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Daifuku Co Ltd 6383

Morningstar Rating
JPY 3,171.00 +22.00 (0.70%)
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Company Report

Daifuku's Cleanroom and Intralogistics Businesses Facing Headwinds but Expect Recovery in 2024

Daifuku is the global market leader in material handling, which involves the automation behind transport, storage, and control of products/materials in factories, cleanrooms for semiconductor production, distribution centers/warehouses, and airports. The company not only adds value to customers as an equipment supplier but also serves as a system integrator providing material handling solutions based on its products, which include automated storage and retrieval systems, pallet racks, conveyors, sorting systems, automated guided vehicles, and software systems that manage the material handling process. Having supplied to market leaders across various industries, including Toyota, TSMC, Intel, Dell, and Fanuc, the company is leveraging its established know-how in material handling into the warehouse/logistics automation market, which is expected to grow backed by rising e-commerce demand.

Price vs Fair Value

6383 is trading at a 10% discount.
Price
JPY 3,133.00
Fair Value
JPY 1,492.00
Uncertainty
Medium
1-Star Price
JPY 5,687.00
5-Star Price
JPY 611.60
Economic Moat
Qhwwt
Capital Allocation
Jlbyjjyh

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.

Is it the right time to buy, sell, or hold?
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Trading Information

Previous Close Price
JPY 3,149.00
Day Range
JPY 3,128.00–3,189.00
52-Week Range
JPY 2,411.00–3,678.00
Bid/Ask
JPY 3,170.00 / JPY 3,176.00
Market Cap
JPY 1.18 Tril
Volume/Avg
1.3 Mil / 1.8 Mil

Key Statistics

Price/Earnings (Normalized)
28.32
Price/Sales
2.00
Dividend Yield (Trailing)
1.17%
Dividend Yield (Forward)
1.17%
Total Yield
2.87%

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

Competitors

Valuation

Metric
6383
6954
Price/Earnings (Normalized)
28.3230.43
Price/Book Value
3.442.51
Price/Sales
2.005.41
Price/Cash Flow
25.4426.39
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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