Valuation Disco Corporation

Stocks

6146

JP3548600000

Semiconductor Equipment & Testing

Market Closed - Japan Exchange 04:30:00 18/09/26 pm AEST			5-day change	1st Jan Change
52,420.00 ^JPY	+3.62%		+1.98%	+8.82%

25/07	Disco Corp Announces Appointment of Andre Mintz to Board of Directors, Effective July 21, 2026	CI
24/07	Disco Corporation Announced the Revision of Dividend Forecasts for the Second Quarter Ending September 30, 2026	CI

Company Valuation: Disco Corporation

Data adjusted to current consolidation scope

Fiscal Period: March	2022	2023	2024	2025	2026	2027	2028	2029
Market Cap ¹	1,241,500	1,657,021	6,196,471	3,239,857	6,642,215	5,685,878	-	-
Change	-	33.47%	273.95%	-47.71%	105.02%	-14.4%	-	-
Enterprise Value (EV) ¹	1,115,729	1,493,968	5,980,985	3,010,690	6,357,640	5,331,197	5,232,929	5,105,746
Change	-	33.9%	300.34%	-49.66%	111.17%	-16.15%	-1.84%	-2.43%
P/E	18.7x	20x	73.6x	26.1x	49x	30.2x	24.5x	21x
PBR	4.24x	4.78x	15.3x	6.78x	11.3x	8.09x	6.71x	5.75x
PEG	-	0.8x	47.66x	0.6x	5.26x	0.8x	1.1x	1.2x
Capitalization / Revenue	4.89x	5.83x	20.1x	8.24x	15.2x	10.1x	8.53x	7.49x
EV / Revenue	4.4x	5.26x	19.4x	7.65x	14.6x	9.51x	7.85x	6.72x
EV / EBITDA	11.2x	12.4x	45.1x	16.8x	31.8x	19.9x	16.1x	13.6x
EV / EBIT	12.2x	13.5x	49.2x	18x	34.4x	20.9x	16.6x	13.9x
EV / FCF	27.8x	21.7x	73.7x	56.3x	-2,856x	42.2x	29.8x	23.7x
FCF Yield	3.59%	4.6%	1.36%	1.78%	-0.04%	2.37%	3.36%	4.21%
Dividend per Share ²	269.3	305.3	307	413	505	686.4	848.8	1,074
Rate of return	2.35%	2%	0.54%	1.38%	0.82%	1.31%	1.62%	2.05%
EPS ²	611.7	765.5	777.3	1,143	1,250	1,738	2,141	2,502
Distribution rate	44%	39.9%	39.5%	36.1%	40.4%	39.5%	39.6%	42.9%
Net sales ¹	253,781	284,135	307,554	393,300	436,889	560,701	666,446	759,523
EBITDA ¹	100,064	120,784	132,521	179,000	199,810	267,341	324,254	374,918
EBIT ¹	91,513	110,413	121,490	166,800	184,989	254,716	314,546	367,750
Net income ¹	66,206	82,891	84,205	123,900	135,521	187,927	232,255	271,380
Net Debt ¹	-125,771	-163,053	-215,486	-229,167	-284,575	-354,681	-452,950	-580,132
Reference price ²	11,466.67	15,300.00	57,190.00	29,895.00	61,240.00	52,420.00	52,420.00	52,420.00
Nbr of stocks (in thousands)	108,270	108,302	108,349	108,375	108,462	108,468	-	-
Announcement Date	21/4/22	20/4/23	25/4/24	17/4/25	22/4/26	-	-	-

¹JPY in Million²JPY

Estimates

P/E, Detailed evolution

Add to a list 0 selected To use this feature you must be a member Log in Sign up	P/E (Y)	EV / Sales (Y)	EV / EBITDA (Y)	Dividend Yield (Y)	Capi.($)
DISCO CORPORATION	30.16x	9.51x	19.94x	1.31%	36.13B
APPLIED MATERIALS, INC.	35.84x	10.87x	31.42x	0.42%	375B
NAURA TECHNOLOGY GROUP CO., LTD.	65.32x	9.63x	51.56x	0.14%	72.88B
ADVANCED MICRO-FABRICATION EQUIPMENT INC. CHINA	64.42x	19.16x	83.95x	0.12%	49.77B
ASM INTERNATIONAL N.V.	37.22x	9.79x	25.4x	0.47%	48.25B
PIOTECH INC.	78.82x	23.83x	90.58x	0.13%	31.21B
GLOBALFOUNDRIES INC.	36.65x	3.45x	10.5x	0.42%	26.31B
ACM RESEARCH (SHANGHAI), INC.	79.71x	15.57x	75.35x	0.31%	20.77B
HWATSING TECHNOLOGY CO., LTD.	75.89x	20.18x	71.62x	0.18%	18.85B
SHENZHEN HAN'S CNC TECHNOLOGY CO., LTD.	69.72x	11.24x	46.8x	0.4%	17.46B
Average	57.37x	13.32x	50.71x	0.39%	69.66B
Weighted average by Cap.	45.96x	11.89x	40.91x	0.39%