TDK Dirección
Dirección controles de criterios 3/4
El CEO de TDK es Noboru Saito , nombrado en Apr 2022, tiene una permanencia de 4.25 años. compensación anual total es ¥347.00M, compuesta por 22.5% salario y 77.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.008% de las acciones de la empresa, por valor de ¥535.02M. La antigüedad media del equipo directivo y de la junta directiva es de 4.5 años y 4.1 años, respectivamente.
Información clave
Noboru Saito
Chief Executive Officer (CEO)
JP¥347.0m
Compensación total
| Porcentaje del salario del CEO | 22.48% |
| Permanencia del CEO | 4.3yrs |
| Participación del CEO | 0.008% |
| Permanencia media de la dirección | 4.5yrs |
| Promedio de permanencia en la Junta Directiva | 4.1yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jun 22
6762: Data Center Investments And Battery Partnership Will Support Dividend Policy
Analysts now estimate TDK's fair value at ¥3,571.76 per share, up from ¥2,644.12 previously, citing updated assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple. What’s in the News for TDK TDK Corporation agreed to acquire Fabric8Labs, a metal 3D printing company focused on Electrochemical Additive Manufacturing.Artículo de análisis • Jun 17
TDK (TSE:6762) Stock Could Be 45% Overvalued After Its Aston Power AI Data Center Backing
TDK (TSE:6762) stock is back in focus after TDK Ventures backed Aston Power, a power delivery startup for AI and high performance computing data centers, highlighting TDK’s push into energy and AI infrastructure. See our latest analysis for TDK. Those AI and energy efforts are landing at a time when TDK’s ¥3,830 share price has been moving strongly, with a 30 day share price return of 28.63% and a 1 year total shareholder return of 151.51%. This suggests that momentum has been building over...
Actualización de narrativa • Jun 05
6762: AI Power Delivery And Battery Collaboration Will Shape Future Earnings Potential
Analysts have raised their price target on TDK from ¥3,500 to about ¥4,520, citing updated assumptions that include revised fair value estimates, a different discount rate, and refreshed views on revenue growth, profit margins, and future P/E levels. What's in the News TDK Ventures invested in C2i Semiconductors as part of a US$16.7m Series A round, backing software defined voltage regulator platforms aimed at improving power conversion efficiency for next generation AI data center accelerators.
Actualización de narrativa • May 21
6762: Higher Risk Profile And Cautious Outlook Will Limit Future Upside
Analysts have trimmed their TDK price target from about ¥1,786 to roughly ¥1,721. This reflects updated views on a slightly higher discount rate, a more cautious revenue growth outlook, a modestly stronger profit margin, and a lower assumed future P/E multiple.Actualización de narrativa • May 02
6762: APAC Expansion And Battery Collaboration Will Support Future Earnings Upside
Analysts have raised their price target on TDK from ¥3,300 to ¥3,500, citing updated assumptions that combine slightly adjusted revenue growth, profit margin, discount rate, and future P/E inputs. What's in the News TDK revised consolidated guidance for the fiscal year ending March 31, 2026, and now projects net sales of ¥2,470,000m, operating income of ¥265,000m, net income attributable to owners of parent of ¥190,000m, and basic EPS of ¥100.11.Artículo de análisis • May 01
Here's What Analysts Are Forecasting For TDK Corporation (TSE:6762) After Its Annual Results
Investors in TDK Corporation ( TSE:6762 ) had a good week, as its shares rose 8.6% to close at JP¥2,891 following the...Actualización de narrativa • Apr 17
6762: New APAC Hub And Battery Collaboration Will Support Future Upside Potential
Analysts have kept their fair value estimate for TDK steady at ¥3,300. A slightly higher discount rate, a modest adjustment to revenue growth assumptions, and a small uplift in profit margin expectations underpin the unchanged price target.Actualización de narrativa • Apr 02
6762: Battery Partnership And APAC Expansion Will Support Dividend Policy
Analysts have raised their fair value estimate for TDK to ¥2,644 from ¥2,611, citing adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, as well as the stock's recent removal from a regional conviction list, as they reassess conviction level while maintaining coverage. Analyst Commentary Recent research activity around TDK reflects a more balanced stance, with the stock being removed from Goldman Sachs' APAC Conviction List while coverage and a specific fair value estimate are maintained.Actualización de narrativa • Mar 19
6762: New APAC Hub And Battery Businesses Will Support Future Upside Potential
Analysts now set a fair value price target of ¥3,300 for TDK, compared with the prior ¥3,200. This reflects modestly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E after TDK was removed from an APAC Conviction List.Actualización de narrativa • Mar 04
6762: Conviction List Exit Will Cap Upside Despite Revised Earnings Guidance
Analysts have slightly reduced their fair value price target for TDK from about ¥1,794.10 to roughly ¥1,786.27, citing updated views on revenue growth, profit margins and future P/E, along with TDK's recent removal from an APAC Conviction List. Analyst Commentary Recent Street research highlights a more cautious tone around TDK, with the company being removed from a major APAC Conviction List as part of a monthly review.Actualización de narrativa • Feb 18
6762: Conviction List Removal Will Limit Upside Despite Raised Earnings Guidance
