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SCREEN Holdings Co Ltd (JP:7735)
:7735
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SCREEN Holdings Co
(OTC:7735)
Rating:81Outperform
Price Target:
¥11,885.00
▲(11.96%Upside)
SCREEN Holdings Co (7735) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
$1.05T
Dividend Yield2.69%
Average Volume (3M)885.75K
Price to Earnings (P/E)10.6
Beta (1Y)1.48
Revenue Growth23.84%
EPS Growth38.09%
CountryJP
Employees6,415
SectorTechnology
Sector Strength84
IndustrySemiconductors
Share Statistics
EPS (TTM)315.19
Shares Outstanding101,589,730
10 Day Avg. Volume878,820
30 Day Avg. Volume885,750
Financial Highlights & Ratios
PEG Ratio0.74
Price to Book (P/B)2.42
Price to Sales (P/S)0.00
P/FCF Ratio-54.18
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
$12,680.02Price Target Upside19.45% 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 Earnings Call Summary
Earnings Call Date:May 09, 2025
(Q4-2025)
| % Change Since: 7.69%|
Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment Positive
The earnings call presented a generally positive outlook with record high sales, improved market share, and strong performance in the SPE segment. However, challenges such as decreased sales in North America, struggles in the PE segment, and the anticipated impact of U.S. tariffs were noted. The sentiment leans towards positive due to the outweighing highlights.Q4-2025 Updates
Positive Updates
Record High Sales and Profits
The company achieved record high sales and profits for the fourth year in a row, with net sales reaching JPY 625.2 billion and operating income at JPY 135.6 billion, marking a significant increase from the previous year.
Dividend Increase
The year-end dividend payment will be raised to JPY 188 per share, higher than the January forecast of JPY 163 per share. The annual dividend payment will also reach a record high of JPY 308 per share.
Improved Market Share and Credit Rating
The company saw a significant improvement in market share for single-wafer cleaning equipment and was upgraded to an A+ credit rating by JCR.
Strong SPE Performance
The SPE segment led growth with net sales of JPY 519.5 billion and an operating margin of 26.4%.
Positive Cash Flow
The company reported a smooth cash flow with an operating cash flow of JPY 71.2 billion and a free cash flow of JPY 49.4 billion year-on-year.
Negative Updates
Decreased Sales in North America
There was a noted decrease in sales in North America, with the regional sales composition showing a drop to 10%.
Challenges in PE Segment
The PE segment struggled with a decrease in sales and profit, facing delays in investment decisions by customers and a challenging market environment for printed circuit boards.
Impact of U.S. Tariffs
The business outlook for the next fiscal year includes conservative numbers due to the anticipated impact of U.S. tariffs, especially affecting the GA and FT segments.
Company Guidance
During the fiscal year ending March 2025, SCREEN Holdings achieved record highs in sales and profits for the fourth consecutive year, with significant contributions from the SPE segment. Net sales reached JPY 625.2 billion, marking an increase of JPY 120.3 billion from the previous year, while operating income rose by JPY 41.5 billion to JPY 135.6 billion, reflecting an OP margin of 21.7%. The company also reported an ordinary income of JPY 138.2 billion and a net income of JPY 99.4 billion, with ROE hitting 25.1%. The equity ratio improved to 62.7%, and the credit rating was upgraded to A+ by JCR. Dividends were declared at JPY 188 per share, totaling an annual dividend of JPY 308 per share, both record highs. Regionally, the sales distribution was 14% in Japan, 18% in Taiwan, 42% in China, 5% in South Korea, 4% in other countries, and 10% in North America, with notable increases in Taiwan and China. The SPE segment dominated with 83.1% of sales, and the company maintained positive cash flow, with operating cash flow at JPY 71.2 billion and free cash flow at JPY 49.4 billion. Looking forward, the fiscal year 2026 targets include net sales of JPY 621 billion and operating income of JPY 117 billion, with an emphasis on strategic investments for growth.SCREEN Holdings Co Financial Statement Overview
Summary
Income Statement
Balance Sheet
Cash Flow
| Breakdown | |||||
| TTM | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 |
|---|---|---|---|---|---|
