AGC (5201) Stock Overview
Manufactures and sells architectural glass, electronics, chemicals, automotive, and ceramics worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 2/6 |
| Past Performance | 4/6 |
| Financial Health | 6/6 |
| Dividends | 3/6 |
5201 Community Fair Values
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Analyst Price Targets
AGC Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | JP¥5,646.00 |
| 52 Week High | JP¥8,315.00 |
| 52 Week Low | JP¥4,710.00 |
| Beta | 0.40 |
| 1 Month Change | -2.69% |
| 3 Month Change | -21.34% |
| 1 Year Change | 17.80% |
| 3 Year Change | 5.63% |
| 5 Year Change | -4.14% |
| Change since IPO | -5.90% |
Recent News & Updates
Narrative Update • Sep 17
5201: Circular Fluorine Progress Under AGC Plus 2026 Will Drive Future Upside
Analysts trimmed their fair value estimate for AGC from ¥6,841.25 to ¥6,516.25, reflecting updated views on slightly different assumptions for revenue growth, profit margins and future P/E multiples. What’s in the News for AGC No recent AGC specific news items were available from the provided sources as of 15 Sep 2026.Narrative Update • Sep 03
5201: Circular Fluorine Progress Under AGC Plus 2026 Will Drive Future Upside
Analysts have trimmed their price target for AGC to ¥6,841 from ¥7,286. This reflects updated assumptions for slightly lower revenue growth, a modestly higher profit margin, a small change in the discount rate and a revised future P/E multiple.
Narrative Update • Aug 18
5201: Circular Fluorine Shift Will Support Measured Outlook Under 2026 Plan
Analysts have raised their fair value estimate for AGC to ¥5,831 from ¥5,000, pointing to updated assumptions around a slightly lower discount rate, adjusted revenue growth expectations, firmer profit margin forecasts, and a higher future P/E multiple. What’s in the News for AGC AGC completed third party verification based on UL 2809 in May 2026 for the fluorine raw materials used in AFLAS FFKM, confirming that 100% of the fluorine content allocated under the mass balance approach comes from Recycled Circular Fluorite.Analysis Article • Aug 06
AGC Inc. (TSE:5201) Just Reported Half-Year Earnings: Have Analysts Changed Their Mind On The Stock?
AGC Inc. ( TSE:5201 ) shareholders are probably feeling a little disappointed, since its shares fell 3.2% to JP¥5,786...Recent updates
Narrative Update • Sep 17
5201: Circular Fluorine Progress Under AGC Plus 2026 Will Drive Future Upside
Analysts trimmed their fair value estimate for AGC from ¥6,841.25 to ¥6,516.25, reflecting updated views on slightly different assumptions for revenue growth, profit margins and future P/E multiples. What’s in the News for AGC No recent AGC specific news items were available from the provided sources as of 15 Sep 2026.Narrative Update • Sep 03
5201: Circular Fluorine Progress Under AGC Plus 2026 Will Drive Future Upside
Analysts have trimmed their price target for AGC to ¥6,841 from ¥7,286. This reflects updated assumptions for slightly lower revenue growth, a modestly higher profit margin, a small change in the discount rate and a revised future P/E multiple.Narrative Update • Aug 18
5201: Circular Fluorine Shift Will Support Measured Outlook Under 2026 Plan
Analysts have raised their fair value estimate for AGC to ¥5,831 from ¥5,000, pointing to updated assumptions around a slightly lower discount rate, adjusted revenue growth expectations, firmer profit margin forecasts, and a higher future P/E multiple. What’s in the News for AGC AGC completed third party verification based on UL 2809 in May 2026 for the fluorine raw materials used in AFLAS FFKM, confirming that 100% of the fluorine content allocated under the mass balance approach comes from Recycled Circular Fluorite.Analysis Article • Aug 06
AGC Inc. (TSE:5201) Just Reported Half-Year Earnings: Have Analysts Changed Their Mind On The Stock?
