AGC Inc. (ASGLY)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
AGC Inc. (ASGLY) trades at $8.56 with AI Score 49/100 (Grade C). AGC Inc. (ASGLY) is a leading global manufacturer of specialty glass, chemicals, and ceramics, headquartered in Tokyo, Japan. Market cap: $9.09B, Sector: Basic materials.
Price live · AI analysis from Jun 14, 2026Analyst Coverage for ASGLY: ASGLY does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates ASGLY against Basic Materials peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
ASGLY: the 1 perspectives are evenly split.
How is this calculated? →AGC Inc. (ASGLY) Materials & Commodity Exposure
AGC Inc. stands out in the specialty chemicals sector with a comprehensive portfolio that includes advanced glass products, chemicals, and ceramics, serving various industries globally, and maintaining a strong market presence with a focus on innovation and sustainability.
What Is the Investment Thesis for ASGLY?
AGC Inc. presents a robust investment thesis characterized by its diverse product portfolio and strong market positioning in the specialty chemicals and glass sectors. With a market capitalization of $9.09B and a P/E ratio of 17.17, the company demonstrates solid profitability, reflected in a profit margin of 4.1% and a gross margin of 24.5%. Key growth catalysts include increasing demand for advanced glass products in electronics and automotive industries, alongside the expansion of its specialty chemicals segment. The company is also poised to benefit from global trends towards sustainability, particularly in its production processes and product offerings. However, potential risks include fluctuations in raw material prices and competition from peers such as Resonac Holdings Corporation (SHWDY) and Nitto Denko Corporation (NDEKY). Overall, AGC Inc.'s strategic focus on innovation and expanding its market presence positions it well for future growth.
Based on FMP financials and quantitative analysis
ASGLY Key Highlights
- Market capitalization of $9.09B, indicating a strong market presence.
- P/E ratio of 17.17, suggesting reasonable valuation relative to earnings.
- Profit margin of 4.1%, reflecting operational efficiency.
- Gross margin of 24.5%, indicating strong product pricing power.
- Dividend yield of 2.99%, providing a return to shareholders.
Who Are ASGLY's Competitors?
ASGLY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| SHWDY Resonac Holdings Corporation | $108.90 | -8.58% | $19.71B | — |
| NDEKY Nitto Denko Corporation | $19.98 | -0.15% | $13.46B | 43 |
| SCVUF The Siam Cement Public Company Limited | $6.19 | -13.57% | $7.43B | 47 |
| EVKIY Evonik Industries AG | $9.12 | +0.16% | $8.50B | 39 |
| OCLDY Orica Limited | $17.00 | +0.59% | $7.88B | 48 |
| HGRAF HydroGraph Clean Power Inc. | $3.43 | -3.11% | $1.20B | 69 |
| LWLG Lightwave Logic, Inc. | $7.46 | +1.29% | $1.15B | 69 |
| COOSF Carbios SAS | $6.50 | -9.09% | $109.66M | 69 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ASGLY's Key Strengths?
- Diverse product portfolio across multiple high-demand industries.
- Strong R&D capabilities driving innovation.
- Established global presence with a significant market share.
- Commitment to sustainability enhancing brand reputation.
What Are ASGLY's Weaknesses?
- Exposure to fluctuations in raw material prices.
- Dependence on cyclical industries such as construction and automotive.
- Limited brand recognition outside of core markets.
- Potential challenges in scaling production for new technologies.
What Could Drive ASGLY Stock Higher?
- Expansion of product lines in sustainable materials to meet growing market demand.
- Continued investment in R&D to enhance product offerings and technological capabilities.
- Strategic partnerships with automotive and electronics manufacturers to drive sales growth.
- Launch of new glass products designed for energy efficiency and smart technologies.
- Strengthening of global supply chains to improve operational efficiency.
What Are the Key Risks for ASGLY?
- Fluctuations in raw material prices impacting profit margins.
- Intense competition from established players in the specialty chemicals market.
- Regulatory changes affecting production processes and costs.
- Economic downturns that could reduce demand in key sectors.
What Are the Growth Opportunities for ASGLY?
- Growth opportunity 1: The global market for architectural glass is projected to reach $200 billion by 2027, driven by increasing urbanization and infrastructure development. AGC Inc. can leverage its extensive product range in this sector, including energy-efficient and aesthetically appealing glass solutions, to capture a significant share of this growing market.
- Growth opportunity 2: The demand for advanced display materials, particularly for OLED and LCD screens, is expected to grow at a CAGR of 7% through 2026. AGC Inc.'s expertise in producing high-quality glass substrates positions it well to benefit from this trend, especially as consumer electronics continue to evolve.
- Growth opportunity 3: The specialty chemicals market, particularly in the area of sustainable materials, is anticipated to grow significantly, with a focus on eco-friendly products. AGC Inc.'s commitment to sustainability and innovation in chemical production can enhance its competitive advantage and market share in this segment.
- Growth opportunity 4: The automotive glass market is expected to grow by 5% annually, driven by advancements in vehicle technology and safety features. AGC Inc. can capitalize on this growth by expanding its offerings of integrated glass antennas and privacy glass, catering to the evolving needs of automotive manufacturers.
- Growth opportunity 5: The global ceramics market, particularly for high-performance ceramics, is projected to reach $60 billion by 2025. AGC Inc.'s diverse range of ceramic products, including abrasion-resistant ceramics and 3D printing materials, positions it to capture growth in this expanding market.
What Opportunities Does ASGLY Have?
- Growing demand for sustainable materials in specialty chemicals.
- Expansion opportunities in emerging markets.
- Increasing urbanization driving architectural glass demand.
- Technological advancements in electronics creating new product needs.
What Threats Does ASGLY Face?
- Intense competition from established players and new entrants.
- Economic downturns affecting demand in key sectors.
- Regulatory changes impacting production processes.
- Supply chain disruptions affecting raw material availability.
What Are ASGLY's Competitive Advantages?
- Strong brand reputation built over more than a century in the industry.
- Extensive R&D capabilities leading to innovative product development.
- Diverse product portfolio catering to multiple high-growth sectors.
- Established relationships with key customers and suppliers globally.
- Commitment to sustainability enhancing brand loyalty and market positioning.
What Does ASGLY Do?
AGC Inc., originally founded as Asahi Glass Co., Ltd. in 1907, is a prominent manufacturer and seller of glass, chemicals, ceramics, and electronics on a global scale. Headquartered in Tokyo, Japan, the company has transformed over the decades, adapting to the evolving needs of various industries. AGC Inc. specializes in a wide range of products including architectural glass, automotive glass, and advanced display materials used in smartphones and televisions. The company also produces synthetic fused silica glass, silicon carbide, and various specialty chemicals, contributing to sectors such as electronics, construction, and automotive. With a workforce of approximately 53,687 employees, AGC Inc. is committed to innovation and sustainability, continuously developing new materials and technologies to meet market demands. The company rebranded to AGC Inc. in July 2018, reflecting its broader focus beyond traditional glass manufacturing. AGC's strategic initiatives include enhancing its product offerings in the digital signage and life sciences sectors, positioning itself as a leader in high-performance materials. Its global reach spans multiple continents, allowing AGC Inc. to leverage diverse market opportunities and maintain competitive advantages in the specialty materials industry.
What Products and Services Does ASGLY Offer?
- Manufactures and sells a wide range of glass products for architectural and automotive applications.
- Produces advanced materials for electronics, including glass substrates for displays.
- Offers specialty chemicals for various industrial applications.
- Develops high-performance ceramics for use in furnaces and 3D printing.
- Engages in digital signage solutions and related technologies.
- Provides materials for photovoltaic devices and touch panels.
How Does ASGLY Make Money?
- Generates revenue through the sale of specialty glass products across multiple industries.
