Taiyo Yuden Co (TYOYY) Fair Value & Analysis
Technology · US · Market cap $13.3B
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.
Price vs Fair Value (5 years)
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.
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.
All 23 models by family
Widest divergence: Multiples ($8,530) versus Earnings-Based ($3,939). 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 56 · Market factors (momentum, volatility) 64
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.
TYOYY screens 80% overvalued. Compare with Delta Electronics, Inc →
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.
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 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
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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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