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Manufactures precision dicing and grinding equipment essential for semiconductor wafer processing in AI chip production.
- Share Price
- 45,230.00JPY
- Market Cap
- 30.82BUSD
- Revenue
- 3.14BUSD
- Net Income
- 1.00BUSD
- P/E (trailing)
- 28.8x
Financial data: Yahoo Finance, as of 11-Nov-2026
Price & Size
| Price |
45,230.00 JPY |
| Market Cap |
4.91T JPY |
| Shares Outstanding |
108.51M |
| Shares Float |
87.41M |
| 52w Low |
37,210.00 JPY |
| 52w High |
91,680.00 JPY |
| Avg Volume |
1.76M |
Valuation
| P/E (trailing) |
28.8x |
| P/E (forward) |
33.2x |
| P/B |
7.81x |
| Enterprise Value |
4.58T JPY |
| Book Value / Share |
5,792.85 JPY |
| PEG Ratio |
1.27x |
| P/S |
9.83x |
| EV / Revenue |
9.16x |
| EV / EBITDA |
19.27x |
Income
| Revenue |
499.41B JPY |
| Revenue / Share |
4,604.50 JPY |
| EBITDA |
237.42B JPY |
| Net Income |
159.97B JPY |
| EPS (trailing) |
1,570.70 JPY |
| EPS (forward) |
1,360.94 JPY |
Margins & Profitability
| Gross Margin |
71.4% |
| Operating Margin |
45.2% |
| Profit Margin |
32.0% |
| EBITDA Margin |
47.5% |
| Return on Equity |
27.9% |
| Return on Assets |
18.8% |
Growth
| Revenue Growth |
22.9% |
| Earnings Growth |
24.9% |
Cash & Debt
| Total Cash |
342.41B JPY |
| Total Debt |
0 JPY |
| Operating Cash Flow |
205.57B JPY |
| Current Ratio |
2.94x |
| Quick Ratio |
2.05x |
Dividend
| Rate |
562.00 JPY |
| Yield |
1.3% |
| Payout Ratio |
38.2% |
| Ex-Date |
29-Sep-2026 |
Analyst Consensus
| Target (Mean) |
76,955.00 JPY |
| Target (Median) |
76,500.00 JPY |
| Target (High) |
105,000.00 JPY |
| Target (Low) |
54,900.00 JPY |
| Analysts' Rating |
Buy |
| # Analysts |
20 |
Identifiers
| ISIN | JP3544370007 |
| FIGI | BBG000BKFJY7 |
| SEDOL | 6270803 |
Sentiment 68.0%
as of 10-Nov-2026
Sentiment is an AI (Grok) reading of market mood over the past 30 days: 0% very negative, 50% neutral, 100% very positive.
Positive drivers
Strong demand for Disco's precision dicing and grinding equipment driven by surging AI chip production from major foundries. Positive earnings revisions and order backlog growth reported in late October 2026. Expansion into advanced packaging solutions aligning with next-gen semiconductor trends.
Neutral / mixed
Global semiconductor cycle showing signs of stabilization after prior inventory corrections. Currency fluctuations impacting export revenues from Japan. Ongoing R&D investments balancing short-term margins with long-term growth.
Negative drivers
Heightened competition from Taiwanese and Korean equipment makers eroding some market share. Geopolitical tensions affecting supply chains for key components. Macroeconomic uncertainty in end-markets like consumer electronics weighing on sentiment.
Bottom line
Overall sentiment remains moderately positive amid AI-driven tailwinds, tempered by competitive and macro headwinds. The 30-day window reflects cautious optimism for sustained recovery.
Tokyo
JPY