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AGC Inc. (JP:5201)
:5201
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AGC (5201) Price & Analysis

3 Followers

5201 Stock Chart & Stats

¥5717.00
-¥21.00(-0.45%)
At close: 4:00 PM EST
¥5717.00
-¥21.00(-0.45%)

Bulls Say, Bears Say

Bulls Say
Business DiversificationAGC’s multi-segment model — architectural/automotive glass, display/electronic materials, specialty chemicals, and biopharma CDMO — spreads revenue across end markets and demand cycles. This structural diversification reduces single-market exposure and supports steadier cash flow over 2–6 months.
Earnings RecoveryMargins returning to positive territory after a loss shows operational resilience and pricing/volume recovery. Sustained positive EBIT and net margins enable reinvestment capacity and reduce structural risk from earlier losses, improving the firm’s ability to fund strategic programs and maintain operations.
Manageable LeverageModerate leverage gives AGC financial flexibility to fund capex, working capital and potential M&A without stretching liquidity. A ~0.47 D/E implies limited solvency strain and supports dividend and investment decisions over the medium term while balance sheet rebuilding continues.
Bears Say
Weak Cash ConversionDeclining free cash flow and low cash conversion mean earnings are not translating into spendable cash. That limits sustainable debt paydown, shareholder returns and discretionary investment, and raises risk if margin pressure or working-capital swings persist over the coming months.
Modest ReturnsROE well below prior peaks indicates capital is generating only modest shareholder value. Persistent below-target returns constrain the company’s ability to attract capital for growth initiatives and may pressure strategic choices around reinvestment versus returning cash to shareholders.
Slow Revenue GrowthTop-line stabilization at low growth rates suggests limited secular momentum across segments. In capital- and energy-intensive materials businesses, subpar revenue growth makes margin expansion harder and leaves profitability sensitive to commodity and cyclical swings over the medium term.

AGC News

5201 FAQ

What was AGC Inc.’s price range in the past 12 months?
AGC Inc. lowest stock price was ¥4180.00 and its highest was ¥8315.00 in the past 12 months.
    What is AGC Inc.’s market cap?
    AGC Inc.’s market cap is ¥1.49T.
      When is AGC Inc.’s upcoming earnings report date?
      AGC Inc.’s upcoming earnings report date is Aug 04, 2026 which is in 50 days.
        How were AGC Inc.’s earnings last quarter?
        AGC Inc. released its earnings results on May 12, 2026. The company reported ¥107.73 earnings per share for the quarter, beating the consensus estimate of N/A by ¥107.73.
          Is AGC Inc. overvalued?
          According to Wall Street analysts AGC Inc.’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does AGC Inc. pay dividends?
            AGC Inc. pays a Semiannually dividend of ¥104 which represents an annual dividend yield of 3.98%. See more information on AGC Inc. dividends here
              What is AGC Inc.’s EPS estimate?
              AGC Inc.’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does AGC Inc. have?
              AGC Inc. has 217,434,680 shares outstanding.
                What happened to AGC Inc.’s price movement after its last earnings report?
                AGC Inc. reported an EPS of ¥107.73 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 6.707%.
                  Which hedge fund is a major shareholder of AGC Inc.?
                  Currently, no hedge funds are holding shares in JP:5201
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    AGC Inc.

                    AGC Inc., a global enterprise headquartered in Tokyo, Japan, was established in 1907 and specializes in the production and distribution of a wide array of glass, electronics, chemicals, and ceramics products. The company's extensive glass offerings encompass architectural solutions like laminated, insulating, solar control, toughened, and decorative glass, in addition to structural glazing systems. For the automotive sector, AGC provides specialized products such as laminated, tempered, and privacy glass, alongside integrated glass antennas and module assembly windows. Furthermore, AGC is a key supplier of electronic display components, providing glass substrates for advanced thin-film-transistor liquid crystal displays (TFT-LCDs) and organic light-emitting diodes (OLEDs). Its sophisticated glass portfolio also features synthetic fused silica, high refractive index glass, aspherical and molded lenses, ultra-thin glass for electronic devices, and specialized cover glass for smartphones, tablets, photovoltaic applications, and touch panels. In the chemical domain, AGC produces a diverse range of items, including chlor-alkali products, polyurethanes, fluorochemicals, and various specialty chemicals. The ceramics division delivers solutions like high thermal insulation ceramics, ceramic beads, sputtering targets, abrasion-resistant ceramics, alumina cement, engineering fine ceramics, and advanced molding agents designed for 3D printers. Moreover, AGC Inc. is involved in diverse ventures such as digital signage on glass, copper clad laminates, plastic optical fibers, gas and solvents, and life science businesses. The company adopted its current name, AGC Inc., in July 2018, having previously operated as Asahi Glass Co., Ltd.

                    AGC (5201) Earnings & Revenues

                    5201 Company Deck

                    5201 Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call presented a mixed picture: material progress on profitability stabilization (notably a strong improvement in profit before tax, better ROE, strong automotive performance, solid operating cash flow and completion of major CapEx) alongside persistent and material challenges (electronics transition pressures, significant Life Science losses and Southeast Asia chemicals price weakness). Management provided a constructive FY2026 outlook (sales and OP upgrades) and clear plans to improve ROCE/ROE, but some risks remain (timing of Life Science recovery, market pricing pressures, and execution on turnaround measures). Overall the positives and negatives were roughly balanced.View all JP:5201 earnings summaries

                    5201 Stock 12 Month Forecast

                    Average Price Target

                    ¥7,370.00
                    ▲(28.91% Upside)
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style=\"color:#199ca5\">Buy 1,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":4724.129,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 1,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":5215.164,"date":1764547200000,"info":" <span style=\"color:#828080\" class=\"mb3 mt2 fonth8_semibold\"> Hold</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 0,\t&nbsp; </span>\n              <span  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