Ibiden Co (IBIDF) Fair Value & Analysis
Technology · US · Market cap $39.2B
Ibiden Co
IBIDF · US
Fair value as of: Jul 16, 2026
From 23 valuation models · updated 20 days ago
Fair value updated Jul 16, 2026, revised from $14.48 to $24.11 (+66.5%) since Jun 24, 2026. Share price −30.4% over the past month.
A solid business, but screening 76% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($34.09). The favourable scenario is already priced in.
- Solid but not exceptional quality (56/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($17.80 to $34.09) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.
How to read this chart
60‑month range $11.68 – $989,535 · fair‑value band $17.80 – $34.09 · the $98.40 price screens above the $24.11 fair value. Dashed = 300-day average. As of Jul 16, 2026.
Analysis
Ibiden Co (IBIDF) currently trades at $98.40, while our model-based Fair Value estimate is $24.11, implying the stock looks roughly 75.5% overvalued today. We read business quality at 56/100 (solid quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Ibiden Co generated revenue of $416B at a net margin of 15.3%. Revenue grew 18.6% year over year. It earns a return on equity of 12.2%. The balance sheet holds a net cash position of $104B. Fundamentals as of Jul 16, 2026
Our scenario range runs from $17.80 (bear case) to $34.09 (bull case); at $98.40, the current price sits above that range. For context, the median of 10 Technology peers we cover trades at -73% fair-value upside, at -76%, IBIDF screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 23 models by family
Widest divergence: Multiples ($21.57) versus Dividend Discount ($1.80). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 59 · Market factors (momentum, volatility) 56
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Ibiden Co.,Ltd., together with its subsidiaries, manufactures and sells electronic and ceramics products in Japan, Asia, North America, Europe, and internationally.
Full company description
Ibiden Co.,Ltd., together with its subsidiaries, manufactures and sells electronic and ceramics products in Japan, Asia, North America, Europe, and internationally. The company offers plastic packaging; printed circuit boards ; and integrated circuit package substrates used as microprocessor units for personal computers and data centers, as well as graphic processing units for AI and vehicles. It also provides diesel particulate filter substrates for passenger cars mounted with diesel engines, buses, and tracks; substrate holding mats for automobiles, construction machinery, and agricultural equipment; high temperature insulating wools for heat processing devices in energy industrial facilities for energy, molten metal casting apparatuses, fuel cells, and high-heat part insulating materials for combustion devices; graphite specialty for single crystal pulling apparatuses for silicon and SiC, auto and aviation electric discharge machining electrode, and industrial materials for continuous casting and industrial furnaces; and special carbon products, fine ceramic products, and ceramic fiber. In addition, the company is involved in construction such as slope stabilization and landscaping; production of housing materials, including decorative interior laminates, services equipment, and wilhel; synthetic resin processing; agricultural and livestock products; marine product processing; sale of petroleum products; information services; environmental engineering technology; medical software package development; sale of information and communication terminals; sale of welfare vehicles; LP gas; styrol automotive components; and electrode for high-precision electric discharge machining. The company was formerly known as Ibigawa Electric Power Co., Ltd. and changed its name to Ibiden Co.,Ltd. in November 1982. Ibiden Co.,Ltd. was incorporated in 1912 and is headquartered in Ogaki, Japan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Ibiden Co reported revenue of $419B in FY2026 versus $401B in FY2022, a compound +1.1%/yr. Reported net income was $64.1B in FY2026, compounding +11.7%/yr from FY2022.
IBIDF screens 76% overvalued. Compare with Delta Electronics, Inc →
Peer Group
Electronic Components · 686 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Electronic Components median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Electronic Components stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Delta Electronics, Inc 2308 | 1,880 TWD | 515.23 TWD | -73% |
| Hon Hai Precision Industry Co 2317 | 242.50 TWD | 270.47 TWD | +12% |
| Luxshare Precision Industry Co 002475 | ¥62.14 | ¥38.44 | -38% |
| Samsung Electro-Mechanics Co 009150 | 1,260,000 KRW | 166,421 KRW | -87% |
| Elite Material Co 2383 | 4,990 TWD | 714.36 TWD | -86% |
| Yageo Corporation 2327 | 699.00 TWD | 216.55 TWD | -69% |
| Shengyi Technology Co 600183 | ¥132.29 | ¥27.45 | -79% |
| Shennan Circuits Co 002916 | ¥364.00 | ¥93.50 | -74% |
| Victory Giant Technology (HuiZhou) Co 2476 | HK$297.00 | HK$103.98 | -65% |
| Wus Printed Circuit (Kunshan) Co 002463 | ¥127.80 | ¥31.95 | -75% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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