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MRAAY · Murata Manufacturing Co., Ltd.Murata Manufacturing Co., Ltd.
📋 Murata is a good company with a moat in high-end MLCCs, but recent price increase has overvalued it based on current PE (73
medium convictionFirst mentioned Jun 1, 2026
Murata is a good company with a moat in high-end MLCCs, but recent price increase has overvalued it based on current PE (73.6x on FY2025). Optimistic scenario with Rubin shipment could justify if margin growth sustains, but Murata's large size and low AI exposure limit its AI growth elasticity.
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$31.32
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entry Jun 1, 2026
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openedJun 1, 2026
Murata is a good company with a moat in high-end MLCCs, but recent price increase has overvalued it based on current PE (73.6x on FY2025). Optimistic scenario with Rubin shipment could justify if margin growth sustains, but Murata's large size and low AI exposure limit its AI growth elasticity.
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