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Tokyo Electron Limited manufactures semiconductor production equipment critical for AI chip fabrication.
Snapshot
| Country |
JPN
|
| Exchange | Tokyo |
| AI Layer |
chips
|
| Category |
2.50 Semiconductor Capital Equipment & EDA
|
| Sentiment |
68.0% |
| USD Mkt Cap | 152.04B |
| USD Revenue | 17.08B |
| USD Net Income | 4.04B |
| P/E | 41.15 |
| fwd P/E | 40.20 |
| PEG | 1.45 |
| Price 3M | -27.2% |
| Price 6M | +34.1% |
| Price 1Y | +129.9% |
| Price 2Y | +128.7% |
| USD Share Price | 331.17 |
Price & Size
| Price |
51,460.00 JPY |
| Market Cap |
23.38T JPY |
| Shares Outstanding |
454.30M |
| Shares Float |
439.29M |
| 52w Low |
22,760.00 JPY |
| 52w High |
81,260.00 JPY |
| Avg Volume |
4.00M |
Valuation
| P/E (trailing) |
41.1x |
| P/E (forward) |
40.2x |
| P/B |
10.92x |
| Enterprise Value |
22.99T JPY |
| Book Value / Share |
4,713.28 JPY |
| PEG Ratio |
1.45x |
| P/S |
8.90x |
| EV / Revenue |
8.75x |
| EV / EBITDA |
29.53x |
Income
| Revenue |
2.63T JPY |
| Revenue / Share |
5,746.25 JPY |
| EBITDA |
778.34B JPY |
| Net Income |
620.99B JPY |
| EPS (trailing) |
1,250.48 JPY |
| EPS (forward) |
1,280.20 JPY |
Margins & Profitability
| Gross Margin |
45.6% |
| Operating Margin |
28.9% |
| Profit Margin |
23.6% |
| EBITDA Margin |
29.6% |
| Return on Equity |
30.9% |
| Return on Assets |
15.8% |
Growth
| Revenue Growth |
33.3% |
| Earnings Growth |
40.4% |
Cash & Debt
| Total Cash |
409.61B JPY |
| Total Debt |
0 JPY |
| Free Cash Flow |
297.17B JPY |
| Operating Cash Flow |
583.52B JPY |
| Current Ratio |
2.63x |
| Quick Ratio |
1.39x |
Dividend
| Rate |
748.00 JPY |
| Yield |
1.5% |
| Payout Ratio |
50.2% |
| Ex-Date |
2026-09-29 |
Analyst Consensus
| Target (Mean) |
76,708.70 JPY |
| Target (Median) |
80,000.00 JPY |
| Target (High) |
102,000.00 JPY |
| Target (Low) |
42,300.00 JPY |
| Recommendation |
buy |
| # Analysts |
23 |
Identifiers
| ISIN | JP3571400005 |
| CUSIP | J86957115 |
| FIGI | BBG000BB59S7 |
| SEDOL | 6895675 |
Sentiment 68.0%
as of Sep 12, 2026
Positive drivers
Tokyo Electron benefited from sustained global demand for advanced semiconductor manufacturing equipment driven by AI chip production ramps at major foundries. Positive earnings momentum and new technology orders in the 30-day window reinforced investor optimism. Broader AI sector tailwinds lifted XTKS-listed peers and supported valuation multiples.
Neutral / mixed
Currency fluctuations between the yen and USD created mixed translation effects on reported results. Ongoing industry cyclicality and varying fab utilization rates introduced some uncertainty. Regulatory reviews of export controls remained a background factor without immediate resolution.
Negative drivers
Geopolitical tensions and potential tightening of semiconductor export restrictions to China weighed on sentiment. Supply-chain bottlenecks and rising input costs pressured margins in the near term. Competitive intensity from global equipment makers capped share gains.
Bottom line
Overall sentiment for Tokyo Electron remains moderately positive, anchored by AI-driven demand despite macro and geopolitical headwinds.