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SCREEN Holdings Co Ltd (JP:7735)
:7735
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SCREEN Holdings Co
(OTC:7735)
71Outperform
SCREEN Holdings Co (7735) vs. S&P 500 (SPY)
Market Cap
$940.63B
Dividend Yield2.73%
Average Volume (3M)1.45M
Price to Earnings (P/E)9.8
Beta (1Y)1.51
Revenue Growth30.34%
EPS Growth55.11%
CountryJP
Employees6,491
SectorTechnology
Sector Strength67
IndustrySemiconductors
Share Statistics
EPS (TTM)315.19
Shares Outstanding101,589,730
10 Day Avg. Volume998,820
30 Day Avg. Volume1,447,973
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)0.00
Price to Cash Flow (P/CF)0.00
P/FCF Ratio0.00
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
$12,649.12Price Target Upside25.61% Upside
Rating ConsensusHold
Number of Analyst Covering5
SCREEN Holdings Co Business Overview & Revenue Model
Company DescriptionSCREEN Holdings Co., Ltd. develops, manufactures, sells, and maintains semiconductor production equipment in Japan. The company offers coat/develop trackers, wafer cleaning systems, annealing systems, measurement systems, inspection systems, and advanced packaging lithography equipment. It also provides coater systems, vacuum film deposition equipment, wet processors, dryers, heaters, exposures, and laminators/de-laminators. In addition, the company offers direct imaging systems, automatic optical inspection systems, and defect verification and repair systems; automatic final visual inspection systems; and setup station. Further, it provides high-speed inkjet, label, wide format, CTP, network support, Hiragino font, and other workflow solutions; offset printing, digital book, manual, direct mail, transpromo, label production, package printing, display, and signage solutions; and artificial intelligence, text mining, augmented reality, image analysis, and congestion analysis solutions. Additionally, the company offers biosciences equipment; compact inkjet printing systems for tablets, UV inkjet printing systems for aluminum rolls, and inkjet printing systems for tablets; in-vehicle components for inspection and measurement; and lithium-ion rechargeable batteries and fuel cells. It also undertakes contract manufacturing and support, and intellectual property services related operations. The company was formerly known as Dainippon Screen Mfg. Co., Ltd. and changed its name to SCREEN Holdings Co., Ltd. in October 2014. SCREEN Holdings Co., Ltd. was incorporated in 1943 and is headquartered in Kyoto, Japan.
How the Company Makes MoneySCREEN Holdings Co. primarily generates revenue through the sale of its high-tech equipment and related services. The Semiconductor Solutions segment is a major revenue driver, supplying equipment used in the production of semiconductors, which are critical components in a wide range of electronic devices. The Graphic and Precision Solutions segment contributes by providing cutting-edge printing equipment and solutions for the graphic arts industry. In addition, the Finetech Solutions segment offers display production equipment, capitalizing on the demand for advanced display technologies. The company benefits from strategic partnerships and collaborations with key players in the technology and electronics sectors, which help enhance its product offerings and expand its market reach. Service contracts, maintenance agreements, and spare parts sales also contribute to the company's revenue streams.
