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Fuji Electric Co
(6504)
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Rating:73Outperform
Price Target:
¥17,165.00
▲(24.25% Upside)
Action:Reiterated
Date:08/04/26
The score is primarily supported by strong and improving financial performance (growth, margin expansion, and a much stronger balance sheet), partially offset by uneven cash-flow consistency. Technical indicators are mixed with negative MACD despite the stock trading above key moving averages, and valuation is moderate with a modest dividend yield.
Positive Factors
Revenue and profit growth
Consistent revenue expansion alongside higher net margins indicates that Fuji Electric is scaling while converting more sales into earnings. This combination supports reinvestment, strengthens operating resilience, and suggests improving earnings capacity over the next several quarters.
Negative Factors
Volatile cash generation
Uneven cash generation makes financial planning less predictable even when reported earnings are improving. The historical free-cash-flow swings and recent decline could constrain investment or capital allocation during weaker periods, requiring continued attention to working capital and cash conversion.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue and profit growth
Consistent revenue expansion alongside higher net margins indicates that Fuji Electric is scaling while converting more sales into earnings. This combination supports reinvestment, strengthens operating resilience, and suggests improving earnings capacity over the next several quarters.
Read all positive factors
Fuji Electric Co (6504) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥2.14T
Dividend Yield1.44%
Average Volume (3M)600.09K
Price to Earnings (P/E)20.5
Beta (1Y)1.49
Revenue Growth10.40%
EPS Growth15.01%
CountryJP
Employees27,419
SectorIndustrials
Sector Strength72
IndustryElectrical Equipment & Parts
Share Statistics
EPS (TTM)732.08
Shares Outstanding149,297,000
10 Day Avg. Volume709,280
30 Day Avg. Volume600,086
Financial Highlights & Ratios
PEG Ratio4.55
Price to Book (P/B)1.95
Price to Sales (P/S)1.27
P/FCF Ratio29.40
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥16,960.00Price Target Upside22.77% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering5
EPS Forecast (FY)806.09
Revenue Forecast (FY)¥1.32T
Fuji Electric Co Business Overview & Revenue Model
Company Description
Fuji Electric Co., Ltd., together with its subsidiaries, develops power semiconductors and electronics solutions in Japan and internationally. It operates through Energy, Industry, Semiconductors, and Food and Beverage Distribution segments. The c...
How the Company Makes Money
Fuji Electric primarily makes money by selling industrial and energy-related hardware, related engineered systems, and associated services to business and public-sector customers. Key revenue streams include: (1) Product sales of power electronics...
Fuji Electric Co Earnings Call Summary
Earnings Call Date:Jan 30, 2025
(Q3-2024)
| % Change Since: |
Next Earnings Date:Oct 22, 2026
Earnings Call Sentiment Positive
The earnings call highlights significant positive achievements, including record high financial metrics, strong growth in the semiconductor and automotive sectors, and a successful revision of the full year forecast. However, there are notable challenges such as declines in the ED&C components sector, energy segment operating profit, and sales in the China market.Positive Updates
Record High Financial Metrics
Achieved record high consolidated net sales, operating profit, ordinary profit, and net profit for the third quarter. Net sales increased by JPY 68.9 billion to JPY 759.7 billion. Operating profit increased by JPY 15.2 billion to JPY 57.7 billion, and net profit increased by JPY 8.3 billion to JPY 37.3 billion.
Negative Updates
Decline in ED&C Components
ED&C components experienced a decline in both sales and profit due to decreased demand from machinery manufacturers and semiconductor production equipment.
Read all updates
Q3-2024 Updates
Positive
Negative
Record High Financial Metrics
Achieved record high consolidated net sales, operating profit, ordinary profit, and net profit for the third quarter. Net sales increased by JPY 68.9 billion to JPY 759.7 billion. Operating profit increased by JPY 15.2 billion to JPY 57.7 billion, and net profit increased by JPY 8.3 billion to JPY 37.3 billion.
