Shin-Etsu Chemical raised its fiscal 2026 (ending March 2027) capital expenditure guidance by JPY 3 billion (9%) after reporting September-quarter results. The quarter’s revenue and operating margin were JPY 758 billion and 28%, up 4% and 174 basis points, respectively.
Shin-Etsu’s scale in PVC and silicon wafers confers cost advantages in both raw materials and end products.
Shin-Etsu’s integrated model may hide internal inefficiencies compared with pure-play chemical stocks.
Metric | 4063 | 3436 | ENTG |
|---|---|---|---|
Price/Earnings (Normalized) | 23.38 | 120.58 | 48.17 |
Price/Book Value | 2.41 | 1.34 | 5.44 |
Price/Sales | 4.23 | 1.81 | 6.71 |
Price/Cash Flow | 14.50 | 6.88 | 27.94 |
Metric | 4063 | 3436 | ENTG |
|---|---|---|---|
Quick Ratio | 4.21 | 1.46 | 1.41 |
Current Ratio | 5.94 | 3.37 | 2.66 |
Interest Coverage | 239.57 | −5.96 | 3.29 |
Metric | 4063 | 3436 | ENTG |
|---|---|---|---|
Return on Assets (Normalized) | 12.95% | −1.89% | 6.77% |
Return on Equity (Normalized) | 16.23% | −3.75% | 14.02% |
Return on Invested Capital (Normalized) | 14.06% | −2.03% | 9.46% |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| Shin-Etsu Chemical Co Ltd DR SHECY | — | LOCK|xT | $65B | |||
| Shin-Etsu Chemical Co Ltd SHECF | — | LOCK|?$% | $65B | |||
| Basf SE BFFAF | — | LOCK|C#Q | $52B | |||
| Basf SE ADR BASFY | LOCK|@tdPMx | LOCK|j^w | $52B | |||
| Dow Inc DOW | LOCK|^ck | LOCK|VQm | $24B | |||
| Resonac Holdings Corp SHWDF | — | LOCK|XB^z% | $15B | |||
| Resonac Holdings Corp ADR SHWDY | — | LOCK|@!?Xf | $15B | |||
| Ganfeng Lithium Group Co Ltd ADR GNENY | — | LOCK|&s%P | $10B | |||
| Celanese Corp Class A CE | LOCK|Rp | LOCK|>xl | $6B | |||
| Olin Corp OLN | LOCK|@wtlrK# | LOCK|sL | $2B |
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