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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 69 (OpenAI - 5.2)
Rating:69Neutral
Price Target:
¥6,365.00
▼(-15.12% Downside)
Action:Reiterated
Date:06/03/26
The score is driven primarily by improving financial performance and a strong balance sheet, offset by cyclical earnings/cash-flow variability. Technicals are a near-term drag with the stock trading below key short-to-mid-term moving averages and a negative MACD, while valuation is supportive with a reasonable P/E and moderate dividend yield.
Positive Factors
Conservative Balance Sheet
Sustained low leverage and a large equity base give the company durable financial flexibility to fund capex, weather demand cycles, and maintain investment grade-like resilience. Conservative debt levels reduce refinancing risk and support long-term strategic investments or dividend stability.
Negative Factors
Cyclical Earnings and Cash-Flow Volatility
Earnings and cash flows swing materially with end-market cycles and customer production patterns in electronics and construction. That structural cyclicality raises forecasting risk, can force defensive capital moves in downturns, and limits predictability of returns over 2–6 months.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative Balance Sheet
Sustained low leverage and a large equity base give the company durable financial flexibility to fund capex, weather demand cycles, and maintain investment grade-like resilience. Conservative debt levels reduce refinancing risk and support long-term strategic investments or dividend stability.
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. is a global company specializing in the manufacturing and sale of high-performance glass products and glassmaking machinery. Its operations span Japan, China, South Korea, the United States, and Europe, reaching a b...
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 strong rebound in 2024–2025 with solid profitability (net margin ~9.5%, EBITDA margin ~21.7%) and improved revenue growth, supported by a conservatively leveraged balance sheet (debt-to-equity ~0.20). The key constraint is cyclicality and uneven cash-flow reliability across the cycle, including negative OCF/FCF in 2023 and only moderate cash conversion in 2025 (FCF ~44% of net income).
Income Statement
74
Positive
Balance Sheet
82
Very Positive
Cash Flow
68
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue311.66B311.40B299.24B279.97B324.63B292.03B
Gross Profit79.10B79.50B55.68B33.65B84.72B83.42B
EBITDA73.23B67.50B53.80B9.84B69.40B66.36B
Net Income32.94B29.62B12.09B-26.19B28.17B27.91B
Balance Sheet
Total Assets692.22B701.41B695.16B703.92B747.91B698.13B
Cash, Cash Equivalents and Short-Term Investments105.83B120.71B123.96B75.40B107.15B134.97B
Total Debt97.38B97.39B138.87B122.71B107.67B98.29B
Total Liabilities194.68B205.23B207.60B213.78B218.99B198.38B
Stockholders Equity494.03B492.37B484.02B487.05B524.35B495.07B
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
Negative
Last Price7499.00
Price Trends
50DMA
6425.70
Negative
100DMA
6566.46
Negative
200DMA
6115.63
Negative
Market Momentum
MACD
-166.77
Positive
RSI
39.85
Neutral
STOCH
17.09
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:5214, the sentiment is Negative. The current price of 7499 is above the 20-day moving average (MA) of 6303.49, above the 50-day MA of 6425.70, and above the 200-day MA of 6115.63, indicating a bearish trend. The MACD of -166.77 indicates Positive momentum. The RSI at 39.85 is Neutral, neither overbought nor oversold. The STOCH value of 17.09 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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
¥34.48B24.943.48%2.38%6.19%-16.52%
74
Outperform
¥1.32T35.8915.75%1.08%18.84%42.10%
69
Neutral
¥469.20B13.396.30%2.16%4.78%
68
Neutral
¥486.43B40.005.63%2.35%-3.24%-36.64%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
61
Neutral
¥62.31B47.080.90%4.00%-1.57%-49.55%
45
Neutral
¥23.18B-131.180.95%-273.10%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:5214
Nippon Electric Glass Co
5,920.00
2,420.59
69.17%
JP:4186
Tokyo Ohka Kogyo Co
11,245.00
7,296.49
184.79%
JP:6728
ULVAC
10,470.00
5,185.82
98.14%
JP:7915
Nissha Co.Ltd.
1,344.00
89.27
7.12%
JP:5218
Ohara Inc.
1,471.00
412.56
38.98%
JP:7746
Okamoto Glass Co., Ltd.
802.00
631.00
369.01%

Nippon Electric Glass Co Corporate Events

Nippon Electric Glass to Exit North American Glass Fiber Production
Jul 6, 2026
Nippon Electric Glass will suspend production at the Shelby, North Carolina plant and sell the Lexington, North Carolina plant of its U.S. subsidiary Electric Glass Fiber America as part of ongoing structural reforms in its composites business. Th...
Nippon Electric Glass Pauses June Buybacks but Retains Capacity Under Ongoing Program
Jul 1, 2026
Nippon Electric Glass reported that it conducted no share repurchases between June 1 and June 30, 2026, under its ongoing buyback program authorized by the board in February. The company had approval to buy back up to 4 million shares, or 5.32% of...
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...
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