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LIXIL CorporationTSE:5938 Stock Report

Market Cap JP¥466.2b
Share Price
JP¥1.62k
JP¥1.8k
9.8% undervalued intrinsic discount
1Y0.03%
7D-3.1%
Portfolio Value
View

LIXIL Corporation

TSE:5938 Stock Report

Market Cap: JP¥466.2b

LIXIL (5938) Stock Overview

Through its subsidiaries, operates water technology and housing technology business in Japan and internationally. More details

5938 fundamental analysis
Snowflake Score
Valuation0/6
Future Growth3/6
Past Performance4/6
Financial Health3/6
Dividends5/6

5938 Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

LIXIL Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for LIXIL
Historical stock prices
Current Share PriceJP¥1,622.00
52 Week HighJP¥1,990.00
52 Week LowJP¥1,571.50
Beta0.59
1 Month Change-1.31%
3 Month Change-12.51%
1 Year Change0.031%
3 Year Change-16.86%
5 Year Change-46.02%
Change since IPO-40.37%

Recent News & Updates

Narrative Update May 09

5938: Future Returns Will Depend On 2026 Governance Decisions And Execution

Analysts have adjusted their fair value estimate for LIXIL from ¥1,832 to ¥1,799, reflecting updated assumptions around revenue growth, profit margins and the appropriate discount rate, while keeping the future P/E expectation broadly similar. What's in the News Board meeting scheduled for Mar 23, 2026 to consider and resolve the determination of director candidates and proposals for executive officers, indicating upcoming decisions on LIXIL's leadership structure (Key Developments).
Analysis Article May 04

LIXIL Corporation Just Missed EPS By 40%: Here's What Analysts Think Will Happen Next

It's been a good week for LIXIL Corporation ( TSE:5938 ) shareholders, because the company has just released its latest...
Narrative Update Apr 22

5938: Future Returns Will Rely On Execution Ahead Of 2026 Governance Decisions

Analysts have nudged their price target for LIXIL to ¥1,832, a level that aligns with updated assumptions around a slightly higher discount rate, unchanged revenue growth expectations, steady profit margins, and a broadly similar future P/E outlook. What's in the News LIXIL has scheduled a board meeting for Mar 23, 2026, to consider and resolve the determination of director candidates and the proposal of executive officers (Key Developments).

Recent updates

Narrative Update May 09

5938: Future Returns Will Depend On 2026 Governance Decisions And Execution

Analysts have adjusted their fair value estimate for LIXIL from ¥1,832 to ¥1,799, reflecting updated assumptions around revenue growth, profit margins and the appropriate discount rate, while keeping the future P/E expectation broadly similar. What's in the News Board meeting scheduled for Mar 23, 2026 to consider and resolve the determination of director candidates and proposals for executive officers, indicating upcoming decisions on LIXIL's leadership structure (Key Developments).
Analysis Article May 04

LIXIL Corporation Just Missed EPS By 40%: Here's What Analysts Think Will Happen Next

It's been a good week for LIXIL Corporation ( TSE:5938 ) shareholders, because the company has just released its latest...
Narrative Update Apr 22

5938: Future Returns Will Rely On Execution Ahead Of 2026 Governance Decisions

Analysts have nudged their price target for LIXIL to ¥1,832, a level that aligns with updated assumptions around a slightly higher discount rate, unchanged revenue growth expectations, steady profit margins, and a broadly similar future P/E outlook. What's in the News LIXIL has scheduled a board meeting for Mar 23, 2026, to consider and resolve the determination of director candidates and the proposal of executive officers (Key Developments).
Narrative Update Apr 08

5938: Future Returns Will Depend On Execution Against Recalibrated Earnings Assumptions

Analysts have reduced their price target for LIXIL by ¥11 to ¥1,832, reflecting slightly more cautious assumptions on discount rate, revenue growth, profit margins, and future P/E. Analyst Commentary Analysts are reading the slightly lower target price for LIXIL as a signal that expectations are being recalibrated rather than fundamentally rewritten.
Narrative Update Mar 25

5938: Future Returns Will Depend On Post Downgrade Execution And Margin Discipline

Analysts have trimmed their price target on LIXIL from ¥1,980 to about ¥1,843, reflecting updated views on discount rates, revenue, profit margins and future P/E assumptions following recent Street research including a downgrade. Analyst Commentary Bullish Takeaways Bullish analysts see the revised target price as still allowing room for upside if LIXIL can execute consistently on revenue and margin assumptions embedded in recent models.
Narrative Update Mar 10

