Disco’s September quarter revenue and operating margin of JPY 143 billion and 47% grew 36% and 493 basis points year on year, respectively. Management guided for shipments to be flat sequentially and expects revenue and an operating margin of JPY 132 billion and 44% in the next quarter.
AI chip demand will accelerate as hyperscalers race to eke out an advantage in AI models. This will spark tremendous chip capacity buildouts and drastically raise chipmaking equipment spending.
China’s semiconductor self-sufficiency initiative could drive major technological progress for equipment manufacturers. This could undermine Disco’s industry leadership and threaten its market share.
|
Metric
|
6146
|
00522
|
6857
|
|---|---|---|---|
Price/Earnings (Normalized) | 38.04 | 27.52 | 54.21 |
Price/Book Value | 8.84 | 2.96 | 22.48 |
Price/Sales | 11.16 | 3.11 | 19.17 |
Price/Cash Flow | 29.45 | 54.85 | 53.71 |
|
Metric
|
6146
|
00522
|
6857
|
|---|---|---|---|
Quick Ratio | 2.04 | 1.88 | 1.77 |
Current Ratio | 3.00 | 3.07 | 2.67 |
Interest Coverage | — | 15.30 | 10,465.89 |
|
Metric
|
6146
|
00522
|
6857
|
|---|---|---|---|
Return on Assets (Normalized) | — | 4.66% | 41.30% |
Return on Equity (Normalized) | — | 7.26% | 62.20% |
Return on Invested Capital (Normalized) | — | 6.28% | 50.56% |
|
1-Day Chart
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United States