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Subaru Enterprise Co., Ltd. (JP:9632)
:9632
Japanese Market
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Subaru Enterprise Co., Ltd. (9632) AI Stock Analysis

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JP:9632

Subaru Enterprise Co., Ltd.

(9632)

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Outperform 74 (OpenAI - 5.2)
Rating:74Outperform
Price Target:
¥3,982.00
▲(10.76% Upside)
Action:Reiterated
Date:08/04/26
The score is led by strong financial health, particularly a very low-debt balance sheet and resilient profitability. Offsetting this are uneven free-cash-flow conversion and recent revenue/margin softness. Technically, the stock looks neutral-to-slightly constructive (above the 200-day average but near shorter-term averages), while valuation appears reasonable but not cheap given the P/E and moderate dividend yield.
Positive Factors
Conservative balance sheet
Very low leverage and steadily growing equity give the company durable financial resilience. Over 2–6 months this supports contract retention, opportunistic reinvestment or M&A, and cushions margin pressure or cyclical downturns without forcing distress asset sales.
Negative Factors
Recent revenue decline
A sharp reported revenue decline signals reduced scale or contract compressions that can persist several quarters. Lower top-line weakens pricing power and dilutes fixed-cost absorption, raising the risk of prolonged margin pressure and slower cash conversion in facility services.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Very low leverage and steadily growing equity give the company durable financial resilience. Over 2–6 months this supports contract retention, opportunistic reinvestment or M&A, and cushions margin pressure or cyclical downturns without forcing distress asset sales.
Read all positive factors

Subaru Enterprise Co., Ltd. (9632) vs. iShares MSCI Japan ETF (EWJ)

Subaru Enterprise Co., Ltd. Business Overview & Revenue Model

Company Description
Subaru Enterprise Co., Ltd. primarily provides services for the maintenance and cleaning of roads and their associated facilities across Japan. Its expertise also encompasses the construction, repair, and ongoing upkeep of roadways, as well as the...
How the Company Makes Money
The company makes money primarily by contracting with clients (e.g., building owners, property managers, and facility operators) to provide outsourced facility and building services on a recurring or contract basis. Key revenue streams generally c...

Subaru Enterprise Co., Ltd. Financial Statement Overview

Summary
Strong overall fundamentals supported by a very conservative balance sheet (minimal debt, steadily growing equity). Profitability remains solid with consistent net income, but revenue/margins have softened recently and free cash flow has been volatile, reducing the score versus the balance sheet strength.
Income Statement
78
Positive
Balance Sheet
92
Very Positive
Cash Flow
62
Positive
BreakdownTTMJan 2026Jan 2025Jan 2024Jan 2023Jan 2022
Income Statement
Total Revenue29.75B29.61B30.27B29.25B28.91B28.98B
Gross Profit6.74B6.96B6.82B6.93B6.95B5.94B
EBITDA5.32B5.56B5.53B5.55B5.73B4.91B
Net Income2.27B2.42B3.24B3.28B3.52B3.00B
Balance Sheet
Total Assets44.08B43.83B41.00B38.86B36.37B34.23B
Cash, Cash Equivalents and Short-Term Investments18.48B13.54B12.15B12.36B13.59B12.33B
Total Debt631.85M3.33M6.55M133.28M29.10M44.47M
Total Liabilities6.47B6.78B5.37B5.29B5.13B5.54B
Stockholders Equity37.50B36.94B35.52B33.46B31.14B28.60B
Cash Flow
Free Cash Flow0.002.49B1.18B16.64M2.33B2.78B
Operating Cash Flow0.003.78B3.50B4.16B3.58B3.53B
Investing Cash Flow0.00-1.35B-2.33B-4.44B-1.31B-697.69M
Financing Cash Flow0.00-1.04B-1.34B-1.00B-1.02B-891.72M

Subaru Enterprise Co., Ltd. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price3595.00
Price Trends
50DMA
3589.02
Positive
100DMA
3573.60
Positive
200DMA
3430.18
Positive
Market Momentum
MACD
50.03
Negative
RSI
63.04
Neutral
STOCH
84.09
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9632, the sentiment is Positive. The current price of 3595 is below the 20-day moving average (MA) of 3683.00, above the 50-day MA of 3589.02, and above the 200-day MA of 3430.18, indicating a bullish trend. The MACD of 50.03 indicates Negative momentum. The RSI at 63.04 is Neutral, neither overbought nor oversold. The STOCH value of 84.09 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:9632.

Subaru Enterprise Co., Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
¥50.30B21.522.23%-0.97%-32.97%
72
Outperform
¥16.32B16.521.49%0.41%6.83%
67
Neutral
¥35.04B16.772.59%1.35%23.08%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
61
Neutral
¥19.04B36.251.13%3.75%-30.45%
60
Neutral
¥73.68B7.222.75%2.00%236.91%
56
Neutral
¥6.29B14.992.29%0.75%-51.32%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:9632
Subaru Enterprise Co., Ltd.
3,790.00
372.70
10.91%
JP:9307
Sugimura Warehouse Co., Ltd.
999.00
3.23
0.32%
JP:9313
Maruhachi Warehouse Company Limited
1,055.00
184.52
21.20%
JP:9319
Chuo Warehouse Co., Ltd.
1,847.00
438.08
31.09%
JP:9322
Kawanishi Warehouse Co., Ltd.
2,494.00
1,185.99
90.67%
JP:9324
Yasuda Logistics Corporation
2,537.00
471.91
22.85%
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 04, 2026