company background image
8035 logo

Tokyo Electron TSE:8035 Stock Report

Last Price

JP¥24.73k

Market Cap

JP¥11.0t

7D

4.1%

1Y

-29.4%

Updated

17 Jun, 2025

Data

Company Financials +

Tokyo Electron Limited

TSE:8035 Stock Report

Market Cap: JP¥11.0t

Tokyo Electron (8035) Stock Overview

Develops, manufactures, and sells semiconductor and flat panel display (FPD) production equipment in Japan, Europe, North America, Taiwan, China, South Korea, Southeast Asia, and internationally. More details

8035 fundamental analysis
Snowflake Score
Valuation2/6
Future Growth4/6
Past Performance6/6
Financial Health6/6
Dividends4/6

Rewards

Earnings are forecast to grow 9.17% per year

Earnings grew by 49.5% over the past year

Risk Analysis

Volatile share price over the past 3 months compared to the JP market

Unstable dividend track record


8035 Community Fair Values

Create Narrative

See what 31 others think this stock is worth. Follow their fair value or set your own to get alerts.

8035 logo
Tokyo Electron
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts

Advancing In AI And 3-Nanometer Tech Will Boost Efficiency And Market Position

Key Takeaways Automation initiatives and smart production efforts may enhance productivity, reduce costs, and improve operational efficiencies, potentially boosting net margins. Strategic investments in advanced semiconductor technologies and AI applications could increase market share and drive significant revenue growth.
View narrative
JP¥30.62k
FV
19.3% undervalued intrinsic discount
8.92%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
15users have followed this narrative
6 days ago author updated this narrative
8035 logo
Tokyo Electron
AN
AnalystHighTarget
Consensus Narrative from 20 Analysts

Automation And AI Will Reshape Semiconductor Manufacturing Globally

Key Takeaways Automation, digital integration, and AI initiatives are set to transform profitability and efficiency, driving significant long-term margin and earnings expansion. Market leadership in advanced tools and services, with strong recurring revenue streams, positions Tokyo Electron for outsized, sustained growth well above industry trends.
View narrative
JP¥36.61k
FV
32.5% undervalued intrinsic discount
10.37%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
6 days ago author updated this narrative
View Tokyo Electron Community

Tokyo Electron Limited Competitors

Price History & Performance

Summary of share price highs, lows and changes for Tokyo Electron
Historical stock prices
Current Share PriceJP¥24,725.00
52 Week HighJP¥38,930.00
52 Week LowJP¥16,560.00
Beta1.28
1 Month Change5.37%
3 Month Change11.37%
1 Year Change-29.36%
3 Year Change58.83%
5 Year Change190.43%
Change since IPO3,372.02%

Recent News & Updates

Should You Think About Buying Tokyo Electron Limited (TSE:8035) Now?

Jun 12
Should You Think About Buying Tokyo Electron Limited (TSE:8035) Now?

Tokyo Electron (TSE:8035) Could Become A Multi-Bagger

May 16
Tokyo Electron (TSE:8035) Could Become A Multi-Bagger

Tokyo Electron Limited (TSE:8035) Full-Year Results: Here's What Analysts Are Forecasting For This Year

May 03
Tokyo Electron Limited (TSE:8035) Full-Year Results: Here's What Analysts Are Forecasting For This Year

Recent updates

Should You Think About Buying Tokyo Electron Limited (TSE:8035) Now?

Jun 12
Should You Think About Buying Tokyo Electron Limited (TSE:8035) Now?

Tokyo Electron (TSE:8035) Could Become A Multi-Bagger

May 16
Tokyo Electron (TSE:8035) Could Become A Multi-Bagger

Tokyo Electron Limited (TSE:8035) Full-Year Results: Here's What Analysts Are Forecasting For This Year

May 03
Tokyo Electron Limited (TSE:8035) Full-Year Results: Here's What Analysts Are Forecasting For This Year

Some Shareholders Feeling Restless Over Tokyo Electron Limited's (TSE:8035) P/E Ratio

Apr 08
Some Shareholders Feeling Restless Over Tokyo Electron Limited's (TSE:8035) P/E Ratio

Tokyo Electron (TSE:8035) Is Increasing Its Dividend To ¥306.00

Mar 19
Tokyo Electron (TSE:8035) Is Increasing Its Dividend To ¥306.00

Estimating The Fair Value Of Tokyo Electron Limited (TSE:8035)

Mar 10
Estimating The Fair Value Of Tokyo Electron Limited (TSE:8035)

At JP¥25,455, Is It Time To Put Tokyo Electron Limited (TSE:8035) On Your Watch List?

Feb 24
At JP¥25,455, Is It Time To Put Tokyo Electron Limited (TSE:8035) On Your Watch List?

Tokyo Electron Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Feb 11
Tokyo Electron Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Tokyo Electron's (TSE:8035) Upcoming Dividend Will Be Larger Than Last Year's

Feb 10
Tokyo Electron's (TSE:8035) Upcoming Dividend Will Be Larger Than Last Year's

Is Now The Time To Put Tokyo Electron (TSE:8035) On Your Watchlist?

Feb 03
Is Now The Time To Put Tokyo Electron (TSE:8035) On Your Watchlist?

