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Sumida Corporation
(6817)
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Rating:63Neutral
Price Target:
¥1,212.00
▲(5.94% Upside)
Action:Reiterated
Date:08/01/26
The score is driven primarily by steady (but not high-margin) financial performance supported by positive free cash flow, and a favorable valuation profile with a moderate P/E and strong dividend yield. This is tempered by weak near- to mid-term technical positioning (price below key short-term moving averages) and financial risk from thin net margins combined with moderate leverage.
Positive Factors
Recurring design-in business across diversified end-markets
Sumida's model of supplying both standard and custom co-designed magnetics creates sticky, multi-year production orders with OEMs. Engineering collaboration increases switching costs, supports recurring revenue streams across automotive, industrial and communications, and underpins durable customer relationships.
Negative Factors
Thin net margins and earnings volatility
Very thin net margins leave limited buffer for cost inflation or pricing pressure, making profitability sensitive to raw material, labor, or mix shifts. The recent drop in net income underscores earnings volatility, which constrains reserve building and heightens risk during extended demand softness.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring design-in business across diversified end-markets
Sumida's model of supplying both standard and custom co-designed magnetics creates sticky, multi-year production orders with OEMs. Engineering collaboration increases switching costs, supports recurring revenue streams across automotive, industrial and communications, and underpins durable customer relationships.
Read all positive factors
Sumida Corporation (6817) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥42.50B
Dividend Yield4.1%
Average Volume (3M)226.21K
Price to Earnings (P/E)19.5
Beta (1Y)1.15
Revenue Growth9.71%
EPS Growth23.67%
CountryJP
Employees14,964
SectorGeneral
Sector StrengthN/A
IndustryHardware, Equipment & Parts
Share Statistics
EPS (TTM)66.27
Shares Outstanding33,148,018
10 Day Avg. Volume223,820
30 Day Avg. Volume226,213
Financial Highlights & Ratios
PEG Ratio0.02
Price to Book (P/B)0.61
Price to Sales (P/S)0.26
P/FCF Ratio3.70
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)110.3
Revenue Forecast (FY)¥160.00B
Sumida Corporation Business Overview & Revenue Model
Company Description
Sumida Corporation is a global enterprise specializing in the design, production, and distribution of electronic components and modules. These products cater to a wide range of sectors including consumer electronics, the automotive industry, and i...
How the Company Makes Money
Sumida primarily makes money by manufacturing and selling magnetic electronic components (notably inductors and transformers) to business customers (e.g., automotive suppliers, industrial equipment makers, and electronics OEM/EMS companies). Reven...
Sumida Corporation Financial Statement Overview
Summary
Income Statement
66
Positive
Balance Sheet
58
Neutral
Cash Flow
63
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 155.88B | 147.19B | 143.98B | 147.67B | 138.60B | 104.92B |
| Gross Profit | 21.42B | 20.92B | 18.01B | 21.11B | 19.30B | 15.36B |
| EBITDA | 19.27B | 19.83B | 16.66B | 18.19B | 16.10B | 12.34B |
| Net Income | 2.19B | 3.62B | 590.00M | 5.07B | 5.10B | 2.63B |
Balance Sheet | ||||||
| Total Assets | 169.00B | 163.66B | 147.77B | 142.79B | 134.85B | 117.72B |
| Cash, Cash Equivalents and Short-Term Investments | 6.03B | 6.13B | 4.29B | 3.11B | 2.94B | 4.24B |
| Total Debt | 66.99B | 64.02B | 57.98B | 57.20B | 58.55B | 54.76B |
| Total Liabilities | 104.16B | 98.30B | 86.85B | 85.47B | 85.97B | 77.62B |
| Stockholders Equity | 63.61B | 62.01B | 58.65B | 55.06B | 46.83B | 38.34B |
Cash Flow | ||||||
| Free Cash Flow | 9.93B | 10.22B | 7.07B | 8.54B | 2.36B | -5.21B |
| Operating Cash Flow | 15.68B | 16.46B | 14.93B | 18.34B | 10.57B | 600.00M |
| Investing Cash Flow | -10.11B | -12.89B | -8.83B | -10.70B | -8.17B | -6.71B |
| Financing Cash Flow | -5.72B | -1.96B | -5.27B | -7.78B | -4.13B | 4.75B |
Sumida Corporation Technical Analysis
Negative
1144.00
Price Trends
1368.13
Negative
1297.92
Negative
1214.81
Negative
Market Momentum
-50.91
Positive
38.81
Neutral
29.62
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:6817, the sentiment is Negative. The current price of 1144 is below the 20-day moving average (MA) of 1282.95, below the 50-day MA of 1368.13, and below the 200-day MA of 1214.81, indicating a bearish trend. The MACD of -50.91 indicates Positive momentum. The RSI at 38.81 is Neutral, neither overbought nor oversold. The STOCH value of 29.62 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:6817.
Sumida Corporation Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
68 Neutral | ¥5.71T | 24.32 | ― | 1.20% | 21.98% | 57.54% | |
65 Neutral | ¥13.68T | 51.00 | 8.95% | 0.78% | 10.31% | 24.82% | |
63 Neutral | ¥42.50B | 19.50 | ― | 4.53% | 9.71% | 23.67% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
54 Neutral | ¥1.34T | 86.36 | ― | 0.79% | 4.07% | 533.27% | |
53 Neutral | ¥198.53B | 31.18 | ― | 2.18% | -3.43% | 9.82% | |
45 Neutral | ¥87.23B | 30.58 | 4.16% | ― | 11.52% | 5651.84% |
* General Sector Average
JP:6817
Sumida Corporation
1,202.00
217.87
22.14%
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Sumida Corporation Corporate Events
Sumida outlines FY2026 Q2 results and dividend outlook
Jul 31, 2026
Sumida Corporation has released a consolidated performance briefing for the second quarter of fiscal year 2026 ended June 30, outlining its financial results and key operational metrics. The briefing also includes the company’s dividend fore...
Sumida Revenue Rises but Profits Slump; Dividend and 2026 Outlook Maintained
Jul 31, 2026
Sumida Corporation reported consolidated revenue of ¥79.9 billion for the six months ended June 30, 2026, up 12.2% year on year, but operating profit fell 43.2% to ¥1.9 billion and interim profit attributable to owners of the parent plun...
Sumida Confirms Interim Dividend, Maintains Stable Payout Policy
Jul 31, 2026
Sumida Corporation’s board has approved an interim dividend of 26 yen per share for shareholders of record as of June 30, 2026, matching the previously announced forecast and the interim payout for fiscal 2025. The total dividend distributio...
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.