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Allied Telesis Holdings KK
(6835)
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Rating:72Outperform
Price Target:
¥319.00
▲(20.83% Upside)
Action:Upgraded
Date:08/06/26
The score is driven primarily by improving financial performance (strong 2025 revenue growth, healthier leverage, and solid recent free cash flow) and attractive valuation (low P/E and a ~3.37% dividend yield). This is tempered by mixed technical signals (negative MACD and only modest long-term trend strength) and the company’s historical volatility in profitability and cash flow.
Positive Factors
Accelerating revenue growth
The sharp improvement in annual revenue growth indicates stronger demand and expanding scale across the networking business. If sustained, higher volume can support operating leverage, broaden the installed base, and create more opportunities for recurring maintenance, software, and support revenue.
Negative Factors
Profitability remains volatile
The wide variation in net profitability suggests that earnings power has not yet demonstrated consistent performance across the cycle. Such volatility can make budgeting, reinvestment, and shareholder returns less predictable even when the underlying networking market remains attractive.
Read all positive and negative factors
Positive Factors
Negative Factors
Accelerating revenue growth
The sharp improvement in annual revenue growth indicates stronger demand and expanding scale across the networking business. If sustained, higher volume can support operating leverage, broaden the installed base, and create more opportunities for recurring maintenance, software, and support revenue.
Read all positive factors
Allied Telesis Holdings KK (6835) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥29.85B
Dividend Yield2.74%
Average Volume (3M)181.11K
Price to Earnings (P/E)9.0
Beta (1Y)0.55
Revenue Growth>-0.01%
EPS Growth-7.51%
CountryJP
Employees1,856
SectorGeneral
Sector StrengthN/A
IndustryCommunication Equipment
Share Statistics
EPS (TTM)31.98
Shares Outstanding104,012,150
10 Day Avg. Volume116,080
30 Day Avg. Volume181,113
Financial Highlights & Ratios
PEG Ratio-0.57
Price to Book (P/B)1.28
Price to Sales (P/S)0.55
P/FCF Ratio4.37
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 ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Allied Telesis Holdings KK Business Overview & Revenue Model
Company Description
Allied Telesis Holdings K.K. operates as a global holding company, specializing in the conceptualization, engineering, production, and international sale of network hardware and comprehensive technology solutions. Its product lineup includes diver...
How the Company Makes Money
Allied Telesis makes money primarily by selling network infrastructure hardware and by providing related software and services that support installation and ongoing operation of customer networks. Key revenue streams include: (1) Product sales: Re...
Allied Telesis Holdings KK Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
66
Positive
Cash Flow
70
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 49.72B | 49.95B | 48.46B | 44.39B | 41.50B | 33.27B |
| Gross Profit | 30.00B | 29.28B | 27.90B | 25.04B | 24.21B | 20.63B |
| EBITDA | 5.18B | 5.34B | 4.61B | 3.31B | 2.86B | 2.17B |
| Net Income | 3.36B | 2.92B | 3.60B | 1.09B | 8.61B | 1.37B |
Balance Sheet | ||||||
| Total Assets | 49.40B | 48.73B | 46.49B | 45.50B | 41.64B | 28.88B |
| Cash, Cash Equivalents and Short-Term Investments | 16.98B | 17.03B | 14.26B | 10.70B | 9.05B | 4.72B |
| Total Debt | 2.40B | 6.33B | 7.68B | 9.76B | 6.76B | 8.81B |
| Total Liabilities | 28.05B | 27.40B | 27.03B | 28.03B | 25.87B | 22.68B |
| Stockholders Equity | 21.34B | 21.33B | 19.45B | 17.47B | 15.77B | 6.20B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 6.23B | 5.13B | -818.52M | 7.21B | 2.25B |
| Operating Cash Flow | 0.00 | 6.75B | 5.74B | -74.37M | 8.41B | 2.54B |
| Investing Cash Flow | 0.00 | -537.32M | 2.88B | -967.43M | -1.45B | -423.31M |
| Financing Cash Flow | 0.00 | -3.34B | -5.44B | 2.58B | -4.25B | -1.62B |
Allied Telesis Holdings KK Technical Analysis
Positive
264.00
Price Trends
257.00
Positive
256.21
Positive
265.54
Positive
Market Momentum
5.60
Negative
69.71
Neutral
63.30
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:6835, the sentiment is Positive. The current price of 264 is below the 20-day moving average (MA) of 266.45, above the 50-day MA of 257.00, and below the 200-day MA of 265.54, indicating a bullish trend. The MACD of 5.60 indicates Negative momentum. The RSI at 69.71 is Neutral, neither overbought nor oversold. The STOCH value of 63.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:6835.
Allied Telesis Holdings KK Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | ¥50.02B | 15.76 | ― | 2.51% | 4.53% | 36.26% | |
74 Outperform | ¥42.58B | 14.33 | ― | 4.83% | 0.84% | 22.33% | |
72 Outperform | ¥29.85B | 9.04 | 16.04% | 3.13% | >-0.01% | -7.51% | |
68 Neutral | ¥4.30B | 12.34 | ― | 2.16% | 8.65% | 177.02% | |
65 Neutral | ¥5.84B | 18.52 | ― | 4.07% | -6.78% | 126.06% | |
59 Neutral | ¥238.32B | 9.32 | 15.75% | 2.49% | -3.84% | 183.41% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
* General Sector Average
JP:6835
Allied Telesis Holdings KK
289.00
85.22
41.82%
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Allied Telesis Holdings KK Corporate Events
Allied Telesis Sets Interim Dividend at JPY 4, Raises Full-Year Payout Target
Aug 14, 2026
Allied Telesis Holdings K.K. has announced that its Board of Directors approved an interim dividend of JPY 4 per share from retained earnings, with a record date of June 30, 2026, and total payout of JPY 414 million. The interim dividend will be e...
Allied Telesis Boosts 2026 Profit Outlook on U.S. Business Transfer Gain
Aug 14, 2026
Allied Telesis Holdings K.K. will record extraordinary income of about US$4.7 million in the third quarter of fiscal 2026, following the transfer of the IP Triple Play Service Business of its U.S. subsidiary to Warrior Communications Inc. The gain...
Allied Telesis Boosts Earnings and Dividends Despite Lower Sales
Aug 14, 2026
Allied Telesis reported consolidated net sales of ¥23.49 billion for the six months ended June 30, 2026, down 1% year on year, while operating profit fell 14% to ¥1.16 billion. Despite lower sales and operating profit, ordinary profit su...
Allied Telesis to Cancel Treasury Shares and Tighten Equity Base
Jul 21, 2026
Allied Telesis Holdings K.K. has announced that its Board of Directors approved the cancellation of 1,000,019 shares of its common stock, representing 0.95% of the total shares outstanding prior to the move. The cancellation, scheduled for July 31...
Allied Telesis Completes ¥246.9 Million Share Buyback on TSE
Jul 21, 2026
Allied Telesis Holdings K.K. has completed a share repurchase program authorized by its board on June 16, 2026, acquiring a total of 726,500 common shares for 179,218,000 yen between July 1 and July 17 through market purchases on the Tokyo Stock E...
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.