Disco primarily focuses on dicing and grinding equipment used in semiconductor manufacturing. We expect the growing precision required for chip manufacturing to generate outsize growth opportunities for the company over the next five years.
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 self-sufficiency initiative in semiconductors could drive tremendous technological progress in equipment manufacturers. This could undermine Disco’s industry leadership and threaten market share.
|
Metric
|
6146
|
00522
|
6857
|
|---|---|---|---|
Price/Earnings (Normalized) | 48.24 | 36.19 | 72.50 |
Price/Book Value | 11.26 | 3.90 | 26.11 |
Price/Sales | 15.05 | 4.09 | 24.37 |
Price/Cash Flow | 43.80 | 72.11 | 66.33 |
|
Metric
|
6146
|
00522
|
6857
|
|---|---|---|---|
Quick Ratio | 2.21 | 1.88 | 1.72 |
Current Ratio | 3.20 | 3.07 | 2.53 |
Interest Coverage | — | 15.30 | 181.23 |
|
Metric
|
6146
|
00522
|
6857
|
|---|---|---|---|
Return on Assets (Normalized) | — | 4.66% | — |
Return on Equity (Normalized) | — | 7.26% | — |
Return on Invested Capital (Normalized) | — | 6.28% | — |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
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United States