SCREEN Holdings Co Financial Statement Overview
Summary
Income Statement
Balance Sheet
Cash Flow
| Breakdown | ||||
| Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 |
|---|---|---|---|---|
| Income Statement | Total Revenue | |||
| 504.92B | 460.83B | 411.87B | 320.32B | 323.25B | Gross Profit |
| 182.52B | 155.05B | 134.37B | 88.01B | 76.57B | EBIT |
| 94.16B | 76.45B | 61.27B | 24.49B | 12.56B | EBITDA |
| 105.19B | 87.53B | 66.58B | 30.80B | 18.00B | Net Income Common Stockholders |
| 70.58B | 57.49B | 45.48B | 15.16B | 5.01B |
| Balance Sheet | Cash, Cash Equivalents and Short-Term Investments | |||
| 197.28B | 175.58B | 133.09B | 62.73B | 37.77B | Total Assets |
| 676.81B | 562.82B | 459.31B | 382.63B | 347.96B | Total Debt |
| 7.19B | 29.07B | 45.65B | 43.88B | 67.30B | Net Debt |
| -160.09B | -146.51B | -87.44B | -18.85B | 29.53B | Total Liabilities |
| 304.90B | 262.89B | 211.52B | 174.09B | 173.82B | Stockholders Equity |
| 371.87B | 299.89B | 247.71B | 208.38B | 173.94B |
| Cash Flow | Free Cash Flow | |||
| 55.92B | 53.11B | 71.60B | 50.49B | 1.42B | Operating Cash Flow |
| 96.25B | 73.91B | 81.75B | 57.20B | 11.81B | Investing Cash Flow |
| -43.46B | -12.51B | -9.95B | -6.24B | -11.29B | Financing Cash Flow |
| -35.14B | -20.96B | -4.95B | -27.07B | 4.93B |
SCREEN Holdings Co Technical Analysis
Positive
10070.00
Price Trends
9934.62
Positive
9985.93
Positive
10177.75
Negative
Market Momentum
19.74
Negative
58.23
Neutral
95.20
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7735, the sentiment is Positive. The current price of 10070 is above the 20-day moving average (MA) of 9358.05, above the 50-day MA of 9934.62, and below the 200-day MA of 10177.75, indicating a neutral trend. The MACD of 19.74 indicates Negative momentum. The RSI at 58.23 is Neutral, neither overbought nor oversold. The STOCH value of 95.20 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:7735.
SCREEN Holdings Co Peers Comparison
Overall Rating
UnderperformOutperform
Sector (60)
Financial Indicators
Performance Comparison
JP:7735
SCREEN Holdings Co
10,070.00
-5,131.28
-33.76%
FJTSF
Fujitsu
22.47
7.90
54.22%
RNECF
Renesas Electronics
12.15
-3.93
-24.44%
SNEJF
Sony
25.22
10.09
66.69%
TOELF
Tokyo Electron
150.10
-65.16
-30.27%
JP:6954
Fanuc Corporation
3,711.00
-812.66
-17.96%
SCREEN Holdings Co Earnings Call Summary
Earnings Call Date:Jan 31, 2025
(Q2-2025)
| % Change Since: -5.51%|
Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment Positive
The earnings call was generally positive, with record-breaking first-half results and upward revisions in earnings and dividends. The company exhibited strong performance in key segments like SPE, GA, and FT, and maintained an optimistic outlook on the semiconductor market. However, challenges remain in the PE segment and potential declines in the Chinese market are anticipated.Q2-2025 Updates
Positive Updates
Record-High First Half Results
SCREEN Holdings recorded the highest first-half net sales and OP income in its history, with net sales reaching JPY 277.3 billion and OP income at JPY 58.2 billion, resulting in a 21% OP margin.
Upward Earnings and Dividend Forecast
The company revised its full-year earnings forecast upward, driven by strong performance in SPE, GA, and FT segments. The annual dividend forecast was increased from JPY 233 per share to JPY 247 per share.
Strong Performance in SPE Segment
SPE segment saw a year-over-year increase in both sales and profits, with net sales at JPY 116.8 billion and an OP margin of 25.6%. Sales to China and Taiwan increased significantly.
Robust GA and FT Segment Performance
GA and FT segments exceeded forecasted earnings, with a notable improvement in post-sales business, particularly in inkjet and OLED.
Positive Outlook for Semiconductor Market
AI-related semiconductor growth and expected demand increase in server, smartphone, and PC markets. DRAM and flash memory markets are projected to recover with a growth of 15% each.
Negative Updates
Slow Recovery in PE Segment
PE segment struggled with slow recovery in package-related investment and decreased sales and profits. The market condition remains severe, with a downward revision of JPY 500 million.
Challenges in Chinese Market
Though sales to China remain high, they are expected to decline in the coming years, with a significant decrease projected for the next fiscal year.
DRAM Price Decline
DRAM prices are declining due to supply-demand imbalances, though this is considered a temporary situation.
