Horiba
ISIN JP3853000002
|WKN 864348
Overview
Description
Horiba Ltd. engages in the manufacture and sale of instruments and systems for industrial applications. It operates through the following segments: Automotive Test Systems, Process and Environmental Instruments and Systems, Semiconductor Instruments and Systems, Medical-Diagnostic Instruments and Systems, and Scientific Instruments and Systems. The Automotive Test Systems segment sells emission measurement systems, automotive emission analyzers, onboard emission measurement systems, driveline test systems, engine test systems, break test systems, and drive recorders. The Process and Environmental Instruments and Systems segment manufactures stack gas analyzers, water quality analysis and examination systems, air pollution analyzers, and environmental radiation monitor. The Semiconductor Instruments and Systems segment includes mass flow controllers, chemical concentration monitors, reticle/mask particle detection systems, and residual gas analyzers. The Medical-Diagnostic Instruments and Systems segment offers equipment for blood sample analysis. The Scientific Instruments and Systems segment sells particle-size distribution analyzers, x-ray fluorescence analyzers, Raman spectrophotometers, gratings, and pH meters. The company was founded by Masao Horiba on October 17, 1945 and is headquartered in Kyoto, Japan.
Technology Electronic Components and Manufacturing Semiconductor Equipment and Services Japan
Chart
Financials
Key metrics
| Market capitalisation, EUR | 3,948.21 m |
| EPS, EUR | 6.27 |
| P/B ratio | 2.28 |
| P/E ratio | 16.01 |
| Dividend yield | 1.90% |
Income statement (2023)
| Revenue, EUR | 1,917.29 m |
| Net income, EUR | 265.94 m |
| Profit margin | 13.87% |
What ETF is Horiba in?
There are 31 ETFs which contain Horiba. All of these ETFs are listed in the table below. The ETF with the largest weighting of Horiba is the L&G Optical Technology & Photonics ESG Exclusions UCITS ETF USD Accumulating.
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y | WKN | ISIN |
|---|---|---|---|---|---|---|---|---|
| WisdomTree Japan Equity UCITS ETF USD Hedged | 0.20% | Equity Japan Dividend | 502 | 0.48% | 52 | +57.08% | A14SCB | IE00BVXC4854 |
| L&G Optical Technology & Photonics ESG Exclusions UCITS ETF USD Accumulating | 3.42% | Equity World Social/Environmental Photonics | 34 | 0.49% | 3 | -6.15% | A3DHPB | IE000QNJAOX1 |
| Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating | 0.08% | Equity Japan | 511 | 0.20% | 23 | +38.92% | A2PL2G | IE00BFMXYY33 |
| iShares Core MSCI Japan IMI UCITS ETF EUR Hedged (Acc) | 0.07% | Equity Japan | 1,093 | 0.17% | 62 | +38.75% | A2PRG3 | IE00BKT6FV49 |
| WisdomTree Japan Equity UCITS ETF EUR Hedged Acc | 0.20% | Equity Japan Dividend | 502 | 0.45% | 27 | +50.14% | A1403D | IE00BYQCZJ13 |
| WisdomTree Japan Equity UCITS ETF CHF Hedged Acc | 0.20% | Equity Japan Dividend | 502 | 0.45% | 15 | +49.39% | A2AB8B | IE00BYQCZL35 |
| iShares MSCI Japan Small Cap UCITS ETF (Dist) | 0.39% | Equity Japan Small Cap | 877 | 0.58% | 220 | +11.31% | A0Q1YX | IE00B2QWDY88 |
| Amundi Japan TOPIX II UCITS ETF EUR Dist | 0.08% | Equity Japan | 1,897 | 0.45% | 524 | +18.68% | A0ESMK | FR0010245514 |
| WisdomTree Japan Equity UCITS ETF JPY Acc | 0.20% | Equity Japan Dividend | 502 | 0.40% | 88 | +29.57% | A1403E | IE00BYQCZN58 |
| Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 0.01% | Equity World | 3,651 | 0.22% | 10,045 | +19.91% | A2PKXG | IE00BK5BQT80 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing | 0.02% | Equity World Multi-Factor Strategy | 3,070 | 0.50% | 36 | - | WELT0B | IE000FPWSL69 |
| Vanguard FTSE Japan UCITS ETF USD Hedged Acc | 0.08% | Equity Japan | 511 | 0.20% | 32 | +45.04% | A2PV51 | IE00BFMXZJ56 |
| iShares MSCI World Small Cap UCITS ETF | 0.06% | Equity World Small Cap | 3,376 | 0.35% | 3,388 | +11.42% | A2DWBY | IE00BF4RFH31 |
| iShares Core MSCI Japan IMI UCITS ETF USD (Dist) | 0.07% | Equity Japan | 1,093 | 0.12% | 171 | +19.82% | A2N8RU | IE00BFM15T99 |
| Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc | 0.01% | Equity World Dividend | 1,855 | 0.29% | 582 | +11.69% | A2PLTB | IE00BK5BR626 |
| Vanguard FTSE Developed World UCITS ETF Acc | 0.01% | Equity World | 2,120 | 0.12% | 2,136 | +21.40% | A2PLS9 | IE00BK5BQV03 |
| WisdomTree Japan Equity UCITS ETF USD Hedged Acc | 0.20% | Equity Japan Dividend | 502 | 0.48% | 64 | +56.82% | A2AB8C | IE00BYQCZD50 |
| Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist | 0.08% | Equity Japan | 1,897 | 0.45% | 102 | +37.81% | LYX0NY | FR0011475078 |
| WisdomTree Japan Equity UCITS ETF GBP Hedged | 0.20% | Equity Japan Dividend | 502 | 0.45% | 21 | +56.20% | A143NM | IE00BYQCZF74 |
| Vanguard FTSE All-World UCITS ETF Distributing | 0.01% | Equity World | 3,651 | 0.22% | 12,698 | +19.91% | A1JX52 | IE00B3RBWM25 |
| Rize Environmental Impact 100 UCITS ETF | 1.45% | Equity World Social/Environmental Climate Change | 100 | 0.55% | 74 | +0.71% | A3CN9S | IE00BLRPRR04 |
| Vanguard FTSE Japan UCITS ETF Accumulating | 0.08% | Equity Japan | 511 | 0.15% | 693 | +19.44% | A2PLS8 | IE00BFMXYX26 |
| SPDR MSCI World Small Cap UCITS ETF | 0.07% | Equity World Small Cap | 3,417 | 0.45% | 736 | +11.51% | A1W56P | IE00BCBJG560 |
| Vanguard FTSE Japan UCITS ETF Distributing | 0.08% | Equity Japan | 511 | 0.15% | 2,343 | +19.61% | A1T8FU | IE00B95PGT31 |
| iShares Core MSCI Japan IMI UCITS ETF | 0.07% | Equity Japan | 1,093 | 0.12% | 4,914 | +18.73% | A0RPWL | IE00B4L5YX21 |
| Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing | 0.01% | Equity World Dividend | 1,855 | 0.29% | 3,979 | +11.74% | A1T8FV | IE00B8GKDB10 |
| Vanguard FTSE Developed World UCITS ETF Distributing | 0.01% | Equity World | 2,120 | 0.12% | 2,464 | +21.45% | A12CX1 | IE00BKX55T58 |
| Amundi Japan TOPIX II UCITS ETF JPY Dist | 0.08% | Equity Japan | 1,897 | 0.45% | 132 | +20.86% | LYX0BT | FR0010377028 |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating | 0.02% | Equity World Multi-Factor Strategy | 3,070 | 0.50% | 184 | - | WELT0A | IE0001UQQ933 |
| Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc | 0.01% | Equity World Islamic Investing | 1,778 | 0.40% | - | +24.45% | A3C6Z0 | IE000UOXRAM8 |
| HSBC MSCI World Small Cap ESG UCITS ETF USD (Acc) | 0.11% | Equity World Small Cap | 1,126 | 0.25% | 59 | +10.90% | A3DUNV | IE000C692SN6 |
Performance
Returns overview
| YTD | +29.20% |
| 1 month | -1.49% |
| 3 months | +27.31% |
| 6 months | +80.98% |
| 1 year | +76.11% |
| 3 years | +64.33% |
| 5 years | - |
| Since inception (MAX) | +88.79% |
| 2023 | +69.30% |
| 2022 | -17.07% |
| 2021 | +0.67% |
| 2020 | - |
Monthly returns in a heat map
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 33.26% |
| Volatility 3 years | 26.23% |
| Volatility 5 years | - |
| Return per risk 1 year | 2.28 |
| Return per risk 3 years | 0.69 |
| Return per risk 5 years | - |
| Maximum drawdown 1 year | -13.98% |
| Maximum drawdown 3 years | -37.83% |
| Maximum drawdown 5 years | - |
| Maximum drawdown since inception | -37.83% |
Rolling 1 year volatility
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— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.