Added to YB: 2024-10-11
Pitch date: 2024-03-01
6432.T [bullish]
Takeuchi Mfg. Co., Ltd.
+27.74%
current return
Author Info
Company Info
Takeuchi Mfg. Co., Ltd. manufactures and sells construction machinery in Japan and internationally. The company offers mini and hydraulic excavators, crawler loader, crawler carrier, deep foundation excavator, and other construction machinery.
Market Cap
JPY 296.0B
Pitch Price
JPY 5.0K
Price Target
N/A
Dividend
3.27%
EV/EBITDA
N/A
P/E
11.33
EV/Sales
1.12
Sector
Machinery
Category
growth
Takeuchi $6432 against Kubota - David is winning all the way to Goliath
6432.T: Compact excavator/loader maker, 5.5x revenue growth since 2011, 14.57% op margin. 99% exports, 54% NA. Strong financials: -45B net debt, 23% ROC. Trades at 6.5x EV/EBIT, 40-53% discount vs Kubota. Pros: valuation, growth, family-owned. Cons: narrow product line, residential focus.
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