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Taiyo Yuden Co (TYOYY) Fair Value & Analysis

Technology · US · Market cap $13.3B

TY Taiyo Yuden Co logo Taiyo Yuden Co TYOYY · US
Price$249.00
Fair Value$50.18
Upside-79.9%
Quality55/100
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Healthy Growth
Thin margins · 4.2% net margin
Low debt · generates free cash flow
0.59% dividend yield
Trails peers (2/12)
Narrow moat 29/100
Evidence: High Range $36.50 – $66.76 Share as image

Fair value as of: Jul 21, 2026

From 23 valuation models · updated 20 days ago

Share price −35.0% over the past month.

A solid business, but screening 80% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case ($66.76). The favourable scenario is already priced in.
  • Solid but not exceptional quality (55/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range ($36.50 to $66.76) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

$550.43 $47.28 Fair Value $50.18 Oct 2020 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 21, 2026.

How to read this chart

60‑month range $47.28 – $550.43 · fair‑value band $36.50 – $66.76 · the $249.00 price screens above the $50.18 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 21, 2026.

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Analysis

Taiyo Yuden Co (TYOYY) currently trades at $249.00, while our model-based Fair Value estimate is $50.18, implying the stock looks roughly 79.9% overvalued today. The Quality Score stands at 55/100 (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, Taiyo Yuden Co generated revenue of $355B at a net margin of 4.2%. Revenue grew 2.9% year over year. It earns a return on equity of 4.5%. Net debt stands at $71.4B. Fundamentals as of Jul 21, 2026

Our scenario range runs from $36.50 (bear case) to $66.76 (bull case); at $249.00, the current price sits above 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 about 53% below its 52-week high and 275% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -73% fair-value upside, at -80%, TYOYY 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.

Model BearBaseBull Evidence
Highest evidence
Growth DCF $5,033 $7,787 $11,606 80
Rev-Margin DCF $4,472 $7,675 $11,192 74
ROIC Compounder $3,175 $3,939 $4,608 72
All 23 models by family
DCF Models
FCF DCF $4,873 $7,884 $12,274 38
Owner Earnings $7,024 $11,066 $16,959 31
5Y Revenue Exit $4,472 $7,625 $11,541 39
5Y EBITDA Exit $13,643 $24,204 $36,275 41
5Y P/E Exit $5,089 $8,740 $12,431 38
10Y Revenue Exit $4,386 $7,253 $10,879 36
10Y EBITDA Exit $10,331 $18,556 $29,173 37
10Y P/E Exit $4,950 $8,014 $11,537 35
Earnings-Based
Graham-Dodd $3,412 $8,841 $11,523 54
PEG = 1.0 $1,672 $2,388 $3,105 46
EPV $3,175 $3,939 $4,608 59
Multiples
P/E Multiple $7,527 $10,036 $12,544 63
P/S Multiple $6,398 $8,530 $10,663 58
P/B Multiple $6,398 $8,530 $10,663 55
EV/EBIT $7,496 $10,466 $13,435 53
EV/EBITDA $21,261 $28,819 $36,377 54
EV/Revenue $4,593 $7,166 $9,740 43
Asset-Based
NCAV (Graham) $5,528 $7,408 $11,056 50
Growth DCF
Growth DCF $5,033 $7,787 $11,606 80
Rev-Margin DCF $4,472 $7,675 $11,192 74
Economic Profit
Residual Income $8,366 $8,378 $7,798 61
ROIC Compounder $3,175 $3,939 $4,608 72
Growth Earnings
Growth-Adj P/E $5,887 $8,410 $10,933 68

Widest divergence: Multiples ($8,530) versus Earnings-Based ($3,939). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) $355B
Revenue growth (YoY) +2.9%
Net margin 4.2%
Return on equity 4.5%
Free cash flow $18.1B FY2026
P/E ratio 160.0
More key figures
Operating margin 3.7%
EPS (TTM) $2.65
Dividend yield 0.6%
EPS growth (YoY) +54.2%
Net debt $71.4B FY2026

Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 55/100

Of which business quality 56 · Market factors (momentum, volatility) 64

Profitability 30
Margins and returns on capital today
Quality Growth 65
Are margins and returns improving?
Cashflow 48
Earnings quality: real cash, not paper profit
Fin. Strength 69
Balance sheet, leverage, solvency risk
Investment 66
Disciplined investing over empire-building
Low Volatility 6
Calm price path (market factor)
Momentum 100
Price trend over the last 3–12 months (market factor)
52W Momentum 70
Distance to the 52-week high (market factor)
Net Issuance 67
Buybacks instead of dilution

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

Taiyo Yuden Co., Ltd. develops, manufactures, and sells electronic components in Japan, North America, China, Europe, Hong Kong, Taiwan and internationally.

Full company description

Taiyo Yuden Co., Ltd. develops, manufactures, and sells electronic components in Japan, North America, China, Europe, Hong Kong, Taiwan and internationally. The company provides products, such as multilayer ceramic capacitors, inductors, high frequency devices, RF devices, and aluminum electrolytic capacitors, as well as conductive polymer hybrid aluminum electrolytic capacitors. Taiyo Yuden Co., Ltd. was incorporated in 1950 and is headquartered in Tokyo, Japan.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Taiyo Yuden Co reported revenue of $377B in FY2026 versus $350B in FY2022, a compound +1.9%/yr. Reported net income was $15.7B in FY2026, compounding −26.7%/yr from FY2022.

Growth Quality 63/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2026)
$377B
Latest YoY
+10.3%
Avg. growth/yr (3Y)
+5.6%
Avg. growth/yr (5Y)
+4.6%
Avg. growth/yr (25Y)
+2.8%
Revenue +1.9%/yr
FY22 $350B
FY23 $320B
FY24 $323B
FY25 $341B
FY26 $377B
Net income −26.7%/yr
FY22 $54.4B
FY23 $23.2B
FY24 $8.3B
FY25 $2.3B
FY26 $15.7B

TYOYY screens 80% overvalued. Compare with Delta Electronics, Inc →

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Cite: Fair Value Calculator (2026). "Taiyo Yuden Co Fair Value". https://www.fairvalue-calculator.com/stock/TYOYY

Peer Group

Electronic Components · 626 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.

Quality Score 55 · Above median
Fair Value upside −80% · Bottom 25%
Return on equity (TTM) 4% · Below median
Return on assets 2% · Below median
Net margin (TTM) 4% · Below median
Operating margin (TTM) 4% · Below median
Revenue growth 3% · Below median
Dividend yield (TTM) 0.6% · Below median
Debt / equity 0.42× · Higher than 75% of peers

Valuation Multiples vs Electronic Components median · lower = cheaper

P/E (TTM) 160.0× · Pricier than 75% of peers
P/FCF 0.7× · Cheaper than median
PEG 2.25× · Pricier than 75% of peers

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 · sector 0
FUTURE 15 · sector 32
PAST 18 · sector 24
HEALTH 79 · sector 95
DIVIDEND 12 · sector 25

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.

None of the checked exposures detected

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 21, 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

Is Taiyo Yuden Co (TYOYY) overvalued or undervalued?
As of Jul 21, 2026, our model estimates a fair value of $50.18 versus a price of $249.00, about −80% (overvalued).
What is the fair value of TYOYY?
Our model-based fair value for Taiyo Yuden Co is $50.18 (as of Jul 21, 2026), built from audited fundamentals. The current price is $249.00.
What is the quality score of TYOYY?
Taiyo Yuden Co has a Quality Score of 55/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Taiyo Yuden Co (TYOYY)?
Taiyo Yuden Co reported trailing-twelve-month revenue of about $355B (latest available figure, as of Jul 21, 2026).
What is the net profit margin of TYOYY?
The net profit margin of Taiyo Yuden Co is about 4.2%, meaning it keeps roughly 4.2% of revenue as net income. Based on the latest reported figures.
Does Taiyo Yuden Co pay a dividend?
Taiyo Yuden Co currently shows a dividend yield of about 0.59% relative to its recent price (as of Jul 21, 2026).

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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