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Daifuku Co Ltd 6383

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Stock XTKS Rating as of
JPY 2,868.50 −41.50 (1.43%)
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As of Delayed Price Closed
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Company Report

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Daifuku Earnings: Expecting a Mild Demand Recovery in 2024 as Headwinds Continue

Jason Kondo

We maintain our fair value estimate for Daifuku of JPY 3,500, as our demand outlook is unchanged, and the adjusted fiscal 2024 operating income guidance of JPY 65.5 billion is in line with our projections before the fiscal year-end change announcement. As expected, the order guidance for the first half of 2024 suggests a mild demand recovery, as the company assumes cleanroom orders to increase 4% year on year and intralogistics orders to increase 2% year on year. We believe Daifuku’s shares are fairly valued.

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Price vs Fair Value

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6383 is trading at a 889% premium.
Price
JPY 2,910.00
Fair Value
JPY 1,626.00
Uncertainty
Medium
1-Star Price
JPY 4,934.00
5-Star Price
JPY 3,173.00
Economic Moat
Dlyqx
Capital Allocation
Sqxltkwccn

Bulls Say, Bears Say

Bulls

Well positioned to capitalize on semiconductor production growth, as a market leader in high-end cleanroom automation equipment.

Bears

A material decline in semiconductor and/or e-commerce investments can significantly affect sales.

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Trading Information

Previous Close Price
JPY 2,910.00
Day Range
JPY 2,868.50–2,907.00
52-Week Range
JPY 2,427.00–3,678.00
Bid/Ask
JPY 2,868.50 / JPY 2,871.50
Market Cap
JPY 1.06 Tril
Volume/Avg
2.7 Mil / 1.8 Mil

Key Statistics

Price/Earnings (Normalized)
25.99
Price/Sales
1.83
Dividend Yield (Trailing)
1.37%
Dividend Yield (Forward)
1.37%
Total Yield
3.22%

Company Profile

Daifuku provides manufacturing, engineering, design, installation, and after-sales services for material handling equipment and logistics systems. Its solutions are categorized into six segments: factory and distribution automation solutions (automated warehousing, automated storage and transport systems, sorting systems, and so on), cleanroom automation solutions for semiconductor/FPD production, automotive factory automation solutions, airport baggage handling solutions, industrial computers/controllers, and car-washing machines. The company was founded in 1937 and is headquartered in Osaka, Japan.
Sector
Industrials
Industry
Specialty Industrial Machinery
Stock Style Box
Large Growth
Total Number of Employees
13,020
Website
http://www.daifuku.co.jp

Competitors

Valuation

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Metric
6383
6954
Price/Earnings (Normalized)
 25.9931.11
Price/Book Value
 3.012.57
Price/Sales
 1.835.53
Price/Cash Flow
 20.5126.97
Price/Earnings
6383
6954

Financial Strength

Metric
6383
6954
Quick Ratio
 1.794.27
Current Ratio
 2.237.00
Interest Coverage
 153.11—
Quick Ratio
6383
6954

Profitability

Metric
6383
6954
Return on Assets (Normalized)
 10.00%10.07%
Return on Equity (Normalized)
 17.50%11.58%
Return on Invested Capital (Normalized)
 15.33%11.20%
Return on Assets
6383
6954
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