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Nippon Electric Glass Co Ltd (JP:5214)
:5214
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Nippon Electric Glass Co (5214) AI Stock Analysis

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JP:5214

Nippon Electric Glass Co

(5214)

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Neutral 67 (OpenAI - 5.2)
Rating:67Neutral
Price Target:
¥6,728.00
▼(-10.28% Downside)
Action:Downgraded
Date:06/03/26
The score is driven primarily by improved financial performance and a strong balance sheet, tempered by cyclicality and inconsistent cash-flow history. Technicals are currently soft (below key short/mid-term averages with negative MACD), while valuation is reasonable with a mid-teens P/E and a modest dividend yield.
Positive Factors
Diversified specialty glass end markets
Nippon Electric Glass serves multiple industrial end markets (display/electronics, architectural/automotive, specialty engineered glass). This product and end-market diversification reduces reliance on any single cycle, supports long-term customer ties, and underpins durable revenue streams across technology and construction demand.
Negative Factors
Cyclicality and earnings volatility
The business exhibits pronounced cyclicality tied to electronics and construction end markets; earnings can reverse quickly with customer production shifts. Such swings make multi-period cash flow planning harder, pressure margins during downturns, and raise the risk that short cyclical weakness erodes returns over a multi-quarter horizon.
Read all positive and negative factors
Positive Factors
Negative Factors
Diversified specialty glass end markets
Nippon Electric Glass serves multiple industrial end markets (display/electronics, architectural/automotive, specialty engineered glass). This product and end-market diversification reduces reliance on any single cycle, supports long-term customer ties, and underpins durable revenue streams across technology and construction demand.
Read all positive factors

Nippon Electric Glass Co (5214) vs. iShares MSCI Japan ETF (EWJ)

Nippon Electric Glass Co Business Overview & Revenue Model

Company Description
Nippon Electric Glass Co., Ltd. manufactures and sells specialty glass products and glassmaking machinery in Japan, China, South Korea, the United States, Europe, and internationally. The company offers glasses substrates for FPD; glasses for chem...
How the Company Makes Money
Nippon Electric Glass makes money primarily by manufacturing and selling specialty glass and glass-based materials to industrial customers. Its revenue model is largely product-sales driven: (1) Electronic and display-related glass: the company se...

Nippon Electric Glass Co Financial Statement Overview

Summary
Financials show a clear rebound after the 2023 loss-making downturn: 2025 profitability improved (net margin ~9.5%, EBITDA margin ~21.7%) and revenue grew ~4.4%. Balance sheet leverage remains conservative (debt-to-equity ~0.20). The main offset is cyclicality and uneven cash-flow reliability across recent years, including negative operating/free cash flow in 2023 and only moderate cash conversion in 2025.
Income Statement
74
Positive
Balance Sheet
82
Very Positive
Cash Flow
68
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue298.31B311.40B299.24B279.97B324.63B292.03B
Gross Profit65.13B79.50B55.68B33.65B84.72B83.42B
EBITDA45.62B57.82B34.41B25.39B54.29B59.14B
Net Income-8.02B29.62B12.09B-26.19B28.17B27.91B
Balance Sheet
Total Assets658.93B701.41B695.16B703.92B747.91B698.13B
Cash, Cash Equivalents and Short-Term Investments112.19B120.71B123.96B75.40B107.15B134.97B
Total Debt99.94B97.39B138.87B122.71B107.67B98.29B
Total Liabilities195.59B205.23B207.60B213.78B218.99B198.38B
Stockholders Equity459.73B492.37B484.02B487.05B524.35B495.07B
Cash Flow
Free Cash Flow0.0023.08B35.06B-30.45B-28.44B34.82B
Operating Cash Flow0.0052.03B52.20B-1.36B31.56B69.88B
Investing Cash Flow0.00-10.40B42.60B-22.16B-57.16B-31.75B
Financing Cash Flow0.00-45.27B-48.83B-10.19B-5.87B-29.18B

