Yageo Corp (2327) Fair Value & Analysis
Technology · TW · Market cap 1.6T TWD (≈ $50.3B) · ISIN TW0002327004
What is Yageo Corp really worth?
A solid business, but trading 88% above our fair value of 289.26 TWD.
Strengths
Risks
For context
Fair value as of: Aug 17, 2026
From 26 valuation models · updated 19 days ago
Share price +8.6% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case (399.45 TWD). The favourable scenario is already priced in.
- Solid but not exceptional quality (65/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (165.63 TWD to 399.45 TWD) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 17, 2026.
How to read this chart
60‑month range 62.68 TWD – 855,099 TWD · fair‑value band 165.63 TWD – 399.45 TWD · the 545.00 TWD price screens above the 289.26 TWD fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 17, 2026.
Analysis
Yageo Corp (2327) currently trades at 545.00 TWD, while our model-based Fair Value estimate is 289.26 TWD, implying the stock looks roughly 88.4% overvalued today. The Quality Score stands at 65/100 (solid quality), in the Technology sector. Bull case: the DCF Models group reads highest at a median of 354.52 TWD per share, and 0 of the 26 models we run sit above the 545.00 TWD price. Bear case: the Asset-Based group reads lowest at 55.61 TWD, and 26 of the 26 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Yageo Corp generated revenue of 140B TWD at a net margin of 18.7%. Revenue grew 22.7% year over year. It earns a return on equity of 15.9%. Net debt stands at 69.4B TWD. Fundamentals as of Aug 17, 2026
Our scenario range runs from 165.63 TWD (bear case) to 399.45 TWD (bull case); at 545.00 TWD, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 36% below its 52-week high and 388% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at −62% fair-value upside, at −47%, 2327 screens cheaper than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly 4.31 TWD per share, which is 1.5 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: DCF Models (354.52 TWD) versus Asset-Based (55.61 TWD). Highest evidence: FCF DCF (77).
Notify me when 2327 reaches fair value
Put 2327 on your watchlist. We get in touch as soon as price and fair value meet or the trend turns.
Set up alert →Free, no payment details. Unsubscribe anytime in one click.
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 17, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 63 · Market factors (momentum, volatility) 53
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Yageo Corporation, together with its subsidiaries, manufactures and sells electronic components in China, Europe, the United States, and the rest of Asia.
Full company description
Yageo Corporation, together with its subsidiaries, manufactures and sells electronic components in China, Europe, the United States, and the rest of Asia. It offers antennas, radio frequency, and microwave; capacitors; circuit protection; custom products; electromechanical devices; EMC; engineering kits; inductors; piezoelectric devices; power supplies; resistors; semiconductors; sensors; signal magnetics and connectors; and transformers. The company's products are used for various applications, including aerospace, defense, and medical; automotive; computing and enterprise systems; consumer; industrial; and telecommunications. Yageo Corporation was founded in 1977 and is headquartered in New Taipei City, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Yageo Corp reported revenue of 133B TWD in FY2025 versus 107B TWD in FY2021, a compound +5.7%/yr. Reported net income was 23.6B TWD in FY2025, compounding +0.8%/yr from FY2021.
of which total revenue +17.6 % · buybacks/dilution −2.9 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
2327 screens 88% overvalued. Compare with Amphenol Corporation →
Peer Group
Electronic Components · 638 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Electronic Components median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Electronic Components stocks, each showing price versus our Fair Value estimate (as of Aug 17, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Amphenol Corporation APH | $157.74 | $97.19 | −38% |
| Corning Incorporated GLW | CHF 134.64 | CHF 35.18 | −74% |
| Delta Electronics, Inc 2308 | 1,750 TWD | 602.37 TWD | −66% |
| Luxshare Precision Industry Co 002475 | ¥56.06 | ¥38.44 | −31% |
| Samsung Electro-Mechanics Co 009150 | 1,503,000 KRW | 172,954 KRW | −88% |
| Suzhou Dongshan Precision Manufacturing Co 002384 | ¥202.11 | ¥21.19 | −90% |
| TE Connectivity plc TEL | $202.66 | $144.42 | −29% |
| Shengyi Technology Co 600183 | ¥132.80 | ¥36.30 | −73% |
| Flex Ltd FLEX | $124.53 | $48.10 | −61% |
| Celestica Inc CLS | $298.70 | $113.54 | −62% |
Compare Yageo Corp with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Technology stocks →
Try a ready-made strategy
Pick a strategy and jump into the live analysis with that exact screen applied.
Discover tools
Frequently asked questions
Is Yageo Corp (2327) overvalued or undervalued?
What is the fair value of 2327?
What is the quality score of 2327?
What is the revenue of Yageo Corp (2327)?
What is the net profit margin of 2327?
Does Yageo Corp pay a dividend?
Watch Yageo Corp in the live analysis
One click puts Yageo Corp on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 35,000+ stock screener. You can also try 14 days of Pro there, no card.
Watch for free →Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.