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| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.58T | $1.53T | $1.63T | $1.81T | $1.69T | $1.64T | $1.74T | $1.94T |
| Cost of revenue | $974.81B | $952.58B | $1.01T | $1.04T | $1.01T | $1.00T | $1.03T | $1.12T |
| Gross profit | $600.22B | $581.46B | $622.20B | $768.23B | $675.85B | $636.80B | $717.70B | $821.55B |
| Gross margin | 38.1% | 37.9% | 38.2% | 42.4% | 40.1% | 38.8% | 41.2% | 42.3% |
| R&D | $101.59B | $102.49B | $101.73B | $111.30B | $124.24B | $132.50B | $149.27B | $168.45B |
| Operating income | $266.81B | $253.25B | $313.24B | $424.06B | $297.89B | $261.10B | $279.70B | $338.57B |
| EBITDA | $392.16B | $394.81B | $459.88B | $588.60B | $473.47B | $418.49B | $473.70B | $527.53B |
| Net income | $206.93B | $183.01B | $237.06B | $314.12B | $243.95B | $180.84B | $233.82B | $248.03B |
| Net margin | 13.1% | 11.9% | 14.5% | 17.3% | 14.5% | 11.0% | 13.4% | 12.8% |
| EPS (diluted) | 53.91 | 47.68 | 61.75 | 81.83 | 66.89 | 47.86 | 62.56 | 67.11 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2027 | $1.99T | $88.18 | $78.57–$96.98 | 1 |
| 2028 | $2.35T | $142.69 | $127.13–$156.93 | 1 |
Forward consensus · source: Financial Modeling Prep
MURATA MFG INC UNSP/ADR
No one on the platform currently holds MRAAY.
No tracked institution reports a position in MRAAY as of their last filing.
| Execution date | Ratio |
|---|---|
| 2023-10-03 | 1.5-for-1 |
| 2019-04-16 | 3-for-1 |
No one on the platform has traded MRAAY yet.
| $35.1B |
| — |
| HNHAFHon Hai Precision Industry Co., Ltd. | $3.26 | +0.00% | $45.6B | — |
| HXGBFHexagon AB | $8.46 | +0.00% | $21.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Trading at 0.6× earnings vs its 0.2× historical median P/E.
Fair value ≈ $10.68 · price $36.01 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$MRAAY showing relative strength today while $VSH continues to underperform, highlighting a clear divergence in momentum within the same broader sector. Rotating capital from laggards into stronger names is a typical way trend-followers position during uneven tape conditions. The key is whether MRAAY can sustain leadership rather than just short-term outperformance.
View on StockTwits ↗$MRAAY capacitors going super cycle production. Insane earnings power.
View on StockTwits ↗$MRAAY https://open.substack.com/pub/tsukichegos/p/the-triple-hawk-a-regime-the-market?utm_source=share&utm_medium=android&r=79zrt3
View on StockTwits ↗$MRAAY "Unlike social media stock pumpers and investment bank analysts desperate to sustain sky-high valuations for AI IPOs, the president of Taiyo Yuden is timid about raising prices, embodying a traditional Japanese mentality."
View on StockTwits ↗$MRAAY The piece illustrates a classic market mania where investors completely ignore a primary source. The CEO is flat-out telling the market that his company doesn't have monopoly pricing power and is managing for a cyclical downturn, yet the stock continues to trade at a multiple reserved for transformative tech giants.
View on StockTwits ↗$MRAAY Taiyo Yuden's president told a national newspaper that his capacitors are commodities and that he won't chase price. The stock trades at 140 times earnings anyway. Be careful.
View on StockTwits ↗$MRAAY 44, 50 & 53. Just need to Break that 52 week high.
View on StockTwits ↗$MRAAY https://open.substack.com/pub/tsukichegos/p/the-backwards-bet?utm_source=share&utm_medium=android&r=79zrt3 How the market priced the two champions of the capacitor supercycle upside-down — and why the cleanest way to be long Murata may be to be short Taiyo Yuden It started, as these things often do, with a notice in an inbox. A components maker's price letter, forwarded and screenshotted across trading desks and group chats this spring, laid out the damage in tidy bullet points. Circuit boards up 70 percent. Solder up 60. And the line that made everyone sit up straight: capacitors, up 200 to 300 percent. Within days the screenshots had company — a leaked sell-side deck calling for a multi-year shortage in multilayer ceramic capacitors through 2028, server demand compounding at better than 150 percent a year, average selling prices climbing by half. On X, the retail bulls finished the job. Long Murata. Long Samsung. Long the whole ceramic complex.
View on StockTwits ↗$MRAAY When the Bank of Japan raises rates, it is not simply making money more expensive. It is raising the margin requirement on every leveraged position in the economy at once. That single reframing explains why BOJ tightening has detonated markets so reliably across four decades — and why the next move carries the same fuse.
View on StockTwits ↗$MRAAY . Late-cycle, peak-on-peak. The shortage keeps slipping (26→27→28); 26–40-week lead times invite double-ordering and customer inventory build; capacity adds across Murata/Samsung/Taiyo/Yageo can flip shortage to glut as in 2018→19. Buying peak earnings on a peak multiple.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.