5938: Margin Execution And Refined Assumptions Will Support Upside After Downgrade

Analysts have kept their ¥2,300 price target for LIXIL unchanged, reflecting slightly adjusted assumptions on discount rate, revenue growth, profit margin, and future P/E after the latest Street research, including the recent downgrade. Analyst Commentary Analysts are reassessing LIXIL with a focus on how updated assumptions around discount rate, revenue trajectory, margins, and future P/E tie into the unchanged ¥2,300 target.
Narrative Update Feb 23

5938: Improved Execution And Conservative Assumptions Will Support Upside After Downgrade

Analysts have maintained their ¥2,300 price target for LIXIL, citing modest adjustments to revenue growth, profit margin, discount rate, and future P/E assumptions following recent Street research, including a downgrade highlighted by Goldman Sachs. Analyst Commentary Recent Street research, including a downgrade highlighted by Goldman Sachs, has kept attention on how LIXIL is priced against its earnings power, cash generation, and execution on its business plan.
Narrative Update Feb 08

5938: Stronger Margins And Execution Will Support Upside After Recent Downgrade

Analysts have maintained their fair value estimate for LIXIL at ¥2,300, incorporating a slightly higher discount rate and a modestly stronger profit margin outlook in updated assumptions following recent research, including a downgrade of the shares at a major global bank. Analyst Commentary Recent research, including the downgrade of LIXIL shares at Goldman Sachs, has prompted a closer look at what is driving sentiment on the stock.
Narrative Update Jan 24

5938: Reset Expectations And Execution Focus Will Support Future Upside

Analysts have trimmed their price expectations for LIXIL to ¥2,300.0, reflecting slightly higher risk assumptions and marginally softer revenue growth projections after recent sector commentary and rating changes. Analyst Commentary Recent Street research around LIXIL points to a more cautious tone in headline ratings, while still leaving room for constructive views on the company’s ability to execute and support its current valuation.
Analysis Article Jan 22

An Intrinsic Calculation For LIXIL Corporation (TSE:5938) Suggests It's 21% Undervalued

Key Insights LIXIL's estimated fair value is JP¥2,379 based on 2 Stage Free Cash Flow to Equity Current share price of...
Narrative Update Jan 09

5938: Rerating Potential Will Support Bullish Upside Following Recent Buy Upgrade

The analyst price target for LIXIL has shifted from ¥2,400 to ¥2,300, with analysts citing updated valuation work and recent Street research that indicates potential share upside following a rerating of the stock. Analyst Commentary Bullish analysts are highlighting recent valuation work that supports the updated ¥2,300 price target, while still pointing to possible share upside if the stock continues to rerate.
Analysis Article Jan 06

LIXIL's (TSE:5938) Returns Have Hit A Wall

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Narrative Update Dec 26

5938: Future Returns Will Depend On Housing Demand And Margin Execution

Analysts have modestly raised their price target on LIXIL to ¥2,200 from ¥1,980, citing increased share upside following an update to valuation assumptions. Analyst Commentary Bullish analysts highlight that the updated price target reflects improved confidence in LIXIL's medium term growth trajectory, as valuation models are rolled forward to incorporate anticipated earnings recovery.
Analysis Article Dec 18

Is LIXIL (TSE:5938) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Narrative Update Dec 11

5938: Future Performance Will Reflect Margin Execution And Housing Demand Balance

Analysts have raised their price target on LIXIL to ¥2,200 from ¥1,980, citing modest improvements in long term growth and profitability assumptions and a roll forward of valuation that they believe supports further upside in the shares. Analyst Commentary Analyst reactions to the revised price target highlight a more constructive view on LIXIL’s medium term earnings profile and valuation support, while still flagging execution and macro related risks.
Narrative Update Nov 27

5938: Future Performance Will Balance Execution Risks And New Buy Ratings

Analysts have slightly lowered their fair value estimate for LIXIL to ¥1,980 from ¥2,002. This adjustment reflects updated growth assumptions and recent upward revisions in analyst recommendations, which support the company's positive outlook.
Narrative Update Nov 04

