Professional
Added to YB: 2025-09-08
Pitch date: 2025-06-30
7270.T [neutral]
Subaru Corporation
+44.57%
current return
Author Info
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Company Info
Subaru Corporation manufactures and sells automobiles and aerospace products in Japan, rest of Asia, North America, Europe, Asia, and Internationally.
Market Cap
JPY 2.2T
Pitch Price
JPY 2.4K
Price Target
N/A
Dividend
3.87%
EV/EBITDA
1.01
P/E
7.06
EV/Sales
0.13
Sector
Automobiles
Category
value
Show full summary:
Third Avenue Value Fund Portfolio Holding: Subaru Corporation
7270.T (holding update): Most overcapitalized Japanese auto co in Fund vs BMW/Mercedes who distribute 100% auto FCF. Built cash for BEV transition but slow-played spending like Toyota. Strong profitability continues adding to cash pile. Increased distributions last year before trade war pause on buybacks.
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