Professional
Added to YB: 2025-02-25
Pitch date: 2025-02-19
FUJHY [bullish]
Subaru Corporation
+23.67%
current return
Author Info
Voss Capital is a hedge fund looking for value-oriented special situations. Sign up for the newsletter.
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 9.00
Price Target
14.50 (+30%)
Dividend
3.87%
EV/EBITDA
1.01
P/E
7.06
EV/Sales
0.13
Sector
Automobiles
Category
value
Voss Capital Portfolio Holding: Subaru Corporation
FUJHY: Profitable Japanese auto OEM, 21% owned by Toyota. FCF+ since 2009. Trades at 1x EBITDA vs TSLA's 100x. Slow EV development now advantageous. Toyota JV for hybrids/EVs. Potential acquisition target. 40%+ earnings return policy. $10B net cash. 60% upside at 6x CY2026E earnings + cash.
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