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NSK Ltd. (JP:6471)
:6471
Japanese Market
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NSK Ltd. (6471) AI Stock Analysis

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JP:6471

NSK Ltd.

(6471)

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Neutral 61 (OpenAI - 5.2)
Rating:61Neutral
Price Target:
¥1,192.00
▲(22.16% Upside)
Action:Reiterated
Date:08/04/26
The score is driven primarily by improving financial performance—better TTM earnings/revenue trends and significantly reduced leverage—tempered by still-modest margins/returns and uneven cash flow trends. Technical indicators add a mild headwind due to negative MACD and trading below key short-to-medium moving averages, while valuation is supportive but not compelling with a mid-teens P/E and ~3% dividend yield.
Positive Factors
Balance Sheet Strength
Material deleveraging to ~0.20 debt/equity meaningfully reduces financial risk and interest burden. This stronger capital structure increases flexibility for capex, R&D, dividends or opportunistic M&A and better insulates the firm from cyclical revenue dips over the next 2–6 months.
Negative Factors
Modest Profitability
Profitability metrics remain modest versus industrial peers, constraining internal reinvestment and returns. Low margins limit the firm's ability to absorb cost inflation or price competition without eroding free cash flow, making sustained improvement a multi-quarter challenge.
Read all positive and negative factors
Positive Factors
Negative Factors
Balance Sheet Strength
Material deleveraging to ~0.20 debt/equity meaningfully reduces financial risk and interest burden. This stronger capital structure increases flexibility for capex, R&D, dividends or opportunistic M&A and better insulates the firm from cyclical revenue dips over the next 2–6 months.
Read all positive factors

NSK Ltd. (6471) vs. iShares MSCI Japan ETF (EWJ)

NSK Ltd. Business Overview & Revenue Model

Company Description
NSK Ltd. is a global manufacturing and sales enterprise specializing in industrial machinery bearings, a wide variety of automotive products, and high-precision mechanical components. The company's comprehensive bearing portfolio includes standard...
How the Company Makes Money
NSK makes money primarily by manufacturing and selling bearings and other motion-control components to OEMs and industrial customers. Key revenue streams include (1) automotive-related sales, where NSK supplies bearings and related parts used in v...

NSK Ltd. Financial Statement Overview

Summary
Financials are improving but not yet strong: TTM revenue is up 6.6% and net margin improved to ~3.2%, while leverage has fallen materially (debt-to-equity ~0.20 TTM). Offsetting this, profitability remains modest for the sector (EBIT margin ~5.3%, ROE ~4.7%) and cash flow consistency is a concern given sharply negative TTM free cash flow growth and historical volatility.
Income Statement
62
Positive
Balance Sheet
74
Positive
Cash Flow
58
Neutral
BreakdownTTMMar 2026Mar 2026Mar 2025Mar 2024Mar 2023
Income Statement
Total Revenue971.52B911.64B796.67B788.87B938.10B865.17B
Gross Profit208.09B191.29B172.78B165.25B191.06B169.73B
EBITDA109.24B97.94B84.11B83.18B93.68B88.22B
Net Income31.49B22.87B10.65B8.50B18.41B16.59B
Balance Sheet
Total Assets1.30T1.24T1.22T1.30T1.23T1.23T
Cash, Cash Equivalents and Short-Term Investments156.78B142.12B198.51B191.99B161.45B139.01B
Total Debt348.58B219.11B329.03B342.61B360.81B327.21B
Total Liabilities592.38B547.63B550.35B620.12B598.53B597.09B
Stockholders Equity685.79B671.98B651.46B659.98B616.21B617.80B
Cash Flow
Free Cash Flow59.29B59.77B44.05B49.88B19.87B-13.33B
Operating Cash Flow98.92B97.81B82.18B99.82B64.16B22.73B
Investing Cash Flow-98.57B-64.75B-58.75B-90.81B-48.78B-19.97B
Financing Cash Flow-13.70B-37.79B-33.74B-24.78B4.42B-48.22B

