Tokyo Electron’s September-quarter revenue of JPY 935 billion and operating margin of 32% rose 48% and 644 basis points year on year. Management expects full-year revenue to rise 51% year on year and raised its 2027 wafer fab equipment demand outlook from USD 190 billion to USD 210 billion.
Tokyo Electron can gain market share from single-product peers through the sales of integrated solutions, leveraging its competitive position across its entire portfolio to meet customer workflow needs.
Tokyo Electron is likely to face greater competitive pressure in areas such as deposition, etching and cleaning, where it has lost market share over the years to players such as ASM and Lam Research.
|
Metric
|
8035
|
ASML
|
AMAT
|
|---|---|---|---|
Price/Earnings (Normalized) | 37.01 | 48.84 | 35.71 |
Price/Book Value | 9.81 | 24.04 | 12.08 |
Price/Sales | 22.13 | 13.16 | 10.11 |
Price/Cash Flow | 84.77 | 34.97 | 34.57 |
|
Metric
|
8035
|
ASML
|
AMAT
|
|---|---|---|---|
Quick Ratio | 1.39 | 0.95 | 1.67 |
Current Ratio | 2.63 | 1.49 | 2.42 |
Interest Coverage | — | — | 33.00 |
|
Metric
|
8035
|
ASML
|
AMAT
|
|---|---|---|---|
Return on Assets (Normalized) | — | 27.07% | 22.69% |
Return on Equity (Normalized) | — | 66.27% | 39.18% |
Return on Invested Capital (Normalized) | — | 57.96% | 25.01% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| ASML Holding NV
ASMLF
| LOCK|!wksT<^> | LOCK|?> | $605B | |||
| ASML Holding NV ADR
ASML
| LOCK|Tjv?l$n& | LOCK|<B% | $605B | |||
| Applied Materials Inc
AMAT
| LOCK|@@$VxCF | LOCK|<< | $297B | |||
| Lam Research Corp
LRCX
| LOCK|J>RyGSC? | LOCK|@< | $285B | |||
| KLA Corp
KLAC
| LOCK|$g&tDD$ | LOCK|#?@ | $199B | |||
| Advantest Corp ADR
ATEYY
| — | LOCK|rn | $164B | |||
| Advantest Corp
ADTTF
| — | LOCK|yv | $164B | |||
| Teradyne Inc
TER
| LOCK|@^P?#< | LOCK|&Z | $41B | |||
| Qnity Electronics Inc
Q
| LOCK|Nn<^>jX | LOCK|>YBl | $24B | |||
| Entegris Inc
ENTG
| LOCK|H#Y>Wz | LOCK|j>? | $23B |
United States