Taiyo Yuden (TYOYY) AI Stock Analysis

Taiyo Yuden

(Other OTC:TYOYY)

Select Model

Rating:65.6Neutral

Price Target:$14.50▲(9.56% Upside)

Action:reiterated

Date:08/17/26

The overall score reflects strong underlying financial recovery and improving profitability as the primary strength, offset by a rich valuation and mixed technical picture with weakening short-term momentum. The stock offers solid business fundamentals but carries valuation risk and only moderate technical support at current levels.

Positive Factors

FY2026 Revenue and Earnings RecoveryThe FY2026 rebound indicates renewed demand and improved operating performance after a softer period. Re-accelerating revenue and recovering margins can strengthen internal funding capacity and support continued investment across the company’s electronic-component portfolio over the next several quarters.

Negative Factors

Margins Remain Below Prior PeaksAlthough profitability has recovered, the large gap from prior-cycle margins shows that earnings power has not fully normalized. Sustained margin pressure could limit reinvestment, reduce resilience during weaker component conditions, and leave returns dependent on further operational improvement.

Taiyo Yuden (TYOYY) vs. SPDR S&P 500 ETF (SPY)

Market Cap: $6.66B
Dividend Yield: 0.51%
Average Volume (3M): 32.17K
Price to Earnings (P/E): 58.9
Beta (1Y): 1.73
Revenue Growth: 2.39%
EPS Growth: ―
Country: US
Employees: 20,604
Sector: Technology
Sector Strength: 61
Industry: Hardware, Equipment & Parts

Taiyo Yuden Business Overview & Revenue Model

Company Description

Taiyo Yuden Co., Ltd. operates internationally, focusing on the design, manufacturing, and sale of a wide range of electronic components. Their product line features multilayer ceramic capacitors, which are indispensable for applications in smartphon...

How the Company Makes Money

Taiyo Yuden makes money primarily by manufacturing and selling electronic components to original equipment manufacturers (OEMs) and electronics manufacturing services (EMS) providers that build end products such as smartphones, PCs, networking equipm...

Taiyo Yuden Financial Statement Overview

Summary

Financial performance is solid with strong revenue growth, expanding margins, improving ROE, and a return to positive free cash flow, though profitability and cash generation still trail historical peaks.

Income Statement

78Positive

Balance Sheet

82Very Positive

Cash Flow

65Positive

Financial statement breakdown
Breakdown	TTM	Mar 2026	Mar 2025	Mar 2024	Mar 2023	Mar 2022
Income Statement
Total Revenue	360.20B	376.77B	341.44B	322.65B	319.50B	349.64B
Gross Profit	82.63B	86.31B	71.57B	65.32B	87.42B	124.98B
EBITDA	75.73B	72.76B	56.42B	53.28B	66.83B	99.43B
Net Income	15.09B	15.70B	2.33B	8.32B	23.22B	54.36B
Balance Sheet
Total Assets	618.21B	618.21B	573.19B	579.69B	503.46B	474.52B
Cash, Cash Equivalents and Short-Term Investments	100.51B	100.51B	78.17B	102.78B	87.20B	92.57B
Total Debt	171.95B	171.95B	164.40B	148.84B	98.94B	72.98B
Total Liabilities	272.30B	272.30B	254.02B	249.59B	184.99B	174.24B
Stockholders Equity	345.91B	345.91B	319.17B	330.10B	318.48B	300.29B
Cash Flow
Free Cash Flow	0	18.08B	-28.77B	-28.80B	-23.88B	15.76B
Operating Cash Flow	0	61.62B	33.94B	51.10B	39.46B	67.31B
Investing Cash Flow	0	-27.24B	-63.53B	-82.79B	-60.44B	-50.62B
Financing Cash Flow	0	-7.24B	3.05B	37.65B	14.48B	-14.71B

Taiyo Yuden Technical Analysis

Technical Analysis SentimentNegative

Last Price13.23

Price Trends

50DMA15.04Negative

100DMA18.20Negative

200DMA13.84Negative

Market Momentum

MACD-0.50Positive

RSI39.88Neutral

STOCH45.59Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TYOYY, the sentiment is Negative. The current price of 13.23 is below the 20-day moving average (MA) of 15.58, below the 50-day MA of 15.04, and below the 200-day MA of 13.84, indicating a bearish trend. The MACD of -0.50 indicates Positive momentum. The RSI at 39.88 is Neutral, neither overbought nor oversold. The STOCH value of 45.59 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for TYOYY.

Taiyo Yuden Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

TYOYY against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
BELFB	75Outperform	$3.31B	57.04	11.27%	0.12%	20.98%	-21.08%
CTS	71Outperform	$1.75B	23.84	13.02%	0.26%	7.47%	29.54%
VICR	71Outperform	$8.82B	48.62	22.49%	―	41.38%	115.22%
TYOYY	66Neutral	$7.20B	58.89	5.29%	0.51%	2.39%	―
LFUS	65Neutral	$9.99B	291.17	1.47%	0.78%	18.72%	-74.52%
Sector *	61Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%
VPG	40Underperform	$726.63M	181.83	1.08%	―	11.28%	―

* Technology Sector Average

Performance Comparison

TYOYY and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
TYOYY	Taiyo Yuden	13.14	5.91	81.71%
BELFB	Bel Fuse B	235.04	80.98	52.56%
CTS	CTS Corporation	62.85	21.03	50.27%
LFUS	Littelfuse	394.54	155.46	65.03%
VICR	Vicor	174.97	86.61	98.02%
VPG	Vishay Precision	51.99	16.30	45.67%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Date of analysis: Aug 17, 2026

Taiyo Yuden AI Stock Analysis