NSK Ltd. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price975.80
Price Trends
50DMA
1161.29
Positive
100DMA
1174.99
Positive
200DMA
1089.11
Positive
Market Momentum
MACD
-3.11
Negative
RSI
57.05
Neutral
STOCH
47.46
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:6471, the sentiment is Positive. The current price of 975.8 is below the 20-day moving average (MA) of 1134.20, below the 50-day MA of 1161.29, and below the 200-day MA of 1089.11, indicating a bullish trend. The MACD of -3.11 indicates Negative momentum. The RSI at 57.05 is Neutral, neither overbought nor oversold. The STOCH value of 47.46 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:6471.

NSK Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
79
Outperform
¥109.58B7.813.82%-4.24%61.39%
78
Outperform
¥731.29B26.262.60%1.89%-39.75%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
61
Neutral
¥563.14B17.903.52%22.68%220.06%
60
Neutral
¥705.43B36.561.57%2.96%4.64%106.98%
49
Neutral
¥211.47B167.011.93%<0.01%-83.75%
47
Neutral
¥5.62B-5.394.51%1.51%-274.27%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:6471
NSK Ltd.
1,192.50
477.84
66.86%
JP:6473
JTEKT
2,155.50
865.15
67.05%
JP:5991
NHK Spring Co., Ltd.
3,763.00
2,039.19
118.30%
JP:6209
NPR-RIKEN CORPORATION
4,060.00
1,554.50
62.04%
JP:7214
GMB Corporation
1,070.00
226.08
26.79%
JP:7220
Musashi Seimitsu Industry Co., Ltd.
3,570.00
610.89
20.64%

NSK Ltd. Corporate Events

NSK Corrects Forecast Data in First-Quarter 2026 Results
Jul 31, 2026
NSK Ltd., a leading Japanese manufacturer of bearings and precision machinery for automotive and industrial applications, is listed on the Tokyo Prime Market and serves a broad global customer base. Its financial performance and guidance are close...
NSK Posts Strong Q1 Rebound and Raises Full-Year Earnings Outlook
Jul 30, 2026
NSK Ltd. reported a sharp rebound in performance for the three months ended June 30, 2026, with sales climbing 30.6% year on year to &#165;255.6 billion and operating income surging more than threefold to &#165;14.9 billion. Net income attributabl...
NSK lifts full-year profit forecast on AI-driven demand and weaker yen
Jul 30, 2026
NSK Ltd. has raised its consolidated forecasts for the six months to September 30, 2026 and the fiscal year ending March 31, 2027, citing stronger-than-expected demand and favorable currency movements. The company now projects higher sales, operat...
NSK Maintains Stable Payout With Unchanged Full-Year Dividend of ¥34
May 28, 2026
NSK Ltd. has declared a year-end dividend of 17.00 JPY per share for the fiscal year ended March 31, 2026, matching its most recent forecast and the prior year&#8217;s payout level. Combined with the 17.00 JPY interim dividend paid in December 202...
NSK Overhauls Executive Pay to Tie Rewards to Long-Term Performance and ESG Goals
May 18, 2026
NSK Ltd., a leading Japanese industrial manufacturer listed on the TSE Prime Market, is refining its governance and incentive structures to support long-term value creation and closer alignment between management and shareholders. The move reflect...
NSK lifts profits and tightens grip on steering business in FY2026
May 12, 2026
NSK reported a robust recovery for the year ended 31 March 2026, with sales rising 14.4% to &#165;911.6 billion and operating income surging 36.4%, as net income attributable to owners more than doubled and margins improved. The stronger earnings,...
NSK and NTN to Form Joint Holding Company in Major Bearings Integration
May 12, 2026
NSK Ltd. and NTN Corporation have signed a memorandum of understanding to integrate their operations through the creation of a joint holding company via a share transfer, aiming to combine their bearings and precision equipment businesses. The mov...
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: Aug 04, 2026