Yageo Corporation

TWSE:2327 Stock Report

Market Cap: NT$270.4b

Yageo Valuation

Is 2327 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

6/6

Valuation Score 6/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 2327 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 2327 (NT$537) is trading below our estimate of fair value (NT$1318.63)

Significantly Below Fair Value: 2327 is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 2327?

Key metric: As 2327 is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 2327. This is calculated by dividing 2327's market cap by their current earnings.
What is 2327's PE Ratio?
PE Ratio13.2x
EarningsNT$20.49b
Market CapNT$270.39b

Price to Earnings Ratio vs Peers

How does 2327's PE Ratio compare to its peers?

The above table shows the PE ratio for 2327 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average30.5x
3037 Unimicron Technology
30.9x62.5%NT$245.3b
3008 LARGAN PrecisionLtd
14.3x3.0%NT$317.7b
8069 E Ink Holdings
50.7x39.7%NT$333.7b
3533 Lotes
25.9x19.8%NT$197.5b
2327 Yageo
13.2x10.5%NT$270.4b

Price-To-Earnings vs Peers: 2327 is good value based on its Price-To-Earnings Ratio (13.2x) compared to the peer average (30.5x).

Price to Earnings Ratio vs Industry

How does 2327's PE Ratio compare vs other companies in the TW Electronic Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
No more companies available in this PE range
2327 13.2xIndustry Avg. 22.5xNo. of Companies49PE01632486480+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 2327 is good value based on its Price-To-Earnings Ratio (13.2x) compared to the TW Electronic industry average (22.5x).

Price to Earnings Ratio vs Fair Ratio

What is 2327's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

2327 PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio13.2x
Fair PE Ratio19.5x

Price-To-Earnings vs Fair Ratio: 2327 is good value based on its Price-To-Earnings Ratio (13.2x) compared to the estimated Fair Price-To-Earnings Ratio (19.5x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 2327 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentNT$537.00
NT$686.08
+27.8%
7.3%NT$755.00NT$535.64n/a13
Nov ’25NT$545.00
NT$686.08
+25.9%
7.3%NT$755.00NT$535.64n/a13
Oct ’25NT$620.00
NT$698.54
+12.7%
9.4%NT$785.00NT$535.64n/a13
Sep ’25NT$657.00
NT$688.94
+4.9%
9.8%NT$760.00NT$535.64n/a13
Aug ’25NT$657.83
NT$687.96
+4.6%
10.5%NT$757.43NT$535.64n/a13
Jul ’25NT$605.94
NT$589.20
-2.8%
11.4%NT$753.24NT$523.08n/a13
Jun ’25NT$554.05
NT$569.57
+2.8%
7.5%NT$665.36NT$523.08n/a13
May ’25NT$523.08
NT$569.57
+8.9%
7.5%NT$665.36NT$523.08n/a13
Apr ’25NT$520.57
NT$549.59
+5.6%
8.7%NT$627.70NT$489.61n/a12
Mar ’25NT$471.19
NT$549.59
+16.6%
8.7%NT$627.70NT$489.61n/a12
Feb ’25NT$461.99
NT$557.63
+20.7%
10.3%NT$682.10NT$451.94n/a11
Jan ’25NT$499.65
NT$552.68
+10.6%
10.1%NT$682.10NT$451.94n/a11
Dec ’24NT$499.65
NT$509.31
+1.9%
11.9%NT$560.75NT$347.33n/a11
Nov ’24NT$450.27
NT$502.47
+11.6%
11.7%NT$560.75NT$347.33NT$545.0011
Oct ’24NT$439.39
NT$495.47
+12.8%
13.9%NT$560.75NT$326.40NT$620.0011
Sep ’24NT$418.05
NT$491.62
+17.6%
14.4%NT$560.75NT$326.40NT$657.0010
Aug ’24NT$386.25
NT$491.62
+27.3%
14.4%NT$560.75NT$326.40NT$657.8310
Jul ’24NT$411.35
NT$542.00
+31.8%
16.9%NT$728.13NT$351.51NT$605.9410
Jun ’24NT$418.47
NT$542.00
+29.5%
16.9%NT$728.13NT$351.51NT$554.0510
May ’24NT$415.12
NT$542.00
+30.6%
16.9%NT$728.13NT$351.51NT$523.0810
Apr ’24NT$442.74
NT$542.50
+22.5%
20.2%NT$753.24NT$305.48NT$520.5710
Mar ’24NT$450.27
NT$520.54
+15.6%
22.8%NT$753.24NT$292.93NT$471.1911
Feb ’24NT$451.94
NT$495.82
+9.7%
25.5%NT$753.24NT$292.93NT$461.9911
Jan ’24NT$377.46
NT$481.66
+27.6%
28.5%NT$786.72NT$292.93NT$499.6511
Dec ’23NT$395.87
NT$481.66
+21.7%
28.5%NT$786.72NT$292.93NT$499.6511
Nov ’23NT$317.20
NT$502.59
+58.4%
31.6%NT$841.12NT$262.88NT$450.2711

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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