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Rohm Co Ltd 6963

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Stock XTKS Rating as of
¥5,206.00 +101.00 (1.98%)
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As of Delayed Price Open

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We See Strong Growth Prospects for Rohm Driven by Rising Power Chip Density in EVs and AI Servers

Jing Jie Yu

We believe that Rohm Semiconductor is well positioned for growth over the next five years, driven by cyclical and structural tailwinds from the automotive industry. Electrification continues to be the primary driver for automotive power chips as electric powertrains require more semiconductors for power management and distribution. Power chips account for 15% of the semiconductor cost of a traditional internal combustion engine vehicle. The total cost of these power chips increases tremendously with electrification, up to 50% of semiconductor costs in battery electric vehicles.

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Price vs Fair Value

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6963 is trading at a LOCK|cq&d@Y premium.
Price
¥5,105.00
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Japan’s automotive market still has a long electrification runway. Strong brand loyalty that local automakers have with Rohm presents strong growth opportunities as EV penetration inevitably increases.

Bears

The continued shift in China toward domestic chip procurement among automotive brands and improving quality of domestic automotive chips could weaken Rohm’s position as a supplier for premium Chinese brands.

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Trading Information

Previous Close Price
¥5,105.00
Day Range
¥4,968.00–5,233.00
52-Week Range
¥1,950.00–6,099.00
Bid/Ask
¥5,205.00 / ¥5,207.00
Shares Outstanding
386.04M
Market Cap
¥2.01T
Volume/Avg
3M / 4M

Key Statistics

Price/Earnings (Normalized)
82.55
Price/Sales
4.61
Dividend Yield (Trailing)
0.98%
Dividend Yield (Forward)
0.98%
Dividend Payment Schedule
Jun, Dec
Total Yield
1.01%

Company Profile

Rohm Semiconductor is a Japanese semiconductor manufacturer that designs and manufactures analog chips and devices, primarily focused on power management integrated circuits and discrete semiconductor devices. Rohm was a pioneer in double-trench technology for compound semiconductor products, enabling much higher power density and reduced electrical resistance.Rohm has a global manufacturing footprint, with its major production facilities in Japan, Southeast Asia, China and Germany. The company’s chips are used for power management operations in electronics and machines across automotive, industrial and consumer industries. The company primarily serves the Japanese market, with 52% of its revenue coming from Japan-based customers as of fiscal 2025.
Sector
Technology
Industry
Semiconductors
Stock Style Box
Large Growth
Total Number of Employees
21,756
Website
https://www.rohm.co.jp

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Valuation

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Metric
6963
IFNNY
ON
Price/Earnings (Normalized)
 82.5549.0430.18
Price/Book Value
 2.554.404.32
Price/Sales
 4.614.855.21
Price/Cash Flow
 29.3321.6220.21
Price/Earnings
6963
IFNNY
ON

Financial Strength

Metric
6963
IFNNY
ON
Quick Ratio
 2.960.742.27
Current Ratio
 4.171.733.46
Interest Coverage
 −106.016.3011.39
Quick Ratio
6963
IFNNY
ON

Profitability

Metric
6963
IFNNY
ON
Return on Assets (Normalized)
 2.05%6.33%8.26%
Return on Equity (Normalized)
 3.37%11.55%13.94%
Return on Invested Capital (Normalized)
 1.71%8.71%9.44%
Return on Assets
6963
IFNNY
ON

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