ROHM Co., Ltd.

TSE:6963 Stock Report

Market Cap: JP¥836.6b

ROHM Valuation

Is 6963 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

1/6

Valuation Score 1/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 6963 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
JP¥1.20k
Fair Value
81.3% overvalued intrinsic discount
11
Number of Analysts

Below Fair Value: 6963 (¥2167.5) is trading above our estimate of fair value (¥1195.77)

Significantly Below Fair Value: 6963 is trading above our estimate of fair value.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for 6963?

Key metric: As 6963 is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for 6963. This is calculated by dividing 6963's market cap by their current revenue.
What is 6963's PS Ratio?
PS Ratio1.9x
SalesJP¥446.40b
Market CapJP¥836.62b

Price to Sales Ratio vs Peers

How does 6963's PS Ratio compare to its peers?

The above table shows the PS ratio for 6963 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average2.1x
6526 Socionext
2.8x13.52%JP¥482.2b
285A Kioxia Holdings
1.5x5.95%JP¥2.4t
6723 Renesas Electronics
2.5x8.35%JP¥3.2t
6707 Sanken Electric
1.6x2.12%JP¥154.5b
6963 ROHM
1.9x6.21%JP¥836.6b

Price-To-Sales vs Peers: 6963 is good value based on its Price-To-Sales Ratio (1.9x) compared to the peer average (2.1x).


Price to Sales Ratio vs Industry

How does 6963's PS Ratio compare vs other companies in the JP Semiconductor Industry?

2 CompaniesPrice / SalesEstimated GrowthMarket Cap
3856 Abalance
0.2xn/aUS$150.38m
3374 Naigai Tec
0.2xn/aUS$50.98m
No more companies available in this PS range
6963 1.9xIndustry Avg. 1.8xNo. of Companies9PS01.22.43.64.86+
2 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: 6963 is expensive based on its Price-To-Sales Ratio (1.9x) compared to the JP Semiconductor industry average (1.8x).


Price to Sales Ratio vs Fair Ratio

What is 6963's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

6963 PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio1.9x
Fair PS Ratio1.4x

Price-To-Sales vs Fair Ratio: 6963 is expensive based on its Price-To-Sales Ratio (1.9x) compared to the estimated Fair Price-To-Sales Ratio (1.4x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 6963 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentJP¥2,167.50
JP¥2,021.82
-6.72%
15.88%JP¥2,550.00JP¥1,300.00n/a11
Sep ’26JP¥2,179.50
JP¥1,966.36
-9.78%
15.71%JP¥2,550.00JP¥1,300.00n/a11
Aug ’26JP¥1,920.50
JP¥1,774.55
-7.60%
11.63%JP¥2,000.00JP¥1,300.00n/a11
Jul ’26JP¥1,844.50
JP¥1,720.00
-6.75%
12.93%JP¥2,000.00JP¥1,300.00n/a10
Jun ’26JP¥1,567.00
JP¥1,603.00
+2.30%
14.23%JP¥2,000.00JP¥1,250.00n/a10
May ’26JP¥1,314.50
JP¥1,609.00
+22.40%
14.91%JP¥2,000.00JP¥1,200.00n/a10
Apr ’26JP¥1,431.00
JP¥1,654.00
+15.58%
10.72%JP¥2,000.00JP¥1,400.00n/a10
Mar ’26JP¥1,489.00
JP¥1,790.00
+20.21%
28.64%JP¥2,900.00JP¥1,200.00n/a10
Feb ’26JP¥1,488.00
JP¥1,836.36
+23.41%
27.40%JP¥2,900.00JP¥1,200.00n/a11
Jan ’26JP¥1,485.50
JP¥1,900.00
+27.90%
27.39%JP¥2,900.00JP¥1,200.00n/a11
Dec ’25JP¥1,405.00
JP¥1,918.18
+36.53%
26.75%JP¥2,900.00JP¥1,200.00n/a11
Nov ’25JP¥1,652.00
JP¥2,122.73
+28.49%
26.83%JP¥2,900.00JP¥1,200.00n/a11
Oct ’25JP¥1,715.00
JP¥2,197.27
+28.12%
29.40%JP¥3,150.00JP¥1,200.00n/a11
Sep ’25JP¥1,825.00
JP¥2,447.00
+34.08%
19.56%JP¥3,150.00JP¥1,600.00JP¥2,179.5010
Aug ’25JP¥1,990.00
JP¥2,609.09
+31.11%
17.54%JP¥3,200.00JP¥1,750.00JP¥1,920.5011
Jul ’25JP¥2,130.00
JP¥2,797.92
+31.36%
21.10%JP¥3,875.00JP¥1,750.00JP¥1,844.5012
Jun ’25JP¥2,028.00
JP¥2,827.08
+39.40%
21.76%JP¥3,875.00JP¥1,750.00JP¥1,567.0012
May ’25JP¥2,305.50
JP¥3,106.25
+34.73%
16.55%JP¥3,875.00JP¥2,100.00JP¥1,314.5012
Apr ’25JP¥2,426.00
JP¥3,229.17
+33.11%
13.28%JP¥3,875.00JP¥2,100.00JP¥1,431.0012
Mar ’25JP¥2,568.50
JP¥3,279.17
+27.67%
14.25%JP¥3,875.00JP¥2,100.00JP¥1,489.0012
Feb ’25JP¥2,591.50
JP¥3,383.33
+30.56%
13.53%JP¥3,875.00JP¥2,100.00JP¥1,488.0012
Jan ’25JP¥2,702.50
JP¥3,494.23
+29.30%
13.33%JP¥3,950.00JP¥2,100.00JP¥1,485.5013
Dec ’24JP¥2,743.50
JP¥3,494.64
+27.38%
12.85%JP¥3,950.00JP¥2,100.00JP¥1,405.0014
Nov ’24JP¥2,491.50
JP¥3,544.64
+42.27%
13.27%JP¥4,100.00JP¥2,100.00JP¥1,652.0014
Oct ’24JP¥2,817.00
JP¥3,712.50
+31.79%
11.56%JP¥4,250.00JP¥2,625.00JP¥1,715.0014
Sep ’24JP¥3,040.00
JP¥3,736.67
+22.92%
12.88%JP¥4,350.00JP¥2,625.00JP¥1,825.0015
AnalystPriceTarget
Consensus Narrative from 11 Analysts
JP¥2.02k
Fair Value
7.2% overvalued intrinsic discount
11
Number of Analysts

Analyst Forecast: Target price is lower than the current share price.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/09/21 22:12
End of Day Share Price 2025/09/19 00:00
Earnings2025/06/30
Annual Earnings2025/03/31

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

ROHM Co., Ltd. is covered by 26 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Masaru KoshitaBarclays
Scott FosterBNP Paribas Securities (Asia)
Masashi KubotaBofA Global Research