Yageo Corporation

TWSE:2327 Stock Report

Market Cap: NT$1.9t

Yageo Management

Management criteria checks 3/4

We currently do not have sufficient information about the CEO.

Key information

David Wang

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenure3.8yrs
CEO ownershipn/a
Management average tenure5yrs
Board average tenure8.1yrs

Recent management updates

Recent updates

Narrative Update • Jul 08

2327: Future Pricing Will Rely On Stronger Margins At Steady P/E

Analysts have lifted their fair value estimate for Yageo from NT$784.42 to NT$1,062.67, citing updated assumptions for revenue growth, profit margins, and a broadly consistent future P/E multiple. What's in the News for Yageo No recent company specific news items for Yageo have been identified from the provided sources.
Narrative Update • Jun 24

2327: Future Pricing Will Rely On Richer P/E Despite Softer Margins

Analysts have raised their price target for Yageo to NT$784.42 from NT$742.33, reflecting updated assumptions regarding revenue growth, discount rate, profit margin, and future P/E levels. What’s in the News for Yageo No recent Yageo specific news items were available from the provided primary news stories.
Narrative Update • Jun 09

2327: Future Pricing Will Depend On Richer P E And Softer Margins

Analysts have raised their price target on Yageo from NT$437.25 to about NT$742.33, citing updated assumptions for higher revenue growth, slightly adjusted discount rates, firmer profit margins, and a richer future P/E profile. What's in the News No recent company specific news items, periodical coverage, or disclosed key developments are provided in the available sources.
Narrative Update • May 26

2327: Future Pricing Will Depend On Richer P E And Softer Margins

Analysts have lifted their price target on Yageo from NT$373.50 to NT$437.25, citing updated assumptions that include revised discount rates, revenue growth expectations, profit margins, and a higher future P/E estimate. Valuation Changes Fair Value: Updated from NT$373.50 to NT$437.25, reflecting a higher assessed value per share.
Narrative Update • May 05

2327: Future Pricing Will Reflect Steady Margins And Slightly Higher Required Returns

Analysts have kept their Yageo fair value target steady at NT$373.5, with a slightly higher discount rate and a broadly unchanged long term growth and P/E outlook, resulting in only a minimal change in the overall price target framework. Valuation Changes Fair Value: NT$373.5 is unchanged, keeping the core valuation anchor steady.
Narrative Update • Apr 20

2327: Future Pricing Will Reflect Stronger Margins And Lower Required Returns

Analysts now set a higher price target for Yageo at NT$373.50, up from NT$331.42, citing updated assumptions for a lower discount rate, slightly different revenue growth expectations, stronger profit margin forecasts, and a reduced forward P/E multiple. Valuation Changes Fair Value: NT$373.50, up from NT$331.42, indicating a higher assessed valuation level.
Narrative Update • Apr 06

2327: Future Pricing Will Reflect Steady Assumptions And Undervalued Earnings Quality

Analysts have kept their fair value view for Yageo steady at around NT$331.42 per share, with only minor tweaks to the discount rate, revenue growth, profit margin assumptions and future P/E inputs behind the unchanged price target. Valuation Changes Fair Value: NT$331.42 per share remains unchanged, indicating a steady overall valuation view.
Narrative Update • Mar 22

2327: Future Pricing Will Reflect Improved Earnings Quality Under New Finance Leadership

Analysts have raised their price target on Yageo by NT$5 to reflect updated assumptions for revenue growth, profit margins and a lower discount rate, partly offset by a more conservative future P/E multiple. What's in the News Yageo Corporation plans a CFO transition effective January 1, 2026, with current CFO Eddie Chen moving out of the role and Deputy CFO Gavin Zhong stepping in as the new CFO (Key Developments).
Narrative Update • Mar 07

2327: Future Pricing Will Reflect Higher Fair Value And Finance Leadership Continuity

Analysts now set their Yageo price target at NT$326.42, up from NT$283.12. This reflects updated assumptions that combine higher projected revenue growth with a slightly lower discount rate and a modestly higher future P/E, partly offset by a more conservative profit margin outlook.
Narrative Update • Feb 20

2327: Future Pricing Will Reflect Stable Margins And Upcoming Finance Leadership Shift

