Want to see JP:5384 full AI Analyst Report?
Top Page
Fujimi Incorporated
(5384)
Select Model
Select Model
Rating:69Neutral
Price Target:
¥3,843.00
▲(31.65% Upside)
Action:Downgraded
Date:06/20/26
The score is driven primarily by solid fundamentals (strong margins and balance-sheet strength) tempered by a major 2026 free-cash-flow deterioration and higher debt. Technicals are supportive with strong momentum, but overbought signals add near-term risk. Valuation is a key drag due to the high P/E and only modest dividend support.
Positive Factors
Revenue and EPS Growth
Double-digit revenue and EPS growth indicate continued demand for Fujimi’s precision abrasives. Because these materials are consumables used in semiconductor production, growth can support recurring replenishment and reinforce customer relationships.
Negative Factors
Sharp Free Cash Flow Deterioration
The abrupt move to negative free cash flow raises uncertainty about cash conversion and near-term funding needs. If caused by sustained investment or working-capital pressure, it could constrain shareholder returns and reduce flexibility during a weaker cycle.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue and EPS Growth
Double-digit revenue and EPS growth indicate continued demand for Fujimi’s precision abrasives. Because these materials are consumables used in semiconductor production, growth can support recurring replenishment and reinforce customer relationships.
Read all positive factors
Fujimi Incorporated (5384) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥265.28B
Dividend Yield2.28%
Average Volume (3M)407.11K
Price to Earnings (P/E)23.1
Beta (1Y)1.42
Revenue Growth13.05%
EPS Growth14.72%
CountryJP
Employees1,305
SectorTechnology
Sector Strength88
IndustrySemiconductors
Share Statistics
EPS (TTM)142.46
Shares Outstanding80,098,500
10 Day Avg. Volume317,910
30 Day Avg. Volume407,110
Financial Highlights & Ratios
PEG Ratio-5.62
Price to Book (P/B)2.37
Price to Sales (P/S)2.87
P/FCF Ratio-22.97
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 ConsensusHold
Number of Analyst Covering1
EPS Forecast (FY)162.94
Revenue Forecast (FY)¥79.31B
Fujimi Incorporated Business Overview & Revenue Model
Company Description
Fujimi Incorporated, established in Kiyosu, Japan, in 1950, specializes in the global production and distribution of high-precision synthetic abrasive materials. With a market presence spanning Japan, Asia, North America, Oceania, and Europe, the ...
How the Company Makes Money
Fujimi makes money by selling consumable precision abrasives and polishing materials to manufacturers that require high-precision surface finishing, with its core demand tied to semiconductor production and related electronics supply chains. Reven...
Fujimi Incorporated Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
85
Very Positive
Cash Flow
52
Neutral
| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 72.53B | 69.40B | 62.50B | 51.42B | 58.39B | 51.73B |
| Gross Profit | 32.49B | 30.03B | 26.34B | 21.22B | 26.34B | 23.53B |
| EBITDA | 18.25B | 16.27B | 14.27B | 10.78B | 15.24B | 14.05B |
| Net Income | 10.57B | 9.06B | 9.43B | 6.50B | 10.59B | 9.16B |
Balance Sheet | ||||||
| Total Assets | 120.85B | 121.30B | 90.91B | 84.14B | 80.10B | 76.32B |
| Cash, Cash Equivalents and Short-Term Investments | 27.07B | 31.35B | 27.86B | 34.93B | 36.24B | 36.56B |
| Total Debt | 16.96B | 17.23B | 494.00M | 291.00M | 352.00M | 262.00M |
| Total Liabilities | 34.87B | 36.58B | 14.01B | 11.57B | 11.09B | 13.35B |
| Stockholders Equity | 85.13B | 83.87B | 76.12B | 72.58B | 69.01B | 62.97B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | -8.66B | 413.00M | 3.77B | 5.63B | 7.74B |
| Operating Cash Flow | 0.00 | 12.60B | 12.99B | 7.45B | 7.38B | 9.30B |
| Investing Cash Flow | 0.00 | -20.15B | -15.87B | -5.31B | -822.00M | -1.10B |
| Financing Cash Flow | 0.00 | 12.18B | -5.64B | -5.64B | -6.14B | -3.83B |
Fujimi Incorporated Technical Analysis
Negative
2919.00
Price Trends
4029.00
Negative
3807.55
Negative
3221.62
Positive
Market Momentum
-159.03
Positive
32.84
Neutral
15.67
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:5384, the sentiment is Negative. The current price of 2919 is below the 20-day moving average (MA) of 3793.00, below the 50-day MA of 4029.00, and below the 200-day MA of 3221.62, indicating a neutral trend. The MACD of -159.03 indicates Positive momentum. The RSI at 32.84 is Neutral, neither overbought nor oversold. The STOCH value of 15.67 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:5384.
Fujimi Incorporated Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
69 Neutral | ¥265.28B | 23.13 | ― | 3.09% | 13.05% | 14.72% | |
68 Neutral | ¥474.76B | 24.41 | ― | 0.62% | 37.81% | 88.83% | |
66 Neutral | ¥92.03B | 12.24 | ― | 1.72% | 38.30% | 75.21% | |
63 Neutral | ¥494.43B | 13.03 | 12.97% | 1.70% | 42.63% | 139.80% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
60 Neutral | ¥170.90B | 24.40 | 9.77% | 1.00% | 29.32% | 14.84% | |
54 Neutral | ¥172.70B | 25.06 | ― | 2.45% | 2.92% | -19.54% |
* Technology Sector Average
JP:5384
Fujimi Incorporated
3,295.00
1,328.88
67.59%
JP:6890
Ferrotec Holdings
8,880.00
5,269.30
145.94%
JP:6315
Towa Corporation
2,193.00
448.68
25.72%
JP:6855
Japan Electronic Materials Corporation
6,040.00
3,405.23
129.24%
JP:6871
Micronics Japan Co., Ltd.
11,900.00
7,656.98
180.46%
JP:6966
Mitsui High-Tec, Inc.
920.00
113.87
14.13%
Fujimi Incorporated Corporate Events
Fujimi to Book ¥2 Billion Dividend From Taiwan Unit With No Consolidated Impact
Aug 5, 2026
Fujimi Incorporated announced it will receive a dividend of 389 million New Taiwan Dollars, roughly 2 billion yen, from its consolidated subsidiary Fujimi Taiwan Limited, with payment scheduled for September 2026 following the subsidiary’s A...
Fujimi Posts Sharp Profit Gain and Confirms Higher Payouts
Aug 5, 2026
Fujimi Incorporated reported strong results for the quarter ended June 30, 2026, with net sales rising 19.1% year-on-year to ¥19.5 billion and profit attributable to owners of parent surging 81% to ¥3.37 billion. Improved profitability l...
Fujimi Shareholders Approve All Proposals at 74th Annual Meeting with Strong Turnout
Jul 1, 2026
Fujimi Incorporated reported the results of voting at its 74th Annual General Shareholders’ Meeting, where shareholders exercised 90.05% of eligible voting rights, reflecting robust investor engagement and support. All proposals, including t...
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.