Market cap ¥6.68TNext earnings 2026-11-10Updated Oct 24, 2026 · valuation updating
Our verdict
No fair value
We are missing the financial data our models need for this company. It will appear once the data arrives.
Not valued: there are no financial statements on file yet.
ACCE opinionFujikura Ltd. (5803.T)
Fair value
Not available
ACCE price target
¥4833
Rating
Not rated
Horizon
12 months
ACCE price target published on 22 Oct 2026, 15:59 CEST.
Price used: ¥4037 at the close on 23 Oct 2026, 08:30 CEST.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
59
out of 100
P/E
45.3x
forward 13.3x
1-year return
+40.5%
Dividend yield
0.93%
Fujikura Ltd. in four questions
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Overview
ACCE thesis
Fujikura makes optical fiber, fiber-optic cable assemblies and high-speed connectors, and its ability to supply hyperscale data centers and telecom networks is the core of the franchise. The company's 39.0% ROE and 26.1% operating margin point to pricing power that few industrial suppliers enjoy. The forward P/E of 13.5 against a trailing P/E of 45.9 implies earnings are expected to rise sharply, and that gap is the first thing to test. Growth data is not available in this dataset, so the earnings recovery and the durability of AI-driven fiber and connector demand need to be verified in the filings before any conclusion. The name merits a deeper look mainly on the margin profile and the gap between trailing and forward earnings.
⚠ Investor warnings · 2 flagsAI-assisted·How I use AI
moderate
Rich trailing multiples
Trailing P/E of 45.9 and EV/EBITDA of 25.6 look expensive against a forward P/E of 13.5, so the stock is priced on a sharp earnings step-up that has to hold.
moderate
Price below ACCE target
The stock trades 16.5% below the ACCE price target of ¥4833.00, which is itself a model output and not a guarantee of upside from ¥4037.00.
AI research notes
AI-assisted·How I use AIWritten Oct 22, 2026 · figures from 2026-10-22 · prices to Oct 23, 2026
Why it could do well
Revenue has grown at an average of 62.1% a year over five years, a pace few industrial companies can match.
Return on equity of 39.0% shows the business earns strong returns on the capital shareholders have put in.
Analysts' mean price target of JPY 7228.46 sits 77.3% above the current share price, suggesting strong expected upside.
Why it could disappoint
The trailing P/E of 45.9x is far above the forward P/E of 13.5x, so the price relies on a large earnings jump that has not yet happened.
The share price trades 16.5% below the ACCE price target of ¥4833.00, which leaves a smaller margin of safety than the analysts' target implies.
The dividend yield of 0.9% gives shareholders little income while they wait for the expected earnings growth to arrive.
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