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Tokyo Electron

TYO:8035 · JP3571400005
Semiconductors & Semiconductor EquipmentX-Large

360

66
Medium confidence — indicative
EV / EBIT60
Price / Owner Earnings47
Owner Earnings Yield71
Dividend Yield61
Price/Sales23
EV / Gross Profit50
Price/Book15
Return on Capital84
Cash Return on Capital82
Return on Equity82
EBIT Margin75
Gross Profitability89
Cash Conversion31
Accruals41
Owner Earnings Margin75
Sales growth64
Profit Growth61
Long-Term EPS Growth46
Owner Earnings Growth56
Reinvestment87
Price momentum47
Debt load46
Refinancing51
Debt Payback100
Liquidity11
Analyst ratings60
Opinion Changes53
Price Target Upside13
Market mood69
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Tokyo Electron clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryJapan
IndustrySemiconductors & Semiconductor Equipment
SizeX-Large
TypePublic Company
ExchangeTSE
Founded1951
Websitetel.co.jp
ISINJP3571400005
Last UpdateApr 2, 2026
Indices
Nikkei 225 (Japan)TOPIX 100 (Japan)
Themes
3D PrintingIndustrial AutomationDetectors, Sensors and MemsData and AnalyticsEnergyManufacturing

Description

Tokyo Electron Limited (Tokyo Electron) is a global company specializing in the manufacturing and sales of semiconductor production equipment. The company operates within a highly advanced and competitive industry, focusing on providing innovative so…

Analysis

Middle-of-the-road

Tokyo Electron Limited is a middle-of-the-road business: neither the economics nor the price stand out from the peer group. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is expensive. You pay 64.2× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 22% yearly growth; analysts expect 17%. The gap between price and consensus is worth watching: demanding expectations.

The trajectory is moderate and the balance sheet is uncertain. The company scores 12/20 on our value-creation score: creating some value.

What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
43
2023202420252026

All-time high

43

Mar 2026

All-time low

3

Feb 2024

Average rank

19

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
23
27
20
18
Price/Earnings
52
45
31
25
Price/Book
15
17
17
9
Dividend Yield
61
56
40
44
Value (overall)
41
31
13
23

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →