Perfil de la empresa

Kubota Corporation

6326 · TSE
Industria
Construction Machinery
Bolsa
TSE
Precio al publicar
¥2,751.5
Cierre del 28 de septiembre de 2026
Compra razonable
≤ ¥1,650
Entrada con margen de seguridad
Valor intrínseco · Rango en tres niveles Precio al publicar ¥2,751.5 · Dentro del rango de valor intrínseco razonable

Rango de valoración compuesto · conservador ¥1,550–¥1,650 / razonable ¥2,450–¥3,100 / optimista ¥3,750–¥4,100. Al precio de publicación de ¥2,751.5 (28 de septiembre de 2026), 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
Mantener Kubota Corporation: A ¥70bn Tariff Refund Lifts the FY2026 Margin to 12.2% from 10.1%, and ¥2,751.5 Sits 28–38% Above the ¥2,000–2,150 Conservative Value Kubota is an Osaka-based machinery group built around compact farm equipment, engines and construction machinery: Farm & Industrial Machinery produced 88.6% of H1 2026 revenue, North America supplied 42.1%, and a captive-finance book carried ¥2.23 trillion of finance receivables at June 2026. FY2026 guidance of ¥400 billion operating profit and a 12.2% margin includes about ¥70 billion of non-recurring US tariff refunds, so the company's own ex-refund margin is 10.1%, while operating cash flow over FY2021 to FY2025 was only 0.69 times cumulative parent net income and cumulative reported free cash flow was around negative ¥314 billion. Rating Hold: at ¥2,751.5 the shares trade at 10.8 times guided EPS but closer to 13 times refund-normalized earnings and 28–38% above the ¥2,000–2,150 conservative value, so the margin of safety is none and the ideal buy price is ¥1,550 to ¥1,650. Kubota Corporation6326 · TSEConstruction Machinery28 de septiembre de 2026