DENSO Stock Analysis (March 2026) | Price Data & Price Target

DENSO

TSE:6902

¥ 1.953,50

+ ¥9,00 (0,46%)

1.953,50 ¥

+¥9,00 (0,46%)

End-of-day quote: 03/27/2026

DENSO Stock Value

The current analyst rating for DENSO is Outperform.

Outperform

DENSO Company Info

EPS Growth 5Y

45,85%

Market Cap

¥5.234,49 B

Long-Term Debt

¥447,02 B

Annual earnings

04/24/2026

Dividend

¥64,27

Dividend Yield

3,29%

Founded

1949

Industry

Consumer Discretionary

Country

Japan

Website

DENSO

ISIN Number

JP3551500006

Website

http://www.denso.com/global/en/

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

¥2.300,00

17.74%

Last Update: 03/27/2026

Analysts: 16

Highest Price Target ¥2.800,00

Average Price Target ¥2.300,00

Lowest Price Target ¥2.000,00

In the last five quarters, DENSO’s Price Target has fallen from ¥3.384,00 to ¥2.727,50 - a -19,40% decrease. Sixteen analysts predict that DENSO’s share price will increase in the coming year, reaching ¥2.300,00. This would represent an increase of 17,74%.

Top growth stocks in the consumer discretionary sector (5Y.)

What does DENSO do?

DENSO Corporation is a global automotive supplier. Business Segments The company's reportable segments primarily revolve around the manufacturing and selling of automotive parts across different geographical regions. The company has structured its operations into four key segments: Japan, North America, Europe, and Asia. This system allows for the optimization of production and supply, tailored to meet the demands of regional markets effectively. Japan Segment: The company oversees its busin...

DENSO Corporation is a global automotive supplier.

Business Segments

The company's reportable segments primarily revolve around the manufacturing and selling of automotive parts across different geographical regions. The company has structured its operations into four key segments: Japan, North America, Europe, and Asia. This system allows for the optimization of production and supply, tailored to meet the demands of regional markets effectively.

Japan Segment:

The company oversees its business activities in Japan, focusing on innovation and quality manufacture. The segment comprises a wide range of automotive components and systems designed to meet local market needs while ensuring compliance with stringent safety and environmental regulations.

North America Segment:

Managed by DENSO International America, Inc., this segment encompasses operations in the United States, Canada, and Mexico. This region has witnessed substantial growth due to the resurgence of vehicle sales and increasing demand for advanced automotive technologies. The company has invested significantly in this region, launching various initiatives to enhance production capabilities and cater to the growing electrification of vehicles.

Europe Segment:

DENSO International Europe B.V. oversees the European operations, focusing on fostering partnerships with local manufacturers and expanding its product lines. This segment has benefitted from the region's commitment to emissions reduction and has introduced numerous innovative solutions that meet European regulations for environmental sustainability.

Asia Segment:

Comprising operations in countries such as Thailand, Malaysia, Indonesia, India, Taiwan, China, and Korea, this segment is key for the company as it seeks to tap into the robust growth potential of Asian automotive markets. The collaboration between DENSO International Asia Co., Ltd. and regional manufacturing plants ensures a solid supply chain that delivers efficiency and quality.

Business Strategy

The company has adopted a comprehensive business strategy anchored on its Long-term Policy 2030 and Mid-term Policy for 2025. The strategies are designed to address evolving global challenges such as climate change, aging societies, and traffic safety while enhancing the company's resilience amidst economic fluctuations.

Central to the company's strategy is a commitment to human resource development, emphasizing diversity, inclusion, and fostering a corporate culture that encourages innovation and adaptability.

The company is also pursuing a business portfolio reform aimed at enhancing profitability and creating new value propositions that align with societal needs. This involves leveraging its technological expertise to advance electrification and smart mobility, ultimately contributing to a greener and safer planet.

Furthermore, the company adopts a proactive approach towards risk management, putting systems in place to mitigate potential operational risks while ensuring that high safety and quality standards are maintained. This strategic risk management allows the company to remain adaptive in a volatile market, enhancing its competitive advantage both operationally and financially.

Products and Services

The company's extensive product portfolio spans a wide range of automotive components and systems. The primary offerings include but are not limited to:

Air Conditioning Systems: The company designs and manufactures advanced air conditioning systems that improve vehicle comfort while adhering to environmental regulations.

Engine Management Systems: These systems enhance engine performance and fuel efficiency by optimizing engine control functions.

Electronic Components: The company produces a variety of electronic parts, including sensors and control units that are integral to modern automotive technologies.

Thermal Systems: The company provides thermal management systems which are crucial for maintaining optimal operating conditions within vehicles.

Safety Systems: The company is developing advanced safety features, including collision avoidance systems and driver assistance technologies that enhance vehicle safety.

