Valuation Disco Corporation Thailand S.E.

Stocks

DISCO24

TH0802120608

Semiconductor Equipment & Testing

End-of-day quote Thailand S.E. 29/10/2026			5-day change	1st Jan Change
0.7700 ^THB	-2.53%		-3.75%	-

28/10	Japan's Nikkei jumps as Wall Street tech rally lifts mood	RE
23/10	Japan's Nikkei falls, JGBs surge as AI jitters spur haven demand	RE

Company Valuation: Disco Corporation

Data adjusted to current consolidation scope

Fiscal Period: March	2022	2023	2024	2025	2026	2027	2028	2029
Market Cap ¹	12,41,500	16,57,021	61,96,471	32,39,857	66,42,215	56,77,108	-	-
Change	-	33.47%	273.95%	-47.71%	105.02%	-14.53%	-	-
Enterprise Value (EV) ¹	11,15,729	14,93,968	59,80,985	30,10,690	63,57,640	53,10,278	51,99,300	50,59,076
Change	-	33.9%	300.34%	-49.66%	111.17%	-16.47%	-2.09%	-2.7%
P/E	18.7x	20x	73.6x	26.1x	49x	30.2x	23.9x	20.5x
PBR	4.24x	4.78x	15.3x	6.78x	11.3x	8.09x	6.66x	5.59x
PEG	-	0.8x	47.66x	0.6x	5.26x	0.8x	0.9x	1.2x
Capitalization / Revenue	4.89x	5.83x	20.1x	8.24x	15.2x	10x	8.37x	7.34x
EV / Revenue	4.4x	5.26x	19.4x	7.65x	14.6x	9.38x	7.66x	6.54x
EV / EBITDA	11.2x	12.4x	45.1x	16.8x	31.8x	19.3x	15.4x	13x
EV / EBIT	12.2x	13.5x	49.2x	18x	34.4x	20.5x	16.1x	13.4x
EV / FCF	27.8x	21.7x	73.7x	56.3x	-2,856x	42.6x	29.6x	23.2x
FCF Yield	3.59%	4.6%	1.36%	1.78%	-0.04%	2.35%	3.38%	4.31%
Dividend per Share ²	269.3	305.3	307	413	505	673.8	844.1	1,068
Rate of return	2.35%	2%	0.54%	1.38%	0.82%	1.29%	1.61%	2.04%
EPS ²	611.7	765.5	777.3	1,143	1,250	1,731	2,187	2,553
Distribution rate	44%	39.9%	39.5%	36.1%	40.4%	38.9%	38.6%	41.8%
Net sales ¹	2,53,781	2,84,135	3,07,554	3,93,300	4,36,889	5,66,195	6,78,540	7,73,271
EBITDA ¹	1,00,064	1,20,784	1,32,521	1,79,000	1,99,810	2,74,892	3,36,993	3,89,119
EBIT ¹	91,513	1,10,413	1,21,490	1,66,800	1,84,989	2,59,658	3,23,876	3,78,606
Net income ¹	66,206	82,891	84,205	1,23,900	1,35,521	1,87,769	2,37,241	2,76,966
Net Debt ¹	-1,25,771	-1,63,053	-2,15,486	-2,29,167	-2,84,575	-3,66,831	-4,77,809	-6,18,032
Reference price ²	11,466.67	15,300.00	57,190.00	29,895.00	61,240.00	52,320.00	52,320.00	52,320.00
Nbr of stocks (in thousands)	1,08,270	1,08,302	1,08,349	1,08,375	1,08,462	1,08,507	-	-
Announcement Date	21/04/22	20/04/23	25/04/24	17/04/25	22/04/26	-	-	-

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 (N)	EV / Sales (N)	EV / EBITDA (N)	Dividend Yield (N)	Capi.($)
ASML HOLDING N.V.	35.89x	12.55x	28.59x	0.63%	64TCr
APPLIED MATERIALS, INC.	31.56x	9.56x	27.73x	0.47%	33TCr
LAM RESEARCH CORPORATION	26.52x	8.77x	21.1x	0.5%	32TCr
KLA CORPORATION	29.51x	11.57x	23.94x	0.6%	21TCr
ADVANTEST CORPORATION	34.56x	13.23x	24.35x	0.34%	16TCr
TOKYO ELECTRON LIMITED	28.43x	6.41x	19.54x	1.71%	14TCr
ASE TECHNOLOGY HOLDING CO., LTD.	36.18x	3.97x	18.01x	1.45%	9.42TCr
NAURA TECHNOLOGY GROUP CO., LTD.	49.56x	7.36x	39.16x	0.18%	5.57TCr
TERADYNE, INC.	34.16x	9.29x	25.57x	0.17%	4.9TCr
Average	34.04x	9.19x	25.33x	0.67%	22.12TCr
Weighted average by Cap.	32.74x	10.34x	25.51x	0.65%