Tokyo Electron's (TSE:8035) Upcoming Dividend Will Be Larger Than Last Year's

Dec 25
Tokyo Electron's (TSE:8035) Upcoming Dividend Will Be Larger Than Last Year's

Many Would Be Envious Of Tokyo Electron's (TSE:8035) Excellent Returns On Capital

Dec 21
Many Would Be Envious Of Tokyo Electron's (TSE:8035) Excellent Returns On Capital
author-image

AI-Driven Markets And Next-Gen Semiconductors Will Propel Revenue Growth And Boost Net Margins

Anticipated growth in AI-driven markets and WFE sector could boost revenue and operating income significantly.

Tokyo Electron's (TSE:8035) Shareholders Will Receive A Bigger Dividend Than Last Year

Dec 07
Tokyo Electron's (TSE:8035) Shareholders Will Receive A Bigger Dividend Than Last Year

Tokyo Electron Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Nov 14
Tokyo Electron Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Tokyo Electron Limited's (TSE:8035) Earnings Haven't Escaped The Attention Of Investors

Nov 12
Tokyo Electron Limited's (TSE:8035) Earnings Haven't Escaped The Attention Of Investors

Estimating The Intrinsic Value Of Tokyo Electron Limited (TSE:8035)

Oct 26
Estimating The Intrinsic Value Of Tokyo Electron Limited (TSE:8035)

Tokyo Electron (TSE:8035) Is Due To Pay A Dividend Of ¥237.00

Sep 25
Tokyo Electron (TSE:8035) Is Due To Pay A Dividend Of ¥237.00

Capital Investments At Tokyo Electron (TSE:8035) Point To A Promising Future

Aug 27
Capital Investments At Tokyo Electron (TSE:8035) Point To A Promising Future

Tokyo Electron Limited Just Beat EPS By 27%: Here's What Analysts Think Will Happen Next

Aug 12
Tokyo Electron Limited Just Beat EPS By 27%: Here's What Analysts Think Will Happen Next

Tokyo Electron (TSE:8035) Is Due To Pay A Dividend Of ¥200.00

Aug 08
Tokyo Electron (TSE:8035) Is Due To Pay A Dividend Of ¥200.00

Why We're Not Concerned Yet About Tokyo Electron Limited's (TSE:8035) 26% Share Price Plunge

Aug 05
Why We're Not Concerned Yet About Tokyo Electron Limited's (TSE:8035) 26% Share Price Plunge

Tokyo Electron's (TSE:8035) Dividend Will Be ¥200.00

Jul 25
Tokyo Electron's (TSE:8035) Dividend Will Be ¥200.00

Tokyo Electron (TSE:8035) Has Announced A Dividend Of ¥200.00

Jul 11
Tokyo Electron (TSE:8035) Has Announced A Dividend Of ¥200.00

Tokyo Electron Limited Just Recorded A 6.3% EPS Beat: Here's What Analysts Are Forecasting Next

Jun 21
Tokyo Electron Limited Just Recorded A 6.3% EPS Beat: Here's What Analysts Are Forecasting Next

Shareholder Returns

8035JP SemiconductorJP Market
7D4.1%2.9%-0.2%
1Y-29.4%-27.5%3.5%

Return vs Industry: 8035 underperformed the JP Semiconductor industry which returned -27.5% over the past year.

Return vs Market: 8035 underperformed the JP Market which returned 3.5% over the past year.

Price Volatility

Is 8035's price volatile compared to industry and market?
8035 volatility
8035 Average Weekly Movement7.7%
Semiconductor Industry Average Movement8.5%
Market Average Movement5.4%
10% most volatile stocks in JP Market9.3%
10% least volatile stocks in JP Market3.0%

Stable Share Price: 8035's share price has been volatile over the past 3 months compared to the JP market.

Volatility Over Time: 8035's weekly volatility (8%) has been stable over the past year, but is still higher than 75% of JP stocks.

About the Company

FoundedEmployeesCEOWebsite
195117,702Toshiki Kawaiwww.tel.com

Tokyo Electron Limited, together with its subsidiaries, develops, manufactures, and sells semiconductor and flat panel display (FPD) production equipment in Japan, Europe, North America, Taiwan, China, South Korea, Southeast Asia, and internationally. The company offers coaters/developers, etch systems, surface preparation systems, deposition systems, test systems, wafer bonders/debonders, wafer edge trimming, SiC epitaxial CVD systems, gas cluster ion beam system, and cleaning systems. It also provides plasma etch/ash systems for use in the manufacture of FPDs, as well as inkjet printing systems for manufacturing OLED displays.

Tokyo Electron Limited Fundamentals Summary

How do Tokyo Electron's earnings and revenue compare to its market cap?
8035 fundamental statistics
Market capJP¥11.00t
Earnings (TTM)JP¥544.13b
Revenue (TTM)JP¥2.43t
20.8x
P/E Ratio
4.7x
P/S Ratio

Is 8035 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
8035 income statement (TTM)
RevenueJP¥2.43t
Cost of RevenueJP¥1.29t
Gross ProfitJP¥1.15t
Other ExpensesJP¥602.16b
EarningsJP¥544.13b

Last Reported Earnings

Mar 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)1.19k
Gross Margin47.14%
Net Profit Margin22.38%
Debt/Equity Ratio0%

How did 8035 perform over the long term?

See historical performance and comparison

Dividends

2.5%
Current Dividend Yield
50%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/06/17 14:14
End of Day Share Price 2025/06/17 00:00
Earnings2025/03/31
Annual Earnings2025/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Tokyo Electron Limited is covered by 39 analysts. 20 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Masahiro NakanomyoBarclays
Nay Soe NaingBerenberg
Scott FosterBNP Paribas Securities (Asia)