. What’s in the News for NSK NSK and NTN Corporation signed a memorandum of understanding on May 12, 2026 for a business integration through the establishment of a joint holding company via share transfer, with consideration in NTN common equity for NSK common equity and an additional undisclosed amount, subject to approval by both sets of shareholders.
Anlatı Güncellemesi • Jun 25

6471: Planned NTN Integration And AI Collaboration Will Support Medium Term Re Rating Potential

Analysts have raised their fair value estimate for NSK slightly, with the price target moving from ¥1,356.67 to ¥1,373.33 as they incorporate updated assumptions on the discount rate, revenue growth, profit margin, and future P/E. What’s in the News for NSK NSK and NTN Corporation signed a memorandum of understanding on May 12, 2026 for a business integration through the establishment of a joint holding company via share transfer.
Analiz Makalesi • Jun 16

NSK (TSE:6471) Stock Could Be 13% Undervalued After Strong 1 Year Gains

NSK (TSE:6471) has drawn fresh attention after recent share price moves, with the stock down around 2% over the past month and roughly 3% over the past 3 months, against strong 1 year gains. See our latest analysis for NSK. At the current share price of ¥1,183.5, NSK’s recent 1 day share price return declined 1.87%, while the 7 day share price return gained 2.96%, and the 1 year total shareholder return sits at 92.30%. This indicates notable long term momentum alongside some short term...
Anlatı Güncellemesi • Jun 09

6471: Planned NTN Share Transfer Will Support Medium Term Re Rating Potential

Analysts now see NSK's fair value nudging from ¥1,363.33 to ¥1,356.67, reflecting slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E, while keeping the overall view on the stock broadly intact. What's in the News NSK issued consolidated earnings guidance for the six months ending 30 September 2026, with expected sales of ¥490,000 million, operating income of ¥18,000 million, net income attributable to owners of the parent of ¥9,500 million, and basic earnings per share of ¥19.41.
Anlatı Güncellemesi • May 26

6471: AI Integration And Planned Business Combination Will Support Balanced Medium Term Re Rating Potential

Analysts have raised NSK's price target from ¥1,293 to ¥1,363, citing updated fair value work that incorporates a modestly higher profit margin outlook and slightly revised assumptions for revenue growth, discount rate, and future P/E. What's in the News NSK issued consolidated earnings guidance for the six months ending September 30, 2026, with expected sales of ¥490,000 million, operating income of ¥18,000 million, net income attributable to owners of the parent of ¥9,500 million, and basic earnings per share of ¥19.41.
Anlatı Güncellemesi • May 04

6471: AI Partnership And Revised Guidance Will Support Balanced Medium Term Re Rating Potential

Analysts have kept NSK's fair value estimate unchanged at ¥1,293. They have only made small technical adjustments to inputs such as the discount rate and assumed future P/E, reflecting fine tuning rather than a shift in their overall view.
Anlatı Güncellemesi • Apr 20

6471: Weaker Yen And Upgraded Guidance Will Support Balanced Re Rating Potential

Analysts have left their fair value estimate for NSK steady at ¥1,293.33 per share, with only minor tweaks to inputs like the discount rate, long term revenue growth, profit margin and future P/E to reflect updated modelling assumptions rather than a change in overall view. What's in the News NSK raised consolidated earnings guidance for the year ending March 31, 2026, with expected sales of ¥900,000m, compared with previous guidance of ¥885,000m.
Anlatı Güncellemesi • Apr 06

6471: Weaker Yen And Upgraded Guidance Will Support Re Rating Potential

Analysts have nudged their price target on NSK to ¥1,293 from ¥1,273, reflecting refreshed assumptions around the discount rate, revenue growth, profit margins and future P/E that together point to a slightly higher valuation anchor for the shares. What's in the News NSK raised its consolidated sales guidance for the year ending March 31, 2026 to ¥900,000 million from ¥885,000 million, reflecting updated assumptions and recent business performance.
Anlatı Güncellemesi • Mar 23

6471: Weaker Yen And Higher Guidance Will Likely Keep Multiples Contained

Analysts now set their price target for NSK at about ¥1,273, up from ¥1,165. This reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
Anlatı Güncellemesi • Mar 09

6471: Weaker Yen And Higher Earnings Guidance Will Still Likely Compress Multiple

