Tokyo Seimitsu Co (TMIUF) Fair Value & Analysis
Technology · US · Market cap $4.1B
Tokyo Seimitsu Co
TMIUF · US
Fair value as of: Jul 21, 2026
From 24 valuation models · updated 20 days ago
A solid business, but screening 17% overvalued on our models.
What matters now
- The model range is unusually wide ($49.28 to $130.64). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (64/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (4 months)
White line = price, green steps = our fair value per fiscal year. As of Jul 21, 2026.
How to read this chart
4‑month range $102.00 – $102.00 · fair‑value band $49.28 – $130.64 · the $102.00 price screens above the $84.37 fair value. As of Jul 21, 2026.
Analysis
Tokyo Seimitsu Co (TMIUF) currently trades at $102.00, while our model-based Fair Value estimate is $84.37, implying the stock looks roughly 17.3% overvalued today. The Quality Score stands at 64/100 (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, Tokyo Seimitsu Co generated revenue of $167B at a net margin of 14.8%. Revenue grew 13.7% year over year. It earns a return on equity of 13.5%. The stock trades on a trailing P/E of 26.8. Fundamentals as of Jul 21, 2026
Our scenario range runs from $49.28 (bear case) to $130.64 (bull case); at $102.00, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -75% fair-value upside, at -17%, TMIUF screens cheaper 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 24 models by family
Widest divergence: Multiples ($73.50) versus Asset-Based ($19.52). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 63 · Market factors (momentum, volatility) 54
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
Tokyo Seimitsu Co., Ltd., together with its subsidiaries, manufactures and sells semiconductor manufacturing equipment and measuring instruments in Japan, China, Taiwan, South Korea, rest of East Asia, Southeast Asia, and internationally. It operates through Semiconductor Production Equipment (SPE) and Metrology Equipment segments.
Full company description
Tokyo Seimitsu Co., Ltd., together with its subsidiaries, manufactures and sells semiconductor manufacturing equipment and measuring instruments in Japan, China, Taiwan, South Korea, rest of East Asia, Southeast Asia, and internationally. It operates through Semiconductor Production Equipment (SPE) and Metrology Equipment segments. The company offers wafer dicing and probing machines, polish and high rigid grinders, wafer manufacturing machines, chemical mechanical planarizers, edge shaping products, sliced wafer demounting and cleaning machines, precision dicing blades, and equipment for dicing and probing machines. It also provides 3D coordinate measuring machines, x-ray CT systems, non-contact and surface texture and contour measuring instruments, optical shaft measuring system, roundness and cylindrical profile measuring instruments, dedicated measuring machines, discharge test systems, and power supply evaluation services. In addition, the company offers laser interferometers, non-contact displacement sensors, grinder and lathe, machining center, sensors and electric/air micrometers, machine control gauges, various automated measuring, sorting and assembling machines, software products, and related accessories. The company was formerly known as Tokyo Seimitsu Kogu Co., Ltd. and changed its name to Tokyo Seimitsu Co., Ltd. in April 1962. Tokyo Seimitsu Co., Ltd. was incorporated in 1949 and is headquartered in Hachioji, Japan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Tokyo Seimitsu Co reported revenue of $167B in FY2026 versus $131B in FY2022, a compound +6.3%/yr. Reported net income was $24.7B in FY2026, compounding +3.8%/yr from FY2022.
TMIUF screens 17% overvalued. Compare with ASML Holding →
Peer Group
Semiconductor Equipment & Materials · 211 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 Semiconductor Equipment & Materials 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.
Insider activity: 40/100
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 Semiconductor Equipment & Materials stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| ASML Holding ASML | C$50.50 | C$15.57 | -69% |
| Applied Materials, Inc AMAT | $579.43 | $143.08 | -75% |
| Lam Research Corporation LRCX | $346.10 | $67.57 | -80% |
| KLA Corporation KLAC | $212.75 | $53.01 | -75% |
| NAURA Technology Group 002371 | ¥774.20 | ¥151.43 | -80% |
| Advanced Micro-Fabrication Equipment Inc 688012 | ¥350.69 | ¥41.79 | -88% |
| Piotech Inc 688072 | ¥832.00 | ¥431.44 | -48% |
| Hon. Precision, Inc 7769 | 6,005 TWD | 1,804 TWD | -70% |
| Hangzhou Changchuan Technology Co 300604 | ¥325.24 | ¥33.33 | -90% |
| MPI Corporation 6223 | 5,600 TWD | 609.44 TWD | -89% |
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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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