Company Profile

SCREEN Holdings

7735 · TSE
Industry
AI Semiconductor Equipment
Exchange
TSE
Current Price
¥13,100
Jun 4, 2026 close
Fair Buy
≤ ¥7,500
Margin-of-safety entry
Baillie Growth Score
39/100
Weak
Intrinsic Value · Three-Tier Range Current price ¥13,100 · Within the optimistic intrinsic-value range · much expectation priced in

Composite valuation range · conservative ¥5,500–¥7,000 / fair ¥7,500–¥10,000 / optimistic ¥11,500–¥14,000. At ¥13,100, Within the optimistic intrinsic-value range · much expectation priced in.

Research on this stock
SCREEN Holdings
7735 · TSE
Watch
SCREEN Holdings Deep Value Investment Analysis

SCREEN Holdings is a global leader in semiconductor cleaning equipment, with a real moat, a net cash balance sheet, and excellent ROIC. The core thesis is that at around ¥13,100, the current price already discounts AI-driven momentum and a FY2027 recovery, with a trailing P/E of about 27x and P/FCF of about 39.6x, leaving insufficient margin of safety. Rating Watch: a high-quality business, but the current price is not attractive enough for conservative value investors.

AI Semiconductor Equipment Baillie 39 Jun 4, 2026
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