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

3 Followers

5201 Stock Chart & Stats

¥6187.00
-¥142.00(-2.27%)
At close: 4:00 PM EDT
¥6187.00
-¥142.00(-2.27%)

Bulls Say, Bears Say

Bulls Say
Diversified B2B PortfolioAGC’s broad industrial footprint across architectural and automotive glass, electronics/display substrates, chemicals and life-science materials spreads cyclical exposure. Structural diversification supports steadier revenue streams, cross-selling and resilience across different demand cycles over the next several quarters.
Manageable Leverage And Equity BuildLeverage at roughly 0.47 alongside an increase in equity provides a stronger capital base and financial flexibility. This positions AGC to fund capex, absorb cyclical shocks, and pursue selective investments or portfolio improvements without urgent refinancing pressure over the medium term.
Return To Profitability With Modest Top-line GrowthThe shift back to positive trailing-twelve-month earnings and ~3% revenue growth signals stabilization after prior losses. Sustained profitability and modest growth improve cash generation potential and enable reinvestment in higher value-added products, supporting medium-term strategic execution.
Bears Say
Weak Free Cash Flow ConversionThin and declining free cash flow, with FCF only ~0.2x of net income, indicates earnings are not reliably converting to discretionary cash. This constrains capacity to self-fund capex, dividends or balance-sheet repair and increases reliance on external financing during adverse cycles.
Multi-year Earnings VolatilityRepeated swings to net losses in recent years undermine earnings predictability and planning. Persistent volatility raises uncertainty for long-term investment decisions, can increase the firm’s funding costs, and reduces confidence in sustained operational improvement.
Modest Margins And Returns Versus Prior PeakMargins that are modest and below prior peak levels, combined with mid-single-digit ROE, suggest limited pricing power or a lower share of high value-added mix. This constrains earnings leverage and long-term shareholder returns absent structural improvement in product mix or cost structure.

AGC News

5201 FAQ

What was AGC Inc.’s price range in the past 12 months?
AGC Inc. lowest stock price was ¥4592.00 and its highest was ¥8315.00 in the past 12 months.
    What is AGC Inc.’s market cap?
    AGC Inc.’s market cap is ¥1.22T.
      When is AGC Inc.’s upcoming earnings report date?
      AGC Inc.’s upcoming earnings report date is Nov 05, 2026 which is in 71 days.
        How were AGC Inc.’s earnings last quarter?
        AGC Inc. released its earnings results on Aug 04, 2026. The company reported ¥59.72 earnings per share for the quarter, missing the consensus estimate of N/A by N/A.
          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 ¥105 which represents an annual dividend yield of 3.67%. 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 ¥59.72 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went down -7.884%.
                  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

                    Q2 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

                    ¥7,592.22
                    ▲(22.71% Upside)
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<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 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":4505.03,"date":1756684800000,"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 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":4610.292,"date":1759276800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n        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0,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#828080","enabled":true,"symbol":"circle"}},{"y":5116.696,"date":1767225600000,"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 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":5623.144,"date":1769904000000,"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 4, \t&nbsp;</span>\n 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