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Added to YB: 2024-10-11

Pitch date: 2024-03-01

6432.T [bullish]

Takeuchi Mfg. Co., Ltd.

+47.31%

current return

Author Info

Company Info

Takeuchi Mfg. Co., Ltd. engages in development, manufacture, and sales of construction machinery in Japan, the United States, the United Kingdom, France, and China.

Market Cap

JPY 353.4B

Pitch Price

JPY 5.0K

Price Target

N/A

Dividend

2.88%

EV/EBITDA

8.19

P/E

12.50

EV/Sales

1.40

Sector

Machinery

Category

growth

Show full summary:
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.

Read full article (4 min)