Analysts have raised their price target on NSK from ¥1,080 to ¥1,165, citing updated assumptions around revenue growth, profit margins, a slightly lower discount rate, and a higher future P/E multiple. What's in the News NSK revised its consolidated earnings guidance for the year ending March 31, 2026, with expected sales of ¥900,000m compared with the previous guidance of ¥885,000m.
Anlatı Güncellemesi • Feb 22

6471: Higher Earnings Guidance Will Still Likely Leave Multiple Under Pressure

Analysts have revised their price target for NSK to ¥1,080 from ¥941.67, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E that together point to a higher assessed fair value for the shares. What's in the News NSK revised its consolidated sales guidance for the year ending March 31, 2026 to ¥900,000 million, compared with its previous guidance of ¥885,000 million (company guidance).
Yeni Anlatı • Feb 18

Full Steering Consolidation And Robotics Exposure Will Reshape Long Term Earnings Power

Catalysts About NSK NSK is a Japan based manufacturer of bearings, automotive components and precision machinery products, including steering systems. What are the underlying business or industry changes driving this perspective?
Analiz Makalesi • Feb 10

Solid Earnings Reflect NSK's (TSE:6471) Strength As A Business

When companies post strong earnings, the stock generally performs well, just like NSK Ltd.'s ( TSE:6471 ) stock has...
Analiz Makalesi • Feb 09

NSK (TSE:6471) Will Pay A Dividend Of ¥17.00

The board of NSK Ltd. ( TSE:6471 ) has announced that it will pay a dividend of ¥17.00 per share on the 8th of June...
Anlatı Güncellemesi • Feb 07

6471: Lower Discount Rate And Modest Margins Will Likely Still Restrain Multiple

Analysts have lifted their price target on NSK from ¥848.33 to ¥941.67, citing updated assumptions for discount rate, revenue growth, profit margin and forward P/E, which they view as better reflecting the company’s current risk and earnings profile. Valuation Changes Fair Value Estimate was raised from ¥848.33 to ¥941.67, implying a higher assessed equity value per share based on the updated model inputs.
Yeni Anlatı • Feb 04

Steering Consolidation And EV Exposure Will Constrain Margins And Limit Long Term Upside

Catalysts About NSK NSK is a global manufacturer of bearings, automotive components and precision machinery products, including a consolidated Steering Business segment. What are the underlying business or industry changes driving this perspective?
Anlatı Güncellemesi • Jan 24

6471: Upgraded Guidance And Yen Tailwind Will Likely Still Fail To Support Multiple

Analysts have kept their fair value estimate for NSK broadly steady around ¥848 per share. A slightly lower discount rate and marginally adjusted future P/E assumptions reflect fine tuning of their models rather than a major shift in view.
Anlatı Güncellemesi • Jan 10

6471: Upgraded Guidance And Yen Tailwind Will Likely Fail To Justify Multiple

Analysts have maintained their fair value estimate for NSK at ¥848. A slightly lower discount rate and a marginally adjusted future P/E input support this unchanged price target, which reflects broadly consistent expectations for revenue growth and profit margins.
Anlatı Güncellemesi • Dec 24

6471: Higher Earnings Guidance Will Likely Fail To Justify Richer Multiple

Analysts have raised their price target on NSK by approximately ¥45 per share to about ¥848, citing expectations for stronger revenue growth, modestly higher profit margins, and a slightly lower future price to earnings multiple that together support a higher fair value estimate. What's in the News Raised full year 2026 consolidated sales guidance to JPY 885,000 million from JPY 760,000 million, reflecting stronger than expected demand and favorable currency effects (company guidance) Increased operating income forecast to JPY 30,000 million from JPY 22,000 million, supported by fixed cost control and expense discipline (company guidance) More than doubled projected net income attributable to owners of the parent to JPY 16,000 million from JPY 7,000 million, lifting expected basic EPS to JPY 32.71 from JPY 14.32 (company guidance) Completed acquisition of all shares of NSK Steering & Control Co. Ltd., turning it and its subsidiaries into consolidated subsidiaries and recognizing a gain on bargain purchase of JPY 7,272 million and a loss on step acquisition of JPY 4,662 million (company guidance) Management cites robust automotive production and Chinese subsidy driven demand in the first half, but notes ongoing sluggish demand in Europe and a stagnant Chinese economy in the second half outlook (company guidance) Valuation Changes Fair Value Estimate increased modestly from approximately ¥803 per share to about ¥848 per share, reflecting stronger expected fundamentals despite a slightly lower valuation multiple.
Anlatı Güncellemesi • Dec 10

