Theses›Listed companies›8035.T

Tokyo Electron

TSE: 8035.T · Japan
Coater/developer monopoly + etch.

Markets it anchors
015254060+cheapfairfullexpensive6.5x 015254060+cheapfairfullexpensive6.5x
Fig. 1The screen as it last ran, 6 Nov 2026: Fair at 6.5x forward earnings; the table below has the latest prices. A screen flags where to look; it is not a valuation.
Market datarefreshed 6 Nov 2026
Price8263.00 JPY
Market value$118B
Revenue, last 12 months$19B
Forward P/E6.5x
EV to revenue6.2x
Gross and operating margin46% · 32%

Not advice. Where I hold a position it is disclosed to members, with the reasoning.