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Mitsuba Corporation (JP:7280)
:7280
Japanese Market
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Mitsuba Corporation (7280) AI Stock Analysis

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JP:7280

Mitsuba Corporation

(7280)

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Outperform 70 (OpenAI - Gpt-5.6Sol)
Rating:70Outperform
Price Target:
¥1,469.00
▲(50.51% Upside)
Action:Upgraded
Date:08/09/26
The score is driven primarily by improving financial performance (better margins versus the prior weak period), tempered by still-thin profitability, meaningful leverage, and less consistent cash conversion. Valuation is a clear positive due to the very low P/E and a moderate dividend yield, while technicals are neutral-to-mildly supportive rather than strongly bullish.
Positive Factors
Improving Profitability
The substantial recovery in gross and operating profitability indicates better pricing, product mix, or cost control. Sustaining these gains would improve resilience and provide a stronger earnings base through the automotive cycle.
Negative Factors
Thin Cyclical Margins
Despite the recovery, profitability remains modest for a cyclical automotive supplier and the latest annual top line was essentially flat. Limited margin buffer leaves earnings vulnerable to weaker vehicle production, costs, or pricing pressure.
Read all positive and negative factors
Positive Factors
Negative Factors
Improving Profitability
The substantial recovery in gross and operating profitability indicates better pricing, product mix, or cost control. Sustaining these gains would improve resilience and provide a stronger earnings base through the automotive cycle.
Read all positive factors

Mitsuba Corporation (7280) vs. iShares MSCI Japan ETF (EWJ)

Mitsuba Corporation Business Overview & Revenue Model

Company Description
Mitsuba Corporation specializes in the development, manufacturing, and sale of electronic components primarily for the automotive and motorcycle industries. Its extensive range of vehicular electrical solutions for automobiles encompasses critical...
How the Company Makes Money
Mitsuba makes money primarily by designing, manufacturing, and selling automotive components (especially motors and motor-driven modules) to vehicle manufacturers and tier-1 automotive suppliers. Revenue is generated mainly from (1) mass-productio...

Mitsuba Corporation Financial Statement Overview

Summary
Earnings quality is improving, with materially better TTM profitability (net margin ~3.4%, EBIT margin ~6.1%) and stronger gross margin (~16.3%) versus FY2022–FY2023 near-breakeven levels. Offsetting this, net margins remain thin for a cyclical auto-parts supplier, leverage is still meaningful (debt-to-equity ~1.22; total debt ~¥138B), and cash-flow consistency is weaker with lower cash conversion (FCF ~60% of net income) and high FCF volatility.
Income Statement
74
Positive
Balance Sheet
60
Neutral
Cash Flow
58
Neutral
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue354.29B348.60B349.35B344.15B319.50B286.48B
Gross Profit57.40B56.98B54.29B52.48B40.04B38.91B
EBITDA33.07B37.37B35.94B37.06B24.81B23.34B
Net Income11.50B11.82B11.86B13.74B1.19B83.00M
Balance Sheet
Total Assets354.69B348.67B333.53B357.49B328.45B342.75B
Cash, Cash Equivalents and Short-Term Investments111.42B103.52B97.91B102.25B75.79B74.56B
Total Debt138.31B146.36B160.31B170.99B178.86B188.09B
Total Liabilities216.50B215.20B222.65B234.91B241.49B254.55B
Stockholders Equity124.56B119.83B95.70B101.64B66.77B68.02B
Cash Flow
Free Cash Flow17.92B17.20B29.24B31.13B19.75B770.00M
Operating Cash Flow30.85B28.61B38.02B41.51B29.62B12.00B
Investing Cash Flow-14.61B-11.68B-6.88B-5.24B-9.17B-6.84B
Financing Cash Flow-17.31B-17.29B-33.92B-13.79B-20.68B-13.03B

Mitsuba Corporation Technical Analysis

Technical Analysis Sentiment
Positive
Last Price976.00
Price Trends
50DMA
1193.08
Positive
100DMA
1194.43
Positive
200DMA
1167.31
Positive
Market Momentum
MACD
41.70
Negative
RSI
66.26
Neutral
STOCH
77.42
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7280, the sentiment is Positive. The current price of 976 is below the 20-day moving average (MA) of 1246.40, below the 50-day MA of 1193.08, and below the 200-day MA of 1167.31, indicating a bullish trend. The MACD of 41.70 indicates Negative momentum. The RSI at 66.26 is Neutral, neither overbought nor oversold. The STOCH value of 77.42 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:7280.

Mitsuba Corporation Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
88
Outperform
¥451.60B9.598.92%3.61%8.19%229.76%
78
Outperform
¥754.59B33.252.64%2.28%6.85%-54.33%
78
Outperform
¥633.37B9.8910.96%2.75%12.73%81.53%
72
Outperform
¥268.81B9.263.36%6.29%21.23%
71
Outperform
¥156.87B17.322.93%5.91%37.21%
70
Outperform
¥60.20B5.390.99%2.52%-4.94%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:7280
Mitsuba Corporation
1,323.00
405.93
44.26%
JP:7276
Koito Manufacturing Co
2,666.50
579.64
27.78%
JP:6592
Mabuchi Motor Co
1,746.00
514.12
41.73%
JP:7282
Toyoda Gosei Co
5,377.00
1,888.64
54.14%
JP:6995
TOKAI RIKA CO., LTD.
3,135.00
586.46
23.01%
JP:7287
Nippon Seiki Co., Ltd.
2,708.00
1,024.72
60.88%

Mitsuba Corporation Corporate Events

Mitsuba Boosts Sales on Motorcycle Demand as Profits Feel Cost Pressure
Aug 5, 2026
Mitsuba Corporation reported a rise in first-quarter net sales to ¥86.3 billion, driven by robust motorcycle-related demand in India and Indonesia and favorable yen depreciation, which offset weaker automobile business, especially in China an...
Mitsuba Posts Higher Sales but Lower Profits, Raises Dividend Outlook
Aug 5, 2026
Mitsuba Corporation reported consolidated net sales of ¥86.37 billion for the quarter ended June 30, 2026, up 7.1% year-on-year, but saw operating profit fall 6.3% to ¥4.36 billion and profit attributable to owners of parent decline 9.5%...
Mitsuba Completes Restricted Stock Treasury Disposal for Executive Pay
Jul 24, 2026
Mitsuba Corporation has completed the payment procedures for the disposal of its treasury shares used as restricted stock compensation, following an earlier announcement made in late June. The transaction involved 53,576 shares of common stock at ...
Mitsuba and Chubu Electric Power Complete Tender Offer for Ryomo Systems
Jul 9, 2026
Mitsuba Corporation and Chubu Electric Power Company have completed a joint tender offer for common shares of Ryomo Systems Co., Ltd., a company listed on the Tokyo Stock Exchange Standard Market. The offer, launched on May 15 and finalized on Jul...
Mitsuba to Redeem and Cancel Class D Shares to Bolster Capital Efficiency
Jul 8, 2026
Mitsuba Corporation has resolved to acquire 60 of its issued Class D shares for cash at a total price of approximately 3.08 billion yen from Development Bank of Japan Inc. and The Bank of Yokohama, Ltd. The move follows the company’s previou...
Mitsuba to Grant Restricted Treasury Shares to Directors and Officers
Jun 25, 2026
Mitsuba Corporation has approved the disposal of 53,576 shares of its treasury stock as restricted stock compensation for 23 internal directors and executive officers, at a price of 1,099 yen per share, for a total of about 58.9 million yen. The m...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 09, 2026