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6762: Lower Revenue Momentum And Lofty Multiples Will Undermine Medium-Term Returns

Published
07 Nov 24
Updated
02 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
23.3%
7D
-6.4%

Author's Valuation

JP¥2.42k3.4% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 02 Nov 25

Fair value Increased 4.44%

Narrative Update on TDK Analyst Price Target Analysts have raised their price target for TDK from ¥2,316 to ¥2,419, citing improved profit margins and valuation metrics, even as revenue growth expectations remain tempered. What's in the News TDK revised consolidated earnings guidance for the year ending March 31, 2026, increasing net sales and profits projections due to strong ICT sector performance and resilient demand for data centers (Key Developments).

Shared on 19 Oct 25

Fair value Increased 5.29%

Analysts have raised their price target for TDK from ¥2,200 to ¥2,316.47, citing improved growth projections and profitability metrics. What's in the News TDK's Board of Directors will meet on September 25, 2025 to review and potentially approve a definitive agreement regarding the transfer of their new development business for automotive power supply to Astemo, Ltd through a company split (Key Developments).

Shared on 05 Oct 25

Fair value Increased 3.60%

Analysts have raised their price target for TDK from ¥2,123.53 to ¥2,200.00. This change reflects slight adjustments in revenue growth estimates, profit margin expectations, and valuation multiples.

Shared on 20 Sep 25

Fair value Increased 1.40%

TDK's consensus price target saw a marginal increase to ¥2124, primarily supported by a slight upward revision in revenue growth forecasts. Valuation Changes Summary of Valuation Changes for TDK The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥2094 to ¥2124.

Shared on 05 Sep 25

Fair value Increased 1.89%

TDK's fair value estimate saw a marginal increase as the consensus price target edged up, primarily reflecting a slight rise in the future P/E ratio while the discount rate remained stable. Valuation Changes Summary of Valuation Changes for TDK The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥2055 to ¥2094.

Shared on 01 May 25

Fair value Increased 1.50%

Shared on 23 Apr 25

Fair value Decreased 4.30%

Shared on 17 Apr 25

Fair value Decreased 0.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.77%

AnalystConsensusTarget has increased revenue growth from 4.0% to 4.7%.

Shared on 26 Mar 25

Fair value Decreased 1.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 6.26%

AnalystConsensusTarget has decreased revenue growth from 5.0% to 4.0%.