Yageo Gelecekteki Büyüme
Future kriter kontrolleri 1/6
Yageo kazanç ve gelirin sırasıyla yıllık 16% ve 12.4% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 16.5% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 19.1% olacağı tahmin edilmektedir.
Anahtar bilgiler
16.0%
Kazanç büyüme oranı
16.53%
EPS büyüme oranı
| Electronic kazanç büyümesi | 31.9% |
| Gelir büyüme oranı | 12.4% |
| Gelecekteki özkaynak getirisi | 19.14% |
| Analist kapsamı | Good |
| Son güncelleme | 07 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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).Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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).Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.
Yeni Analiz • 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.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 219,234 | 53,233 | 57,432 | N/A | 5 |
| 12/31/2027 | 192,505 | 43,013 | 42,713 | N/A | 11 |
| 12/31/2026 | 167,189 | 34,771 | 35,899 | N/A | 11 |
| 3/31/2026 | 139,992 | 26,105 | N/A | N/A | N/A |
| 12/31/2025 | 132,930 | 23,634 | 24,557 | 30,863 | N/A |
| 9/30/2025 | 126,968 | 20,591 | 25,036 | 31,335 | N/A |
| 6/30/2025 | 125,619 | 19,864 | 24,280 | 31,489 | N/A |
| 3/31/2025 | 124,266 | 20,298 | 25,426 | 31,670 | N/A |
| 12/31/2024 | 121,667 | 19,356 | 24,236 | 31,162 | N/A |
| 9/30/2024 | 119,023 | 20,382 | 20,624 | 29,819 | N/A |
| 6/30/2024 | 114,680 | 19,595 | 19,060 | 29,807 | N/A |
| 3/31/2024 | 110,019 | 17,884 | 18,287 | 31,484 | N/A |
| 12/31/2023 | 107,609 | 17,427 | 14,211 | 31,067 | N/A |
| 9/30/2023 | 109,083 | 16,856 | 13,627 | 30,626 | N/A |
| 6/30/2023 | 112,483 | 18,412 | 16,923 | 33,682 | N/A |
| 3/31/2023 | 117,048 | 20,618 | 16,014 | 32,571 | N/A |
| 12/31/2022 | 121,087 | 22,729 | 19,120 | 33,010 | N/A |
| 9/30/2022 | 121,164 | 23,244 | 20,206 | 32,613 | N/A |
| 6/30/2022 | 123,651 | 23,676 | 17,187 | 28,621 | N/A |
| 3/31/2022 | 124,288 | 24,080 | 18,301 | 29,846 | N/A |
| 12/31/2021 | 122,179 | 22,843 | 16,204 | 27,567 | N/A |
| 9/30/2021 | 115,493 | 21,868 | 13,049 | 24,469 | N/A |
| 6/30/2021 | 104,163 | 17,704 | 12,200 | 23,805 | N/A |
| 3/31/2021 | 85,675 | 14,666 | 9,809 | 19,334 | N/A |
| 12/31/2020 | 67,672 | 12,011 | 10,146 | 17,762 | N/A |
| 9/30/2020 | 55,462 | 9,291 | 7,806 | 13,649 | N/A |
| 6/30/2020 | 43,826 | 8,640 | 6,981 | 10,698 | N/A |
| 3/31/2020 | 39,936 | 6,734 | 2,546 | 7,507 | N/A |
| 12/31/2019 | 41,307 | 6,945 | N/A | 11,722 | N/A |
| 9/30/2019 | 47,509 | 10,241 | N/A | 30,941 | N/A |
| 6/30/2019 | 67,859 | 22,729 | N/A | 37,523 | N/A |
| 3/31/2019 | 77,527 | 32,142 | N/A | 45,658 | N/A |
| 12/31/2018 | 77,156 | 33,839 | N/A | 41,783 | N/A |
| 9/30/2018 | 70,588 | 32,578 | N/A | 23,898 | N/A |
| 6/30/2018 | 48,293 | 19,845 | N/A | 15,637 | N/A |
| 3/31/2018 | 36,464 | 10,179 | N/A | 9,479 | N/A |
| 12/31/2017 | 32,259 | 6,656 | N/A | 8,027 | N/A |
| 9/30/2017 | 29,369 | 4,870 | N/A | 7,318 | N/A |
| 6/30/2017 | 28,175 | 3,923 | N/A | 6,514 | N/A |
| 3/31/2017 | 27,290 | 3,479 | N/A | 6,705 | N/A |
| 12/31/2016 | 27,784 | 3,553 | N/A | 6,885 | N/A |
| 9/30/2016 | 27,558 | 3,068 | N/A | 7,132 | N/A |
| 6/30/2016 | 27,495 | 3,473 | N/A | 6,921 | N/A |
| 3/31/2016 | 27,894 | 3,507 | N/A | 6,103 | N/A |
| 12/31/2015 | 27,513 | 3,630 | N/A | 5,196 | N/A |
| 9/30/2015 | 27,197 | 3,674 | N/A | 5,053 | N/A |
| 6/30/2015 | 27,250 | 3,626 | N/A | 4,879 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: 2327 'nin tahmini kazanç büyümesi (yıllık 16% ) tasarruf oranının ( 1.3% ) üzerindedir.
Kazançlar ve Piyasa: 2327 şirketinin kazançlarının (yıllık 16% ) TW pazarından (yıllık 25.2% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: 2327 şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.
Gelir ve Pazar: 2327 şirketinin gelirinin (yıllık 12.4% ) TW pazarından (yıllık 18.2% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: 2327 şirketinin gelirinin (yıllık 12.4% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: 2327 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 19.1 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/08 11:42 |
| Gün Sonu Hisse Fiyatı | 2026/05/08 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Yageo Corporation 18 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Aaron Wu | Barclays |
| Robert Cheng | BofA Global Research |
| Yijun Tu | Capital Securities Corporation |