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Renesas Electronics Corporation designs and manufactures semiconductors including microcontrollers and SoCs used in automotive, industrial, and AI edge computing applications.
Snapshot
| Country |
JPN
|
| Exchange | Tokyo |
| AI Layer |
energychips
|
| Category |
1.70 Power Management Semiconductors
2.60 Semiconductors & Chip Design
|
| Sentiment |
62.0% |
| USD Mkt Cap | 37.94B |
| USD Revenue | 9.66B |
| USD Net Income | 2.22B |
| P/E | 17.15 |
| fwd P/E | 11.36 |
| PEG | 2.55 |
| Price 3M | -29.0% |
| Price 6M | +28.2% |
| Price 1Y | +84.9% |
| Price 2Y | +53.9% |
| USD Share Price | 20.52 |
Price & Size
| Price |
3,192.00 JPY |
| Market Cap |
5.83T JPY |
| Shares Outstanding |
1.83B |
| Shares Float |
1.68B |
| 52w Low |
1,676.00 JPY |
| 52w High |
5,284.00 JPY |
| Avg Volume |
14.29M |
Valuation
| P/E (trailing) |
17.1x |
| P/E (forward) |
11.4x |
| P/B |
2.05x |
| Enterprise Value |
6.62T JPY |
| Book Value / Share |
1,559.32 JPY |
| PEG Ratio |
2.55x |
| P/S |
3.93x |
| EV / Revenue |
4.46x |
| EV / EBITDA |
14.81x |
Income
| Revenue |
1.49T JPY |
| Revenue / Share |
818.34 JPY |
| EBITDA |
447.30B JPY |
| Net Income |
340.91B JPY |
| EPS (trailing) |
186.09 JPY |
| EPS (forward) |
280.95 JPY |
Margins & Profitability
| Gross Margin |
58.8% |
| Operating Margin |
23.9% |
| Profit Margin |
22.9% |
| EBITDA Margin |
30.1% |
| Return on Equity |
14.0% |
| Return on Assets |
5.5% |
Cash & Debt
| Total Cash |
376.02B JPY |
| Total Debt |
1.16T JPY |
| Free Cash Flow |
-71.83B JPY |
| Operating Cash Flow |
511.69B JPY |
| Debt / Equity |
0.41x |
| Current Ratio |
1.85x |
| Quick Ratio |
0.92x |
Dividend
| Rate |
28.00 JPY |
| Yield |
0.9% |
| Payout Ratio |
15.0% |
| Ex-Date |
2025-12-29 |
Analyst Consensus
| Target (Mean) |
5,065.38 JPY |
| Target (Median) |
5,500.00 JPY |
| Target (High) |
6,800.00 JPY |
| Target (Low) |
2,000.00 JPY |
| Recommendation |
none |
| # Analysts |
13 |
Identifiers
| ISIN | JP3164720009 |
| FIGI | BBG000MHQMZ2 |
| SEDOL | B1R7V03 |
Sentiment 62.0%
as of Sep 12, 2026
Positive drivers
Renesas reported strong demand for its automotive and industrial MCUs tied to AI-enabled edge computing in vehicles and factories during the period. Strategic partnerships with major AI software firms boosted investor confidence in its long-term growth trajectory. Positive analyst upgrades highlighted the company's expanding role in the global semiconductor supply chain for AI applications.
Neutral / mixed
Global chip market fluctuations and ongoing geopolitical tensions created mixed signals without clear directional impact. Renesas maintained steady revenue guidance amid broader economic uncertainty in Asia. Investor focus remained balanced between short-term earnings and longer-term AI R&D investments.
Negative drivers
Delays in certain advanced node production lines raised concerns over competitive positioning against larger peers. Rising input costs and currency headwinds from a stronger yen pressured margins in Q3 reporting. Sector-wide selloffs in tech stocks spilled over, amplifying volatility for Renesas shares.
Bottom line
Sentiment leans mildly positive driven by AI-related tailwinds, tempered by execution risks and macro pressures. Overall outlook remains constructive for the AI-exposed semiconductor player.