5938: Upgraded Buy Rating Will Drive Renewed Share Price Momentum

Narrative Update on LIXIL: Analyst Price Target Change The analyst price target for LIXIL has increased from ¥2,002 to ¥2,200. Analysts cite improved valuation outlook and expectations of moderate growth in revenue and margins as key drivers for the adjustment.
Narrative Update Oct 20

Sustainable Renovations And European Expansion Will Redefine Markets

Analysts have raised their price target for LIXIL from ¥1,928 to ¥2,002. They cite an improved valuation outlook and expectations for future upside following recent upgrades.
Analysis Article Oct 16

Estimating The Fair Value Of LIXIL Corporation (TSE:5938)

Key Insights Using the 2 Stage Free Cash Flow to Equity, LIXIL fair value estimate is JP¥1,860 With JP¥1,739 share...
Narrative Update Sep 03

Sustainable Renovations And European Expansion Will Redefine Markets

Despite unchanged revenue growth forecasts and only a marginal uptick in future P/E, LIXIL's fair value has been revised upward, with the consensus analyst price target increasing from ¥1861 to ¥1928. Valuation Changes Summary of Valuation Changes for LIXIL The Consensus Analyst Price Target has risen slightly from ¥1861 to ¥1928.
Analysis Article Aug 03

Analysts Are Updating Their LIXIL Corporation (TSE:5938) Estimates After Its First-Quarter Results

LIXIL Corporation ( TSE:5938 ) last week reported its latest quarterly results, which makes it a good time for...
Analysis Article Jul 16

Investors Interested In LIXIL Corporation's (TSE:5938) Revenues

It's not a stretch to say that LIXIL Corporation's ( TSE:5938 ) price-to-sales (or "P/S") ratio of 0.3x right now seems...
Analysis Article May 24

LIXIL (TSE:5938) May Have Issues Allocating Its Capital

If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Businesses...
Analysis Article May 02

LIXIL Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

LIXIL Corporation ( TSE:5938 ) last week reported its latest yearly results, which makes it a good time for investors...
Analysis Article Mar 07

LIXIL (TSE:5938) Is Paying Out A Dividend Of ¥45.00

LIXIL Corporation ( TSE:5938 ) has announced that it will pay a dividend of ¥45.00 per share on the 4th of June. The...
Analysis Article Mar 06

LIXIL (TSE:5938) Use Of Debt Could Be Considered Risky

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Jan 12

LIXIL (TSE:5938) Is Paying Out A Dividend Of ¥45.00

The board of LIXIL Corporation ( TSE:5938 ) has announced that it will pay a dividend on the 4th of June, with...
Analysis Article Dec 29

LIXIL (TSE:5938) Has Affirmed Its Dividend Of ¥45.00

The board of LIXIL Corporation ( TSE:5938 ) has announced that it will pay a dividend of ¥45.00 per share on the 4th of...
User avatar
New Narrative Dec 27

US Market Recovery And Innovative Products To Accelerate Revenue And Profit Growth

New product launches, especially in Europe, are improving gross margins through higher-margin offerings, enhancing revenue and profit margins.
Analysis Article Dec 15

LIXIL (TSE:5938) Is Paying Out A Dividend Of ¥45.00

LIXIL Corporation ( TSE:5938 ) will pay a dividend of ¥45.00 on the 4th of June. This makes the dividend yield 5.2...
Analysis Article Nov 30

LIXIL (TSE:5938) Is Due To Pay A Dividend Of ¥45.00

LIXIL Corporation ( TSE:5938 ) has announced that it will pay a dividend of ¥45.00 per share on the 4th of June. This...
Analysis Article Oct 09

When Should You Buy LIXIL Corporation (TSE:5938)?

LIXIL Corporation ( TSE:5938 ), might not be a large cap stock, but it received a lot of attention from a substantial...
Analysis Article Sep 20

LIXIL (TSE:5938) Will Pay A Dividend Of ¥45.00

LIXIL Corporation ( TSE:5938 ) has announced that it will pay a dividend of ¥45.00 per share on the 2nd of December...
Analysis Article Sep 04

The Price Is Right For LIXIL Corporation (TSE:5938)

With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Building industry in Japan, you could be forgiven...
Analysis Article Jul 26

LIXIL (TSE:5938) Has Announced A Dividend Of ¥45.00

LIXIL Corporation's ( TSE:5938 ) investors are due to receive a payment of ¥45.00 per share on 2nd of December. Based...
Analysis Article Jul 11

LIXIL (TSE:5938) Has Announced A Dividend Of ¥45.00

The board of LIXIL Corporation ( TSE:5938 ) has announced that it will pay a dividend of ¥45.00 per share on the 2nd of...
Analysis Article Jun 24

Investors Met With Slowing Returns on Capital At LIXIL (TSE:5938)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Analysis Article Jun 08

Does LIXIL (TSE:5938) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article May 22

Are LIXIL Corporation (TSE:5938) Investors Paying Above The Intrinsic Value?

