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Cosel Co., Ltd.
(6905)
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Rating:62Neutral
Price Target:
¥1,356.00
▲(24.52% Upside)
Action:Reiterated
Date:06/20/26
The score is held back primarily by the sharp earnings and revenue deterioration, despite a very strong low-debt balance sheet and still-positive cash flow. Technicals add support via an improving medium/long-term trend and positive momentum, while valuation is mixed due to negative earnings despite a solid dividend yield.
Positive Factors
Conservative Balance Sheet
Extremely low leverage gives Cosel durable financial flexibility: it can fund operations, preserve engineering and production capacity, and withstand cyclical weakness without heavy refinancing. That resilience supports long-term customer commitments and strategic investment.
Negative Factors
Steep Revenue Decline and Losses
A sustained ~22% revenue drop and swing to operating and net losses erode scale economics and limit cash flow permanence. Persistent top-line weakness can cause loss of design-in momentum, underutilized factories, and longer-term margin pressure unless demand or pricing recovers.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative Balance Sheet
Extremely low leverage gives Cosel durable financial flexibility: it can fund operations, preserve engineering and production capacity, and withstand cyclical weakness without heavy refinancing. That resilience supports long-term customer commitments and strategic investment.
Read all positive factors
Cosel Co., Ltd. (6905) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥51.33B
Dividend Yield4.41%
Average Volume (3M)103.77K
Price to Earnings (P/E)―
Beta (1Y)0.88
Revenue Growth-7.42%
EPS Growth-4245.20%
CountryJP
Employees721
SectorIndustrials
Sector Strength72
IndustryHardware, Equipment & Parts
Share Statistics
EPS (TTM)-82.80
Shares Outstanding41,186,100
10 Day Avg. Volume97,630
30 Day Avg. Volume103,766
Financial Highlights & Ratios
PEG Ratio>-0.01
Price to Book (P/B)1.17
Price to Sales (P/S)2.44
P/FCF Ratio46.95
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)35.37
Revenue Forecast (FY)¥30.11B
Cosel Co., Ltd. Business Overview & Revenue Model
Company Description
Cosel Co., Ltd. operates as a global producer and supplier of electrical components and electromagnetic interference (EMI) filters, catering to both Japanese domestic and international markets. The firm's comprehensive product range encompasses AC...
How the Company Makes Money
Cosel makes money primarily by selling power-conversion products—most notably AC-DC power supplies and DC-DC converters—to equipment manufacturers (OEMs) and other business customers. Revenue is generated from (1) product sales of standard catalog...
Cosel Co., Ltd. Financial Statement Overview
Summary
Income Statement
38
Negative
Balance Sheet
86
Very Positive
Cash Flow
62
Positive
| Breakdown | May 2026 | May 2026 | May 2025 | May 2024 | May 2023 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 25.05B | 27.05B | 41.44B | 35.27B | 28.08B |
| Gross Profit | 6.04B | 7.21B | 13.74B | 10.62B | 7.96B |
| EBITDA | 800.00M | 1.85B | 8.95B | 6.50B | 4.21B |
| Net Income | -3.41B | -113.66M | 5.17B | 3.16B | 1.90B |
Balance Sheet | |||||
| Total Assets | 60.58B | 60.33B | 54.40B | 49.17B | 46.04B |
| Cash, Cash Equivalents and Short-Term Investments | 30.27B | 28.09B | 16.91B | 13.38B | 15.38B |
| Total Debt | 226.00M | 281.75M | 325.08M | 323.90M | 432.77M |
| Total Liabilities | 8.41B | 4.50B | 7.14B | 6.85B | 5.10B |
| Stockholders Equity | 52.16B | 55.84B | 47.09B | 42.21B | 40.87B |
Cash Flow | |||||
| Free Cash Flow | 1.30B | 2.09B | 4.32B | 169.00M | -1.90B |
| Operating Cash Flow | 3.04B | 3.86B | 5.53B | 1.03B | -1.02B |
| Investing Cash Flow | -1.41B | -1.62B | -1.83B | 676.50M | 1.93B |
| Financing Cash Flow | -2.40B | 9.23B | -1.60B | -2.12B | -1.35B |
Cosel Co., Ltd. Technical Analysis
Positive
1089.00
Price Trends
1400.38
Negative
1322.22
Positive
1240.31
Positive
Market Momentum
-25.63
Negative
51.25
Neutral
86.61
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:6905, the sentiment is Positive. The current price of 1089 is below the 20-day moving average (MA) of 1299.15, below the 50-day MA of 1400.38, and below the 200-day MA of 1240.31, indicating a neutral trend. The MACD of -25.63 indicates Negative momentum. The RSI at 51.25 is Neutral, neither overbought nor oversold. The STOCH value of 86.61 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:6905.
