Ye Digital (TSE:2354) Moat Score: 0/10 (As of Jul. 21, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

TSE:2354 Ye Digital Corp TSE:2354
71 GF Score
Price 円1,059.00
GF Value 円732.75
Valuation Significantly Overvalued
! 4 Warning Signs
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What is Ye Digital Moat Score?

Ye Digital has the Moat Score of 0, which implies that the company might have No Moat - No discernible moat.

Ye Digital has

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Ye Digital might have No Moat - No discernible moat.

Ye Digital  (TSE:2354) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Ye Digital Moat Score Related Terms

TSE:2354
71GF Score
Ye Digital Corp TSE:2354
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Is Ye Digital (TSE:2354) Overvalued in 2026?

Based on GuruFocus' analysis, Ye Digital stock appears to be overvalued. The current stock price of 円1,059.00 is trading 44.5% above its estimated GF Value™ of 円732.75. GuruFocus considers Ye Digital to be Significantly Overvalued.

Key valuation signals for TSE:2354:

  • Moat Score: 0
  • GF Value™: 円732.75 vs. price of 円1,059.00 (44.5% above fair value)
  • GF Score™: 71/100 with 4 warning signs

No single metric tells the full story. See the TSE:2354 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Ye Digital Business Description

Address 5-15 Higashi-Oji-machi, Yahata-Nishi-ku, Kitakyushu, Fukuoka, JPN, 806-0037
Ye Digital Corp is engaged in the solutions development for manufacturing industries like factory automation, and control applications for manufacturing machines. The service provided by the company include quick data visualization and analysis, consulting, and connectivity.
71GF Score

Get the complete analysis for TSE:2354

Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

円1,059.00
Price
円732.75
GF Value