View ValuationTaiyo Yuden 将来の成長Future 基準チェック /46Taiyo Yuden利益と収益がそれぞれ年間27%と8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.6% 27%なると予測されています。主要情報27.0%収益成長率27.02%EPS成長率Electronic 収益成長11.8%収益成長率8.0%将来の株主資本利益率12.64%アナリストカバレッジGood最終更新日21 May 2026今後の成長に関する最新情報分析記事 • May 12Taiyo Yuden Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsInvestors in Taiyo Yuden Co., Ltd. ( TSE:6976 ) had a good week, as its shares rose 5.8% to close at JP¥6,502 following...Price Target Changed • May 12Price target increased by 7.2% to JP¥5,611Up from JP¥5,232, the current price target is an average from 16 analysts. New target price is 14% below last closing price of JP¥6,544. Stock is up 175% over the past year. The company is forecast to post earnings per share of JP¥198 for next year compared to JP¥118 last year.Price Target Changed • Apr 24Price target increased by 12% to JP¥5,112Up from JP¥4,568, the current price target is an average from 15 analysts. New target price is 21% below last closing price of JP¥6,508. Stock is up 192% over the past year. The company is forecast to post earnings per share of JP¥112 for next year compared to JP¥18.67 last year.分析記事 • Feb 10Taiyo Yuden Co., Ltd. Just Recorded A 72% EPS Beat: Here's What Analysts Are Forecasting NextIt's been a pretty great week for Taiyo Yuden Co., Ltd. ( TSE:6976 ) shareholders, with its shares surging 18% to...分析記事 • Nov 09Results: Taiyo Yuden Co., Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsTaiyo Yuden Co., Ltd. ( TSE:6976 ) just released its interim report and things are looking bullish. The company beat...Price Target Changed • Oct 25Price target increased by 8.7% to JP¥3,223Up from JP¥2,966, the current price target is an average from 15 analysts. New target price is 17% below last closing price of JP¥3,889. Stock is up 44% over the past year. The company is forecast to post earnings per share of JP¥81.15 for next year compared to JP¥18.67 last year.すべての更新を表示Recent updatesBuy Or Sell Opportunity • 11hNow 35% overvalued after recent price riseOver the last 90 days, the stock has risen 113% to JP¥10,605. The fair value is estimated to be JP¥7,881, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has declined by 24%. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.お知らせ • May 20Taiyo Yuden Co., Ltd. to Report Q1, 2027 Results on Aug 05, 2026Taiyo Yuden Co., Ltd. announced that they will report Q1, 2027 results at 3:30 PM, Tokyo Standard Time on Aug 05, 2026Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥7,742, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 18x in the Electronic industry in Japan. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,750 per share.お知らせ • May 14Taiyo Yuden Co., Ltd. Launches New Metal Power Inductors in Mcoil Lscn SeriesTAIYO YUDEN CO., LTD. has commenced the mass production of nine new multilayer metal power inductors in its MCOIL™ LSCN series, available in four sizes. The new lineup includes the "LSCND0805FET1R2MJ" (0.8 x 0.45 x 0.65 mm) and the "LSCND1008HKT1R5MF" (1.0 x 0.8 x 0.80 mm). These power inductors are designed for use as choke coils in the power supply circuits of smartphones and wearable devices, including smartwatches and True Wireless Stereo (TWS) earphones. Compared to TAIYO YUDEN's previous smallest multilayer metal power inductor (1.0 x 0.5 x 0.33 mm), the "LSCND0805FET1R2MJ" offers a footprint reduction of approximately 30%. The new "LSCND1008HKT1R5MF" (1.0 x 0.8 x 0.80 mm, nominal inductance 1.5 µH, saturation current 1.2 A) delivers a footprint approximately 40% smaller than the previous "LSCNB1210EKT1R5MB" (1.25 x 1.05 x 0.5 mm, nominal inductance 1.5 µH, saturation current 1.2 A) while maintaining equivalent performance. These products combine excellent DC saturation characteristics with a significantly reduced footprint. Mass production began in April 2026 at TAIYO YUDEN's subsidiary, WAKAYAMA TAIYO YUDEN CO., LTD. (Hidaka-gun, Wakayama Prefecture). Samples are available at 50 yen per unit. Wearable devices must be small and high-performance while supporting extended operating times. TWS earphones in particular are seeing growing demand for multifunctionality, including noise-cancellation, high-resolution audio compatibility, and advanced sensors for wear detection and location tracking. Smartphone performance is likewise advancing rapidly, driven by AI applications for image and video editing and real-time speech translation. These technological advancements require greater power efficiency to extend battery life within increasingly constrained internal space. Consequently, power supply circuits are required to achieve both small size and high efficiency, requiring power inductors with small case sizes that can handle high currents. To address this need, TAIYO YUDEN has expanded the MCOIL™ LSCN series, utilizing metallic magnetic materials with superior DC saturation characteristics to enable further miniaturization. In response to market demands, TAIYO YUDEN will continue to refine its product lineup to deliver higher performance, greater reliability, and smaller form factors.分析記事 • May 12Taiyo Yuden Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsInvestors in Taiyo Yuden Co., Ltd. ( TSE:6976 ) had a good week, as its shares rose 5.8% to close at JP¥6,502 following...Price Target Changed • May 12Price target increased by 7.2% to JP¥5,611Up from JP¥5,232, the current price target is an average from 16 analysts. New target price is 14% below last closing price of JP¥6,544. Stock is up 175% over the past year. The company is forecast to post earnings per share of JP¥198 for next year compared to JP¥118 last year.Reported Earnings • May 09Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥118 (up from JP¥18.67 in FY 2025). Revenue: JP¥355.3b (up 4.1% from FY 2025). Net income: JP¥14.8b (up JP¥12.5b from FY 2025). Profit margin: 4.2% (up from 0.7% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.1%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.ライブニュース • May 09Taiyo Yuden Eyes 50% Profit Growth on AI and Automotive Demand in FY 2027Taiyo Yuden reports a strong profit rebound in FY 2026, supported by solid demand for capacitors and inductors used in AI servers and automotive applications. Profit margins improved in FY 2026, and the company kept its annual dividend in place. Management projects a 50% profit increase for FY 2027, tied to higher sales of high value-added components for AI and automotive markets. For you as an investor, the key point is that Taiyo Yuden is tying its earnings story directly to AI infrastructure and automotive electronics, rather than broad electronics demand. The company reports stronger profits and better margins in FY 2026, helped by components going into AI servers and vehicles, and it chose to maintain its annual dividend, which indicates an emphasis on shareholder returns alongside growth spending. Looking ahead to FY 2027, management is forecasting a 50% profit increase, again relying on higher sales of high value-added components in AI and automotive uses. This puts the focus on product mix and exposure to these specific end markets rather than just volume. When you assess the stock, you may want to pay attention to how quickly AI server and automotive orders translate into actual component shipments, and whether the company can sustain its margin profile as it scales these higher value product lines.お知らせ • May 08Taiyo Yuden Co., Ltd., Annual General Meeting, Jun 26, 2026Taiyo Yuden Co., Ltd., Annual General Meeting, Jun 26, 2026.Price Target Changed • Apr 24Price target increased by 12% to JP¥5,112Up from JP¥4,568, the current price target is an average from 15 analysts. New target price is 21% below last closing price of JP¥6,508. Stock is up 192% over the past year. The company is forecast to post earnings per share of JP¥112 for next year compared to JP¥18.67 last year.Buy Or Sell Opportunity • Apr 09Now 20% undervaluedOver the last 90 days, the stock has risen 43% to JP¥4,886. The fair value is estimated to be JP¥6,135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has declined by 68%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.New Risk • Apr 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.7% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 166% Paying a dividend despite having no free cash flows. Minor Risk Profit margins are more than 30% lower than last year (1.9% net profit margin).Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Buy Or Sell Opportunity • Mar 09Now 22% undervaluedOver the last 90 days, the stock has risen 2.0% to JP¥3,919. The fair value is estimated to be JP¥5,051, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has declined by 68%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 37% per annum over the same time period.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥4,241, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the Electronic industry in Japan. Total returns to shareholders of 7.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,005 per share.Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥4,063, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 5.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,906 per share.分析記事 • Feb 10Taiyo Yuden Co., Ltd. Just Recorded A 72% EPS Beat: Here's What Analysts Are Forecasting NextIt's been a pretty great week for Taiyo Yuden Co., Ltd. ( TSE:6976 ) shareholders, with its shares surging 18% to...Reported Earnings • Feb 07Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥56.67 (up from JP¥36.87 in 3Q 2025). Revenue: JP¥88.5b (up 1.9% from 3Q 2025). Net income: JP¥7.09b (up 54% from 3Q 2025). Profit margin: 8.0% (up from 5.3% in 3Q 2025). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 72%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.分析記事 • Jan 21Taiyo Yuden (TSE:6976) Will Pay A Dividend Of ¥45.00Taiyo Yuden Co., Ltd. ( TSE:6976 ) has announced that it will pay a dividend of ¥45.00 per share on the 30th of June...分析記事 • Jan 07Taiyo Yuden (TSE:6976) Has Announced A Dividend Of ¥45.00Taiyo Yuden Co., Ltd.'s ( TSE:6976 ) investors are due to receive a payment of ¥45.00 per share on 30th of June. Based...お知らせ • Jan 07Taiyo Yuden Co., Ltd. Adds New 1608 Size to its MCOIL™? LACN Series of Multilayer Metal Power InductorTaiyo Yuden Co., Ltd. has commercialized 14 items, including the multilayer metal power inductor MCOIL™? "LACNF1608KKT1R0MAB" (1.6 x 0.8 x 1.0 mm, maximum height shown), which complies with the "AEC-Q200" certification reliability test standard for passive automotive components. The new product is approximately 49% smaller than previous product, the "LACNF2012KKT1R0MA B" (2.0 x 1.25 x 1.0 mm), and can contribute to the miniaturization and higher performance of power supply circuits installed in automotive vehicles. These products are used as choke coils in DC-DC converters used in automotive engine control systems such as ECUs, safety systems such as ABS, body-related systems such as ADAS, and information systems such as instrument clusters. Mass production of this products began at subsidiary, WAKAYAMA TAIYO YUDEN CO. LTD. (Inami-cho, Hidaka-gun, Wakayama Prefecture), in December 2025. In response, TAIYO YUDen has added a new 1608 size to its MCOIL™? LACN series of multilayer metal power inductors, which boast the advantages of being smaller and thinner, and having an operating temperature range of -55degC to +165degC. proprietary metal materials are bonded to each other by an oxide film using heat treatment, ensuring insulation and providing high heat resistance and thermal conductivity. Thanks to these features, the product exhibits stable characteristics, is able to withstand high temperatures, and achieves high reliability, even in devices used in harsh temperature environments such as automotive applications. TAIYO YUD EN focuses on the development of products that meet market needs, and will continue to expand its power inductors product lineup.Buy Or Sell Opportunity • Jan 06Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥3,615. The fair value is estimated to be JP¥4,578, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 87%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.分析記事 • Dec 23Are Investors Undervaluing Taiyo Yuden Co., Ltd. (TSE:6976) By 23%?Key Insights Taiyo Yuden's estimated fair value is JP¥4,553 based on 2 Stage Free Cash Flow to Equity Taiyo Yuden's...Buy Or Sell Opportunity • Dec 11Now 21% undervaluedOver the last 90 days, the stock has risen 17% to JP¥3,644. The fair value is estimated to be JP¥4,604, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 87%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.分析記事 • Dec 03Taiyo Yuden's (TSE:6976) Dividend Will Be ¥45.00Taiyo Yuden Co., Ltd.'s ( TSE:6976 ) investors are due to receive a payment of ¥45.00 per share on 30th of June. This...お知らせ • Dec 02Taiyo Yuden Co., Ltd. Commercializes the "HVX" and "HTX (-J) Series of Conductive Polymer Hybrid AluminumTAIYO YUDEN CO., LTD. has commercialized the new "HVX (-J)" and "HTX (-J) series of conductive polymer hybrid aluminum electrolytic capacitors (hereinafter referred to as "hybrid capacitors") by revamping its "HVX" and "HTX" series, which comply with the AEC-Q200 Stress Test Qualification for Passive Components. The capacitors are used for noise suppression and power smoothing in power supply circuits for control functions such as automotive power steering or safety functions such as ADAS. While rated ripple currents of hybrid capacitors continue to increase in response to increasing currents required for power sources due to the advancement of ADAS, there is a demand for a wide range of sizes and lower profiles to enable greater design flexibility. In September 2025, the company began mass production of the capacitors at the Shirakawa Plant (Nishi-Shirakawa-gun,ukushima Prefecture) and Aomori Plant (Kuroishi City, Aomori Prefecture) of company subsidiary ELNA CO., LTD. (President: Masahiro Kosaka; Head Office: Chuo-ku, Tokyo). Samples are available for JPY 150 per unit. In hybrid capacitors, a conductive polymer and an electrolyte solution are used as the electrolyte. This position takes advantage of the low ESR characteristic of conductive polymers with the self-repairing property of anodic oxide film, which is a characteristic of aluminum electrolytic capacitors, achieving both high performance and reliability. In recent years, automobiles have become increasingly electrified, with a higher number of power circuits for ADAS, electric controls, and electric motors on EVs, and hybrid capacitors are installed for noise suppression in the power circuits and power smoothing.Declared Dividend • Dec 02First half dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (131% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 45% to bring the payout ratio under control. EPS is expected to grow by 164% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Dec 01Taiyo Yuden Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026Taiyo Yuden Co., Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026分析記事 • Nov 16Taiyo Yuden's (TSE:6976) Soft Earnings Are Actually Better Than They AppearInvestors were disappointed with the weak earnings posted by Taiyo Yuden Co., Ltd. ( TSE:6976 ). However, our analysis...分析記事 • Nov 09Results: Taiyo Yuden Co., Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsTaiyo Yuden Co., Ltd. ( TSE:6976 ) just released its interim report and things are looking bullish. The company beat...Reported Earnings • Nov 08Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥51.33 (up from JP¥21.99 loss in 2Q 2025). Revenue: JP¥92.8b (up 7.0% from 2Q 2025). Net income: JP¥6.42b (up JP¥9.16b from 2Q 2025). Profit margin: 6.9% (up from net loss in 2Q 2025). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.New Risk • Nov 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.9% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 261% Paying a dividend despite having no free cash flows. Minor Risk Profit margins are more than 30% lower than last year (1.2% net profit margin).Buy Or Sell Opportunity • Nov 07Now 23% undervaluedOver the last 90 days, the stock has risen 31% to JP¥3,645. The fair value is estimated to be JP¥4,762, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.