Added to YB: 2026-04-01
Pitch date: 2026-03-30
5101.T [bullish]
The Yokohama Rubber Company, Limited
+1.06%
current return
Author Info
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Company Info
The Yokohama Rubber Company, Limited engages in the tire business in Japan, the United States, India, China, the Philippines, Europe and internationally.
Market Cap
JPY 977.1B
Pitch Price
JPY 5.8K
Price Target
7.5K (+28%)
Dividend
2.78%
EV/EBITDA
6.25
P/E
9.30
EV/Sales
1.15
Sector
Automobile Components
Category
value
The Most Undervalued Stocks in Japan 2026 - The Yokohama Rubber Co., Ltd. (5101.T)
5101.T: Transformed from commodity consumer tires to high-margin B2B Off-Highway specialist via Trelleborg (€2.07B) & Goodyear OTR ($905M) acquisitions. Commercial:consumer ratio now 1:1 vs 1:4 prior. FY25 rev ¥1.235T, business profit ¥166.6B (13.5% margin), beat 2026 targets early. Off-Highway grows 6%/yr vs 2% consumer. Forward P/E 7.43, PT ¥7,454 (+23% upside). Piotroski 8. Mining/ag clients prioritize reliability over price = pricing power & moat.
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