AGC Inc. ( TSE:5201 ) shareholders are probably feeling a little disappointed, since its shares fell 3.2% to JP¥5,786...Narrative Update • Aug 04
5201: Circular Fluorine Progress Under AGC Plus 2026 Will Drive Future Upside
Analysts have trimmed their price target for AGC to ¥7,286 from ¥7,599, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E that slightly soften the stock's implied fair value. What’s in the News for AGC AGC Inc.
Narrative Update • Jul 21
5201: Recycling Breakthrough In Fluorine Materials Will Support Stronger Future Returns
The analyst price target for AGC has been revised from ¥6,800 to ¥8,290, with analysts citing updated assumptions around revenue growth, profit margins, and forward P/E expectations as the key drivers of the change. What’s in the News for AGC AGC Inc.Narrative Update • Jul 07
5201: Circular Fluorine Progress And 2026 Plan Will Support Upside Potential
Analysts have raised their price target on AGC to ¥7,598.75 from ¥7,373.75. This reflects updated assumptions around the discount rate, revenue growth, profit margin, and future P/E, even though recent Street research has not introduced new company-specific catalysts.Narrative Update • Jun 23
5201: Recycling Progress And 2026 Plan Will Support Measured Fair Share Pricing
Analysts have adjusted their price target for AGC to ¥7,373.75 from ¥7,086.25, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What’s in the News for AGC AGC Inc.Narrative Update • Jun 06
5201: Sustainability Progress And 2026 Plan Will Support Measured Fair Share Pricing
Analysts now place AGC's price target at about ¥7,100, up from roughly ¥5,900, citing updated assumptions that include a lower discount rate, slightly higher expectations for revenue growth and profit margins, and a higher future P/E multiple. What's in the News AGC Inc.New Narrative • May 24
Rising Semiconductor Dependence And Cost Pressures Will Weaken Margins Over Time
Catalysts About AGC AGC is a diversified materials company with operations in glass, electronics, chemicals and life science related businesses. What are the underlying business or industry changes driving this perspective?Narrative Update • Apr 24
5201: Governance Shift And 2026 Outlook Will Support Measured Fair Share Pricing
Analysts have nudged their price target for AGC to ¥5,883.75, a modest adjustment that reflects slightly updated assumptions around discount rate, revenue growth, profit margin and future P/E while keeping their overall valuation view intact. What's in the News AGC issued consolidated earnings guidance for the first half of 2026, with expected net sales of ¥1,070,000 million and operating profit of ¥60,000 million for the period ending June 30, 2026 (company guidance).Narrative Update • Apr 10
5201: Governance Shift And 2026 Earnings Guidance Will Support Fair Share Pricing
The analyst price target for AGC has been revised to ¥5,883.75. The modest adjustment reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E that analysts see as better aligning the valuation with current risk and return expectations.Narrative Update • Mar 27
5201: Governance Changes And 2026 Earnings Guidance Will Keep Shares Fairly Priced
Analysts have adjusted AGC's fair value estimate from ¥5,946.25 to ¥5,883.75. This change reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.Narrative Update • Mar 12
5201: Governance Shift And Earnings Outlook Will Keep Shares Fairly Priced
Analysts have raised their price target on AGC from ¥5,608.75 to ¥5,946.25, citing updated assumptions related to revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News The Board of Directors meeting on February 6, 2026 resolved to propose partial amendments to the Articles of Incorporation at the March 27, 2026 Annual General Meeting of Shareholders, with the aim of transitioning AGC to a Company with Audit and Supervisory Committee (Key Developments).Narrative Update • Feb 24
5201: Governance Overhaul And CFO Exit Will Keep Shares Looking Expensive
The analyst price target for AGC has shifted from ¥5,540 to ¥5,608.75, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that analysts now factor into their models. What's in the News On February 6, 2026, the Board of Directors resolved to propose amendments to the Articles of Incorporation to transition AGC to a Company with Audit and Supervisory Committee, subject to approval at the 101st Annual General Meeting of Shareholders on March 27, 2026 (company announcement).New Narrative • Feb 20
Semiconductor And Mobility Trends Will Support Long-Term Demand For Advanced Materials
Catalysts About AGC AGC is a global materials company with businesses in glass, chemicals, electronics and life sciences. What are the underlying business or industry changes driving this perspective?Narrative Update • Feb 09
5201: Governance Shift And Biologics Deals Will Leave Shares Looking Expensive
Analysts have lifted their price target on AGC from $5,327.50 to $5,540.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E as key inputs to the revised valuation. What's in the News AGC issued consolidated earnings guidance for the first half of 2026, with expected net sales of JPY 1,070,000 million and operating profit of JPY 60,000 million for the period ending June 30, 2026 (company guidance).Narrative Update • Jan 26
