Nippon Electric Glass Co Ltd (JP:5214)
:5214
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Nippon Electric Glass Co
(5214)
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Rating:74Outperform
Price Target:
¥7,549.00
▲(18.21% Upside)
Action:ReiteratedDate:03/06/26
The score is driven primarily by improving financial performance and a strong balance sheet, tempered by historically volatile earnings and uneven cash-flow conversion. Technicals are supportive with the stock trading above major moving averages, while valuation metrics (P/E ~16.1 and ~2.38% yield) suggest a fair, not deeply discounted, setup.
Positive Factors
Conservative Balance Sheet
A debt-to-equity near 0.20 and a large equity base give the company durable financial flexibility versus more leveraged peers. Lower leverage reduces refinancing and solvency risk during downturns, enabling disciplined capex, strategic investments or shareholder returns without forcing distress sales.
Negative Factors
Pronounced Earnings Cyclicality
The company's earnings swing from profit to loss across cycles reflects deep exposure to downstream electronics and industrial demand. Persistent cyclicality makes revenue and margin forecasts uncertain, complicates capacity planning, and can force defensive capital or price responses during prolonged downturns.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative Balance Sheet
A debt-to-equity near 0.20 and a large equity base give the company durable financial flexibility versus more leveraged peers. Lower leverage reduces refinancing and solvency risk during downturns, enabling disciplined capex, strategic investments or shareholder returns without forcing distress sales.
Read all positive factors
Nippon Electric Glass Co (5214) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥515.45B
Dividend Yield2.16%
Average Volume (3M)364.37K
Price to Earnings (P/E)16.1
Beta (1Y)0.60
Revenue Growth1.90%
EPS Growth-105.45%
CountryJP
Employees5,498
SectorTechnology
Sector Strength88
IndustryHardware, Equipment & Parts
Share Statistics
EPS (TTM)168.92
Shares Outstanding89,523,250
10 Day Avg. Volume343,520
30 Day Avg. Volume364,373
Financial Highlights & Ratios
PEG Ratio0.09
Price to Book (P/B)0.97
Price to Sales (P/S)1.53
P/FCF Ratio20.66
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥6,765.55Price Target Upside5.94% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering7
EPS Forecast (FY)348.58
Revenue Forecast (FY)¥320.40B
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 generates revenue primarily through the sale of its specialty glass products across multiple industries. The company's key revenue streams include the production of glass substrates for LCDs, which are essential components in...
Nippon Electric Glass Co Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
82
Very Positive
Cash Flow
68
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 298.31B | 311.40B | 299.24B | 279.97B | 324.63B | 292.03B |
| Gross Profit | 65.13B | 79.50B | 55.68B | 33.65B | 84.72B | 83.42B |
| EBITDA | 45.62B | 57.82B | 34.41B | 25.39B | 54.29B | 59.14B |
| Net Income | -8.02B | 29.62B | 12.09B | -26.19B | 28.17B | 27.91B |
Balance Sheet | ||||||
| Total Assets | 658.93B | 701.41B | 695.16B | 703.92B | 747.91B | 698.13B |
| Cash, Cash Equivalents and Short-Term Investments | 112.19B | 120.71B | 123.96B | 75.40B | 107.15B | 134.97B |
| Total Debt | 99.94B | 97.39B | 138.87B | 122.71B | 107.67B | 98.29B |
| Total Liabilities | 195.59B | 205.23B | 207.60B | 213.78B | 218.99B | 198.38B |
| Stockholders Equity | 459.73B | 492.37B | 484.02B | 487.05B | 524.35B | 495.07B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 23.08B | 35.06B | -30.45B | -28.44B | 34.82B |
| Operating Cash Flow | 0.00 | 52.03B | 52.20B | -1.36B | 31.56B | 69.88B |
| Investing Cash Flow | 0.00 | -10.40B | 42.60B | -22.16B | -57.16B | -31.75B |
| Financing Cash Flow | 0.00 | -45.27B | -48.83B | -10.19B | -5.87B | -29.18B |
Nippon Electric Glass Co Technical Analysis
Positive
6386.00
Price Trends
6448.08
Negative
6182.36
Positive
5184.93
Positive
Market Momentum
-49.33
Positive
50.76
Neutral
43.14
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 6386 is below the 20-day moving average (MA) of 6441.90, below the 50-day MA of 6448.08, and above the 200-day MA of 5184.93, indicating a neutral trend. The MACD of -49.33 indicates Positive momentum. The RSI at 50.76 is Neutral, neither overbought nor oversold. The STOCH value of 43.14 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
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | ¥515.45B | 16.10 | 6.30% | 2.16% | 1.90% | -105.45% | |
71 Outperform | ¥1.05T | 20.85 | 15.75% | 1.08% | 19.45% | 41.03% | |
64 Neutral | ¥29.31B | -133.36 | ― | ― | -9.50% | -170.30% | |
62 Neutral | ¥458.56B | 19.19 | 5.63% | 2.35% | -9.06% | -35.95% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
60 Neutral | ¥28.13B | 19.00 | 3.48% | 2.38% | 3.53% | 10.37% | |
56 Neutral | ¥60.15B | 59.15 | 0.90% | 4.00% | 0.12% | -105.94% |
* Technology Sector Average
JP:5214
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6,386.00
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85.14%
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Nippon Electric Glass Co Corporate Events
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. ...
Nippon Electric Glass Reports Progress on Share Buyback Program
Mar 2, 2026
Nippon Electric Glass has disclosed progress on its ongoing share repurchase program authorized by its board on February 6, 2026, under Japan’s Companies Act. The company bought 734,100 common shares on the Tokyo Stock Exchange between Febru...
Nippon Electric Glass Releases FY2025 Results and Updates on EGP2028 Plan
Feb 8, 2026
Nippon Electric Glass Co., Ltd. announced its financial results for fiscal year 2025, providing investors and stakeholders with an overview of the company’s recent performance. The disclosure sets the baseline for assessing how its specialty...
Nippon Electric Glass Launches Up to ¥20 Billion Share Buyback Under EGP2028 Plan
Feb 6, 2026
Nippon Electric Glass Co., Ltd. has authorized a share repurchase program as part of its medium-term management plan “EGP2028,” aimed at strengthening capital efficiency and boosting shareholder returns. The board approved the buyback ...
Nippon Electric Glass Lifts 2025 Year-End Dividend Forecast, Boosting Annual Payout
Feb 6, 2026
Nippon Electric Glass has raised its forecast for the year-end dividend for the fiscal year ending December 31, 2025, increasing the planned payout by ¥5 to ¥80 per share, which will lift the total annual dividend to ¥150 per share,...
Nippon Electric Glass Posts Strong 2025 Profit Rebound, Lifts Dividend but Guides Lower for 2026
Feb 6, 2026
Nippon Electric Glass reported consolidated net sales of ¥311.4 billion for the fiscal year ended December 31, 2025, up 4.1% year on year, with operating profit surging more than fourfold to ¥34.1 billion and profit attributable to owner...
Nippon Electric Glass Reshapes Board and Audit Line-Up Ahead of 2026 Shareholders’ Meeting
Dec 26, 2025
Nippon Electric Glass announced boardroom and audit committee changes to take effect following shareholder approval at the Ordinary General Meeting on March 27, 2026, appointing Shiga University economics professor and executive vice president Kat...
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.