Added to YB: 2024-09-27
Pitch date: 2024-09-26
6432.T [bullish]
Takeuchi Mfg. Co., Ltd.
+48.35%
current return
Author Info
Eloy Fernandez is a civil engineer who shares deep research on stocks. Sign up for the newsletter.
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 4.3K
Price Target
7.3K (+16%)
Dividend
3.27%
EV/EBITDA
N/A
P/E
11.33
EV/Sales
1.12
Sector
Machinery
Category
growth
Takeuchi Mfg. Co., Ltd. - $6432.T
ACT.DE: Mini excavator & track loader specialist. 14% CAGR 2018-23. Strong aftermarket network. Quality execution, family-owned. Excellent capital allocation. Debt-free. Undervalued at 4x EV/EBITDA vs 19x industry. Risks: material costs, US economy, housing market. 8% rev growth, 12% EBIT margin. PT ¥7329 (+68%).
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