6471: Richer Multiple Will Likely Constrain Returns Despite Earnings Guidance Upgrade

Analysts have raised their price target on NSK by approximately 6 percent to around ¥800. This change reflects slightly stronger expectations for revenue growth, modestly higher profit margins, and a marginally lower discount rate, which together support a higher fair value multiple.
Analiz Makalesi • Dec 05

NSK's (TSE:6471) Dividend Will Be ¥17.00

NSK Ltd.'s ( TSE:6471 ) investors are due to receive a payment of ¥17.00 per share on 8th of June. This means the...
Anlatı Güncellemesi • Nov 26

6471: Higher Discount Rate And Margins Will Limit Future Earnings Upside

Analysts have revised NSK's price target upward to ¥758.33 per share, reflecting updated modeling assumptions and outlooks on key financial factors. What's in the News NSK Ltd.
Anlatı Güncellemesi • Nov 11

6471: Higher Costs And Margin Declines Will Pressure Future Earnings

Analysts have raised their price target for NSK from ¥717.50 to ¥758.33. They cited slightly improved revenue growth prospects and a modestly higher discount rate as key factors in their updated evaluation.
Analiz Makalesi • Sep 23

NSK (TSE:6471) Has Affirmed Its Dividend Of ¥17.00

NSK Ltd. ( TSE:6471 ) will pay a dividend of ¥17.00 on the 3rd of December. This means the annual payment is 4.3% of...
Analiz Makalesi • Sep 11

Investors Still Waiting For A Pull Back In NSK Ltd. (TSE:6471)

With a price-to-earnings (or "P/E") ratio of 33.4x NSK Ltd. ( TSE:6471 ) may be sending very bearish signals at the...
Anlatı Güncellemesi • Aug 28

Focus On Electrification And High-Value Products Will Diversify Future Sales Portfolio

The modest upward revision in NSK’s price target reflects stable valuation metrics, with both future P/E and net profit margin essentially unchanged, resulting in a new consensus fair value of ¥699. Valuation Changes Summary of Valuation Changes for NSK The Consensus Analyst Price Target has risen slightly from ¥675 to ¥699.
Analiz Makalesi • Aug 20

NSK (TSE:6471) Has Announced A Dividend Of ¥17.00

NSK Ltd. ( TSE:6471 ) has announced that it will pay a dividend of ¥17.00 per share on the 3rd of December. Based on...
Analiz Makalesi • Jul 21

NSK (TSE:6471) Has Affirmed Its Dividend Of ¥17.00

NSK Ltd.'s ( TSE:6471 ) investors are due to receive a payment of ¥17.00 per share on 3rd of December. This means the...
Analiz Makalesi • Mar 28

NSK (TSE:6471) Could Be Struggling To Allocate Capital

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Analiz Makalesi • Mar 07

An Intrinsic Calculation For NSK Ltd. (TSE:6471) Suggests It's 34% Undervalued

Key Insights NSK's estimated fair value is JP¥993 based on 2 Stage Free Cash Flow to Equity NSK's JP¥652 share price...
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Yeni Anlatı • Feb 10

Focus On Electrification And High-Value Products Will Diversify Future Sales Portfolio

Expansion in industrial machinery and electrification-focused automotive products aims to boost revenue and diversifies NSK's sales portfolio.
Analiz Makalesi • Jan 09

Why Investors Shouldn't Be Surprised By NSK Ltd.'s (TSE:6471) P/E

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 13x, you may consider NSK...
Analiz Makalesi • Nov 27

A Look At The Intrinsic Value Of NSK Ltd. (TSE:6471)

Key Insights Using the 2 Stage Free Cash Flow to Equity, NSK fair value estimate is JP¥697 NSK's JP¥651 share price...
Analiz Makalesi • Oct 03

NSK (TSE:6471) Will Be Hoping To Turn Its Returns On Capital Around

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Analiz Makalesi • Jul 27

We Think NSK (TSE:6471) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analiz Makalesi • May 09