Key Insights LIXIL's estimated fair value is JP¥1,455 based on 2 Stage Free Cash Flow to Equity LIXIL is estimated to...
Analysis Article Apr 05

Why Investors Shouldn't Be Surprised By LIXIL Corporation's (TSE:5938) P/E

LIXIL Corporation's ( TSE:5938 ) price-to-earnings (or "P/E") ratio of 31.6x might make it look like a strong sell...
Analysis Article Mar 21

LIXIL (TSE:5938) Is Paying Out A Dividend Of ¥45.00

LIXIL Corporation ( TSE:5938 ) has announced that it will pay a dividend of ¥45.00 per share on the 6th of June. Based...
Analysis Article Mar 18

Returns On Capital Signal Difficult Times Ahead For LIXIL (TSE:5938)

If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? When we...
Analysis Article Feb 26

LIXIL (TSE:5938) Is Due To Pay A Dividend Of ¥45.00

LIXIL Corporation ( TSE:5938 ) will pay a dividend of ¥45.00 on the 6th of June. The dividend yield will be 4.6% based...

Shareholder Returns

5938JP BuildingJP Market
7D-3.1%-4.2%-0.5%
1Y0.03%42.1%39.8%

Return vs Industry: 5938 underperformed the JP Building industry which returned 42.1% over the past year.

Return vs Market: 5938 underperformed the JP Market which returned 39.8% over the past year.

Price Volatility

Is 5938's price volatile compared to industry and market?
5938 volatility
5938 Average Weekly Movement3.3%
Building Industry Average Movement4.7%
Market Average Movement5.0%
10% most volatile stocks in JP Market9.6%
10% least volatile stocks in JP Market2.5%

Stable Share Price: 5938 has not had significant price volatility in the past 3 months compared to the JP market.

Volatility Over Time: 5938's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
187548,660Kinya Setowww.lixil.com

LIXIL Corporation, through its subsidiaries, operates water technology and housing technology business in Japan and internationally. The company offers fixtures and vanities, which includes ceramic toilets, bidets, urinals, and basins, and vanities; bathing products, such as bath tubs, showers enclosures, whirlpool, and wellness solutions; and bathroom fittings, including single and two lever faucets and accessories, as well as hands and head showers, thermostats, and shower systems. It also provides shower toilets comprising integrated shower toilet system and seats; prefabricated bath and kitchen systems for houses condos, and other projects; smart water sensors and controllers; behind the wall systems and commercial fittings; kitchen fittings and sinks; and tiles.

LIXIL Corporation Fundamentals Summary

How do LIXIL's earnings and revenue compare to its market cap?
5938 fundamental statistics
Market capJP¥466.23b
Earnings (TTM)JP¥8.14b
Revenue (TTM)JP¥1.51t
57.3x
P/E Ratio
0.3x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
5938 income statement (TTM)
RevenueJP¥1.51t
Cost of RevenueJP¥995.55b
Gross ProfitJP¥515.15b
Other ExpensesJP¥507.01b
EarningsJP¥8.14b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)28.33
Gross Margin34.10%
Net Profit Margin0.54%
Debt/Equity Ratio86.8%

How did 5938 perform over the long term?

See historical performance and comparison

Dividends

5.5%
Current Dividend Yield
318%
Payout Ratio

Does 5938 pay a reliable dividends?

See 5938 dividend history and benchmarks
When do you need to buy 5938 by to receive an upcoming dividend?
LIXIL dividend dates
Ex Dividend DateMar 30 2026
Dividend Pay DateJun 03 2026
Days until Ex dividend52 days
Days until Dividend pay date13 days

Does 5938 pay a reliable dividends?

See 5938 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/20 23:36
End of Day Share Price 2026/05/20 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

LIXIL Corporation is covered by 19 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Takashi HashimotoBarclays
Tomoyoshi OmuroBofA Global Research
Masashi MikiCitigroup Inc