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Komatsu Ltd. Stock Price

TSE:6301 Community·JP¥6.4t Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author

6301 Share Price Performance

JP¥6,955.00
2614.00 (60.22%)
JP¥6,422.50
Fair Value
JP¥6,955.00
2614.00 (60.22%)
8.3% overvalued intrinsic discount
JP¥6,422.50
Fair Value
Price JP¥6,955.00
AnalystConsensusTarget JP¥6,422.50
AnalystLowTarget JP¥4,600.00
AnalystHighTarget JP¥8,413.95

6301 Community Narratives

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Fair Value JP¥6.42k 7.8% overvalued intrinsic discount

Share Buyback And Hybrid Powertrains Will Drive Demand And Margin Improvement

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·
Fair Value JP¥4.6k 50.5% overvalued intrinsic discount

Mining Slowdown And Tariff Pressures Will Weigh On Earnings And Margins

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·
Fair Value JP¥8.41k 17.7% undervalued intrinsic discount

Aftermarket Mining And Semiconductor Equipment Will Drive A Stronger Earnings Mix Over Time

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JP¥6.42k
7.8% overvalued intrinsic discount
Revenue
2.95% p.a.
Profit Margin
9.71%
Future PE
15.28x
Price in 2029
JP¥7.89k
JP¥8.41k
17.7% undervalued intrinsic discount
Revenue
5.01% p.a.
Profit Margin
11.07%
Future PE
16.77x
Price in 2029
JP¥10.28k
JP¥4.6k
50.5% overvalued intrinsic discount
Revenue
0.42% p.a.
Profit Margin
8.96%
Future PE
13x
Price in 2029
JP¥5.63k

Trending Discussion

Updated Narratives

6301 logo

6301: Share Buybacks And Dividend Reset Will Shape Measured Future Returns

Fair Value: JP¥6.42k 7.8% overvalued intrinsic discount
13 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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Aftermarket Mining And Semiconductor Equipment Will Drive A Stronger Earnings Mix Over Time

Fair Value: JP¥8.41k 17.7% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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Mining Slowdown And Tariff Pressures Will Weigh On Earnings And Margins

Fair Value: JP¥4.6k 50.5% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet average dividend payer.

2 Risks
2 Rewards

Komatsu Ltd. Key Details

JP¥4.1t

Revenue

JP¥2.9t

Cost of Revenue

JP¥1.3t

Gross Profit

JP¥883.7b

Other Expenses

JP¥376.2b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
417.98
30.48%
9.10%
36.2%
View Full Analysis

About 6301

Founded
1917
Employees
66697
CEO
Takuya Imayoshi
WebsiteView website
www.komatsu.jp

Komatsu Ltd. manufactures and sells construction, mining, and utility equipment in Japan, the Americas, Europe, China, rest of Asia, Oceania, the Middle East, Africa, and CIS countries. It operates in three segments: Construction, Mining and Utility Equipment; Retail Finance; and Industrial Machinery and Others. The company offers construction and mining equipment, including excavators, hydraulic and mini excavators, wheel loaders, bulldozers, motor graders, dump trucks, backhoe loaders, rope and hybrid shovels, electric wheel loaders, continuous miners, and jumbo and blasthole drills. It also provides demolition, waste, and recycling equipment, such as mobile crushers and mini shovels; agricultural and livestock equipment; forestry equipment, including harvesters, forwarders, feller bunchers, log loaders, tree planters, and forklifts; quarry equipment; material handling equipment; and shield and tunnel-boring machines, pipe layers, towing tractors, and engines. In addition, the company offers industrial machinery, including presses, sheet-metal machinery, 3D laser cutting machines, transfer machines, battery manufacturing equipment, wire saws, thermos modules, thermoelectric generation modules/EH sensor devices, and temperature control products; crawler carriers; iron and steel castings; shearers; mobile soil recyclers and tub grinders; railroad maintenance equipment; engines and components, such as diesel engines, diesel generator sets, hydraulic equipment, and batteries; and logistics equipment. Further, the company engages in the provision of retail financing; construction machinery rental; transportation, warehousing, packing, and other services; development, manufacture, sale, and service of excimer laser used for lithography tools in semiconductor manufacturing; and purchase and sale of used equipment. Komatsu Ltd. was founded in 1917 and is headquartered in Tokyo, Japan.

Recent 6301 News & Updates

Narrative Update May 19

6301: Share Buybacks And Dividend Reset Will Shape Measured Future Returns

Analysts have adjusted the 12 month price target for Komatsu slightly higher, from ¥6,340 to ¥6,422.5, reflecting updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. What's in the News A board meeting is scheduled for April 28, 2026 to consider a common stock repurchase under Article 156 and Article 165, paragraph 3 of the Companies Act of Japan, and the cancellation of treasury shares under Article 178 (Key Developments).

Recent updates

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