Electrification Solutions: As the automotive industry shifts towards electrification, the company is heavily investing in products that support electric and hybrid vehicles.

Mobility Solutions: With the future of transportation leaning towards smart and connected vehicles, the company is dedicated to providing solutions that facilitate efficient mobility.

Geographical Markets Served

The company operates extensively across various geographical markets which include Japan, North America, Europe, and Asia.

Seasonality

The company's business is influenced by seasonality, driven largely by automotive production cycles, consumer demand fluctuations, and geographical factors. Historically, automotive sales tend to spike in certain seasons, notably in spring and summer, while the demand can wane during the winter months due to adverse weather conditions and reduced consumer activity.

Customers and Market Segmentation

The company serves a diverse array of customers, primarily focusing on automotive manufacturers. The company's major customer is Toyota Motor Corporation, which accounts for substantial revenue across different geographical segments. The company's customer base includes various international and regional vehicle manufacturers, reflecting its strategic partnerships across the industry.

Marketing and Distribution Channels

The company employs a multifaceted approach to sales and marketing, aligning strategies with its various markets. The core of the company's marketing strategy revolves around building strong relationships with automotive manufacturers and leveraging global and regional distribution channels.

The distribution channels are primarily based on direct relationships with automotive clients, supported by an extensive network of regional offices and subsidiaries. The company's marketing approach includes participation in major automotive exhibitions, direct customer engagements, and promoting the benefits of its advanced technologies through digital platforms. The proactive marketing strategy ensures the company remains visible and relevant in the highly competitive automotive sector.

History

DENSO Corporation was founded in 1949. It was incorporated in 1949.

DENSO Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by sectors:** - Automotive components: approx. 85% - Industrial and consumer goods: approx. 10% - Other: approx. 5% **TOP 3 markets:** - Japan: approx. 40% - North America: approx. 30% - Europe: approx. 20% DENSO Corporation generates the majority of its revenue from the aut...

At which locations are the company’s products manufactured?

**Production Sites:** - Japan - North America - Europe - Asia (including China, Thailand, India) - South America DENSO Corporation, a leading automotive supplier, produces its products worldwide in various regions. The company has strategically distributed its production facilities to e...

What strategy does DENSO pursue for future growth?

**Focus on Electrification and Autonomous Driving** **Investments in Research and Development:** 10% of revenue (2024) **Partnerships and Collaborations:** Collaboration with Toyota and other automotive manufacturers DENSO Corporation pursues a strategy that is strongly focused on electrifica...

Which raw materials are imported and from which countries?

**Main raw materials:** Semiconductors, steel, aluminum, plastics **Countries of origin:** - **Semiconductors:** Taiwan, South Korea, USA - **Steel:** China, Japan, South Korea - **Aluminum:** Australia, Canada, China - **Plastics:** Saudi Arabia, USA, Germany DENSO Corporation, as a leading autom...

How strong is the company’s competitive advantage?

**Market share in the automotive supplier industry:** 10% (estimated 2025) **Research & Development expenses:** 9% of revenue (2024) **Patents:** Over 10,000 active patents (2024) DENSO Corporation is considered one of the leading automotive suppliers worldwide, especially in the areas of a...

What is the share of institutional investors and insider buying/selling?

**Institutional investor share:** 65% (estimated, 2025) **Insider purchases/sales:** No significant transactions in the last year (2025) The institutional investor share in DENSO Corporation is estimated at 65%. This suggests that a large portion of the shares are held by major investment funds,...

What percentage market share does DENSO have?

**Market share of DENSO Corporation:** 8% (estimated, 2025) **Main competitors and their market shares:** 1. **Bosch:** 12% 2. **Continental AG:** 10% 3. **ZF Friedrichshafen AG:** 9% 4. **DENSO Corporation:** 8% 5. **Magna International:** 7% 6. **Aisin Seiki Co., Ltd.:** 6% 7. **Valeo:** 5% 8. **...

Is DENSO stock currently a good investment?

**Revenue Growth:** 8.5% (2024) **R&D Expenses:** 9.1% of revenue (2024) **Market Share in the Automotive Sector:** 15% (2024) DENSO Corporation recorded a revenue growth of 8.5% in 2024, attributed to strong demand for its automotive components and systems. The company continues to inves...

Does DENSO pay a dividend – and how reliable is the payout?

**Dividend yield:** 2.5% (2025, estimated) **Dividend history:** Continuous payout over the last 5 years The DENSO Corporation has regularly distributed dividends to its shareholders in recent years. The estimated dividend yield for the year 2025 is around 2.5%. This indicates a solid dividend...

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DENSO Stock Value

DENSO Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the consumer discretionary sector (5Y.)

What does DENSO do?

DENSO Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

DENSO Stock Value

DENSO Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the consumer discretionary sector (5Y.)

What does DENSO do?

DENSO Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.