Analysts have adjusted their valuation framework for TDK, with a revised price target of ¥1,794.10 that reflects slightly different assumptions on discount rate, revenue growth, profit margin and future P/E, alongside the recent removal of the stock from a regional conviction list by one major broker. Analyst Commentary Recent Street research around TDK highlights a more cautious tone, with some bearish analysts rethinking how much upside they are willing to ascribe to the shares.Artículo de análisis • Feb 05
TDK (TSE:6762) Is Increasing Its Dividend To ¥18.00
TDK Corporation's ( TSE:6762 ) dividend will be increasing from last year's payment of the same period to ¥18.00 on...Artículo de análisis • Feb 04
TDK Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
TDK Corporation ( TSE:6762 ) investors will be delighted, with the company turning in some strong numbers with its...Actualización de narrativa • Feb 04
6762: Removal From Conviction List Will Cap Near-Term Re-Rating Potential
Analysts have raised their fair value estimate for TDK to ¥1,794.10 from ¥1,690.54, citing updated assumptions on revenue growth, profit margins and future P/E multiples, even though the stock was recently removed from one firm’s APAC Conviction List. Analyst Commentary While the higher fair value estimate suggests some optimism on TDK’s long term potential, recent Street actions also flag areas where expectations have become more cautious.Actualización de narrativa • Jan 21
6762: Battery Partnership Will Support Dividend Policy And Strengthen Medium Term Outlook
Analysts have nudged their fair value estimate for TDK to ¥2,610.88 from ¥2,576.18, reflecting slightly higher revenue growth and margin assumptions even though the stock was recently removed from a regional conviction list. Analyst Commentary Bullish Takeaways Bullish analysts view the refreshed fair value estimate of ¥2,610.88 as consistent with modestly stronger revenue and margin assumptions, which supports their view that the current fundamentals can justify a slightly higher valuation anchor.Actualización de narrativa • Jan 07
6762: Raised Guidance And Battery Collaboration Will Support Future Upside Potential
Analysts have lifted their fair value estimate for TDK from ¥2,480 to ¥3,200, citing updated assumptions for revenue growth, profit margins and future P/E, even as the stock was recently removed from a conviction list. Analyst Commentary Even with the recent removal of TDK from a major APAC Conviction List, recent fair value work suggests that some research desks still see room for upside if the company delivers on updated revenue and margin assumptions.Artículo de análisis • Jan 06
Returns On Capital Are Showing Encouraging Signs At TDK (TSE:6762)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Artículo de análisis • Dec 21
Are TDK Corporation (TSE:6762) Investors Paying Above The Intrinsic Value?
Key Insights The projected fair value for TDK is JP¥1,816 based on 2 Stage Free Cash Flow to Equity Current share price...Actualización de narrativa • Dec 15
6762: Battery Partnership Will Drive Stronger Outlook And Supportive Dividend Policy
Analysts have raised their price target on TDK by approximately ¥50 to reflect slightly stronger expectations for revenue growth, modestly higher profit margins, and a richer forward earnings multiple. Together, these factors support a higher fair value estimate.Actualización de narrativa • Dec 01
6762: Board Decisions And Battery Collaboration Will Influence Outlook With Updated Guidance
Analysts have raised their price target for TDK from ¥2,437.06 to ¥2,523.24. This change is driven by modest improvements in revenue growth and profit margin projections.Actualización de narrativa • Nov 17
6762: Board Decisions And Battery Agreement Will Shape Outlook Amid New Guidance
Analysts have raised their price target for TDK from ¥2,419.41 to ¥2,437.06. They cite improved revenue growth forecasts and slightly higher profit margin expectations.Actualización de narrativa • Nov 02
6762: Lower Revenue Momentum And Lofty Multiples Will Undermine Medium-Term Returns
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).Artículo de análisis • Oct 31
TDK Corporation's (TSE:6762) P/E Is Still On The Mark Following 26% Share Price Bounce
TDK Corporation ( TSE:6762 ) shares have continued their recent momentum with a 26% gain in the last month alone...Artículo de análisis • Oct 20
We Think TDK (TSE:6762) Can Manage Its Debt With Ease
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Actualización de narrativa • Oct 19
AI Investments And Operational Shifts Will Create New Opportunities
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).Actualización de narrativa • Oct 05
AI Investments And Operational Shifts Will Create New Opportunities
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.Actualización de narrativa • Sep 20
AI Investments And Operational Shifts Will Create New Opportunities
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.Actualización de narrativa • Sep 05
AI Investments And Operational Shifts Will Create New Opportunities
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.Artículo de análisis • Sep 05
Returns At TDK (TSE:6762) Are On The Way Up
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Artículo de análisis • Aug 20
TDK Corporation's (TSE:6762) Popularity With Investors Is Clear
TSE:6762 1 Year Share Price vs Fair Value Explore TDK's Fair Values from the Community and select yours When close to...Artículo de análisis • Aug 05
Analysts Have Made A Financial Statement On TDK Corporation's (TSE:6762) First-Quarter Report
TSE:6762 1 Year Share Price vs Fair Value Explore TDK's Fair Values from the Community and select yours As you might...Artículo de análisis • Jul 24
An Intrinsic Calculation For TDK Corporation (TSE:6762) Suggests It's 31% Undervalued
Key Insights TDK's estimated fair value is JP¥2,628 based on 2 Stage Free Cash Flow to Equity Current share price of...
Nueva narrativa • Nov 07
Smartphone And HDD Market Expansion Drives Future Growth Amid Global Challenges
Structural reforms and enhanced cash flow strategies are positively impacting TDK's financial stability and potential earnings growth.Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | JP¥347m | JP¥78m | JP¥196b |
| Dec 31 2025 | n/a | n/a | JP¥188b |
| Sep 30 2025 | n/a | n/a | JP¥173b |
| Jun 30 2025 | n/a | n/a | JP¥149b |
| Mar 31 2025 | JP¥293m | JP¥77m | JP¥167b |
| Dec 31 2024 | n/a | n/a | JP¥166b |
| Sep 30 2024 | n/a | n/a | JP¥176b |
| Jun 30 2024 | n/a | n/a | JP¥170b |
| Mar 31 2024 | JP¥116m | JP¥77m | JP¥125b |
Compensación vs. Mercado: La compensación total de Noboru($USD2.15M) está por encima de la media de empresas de tamaño similar en el mercado JP ($USD1.43M).
Compensación vs. Ingresos: La compensación de Noboru ha sido consistente con los resultados de la empresa en el último año.
CEO
Noboru Saito (60 yo)
4.3yrs
Permanencia
JP¥347,000,000
Compensación
Mr. Noboru Saito serves as President, CEO and GM of Humidifier Countermeasures HQ at TDK Corporation since April 01, 2022. He served as Chief Executive Officer of Systems Business Company of TDK Corporatio...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 4.3yrs | JP¥347.00m | 0.0076% ¥ 535.0m | |
| CFO, Senior Executive VP & Representative Director | no data | JP¥180.00m | 0.0062% ¥ 432.5m | |
| CTO, GM of Technology & Intellectual Property HQ | 1.3yrs | sin datos | 0.00047% ¥ 33.0m | |
| General Manager of IR/SR Group | no data | sin datos | sin datos | |
| Corporate Officer | 4.5yrs | sin datos | sin datos | |
| Senior VP and GM of Corporate Marketing & Incubation HQ | 5.5yrs | sin datos | sin datos | |
| Senior VP | 8.5yrs | sin datos | sin datos | |
| Corporate Officer | 10.1yrs | sin datos | sin datos | |
| Corporate Officer | 4.5yrs | sin datos | sin datos | |
| Corporate Officer | 3.3yrs | sin datos | sin datos | |
| Corporate Officer | 7.5yrs | sin datos | sin datos | |
| Corporate Officer | no data | sin datos | sin datos |
4.5yrs
Permanencia media
Equipo directivo experimentado: El equipo directivo de 6762 se considera experimentado (4.5 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 4.1yrs | JP¥347.00m | 0.0076% ¥ 535.0m | |
| CFO, Senior Executive VP & Representative Director | 10.1yrs | JP¥180.00m | 0.0062% ¥ 432.5m | |
| CTO, GM of Technology & Intellectual Property HQ | 1.1yrs | sin datos | 0.00047% ¥ 33.0m | |
| Independent Outside Director | 4.1yrs | sin datos | sin datos | |
| Independent Chairman of the Board | 5.1yrs | sin datos | sin datos | |
| Full Time Audit & Supervisory Board Member | 7.1yrs | sin datos | 0.0024% ¥ 166.4m | |
| Independent Outside Director | 2.1yrs | sin datos | sin datos | |
| Full-time Chairman of Audit & Supervisory Board | 3.1yrs | sin datos | 0.00016% ¥ 11.2m | |
| Independent Outside Audit & Supervisory Board Member | 7.1yrs | sin datos | sin datos | |
| Independent Outside Director | 6.1yrs | sin datos | sin datos | |
| Independent Outside Audit & Supervisory Board Member | 3.1yrs | sin datos | sin datos | |
| Independent Outside Audit & Supervisory Board Member | 3.1yrs | sin datos | sin datos |
4.1yrs
Permanencia media
66yo
Promedio de edad
Junta con experiencia: La junta directiva de 6762 se considera experimentada (4.1 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/06 15:15 |
| Precio de las acciones al final del día | 2026/07/06 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2026/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
TDK Corporation está cubierta por 27 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Masaru Koshita | Barclays |
| Masashi Kubota | BofA Global Research |