Cosel Co., Ltd. (JP:6905)
:6905
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Cosel Co., Ltd.
(6905)
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Rating:62Neutral
Price Target:
¥1,526.00
▲(40.13% 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
Very low leverage / strong balance sheet
Cosel's extremely low debt and large equity base provide durable financial resilience. This conservative leverage profile preserves flexibility to fund R&D, support customers through design-in cycles, sustain dividends or pursue selective investments without needing near-term external financing.
Negative Factors
Sharp revenue and earnings deterioration
A steep revenue decline and swing to operating losses materially weakens the company's earnings power. Persisting lower demand or pricing pressure can erode margins, reduce R&D or engineering investment, and impair ability to retain design-ins and long-term OEM contracts.
Read all positive and negative factors
Positive Factors
Negative Factors
Very low leverage / strong balance sheet
Cosel's extremely low debt and large equity base provide durable financial resilience. This conservative leverage profile preserves flexibility to fund R&D, support customers through design-in cycles, sustain dividends or pursue selective investments without needing near-term external financing.
Read all positive factors
Cosel Co., Ltd. (6905) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥59.23B
Dividend Yield5.01%
Average Volume (3M)103.77K
Price to Earnings (P/E)―
Beta (1Y)0.86
Revenue Growth-7.42%
EPS Growth-4245.20%
CountryJP
Employees721
SectorIndustrials
Sector Strength72
IndustryElectrical Equipment & Parts
Share Statistics
EPS (TTM)-3.68
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)25.02
Revenue Forecast (FY)¥29.61B
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 | TTM | May 2026 | May 2026 | May 2025 | May 2024 | May 2023 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 32.13B | 25.05B | 27.05B | 41.44B | 35.27B | 28.08B |
| Gross Profit | 8.50B | 6.04B | 7.21B | 13.74B | 10.62B | 7.96B |
| EBITDA | 2.10B | 800.00M | 1.85B | 8.95B | 6.50B | 4.21B |
| Net Income | -181.68M | -3.41B | -113.66M | 5.17B | 3.16B | 1.90B |
Balance Sheet | ||||||
| Total Assets | 59.24B | 60.58B | 60.33B | 54.40B | 49.17B | 46.04B |
| Cash, Cash Equivalents and Short-Term Investments | 28.41B | 30.27B | 28.09B | 16.91B | 13.38B | 15.38B |
| Total Debt | 266.00M | 226.00M | 281.75M | 325.08M | 323.90M | 432.77M |
| Total Liabilities | 4.05B | 8.41B | 4.50B | 7.14B | 6.85B | 5.10B |
| Stockholders Equity | 55.19B | 52.16B | 55.84B | 47.09B | 42.21B | 40.87B |
Cash Flow | ||||||
| Free Cash Flow | 2.31B | 1.30B | 2.09B | 4.32B | 169.00M | -1.90B |
| Operating Cash Flow | 3.86B | 3.04B | 3.86B | 5.53B | 1.03B | -1.02B |
| Investing Cash Flow | -1.62B | -1.41B | -1.62B | -1.83B | 676.50M | 1.93B |
| Financing Cash Flow | 9.23B | -2.40B | 9.23B | -1.60B | -2.12B | -1.35B |
Cosel Co., Ltd. Technical Analysis
Neutral
1089.00
Price Trends
1345.53
Positive
1269.16
Positive
1208.17
Positive
Market Momentum
37.79
Positive
51.46
Neutral
71.51
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:6905, the sentiment is Neutral. The current price of 1089 is below the 20-day moving average (MA) of 1471.40, below the 50-day MA of 1345.53, and below the 200-day MA of 1208.17, indicating a neutral trend. The MACD of 37.79 indicates Positive momentum. The RSI at 51.46 is Neutral, neither overbought nor oversold. The STOCH value of 71.51 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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 |
|---|---|---|---|---|---|---|---|
77 Outperform | ¥2.09T | 22.21 | 12.05% | 1.50% | 9.27% | 3.49% | |
77 Outperform | ¥258.28B | 28.12 | ― | 1.53% | 9.71% | 54.79% | |
74 Outperform | ¥141.60B | 8.24 | 8.07% | 2.64% | 81.06% | 65.92% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
62 Neutral | ¥59.23B | -101.00 | ― | 5.01% | -7.42% | -4245.20% | |
62 Neutral | ¥1.86T | 53.67 | 8.39% | 1.49% | 0.83% | -37.84% | |
59 Neutral | ¥91.18B | 21.41 | 19.52% | 0.13% | 45.08% | 103.60% |
* Industrials Sector Average
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Cosel Co., Ltd. Corporate Events
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...
Cosel Swings to Loss but Maintains Dividend and Full-Year Outlook
Mar 23, 2026
Cosel reported consolidated net sales of ¥17.3 billion for the nine months ended Feb. 20, 2026, down 18.2% year on year, swinging to an operating loss of ¥899 million and a net loss attributable to owners of the parent of ¥240 milli...
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.