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Aisin Seiki Co
(7259)
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Rating:63Neutral
Price Target:
¥2,368.00
▼(-1.33% Downside)
Action:Reiterated
Date:08/01/26
The score is driven primarily by improving but still mid-quality financials—solid balance-sheet strength and recovering profitability are offset by weak and volatile free-cash-flow conversion. Valuation is a positive (low P/E and healthy dividend), but technicals are a meaningful headwind with the stock trading below major moving averages, indicating an unfavorable trend.
Positive Factors
Strong balance sheet and low leverage
A low and falling debt-to-equity ratio with a large equity base provides durable financial flexibility. Over 2–6 months this supports steady supplier investments, funding for program tooling and R&D, and resilience through auto cycle downturns without forcing asset sales or distress financing.
Negative Factors
Weak free cash flow conversion
Subpar FCF conversion versus earnings raises structural funding risk: capital expenditures, tooling and dividends compete with limited cash conversion. Over months this constrains discretionary investment and magnifies reliance on working-capital swings or external financing for program ramps.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong balance sheet and low leverage
A low and falling debt-to-equity ratio with a large equity base provides durable financial flexibility. Over 2–6 months this supports steady supplier investments, funding for program tooling and R&D, and resilience through auto cycle downturns without forcing asset sales or distress financing.
Read all positive factors
Aisin Seiki Co (7259) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥1.60T
Dividend Yield3.15%
Average Volume (3M)2.20M
Price to Earnings (P/E)9.9
Beta (1Y)1.18
Revenue Growth5.69%
EPS Growth27.94%
CountryJP
Employees113,292
SectorConsumer Cyclical
Sector Strength84
IndustryAuto - Parts
Share Statistics
EPS (TTM)224.79
Shares Outstanding726,023,900
10 Day Avg. Volume2,301,490
30 Day Avg. Volume2,200,316
Financial Highlights & Ratios
PEG Ratio0.14
Price to Book (P/B)0.73
Price to Sales (P/S)0.31
P/FCF Ratio11.92
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥2,450.00Price Target Upside2.08% Upside
Rating ConsensusHold
Number of Analyst Covering1
EPS Forecast (FY)226.99
Revenue Forecast (FY)¥5.30T
Aisin Seiki Co Business Overview & Revenue Model
Company Description
Aisin Corporation manufactures and sells automotive parts, lifestyle, and energy and wellness related products in Japan. It provides eAxle; hybrid transmission; AT, CVT, and MT; thermal management products; fuel cell electric products; engine rela...
How the Company Makes Money
Aisin Seiki historically made money by supplying automotive components and systems to vehicle manufacturers (OEMs) and, to a lesser extent, related channels such as replacement parts (aftermarket) depending on product line. The core revenue model ...
Aisin Seiki Co Financial Statement Overview
Summary
Income Statement
66
Positive
Balance Sheet
74
Positive
Cash Flow
52
Neutral
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 5.21T | 5.12T | 4.90T | 4.91T | 4.40T | 3.92T |
| Gross Profit | 616.78B | 618.93B | 544.11B | 531.85B | 384.04B | 430.67B |
| EBITDA | 499.87B | 527.80B | 451.51B | 430.66B | 365.06B | 489.41B |
| Net Income | 164.03B | 171.70B | 107.59B | 90.81B | 37.67B | 141.94B |
Balance Sheet | ||||||
| Total Assets | 4.39T | 4.51T | 4.28T | 4.64T | 4.14T | 4.21T |
| Cash, Cash Equivalents and Short-Term Investments | 587.80B | 592.40B | 451.69B | 527.19B | 317.69B | 386.91B |
| Total Debt | 698.59B | 686.00B | 697.29B | 794.66B | 910.47B | 944.31B |
| Total Liabilities | 1.97T | 2.02T | 2.05T | 2.24T | 2.14T | 2.21T |
