2327: Future Earnings Multiple Expansion Will Likely Drive Overvaluation Risk

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

25 Nov 24

Updated

16 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

77.7%

7D

2.9%

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1Y

77.7%

7D

2.9%

You can edit this narrative until Nov 17 2:10 PM. Then, changes will post as Updates.

Author's Valuation

NT$248.046.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 16 Nov 25

Fair value Increased 13%

2327: Future Profitability And Risk Profile Will Shape Share Performance

Analysts have raised their price target for Yageo from $219.75 to $248.04. They cite updated valuations that reflect changes in forecasted growth and profit expectations.

Shared on 01 Nov 25

Fair value Increased 45%

Analyst Price Target for Yageo Sees Significant Increase Analysts have raised their price target for Yageo from $151.23 to $219.75. They cite improved revenue growth forecasts and higher expected profit margins as key reasons for the upgrade.

Shared on 17 Oct 25

Analysts have maintained their price target for Yageo at $151.23. This reflects continued confidence in the company’s outlook based on stable projections for growth and profitability.

Shared on 03 Oct 25

Fair value Increased 3.07%

Analysts have increased their price target for Yageo from $146.73 to $151.23, citing refined fair value estimates along with subtle improvements in discount rate assumptions. Valuation Changes The Fair Value Estimate has increased modestly from NT$146.73 to NT$151.23.

Shared on 19 Aug 25

Fair value Decreased 77%

Yageo’s consensus price target has been sharply revised downward, primarily reflecting a lower future P/E multiple rather than changes in revenue growth expectations, resulting in a new fair value of NT$146.73. What's in the News Shareholders approved amendments to the corporate charter.

Shared on 04 Aug 25

Fair value Increased 27%

Yageo's fair value estimate has notably increased, driven by a higher future P/E multiple that reflects greater optimism on its earnings outlook, despite a simultaneous rise in the discount rate, with the analyst price target rising from NT$493.34 to NT$624.42. What's in the News May 2025 consolidated sales were TWD 10.211 billion, down 11.23% m-o-m and 4.67% y-o-y, but YTD sales of TWD 52.819 billion rose 5.81% y-o-y.

Shared on 01 May 25

Fair value Decreased 21%

Shared on 23 Apr 25

Fair value Decreased 8.72%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 0.72%

AnalystConsensusTarget has increased discount rate from 6.6% to 8.3%.

Shared on 09 Apr 25

Fair value Increased 13%

AnalystConsensusTarget has increased revenue growth from 7.7% to 8.8% and decreased discount rate from 8.2% to 6.6%.

Shared on 02 Apr 25

Fair value Decreased 7.88%

Shared on 26 Mar 25

Fair value Decreased 5.29%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 1.80%

AnalystConsensusTarget has increased revenue growth from 7.6% to 9.0% and increased discount rate from 6.5% to 8.2%.

AnalystConsensusTarget Fair Value

NT$248.04

6.7% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

10.76%

Electronic Equipment and Components revenue growth rate

0.47%

Risk Level (Discount Rate)

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

%

0

Decrease

Increase

Current discount rate

7.76%

Calculation

NT$35.60b

Earnings '28

x

17.84x

PE Ratio '28

=

NT$635.26b

Market Cap '28

NT$635.26b

Market Cap '28

/

2.05b

No. shares '28

=

NT$309.96

Share Price '28

NT$309.96 Share Price '28

Discounted to 2025 @ 7.72% p.a.

=

NT$247.98

Fair Value '25