Added to YB: 2025-07-29
Pitch date: 2025-07-25
6383.T [bullish]
Daifuku Co., Ltd.
+30.47%
current return
Author Info
I founded KonichiValue to merge my half-Japanese heritage with my passion for value investing in the world's most undervalued market. Sign up for the newsletter.
Company Info
Daifuku Co., Ltd. provides consulting, engineering, design, manufacture, installation, and after-sales services for logistics systems and material handling equipment in Japan and internationally.
Market Cap
JPY 1.4T
Pitch Price
JPY 3.9K
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.53
P/E
19.83
EV/Sales
1.70
Sector
Machinery
Category
growth
Daikin Vs. Daifuku - Which Company will I Invest in?
6383.T: World's #1 material handling systems firm w/ duopoly in semiconductor automation. Strong moat via high switching costs & mission-critical systems. Superior growth from e-commerce, manufacturing automation & chip fab boom. Exceptional financials: 20.3% ROE/ROIC vs Daikin's 9.7%/15%. Fair valued at 18.6x P/E. Recession risk exists.
Read full article (6 min)