Company Guidance
During SCREEN Holdings' Q2 2025 earnings call, the company provided detailed financial guidance and metrics indicating strong performance and upward revisions. The first half of the fiscal year saw record highs in net sales and operating income (OP) margin, with net sales reaching JPY 277.3 billion and OP income at JPY 58.2 billion, reflecting a 21% OP margin. The annual dividend forecast was revised upward to JPY 247 per share, with an interim dividend of JPY 120 per share. Geographically, 40% of group sales were concentrated in China, while sales by segment showed SPE at 81.6%, GA at 9%, FT at 6.5%, and PE at 2.1%. The company also revised its full-year forecast upward, expecting JPY 577 billion in sales, JPY 113.5 billion in OP income, and JPY 80 billion in net income. The balance sheet showed total assets of JPY 668.1 billion, with an equity ratio of 59.1%. For the full fiscal year, the company anticipates a 14% increase in sales and a 20% increase in operating income, driven by robust performance in SPE and FT segments, and plans strategic investments to support future growth.SCREEN Holdings Co Corporate Events
SCREEN Holdings Completes Share Acquisition to Enhance Shareholder Value
Apr 9, 2025
SCREEN Holdings Co., Ltd. has completed the acquisition of 1,242,500 shares of its common stock, totaling approximately ¥11 billion, as part of a broader share buyback program authorized by its Board of Directors. This strategic move, executed on the Tokyo Stock Exchange, is part of a plan to acquire up to 4 million shares, aiming to enhance shareholder value and optimize capital structure.
SCREEN Holdings Announces Share Acquisition to Boost Market Position
Apr 1, 2025
SCREEN Holdings Co., Ltd. has announced the acquisition of 1,112,900 shares of its common stock at a total cost of ¥12,046,678,473, executed between March 1 and March 31, 2025, as part of a resolution by the Board of Directors. This strategic move is part of a broader plan to acquire up to 4 million shares, reflecting the company’s commitment to enhancing shareholder value and strengthening its market position.
SCREEN Holdings Announces Share Buyback Program
Mar 4, 2025
SCREEN Holdings Co., Ltd. has announced the acquisition of 623,900 of its own shares, costing approximately ¥6.88 billion, as part of a buyback program approved by the Board of Directors. This move is part of a broader strategy to acquire up to 4 million shares by April 2025, potentially impacting shareholder value and market positioning.
SCREEN Holdings Announces Measures to Address Accounting Issues
Feb 28, 2025
SCREEN Holdings Co., Ltd. has announced measures to prevent recurrence and disciplinary actions following an investigation into improper revenue recognition practices at its subsidiary, SCREEN Semiconductor Solutions Co., Ltd. The investigation revealed that revenue was recognized upon delivery of equipment rather than installation, leading to discrepancies in financial reporting. The company is committed to implementing corrective measures to restore stakeholder trust and address the identified issues in its accounting practices.
SCREEN Holdings Announces Leadership Change to Drive Growth
Feb 28, 2025
SCREEN Holdings Co., Ltd. announced a change in its leadership, with Masato Goto appointed as the new President and CEO, effective June 20, 2025. This strategic move aims to strengthen the company’s governance and accelerate its growth by adapting to the evolving business environment and technological advancements.
SCREEN Holdings Announces Share Repurchase Plan Aligned with Strategic Growth
Feb 14, 2025
SCREEN Holdings Co., Ltd. has announced its decision to repurchase up to 4 million of its own shares, representing 4.1% of total outstanding shares excluding treasury stock, at a total cost of up to ¥30 billion. This move is aligned with the company’s medium-term management plan, Value Up Further 2026, and reflects its current cash position, indicating a strategic focus on enhancing shareholder value and optimizing capital structure.
SCREEN Holdings Reports Strong Q3 Financial Performance
Feb 13, 2025
SCREEN Holdings has completed an independent audit of its consolidated financial statements for the third quarter ended December 31, 2024, confirming no changes to the figures previously reported. The company reported significant growth, with net sales rising by 32.2% and operating income increasing by 58% compared to the previous year, indicating strong operational performance.
Glossary
OutperformA stock rated as "Outperform" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock is likely to deliver higher returns compared to the average returns of other stocks in the same sector or market index. Investors might consider this stock a good buying opportunity.
NeutralA stock rated as "Neutral" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly attractive nor unattractive for investment. Investors may consider holding onto the stock, as it is not expected to either significantly outperform or underperform the market.
UnderperformA stock rated as "Underperform" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests that the stock may deliver lower returns compared to the average returns of other stocks in the same sector or market index. Investors might consider selling the stock or avoiding it as an investment.
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.