Daifuku Co Ltd 6383

Morningstar Rating
¥5,851.00 +19.00 (0.33%)
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Company Report

Daifuku’s AI-Driven Electronics Orders Strengthen Its Long-Term Growth Outlook

Daifuku is the world’s leading player in material handling, the automation that powers the transport, storage, and control of goods in factories, semiconductor clean rooms, warehouses, distribution centers, and airports. Beyond simply supplying equipment, Daifuku acts as a full system integrator, designing and delivering complete material handling solutions. Its portfolio spans automated storage and retrieval systems, pallet racks, conveyors, sorting systems, automated guided vehicles, and software to manage and optimize these processes. Having worked with industry leaders such as Toyota, TSMC, Intel, Dell, and Fanuc, Daifuku is now leveraging its deep expertise to expand further into warehouse and logistics automation, a market set to grow rapidly on the back of rising e-commerce demand.

Price vs Fair Value

6383 is trading at a LOCK|%@? premium.
Price
¥5,832.00
Fair Value
LOCK|sY
Uncertainty
LOCK|>>Zx
1-Star Price
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5-Star Price
LOCK|F^
Economic Moat
LOCK|Sx<
Capital Allocation
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Bulls Say, Bears Say

Bulls

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

Bears

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

Trading Information

Previous Close Price
¥5,832.00
Day Range
¥5,738.00–5,851.00
52-Week Range
¥4,618.00–7,857.00
Bid/Ask
¥5,847.00 / ¥5,851.00
Shares Outstanding
371.84M
Market Cap
¥2.18T
Volume/Avg
3M / 2M

Key Statistics

Price/Earnings (Normalized)
27.79
Price/Sales
3.26
Dividend Yield (Trailing)
1.44%
Dividend Yield (Forward)
1.44%
Dividend Payment Schedule
Mar, Sep
Total Yield
1.93%

Company Profile

Daifuku, founded in 1937 and headquartered in Osaka, Japan, is the world’s largest provider of material handling systems. The company designs, manufactures, and integrates automation solutions that manage the movement, storage, and control of goods across industries. Its operations span clean room systems for semiconductor and electronics manufacturing, factory automation, distribution center and warehouse systems, airport baggage handling, and automotive production lines. In addition to supplying advanced equipment—such as automated storage and retrieval systems, conveyors, sorting systems, and automated guided vehicles—Daifuku offers software, maintenance, and other services to deliver end-to-end automation solutions for global clients.
Sector
Industrials
Industry
Specialty Industrial Machinery
Stock Style Box
Large Core
Total Number of Employees
11,417

Valuation

Metric
6383
Price/Earnings (Normalized)
27.79
Price/Book Value
4.33
Price/Sales
3.26
Price/Cash Flow
36.66
Price/Earnings
6383

Financial Strength

Metric
6383
Quick Ratio
2.18
Current Ratio
2.63
Interest Coverage
308.49
Quick Ratio
6383

Profitability

Metric
6383
Return on Assets (Normalized)
14.70%
Return on Equity (Normalized)
24.36%
Return on Invested Capital (Normalized)
21.17%
Return on Assets
6383

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