An Intrinsic Calculation For NSK Ltd. (TSE:6471) Suggests It's 26% Undervalued

Key Insights The projected fair value for NSK is JP¥1,170 based on 2 Stage Free Cash Flow to Equity NSK's JP¥869 share...
Analiz Makalesi • Apr 24

If EPS Growth Is Important To You, NSK (TSE:6471) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analiz Makalesi • Mar 02

NSK (TSE:6471) Is Due To Pay A Dividend Of ¥15.00

NSK Ltd.'s ( TSE:6471 ) investors are due to receive a payment of ¥15.00 per share on 7th of June. The dividend yield...
Analiz Makalesi • Feb 26

Some Investors May Be Worried About NSK's (TSE:6471) Returns On Capital

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...

Kazanç ve Gelir Büyüme Tahminleri

TSE:6471 - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (JPY Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
3/31/20291,107,52050,78049,234108,2335
3/31/20281,076,63339,83325,06790,0506
3/31/20271,026,63330,26022,40082,4006
6/30/2026971,52231,48547,86598,925N/A
3/31/2026911,64422,86747,07297,806N/A
12/31/2025858,21020,259111,699158,834N/A
9/30/2025811,27417,98084,535131,806N/A
6/30/2025791,93211,62250,68899,892N/A
3/31/2025796,66712,52231,82182,176N/A
12/31/2024797,72910,203-36,84615,410N/A
9/30/2024799,81911,440-24,28031,583N/A
6/30/2024801,11513,625-15,06341,450N/A
3/31/2024788,86713,19141,12199,818N/A
12/31/2023825,97716,28043,701107,737N/A
9/30/2023860,96517,99756,962117,969N/A
6/30/2023906,95818,64159,866116,787N/A
3/31/2023938,09818,41212,41464,163N/A
12/31/2022932,56615,45812,67156,686N/A
9/30/2022911,22514,853-8,81233,485N/A
6/30/2022871,09513,074-15,11125,225N/A
3/31/2022865,16616,587-13,33022,733N/A
12/31/2021850,00120,358-5,01927,277N/A
9/30/2021849,43220,40319,86649,052N/A
6/30/2021832,14714,88727,07257,382N/A
3/31/2021747,55935520,04553,842N/A
12/31/2020719,752-6,80810,78248,359N/A
9/30/2020712,106-6,6915,54946,100N/A
6/30/2020736,962-1,1253,18246,774N/A
3/31/2020831,03417,412N/A72,387N/A
12/31/2019875,33225,303N/A87,209N/A
9/30/2019916,60936,684N/A83,764N/A
6/30/2019953,61346,944N/A90,348N/A
3/31/2019991,36555,809N/A92,617N/A
12/31/20181,020,32268,006N/A97,435N/A
9/30/20181,036,58971,870N/A89,386N/A
6/30/20181,037,19870,469N/A84,502N/A
3/31/20181,020,33869,312N/A83,746N/A
12/31/20171,009,18163,363N/A54,660N/A
9/30/2017986,91554,074N/A71,909N/A
6/30/2017961,18650,472N/A71,508N/A
3/31/2017949,17045,560N/A67,936N/A
12/31/2016937,52045,725N/A88,496N/A
9/30/2016941,16452,131N/A97,735N/A
6/30/2016955,91559,516N/A107,459N/A
3/31/2016975,31965,719N/A108,622N/A
12/31/2015998,43968,512N/A116,343N/A
9/30/20151,000,23069,529N/A99,710N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: 6471 'nin tahmini kazanç büyümesi (yıllık 15% ) tasarruf oranının ( 0.8% ) üzerindedir.

Kazançlar ve Piyasa: 6471 şirketinin kazançlarının (yıllık 15% ) JP pazarından (yıllık 9.5% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: 6471 şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: 6471 şirketinin gelirinin (yıllık 4.1% ) JP pazarından (yıllık 6.1% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: 6471 şirketinin gelirinin (yıllık 4.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: 6471 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 6.9 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/01 04:31
Gün Sonu Hisse Fiyatı2026/07/31 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2026/03/31

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 ayrıntılarına Github sayfamızdan ulaşabilirsiniz; 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

NSK Ltd. 15 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Tsutomu KijimaBarclays
Hideyuki MizunoBofA Global Research
Graeme McDonaldCitigroup Inc