Socionext designs custom system-on-chip ASICs and multimedia LSIs for automotive, digital TV, networking and data-center customers, and it sells them under build-to-order contracts rather than off the shelf. Its edge is the embedded IP and design services that let fabless customers get to tape-out faster, which keeps a 44.3% gross margin even while the operating line is still slightly negative at -1.7%. Revenue growth of 13.0% and a forward P/E of 12.3 against a trailing 42.7 suggest the market expects earnings to recover sharply as higher-margin custom wins ramp and fixed costs are absorbed. The real question for a deeper look is whether that gap between trailing and forward earnings is a genuine inflection or a sequence of optimistic estimates, and the 6.0% ROE says the current return on equity has not yet caught up with the story.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | ¥1860 | first publication | ¥1762 |
Answered from Socionext Inc. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 6526.T Socionext Inc. | ¥1755.50 | - | - | 40.5x | 6.0% | 44 | 43 |
| PLUG Plug Power Inc. Common Stock | $1.38 | - | - | - | -145.0% | 22 | 17 |
| LIGHT.AS Signify N.V. | €14.14 | €20 | 29% below | 11.9x | 6.0% | 52 | 44 |
| AQ.ST AQ Group AB (publ) | kr 226.20 | kr 148 | 53% above | 27.3x | 15.2% | 72 | 71 |
| LAND.SW Landis+Gyr Group AG | CHF 51.00 | CHF 38 | 35% above | 44.9x | 3.4% | 47 | 58 |
| PLPC Preformed Line Products Company Common Stock | $331.72 | $146 | 128% above | 37.1x | 9.0% | 60 | 68 |
| ENR Energizer Holdings Inc. Common Stock | $23.43 | $9 | 156% above | 19.0x | 42.2% | 57 | 56 |
Where 6526.T ranks against its sector peers on each metric.