分析記事 • Nov 07There's Reason For Concern Over Taiyo Yuden Co., Ltd.'s (TSE:6976) Massive 25% Price JumpTaiyo Yuden Co., Ltd. ( TSE:6976 ) shares have continued their recent momentum with a 25% gain in the last month alone...お知らせ • Nov 01TAYO YUDEN Commercializes 1005M-Size Embeddable Multilayer Ceramic Capacitor with 22-mF Capacitance for AI ServersTAIYO YUDEN CO., LTD. has commercialized and begun mass production of embeddable multilayer ceramic capacitor (MLCC) that achieves a capacitance of 22-mF in a 1005M size (1.0 x 0.5 mm). This ceramic capacitor is an MLCC designed for decoupling applications on IC power lines used in AI servers and other types of information devices. components embedded in a board require high precision in terms of flatness of the external electrodes for connection to the circuit. With respect to this requirement, TAIYO YUDEN has commercialized an embeddable MLCC that achieves a 22-mF capacitance in a 1005M size by enhancing external electrode formation technology and other element technologies. Mass production of the capacitor began at Tamamura Plant (Sawa District, Gunma Prefecture) in August 2025. Samples are available for JPYO YUDEN per unit. AI servers and other types of devices with advanced information processing capabilities are equipped with ICs that consume extremely large amounts of power. For decoupling purposes in such power supply circuits, small, high-capacity MLCCs are required to handle large currents. Additionally, to minimize circuit loss and noise, it is important to route the power supply circuit close to the ICs. Traditional power supply circuits are routed around ICs. But, technological developments are progressing, allowing them to be placed closer, such as on the back of the board or directly under the ICs. Thus, embeddable MLCCs need to be equipped with high-precision external electrodes to connect to the lines. To satisfy this need, TAIYO YudEN has improved its external electrode formation technology and commercialized 1005M-size embeddable MLCC with a capacitance of 22 mF. T T [mm] Rated Rated Capacitance Temp. Temperature [mm] (max.) (max.) voltage capacitance tolerance [%] characteristics [V] [mF] 1.2x0.7 0.8 2.5 22 +-20 -55~+125 X7T2.5 22 +-20-55~+105 X6S.Price Target Changed • Oct 25Price target increased by 8.7% to JP¥3,223Up from JP¥2,966, the current price target is an average from 15 analysts. New target price is 17% below last closing price of JP¥3,889. Stock is up 44% over the past year. The company is forecast to post earnings per share of JP¥81.15 for next year compared to JP¥18.67 last year.Buy Or Sell Opportunity • Oct 10Now 24% undervaluedOver the last 90 days, the stock has risen 32% to JP¥3,462. The fair value is estimated to be JP¥4,531, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Price Target Changed • Oct 03Price target increased by 7.8% to JP¥2,966Up from JP¥2,753, the current price target is an average from 15 analysts. New target price is 14% below last closing price of JP¥3,431. Stock is up 16% over the past year. The company is forecast to post earnings per share of JP¥80.04 for next year compared to JP¥18.67 last year.Price Target Changed • Sep 30Price target increased by 8.7% to JP¥2,926Up from JP¥2,693, the current price target is an average from 15 analysts. New target price is 12% below last closing price of JP¥3,310. Stock is up 7.4% over the past year. The company is forecast to post earnings per share of JP¥79.80 for next year compared to JP¥18.67 last year.分析記事 • Sep 23Some Shareholders Feeling Restless Over Taiyo Yuden Co., Ltd.'s (TSE:6976) P/S RatioWhen you see that almost half of the companies in the Electronic industry in Japan have price-to-sales ratios (or...Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).分析記事 • Sep 04Taiyo Yuden (TSE:6976) Will Pay A Dividend Of ¥45.00Taiyo Yuden Co., Ltd. ( TSE:6976 ) has announced that it will pay a dividend of ¥45.00 per share on the 2nd of...お知らせ • Sep 04Taiyo Yuden Co., Ltd. to Report Q2, 2026 Results on Nov 06, 2025Taiyo Yuden Co., Ltd. announced that they will report Q2, 2026 results on Nov 06, 2025分析記事 • Aug 07Taiyo Yuden Co., Ltd. Just Missed Earnings; Here's What Analysts Are Forecasting NowTSE:6976 1 Year Share Price vs Fair Value Explore Taiyo Yuden's Fair Values from the Community and select yours...Reported Earnings • Aug 06First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: JP¥7.02 loss per share (down from JP¥50.62 profit in 1Q 2025). Revenue: JP¥84.8b (up 4.5% from 1Q 2025). Net loss: JP¥876.0m (down 114% from profit in 1Q 2025). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.分析記事 • Jul 24Taiyo Yuden (TSE:6976) Will Pay A Dividend Of ¥45.00Taiyo Yuden Co., Ltd. ( TSE:6976 ) will pay a dividend of ¥45.00 on the 2nd of December. This makes the dividend yield...分析記事 • Jul 10Taiyo Yuden (TSE:6976) Has Affirmed Its Dividend Of ¥45.00The board of Taiyo Yuden Co., Ltd. ( TSE:6976 ) has announced that it will pay a dividend on the 2nd of December, with...Declared Dividend • Jul 09Final dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 3.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (482% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 436% to bring the payout ratio under control. EPS is expected to grow by 143% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Jun 29Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥18.67 (down from JP¥66.74 in FY 2024). Revenue: JP¥341.4b (up 5.8% from FY 2024). Net income: JP¥2.33b (down 72% from FY 2024). Profit margin: 0.7% (down from 2.6% in FY 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 59%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.分析記事 • Jun 25Some Investors May Be Worried About Taiyo Yuden's (TSE:6976) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...お知らせ • Jun 03Taiyo Yuden Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025Taiyo Yuden Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025New Risk • May 12New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 482% The company is paying a dividend despite having no free cash flows. Dividend yield: 4.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.8% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 482% Paying a dividend despite having no free cash flows. Minor Risk Profit margins are more than 30% lower than last year (0.7% net profit margin).Reported Earnings • May 10Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥18.67 (down from JP¥66.74 in FY 2024). Revenue: JP¥341.4b (up 5.8% from FY 2024). Net income: JP¥2.33b (down 72% from FY 2024). Profit margin: 0.7% (down from 2.6% in FY 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 59%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.お知らせ • May 09+ 4 more updatesTaiyo Yuden Co., Ltd., Annual General Meeting, Jun 27, 2025Taiyo Yuden Co., Ltd., Annual General Meeting, Jun 27, 2025.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,096, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,837 per share.Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).お知らせ • Mar 04Taiyo Yuden Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Taiyo Yuden Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025Major Estimate Revision • Feb 14Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥53.97 to JP¥44.31 per share. Revenue forecast steady at JP¥335.4b. Net income forecast to shrink 0.07% next year vs 11% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥3,156 to JP¥2,726. Share price rose 17% to JP¥2,643 over the past week.