NEC Corporation (6701)

Price history

¥5,160Latest+403.9%

Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis

Business overview

The NEC Group is a corporate group focused on value creation across two core areas, social infrastructure and IT services, with ICT at its core. Under its medium-term management plan toward 2030, the Group aims to grow by integrating support for clients' digital transformation through the use of innovative technologies centered on AI, the application of the BluStellar-centered value creation model, DX initiatives at domestic and overseas locations, and sustainability management. Overseas, it is accelerating the expansion of software and services in the telecom and broadband sectors and DX initiatives in digital government and digital finance.

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Key numbersShowing 8 of 19

PER

141.65How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.

PBR

3.03How many times the company's net assets? Around 1x is generally considered a benchmark.

ROE

2.1%Earning power. A figure above 10% is generally considered good.

Dividend yield

0.0%The annual dividend as a percentage of the share price.

Market capitalization

¥7.0tnShare price × number of shares. The value of the entire company.

Equity ratio

49.6%The proportion of assets funded by money that does not have to be repaid.

Operating margin

7.2%The percentage of revenue remaining from the company’s core business.

Revenue growth (3 years)

5.1%The average annual growth in sales over the past three years.

What to watch next

Progress in integrating CSG Systems, a provider of software for the North American telecommunications and broadband sectors, and disclosure of cross-selling to existing customers and the status of recurring revenue monetization

Over the next 6–18 monthsImpact HighLikelihood Medium

Expansion of commercial deployments of agentic AI, including NEC AI Agent, and applications of cotomi Act and cotomi, such as automated extraction, automated execution and security assessments

The next 12–24 monthsImpact HighLikelihood Medium

Improvement in recurring revenue and the operations and maintenance mix through broader adoption of the BluStellar-centered value creation model and the transition to integrated delivery from consulting through operations and maintenance

The next 12–36 monthsImpact MediumLikelihood Medium

Capturing corporate AI demand in Japan and overseas through collaboration with Anthropic on Claude, including new engagements and expanded usage

The next 6-24 monthsImpact MediumLikelihood Medium

The impact of high levels of capital expenditure and research and development on profit margins and free cash flow, including the extent to which the investment burden is absorbed

From the next reporting period onward, on a quarterly basisImpact HighLikelihood High

What to watch next

Who owns itTop holders total 39.9%

Listed holders 39.9%Everyone else 60.1%

The Master Trust Bank of Japan, Ltd. (Trust Account)15.37%

株式会社日本カストディ銀行 (Trust Account)7.84%

NTT Corporation4.90%

STATE STREET BANK AND TRUST COMPANY 5050012.24%

Sumitomo Life Insurance Company2.16%

THE CHASE MANHATTAN BANK, N.A. LONDONSECS LENDING OMNIBUS ACCOUNT1.90%

GOVERNMENT OF NORWAY1.60%

JP MORGAN CHASE BANK 3857811.40%

2 other listed holders2.49%

Who owns it
Holder	Ownership (%)
The Master Trust Bank of Japan, Ltd. (Trust Account)	15.37
株式会社日本カストディ銀行 (Trust Account)	7.84
NTT Corporation	4.90
STATE STREET BANK AND TRUST COMPANY 505001	2.24
Sumitomo Life Insurance Company	2.16
THE CHASE MANHATTAN BANK, N.A. LONDONSECS LENDING OMNIBUS ACCOUNT	1.90
GOVERNMENT OF NORWAY	1.60
JP MORGAN CHASE BANK 385781	1.40
2 other listed holders	2.49

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