Organo makes ultrapure water systems and deionization resins for semiconductor fabs, pharmaceutical plants and power generators, a niche where a customer's water purity spec locks in the supplier for years. Revenue grew 10.7% and the operating margin reached 15.7% on a 36.2% gross margin, which points to pricing power on consumables and service rather than on equipment sold once. ROE of 21.6% is high for a company this size, and the market is paying 18.8 times trailing earnings but only 5.1 times forward, a gap that is either an earnings step-up the market doubts or a cyclical peak in the numbers. The fund does not hold an index membership to anchor flows here, so price discovery sits with a thinner shareholder base. Worth a deeper look to test whether the forward earnings path holds up against semiconductor capex cycles, and what share of revenue is recurring versus project-based.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | ¥2333 | first publication | ¥2309 |
Answered from Organo Corporation fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 6368.T Organo Corporation | ¥2263.00 | - | - | 19.4x | 21.6% | 80 | 55 |
| CECO CECO Environmental Corp. Common Stock | $49.08 | $45 | 9% above | - | -2.4% | 44 | 41 |
| MTRS.ST Munters Group AB (publ) | kr 131.45 | kr 90 | 47% above | 48.7x | 9.9% | 46 | 49 |
| 6370.T Kurita Water Industries Ltd. | ¥6889.00 | - | - | 16.9x | 13.5% | 61 | 64 |
| ZWS Zurn Elkay Water Solutions Corporation Common Stock | $48.55 | $22 | 119% above | 30.2x | 16.9% | 79 | 65 |
| 7004.T Kanadevia Corporation | ¥1029.00 | - | - | 11.8x | 7.8% | 43 | 56 |
| GVS.MI GVS S.p.A. | €5.26 | - | - | 23.9x | 9.3% | 67 | 64 |
Where 6368.T ranks against its sector peers on each metric.