The analyst price target for Yageo is reaffirmed at NT$283.12, with only minor adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, as analysts fine-tune their models without a material change in their overall valuation view. What's in the News Yageo Corporation has appointed Gavin Zhong as Chief Financial Officer, effective January 1, 2026.
Narrative Update • Feb 05

2327: Future Pricing Will Depend On Margins And Incoming Finance Leadership

Analysts have nudged their fair value estimate for Yageo higher from about $266.15 to $283.12 per share, citing slightly adjusted assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple to support the new price target. What's in the News Yageo Corporation appointed Gavin Zhong as Chief Financial Officer, effective January 1, 2026, shifting him from his prior role as Deputy CFO (Key Developments).
Narrative Update • Jan 22

2327: Rich Pricing Will Hinge On Margins And New Finance Leadership

Analysts have nudged their fair value estimate for Yageo from $252.08 to $266.15, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Yageo Corporation appointed Gavin Zhong as CFO, effective January 1, 2026.
Narrative Update • Jan 07

2327: Stable Outlook Will Rely On Margins And Finance Leadership Transition

Analysts have kept their Yageo fair value estimate broadly stable around $252.08 per share, with only slight adjustments to the discount rate, revenue growth outlook, profit margin assumptions and future P/E. This reflects a largely unchanged view on the stock's long term risk and earnings profile.
Narrative Update • Dec 15

2327: Future Profit Margins And Market Conditions Will Shape Share Performance

Analysts have nudged their price target on Yageo slightly higher to approximately $252.08 per share, citing marginally lower discount rate assumptions and a nearly unchanged outlook for revenue growth, profit margins, and future valuation multiples. Valuation Changes The fair value estimate remains unchanged at NT$252.08 per share, indicating no material reassessment of intrinsic value.
Narrative Update • Nov 30

2327: Future Profit Margins And Market Trends Will Influence Share Performance

Analysts have raised their price target for Yageo to $252.08, up from $248.04, citing modest adjustments in discount rate and future price-to-earnings assumptions to reflect improving market conditions. Valuation Changes Fair Value Estimate increased marginally from NT$248.04 to NT$252.08.
Narrative Update • Nov 16

2327: Future Profitability And Risk Profile Will Shape Share Performance

Analysts have raised their price target for Yageo from $219.75 to $248.04. They cite updated valuations that reflect changes in forecasted growth and profit expectations.
Narrative Update • Nov 01

2327: Future Earnings Multiple Expansion Will Likely Drive Overvaluation Risk

Analyst Price Target for Yageo Sees Significant Increase Analysts have raised their price target for Yageo from $151.23 to $219.75. They cite improved revenue growth forecasts and higher expected profit margins as key reasons for the upgrade.
Narrative Update • Oct 17

Global Positioning In AI And EV Markets Will Strengthen Future Prospects

Analysts have maintained their price target for Yageo at $151.23. This reflects continued confidence in the company’s outlook based on stable projections for growth and profitability.
Narrative Update • Oct 03

Global Positioning In AI And EV Markets Will Strengthen Future Prospects

Analysts have increased their price target for Yageo from $146.73 to $151.23, citing refined fair value estimates along with subtle improvements in discount rate assumptions. Valuation Changes The Fair Value Estimate has increased modestly from NT$146.73 to NT$151.23.
Narrative Update • Aug 19

Global Positioning In AI And EV Markets Will Strengthen Future Prospects

Yageo’s consensus price target has been sharply revised downward, primarily reflecting a lower future P/E multiple rather than changes in revenue growth expectations, resulting in a new fair value of NT$146.73. What's in the News Shareholders approved amendments to the corporate charter.
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New Narrative • Nov 25

Tactical Expansion In AI And EV Markets To Propel Future Growth And Profitability

Yageo's strategic positioning in AI server components and the EV market could drive future revenue growth and diversification.

CEO Compensation Analysis

How has David Wang's remuneration changed compared to Yageo's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

NT$26b

Dec 31 2025n/an/a

NT$24b

Sep 30 2025n/an/a

NT$21b

Jun 30 2025n/an/a

NT$20b

Mar 31 2025n/an/a

NT$20b

Dec 31 2024NT$147mNT$145m

NT$19b

Sep 30 2024n/an/a

NT$20b

Jun 30 2024n/an/a

NT$20b

Mar 31 2024n/an/a

NT$18b

Dec 31 2023NT$142mNT$140m

NT$17b

Sep 30 2023n/an/a

NT$17b

Jun 30 2023n/an/a

NT$18b

Mar 31 2023n/an/a

NT$21b

Dec 31 2022NT$62mNT$59m

NT$23b

Sep 30 2022n/an/a

NT$23b

Jun 30 2022n/an/a

NT$24b

Mar 31 2022n/an/a

NT$24b

Dec 31 2021NT$52mNT$48m

NT$23b

Sep 30 2021n/an/a

NT$22b

Jun 30 2021n/an/a

NT$18b

Mar 31 2021n/an/a

NT$15b

Dec 31 2020n/an/a

NT$12b

Sep 30 2020n/an/a

NT$9b

Jun 30 2020n/an/a

NT$9b

Mar 31 2020n/an/a

NT$7b

Dec 31 2019NT$16mNT$12m

NT$7b

Compensation vs Market: Insufficient data to establish whether David's total compensation is reasonable compared to companies of similar size in the TW market.

Compensation vs Earnings: David's compensation has been consistent with company performance over the past year.

CEO

David Wang

3.8yrs
Tenure
NT$146,852,000
Compensation

Mr. Deng-Rue Wang, also known as David, has been Chief Executive Officer at Yageo Corporation since September 2022 and serves as its Director and was its General Manager since May 4, 2020 and served as its...

Leadership Team

NamePositionTenureCompensationOwnership
Tie-Min Chen
Founder & Chairman of the Board33.1yrsNT$62.74m0.032%
NT$ 595.9m
Deng-Rue Wang
CEO & Director3.8yrsNT$146.85mno data
Gavin Zhong
Chief Financial Officerless than a yearno datano data
Eddie Y.S. Chen
Chief Operating Officerless than a yearno datano data
Wenxiang Yang
Deputy Spokesperson5yrsno data0.00015%
NT$ 2.8m
Chris Y.C. Yang
VP & Chief Information Officerno datano datano data
Susan B. Barkal
Chief Quality & Compliance Officer5.5yrsno datano data
Benjamin Kao
Chief Legal Officer1.5yrsno datano data
Alison H.Y. Tung
Chief Human Resources Officer5.8yrsno data0.0011%
NT$ 20.4m
Claudio Lollini
Senior EVP & Head of Global Sales Business Groupno datano datano data
William Malherbe
Senior VP of Pulse & Head of Magnetics PBG5.5yrsno datano data
Robert S. Willoughby
Head of Capacitor PBG5.5yrsno datano data
5.0yrs
Average Tenure
64yo
Average Age

Experienced Management: 2327's management team is seasoned and experienced (5 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Tie-Min Chen
Founder & Chairman of the Board33.1yrsNT$62.74m0.032%
NT$ 595.9m
Deng-Rue Wang
CEO & Director6.2yrsNT$146.85mno data
Shih-Chien Yang
Director20.1yrsNT$2.30mno data
Lai-Fu Lin
Independent Director14.1yrsNT$1.17mno data
Cheng-Ling Lee
Independent Director14.1yrsNT$3.20mno data
Chin-San Wang
Director14.1yrsNT$2.30mno data
Yuan Lai
Supervisorno datano datano data
Hsu Tun-Son Lin
Independent Director8.1yrsNT$2.80mno data
Shu-Chen Tsai
Director2.2yrsno data0.0038%
NT$ 70.1m
Ching-Chang Yen
Director5yrsNT$5.00mno data
Shao Chiao Chen
Director1.2yrsno datano data
Chen-I Hsu
Independent Director1.2yrsno data0.00037%
NT$ 6.8m
8.1yrs
Average Tenure

Experienced Board: 2327's board of directors are considered experienced (8.1 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/10 07:17
End of Day Share Price 2026/07/09 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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

Yageo Corporation is covered by 19 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Aaron WuBarclays
Robert ChengBofA Global Research
Yijun TuCapital Securities Corporation