お知らせ • Feb 09Taiyo Yuden Co., Ltd. Revises Consolidated Earnings Guidance for the Year Ending March 31, 2025Taiyo Yuden Co., Ltd. revised consolidated earnings guidance for the year ending March 31, 2025. For the year, the company now expects net sales of JPY 338,500 million, operating profit JPY 10,000 million, profit attributable of owners of parent of JPY 5,000 million and basic earnings per share JPY 40.09 compared to the previous guidance of net sales of JPY 330,000 million, operating profit JPY 7,600 million. Rationale: Based on the financial results for the nine-month period ended December 31, 2024, future demand forecasts, and trend of foreign exchange rate fluctuations, and other factors, the Company will revise the full-year consolidated financial results forecasts for the fiscal year ending March 31, 2025 published on November 7. In the fourth quarter, the Company forecasts an improvement in the demand environment, despite the seasonal slump in demand for products for use in communication equipment compared to the third quarter, as demand for products for use in automotive and IT infrastructure/industrial equipment is expected to increase. Additionally, The company expects an extraordinary loss of JPY 1.0 billion as business restructuring expenses. The forecast is based on an average foreign exchange rate for the fourth quarter of USD 1: JPY 153.Reported Earnings • Feb 08Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: JP¥36.87 (up from JP¥2.22 in 3Q 2024). Revenue: JP¥86.9b (flat on 3Q 2024). Net income: JP¥4.60b (up JP¥4.32b from 3Q 2024). Profit margin: 5.3% (up from 0.3% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 41%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.Price Target Changed • Feb 08Price target decreased by 13% to JP¥2,753Down from JP¥3,156, the current price target is an average from 15 analysts. New target price is 21% above last closing price of JP¥2,268. Stock is down 35% over the past year. The company is forecast to post earnings per share of JP¥46.64 for next year compared to JP¥66.74 last year.Major Estimate Revision • Jan 24Consensus EPS estimates fall by 20%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥67.25 to JP¥53.80 per share. Revenue forecast steady at JP¥334.9b. Net income forecast to grow 32% next year vs 14% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥3,317 to JP¥3,156. Share price rose 4.5% to JP¥2,300 over the past week.Price Target Changed • Dec 28Price target decreased by 8.1% to JP¥3,317Down from JP¥3,611, the current price target is an average from 16 analysts. New target price is 45% above last closing price of JP¥2,286. Stock is down 39% over the past year. The company is forecast to post earnings per share of JP¥67.25 for next year compared to JP¥66.74 last year.Major Estimate Revision • Dec 21Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥89.37 to JP¥74.12 per share. Revenue forecast steady at JP¥338.0b. Net income forecast to grow 61% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥3,611 to JP¥3,423. Share price rose 2.7% to JP¥2,198 over the past week.Major Estimate Revision • Dec 13Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥105 to JP¥89.37 per share. Revenue forecast steady at JP¥341.1b. Net income forecast to grow 82% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥3,717 to JP¥3,611. Share price was steady at JP¥2,142 over the past week.Declared Dividend • Dec 03First half dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 4.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (132% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 47% to bring the payout ratio under control. EPS is expected to grow by 131% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Nov 30Taiyo Yuden Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025Taiyo Yuden Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025Price Target Changed • Nov 15Price target decreased by 10% to JP¥3,739Down from JP¥4,173, the current price target is an average from 16 analysts. New target price is 71% above last closing price of JP¥2,190. Stock is down 44% over the past year. The company is forecast to post earnings per share of JP¥118 for next year compared to JP¥66.74 last year.Major Estimate Revision • Nov 14Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥137 to JP¥120 per share. Revenue forecast steady at JP¥345.4b. Net income forecast to grow 125% next year vs 14% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥4,173 to JP¥3,898. Share price fell 20% to JP¥2,211 over the past week.Reported Earnings • Nov 09Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: JP¥21.99 loss per share (down from JP¥20.04 profit in 2Q 2024). Revenue: JP¥86.7b (up 4.7% from 2Q 2024). Net loss: JP¥2.74b (down 210% from profit in 2Q 2024). Revenue missed analyst estimates by 13%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Sep 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,985, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 58% over the past three years.Reported Earnings • Aug 08First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: JP¥50.62 (up from JP¥7.25 in 1Q 2024). Revenue: JP¥81.1b (up 12% from 1Q 2024). Net income: JP¥6.31b (up JP¥5.41b from 1Q 2024). Profit margin: 7.8% (up from 1.2% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates by 168%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • Aug 08Taiyo Yuden Co., Ltd. to Report Q2, 2025 Results on Nov 07, 2024Taiyo Yuden Co., Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥3,413, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,571 per share.Buy Or Sell Opportunity • Jul 25Now 24% undervaluedOver the last 90 days, the stock has risen 18% to JP¥4,352. The fair value is estimated to be JP¥5,750, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 47%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.Price Target Changed • Jul 16Price target increased by 11% to JP¥4,730Up from JP¥4,278, the current price target is an average from 15 analysts. New target price is 6.1% below last closing price of JP¥5,037. Stock is up 16% over the past year. The company is forecast to post earnings per share of JP¥145 for next year compared to JP¥66.74 last year.業績と収益の成長予測TSE:6976 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029465,13952,53942,24493,12573/31/2028416,71037,33928,96479,498163/31/2027382,65025,41928,20068,371163/31/2026355,34114,80617,05458,117N/A12/31/2025352,8536,788N/AN/AN/A9/30/2025351,2064,301-8,64342,764N/A6/30/2025345,110-4,857N/AN/AN/A3/31/2025341,4382,328-28,77433,941N/A12/31/2024335,55812,807N/AN/AN/A9/30/2024335,0768,484-22,64145,193N/A6/30/2024331,17313,723N/AN/AN/A3/31/2024322,6478,317-28,80351,104N/A12/31/2023314,27139N/AN/AN/A9/30/2023306,9181,736-30,13244,428N/A6/30/2023310,37611,883N/AN/AN/A3/31/2023319,50423,216-23,87839,460N/A12/31/2022334,17239,355N/AN/AN/A9/30/2022344,97950,793-12,52349,667N/A6/30/2022347,54053,628N/AN/AN/A3/31/2022349,63654,36115,76467,315N/A12/31/2021341,98150,649N/AN/AN/A9/30/2021333,36845,62127,38069,816N/A6/30/2021324,26337,043N/AN/AN/A3/31/2021300,92028,6158,97452,882N/A12/31/2020289,68317,849N/AN/AN/A9/30/2020280,64314,1322,39749,119N/A6/30/2020274,18715,412N/AN/AN/A3/31/2020282,32918,0228,36752,434N/A12/31/2019280,91623,636N/AN/AN/A9/30/2019282,69228,039N/A50,681N/A6/30/2019283,40825,193N/AN/AN/A3/31/2019274,34923,687N/A42,967N/A12/31/2018267,41223,724N/AN/AN/A9/30/2018259,50219,957N/A40,893N/A6/30/2018249,62118,887N/AN/AN/A3/31/2018244,11716,355N/A33,944N/A12/31/2017241,73213,134N/AN/AN/A9/30/2017235,86411,899N/A27,897N/A6/30/2017231,3178,317N/AN/AN/A3/31/2017230,7165,428N/A29,692N/A12/31/2016227,5255,343N/AN/AN/A9/30/2016231,3087,710N/A29,942N/A6/30/2016237,33811,917N/AN/AN/A3/31/2016240,38514,751N/A38,278N/A12/31/2015245,94319,347N/AN/AN/A9/30/2015244,02018,141N/A34,845N/A6/30/2015235,50615,077N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 6976の予測収益成長率 (年間27% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 6976の収益 ( 27% ) はJP市場 ( 8.7% ) よりも速いペースで成長すると予測されています。高成長収益: 6976の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 6976の収益 ( 8% ) JP市場 ( 5.4% ) よりも速いペースで成長すると予測されています。高い収益成長: 6976の収益 ( 8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 6976の 自己資本利益率 は、3年後には低くなると予測されています ( 12.6 %)。成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 16:36終値2026/05/25 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Taiyo Yuden Co., Ltd. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27 アナリスト機関George ChangAletheia Analyst Network LimitedMasaru KoshitaBarclaysMasashi KubotaBofA Global Research24 その他のアナリストを表示
分析記事 • May 12Taiyo Yuden Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsInvestors in Taiyo Yuden Co., Ltd. ( TSE:6976 ) had a good week, as its shares rose 5.8% to close at JP¥6,502 following...
