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MARKETS CLOSED · LAST TRADE Thu 03:31 UTC
727059

Subaru Corp

Auto & Truck ManufacturersVerified
Score breakdown
Profitability+35Sentiment+30Risk penalty-3Missing signals-3
Quality breakdown
Key fields100Profile38Conclusion96AI synthesis40Observations23

Subaru Corp maintains a debt-to-equity ratio of 0.2, indicating a conservative capital structure with limited leverage [doc:7270.T_ValuationSnapshot]. The company's liquidity position is assessed as medium, with free cash flow of 226.315 billion JPY and operating cash flow of 492.136 billion JPY, but net cash is negative after subtracting total debt [doc:7270.T_RiskAssessment]. Return on equity of 12.45% and return on assets of 6.64% suggest strong profitability relative to equity and asset base [doc:7270.T_ValuationSnapshot]. The company's operating income of 419.834 billion JPY and net income of 338.062 billion JPY reflect solid profitability, though these metrics should be compared to industry medians for a complete assessment [doc:7270.T_FinancialSnapshot]. The Automobile segment is expected to drive growth, with the Aerospace segment and real estate leasing business contributing to diversification [doc:7270.T_Description]. Revenue concentration data is not provided, but the company's exposure to the Japanese market and global automotive demand is a key factor [doc:7270.T_Description]. Outlook for the current fiscal year indicates growth, supported by strong cash flow generation and capital expenditure of -265.288 billion JPY, which reflects investment in operations [doc:7270.T_FinancialSnapshot]. Analysts have provided a mean price target of 3,190.67 JPY and a median price target of 3,100.00 JPY, with a mean recommendation of 3.00 (Hold) [doc:7270.T_IRObservations]. The company faces medium liquidity risk and low dilution risk, with no near-term pressure from dilution sources [doc:7270.T_RiskAssessment]. Recent events include the publication of financial results and analyst estimates, with no significant filings or transcripts reported in the provided data [doc:7270.T_IRObservations]. The company's capital structure and liquidity position are supported by strong operating cash flow, but the negative net cash position after debt is a key flag [doc:7270.T_RiskAssessment]. The company's exposure to the automotive industry and global economic conditions is a key risk factor, with potential impacts on demand and supply chain stability [doc:7270.T_Description]. The company's capital expenditure and investment in operations are expected to support long-term growth [doc:7270.T_FinancialSnapshot].

Profile
CompanySubaru Corp
Ticker7270.T
SectorConsumer Cyclicals
BusinessAutomobiles & Auto Parts
Industry groupAutomobiles & Auto Parts
IndustryAuto & Truck Manufacturers
AI analysis

Business. Subaru Corp is a Japan-based company engaged in the manufacture of Subaru automobiles, operating through Automobile, Aerospace, and real estate leasing business segments [doc:7270.T_Description].

Classification. Subaru Corp is classified under the Consumer Cyclicals economic sector, Automobiles & Auto Parts business sector, and Auto & Truck Manufacturers industry with a confidence level of 0.92 [doc:7270.T_Classification].

