Added to YB: 2025-05-23
Pitch date: 2025-05-01
6981.T [bullish]
Murata Manufacturing Co., Ltd.
+77.98%
current return
Author Info
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Company Info
Murata Manufacturing Co., Ltd. designs, manufactures, and sells ceramic-based passive electronic components and solutions in Japan and internationally.
Market Cap
JPY 3.8T
Pitch Price
JPY 1.9K
Price Target
N/A
Dividend
2.91%
EV/EBITDA
6.92
P/E
16.51
EV/Sales
1.88
Sector
Electronic Equipment, Instruments and Components
Category
growth
Inside Murata: The 1,000-Component Secret Powering Every Smartphone and EV
6981.T: Controls 40% of MLCC market with micron-level precision, supplying up to 1,000 components per smartphone and 10,000 per EV. Fully vertically integrated from materials to machines, with 50%+ revenue from capacitors but growing in high-margin modules (36% of sales, >40% GM). China exposure down to 29.9%. R&D at ¥100B/yr (6-7%) fortifies moat.
Read full article (7 min)