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Arisawa Mfg.Co., Ltd. (JP:5208)
:5208
Japanese Market
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Arisawa Mfg.Co., Ltd. (5208) Price & Analysis

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5208 Stock Chart & Stats

¥1723.00
-¥18.00(-1.20%)
At close: 4:00 PM EST
¥1723.00
-¥18.00(-1.20%)

Bulls Say, Bears Say

Bulls Say
Revenue RecoveryRevenue growth has reaccelerated after a flat-to-down stretch, with the latest annual period recording roughly 12% growth. That recovery indicates improving demand for the company’s materials and provides a stronger base for revenue expansion over the next several quarters, although consistency still matters.
Improved ProfitabilityNet margin expanded to about 8.8% and EBIT margin reached roughly 10.3%, while gross margin recovered from the 2024 trough. Improved profitability increases internal funding capacity and shows that the recent revenue recovery is translating into operating earnings rather than only higher sales.
Conservative Balance SheetDebt-to-equity around 0.30 and a large equity base indicate conservative financial positioning. This balance-sheet capacity can help Arisawa absorb normal cyclicality and continue supporting operations or investment without the burden associated with heavier leverage.
Bears Say
Weak Cash ConversionOperating cash flow covered only about 12% of net income and free cash flow fell to roughly negative ¥3.6 billion. Weak conversion means reported profit is not consistently becoming deployable cash, potentially limiting self-funded investment and reducing resilience if conditions weaken.
Earnings VolatilityHistorical revenue and margin performance has been uneven: growth was flat to down through 2022–2024, and net margin fell to about 3.9% in 2024 before recovering. This volatility makes earnings power less predictable and weakens confidence that current profitability will persist across cycles.
Downstream Demand ExposureRevenue depends on shipments to corporate customers and is influenced by demand from downstream manufacturers, including electronics-related supply chains. This exposure can transmit weakness in customers’ production activity into Arisawa’s sales and earnings, limiting predictability through industry cycles.

5208 FAQ

What was Arisawa Mfg.Co., Ltd.’s price range in the past 12 months?
Arisawa Mfg.Co., Ltd. lowest stock price was ¥1522.00 and its highest was ¥2996.00 in the past 12 months.
    What is Arisawa Mfg.Co., Ltd.’s market cap?
    Arisawa Mfg.Co., Ltd.’s market cap is ¥88.49B.
      When is Arisawa Mfg.Co., Ltd.’s upcoming earnings report date?
      Arisawa Mfg.Co., Ltd.’s upcoming earnings report date is Nov 05, 2026 which is in 7 days.
        How were Arisawa Mfg.Co., Ltd.’s earnings last quarter?
        Arisawa Mfg.Co., Ltd. released its earnings results on Aug 06, 2026. The company reported ¥27.8 earnings per share for the quarter.
          Is Arisawa Mfg.Co., Ltd. overvalued?
          According to Wall Street analysts Arisawa Mfg.Co., Ltd.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Arisawa Mfg.Co., Ltd. pay dividends?
            Arisawa Mfg.Co., Ltd. pays a Semiannually dividend of ¥55 which represents an annual dividend yield of 4.99%. See more information on Arisawa Mfg.Co., Ltd. dividends here
              What is Arisawa Mfg.Co., Ltd.’s EPS estimate?
              Arisawa Mfg.Co., Ltd.’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Arisawa Mfg.Co., Ltd. have?
              Arisawa Mfg.Co., Ltd. has 33,603,924 shares outstanding.
                What happened to Arisawa Mfg.Co., Ltd.’s price movement after its last earnings report?
                Arisawa Mfg.Co., Ltd. reported an EPS of ¥27.8 in its last earnings report. Following the earnings report the stock price went up 1.014%.
                  Which hedge fund is a major shareholder of Arisawa Mfg.Co., Ltd.?
                  Currently, no hedge funds are holding shares in JP:5208
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Arisawa Mfg.Co., Ltd.

                    Arisawa Mfg. Co., Ltd., founded in Joetsu, Japan, in 1909, is a global producer and supplier of advanced materials catering to electronic, optoelectronic, electrical insulation, and industrial structural sectors. The company's operations are divided into several key areas: Electronics Related Materials, Industrial Structural Materials, Electrical Insulators Materials, Opto Electronics Related Materials, and Related Products and Others. Their electronics offerings include flexible printed circuit materials, such as polyimide (PI) and photosensitive types, along with copper-clad laminates, interlayer adhesive sheets, and PI composite and protective films. In the optoelectronics segment, Arisawa provides a range of optical components and services, including projection screens, UV nanoimprinting products, 3D display solutions, optical retardation elements, and specialized film and glass lamination. For industrial and insulating applications, the company manufactures fabric products like glass and carbon cloths, tapes, and various braided fabrics. Their general coating products encompass pre-pregs, glass cloth silicon rubber tapes, semi-conductive tapes, adhesive tapes, composite adhesive tapes, and resin-impregnated glass-cloth tapes. Additionally, Arisawa produces robust structural composites, including glass and carbon fiber filament winding moldings, pultrusion products, compression molded items, and specialized cryogenic cooling vessels.

                    Arisawa Mfg.Co., Ltd. (5208) Earnings & Revenues

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