Yageo Resultados de beneficios anteriores
Pasado controles de criterios 5/6
Yageo ha aumentado sus beneficios a una tasa media anual de 1.6%, mientras que los beneficios de la industria de Electronic han experimentado un crecimiento de 0.4% anual. Los ingresos han ido creciendo a una tasa media de 3.8% al año. La rentabilidad financiera de Yageo es de 15.5%, y sus márgenes netos son de 18.6%.
Información clave
1.64%
Tasa de crecimiento de los beneficios
-0.28%
Tasa de crecimiento del BPA
| Crecimiento de la industria Electronic | 14.81% |
| Tasa de crecimiento de los ingresos | 3.79% |
| Rentabilidad financiera | 15.52% |
| Margen neto | 18.65% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • May 05
2327: Future Pricing Will Reflect Steady Margins And Slightly Higher Required Returns
Analysts have kept their Yageo fair value target steady at NT$373.5, with a slightly higher discount rate and a broadly unchanged long term growth and P/E outlook, resulting in only a minimal change in the overall price target framework. Valuation Changes Fair Value: NT$373.5 is unchanged, keeping the core valuation anchor steady.Actualización de narrativa • Apr 20
2327: Future Pricing Will Reflect Stronger Margins And Lower Required Returns
Analysts now set a higher price target for Yageo at NT$373.50, up from NT$331.42, citing updated assumptions for a lower discount rate, slightly different revenue growth expectations, stronger profit margin forecasts, and a reduced forward P/E multiple. Valuation Changes Fair Value: NT$373.50, up from NT$331.42, indicating a higher assessed valuation level.Actualización de narrativa • Apr 06
2327: Future Pricing Will Reflect Steady Assumptions And Undervalued Earnings Quality
Analysts have kept their fair value view for Yageo steady at around NT$331.42 per share, with only minor tweaks to the discount rate, revenue growth, profit margin assumptions and future P/E inputs behind the unchanged price target. Valuation Changes Fair Value: NT$331.42 per share remains unchanged, indicating a steady overall valuation view.Actualización de narrativa • Mar 22
2327: Future Pricing Will Reflect Improved Earnings Quality Under New Finance Leadership
Analysts have raised their price target on Yageo by NT$5 to reflect updated assumptions for revenue growth, profit margins and a lower discount rate, partly offset by a more conservative future P/E multiple. What's in the News Yageo Corporation plans a CFO transition effective January 1, 2026, with current CFO Eddie Chen moving out of the role and Deputy CFO Gavin Zhong stepping in as the new CFO (Key Developments).Actualización de narrativa • Mar 07
2327: Future Pricing Will Reflect Higher Fair Value And Finance Leadership Continuity
Analysts now set their Yageo price target at NT$326.42, up from NT$283.12. This reflects updated assumptions that combine higher projected revenue growth with a slightly lower discount rate and a modestly higher future P/E, partly offset by a more conservative profit margin outlook.Actualización de narrativa • Feb 20
2327: Future Pricing Will Reflect Stable Margins And Upcoming Finance Leadership Shift
The analyst price target for Yageo is reaffirmed at NT$283.12, with only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, as analysts fine-tune their models without a material change in their overall valuation view. What's in the News Yageo Corporation has appointed Gavin Zhong as Chief Financial Officer, effective January 1, 2026.Actualización de narrativa • Feb 05
2327: Future Pricing Will Depend On Margins And Incoming Finance Leadership
Analysts have nudged their fair value estimate for Yageo higher from about $266.15 to $283.12 per share, citing slightly adjusted assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple to support the new price target. What's in the News Yageo Corporation appointed Gavin Zhong as Chief Financial Officer, effective January 1, 2026, shifting him from his prior role as Deputy CFO (Key Developments).Actualización de narrativa • Jan 22
2327: Rich Pricing Will Hinge On Margins And New Finance Leadership
Analysts have nudged their fair value estimate for Yageo from $252.08 to $266.15, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Yageo Corporation appointed Gavin Zhong as CFO, effective January 1, 2026.Actualización de narrativa • Jan 07
2327: Stable Outlook Will Rely On Margins And Finance Leadership Transition
Analysts have kept their Yageo fair value estimate broadly stable around $252.08 per share, with only slight adjustments to the discount rate, revenue growth outlook, profit margin assumptions and future P/E. This reflects a largely unchanged view on the stock's long term risk and earnings profile.Actualización de narrativa • Dec 15
2327: Future Profit Margins And Market Conditions Will Shape Share Performance
Analysts have nudged their price target on Yageo slightly higher to approximately $252.08 per share, citing marginally lower discount rate assumptions and a nearly unchanged outlook for revenue growth, profit margins, and future valuation multiples. Valuation Changes The fair value estimate remains unchanged at NT$252.08 per share, indicating no material reassessment of intrinsic value.Actualización de narrativa • Nov 30
2327: Future Profit Margins And Market Trends Will Influence Share Performance
Analysts have raised their price target for Yageo to $252.08, up from $248.04, citing modest adjustments in discount rate and future price-to-earnings assumptions to reflect improving market conditions. Valuation Changes Fair Value Estimate increased marginally from NT$248.04 to NT$252.08.Actualización de narrativa • Nov 16
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.Actualización de narrativa • Nov 01
2327: Future Earnings Multiple Expansion Will Likely Drive Overvaluation Risk
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.Actualización de narrativa • Oct 17
Global Positioning In AI And EV Markets Will Strengthen Future Prospects
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.Actualización de narrativa • Oct 03
Global Positioning In AI And EV Markets Will Strengthen Future Prospects
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.Actualización de narrativa • Aug 19
Global Positioning In AI And EV Markets Will Strengthen Future Prospects
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.
