FUJI ELECTRIC CO., LTD |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 9,902 JPY | -1.13% |
|
+1.65% | +63.16% |
| Apr. 25 | Transcript : Fuji Electric Co., Ltd., Q4 2024 Earnings Call, Apr 25, 2024 | |
| Apr. 04 | Metawater's Largest Shareholder Cuts Stake | MT |
Valuation
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 448,548 | 349,824 | 658,492 | 879,874 | 742,741 | 1,414,315 | - | - |
| Enterprise Value (EV) 1 | 536,088 | 432,197 | 796,978 | 993,730 | 838,672 | 1,464,020 | 1,482,549 | 1,442,436 |
| P/E ratio | 11.1 x | 12.1 x | 15.7 x | 15 x | 12.1 x | 19.4 x | 18.8 x | 16.6 x |
| Yield | 2.55% | 3.27% | 1.84% | 1.62% | 2.21% | 1.32% | 1.38% | 1.51% |
| Capitalization / Revenue | 0.49 x | 0.39 x | 0.75 x | 0.97 x | 0.74 x | 1.33 x | 1.25 x | 1.17 x |
| EV / Revenue | 0.59 x | 0.48 x | 0.91 x | 1.09 x | 0.83 x | 1.33 x | 1.31 x | 1.19 x |
| EV / EBITDA | 5.9 x | 5.78 x | 9.4 x | 8.66 x | 6.22 x | 9.72 x | 8.55 x | 7.44 x |
| EV / FCF | 16 x | 12.9 x | 15.8 x | 22.7 x | 12.6 x | 47.9 x | 38.4 x | 37.7 x |
| FCF Yield | 6.25% | 7.78% | 6.32% | 4.4% | 7.95% | 2.09% | 2.61% | 2.65% |
| Price to Book | 1.27 x | 0.96 x | 1.58 x | 1.86 x | 1.44 x | 2.43 x | 2.23 x | 2.04 x |
| Nbr of stocks (in thousands) | 142,850 | 142,844 | 142,840 | 142,837 | 142,835 | 142,831 | - | - |
| Reference price 2 | 3,140 | 2,449 | 4,610 | 6,160 | 5,200 | 9,902 | 9,902 | 9,902 |
| Announcement Date | 4/25/19 | 5/29/20 | 4/27/21 | 4/27/22 | 4/27/23 | 4/25/24 | - | - |
1JPY in Million2JPY
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 914,915 | 900,604 | 875,927 | 910,226 | 1,009,447 | 1,103,214 | 1,134,687 | 1,208,986 |
| EBITDA 1 | 90,878 | 74,834 | 84,789 | 114,804 | 134,820 | 153,221 | 173,442 | 193,750 |
| EBIT 1 | 59,972 | 42,515 | 48,595 | 74,835 | 88,882 | 106,066 | 112,882 | 126,951 |
| Operating Margin | 6.55% | 4.72% | 5.55% | 8.22% | 8.81% | 9.61% | 9.95% | 10.5% |
| Earnings before Tax (EBT) 1 | 62,287 | 43,860 | 63,284 | 88,487 | 95,746 | 114,032 | 115,440 | 129,449 |
| Net income 1 | 40,267 | 28,793 | 41,926 | 58,660 | 61,348 | 75,353 | 75,154 | 86,159 |
| Net margin | 4.4% | 3.2% | 4.79% | 6.44% | 6.08% | 6.83% | 6.62% | 7.13% |
| EPS 2 | 281.9 | 201.6 | 293.5 | 410.7 | 429.5 | 527.6 | 526.1 | 595.8 |
| Free Cash Flow 1 | 33,501 | 33,614 | 50,408 | 43,762 | 66,700 | 31,049 | 38,653 | 38,264 |
| FCF margin | 3.66% | 3.73% | 5.75% | 4.81% | 6.61% | 2.87% | 3.41% | 3.16% |
| FCF Conversion (EBITDA) | 36.86% | 44.92% | 59.45% | 38.12% | 49.47% | 20.26% | 22.29% | 19.75% |
| FCF Conversion (Net income) | 83.2% | 116.74% | 120.23% | 74.6% | 108.72% | 43.95% | 51.43% | 44.41% |
| Dividend per Share 2 | 80.00 | 80.00 | 85.00 | 100.0 | 115.0 | 135.0 | 137.1 | 149.1 |
| Announcement Date | 4/25/19 | 5/29/20 | 4/27/21 | 4/27/22 | 4/27/23 | 4/25/24 | - | - |
1JPY in Million2JPY
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: March | 2020 S1 | 2020 S2 | 2021 S1 | 2021 S2 | 2022 Q2 | 2022 S1 | 2022 Q3 | 2022 Q4 | 2022 S2 | 2023 Q1 | 2023 Q2 | 2023 S1 | 2023 Q3 | 2023 Q4 | 2023 S2 | 2024 Q1 | 2024 Q2 | 2024 S1 | 2024 Q3 | 2024 Q4 | 2024 S2 | 2025 Q1 | 2025 Q2 | 2025 S1 | 2025 Q3 | 2025 Q4 | 2025 S2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 406,661 | 493,943 | 356,993 | 518,934 | 207,727 | 397,685 | 222,296 | 290,245 | 512,541 | 203,940 | 243,198 | 447,138 | 243,638 | 318,671 | 562,309 | 234,148 | 257,544 | 491,692 | 267,969 | 343,553 | 611,522 | 241,588 | 266,855 | 530,000 | 268,275 | 374,907 | 650,000 |
| EBITDA 1 | - | - | - | - | - | - | - | - | - | - | - | - | 27,958 | 58,312 | - | 25,263 | 34,261 | - | 36,452 | 56,519 | - | 26,374 | 36,789 | - | 30,662 | - | - |