| Income Statement | Total Revenue | ||||
| 617.05B | 504.92B | 460.83B | 411.87B | 320.32B | 323.25B | Gross Profit |
| 228.11B | 182.52B | 155.05B | 134.37B | 88.01B | 76.57B | EBIT |
| 131.09B | 94.16B | 76.45B | 61.27B | 24.49B | 12.56B | EBITDA |
| 142.78B | 105.19B | 87.53B | 66.58B | 30.80B | 18.00B | Net Income Common Stockholders |
| 95.50B | 70.58B | 57.49B | 45.48B | 15.16B | 5.01B |
| Balance Sheet | Cash, Cash Equivalents and Short-Term Investments | ||||
| 53.59B | 197.28B | 175.58B | 133.09B | 62.73B | 37.77B | Total Assets |
| 259.69B | 676.81B | 562.82B | 459.31B | 382.63B | 347.96B | Total Debt |
| 71.70B | 7.19B | 29.07B | 45.65B | 43.88B | 67.30B | Net Debt |
| 18.11B | -160.09B | -146.51B | -87.44B | -18.85B | 29.53B | Total Liabilities |
| 180.59B | 304.90B | 262.89B | 211.52B | 174.09B | 173.82B | Stockholders Equity |
| 78.65B | 371.87B | 299.89B | 247.71B | 208.38B | 173.94B |
| Cash Flow | Free Cash Flow | ||||
| -18.54B | 55.92B | 53.11B | 71.60B | 50.49B | 1.42B | Operating Cash Flow |
| 13.35B | 96.25B | 73.91B | 81.75B | 57.20B | 11.81B | Investing Cash Flow |
| -37.57B | -43.46B | -12.51B | -9.95B | -6.24B | -11.29B | Financing Cash Flow |
| -35.47B | -35.14B | -20.96B | -4.95B | -27.07B | 4.93B |
SCREEN Holdings Co Technical Analysis
Positive
10615.00
Price Trends
9876.44
Positive
10229.94
Positive
10009.34
Positive
Market Momentum
134.68
Positive
55.30
Neutral
74.75
Neutral
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 10615 is above the 20-day moving average (MA) of 10561.90, above the 50-day MA of 9876.44, and above the 200-day MA of 10009.34, indicating a bullish trend. The MACD of 134.68 indicates Positive momentum. The RSI at 55.30 is Neutral, neither overbought nor oversold. The STOCH value of 74.75 is Neutral, 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 (62)
Financial Indicators
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
81 Outperform | $1.05T | 10.57 | 24.78% | 2.69% | 23.84% | 38.09% | |
62 Neutral | $11.80B | 10.31 | -7.45% | 2.91% | 7.43% | -7.78% | |
| $40.31B | 38.56 | 34.01% | 0.47% | ― | ― | ||
| $23.97B | 29.85 | 27.22% | 1.22% | ― | ― | ||
| $9.02B | 19.86 | 44.53% | 1.74% | ― | ― | ||
| $23.39B | 21.72 | 7.22% | 1.40% | ― | ― | ||
77 Outperform | ¥725.30B | 19.70 | 1.21% | 32.13% | 60.02% |
* Technology Sector Average
Performance Comparison
JP:7735
SCREEN Holdings Co
10,615.00
-4,231.06
-28.50%
ADTTF
Advantest
57.92
24.75
74.62%
DISPF
Disco
230.58
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-39.36%
LSRCF
Lasertec
103.56
-128.87
-55.44%
RNECF
Renesas Electronics
13.40
-5.43
-28.84%
JP:6525
Kokusai Electric Corporation
3,128.00
-1,561.77
-33.30%
SCREEN Holdings Co Corporate Events
SCREEN Holdings Updates Director Compensation System
May 9, 2025
SCREEN Holdings Co., Ltd. has announced an amendment to its performance-linked share compensation system for directors, aiming to better align their incentives with company performance and share price movements. This adjustment, which includes raising the upper limit of funds for share purchases and capping the total points for directors, is designed to motivate directors to enhance corporate value over the medium and long term.
SCREEN Holdings Announces Dividend Increase for Fiscal Year 2025
May 9, 2025
SCREEN Holdings Co., Ltd. announced a resolution to distribute a year-end dividend of ¥188.00 per share for the fiscal year ending March 31, 2025, which will be voted on at the upcoming general meeting of shareholders. This decision reflects the company’s commitment to maintaining a strong financial base and a dividend payout ratio of 30% or above, aiming to support growth investments and adapt to future business environment changes.
SCREEN Holdings Reports Strong Financial Growth Amid Future Challenges
May 9, 2025
SCREEN Holdings Co., Ltd. reported significant financial growth for the fiscal year ending March 31, 2025, with a 23.8% increase in net sales and a 44.1% rise in operating income compared to the previous year. The company’s strong performance is reflected in a 40.9% increase in profit attributable to owners, indicating robust operational efficiency and market demand. However, the company forecasts a slight decline in sales and income for the next fiscal year, suggesting potential challenges ahead.
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.
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.