Price Target Changed • May 12Price target increased by 7.2% to JP¥5,611Up from JP¥5,232, the current price target is an average from 16 analysts. New target price is 14% below last closing price of JP¥6,544. Stock is up 175% over the past year. The company is forecast to post earnings per share of JP¥198 for next year compared to JP¥118 last year.
Price Target Changed • Apr 24Price target increased by 12% to JP¥5,112Up from JP¥4,568, the current price target is an average from 15 analysts. New target price is 21% below last closing price of JP¥6,508. Stock is up 192% over the past year. The company is forecast to post earnings per share of JP¥112 for next year compared to JP¥18.67 last year.
分析記事 • Feb 10Taiyo Yuden Co., Ltd. Just Recorded A 72% EPS Beat: Here's What Analysts Are Forecasting NextIt's been a pretty great week for Taiyo Yuden Co., Ltd. ( TSE:6976 ) shareholders, with its shares surging 18% to...
分析記事 • Nov 09Results: Taiyo Yuden Co., Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsTaiyo Yuden Co., Ltd. ( TSE:6976 ) just released its interim report and things are looking bullish. The company beat...
Price Target Changed • Oct 25Price target increased by 8.7% to JP¥3,223Up from JP¥2,966, the current price target is an average from 15 analysts. New target price is 17% below last closing price of JP¥3,889. Stock is up 44% over the past year. The company is forecast to post earnings per share of JP¥81.15 for next year compared to JP¥18.67 last year.
Buy Or Sell Opportunity • 11hNow 35% overvalued after recent price riseOver the last 90 days, the stock has risen 113% to JP¥10,605. The fair value is estimated to be JP¥7,881, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has declined by 24%. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.
お知らせ • May 20Taiyo Yuden Co., Ltd. to Report Q1, 2027 Results on Aug 05, 2026Taiyo Yuden Co., Ltd. announced that they will report Q1, 2027 results at 3:30 PM, Tokyo Standard Time on Aug 05, 2026
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥7,742, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 18x in the Electronic industry in Japan. Total returns to shareholders of 105% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,750 per share.
お知らせ • May 14Taiyo Yuden Co., Ltd. Launches New Metal Power Inductors in Mcoil Lscn SeriesTAIYO YUDEN CO., LTD. has commenced the mass production of nine new multilayer metal power inductors in its MCOIL™ LSCN series, available in four sizes. The new lineup includes the "LSCND0805FET1R2MJ" (0.8 x 0.45 x 0.65 mm) and the "LSCND1008HKT1R5MF" (1.0 x 0.8 x 0.80 mm). These power inductors are designed for use as choke coils in the power supply circuits of smartphones and wearable devices, including smartwatches and True Wireless Stereo (TWS) earphones. Compared to TAIYO YUDEN's previous smallest multilayer metal power inductor (1.0 x 0.5 x 0.33 mm), the "LSCND0805FET1R2MJ" offers a footprint reduction of approximately 30%. The new "LSCND1008HKT1R5MF" (1.0 x 0.8 x 0.80 mm, nominal inductance 1.5 µH, saturation current 1.2 A) delivers a footprint approximately 40% smaller than the previous "LSCNB1210EKT1R5MB" (1.25 x 1.05 x 0.5 mm, nominal inductance 1.5 µH, saturation current 1.2 A) while maintaining equivalent performance. These products combine excellent DC saturation characteristics with a significantly reduced footprint. Mass production began in April 2026 at TAIYO YUDEN's subsidiary, WAKAYAMA TAIYO YUDEN CO., LTD. (Hidaka-gun, Wakayama Prefecture). Samples are available at 50 yen per unit. Wearable devices must be small and high-performance while supporting extended operating times. TWS earphones in particular are seeing growing demand for multifunctionality, including noise-cancellation, high-resolution audio compatibility, and advanced sensors for wear detection and location tracking. Smartphone performance is likewise advancing rapidly, driven by AI applications for image and video editing and real-time speech translation. These technological advancements require greater power efficiency to extend battery life within increasingly constrained internal space. Consequently, power supply circuits are required to achieve both small size and high efficiency, requiring power inductors with small case sizes that can handle high currents. To address this need, TAIYO YUDEN has expanded the MCOIL™ LSCN series, utilizing metallic magnetic materials with superior DC saturation characteristics to enable further miniaturization. In response to market demands, TAIYO YUDEN will continue to refine its product lineup to deliver higher performance, greater reliability, and smaller form factors.
分析記事 • May 12Taiyo Yuden Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsInvestors in Taiyo Yuden Co., Ltd. ( TSE:6976 ) had a good week, as its shares rose 5.8% to close at JP¥6,502 following...
Price Target Changed • May 12Price target increased by 7.2% to JP¥5,611Up from JP¥5,232, the current price target is an average from 16 analysts. New target price is 14% below last closing price of JP¥6,544. Stock is up 175% over the past year. The company is forecast to post earnings per share of JP¥198 for next year compared to JP¥118 last year.
Reported Earnings • May 09Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥118 (up from JP¥18.67 in FY 2025). Revenue: JP¥355.3b (up 4.1% from FY 2025). Net income: JP¥14.8b (up JP¥12.5b from FY 2025). Profit margin: 4.2% (up from 0.7% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.1%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
ライブニュース • May 09Taiyo Yuden Eyes 50% Profit Growth on AI and Automotive Demand in FY 2027Taiyo Yuden reports a strong profit rebound in FY 2026, supported by solid demand for capacitors and inductors used in AI servers and automotive applications. Profit margins improved in FY 2026, and the company kept its annual dividend in place. Management projects a 50% profit increase for FY 2027, tied to higher sales of high value-added components for AI and automotive markets. For you as an investor, the key point is that Taiyo Yuden is tying its earnings story directly to AI infrastructure and automotive electronics, rather than broad electronics demand. The company reports stronger profits and better margins in FY 2026, helped by components going into AI servers and vehicles, and it chose to maintain its annual dividend, which indicates an emphasis on shareholder returns alongside growth spending. Looking ahead to FY 2027, management is forecasting a 50% profit increase, again relying on higher sales of high value-added components in AI and automotive uses. This puts the focus on product mix and exposure to these specific end markets rather than just volume. When you assess the stock, you may want to pay attention to how quickly AI server and automotive orders translate into actual component shipments, and whether the company can sustain its margin profile as it scales these higher value product lines.