Nippon Electric Glass Co Technical Analysis

Technical Analysis Sentiment
Positive
Last Price7499.00
Price Trends
50DMA
6921.28
Negative
100DMA
6683.55
Positive
200DMA
5880.70
Positive
Market Momentum
MACD
-125.04
Positive
RSI
49.35
Neutral
STOCH
37.24
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:5214, the sentiment is Positive. The current price of 7499 is above the 20-day moving average (MA) of 6896.00, above the 50-day MA of 6921.28, and above the 200-day MA of 5880.70, indicating a neutral trend. The MACD of -125.04 indicates Positive momentum. The RSI at 49.35 is Neutral, neither overbought nor oversold. The STOCH value of 37.24 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:5214.

Nippon Electric Glass Co Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
¥37.40B21.543.48%2.38%2.67%0.64%
74
Outperform
¥1.28T32.9215.75%1.08%18.84%42.10%
68
Neutral
¥438.96B35.255.63%2.35%-3.24%-36.64%
67
Neutral
¥500.52B14.316.30%2.16%4.78%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
61
Neutral
¥72.55B56.810.90%4.00%-1.57%-49.55%
46
Neutral
¥22.50B-129.930.95%-257.77%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:5214
Nippon Electric Glass Co
6,201.00
2,902.57
88.00%
JP:4186
Tokyo Ohka Kogyo Co
10,310.00
6,556.92
174.71%
JP:6728
ULVAC
8,913.00
4,101.84
85.26%
JP:7915
Nissha Co.Ltd.
1,545.00
328.22
26.97%
JP:5218
Ohara Inc.
1,536.00
520.61
51.27%
JP:7746
Okamoto Glass Co., Ltd.
773.00
621.00
408.55%

Nippon Electric Glass Co Corporate Events

Nippon Electric Glass Pauses Buybacks in May, Halfway Through Ongoing Repurchase Program
Jun 1, 2026
Nippon Electric Glass reported that it conducted no share repurchases in May 2026 under its ongoing buyback authorization, with zero shares acquired and no funds deployed during the month. The company’s broader program, approved in February ...
Nippon Electric Glass Reports Progress on 2026 Share Buyback Program
May 7, 2026
Nippon Electric Glass has disclosed progress on its ongoing share repurchase program authorized by its board in February 2026. The plan allows for the buyback of up to 4 million shares, or 5.32% of outstanding stock excluding treasury shares, with...
Nippon Electric Glass Posts Higher Quarterly Profit, Keeps 2026 Outlook and Dividend Plan
Apr 30, 2026
Nippon Electric Glass reported consolidated net sales of ¥75.1 billion for the three months ended March 31, 2026, essentially flat year on year, while operating profit declined 17.9% to ¥6.5 billion but ordinary profit rose 47.0% and pro...
Nippon Electric Glass Reports Progress on Share Buyback Program
Apr 1, 2026
Nippon Electric Glass has disclosed the progress of its ongoing share repurchase program authorized by its board in early February 2026. Between March 1 and March 31, the company bought back 524,900 common shares on the Tokyo Stock Exchange for ab...
Nippon Electric Glass Grants Restricted Shares to Directors and Executives
Mar 27, 2026
Nippon Electric Glass will dispose of 8,700 shares of its treasury stock to grant restricted shares to three internal directors and fourteen executive officers as part of a share-based remuneration plan. The shares, priced at ¥6,441 each base...
Nippon Electric Glass Reshapes Executive Roles to Sharpen Business Oversight
Mar 27, 2026
Nippon Electric Glass announced a reorganization of executive officers’ duties effective April 1, 2026, expanding Senior Vice President Mamoru Morii’s supervisory scope to include logistics management and a new office project, while cl...
Nippon Electric Glass Raises Year-End Dividend and Lifts Full-Year Payout
Mar 3, 2026
Nippon Electric Glass has resolved to pay a year-end dividend of 80 yen per share for the fiscal year ended December 31, 2025, with total dividends of 6,018 million yen, up from 65 yen per share, or 5,246 million yen, in the previous fiscal year. ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jun 03, 2026