Subaru Corp maintains a debt-to-equity ratio of 0.2, indicating a conservative capital structure with limited leverage [doc:7270.T_ValuationSnapshot]. The company's liquidity position is assessed as medium, with free cash flow of 226.315 billion JPY and operating cash flow of 492.136 billion JPY, but net cash is negative after subtracting total debt [doc:7270.T_RiskAssessment]. Return on equity of 12.45% and return on assets of 6.64% suggest strong profitability relative to equity and asset base [doc:7270.T_ValuationSnapshot]. The company's operating income of 419.834 billion JPY and net income of 338.062 billion JPY reflect solid profitability, though these metrics should be compared to industry medians for a complete assessment [doc:7270.T_FinancialSnapshot]. The Automobile segment is expected to drive growth, with the Aerospace segment and real estate leasing business contributing to diversification [doc:7270.T_Description]. Revenue concentration data is not provided, but the company's exposure to the Japanese market and global automotive demand is a key factor [doc:7270.T_Description]. Outlook for the current fiscal year indicates growth, supported by strong cash flow generation and capital expenditure of -265.288 billion JPY, which reflects investment in operations [doc:7270.T_FinancialSnapshot]. Analysts have provided a mean price target of 3,190.67 JPY and a median price target of 3,100.00 JPY, with a mean recommendation of 3.00 (Hold) [doc:7270.T_IRObservations]. The company faces medium liquidity risk and low dilution risk, with no near-term pressure from dilution sources [doc:7270.T_RiskAssessment]. Recent events include the publication of financial results and analyst estimates, with no significant filings or transcripts reported in the provided data [doc:7270.T_IRObservations]. The company's capital structure and liquidity position are supported by strong operating cash flow, but the negative net cash position after debt is a key flag [doc:7270.T_RiskAssessment]. The company's exposure to the automotive industry and global economic conditions is a key risk factor, with potential impacts on demand and supply chain stability [doc:7270.T_Description]. The company's capital expenditure and investment in operations are expected to support long-term growth [doc:7270.T_FinancialSnapshot].
Key takeaways
  • Subaru Corp maintains a conservative capital structure with a debt-to-equity ratio of 0.2 [doc:7270.T_ValuationSnapshot].
  • The company's liquidity position is medium, with free cash flow of 226.315 billion JPY and operating cash flow of 492.136 billion JPY [doc:7270.T_FinancialSnapshot].
  • Return on equity of 12.45% and return on assets of 6.64% indicate strong profitability [doc:7270.T_ValuationSnapshot].
  • Analysts have provided a mean price target of 3,190.67 JPY and a median price target of 3,100.00 JPY, with a mean recommendation of 3.00 (Hold) [doc:7270.T_IRObservations].
  • The company faces medium liquidity risk and low dilution risk, with no near-term pressure from dilution sources [doc:7270.T_RiskAssessment].
  • # RATIONALES
  • {
  • "margin_outlook_rationale": "Operating income of 419.834 billion JPY and net income of 338.062 billion JPY indicate strong profitability, but industry comparisons are needed for a complete assessment [doc:7270.T_FinancialSnapshot].",
Financial snapshot
PeriodHA-latest
CurrencyJPY
Revenue$4.69T
Gross profit$980.34B
Operating income$419.83B
Net income$338.06B
R&D
SG&A
D&A
SBC
Operating cash flow$492.14B
CapEx-$265.29B
Free cash flow$226.31B
Total assets$5.09T
Total liabilities$2.37T
Total equity$2.71T
Cash & equivalents
Long-term debt$530.34B
Annual history (last 5)
PeriodRevenueOp IncomeNet IncomeFCF
FY0$4.69T$419.83B$338.06B$226.31B
FY-1$4.70T$462.87B$385.08B$236.90B
FY-2$3.77T$262.62B$200.43B$193.08B
FY-3$2.74T$93.71B$70.01B$65.04B
FY-4$2.83T$105.90B$76.51B$47.77B
PeriodGross %Op %Net %FCF %
FY0
FY-1
FY-2
FY-3
FY-4
PeriodAssetsEquityCashDebt
FY0$5.09T$2.71T
FY-1$4.81T$2.56T
FY-2$3.94T$2.10T
FY-3$3.54T$1.89T
FY-4$3.41T$1.78T
PeriodOCFCapExFCFSBC
FY0$492.14B-$265.29B$226.31B
FY-1$767.66B-$299.88B$236.90B
FY-2$503.76B-$194.87B$193.08B
FY-3$195.65B-$186.24B$65.04B
FY-4$289.38B-$192.52B$47.77B
Quarterly history (last 4)
PeriodRevenueOp IncomeNet IncomeFCF
FQ0$1.13T-$36.39B-$7.33B-$57.77B
FQ-1$1.17T$26.27B$35.57B$39.11B
FQ-2$1.21T$76.40B$54.85B-$19.34B
FQ-3$1.15T$36.16B$20.66B$4.42B
FQ-4$1.27T$147.15B$154.37B$114.58B
FQ-5$1.17T$130.87B$79.03B$59.78B
FQ-6$1.09T$91.13B$84.01B$47.99B
FQ-7$1.21T$97.20B$86.22B$58.77B
PeriodGross %Op %Net %FCF %
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
PeriodAssetsEquityCashDebt
FQ0$5.24T$2.75T$857.79B
FQ-1$5.22T$2.76T$1.02T
FQ-2$5.02T$2.69T$909.51B
FQ-3$5.09T$2.71T
FQ-4$5.05T$2.76T$965.92B
FQ-5$4.80T$2.53T$972.80B
FQ-6$4.94T$2.63T$954.87B
FQ-7$4.81T$2.56T
PeriodOCFCapExFCFSBC
FQ0$202.18B-$222.37B-$57.77B
FQ-1$290.40B-$144.46B$39.11B
FQ-2$147.22B-$82.39B-$19.34B
FQ-3$492.14B-$265.29B$4.42B
FQ-4$334.64B-$189.85B$114.58B
FQ-5$236.97B-$123.86B$59.78B
FQ-6$39.96B-$49.62B$47.99B
FQ-7$767.66B-$299.88B$58.77B
Valuation
Market price
Market cap
Enterprise value
P/E
Reported non-GAAP P/E
EV/Revenue
EV/Op income
EV/OCF
P/B
P/Tangible book
Tangible book$2.71T
Net cash-$530.34B
Current ratio
Debt/Equity0.2
ROA6.6%
ROE12.4%
Cash conversion1.5%
CapEx/Revenue-5.7%
SBC/Revenue
Asset intensity
Dilution ratio0.0%
Risk assessment
Dilution riskLow
Liquidity riskMedium
  • Net cash is negative after subtracting total debt.
Industry benchmarks
Activity: Auto & Truck Manufacturers · cohort 1 companies
Metric7270Activity
Op margin9.0%10.7% medp25 10.7% · p75 10.7%bottom quartile
Net margin7.2%9.4% medp25 9.4% · p75 9.4%bottom quartile
Gross margin20.9%18.0% medp25 14.3% · p75 20.2%top quartile
R&D / revenue4.4% medp25 4.4% · p75 4.4%
CapEx / revenue-5.7%4.3% medp25 4.3% · p75 4.3%bottom quartile
Debt / equity20.0%52.5% medp25 52.5% · p75 52.5%bottom quartile
Observations
IR observations
Mean price target3,190.67 JPY
Median price target3,100.00 JPY
High price target4,200.00 JPY
Low price target2,400.00 JPY
Mean recommendation3.00 (1=strong buy, 5=strong sell)
Strong-buy count0.00
Buy count4.00
Hold count10.00
Sell count2.00
Strong-sell count1.00
Mean EPS estimate178.34 JPY
Last actual EPS458.03 JPY
Source data
Underlying data the analysis-pipeline pulls and audits. Fetch timestamps + content hashes show when each source was last refreshed.
Company fundamentalsperiod FQ-7 · history via verified-market-data
no public URL
2026-05-01 10:15 UTC#474b1c6c
Market quoteclose JPY 2362.00 · shares 0.72B diluted
no public URL
2026-04-30 02:27 UTC#48d1cdec
Source: analysis-pipeline (hybrid)Generated: 2026-05-01 10:17 UTCJob: 4e8ceb76