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Keyence (JP:6861)
:6861
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Keyence (6861) AI Stock Analysis

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JP:6861

Keyence

(6861)

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Outperform 80 (OpenAI - 5.2)
Rating:80Outperform
Price Target:
¥100,487
▲(39.92% Upside)
Action:Reiterated
Date:07/30/26
The score is primarily supported by outstanding financial strength (elite margins, debt-free balance sheet, and strong cash generation). Technicals add support via a clear uptrend versus major moving averages, while the overall score is moderated by a relatively expensive valuation (high P/E and low dividend yield).
Positive Factors
Debt-free balance sheet
A zero-debt balance sheet and rising equity provide durable financial flexibility for funding R&D, capex, buybacks or M&A without refinancing risk. Stable ROE (~10–15%) shows steady capital returns potential and low solvency risk, supporting resilience across cycles.
Negative Factors
Volatile revenue and FCF growth
Uneven top-line and free-cash-flow growth complicate medium-term planning and suggest exposure to cyclical industrial demand or project timing. This volatility can impede predictable reinvestment pacing, forecasting accuracy, and the ability to steadily scale recurring income streams over 2–6 months.
Read all positive and negative factors
Positive Factors
Negative Factors
Debt-free balance sheet
A zero-debt balance sheet and rising equity provide durable financial flexibility for funding R&D, capex, buybacks or M&A without refinancing risk. Stable ROE (~10–15%) shows steady capital returns potential and low solvency risk, supporting resilience across cycles.
Read all positive factors

Keyence (6861) vs. iShares MSCI Japan ETF (EWJ)

Keyence Business Overview & Revenue Model

Company Description
Keyence Corporation, together with its subsidiaries, manufactures and sells electronic application equipment. It offers photoelectric, fiber optic, laser, positioning, vision, and inductive proximity sensors; network communication units; measureme...
How the Company Makes Money
Keyence primarily makes money by selling factory automation hardware and related solutions directly to industrial customers. Its key revenue streams are product sales across major categories including: (1) sensors used for detection and process co...

Keyence Financial Statement Overview

Summary
Top-tier fundamentals driven by exceptional profitability (gross margin ~82–84%, operating margin ~51–55%, net margin ~37–40%), a debt-free balance sheet, and strong cash conversion (FCF closely tracks net income). Main watch items are uneven revenue/FCF growth and mild margin normalization versus peak years.
Income Statement
96
Very Positive
Balance Sheet
98
Very Positive
Cash Flow
93
Very Positive
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue1.25T1.17T1.06T967.29B922.42B755.17B
Gross Profit1.05T970.74B887.70B802.51B754.73B621.19B
EBITDA709.39B652.98B576.20B533.06B510.44B439.86B
Net Income492.20B445.19B398.66B369.64B362.96B303.36B
Balance Sheet
Total Assets3.72T3.67T3.29T2.96T2.65T2.32T
Cash, Cash Equivalents and Short-Term Investments1.43T1.49T1.22T1.13T940.46B1.00T
Total Debt0.000.000.000.000.000.00
Total Liabilities176.15B199.18B180.67B158.60B158.80B150.45B
Stockholders Equity3.55T3.47T3.11T2.81T2.49T2.17T
Cash Flow
Free Cash Flow185.28B402.31B395.18B375.42B263.28B265.31B
Operating Cash Flow196.88B430.68B409.52B387.92B302.63B271.48B
Investing Cash Flow-155.05B-312.39B-280.61B-242.79B-283.49B-11.13B
Financing Cash Flow-45.19B-113.72B-83.43B-76.31B-63.67B-49.82B

Keyence Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
80
Outperform
¥20.64T41.8813.44%0.77%16.95%23.91%
78
Outperform
¥129.62B18.071.68%9.88%14.45%
72
Outperform
¥717.75B41.044.24%1.61%9.93%23.82%
72
Outperform
¥1.08T24.2811.31%2.11%12.48%18.44%
67
Neutral
¥1.31T41.843.56%1.90%-2.45%-1.11%
65
Neutral
¥13.40T50.228.95%0.78%10.31%24.82%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:6861
Keyence
85,000.00
29,976.11
54.48%
JP:6965
Hamamatsu Photonics KK
2,397.50
895.56
59.63%
JP:6856
Horiba
24,880.00
13,997.23
128.62%
JP:6981
Murata Manufacturing Co
7,302.00
4,942.01
209.41%
JP:6645
OMRON
6,874.00
3,201.03
87.15%
JP:6914
OPTEX GROUP Company Limited
3,580.00
1,858.28
107.93%

Keyence Corporate Events

Keyence Delivers 33% Sales Surge and 51% Profit Jump in First Quarter
Jul 28, 2026
Keyence reported strong first-quarter results for the three months ended June 20, 2026, with net sales rising 32.8% year on year to ¥346.6 billion and net income attributable to owners of the parent jumping 51.0% to ¥139.1 billion. Earni...
Keyence Weighs Reduction of Investment Unit to Broaden Investor Access
Jun 18, 2026
Keyence has outlined its stance on potentially reducing the minimum investment unit for its shares, emphasizing that such a move can enhance stock liquidity and make it easier for a wider range of investors, including individuals, to participate i...
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: Jul 30, 2026