Cosel Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | ¥144.11B | 8.89 | 11.21% | 3.42% | 81.06% | 65.37% | |
73 Outperform | ¥2.04T | 19.51 | 13.23% | 1.41% | 10.40% | 15.01% | |
69 Neutral | ¥89.00B | 17.32 | 26.55% | 0.13% | 54.05% | 121.12% | |
69 Neutral | ¥208.29B | 18.41 | ― | 1.53% | 16.79% | 100.39% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
62 Neutral | ¥51.33B | -15.07 | ― | 5.01% | -7.42% | -4245.20% | |
54 Neutral | ¥1.27T | 37.42 | 7.18% | 1.29% | 4.62% | -38.12% |
* Industrials Sector Average
JP:6905
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Cosel Co., Ltd. Corporate Events
Cosel Keeps Annual Dividend Unchanged at ¥55 Per Share
Jul 3, 2026
Cosel Co., Ltd. has approved a dividend of surplus with a record date of May 20, 2026, setting a fiscal-year-end dividend at ¥28 per share and a total payout of ¥1,151 million, to be funded from retained earnings and paid on July 23, 202...
Cosel outlines 11th Medium-Term Management Plan for FY2026–FY2028
Jun 19, 2026
Cosel Co., Ltd. has introduced its 11th Medium-Term Management Plan covering fiscal years 2026 to 2028, outlining the company’s strategic direction following a review of its 10th Medium-Term Management Plan. The new plan signals a continued ...
Cosel Sets ROE Target Above Cost of Capital to Boost Shareholder Value
Jun 19, 2026
Cosel Co., Ltd. has outlined a management policy centered on ensuring that its return on equity consistently exceeds its cost of capital, framing capital efficiency as a core metric for corporate value. The company is prioritizing earnings recover...
Cosel Introduces Shareholder Benefit Program to Reward Long-Term Investors
Jun 19, 2026
Cosel has approved the introduction of a shareholder benefit program aimed at rewarding loyal investors and making its shares more attractive, with the company explicitly linking the initiative to its goal of promoting long-term shareholding and e...
Cosel Raises Minimum Dividend on Equity as It Tightens Progressive Payout Policy
Jun 19, 2026
Cosel has revised its dividend policy, introducing a more aggressive progressive dividend framework that raises the minimum Dividend on Equity (DOE) level from 3.5% to 4.5%. The change, approved by the board on June 19, 2026, underscores managemen...
Cosel Books ¥3.7 Billion Extraordinary Loss on Subsidiary Share Transfer and Asset Impairment
Jun 19, 2026
Cosel Co., Ltd. has finalized the accounting treatment for the fiscal year ended May 20, 2026, following the transfer of all shares in its consolidated subsidiary Powerbox International AB. The company has booked substantial extraordinary losses l...
Cosel Beats Sales Forecast but Swings to Loss on Subsidiary Liquidation
Jun 19, 2026
Cosel reported that consolidated net sales for the fiscal year ended May 20, 2026, reached 25.0 billion yen, outperforming its prior forecast as customer inventory digestion progressed and orders picked up from the third quarter. Higher sales, fav...
Cosel Publishes FY2025 Consolidated Financial Results Briefing
Jun 19, 2026
Cosel Co., Ltd. released a briefing of its consolidated financial results for fiscal year 2025, presented as a translated document from the original Japanese version. The announcement formally discloses that FY2025 results are now available to sta...
Cosel Swings to Loss but Targets Strong Profit Rebound and Higher Dividend in FY2027
Jun 19, 2026
Cosel reported a 7.4% decline in net sales to ¥25.0 billion for the fiscal year ended May 20, 2026, swinging to an operating loss of ¥695 million and a net loss attributable to owners of the parent of ¥3.4 billion, while its equity ...
Cosel Corrects English Notice on Planned Sale of Powerbox Subsidiary
May 22, 2026
Cosel has issued a corrected English version of its earlier notice on the planned transfer of all shares in its consolidated subsidiary Powerbox International AB to SCUR-Alpha 820 GmbH, a special purpose vehicle indirectly invested in by HYPAX Gmb...
Cosel to Divest Swedish Subsidiary Powerbox to German Holding Firm
May 20, 2026
Cosel has agreed to sell all shares of its Swedish subsidiary Powerbox International AB to Germany-based SCUR-Alpha 820 GmbH, a newly formed holding company indirectly funded by HYPAX GmbH. The move follows a review of Powerbox’s business en...
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.