お知らせ • May 08Taiyo Yuden Co., Ltd., Annual General Meeting, Jun 26, 2026Taiyo Yuden Co., Ltd., Annual General Meeting, Jun 26, 2026.
Price Target Changed • Apr 24Price target increased by 12% to JP¥5,112Up from JP¥4,568, the current price target is an average from 15 analysts. New target price is 21% below last closing price of JP¥6,508. Stock is up 192% over the past year. The company is forecast to post earnings per share of JP¥112 for next year compared to JP¥18.67 last year.
Buy Or Sell Opportunity • Apr 09Now 20% undervaluedOver the last 90 days, the stock has risen 43% to JP¥4,886. The fair value is estimated to be JP¥6,135, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has declined by 68%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.
New Risk • Apr 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.7% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 166% Paying a dividend despite having no free cash flows. Minor Risk Profit margins are more than 30% lower than last year (1.9% net profit margin).
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Buy Or Sell Opportunity • Mar 09Now 22% undervaluedOver the last 90 days, the stock has risen 2.0% to JP¥3,919. The fair value is estimated to be JP¥5,051, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has declined by 68%. For the next 3 years, revenue is forecast to grow by 6.4% per annum. Earnings are also forecast to grow by 37% per annum over the same time period.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥4,241, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 18x in the Electronic industry in Japan. Total returns to shareholders of 7.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,005 per share.
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥4,063, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 17x in the Electronic industry in Japan. Total returns to shareholders of 5.0% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,906 per share.
分析記事 • Feb 10Taiyo Yuden Co., Ltd. Just Recorded A 72% EPS Beat: Here's What Analysts Are Forecasting NextIt's been a pretty great week for Taiyo Yuden Co., Ltd. ( TSE:6976 ) shareholders, with its shares surging 18% to...
Reported Earnings • Feb 07Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥56.67 (up from JP¥36.87 in 3Q 2025). Revenue: JP¥88.5b (up 1.9% from 3Q 2025). Net income: JP¥7.09b (up 54% from 3Q 2025). Profit margin: 8.0% (up from 5.3% in 3Q 2025). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 72%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
分析記事 • Jan 21Taiyo Yuden (TSE:6976) Will Pay A Dividend Of ¥45.00Taiyo Yuden Co., Ltd. ( TSE:6976 ) has announced that it will pay a dividend of ¥45.00 per share on the 30th of June...
分析記事 • Jan 07Taiyo Yuden (TSE:6976) Has Announced A Dividend Of ¥45.00Taiyo Yuden Co., Ltd.'s ( TSE:6976 ) investors are due to receive a payment of ¥45.00 per share on 30th of June. Based...
お知らせ • Jan 07Taiyo Yuden Co., Ltd. Adds New 1608 Size to its MCOIL™? LACN Series of Multilayer Metal Power InductorTaiyo Yuden Co., Ltd. has commercialized 14 items, including the multilayer metal power inductor MCOIL™? "LACNF1608KKT1R0MAB" (1.6 x 0.8 x 1.0 mm, maximum height shown), which complies with the "AEC-Q200" certification reliability test standard for passive automotive components. The new product is approximately 49% smaller than previous product, the "LACNF2012KKT1R0MA B" (2.0 x 1.25 x 1.0 mm), and can contribute to the miniaturization and higher performance of power supply circuits installed in automotive vehicles. These products are used as choke coils in DC-DC converters used in automotive engine control systems such as ECUs, safety systems such as ABS, body-related systems such as ADAS, and information systems such as instrument clusters. Mass production of this products began at subsidiary, WAKAYAMA TAIYO YUDEN CO. LTD. (Inami-cho, Hidaka-gun, Wakayama Prefecture), in December 2025. In response, TAIYO YUDen has added a new 1608 size to its MCOIL™? LACN series of multilayer metal power inductors, which boast the advantages of being smaller and thinner, and having an operating temperature range of -55degC to +165degC. proprietary metal materials are bonded to each other by an oxide film using heat treatment, ensuring insulation and providing high heat resistance and thermal conductivity. Thanks to these features, the product exhibits stable characteristics, is able to withstand high temperatures, and achieves high reliability, even in devices used in harsh temperature environments such as automotive applications. TAIYO YUD EN focuses on the development of products that meet market needs, and will continue to expand its power inductors product lineup.
Buy Or Sell Opportunity • Jan 06Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥3,615. The fair value is estimated to be JP¥4,578, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 87%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.
分析記事 • Dec 23Are Investors Undervaluing Taiyo Yuden Co., Ltd. (TSE:6976) By 23%?Key Insights Taiyo Yuden's estimated fair value is JP¥4,553 based on 2 Stage Free Cash Flow to Equity Taiyo Yuden's...
Buy Or Sell Opportunity • Dec 11Now 21% undervaluedOver the last 90 days, the stock has risen 17% to JP¥3,644. The fair value is estimated to be JP¥4,604, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 87%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 38% per annum over the same time period.
分析記事 • Dec 03Taiyo Yuden's (TSE:6976) Dividend Will Be ¥45.00Taiyo Yuden Co., Ltd.'s ( TSE:6976 ) investors are due to receive a payment of ¥45.00 per share on 30th of June. This...
お知らせ • Dec 02Taiyo Yuden Co., Ltd. Commercializes the "HVX" and "HTX (-J) Series of Conductive Polymer Hybrid AluminumTAIYO YUDEN CO., LTD. has commercialized the new "HVX (-J)" and "HTX (-J) series of conductive polymer hybrid aluminum electrolytic capacitors (hereinafter referred to as "hybrid capacitors") by revamping its "HVX" and "HTX" series, which comply with the AEC-Q200 Stress Test Qualification for Passive Components. The capacitors are used for noise suppression and power smoothing in power supply circuits for control functions such as automotive power steering or safety functions such as ADAS. While rated ripple currents of hybrid capacitors continue to increase in response to increasing currents required for power sources due to the advancement of ADAS, there is a demand for a wide range of sizes and lower profiles to enable greater design flexibility. In September 2025, the company began mass production of the capacitors at the Shirakawa Plant (Nishi-Shirakawa-gun,ukushima Prefecture) and Aomori Plant (Kuroishi City, Aomori Prefecture) of company subsidiary ELNA CO., LTD. (President: Masahiro Kosaka; Head Office: Chuo-ku, Tokyo). Samples are available for JPY 150 per unit. In hybrid capacitors, a conductive polymer and an electrolyte solution are used as the electrolyte. This position takes advantage of the low ESR characteristic of conductive polymers with the self-repairing property of anodic oxide film, which is a characteristic of aluminum electrolytic capacitors, achieving both high performance and reliability. In recent years, automobiles have become increasingly electrified, with a higher number of power circuits for ADAS, electric controls, and electric motors on EVs, and hybrid capacitors are installed for noise suppression in the power circuits and power smoothing.
