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Earnings transcript
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6723
6723.T
Renesas Electronics Corporation
$2919
-81
(-2.7%)
| Exchange: | JPX |
| Market Cap: | 5.334T |
| Shares Outstanding: | 1.846B |
Delayed data
About The Company
| Sector: | TechnologyView sector performance | |||||
| Industry: | SemiconductorsView industry performance | |||||
| CEO: | Hidetoshi Shibata | |||||
| Full Time Employees: | 21490 | |||||
| Address: |
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| Website: | https://www.renesas.com |
Renesas Electronics Corporation, headquartered in Tokyo, Japan, is a global technology firm specializing in semiconductors. Its comprehensive activities span the entire product lifecycle, from initial research, development, and design through manufacturing, sales, and post-sales servicing. The company operates extensively across key international markets, including Japan, China, North America, Europe, and the broader Asian continent. Its business structure is organized into two primary segments: Automotive Business, and Industrial, Infrastructure, and Internet of Things (IoT) Business. Renesas offers a vast and diverse portfolio of products. This includes advanced microcontrollers (MCUs) and microprocessors, alongside sophisticated system-on-chips (SoCs). Their extensive range also features analog and mixed-signal integrated circuits, such as amplifiers, data converters, and various radio frequency (RF) components like mixers and synthesizers. Power management solutions are a significant focus, encompassing battery management units, DC converters, linear regulators, MOSFETs, motor drivers, and wireless power technologies. For connectivity, they provide wireless modules, industrial Ethernet components, USB switches and hubs, and numerous interface ICs. Additionally, the company supplies precision timing and clocking devices, a wide selection of memory and logic products, and a comprehensive suite of sensors for environmental, flow, light, position, bio, and temperature applications, along with their crucial signal conditioning units. These semiconductor solutions are vital across a multitude of industries, including automotive, communication and computing infrastructure, consumer electronics, industrial sectors, the Internet of Things, medical and healthcare, and power and energy. Renesas Electronics Corporation was incorporated in 2002.
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Revenue Segmentation
Industry Peers
| TICKER | COMPANY | MKT CAP | P/E | FWD P/E | ROIC |
|---|---|---|---|---|---|
 6723.T | Renesas Electronics Corporation | 5.33T | 16.2 | 1,837 | 7.1% |
 NVDA | NVIDIA Corporation | 5.11T | 26.9 | 45.2 | 59.5% |
 TSM | Taiwan Semiconductor Manufacturing Com… | 2.13T | 24.6 | 24.6 | 28.8% |
 AVGO | Broadcom Inc. | 1.53T | 40.8 | 27.5 | 24.0% |
 MU | Micron Technology, Inc. | 963.4B | 11.7 | 11.5 | 50.4% |
 SKHY | SK hynix Inc. | 933.7B | 5.6 | 5.0 | 34.2% |
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 1,469,415,000 | 1,348,479,000 | 1,321,212,000 |
| Gross Profit | 834,628,000 | 752,396,000 | 636,220,000 |
| EBITDA | 557,312,000 | 452,773,000 | 404,415,000 |
| Operating Income | 390,766,000 | 222,977,000 | 233,256,000 |
| Net Income | 337,086,000 | 219,084,000 | -51,763,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 3,167,003,000 | 4,490,436,000 | 4,177,163,000 |
| Total Liabilities | 1,161,415,000 | 1,948,138,000 | 1,728,712,000 |
| Total Stockholders Equity | 2,001,553,000 | 2,537,382,000 | 2,443,034,000 |
| Total Debt | 667,660,000 | 1,422,777,000 | 1,206,567,000 |
| Cash and Cash Equivalents | 434,681,000 | 229,249,000 | 295,897,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 491,203,000 | 325,483,000 | 437,023,000 |
| Capital Expenditure | -88,223,000 | -129,889,000 | -89,151,000 |
| Free Cash Flow | 402,980,000 | 195,594,000 | 347,872,000 |
| Net Income | 337,086,000 | 219,084,000 | -51,763,000 |
| Net Change in Cash | 98,613,000 | -205,432,000 | 66,648,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 2,145,196,102.589 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 2,649,821,562.545 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 2,512,002,000 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 753,736,948.752 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 919,712,714.788 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 874,382,644.045 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 429,922,754.059 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 568,504,368.695 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 530,655,985.493 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 612,885,441.979 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 757,057,621.709 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 717,682,385.384 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 293.700 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 314.650 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 237.950 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 6 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 2 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MarketSnap estimates 6723.T intrinsic value between $26.94 – $30.96 per share. This depends on revenue growth, margins, and discount rate.
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Common questions about 6723.T valuation
Is Renesas Electronics Corporation (6723.T) overvalued or undervalued right now?
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What is 6723.T’s P/E ratio?
You can see 6723.T’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
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6723.T
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Daily snapshot
-2.7
Trading Metrics:
| Open: | 3063 | Previous Close: | 3000 | |
| Day Low: | 2888 | Day High: | 3074 | |
| Year Low: | 1753 | Year High: | 5284 | |
| Price Avg 50: | 3415.38 | Price Avg 200: | 3375.89 | |
| Volume: | 13.013M | Average Volume: | 14.002M |
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