Fuji Electric Co Ltd (JP:6504)
:6504
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Fuji Electric Co
(6504)
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Rating:63Neutral
Price Target:
¥11,198.00
▼(-1.73% Downside)
Action:ReiteratedDate:03/10/26
The score is supported primarily by strong balance-sheet quality and solid profitability, but is held back by mixed cash-flow conversion and a clearly weak technical trend with oversold momentum signals. Valuation is moderate and not a major driver.
Positive Factors
Low leverage / strong balance sheet
TTM debt-to-equity near 0.13 and a large equity base leave Fuji Electric well-capitalized. Durable low leverage increases financial flexibility to fund capex, R&D, dividends or absorb shocks, reducing refinancing risk and supporting strategic initiatives over cycles.
Negative Factors
Weak cash conversion
Despite positive operating cash, FCF conversion at ~19% of net income signals working-capital or timing volatility. Inconsistent cash conversion constrains the firm’s ability to reliably self-fund growth, dividends or large investments without managing liquidity actively.
Read all positive and negative factors
Positive Factors
Negative Factors
Low leverage / strong balance sheet
TTM debt-to-equity near 0.13 and a large equity base leave Fuji Electric well-capitalized. Durable low leverage increases financial flexibility to fund capex, R&D, dividends or absorb shocks, reducing refinancing risk and supporting strategic initiatives over cycles.
Read all positive factors
Fuji Electric Co (6504) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥1.63T
Dividend Yield1.5%
Average Volume (3M)595.91K
Price to Earnings (P/E)19.9
Beta (1Y)1.55
Revenue Growth5.44%
EPS Growth-5.19%
CountryJP
Employees27,391
SectorIndustrials
Sector Strength72
IndustryElectrical Equipment & Parts
Share Statistics
EPS (TTM)148.53
Shares Outstanding149,297,000
10 Day Avg. Volume668,660
30 Day Avg. Volume595,910
Financial Highlights & Ratios
PEG Ratio0.45
Price to Book (P/B)1.31
Price to Sales (P/S)0.80
P/FCF Ratio13.25
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥12,690.90Price Target Upside11.37% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering6
EPS Forecast (FY)683.4
Revenue Forecast (FY)¥1.25T
Fuji Electric Co Business Overview & Revenue Model
Company Description
Fuji Electric Co., Ltd., together with its subsidiaries, operates in the power electronics systems energy and industry, electronic devices, food and beverage distribution, and power generation businesses worldwide. It offers AC drives, motors, and...
How the Company Makes Money
Fuji Electric makes money primarily by selling industrial and energy-related hardware and by providing engineering and lifecycle services around that hardware.
1) Product sales (core revenue driver)
- Power electronics & drive/control equipment: ...
Fuji Electric Co Earnings Call Summary
Earnings Call Date:Jan 30, 2025
(Q3-2024)
| % Change Since: |
Next Earnings Date:Apr 28, 2026
Earnings Call Sentiment Positive
The earnings call highlights significant positive achievements, including record high financial metrics, strong growth in the semiconductor and automotive sectors, and a successful revision of the full year forecast. However, there are notable challenges such as declines in the ED&C components sector, energy segment operating profit, and sales in the China market.Positive Updates
Record High Financial Metrics
Achieved record high consolidated net sales, operating profit, ordinary profit, and net profit for the third quarter. Net sales increased by JPY 68.9 billion to JPY 759.7 billion. Operating profit increased by JPY 15.2 billion to JPY 57.7 billion, and net profit increased by JPY 8.3 billion to JPY 37.3 billion.
Negative Updates
Decline in ED&C Components
ED&C components experienced a decline in both sales and profit due to decreased demand from machinery manufacturers and semiconductor production equipment.
Read all updates
Q3-2024 Updates
Positive
Negative
Record High Financial Metrics
Achieved record high consolidated net sales, operating profit, ordinary profit, and net profit for the third quarter. Net sales increased by JPY 68.9 billion to JPY 759.7 billion. Operating profit increased by JPY 15.2 billion to JPY 57.7 billion, and net profit increased by JPY 8.3 billion to JPY 37.3 billion.