5201: Governance Changes And Biologics Partnerships Will Support Steady Long Term Outlook
Analysts have modestly adjusted their price target on AGC to $5,327.50. This reflects small tweaks to assumptions on the discount rate, long term revenue growth, profit margin, and future P/E expectations.Narrative Update • Jan 11
5201: Governance Shift And Biologics Partnerships Will Gradually Support Balanced Outlook
Analysts now place AGC's fair value at US$5,327.50, up modestly from US$5,302.50. This reflects slightly higher assumptions for revenue growth, profit margin and future P/E.Narrative Update • Dec 27
5201: Governance Overhaul And Biologics Pipeline Will Steadily Shape Future Performance
Narrative Update on Analyst Price Target Analysts have modestly lifted their price target for AGC to $5,302.50, reflecting slight improvements in the company’s discount rate assumptions and long term profitability outlook. What's in the News AGC Inc.Narrative Update • Dec 13
5201: Governance Shifts And Biologics Alliances Will Shape Future Performance
Analysts have modestly raised their price target on AGC to align with a fair value of $5,302.50. This reflects slightly higher assumptions for the discount rate and future earnings multiple, while keeping long term growth and margin expectations largely unchanged.Narrative Update • Nov 28
5201: Earnings Outlook And Executive Changes Will Shape 2025 Performance
The analyst price target for AGC has increased by $337.50 to $5,302.50, as analysts revise their valuation based on updated financial metrics and outlook. What's in the News AGC Biologics announced a partnership with Repair Biotechnologies to develop a novel mRNA therapy aimed at reducing atherosclerotic plaques, addressing a leading cause of human mortality (Key Developments).Narrative Update • Nov 14
5201: Revenue Stability And Leadership Shifts Will Define 2025 Outlook
Analysts have raised their price target for AGC from $4,883.75 to $4,965.00, citing modest improvements in expected revenue growth and profit margins. What's in the News AGC Inc.Analysis Article • Nov 07
Earnings Update: AGC Inc. (TSE:5201) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts
Investors in AGC Inc. ( TSE:5201 ) had a good week, as its shares rose 6.4% to close at JP¥5,129 following the release...Narrative Update • Oct 31
5201: Panel Manufacturing Advances And Steady Metrics Will Shape Market Direction
Narrative Update on AGC: Analyst Price Target Change Analysts have maintained AGC's fair value estimate at $4,883.75, citing only minimal adjustments to key model inputs and reaffirming their previous outlook for the company. What's in the News AGC joined the 'JOINT3' consortium of 27 global companies, led by Resonac Corporation, to co-develop panel-level organic interposer technology and establish a prototype production line scheduled to begin operations in 2026 (Key Developments).Analysis Article • Oct 22
Is AGC (TSE:5201) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Narrative Update • Oct 17
Architectural Glass And Chemical Capacity Will Redefine Markets
Analyst Price Target for AGC Adjusted Slightly Amid Unchanged Fair Value Outlook Analysts have made a marginal downward revision to AGC's price target, now set at $4,883.75. This adjustment comes in response to minimal changes in the company’s underlying growth assumptions and profitability metrics.Narrative Update • Oct 03
Architectural Glass And Chemical Capacity Will Redefine Markets
Analysts have raised AGC's price target from $4,758.75 to $4,883.75, citing minor adjustments to their growth and profitability assumptions that have led to a slightly higher valuation. What's in the News Resonac Corporation established the ‘JOINT3’ consortium with 26 other global leaders, including AGC, to develop advanced panel-level organic interposer technology for next-generation semiconductor packaging.Narrative Update • Aug 28
Architectural Glass And Chemical Capacity Will Redefine Markets
With no change in AGC’s consensus analyst price target, discount rate, or future P/E, analysts have maintained their fair value estimate at ¥4759. What's in the News AGC revised down full-year guidance citing production issues in biopharmaceuticals CDMO, lower PVC prices, semiconductor-related product weakness, and impairment losses from structural reforms in Colorado, reducing net sales, operating profit, and profit forecasts.New Narrative • Aug 03
Architectural Glass And Chemical Capacity Will Redefine Markets
Advancements in product offerings, manufacturing expansion, and strategic exits are set to improve AGC's margins, profitability, and growth capacity across core business segments.Shareholder Returns
| 5201 | JP Building | JP Market | |
|---|---|---|---|
| 7D | 2.1% | 1.3% | 1.5% |
| 1Y | 17.8% | 17.1% | 29.1% |
Return vs Industry: 5201 matched the JP Building industry which returned 17.1% over the past year.