- Offers chemicals and ceramics that cater to diverse industrial applications.
- Engages in R&D to develop innovative materials and technologies.
- Partners with global manufacturers in electronics and automotive sectors.
- Utilizes a strong distribution network to reach international markets.
What Industry Does ASGLY Operate In?
The specialty chemicals industry is experiencing steady growth, driven by increasing demand for advanced materials across various sectors, including electronics, automotive, and construction. The global market for specialty chemicals is projected to reach approximately $1 trillion by 2027, growing at a CAGR of around 5%. AGC Inc. operates in a competitive landscape with key players such as Evonik Industries AG (EVKIY) and Orica Limited (OCLDY), each vying for market share. The company's extensive product offerings and commitment to innovation position it favorably within this expanding market, allowing it to capitalize on emerging trends and technologies.
Who Are ASGLY's Key Customers?
- Automotive manufacturers requiring specialized glass products.
- Electronics companies needing advanced display materials.
- Construction firms looking for high-quality architectural glass.
- Industrial clients seeking specialty chemicals and ceramics.
- Technology companies focusing on innovative materials for digital applications.
Company Profile
AGC Inc. operates in the Chemicals - Specialty industry within the Basic Materials sector. It is headquartered in Tokyo, JP. The company is led by CEO Yoshinori Hirai. ASGLY has traded publicly since 2009.
AGC Inc. Financial Trajectory
AGC Inc. (ASGLY) reported $547.85B in revenue for Q1 2026, a decline of 14.1% compared to the prior quarter. The company recorded net income of $23.26B, with diluted EPS of $22.37. Quarter-over-quarter revenue has been mixed, typical for a mid-cap company operating in Basic Materials. Across the four most recent quarters, ASGLY averaged $21.12 in diluted EPS.
How AGC Inc. Is Valued
AGC Inc. carries a market capitalization of $9.09B, placing it in the mid-cap category. Relative to its peer group, ASGLY's quantitative score of 49/100 is roughly in line with the peer average of 44/100.
ROE 6%Key Financial Metrics
Return on equity for AGC Inc. stands at 5.9%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 2.8%, showing how much profit it generates from its asset base. ASGLY trades at a trailing price-to-earnings ratio of 17.17, below the Basic Materials sector average of ~22x. Its free cash flow yield is 3.6%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.41 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 5.8%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 8/9Financial Health
AGC Inc.'s Piotroski F-Score is 8/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 2.06 places it in the grey zone, a middle ground that warrants monitoring.
FY2026 estForward Outlook
Wall Street analysts project AGC Inc. revenue of about $2.26T for fiscal 2026, with EPS near $77.94. The estimate reflects 8 contributing analysts.
ASGLY Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in AGC Inc.'s future, indicating that executives believe in the company's potential.
- Community sentiment has shifted positively, with discussions highlighting the company's innovative projects and growth prospects.
- AGC's recent partnerships are being viewed favorably, as they could enhance market reach and operational efficiency.
- Market perception is bolstered by favorable industry trends that align with AGC's business model, suggesting a strong position moving forward.
Bear Case
- Concerns have arisen regarding AGC's recent earnings report, which did not meet some expectations, leading to skepticism among investors.
- Social sentiment has shown some negativity, with discussions focusing on potential market volatility affecting AGC's stability.
- There are worries about competition in AGC's sector, with new entrants potentially impacting market share and profitability.
- Market analysts have raised questions about the sustainability of AGC's growth strategy, leading to a cautious outlook among certain community members.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $547.85B | $23.26B | $22.37 |
| Q4 2025 | $637.49B | $32.58B | $30.68 |
| Q3 2025 | $525.67B | $26.03B | $24.60 |
| Q2 2025 | $495.89B | $7.26B | $6.84 |
Based on FMP financials and quantitative analysis
ASGLY Latest News
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AGC Sees FY2026 GAAP EPS $0.46; Sees Sales $14.027B
benzinga · May 12, 2026
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AGC Q1 EPS $0.14 Up From $0.04 YoY, Sales $3.430B Up From $3.276B YoY
benzinga · May 12, 2026
ASGLY Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ASGLY.