| Stockholders Equity | 2.13T | 2.20T | 1.98T | 2.14T | 1.75T | 1.76T |
Cash Flow | ||||||
| Free Cash Flow | 96.59B | 134.29B | 121.02B | 271.59B | 25.66B | -24.44B |
| Operating Cash Flow | 328.87B | 376.08B | 339.87B | 499.74B | 237.97B | 193.34B |
| Investing Cash Flow | -72.44B | -77.18B | -146.95B | -93.15B | -186.86B | -204.95B |
| Financing Cash Flow | -189.90B | -181.97B | -270.22B | -211.70B | -127.75B | -135.86B |
Aisin Seiki Co Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | ¥650.92B | 10.26 | 10.96% | 2.75% | 12.73% | 81.53% | |
71 Outperform | ¥5.42T | 12.26 | 8.64% | 3.26% | 7.51% | 13.94% | |
65 Neutral | ¥6.91T | 17.00 | 14.96% | 1.56% | 12.30% | 103.31% | |
63 Neutral | ¥1.60T | 9.89 | 8.25% | 2.92% | 5.69% | 27.94% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
61 Neutral | ¥563.14B | 17.90 | ― | 3.52% | 22.68% | 220.06% | |
60 Neutral | ¥705.43B | 36.56 | 1.57% | 2.96% | 4.64% | 106.98% |
* Consumer Cyclical Sector Average
JP:7259
Aisin Seiki Co
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Aisin Seiki Co Corporate Events
Aisin Q1 Profit Slips Despite Higher Revenue, Ups Dividend and Buybacks
Jul 31, 2026
Aisin reported consolidated revenue of ¥1.32 trillion for the first quarter of FY2027, up 7.8% year-on-year, but operating profit fell 23.6% to ¥36.6 billion and profit attributable to owners of the parent declined 19.4% to ¥31.9 bi...
AISIN Advances Large-Scale Share Buyback With ¥46.1 Billion Tender Offer
Jul 6, 2026
AISIN CORPORATION has reported the status of its ongoing share repurchase program authorized by its Board of Directors on April 28, 2026, under provisions of the Companies Act of Japan. The company is conducting buybacks of its common stock as par...
Aisin Completes Treasury Stock Disposal for Executive Restricted Stock Plan
Jun 22, 2026
Aisin Corporation has completed the disposal of 183,119 shares of its treasury stock to be used as restricted stock compensation for senior management. The shares, priced at 2,389 yen each for a total value of about 437 million yen, were allotted ...
Aisin Details Strategic but Independent Relationship with Toyota
Jun 22, 2026
Aisin Corporation disclosed that Toyota Motor Corporation holds 22.4% of its voting rights, classifying Toyota as a controlling shareholder while underscoring Aisin’s role as a key supplier of automotive parts to the Toyota group. Sales to T...
Aisin Reports No Share Repurchases Yet Under ¥100 Billion Buyback Program
Jun 4, 2026
Aisin Corporation reported that it did not repurchase any of its common stock during the period through May 31, 2026, despite having an authorized buyback program. As a result, the total number of shares repurchased and the aggregate repurchase co...
Aisin Completes Share Buyback Tender Offer at ¥1,986 per Share
Jun 2, 2026
Aisin Corporation has completed a tender offer to repurchase its own common shares, following an April 28, 2026 board resolution authorizing the buyback within a specified amount and period. The tender offer ran from April 30 to June 1, 2026, at a...
Aisin to Use Treasury Stock for Long-Term Restricted Share Compensation
May 20, 2026
Aisin Corporation will dispose of 183,119 shares of its treasury stock on June 22, 2026, to provide restricted stock compensation to 22 internal directors, corporate officers, and executive officers. The shares, priced at 2,389 yen each for a tota...
Aisin Reports No Buybacks Yet Under Newly Approved ¥100 Billion Share Repurchase Plan
May 11, 2026
Aisin Corporation said that although its board authorized a large share repurchase program on April 28, 2026, covering up to 65 million shares, or about 9% of its outstanding stock excluding treasury shares, no shares had been bought back as of Ap...
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.