Return vs Market: 5201 underperformed the JP Market which returned 29.1% over the past year.
Price Volatility
| 5201 volatility | |
|---|---|
| 5201 Average Weekly Movement | 4.6% |
| Building Industry Average Movement | 2.9% |
| Market Average Movement | 3.8% |
| 10% most volatile stocks in JP Market | 8.5% |
| 10% least volatile stocks in JP Market | 1.9% |
Stable Share Price: 5201 has not had significant price volatility in the past 3 months compared to the JP market.
Volatility Over Time: 5201's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1907 | 52,896 | Yoshinori Hirai | www.agc.com |
AGC Inc. manufactures and sells architectural glass, electronics, chemicals, automotive, and ceramics worldwide. The company offers architectural glass products, including insulated, laminated, wired, toughened, solar control, sound insulation, decorative, float and patterned, and industrial glass, as well as structural glazing systems and industrial glass; automotive glass for displays, sensors and connected drive, windows, and trains; and glass substrates used for thin-film-transistor liquid crystal displays and OLEDs. It also provides synthetic fused silica glass, silicon carbides, CMP slurry, and through glass vias, and glass substrates for semiconductor packaging and anodic bonding; industrial PTFE composite materials and copper clad laminate; optical materials comprising high refractive index glass, DOE diffuser, wave plates, IR cut filter, aspherical glass lenses, micro lens array, and transmission grating; optical film, such as antireflection film, beam splitter, and interference filter; glass frit, pastes, and lid for hermetic sealing; tissue culture products; laboratory glassware; borosilicate glass tubes and rods; and heat resistant glassware.
AGC Inc. Fundamentals Summary
| 5201 fundamental statistics | |
|---|---|
| Market cap | JP¥1.20t |
| Earnings (TTM) | JP¥90.77b |
| Revenue (TTM) | JP¥2.16t |
13.2x
P/E Ratio0.6x
P/S RatioIs 5201 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 5201 income statement (TTM) | |
|---|---|
| Revenue | JP¥2.16t |
| Cost of Revenue | JP¥1.64t |
| Gross Profit | JP¥526.28b |
| Other Expenses | JP¥435.51b |
| Earnings | JP¥90.77b |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
Nov 05, 2026
| Earnings per share (EPS) | 427.31 |
| Gross Margin | 24.32% |
| Net Profit Margin | 4.19% |
| Debt/Equity Ratio | 38.3% |
How did 5201 perform over the long term?
See historical performance and comparisonDividends
3.7%
Current Dividend Yield49%
Payout RatioDoes 5201 pay a reliable dividends?
See 5201 dividend history and benchmarks| AGC dividend dates | |
|---|---|
| Ex Dividend Date | Dec 29 2026 |
| Dividend Pay Date | Mar 30 2027 |
| Days until Ex dividend | 98 days |
| Days until Dividend pay date | 189 days |
Does 5201 pay a reliable dividends?
See 5201 dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/22 00:23 |
| End of Day Share Price | 2026/09/18 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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 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
AGC Inc. is covered by 23 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.
| Analyst | Institution |
|---|---|
| Eric Lee | Barclays |
| Timothy Luke | Barclays |
| Alberto Moel | Bernstein |