| EBIT 1 | 11,116 | 31,399 | 5,295 | 43,300 | 10,992 | 16,291 | 16,369 | 42,175 | 58,544 | 9,872 | 16,847 | 26,719 | 15,715 | 46,448 | 62,163 | 14,663 | 20,331 | 34,994 | 22,662 | 48,410 | 71,072 | 16,351 | 21,969 | 40,000 | 22,254 | 54,312 | 78,000 |
| Operating Margin | 2.73% | 6.36% | 1.48% | 8.34% | 5.29% | 4.1% | 7.36% | 14.53% | 11.42% | 4.84% | 6.93% | 5.98% | 6.45% | 14.58% | 11.05% | 6.26% | 7.89% | 7.12% | 8.46% | 14.09% | 11.62% | 6.77% | 8.23% | 7.55% | 8.3% | 14.49% | 12% |
| Earnings before Tax (EBT) 1 | 10,126 | - | 5,206 | - | 15,124 | 23,191 | 18,171 | 47,125 | - | 16,473 | 18,131 | 34,604 | 14,971 | 46,171 | - | 19,711 | 19,781 | 39,492 | 23,111 | 51,429 | - | - | - | - | - | - | - |
| Net income 1 | 5,978 | 22,815 | 2,065 | 39,861 | 9,006 | 13,979 | 11,417 | 33,264 | 44,681 | 9,931 | 10,327 | 20,258 | 8,702 | 32,388 | 41,090 | 12,303 | 12,040 | 24,343 | 12,912 | 38,098 | 51,010 | 10,318 | 14,929 | 22,660 | 12,315 | 38,918 | 53,204 |
| Net margin | 1.47% | 4.62% | 0.58% | 7.68% | 4.34% | 3.52% | 5.14% | 11.46% | 8.72% | 4.87% | 4.25% | 4.53% | 3.57% | 10.16% | 7.31% | 5.25% | 4.67% | 4.95% | 4.82% | 11.09% | 8.34% | 4.27% | 5.59% | 4.28% | 4.59% | 10.38% | 8.19% |
| EPS 2 | 41.85 | 159.7 | 14.46 | 279.1 | 63.05 | 97.87 | 79.93 | 232.9 | 312.8 | 69.53 | 72.30 | 141.8 | 60.92 | 226.8 | 287.7 | 86.14 | 84.29 | 170.4 | 90.41 | 266.7 | 357.1 | 75.85 | 100.8 | 158.6 | 95.79 | 265.7 | 372.5 |
| Dividend per Share 2 | 40.00 | 40.00 | 40.00 | 45.00 | 45.00 | 45.00 | - | - | 55.00 | - | 55.00 | 55.00 | - | 60.00 | 60.00 | - | 60.00 | 60.00 | - | 65.00 | 65.00 | - | 65.00 | 65.00 | - | 70.00 | 70.00 |
| Announcement Date | 10/31/19 | 5/29/20 | 10/29/20 | 4/27/21 | 10/28/21 | 10/28/21 | 1/27/22 | 4/27/22 | 4/27/22 | 7/28/22 | 10/27/22 | 10/27/22 | 1/26/23 | 4/27/23 | 4/27/23 | 7/27/23 | 10/26/23 | 10/26/23 | 1/31/24 | 4/25/24 | 4/25/24 | - | - | - | - | - | - |
1JPY in Million2JPY
Estimates
Balance Sheet Analysis
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt 1 | 87,540 | 82,373 | 138,486 | 113,856 | 95,931 | 74,391 | 68,235 | 28,121 |
| Net Cash position 1 | - | - | - | - | - | - | - | - |
| Leverage (Debt/EBITDA) | 0.9633 x | 1.101 x | 1.633 x | 0.9917 x | 0.7115 x | 0.4855 x | 0.3934 x | 0.1451 x |
| Free Cash Flow 1 | 33,501 | 33,614 | 50,408 | 43,762 | 66,700 | 31,049 | 38,653 | 38,264 |
| ROE (net income / shareholders' equity) | 11.8% | 8% | 10.7% | 13.2% | 12.4% | 13.5% | 12.2% | 12.7% |
| ROA (Net income/ Total Assets) | 6.78% | 4.57% | 4.92% | 7.31% | 7.64% | 8.79% | 8.98% | 7.89% |
| Assets 1 | 593,585 | 630,507 | 852,137 | 802,283 | 802,965 | 857,062 | 836,482 | 1,091,552 |
| Book Value Per Share 2 | 2,471 | 2,560 | 2,919 | 3,311 | 3,620 | 4,218 | 4,445 | 4,846 |
| Cash Flow per Share 2 | 498.0 | 428.0 | 547.0 | 691.0 | 751.0 | 891.0 | 935.0 | 1,054 |
| Capex 1 | 15,932 | 22,699 | 20,578 | 59,320 | 61,080 | 75,933 | 106,200 | 81,650 |
| Capex / Sales | 1.74% | 2.52% | 2.35% | 6.52% | 6.05% | 7.01% | 9.36% | 6.75% |
| Announcement Date | 4/25/19 | 5/29/20 | 4/27/21 | 4/27/22 | 4/27/23 | 4/25/24 | - | - |
1JPY in Million2JPY
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
B+
Sell
Buy
Mean consensus
OUTPERFORM
Number of Analysts
12
Last Close Price
9,902
JPY
Average target price
9,908
JPY
Spread / Average Target
+0.06%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| +63.16% | 8.98B | |
| +4.53% | 149B | |
| +34.66% | 130B | |
| +19.57% | 130B | |
| +12.90% | 62.82B | |
| +7.65% | 41.04B | |
| +94.65% | 35B | |
| +6.26% | 32.1B | |
| -9.78% | 32.1B | |
| +3.97% | 27.31B |
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