TOELF (Tokyo Electron) Tariff Resilience Score: 6/10 (As of Jun. 26, 2026)


TOELF Tokyo Electron Ltd TOELF
85 GF Score
Price $463.19
GF Value $212.01
Valuation Significantly Overvalued
! 8 Warning Signs
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What is Tokyo Electron Tariff Resilience Score?

Tokyo Electron TOELF +4.42% 85 Tariff Resilience Score is 6 as of Jun. 26, 2026. GuruFocus rates TOELF with a GF Score™ of 85/100 and a GF Value™ of $212.01 (Significantly Overvalued). The stock has 8 warning signs investors should review. Among 1,000 Semiconductors companies, Tokyo Electron ranks better than 97.8% on this metric.

Tokyo Electron has the Tariff Resilience Score of 6, which implies that the company might have Average Resilient.

Tokyo Electron has Tokyo Electron Ltd is moderately exposed to tariffs due to its global supply chain for semiconductor equipment. The company has been affected by past tariff changes but has strong pricing power and strategic partnerships to mitigate impacts. Industry-specific exemptions also provide some relief.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Tokyo Electron might have Average Resilient.

Tokyo Electron  (OTCPK:TOELF) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Tokyo Electron Tariff Resilience Score Related Terms

TOELF vs LRCX, AMAT, KLAC: Tariff Resilience Score Comparison

For the Semiconductor Equipment & Materials subindustry, Tokyo Electron's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Tokyo Electron Tariff Resilience Score vs Semiconductors Industry

For the Semiconductors industry and Technology sector, Tokyo Electron's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Tokyo Electron's Tariff Resilience Score falls into.


TOELF
85GF Score
Tokyo Electron Ltd TOELF
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 6 mean?
Tokyo Electron (TOELF) has a Tariff Resilience Score of 6 as of Jun. 26, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Tokyo Electron ranks #22 out of 1000 companies in the Semiconductors industry, placing it in the top 2.2%.
Is Tokyo Electron's Tariff Resilience Score too high?
Tokyo Electron's current Tariff Resilience Score is 6. Based on the distribution chart, Tokyo Electron ranks #22 out of 1000 companies in the Semiconductors industry, which is in the top quartile — a strong position relative to peers. Overall, Tokyo Electron has a GF Score™ of 85/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Tokyo Electron's Tariff Resilience Score compare to LRCX and AMAT?
According to the Semiconductors industry distribution chart, Tokyo Electron ranks #22 out of 1000 companies for Tariff Resilience Score. This places Tokyo Electron in the top 2% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Semiconductors company?
A good Tariff Resilience Score depends on the Semiconductors industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Tokyo Electron's current Tariff Resilience Score is 6. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Tokyo Electron stock overvalued right now?
Based on GuruFocus' analysis, Tokyo Electron (TOELF) is currently considered Significantly Overvalued. The stock's GF Value™ is $212.01, compared to a current price of $463.19 — trading 118.5% above its estimated fair value. The current Tariff Resilience Score is 6. Tokyo Electron's overall GF Score™ is 85/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Tokyo Electron (TOELF), the current Tariff Resilience Score is 6 as of Jun. 26, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Tokyo Electron (TOELF) Overvalued in 2026?

Based on GuruFocus' analysis, Tokyo Electron stock appears to be overvalued. The current stock price of $463.19 is trading 118.5% above its estimated GF Value™ of $212.01. GuruFocus considers Tokyo Electron to be Significantly Overvalued.

Key valuation signals for TOELF:

  • Tariff Resilience Score: 6
  • GF Value™: $212.01 vs. price of $463.19 (118.5% above fair value)
  • GF Score™: 85/100 with 8 warning signs

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

Tokyo Electron Business Description

Address 5-3-1 Akasaka, 38th Floor, Akasaka Biz Tower, Minato-ku, Tokyo, JPN, 107-6325
Tokyo Electron is a major supplier of semiconductor fabrication tools. It operates primarily in the etching, deposition, and cleaning segments, which involve adding and removing materials to and from semiconductor wafers. Customers include leading-edge logic, foundry, and memory chipmakers such as Samsung Electronics, Intel, TSMC, and SK Hynix.
85GF Score

Get the complete analysis for TOELF

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

$463.19
Price
$212.01
GF Value