Taiyo Yuden makes multilayer ceramic capacitors, inductors and wireless modules, the passive components that go into smartphones, automotive electronics and industrial equipment. Its advantage sits in high-reliability and miniaturised parts for automotive and AI server power designs, where qualification cycles are long and switching suppliers is costly. Revenue growth of 10.7% is coming from that mix shift rather than from a rebound in consumer handsets, which is the more durable source of demand. The stock trades on 46.5x forward earnings against 68.9x trailing, so the market is already pricing a sharp earnings recovery from a 5.0% operating margin and 5.3% ROE. That gap between current profitability and the multiple is the question to test: whether margins can climb toward the high single digits as capacity utilisation improves, or whether the multiple is pricing in more than the cycle will deliver.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | ¥7480 | first publication | ¥8700 |
Answered from Taiyo Yuden Co., Ltd. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 6976.T Taiyo Yuden Co., Ltd. | ¥8364.00 | - | - | 64.7x | 5.3% | 48 | 57 |
| RAL Ralliant Corporation Common Stock | $66.49 | $59 | 14% above | - | -53.9% | 48 | 65 |
| 6645.T OMRON Corporation | ¥5330.00 | - | - | 26.1x | 5.1% | 60 | 64 |
| 6479.T MINEBEA MITSUMI Inc. | ¥3120.00 | - | - | 11.5x | - | 55 | 69 |
| ATS.VI AT & S Austria Technologie & Systemtechnik Aktiengesellschaft | €139.00 | €91 | 53% above | 101.5x | 5.9% | 42 | 63 |
| VICR Vicor Corporation Common Stock | $176.04 | - | - | 47.0x | 23.5% | 95 | 64 |
| SANM Sanmina Corporation Common Stock | $155.71 | $152 | 3% above | 27.9x | 12.5% | 53 | 66 |
Where 6976.T ranks against its sector peers on each metric.