Nueva narrativa • Nov 25
Tactical Expansion In AI And EV Markets To Propel Future Growth And Profitability
Yageo's strategic positioning in AI server components and the EV market could drive future revenue growth and diversification.Desglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Yageo. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 139,992 | 26,105 | 15,187 | 3,448 |
| 31 Dec 25 | 132,930 | 23,634 | 14,910 | 3,419 |
| 30 Sep 25 | 126,968 | 20,591 | 14,815 | 3,417 |
| 30 Jun 25 | 125,619 | 19,864 | 14,934 | 3,448 |
| 31 Mar 25 | 124,266 | 20,298 | 14,872 | 3,478 |
| 31 Dec 24 | 121,667 | 19,356 | 14,945 | 3,473 |
| 30 Sep 24 | 119,023 | 20,382 | 14,754 | 3,456 |
| 30 Jun 24 | 114,680 | 19,595 | 14,056 | 3,315 |
| 31 Mar 24 | 110,019 | 17,884 | 13,354 | 3,241 |
| 31 Dec 23 | 107,609 | 17,427 | 12,533 | 3,063 |
| 30 Sep 23 | 109,083 | 16,856 | 12,906 | 2,898 |
| 30 Jun 23 | 112,483 | 18,412 | 13,391 | 2,868 |
| 31 Mar 23 | 117,048 | 20,618 | 13,923 | 2,801 |
| 31 Dec 22 | 121,087 | 22,729 | 14,211 | 2,820 |
| 30 Sep 22 | 121,164 | 23,244 | 14,690 | 2,886 |
| 30 Jun 22 | 123,651 | 23,676 | 14,769 | 2,935 |
| 31 Mar 22 | 124,288 | 24,080 | 14,699 | 2,973 |
| 31 Dec 21 | 122,179 | 22,843 | 14,613 | 3,022 |
| 30 Sep 21 | 115,493 | 21,868 | 13,024 | 2,834 |
| 30 Jun 21 | 104,163 | 17,704 | 11,586 | 2,665 |
| 31 Mar 21 | 85,675 | 14,666 | 9,508 | 2,152 |
| 31 Dec 20 | 67,672 | 12,011 | 7,600 | 1,575 |
| 30 Sep 20 | 55,462 | 9,291 | 6,223 | 1,179 |
| 30 Jun 20 | 43,826 | 8,640 | 5,469 | 789 |
| 31 Mar 20 | 39,936 | 6,734 | 5,344 | 743 |
| 31 Dec 19 | 41,307 | 6,945 | 5,974 | 775 |
| 30 Sep 19 | 47,509 | 10,241 | 9,476 | 727 |
| 30 Jun 19 | 67,859 | 22,729 | 12,304 | 643 |
| 31 Mar 19 | 77,527 | 32,142 | 12,547 | 533 |
| 31 Dec 18 | 77,156 | 33,839 | 11,524 | 413 |
| 30 Sep 18 | 70,588 | 32,578 | 7,378 | 360 |
| 30 Jun 18 | 48,293 | 19,845 | 3,809 | 335 |
| 31 Mar 18 | 36,464 | 10,179 | 2,892 | 316 |
| 31 Dec 17 | 32,259 | 6,656 | 2,601 | 304 |
| 30 Sep 17 | 29,369 | 4,870 | 2,654 | 295 |
| 30 Jun 17 | 28,175 | 3,923 | 2,629 | 298 |
| 31 Mar 17 | 27,290 | 3,479 | 2,583 | 298 |
| 31 Dec 16 | 27,784 | 3,553 | 2,623 | 320 |
| 30 Sep 16 | 27,558 | 3,068 | 2,485 | 343 |
| 30 Jun 16 | 27,495 | 3,473 | 2,563 | 357 |
| 31 Mar 16 | 27,894 | 3,507 | 2,627 | 375 |
| 31 Dec 15 | 27,513 | 3,630 | 2,627 | 366 |
| 30 Sep 15 | 27,197 | 3,674 | 2,651 | 357 |
| 30 Jun 15 | 27,250 | 3,626 | 2,640 | 353 |
Ingresos de calidad: 2327 tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio (18.6%) de 2327 son superiores a los del año pasado (16.3%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de 2327 han crecido un 1.6% al año en los últimos 5 años.
Acelerando crecimiento: El crecimiento de los beneficios de 2327 en el último año (28.6%) supera su media de 5 años (1.6% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de 2327 en el último año (28.6%) superó al de la industria Electronic -4%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de 2327 (15.5%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/22 03:34 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
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 |
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| 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 tenemos 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
Yageo Corporation está cubierta por 18 analistas. 11 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 |
|---|---|
| Aaron Wu | Barclays |
| Robert Cheng | BofA Global Research |
| Yijun Tu | Capital Securities Corporation |