YASKAWA Electric Corporation (YASKF) Fair Value & Analysis

Industrials · US · Market cap $12.5B

A solid business, but screening 71% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case ($13.19). The favourable scenario is already priced in.
• Solid but not exceptional quality (53/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year. As of Jul 25, 2026.

How to read this chart

60‑month range $9.66 – $52.89 · fair‑value band $9.19 – $13.19 · the $33.68 price screens above the $9.68 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Jul 25, 2026.

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Analysis

YASKAWA Electric Corporation (YASKF) currently trades at $33.68, while our model-based Fair Value estimate is $9.68, implying the stock looks roughly 71.3% overvalued today. We read business quality at 53/100 (solid quality), in the Industrials 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, YASKAWA Electric Corporation generated revenue of $542B at a net margin of 6.5%. Revenue grew 2.0% year over year. It earns a return on equity of 7.8%. The balance sheet holds a net cash position of $831M. Fundamentals as of Jul 25, 2026

Our scenario range runs from $9.19 (bear case) to $13.19 (bull case); at $33.68, the current price sits above that range. The share trades about 30% below its 52-week high and 88% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -48% fair-value upside, at -71%, YASKF 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.

Widest divergence: Multiples ($13.78) versus Growth DCF ($1.82). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

YASKAWA Electric Corporation engages in motion control, robotics, and system engineering businesses worldwide. It offers rotary servo motors, direct drive motors, linear motors/linear sliders, machine controllers, positioning sensor encoders, and servo amplifiers for use in industrial robots, semiconductor manufacturing apparatus, machine tools, flat panel …

Full company description

YASKAWA Electric Corporation engages in motion control, robotics, and system engineering businesses worldwide. It offers rotary servo motors, direct drive motors, linear motors/linear sliders, machine controllers, positioning sensor encoders, and servo amplifiers for use in industrial robots, semiconductor manufacturing apparatus, machine tools, flat panel display manufacturing equipment, and metal working machines; and arc and spot welding, handling/assembling, collaborative, biomedical, palletizing, press handling, sealing/cutting/laser machining, deburring, painting, glass substrates transfer, and semiconductor wafer transfer robots for use in semiconductor wafer conveyance, arc welding, spot welding, handling, assembly, and palletizing applications. The company also manufactures and sells various AC drives, including general purpose AC drives, specific purpose AC drives, AC Drive for systems, regenerative energy saving units, and PM motors for use in household appliances, such as air conditioners and refrigerators; social infrastructures comprising elevators, escalators, trains, cranes, fans, and pumps; and factories that manufacture printing machinery, textile machinery, rubber machinery, and other materials. In addition, it provides industrial system electrical products, such as medium-voltage AC drives, system use AC drives, and system controllers for use in iron and steel systems, water and wastewater treatment, crane, and paper-making/film/port cargo handling/fiber/printing applications. Further, the company offers equipment for energy saving and creation comprising PV inverters, control equipment for small-scale power generation, and motor drive systems for use in photovoltaic power generation and electric vehicles. The company was founded in 1915 and is headquartered in Kitakyushu, Japan.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

YASKAWA Electric Corporation reported revenue of $544B in FY2026 versus $479B in FY2022, a compound +3.2%/yr. Reported net income was $35.3B in FY2026, compounding −2.0%/yr from FY2022.

YASKF screens 71% overvalued. Compare with Contemporary Amperex Technology Co →

Peer Group

Electrical Equipment & Parts · 577 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 Electrical Equipment & Parts 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.

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Frequently asked questions

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.