Read all positive updates
Company Guidance
During the earnings call for the third quarter of fiscal year 2023, Junichi Arai provided a detailed analysis of the company's financial performance, highlighting record high metrics across various financial indicators. Consolidated net sales reached JPY 759.7 billion, marking an increase of JPY 68.9 billion from the previous year, with JPY 57 billion attributed to actual demand excluding exchange rate effects. Operating profit rose by JPY 15.2 billion to JPY 57.7 billion, with an operating profit ratio increase of 1.4% to 7.6%. Ordinary profit was also up by JPY 15.4 billion to JPY 56.6 billion, although extraordinary profit saw a decline of JPY 2.3 billion, settling at a positive JPY 6 billion. Net profit increased by JPY 8.3 billion to JPY 37.3 billion. Segment-wise, the Energy segment showed a mixed performance with a sales increase of JPY 3.6 billion but a decline in operating profit by JPY 0.8 billion. Meanwhile, the Industry, Semiconductor, and Food and Beverage Distribution segments posted strong sales and profit growth. The call also revealed a positive outlook with an upward revision of the full-year forecast, projecting net sales of JPY 1,070 billion and operating profit of JPY 100 billion, aiming for a 9.3% operating profit ratio, setting the stage for future growth and a double-digit operating profit ratio in the medium-term plan.Fuji Electric Co Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
86
Very Positive
Cash Flow
62
Positive
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.18T | 1.12T | 1.10T | 1.01T | 910.23B | 875.93B |
| Gross Profit | 326.59B | 323.31B | 307.82B | 281.59B | 256.47B | 225.38B |
| EBITDA | 183.49B | 174.89B | 157.54B | 135.19B | 115.04B | 85.13B |
| Net Income | 85.33B | 92.24B | 75.35B | 61.35B | 58.66B | 41.93B |
Balance Sheet | ||||||
| Total Assets | 1.38T | 1.31T | 1.27T | 1.18T | 1.12T | 1.05T |
| Cash, Cash Equivalents and Short-Term Investments | 70.34B | 63.54B | 66.19B | 84.70B | 92.97B | 76.55B |
| Total Debt | 103.86B | 101.29B | 160.35B | 180.63B | 206.82B | 215.03B |
| Total Liabilities | 585.67B | 581.51B | 609.70B | 609.48B | 593.38B | 590.70B |
| Stockholders Equity | 752.59B | 691.77B | 602.52B | 517.09B | 472.90B | 417.00B |
Cash Flow | ||||||
| Free Cash Flow | 51.45B | 68.17B | 17.90B | 55.08B | 43.76B | 6.35B |
| Operating Cash Flow | 128.66B | 144.92B | 84.86B | 116.16B | 76.81B | 26.93B |
| Investing Cash Flow | -89.42B | -63.38B | -62.42B | -49.50B | -22.35B | 23.58B |
| Financing Cash Flow | -32.55B | -86.25B | -45.87B | -77.19B | -42.89B | -39.63B |
Fuji Electric Co Technical Analysis
Positive
11395.00
Price Trends
11416.61
Negative
11365.21
Positive
10083.08
Positive
Market Momentum
-141.70
Negative
52.60
Neutral
71.23
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:6504, the sentiment is Positive. The current price of 11395 is above the 20-day moving average (MA) of 11027.95, below the 50-day MA of 11416.61, and above the 200-day MA of 10083.08, indicating a neutral trend. The MACD of -141.70 indicates Negative momentum. The RSI at 52.60 is Neutral, neither overbought nor oversold. The STOCH value of 71.23 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:6504.
Fuji Electric Co Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | ¥3.22T | 7.80 | 10.06% | 1.21% | 10.52% | 60.75% | |
73 Outperform | ¥635.02B | 8.10 | 9.63% | 2.12% | 3.05% | -16.11% | |
72 Outperform | ¥9.88T | 26.86 | 32.32% | 0.91% | 27.53% | 137.34% | |
71 Outperform | ¥12.21T | 21.58 | 9.29% | 1.19% | 4.62% | 40.65% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
63 Neutral | ¥1.63T | 19.95 | 12.05% | 1.50% | 5.44% | -5.19% | |
55 Neutral | ¥1.28T | 40.59 | 8.39% | 1.49% | -2.18% | 30.16% |
* Industrials Sector Average
JP:6504
Fuji Electric Co
11,395.00
5,424.89
90.87%
JP:6503
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JP:6506
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Fuji Electric Co Corporate Events
Fuji Electric Confirms Reviewed Results as Sales and Profits Rise but Net Income Slips
Feb 13, 2026
Fuji Electric reported consolidated net sales of ¥851.1 billion for the nine months ended December 31, 2025, up 7.6% year on year, with operating and ordinary profit also rising, while profit attributable to owners of parent fell 12.5%, leadi...
Fuji Electric Confirms Interim Review Completion as Sales and Profits Rise but Net Income Slips
Feb 13, 2026
Fuji Electric reported consolidated net sales of ¥851.1 billion for the nine months ended December 31, 2025, a 7.6% year-on-year increase, with operating and ordinary profits both rising more than 8%, while profit attributable to owners of pa...
Fuji Electric Lifts Sales and Profit but Bottom Line Slips; Forecasts and Dividend Maintained
Jan 29, 2026
Fuji Electric reported consolidated net sales of ¥851.1 billion for the nine months ended December 31, 2025, up 7.6% year-on-year, with operating profit rising 8.2% to ¥74.0 billion and ordinary profit increasing 8.5% to ¥74.2 billi...
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.