Price
No data yet.
Social Signal Score
Revenue
$732.39B+257.71%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Tony Kawai
- Sector
- Technology
- Industry
- Semiconductors
- Employees
- 20,236
- Beta
- 1.33
- Country
- JP
- Piotroski score
- 5 / 9 (Middling)
- Altman Z-score
- 20.66
Financials
Revenue
$732.39B+257.7%Net Income
$164.34B+461.2%EBITDA
$231.74B+511.2%Free Cash Flow
$85.55B+24319.9%EPS (diluted)
$180.08+507.1%Shares Outstanding (diluted)
912.63M-7.6%Operating Expenses
$131.30BCash & Debt
$409.61BReturn of Capital
$179.86BDividend per Share
$1.21Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $2.59T | $609.10B | $664.69 |
| 2025 | $2.43T | $544.13B | $591.20 |
| 2024 | $1.83T | $363.96B | $391.88 |
| 2023 | $2.21T | $471.58B | $503.91 |
| 2022 | $2.00T | $437.08B | $467.98 |
| 2021 | $1.40T | $242.94B | $260.37 |
| 2020 | $1.13T | $185.21B | $195.10 |
| 2019 | $1.28T | $248.23B | $252.27 |
| 2018 | $1.13T | $204.37B | $207.58 |
| 2017 | $799.72B | $115.21B | $117.05 |
| 2016 | $663.95B | $77.89B | $76.85 |
| 2015 | $613.12B | $71.89B | $66.69 |
| 2014 | $612.17B | $-19.41B | $-18.03 |
| 2013 | $497.30B | $6.08B | $5.65 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from TOELY's reported EPS growth of 44.3% a year over 13 years. Historical EPS growth of 44% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $2,470
- Implied price
- $71,616
- Return from $167.70
- 235.8% a year
To earn 15.0% a year on these assumptions you'd need to buy at $35,606 — today's price is already 99.5% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 21 | 25 | 29 | 33 | 37 |
|---|---|---|---|---|---|
| 20.0% | 190.6% | 200.9% | 210.0% | 218.1% | 225.5% |
| 25.0% | 202.7% | 213.5% | 222.9% | 231.3% | 239.0% |
| 30.0% | 214.8% | 226.0% | 235.8% | 244.6% | 252.6% |
| 35.0% | 226.9% | 238.5% | 248.7% | 257.9% | 266.1% |
| 40.0% | 239.0% | 251.1% | 261.6% | 271.1% | 279.7% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
120-4.00%Social Signal Score
Mentions (2)
- Newsseekingalpha.com·7h ago·Positive
…lectron commands leading market shares across key semiconductor equipment categories, including a near-monopoly in coaters/developers. Despite declining China sales, TOELY is reallocating resources to advanced-node growth areas like etching, wafer bonding, and EUV-related equipment. My blended fair value estimate is ~$220, implying 29% upside from current levels and supporting a 'Buy' rating with a gradual position build and partial hedging.
View source ↗ - Newsseekingalpha.com·9d ago·Positive
…re Of The Wafer Tokyo Electron is positioned to benefit from rising process intensity and AI-driven semiconductor complexity, supporting a bullish investment thesis. TOELY's dominance in lithography-adjacent tools, etch, and packaging, plus its broad portfolio, creates high barriers to entry and recurring revenue streams. Management guides for robust FY revenue (~¥3.35T), margin expansion, and significant growth in coaters, etch, and advanced packaging, with operating leverage already evident.
View source ↗
Earnings
Fri, Oct 30(in 7 weeks)
Consensus estimate $1.36 per share
Typical surprise +3.7% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Jul 30$1.13 vs $1.09beat
- Thu, Apr 30$1.50 vs $1.31beat
- Fri, Feb 6$0.83 vs $0.86miss
- Fri, Oct 31$0.88 vs $0.87beat
- Thu, Jul 31$0.87 vs $0.89miss
- Wed, Apr 30$1.07 vs $0.95beat
Estimates and results for TOELY via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Congress trades
- Bruce Westermanhouse · AR04 · disclosed May 13, 2025 (23d later)Sell$1,001 - $15,000
- Bruce Westermanhouse · AR04 · disclosed Apr 17, 2025 (45d later)Buy$1,001 - $15,000
- Daniel Goldmanhouse · NY10 · disclosed Aug 13, 2023 (35d later)Sell$15,001 - $50,000
- Daniel Goldmanhouse · NY10 · disclosed Mar 20, 2023 (21d later)Buy$15,001 - $50,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.