Yaskawa makes industrial robots, servo motors and drives, and motion controllers, with its MOTOMAN robot line and Sigma servo systems sold into factory automation across autos, electronics and general industry. Its edge is installed base and integration: its controllers and drives are designed into customer lines, which keeps replacement and service revenue sticky after the initial sale. The near-term driver is the capex cycle in factory automation and the recovery in orders from China and semiconductor-related demand, which should lift volumes as utilisation improves. The stock trades at 30.3x trailing earnings but 19.7x forward, so the market is pricing a sharp earnings rebound, and a 9.0% revenue growth rate with a 9.3% operating margin leaves little room if that recovery is slower than expected. Returns are thin for now, with ROE at 7.6%, which makes margin expansion the thing to verify before spending more time here.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | ¥4100 | first publication | ¥4033 |
Answered from YASKAWA Electric Corporation fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 6506.T YASKAWA Electric Corporation | ¥4022.00 | - | - | 29.1x | 7.6% | 63 | 50 |
| NKT.CO NKT A/S | kr 801.50 | kr 716 | 12% above | 21.8x | 13.2% | 64 | 41 |
| HAVELLS.NS Havells India Limited | ₹1073.00 | - | - | 39.6x | 18.0% | 65 | 38 |
| APARINDS.NS APAR Industries Limited | ₹14713.00 | - | - | 49.0x | - | 61 | 65 |
| ENS EnerSys Common Stock | $168.67 | $175 | 4% below | 18.9x | 18.4% | 69 | 64 |
| FPS Forgent Power Solutions Inc. Class A Common Stock | $24.92 | - | - | 103.8x | 17.0% | 60 | 39 |
| NEX.PA Nexans S.A. | €114.90 | €118 | 3% below | - | 9.8% | 35 | 46 |
Where 6506.T ranks against its sector peers on each metric.