Declared Dividend • Dec 02First half dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 2.6%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (131% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 45% to bring the payout ratio under control. EPS is expected to grow by 164% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Dec 01Taiyo Yuden Co., Ltd. to Report Q3, 2026 Results on Feb 06, 2026Taiyo Yuden Co., Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026
分析記事 • Nov 16Taiyo Yuden's (TSE:6976) Soft Earnings Are Actually Better Than They AppearInvestors were disappointed with the weak earnings posted by Taiyo Yuden Co., Ltd. ( TSE:6976 ). However, our analysis...
分析記事 • Nov 09Results: Taiyo Yuden Co., Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsTaiyo Yuden Co., Ltd. ( TSE:6976 ) just released its interim report and things are looking bullish. The company beat...
Reported Earnings • Nov 08Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥51.33 (up from JP¥21.99 loss in 2Q 2025). Revenue: JP¥92.8b (up 7.0% from 2Q 2025). Net income: JP¥6.42b (up JP¥9.16b from 2Q 2025). Profit margin: 6.9% (up from net loss in 2Q 2025). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 28%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
New Risk • Nov 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.9% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 261% Paying a dividend despite having no free cash flows. Minor Risk Profit margins are more than 30% lower than last year (1.2% net profit margin).
Buy Or Sell Opportunity • Nov 07Now 23% undervaluedOver the last 90 days, the stock has risen 31% to JP¥3,645. The fair value is estimated to be JP¥4,762, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Nov 07There's Reason For Concern Over Taiyo Yuden Co., Ltd.'s (TSE:6976) Massive 25% Price JumpTaiyo Yuden Co., Ltd. ( TSE:6976 ) shares have continued their recent momentum with a 25% gain in the last month alone...
お知らせ • Nov 01TAYO YUDEN Commercializes 1005M-Size Embeddable Multilayer Ceramic Capacitor with 22-mF Capacitance for AI ServersTAIYO YUDEN CO., LTD. has commercialized and begun mass production of embeddable multilayer ceramic capacitor (MLCC) that achieves a capacitance of 22-mF in a 1005M size (1.0 x 0.5 mm). This ceramic capacitor is an MLCC designed for decoupling applications on IC power lines used in AI servers and other types of information devices. components embedded in a board require high precision in terms of flatness of the external electrodes for connection to the circuit. With respect to this requirement, TAIYO YUDEN has commercialized an embeddable MLCC that achieves a 22-mF capacitance in a 1005M size by enhancing external electrode formation technology and other element technologies. Mass production of the capacitor began at Tamamura Plant (Sawa District, Gunma Prefecture) in August 2025. Samples are available for JPYO YUDEN per unit. AI servers and other types of devices with advanced information processing capabilities are equipped with ICs that consume extremely large amounts of power. For decoupling purposes in such power supply circuits, small, high-capacity MLCCs are required to handle large currents. Additionally, to minimize circuit loss and noise, it is important to route the power supply circuit close to the ICs. Traditional power supply circuits are routed around ICs. But, technological developments are progressing, allowing them to be placed closer, such as on the back of the board or directly under the ICs. Thus, embeddable MLCCs need to be equipped with high-precision external electrodes to connect to the lines. To satisfy this need, TAIYO YudEN has improved its external electrode formation technology and commercialized 1005M-size embeddable MLCC with a capacitance of 22 mF. T T [mm] Rated Rated Capacitance Temp. Temperature [mm] (max.) (max.) voltage capacitance tolerance [%] characteristics [V] [mF] 1.2x0.7 0.8 2.5 22 +-20 -55~+125 X7T2.5 22 +-20-55~+105 X6S.
Price Target Changed • Oct 25Price target increased by 8.7% to JP¥3,223Up from JP¥2,966, the current price target is an average from 15 analysts. New target price is 17% below last closing price of JP¥3,889. Stock is up 44% over the past year. The company is forecast to post earnings per share of JP¥81.15 for next year compared to JP¥18.67 last year.
Buy Or Sell Opportunity • Oct 10Now 24% undervaluedOver the last 90 days, the stock has risen 32% to JP¥3,462. The fair value is estimated to be JP¥4,531, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Price Target Changed • Oct 03Price target increased by 7.8% to JP¥2,966Up from JP¥2,753, the current price target is an average from 15 analysts. New target price is 14% below last closing price of JP¥3,431. Stock is up 16% over the past year. The company is forecast to post earnings per share of JP¥80.04 for next year compared to JP¥18.67 last year.
Price Target Changed • Sep 30Price target increased by 8.7% to JP¥2,926Up from JP¥2,693, the current price target is an average from 15 analysts. New target price is 12% below last closing price of JP¥3,310. Stock is up 7.4% over the past year. The company is forecast to post earnings per share of JP¥79.80 for next year compared to JP¥18.67 last year.
分析記事 • Sep 23Some Shareholders Feeling Restless Over Taiyo Yuden Co., Ltd.'s (TSE:6976) P/S RatioWhen you see that almost half of the companies in the Electronic industry in Japan have price-to-sales ratios (or...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
分析記事 • Sep 04Taiyo Yuden (TSE:6976) Will Pay A Dividend Of ¥45.00Taiyo Yuden Co., Ltd. ( TSE:6976 ) has announced that it will pay a dividend of ¥45.00 per share on the 2nd of...
お知らせ • Sep 04Taiyo Yuden Co., Ltd. to Report Q2, 2026 Results on Nov 06, 2025Taiyo Yuden Co., Ltd. announced that they will report Q2, 2026 results on Nov 06, 2025
分析記事 • Aug 07Taiyo Yuden Co., Ltd. Just Missed Earnings; Here's What Analysts Are Forecasting NowTSE:6976 1 Year Share Price vs Fair Value Explore Taiyo Yuden's Fair Values from the Community and select yours...
Reported Earnings • Aug 06First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: JP¥7.02 loss per share (down from JP¥50.62 profit in 1Q 2025). Revenue: JP¥84.8b (up 4.5% from 1Q 2025). Net loss: JP¥876.0m (down 114% from profit in 1Q 2025). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
分析記事 • Jul 24Taiyo Yuden (TSE:6976) Will Pay A Dividend Of ¥45.00Taiyo Yuden Co., Ltd. ( TSE:6976 ) will pay a dividend of ¥45.00 on the 2nd of December. This makes the dividend yield...
分析記事 • Jul 10Taiyo Yuden (TSE:6976) Has Affirmed Its Dividend Of ¥45.00The board of Taiyo Yuden Co., Ltd. ( TSE:6976 ) has announced that it will pay a dividend on the 2nd of December, with...
Declared Dividend • Jul 09Final dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 3.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (482% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 436% to bring the payout ratio under control. EPS is expected to grow by 143% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Jun 29Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥18.67 (down from JP¥66.74 in FY 2024). Revenue: JP¥341.4b (up 5.8% from FY 2024). Net income: JP¥2.33b (down 72% from FY 2024). Profit margin: 0.7% (down from 2.6% in FY 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 59%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
分析記事 • Jun 25Some Investors May Be Worried About Taiyo Yuden's (TSE:6976) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
お知らせ • Jun 03Taiyo Yuden Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025Taiyo Yuden Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025
New Risk • May 12New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 482% The company is paying a dividend despite having no free cash flows. Dividend yield: 4.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.8% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 482% Paying a dividend despite having no free cash flows. Minor Risk Profit margins are more than 30% lower than last year (0.7% net profit margin).
Reported Earnings • May 10Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥18.67 (down from JP¥66.74 in FY 2024). Revenue: JP¥341.4b (up 5.8% from FY 2024). Net income: JP¥2.33b (down 72% from FY 2024). Profit margin: 0.7% (down from 2.6% in FY 2024). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 59%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
お知らせ • May 09+ 4 more updatesTaiyo Yuden Co., Ltd., Annual General Meeting, Jun 27, 2025Taiyo Yuden Co., Ltd., Annual General Meeting, Jun 27, 2025.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,096, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 11x in the Electronic industry in Japan. Total loss to shareholders of 55% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,837 per share.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is on the higher end at 88% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
お知らせ • Mar 04Taiyo Yuden Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025Taiyo Yuden Co., Ltd. announced that they will report fiscal year 2025 results on May 09, 2025
Major Estimate Revision • Feb 14Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥53.97 to JP¥44.31 per share. Revenue forecast steady at JP¥335.4b. Net income forecast to shrink 0.07% next year vs 11% growth forecast for Electronic industry in Japan . Consensus price target down from JP¥3,156 to JP¥2,726. Share price rose 17% to JP¥2,643 over the past week.
お知らせ • Feb 09Taiyo Yuden Co., Ltd. Revises Consolidated Earnings Guidance for the Year Ending March 31, 2025Taiyo Yuden Co., Ltd. revised consolidated earnings guidance for the year ending March 31, 2025. For the year, the company now expects net sales of JPY 338,500 million, operating profit JPY 10,000 million, profit attributable of owners of parent of JPY 5,000 million and basic earnings per share JPY 40.09 compared to the previous guidance of net sales of JPY 330,000 million, operating profit JPY 7,600 million. Rationale: Based on the financial results for the nine-month period ended December 31, 2024, future demand forecasts, and trend of foreign exchange rate fluctuations, and other factors, the Company will revise the full-year consolidated financial results forecasts for the fiscal year ending March 31, 2025 published on November 7. In the fourth quarter, the Company forecasts an improvement in the demand environment, despite the seasonal slump in demand for products for use in communication equipment compared to the third quarter, as demand for products for use in automotive and IT infrastructure/industrial equipment is expected to increase. Additionally, The company expects an extraordinary loss of JPY 1.0 billion as business restructuring expenses. The forecast is based on an average foreign exchange rate for the fourth quarter of USD 1: JPY 153.
Reported Earnings • Feb 08Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: JP¥36.87 (up from JP¥2.22 in 3Q 2024). Revenue: JP¥86.9b (flat on 3Q 2024). Net income: JP¥4.60b (up JP¥4.32b from 3Q 2024). Profit margin: 5.3% (up from 0.3% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 41%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 48 percentage points per year, which is a significant difference in performance.
Price Target Changed • Feb 08Price target decreased by 13% to JP¥2,753Down from JP¥3,156, the current price target is an average from 15 analysts. New target price is 21% above last closing price of JP¥2,268. Stock is down 35% over the past year. The company is forecast to post earnings per share of JP¥46.64 for next year compared to JP¥66.74 last year.
Major Estimate Revision • Jan 24Consensus EPS estimates fall by 20%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥67.25 to JP¥53.80 per share. Revenue forecast steady at JP¥334.9b. Net income forecast to grow 32% next year vs 14% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥3,317 to JP¥3,156. Share price rose 4.5% to JP¥2,300 over the past week.
Price Target Changed • Dec 28Price target decreased by 8.1% to JP¥3,317Down from JP¥3,611, the current price target is an average from 16 analysts. New target price is 45% above last closing price of JP¥2,286. Stock is down 39% over the past year. The company is forecast to post earnings per share of JP¥67.25 for next year compared to JP¥66.74 last year.
Major Estimate Revision • Dec 21Consensus EPS estimates fall by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥89.37 to JP¥74.12 per share. Revenue forecast steady at JP¥338.0b. Net income forecast to grow 61% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥3,611 to JP¥3,423. Share price rose 2.7% to JP¥2,198 over the past week.
Major Estimate Revision • Dec 13Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥105 to JP¥89.37 per share. Revenue forecast steady at JP¥341.1b. Net income forecast to grow 82% next year vs 13% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥3,717 to JP¥3,611. Share price was steady at JP¥2,142 over the past week.
Declared Dividend • Dec 03First half dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 4.1%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (132% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 47% to bring the payout ratio under control. EPS is expected to grow by 131% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Nov 30Taiyo Yuden Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025Taiyo Yuden Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025
Price Target Changed • Nov 15Price target decreased by 10% to JP¥3,739Down from JP¥4,173, the current price target is an average from 16 analysts. New target price is 71% above last closing price of JP¥2,190. Stock is down 44% over the past year. The company is forecast to post earnings per share of JP¥118 for next year compared to JP¥66.74 last year.
Major Estimate Revision • Nov 14Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥137 to JP¥120 per share. Revenue forecast steady at JP¥345.4b. Net income forecast to grow 125% next year vs 14% growth forecast for Electronic industry in Japan. Consensus price target down from JP¥4,173 to JP¥3,898. Share price fell 20% to JP¥2,211 over the past week.
Reported Earnings • Nov 09Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: JP¥21.99 loss per share (down from JP¥20.04 profit in 2Q 2024). Revenue: JP¥86.7b (up 4.7% from 2Q 2024). Net loss: JP¥2.74b (down 210% from profit in 2Q 2024). Revenue missed analyst estimates by 13%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is on the higher end at 82% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
Valuation Update With 7 Day Price Move • Sep 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥2,985, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 58% over the past three years.
Reported Earnings • Aug 08First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: JP¥50.62 (up from JP¥7.25 in 1Q 2024). Revenue: JP¥81.1b (up 12% from 1Q 2024). Net income: JP¥6.31b (up JP¥5.41b from 1Q 2024). Profit margin: 7.8% (up from 1.2% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates by 168%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electronic industry in Japan. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 08Taiyo Yuden Co., Ltd. to Report Q2, 2025 Results on Nov 07, 2024Taiyo Yuden Co., Ltd. announced that they will report Q2, 2025 results on Nov 07, 2024
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥3,413, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,571 per share.
Buy Or Sell Opportunity • Jul 25Now 24% undervaluedOver the last 90 days, the stock has risen 18% to JP¥4,352. The fair value is estimated to be JP¥5,750, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 47%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
Price Target Changed • Jul 16Price target increased by 11% to JP¥4,730Up from JP¥4,278, the current price target is an average from 15 analysts. New target price is 6.1% below last closing price of JP¥5,037. Stock is up 16% over the past year. The company is forecast to post earnings per share of JP¥145 for next year compared to JP¥66.74 last year.