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Tsubakimoto Kogyo Co., Ltd. (JP:8052)
:8052
Japanese Market
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Tsubakimoto Kogyo Co., Ltd. (8052) AI Stock Analysis

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JP:8052

Tsubakimoto Kogyo Co., Ltd.

(8052)

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Neutral 69 (OpenAI - 5.2)
Rating:69Neutral
Price Target:
¥3,057.00
▲(14.88% Upside)
Action:Downgraded
Date:08/17/26
The score is primarily supported by strong financial positioning (near-zero leverage and stable returns) and solid growth, tempered by the recent turn to negative operating/free cash flow. Valuation is supportive with a low P/E and ~3% dividend yield, while technical signals are mostly neutral with slightly negative momentum (negative MACD).
Positive Factors
Conservative balance sheet
Minimal leverage limits interest and refinancing risk, while stable double-digit ROE indicates the company generates healthy returns without relying on debt. This supports resilience and preserves flexibility for investment or shareholder distributions.
Negative Factors
Recent negative cash conversion
The recent reversal in operating and free cash flow raises concern that revenue growth is consuming working capital or requiring heavier project investment. Persistent volatility could constrain internally funded growth despite the debt-free balance sheet.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Minimal leverage limits interest and refinancing risk, while stable double-digit ROE indicates the company generates healthy returns without relying on debt. This supports resilience and preserves flexibility for investment or shareholder distributions.
Read all positive factors

Tsubakimoto Kogyo Co., Ltd. (8052) vs. iShares MSCI Japan ETF (EWJ)

Tsubakimoto Kogyo Co., Ltd. Business Overview & Revenue Model

Company Description
Established in Osaka, Japan, in 1916, Tsubakimoto Kogyo Co., Ltd. is a prominent distributor of industrial machinery, equipment, and components across the Japanese market. The company, initially known as Tsubakimoto Shoten Co., Ltd., adopted its p...
How the Company Makes Money
Tsubakimoto Kogyo generates revenue primarily by acting as an intermediary between equipment/component manufacturers and end users, earning gross profit on product sales (the spread between procurement cost and selling price) and charging fees/mar...

Tsubakimoto Kogyo Co., Ltd. Financial Statement Overview

Summary
Strong revenue momentum (notably a sharp 55.7% increase in 2026) and stable distributor-level profitability (gross margin ~15%, net margin ~3–4%, EBIT margin ~5%) are major positives. The balance sheet is exceptionally conservative with essentially no leverage and solid ~10–11% ROE. The main drag is cash-flow volatility: operating cash flow and free cash flow turned negative in 2026, raising concerns about cash conversion/working-capital pressure despite low financial risk.
Income Statement
74
Positive
Balance Sheet
92
Very Positive
Cash Flow
52
Neutral
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue129.95B131.03B124.32B113.50B107.96B96.89B
Gross Profit19.81B19.85B18.80B17.50B16.35B14.95B
EBITDA6.97B7.80B7.21B6.01B5.61B4.93B
Net Income4.90B5.02B4.69B4.00B3.67B3.18B
Balance Sheet
Total Assets101.90B100.06B100.67B94.76B84.47B76.77B
Cash, Cash Equivalents and Short-Term Investments27.29B24.10B28.95B26.86B22.93B17.60B
Total Debt223.00M65.00M80.00M32.00M20.00M40.00M
Total Liabilities50.42B49.86B56.65B54.38B50.43B46.01B
Stockholders Equity51.21B49.92B43.74B40.13B33.81B30.58B
Cash Flow
Free Cash Flow0.00-3.90B3.18B4.51B6.35B6.46B
Operating Cash Flow0.00-3.55B3.59B5.01B6.72B6.57B
Investing Cash Flow0.00250.00M461.00M-69.00M-461.00M-152.00M
Financing Cash Flow0.00-1.63B-2.05B-1.08B-971.00M-808.00M

Tsubakimoto Kogyo Co., Ltd. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price2661.00
Price Trends
50DMA
2777.14
Positive
100DMA
2749.09
Positive
200DMA
2757.10
Positive
Market Momentum
MACD
14.18
Negative
RSI
62.28
Neutral
STOCH
88.31
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:8052, the sentiment is Positive. The current price of 2661 is below the 20-day moving average (MA) of 2778.30, below the 50-day MA of 2777.14, and below the 200-day MA of 2757.10, indicating a bullish trend. The MACD of 14.18 indicates Negative momentum. The RSI at 62.28 is Neutral, neither overbought nor oversold. The STOCH value of 88.31 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:8052.

Tsubakimoto Kogyo Co., Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
81
Outperform
¥341.34B22.741.68%10.92%30.66%
76
Outperform
¥30.55B13.262.98%5.68%39.50%
75
Outperform
¥65.20B11.953.87%7.05%7.82%
69
Neutral
¥55.50B11.063.00%-0.27%-7.26%
69
Neutral
¥160.90B9.752.46%9.75%-5.73%
62
Neutral
¥170.53B8.651.81%48.87%116.60%
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:8052
Tsubakimoto Kogyo Co., Ltd.
2,932.00
110.04
3.90%
JP:3176
Sanyo Trading Co., Ltd.
1,131.00
362.21
47.11%
JP:6454
Max Co., Ltd.
1,845.00
462.63
33.47%
JP:7456
Matsuda Sangyo Co., Ltd.
7,150.00
3,379.79
89.64%
JP:7628
Ohashi Technica Inc.
1,209.00
109.69
9.98%
JP:9830
Trusco Nakayama Corporation
2,418.00
75.02
3.20%

Tsubakimoto Kogyo Co., Ltd. Corporate Events

Tsubakimoto Kogyo Extends Executive Share Remuneration With Treasury Share Disposal
Jul 31, 2026
Tsubakimoto Kogyo Co., Ltd., a Japan-based industrial distributor listed on the Tokyo Stock Exchange Prime Market, specializes in power transmission products and industrial machinery components for manufacturing and industrial clients. It plays a ...
Tsubakimoto Kogyo Expands Director Share Remuneration Trust
Jul 31, 2026
Tsubakimoto Kogyo has decided to continue its share-based remuneration plan for internal directors and delegated executive officers, a scheme originally introduced in 2020, and to extend the associated trust until the end of August 2029. The plan ...
Tsubakimoto Kogyo Holds Profit Outlook and Dividend Plan Despite Softer Q1
Jul 31, 2026
Tsubakimoto Kogyo reported consolidated net sales of ¥29.4 billion for the three months ended June 30, 2026, down 3.5% year on year, with operating profit falling 12.7% to ¥1.33 billion and profit attributable to owners of parent declini...
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 17, 2026