Price Targets
Wall Street price target analysis for ASGLY.
ASGLY MoonshotScore
What does this score mean?
The MoonshotScore rates ASGLY's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Yoshinori Hirai
CEO
Yoshinori Hirai has been instrumental in leading AGC Inc. since its rebranding in 2018. With a strong background in engineering and business management, he has held various leadership roles within the company, driving its strategic direction and operational efficiency. Hirai holds a degree in engineering from a prestigious Japanese university and has extensive experience in the specialty materials sector.
Track Record: Under Hirai's leadership, AGC Inc. has expanded its product offerings and strengthened its market position, particularly in the electronics and automotive sectors. His strategic initiatives have focused on innovation and sustainability, leading to significant advancements in the company's technology and product development.
AGC Inc. ADR Information Unsponsored
An American Depositary Receipt (ADR) allows US investors to indirectly invest in foreign companies. ASGLY represents shares of AGC Inc. traded on the OTC market, simplifying the process for US investors to own shares of the company without dealing with foreign stock exchanges.
- Home Market Ticker: Tokyo, JP
- ADR Level: 1
- ADR Ratio: 1:1
- Home Market Ticker: ASGL
ASGLY OTC Market Information
The OTC Other tier indicates that ASGLY trades on the OTC market but does not meet the stringent requirements of major exchanges like NYSE or NASDAQ. This tier typically includes companies with lower trading volumes and less stringent reporting requirements, which can affect investor access and information availability.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Lower transparency and reporting standards compared to major exchanges.
- Potential for higher volatility due to lower trading volumes.
- Limited access to real-time information and analysis.
- Increased risk of fraud or mismanagement in less regulated environments.
- Review AGC Inc.'s financial statements and performance metrics.
- Assess the company's competitive position within the specialty chemicals sector.
- Investigate any legal or regulatory issues affecting the company.
- Monitor market trends impacting demand for AGC's products.
- Evaluate the management team's track record and strategic vision.
- Established history and reputation in the specialty materials industry.
- Transparency in financial reporting and corporate governance.
- Partnerships with reputable companies and clients in various sectors.
Common Questions About ASGLY (Basic Materials)
What does AGC Inc. do?
AGC Inc. is a global manufacturer specializing in glass, chemicals, and ceramics. The company produces a wide range of products, including architectural and automotive glass, advanced display materials for electronics, and specialty chemicals for various industrial applications. With a focus on innovation and sustainability, AGC Inc. serves diverse markets, positioning itself as a leader in specialty materials.
What do analysts say about ASGLY stock?
Analysts generally view ASGLY as a stable investment within the specialty chemicals sector, highlighting its strong market position and diverse product offerings. Key valuation metrics include a P/E ratio of 17.17 and a profit margin of 4.1%, which are competitive within the industry. Analysts are optimistic about AGC Inc.'s growth potential, particularly in the electronics and automotive sectors.
What are the main risks for ASGLY?
AGC Inc. faces several risks, including fluctuations in raw material prices, which can impact profit margins. Additionally, the company operates in a highly competitive market, facing pressure from established players. Regulatory changes may also affect production processes and costs, while economic downturns could reduce demand in key sectors such as construction and automotive, impacting overall performance.
What are the key factors to evaluate for ASGLY?
AGC Inc. (ASGLY) holds an AI score of 49/100 (low). Not financial advice.
How frequently does ASGLY data refresh on this page?
ASGLY prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven ASGLY's recent stock price performance?
AGC Inc. (ASGLY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diverse product portfolio across multiple high-demand industries. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider ASGLY overvalued or undervalued right now?
Valuing AGC Inc. (ASGLY) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying ASGLY?
Before investing in AGC Inc. (ASGLY), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- All information is based on the provided data and is subject to change as new data becomes available.