Yokogawa Electric makes the process control systems, field instruments and industrial automation software that refineries, chemical plants and power utilities use to run their operations, with a large and growing share of revenue coming from recurring services and software. Its installed base of distributed control systems creates high switching costs, since customers rarely replace a control platform that runs their plant, which supports pricing and a long tail of service revenue. The near-term driver is demand from energy transition and process-industry capex, including hydrogen, LNG and semiconductor-materials plants that need precise measurement and automation. Revenue growth is running at 8.6% with an 11.7% operating margin, and the stock trades at 20.6x trailing and 21.4x forward earnings, so the multiple is not stretched against that growth profile. The company is worth a deeper look to test whether margin expansion from software and services can keep pace with the order backlog, and whether the forward multiple holds if project timing slips.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | ¥4760 | first publication | ¥4632 |
Answered from Yokogawa Electric Corporation fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 6841.T Yokogawa Electric Corporation | ¥4527.00 | - | - | 20.4x | - | 50 | 47 |
| 5333.T NGK Corporation | ¥4570.00 | - | - | 22.8x | 9.2% | 67 | 67 |
| SUZLON.NS Suzlon Energy Limited | ₹37.40 | - | - | 16.9x | 39.4% | 81 | 51 |
| GVT&D.NS GE Vernova T&D India Limited | ₹3700.00 | - | - | 73.0x | - | 85 | 59 |
| 6465.T Hoshizaki Corporation | ¥5429.00 | - | - | 19.9x | 9.8% | 63 | 59 |
| 6845.T Azbil Corporation | ¥1498.50 | - | - | 20.0x | 16.8% | 75 | 52 |
| 6361.T Ebara Corporation | ¥3797.00 | - | - | 22.3x | 15.7% | 64 | 40 |
Where 6841.T ranks against its sector peers on each metric.