Sumco

AI And Electrification Will Drive Premium Wafer Demand

AnalystHighTarget

Not Invested

Consensus Narrative from 16 Analysts

Published

26 Jul 25

AnalystHighTarget's Fair Value

JP¥1,780.00

14.7% undervalued

10 Sep

JP¥1,518.00

4.6%

18.3%

4.6%

18.3%

You can edit this narrative until Jul 26 9:23 PM. Then, changes will post as Updates.

Author's Valuation

JP¥1.8k

14.7% undervalued

AnalystHighTarget Fair Value

Narrative

Updates0

AnalystHighTarget Fair Value

JP¥1.78k

14.7% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

6.38%

Semiconductors revenue growth rate

0.79%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

11.02%

Calculation

JP¥59.66b

Earnings '28

14.25x

PE Ratio '28

JP¥850.06b

Market Cap '28

JP¥850.06b

Market Cap '28

349.73m

No. shares '28

JP¥2.43k

Share Price '28

JP¥2.43k Share Price '28

Discounted to 2025 @ 11.02% p.a.

JP¥1.78k

Fair Value '25