Read all positive updates
Company Guidance
During the earnings call for the third quarter of fiscal year 2023, Junichi Arai provided a detailed analysis of the company's financial performance, highlighting record high metrics across various financial indicators. Consolidated net sales reached JPY 759.7 billion, marking an increase of JPY 68.9 billion from the previous year, with JPY 57 billion attributed to actual demand excluding exchange rate effects. Operating profit rose by JPY 15.2 billion to JPY 57.7 billion, with an operating profit ratio increase of 1.4% to 7.6%. Ordinary profit was also up by JPY 15.4 billion to JPY 56.6 billion, although extraordinary profit saw a decline of JPY 2.3 billion, settling at a positive JPY 6 billion. Net profit increased by JPY 8.3 billion to JPY 37.3 billion. Segment-wise, the Energy segment showed a mixed performance with a sales increase of JPY 3.6 billion but a decline in operating profit by JPY 0.8 billion. Meanwhile, the Industry, Semiconductor, and Food and Beverage Distribution segments posted strong sales and profit growth. The call also revealed a positive outlook with an upward revision of the full-year forecast, projecting net sales of JPY 1,070 billion and operating profit of JPY 100 billion, aiming for a 9.3% operating profit ratio, setting the stage for future growth and a double-digit operating profit ratio in the medium-term plan.Fuji Electric Co Financial Statement Overview
Summary
Income Statement
82
Very Positive
Balance Sheet
88
Very Positive
Cash Flow
74
Positive
| Breakdown | TTM | Mar 2026 | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.25T | 1.23T | 1.12T | 1.10T | 1.01T | 910.23B |
| Gross Profit | 353.33B | 342.66B | 323.31B | 307.82B | 281.59B | 256.47B |
| EBITDA | 211.78B | 204.94B | 194.34B | 168.01B | 144.51B | 131.03B |
| Net Income | 107.80B | 98.03B | 92.24B | 75.35B | 61.35B | 58.66B |
Balance Sheet | ||||||
| Total Assets | 1.36T | 1.41T | 1.31T | 1.27T | 1.18T | 1.12T |
| Cash, Cash Equivalents and Short-Term Investments | 74.59B | 70.93B | 63.54B | 66.19B | 84.70B | 92.97B |
| Total Debt | 67.02B | 84.55B | 101.29B | 160.35B | 180.63B | 206.82B |
| Total Liabilities | 524.39B | 563.73B | 581.51B | 609.70B | 609.48B | 593.38B |
| Stockholders Equity | 790.81B | 800.16B | 691.77B | 602.52B | 517.09B | 472.90B |
Cash Flow | ||||||
| Free Cash Flow | 99.97B | 53.03B | 68.17B | 17.90B | 55.08B | 43.76B |
| Operating Cash Flow | 163.94B | 123.56B | 144.92B | 84.86B | 116.16B | 76.81B |
| Investing Cash Flow | -58.04B | -72.61B | -63.38B | -62.42B | -49.50B | -22.35B |
| Financing Cash Flow | -98.47B | -48.17B | -86.25B | -45.87B | -77.19B | -42.89B |
Fuji Electric Co Technical Analysis
Positive
13815.00
Price Trends
13737.02
Positive
13873.39
Positive
12810.28
Positive
Market Momentum
462.14
Negative
63.74
Neutral
67.80
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:6504, the sentiment is Positive. The current price of 13815 is above the 20-day moving average (MA) of 13718.10, above the 50-day MA of 13737.02, and above the 200-day MA of 12810.28, indicating a bullish trend. The MACD of 462.14 indicates Negative momentum. The RSI at 63.74 is Neutral, neither overbought nor oversold. The STOCH value of 67.80 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:6504.
Fuji Electric Co Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | ¥2.14T | 20.51 | 14.09% | 1.44% | 10.40% | 15.01% | |
68 Neutral | ¥10.81T | 24.78 | 9.88% | 1.17% | 9.57% | 18.11% | |
68 Neutral | ¥9.50T | 43.45 | 38.53% | 0.75% | 27.94% | 99.60% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
63 Neutral | ¥552.47B | 12.88 | 11.35% | 1.63% | 5.85% | 33.34% | |
63 Neutral | ¥1.25T | 34.48 | 7.43% | 1.46% | 5.82% | -37.13% | |
56 Neutral | ¥2.88T | 32.17 | 22.61% | 0.40% | 12.86% | 165.14% |
* Industrials Sector Average
JP:6504
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Fuji Electric Co Corporate Events
Fuji Electric to Absorb Finance Subsidiary in Efficiency-Focused Merger
Aug 27, 2026
Fuji Electric Co., Ltd. has approved a simple absorption-type merger of its wholly owned subsidiary Fuji Electric Finance and Accounting Support Co., Ltd., aiming to consolidate group finance and accounting functions directly into the parent. The ...
Fuji Electric Profit Nearly Doubles as Audited Q1 Results Confirm Strong Start to FY2026
Aug 7, 2026
Fuji Electric reported consolidated net sales of ¥273.3 billion for the quarter ended June 30, 2026, up 10.2% year on year, with operating profit climbing 38.3% to ¥25.0 billion and profit attributable to owners of parent nearly doubling...
Fuji Electric’s Q1 Profit Surges as Audited Results Confirm Strong Growth
Aug 7, 2026
Fuji Electric Co., Ltd. reported consolidated net sales of ¥273.3 billion for the three months ended June 30, 2026, up 10.2% year on year, with operating profit rising 38.3% to ¥25.0 billion and profit attributable to owners of parent ju...
Fuji Electric Lifts Full-Year Earnings Forecast on Stronger Demand and Cost Gains
Jul 30, 2026
Fuji Electric Co., Ltd., a Japanese power electronics and industrial equipment maker listed on major domestic exchanges, provides electrical and energy systems to infrastructure and manufacturing customers. Its diversified product base and exposur...
Fuji Electric Posts Sharp Profit Surge and Lifts Full-Year Outlook
Jul 30, 2026
Fuji Electric Co., Ltd. reported strong results for the three months ended June 30, 2026, with net sales rising 10.2% year-on-year to ¥273.3 billion and operating profit jumping 38.3% to ¥25.0 billion. Ordinary profit climbed 47.8% to &#...
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.