Perfil de la empresa

Komatsu Ltd.

6301 · TSE
Industria
Construction Machinery
Bolsa
TSE
Precio actual
¥7,114
Cierre del 13 de septiembre de 2026
Compra razonable
≤ ¥4,450
Entrada con margen de seguridad
Puntuación de crecimiento Baillie
42/100
Floja
Valor intrínseco · Rango en tres niveles Precio actual ¥7,114 · Dentro del rango de valor intrínseco razonable

Rango de valoración compuesto · conservador ¥4,000–¥4,450 / razonable ¥5,950–¥8,050 / optimista ¥9,350–¥10,500. A ¥7,114, Dentro del rango de valor intrínseco razonable.

Sobre la empresa

Descripción de la empresa próximamente.

Información general

Historia

PróximamenteEsta sección se está completando; vuelve pronto.

Posición en el sector

PróximamenteEsta sección se está completando; vuelve pronto.

Análisis sobre este valor
42/100 Hold Komatsu Ltd.: A 51.8% Aftermarket Mix Meets ¥88.3bn of Tariffs, and ¥7,114 Already Prices the Mining Upcycle Komatsu is a century-old construction and mining equipment maker whose earnings are anchored by an installed base: parts and service reached ¥1.965 trillion in the year ended March 2026, or 51.8% of construction, mining and utility external sales, and the 1,000th FrontRunner autonomous haul truck was commissioned in April 2026. That annuity did not stop the operating margin falling from 16.0% to 13.7% or net income dropping 14.4% to ¥376.4 billion, and management still guides the year ending March 2027 to operating income of ¥555 billion, down 2.2%, while tariff expense rises to roughly ¥88.3 billion. Rating Hold: at ¥7,114 the shares sit 36.1% above a year ago and inside the ¥5,950–¥8,050 acceptable-hold band, so the aftermarket quality is already paid for and a new purchase only becomes compelling around ¥4,000–¥4,450. Komatsu Ltd.6301 · TSEConstruction Machinery13 de septiembre de 2026