Komatsu (6301) Stock Overview
Engages in the manufacturing and sale of construction, mining, utility, forestry, and industrial machinery worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 1/6 |
| Past Performance | 2/6 |
| Financial Health | 6/6 |
| Dividends | 4/6 |
6301 Community Fair Values
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Analyst Price Targets
Komatsu Ltd. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | JP¥7,211.00 |
| 52 Week High | JP¥7,840.00 |
| 52 Week Low | JP¥4,914.00 |
| Beta | 0.97 |
| 1 Month Change | 15.36% |
| 3 Month Change | 13.63% |
| 1 Year Change | 44.13% |
| 3 Year Change | 84.99% |
| 5 Year Change | 175.65% |
| Change since IPO | 812.78% |
Recent News & Updates
Narrative Update • Aug 14
6301: Raised Earnings Outlook And Buybacks Will Support Future Upside Potential
Analysts now see Komatsu’s fair value at approximately ¥9,340, compared with the prior estimate of around ¥8,414. This reflects updated views on its revenue growth, profit margins and future P/E assumptions.Analysis Article • Aug 01
Earnings Beat: Komatsu Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Komatsu Ltd. ( TSE:6301 ) just released its quarterly report and things are looking bullish. Komatsu beat earnings...
Narrative Update • Jul 31
6301: Guidance Upgrade And Completed Buyback Will Frame Future Returns
Analysts have raised their price targets for Komatsu to ¥6,514 from ¥6,381, citing updated assumptions that include a slightly lower discount rate, modestly adjusted revenue growth and profit margin expectations, and a revised future P/E estimate. What’s in the News for Komatsu Komatsu revised consolidated earnings guidance for the fiscal year ending March 31, 2027, with updated expectations for net sales, operating income, and net income attributable to the company.Recent updates
Narrative Update • Aug 14
6301: Raised Earnings Outlook And Buybacks Will Support Future Upside Potential
Analysts now see Komatsu’s fair value at approximately ¥9,340, compared with the prior estimate of around ¥8,414. This reflects updated views on its revenue growth, profit margins and future P/E assumptions.Analysis Article • Aug 01
Earnings Beat: Komatsu Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Komatsu Ltd. ( TSE:6301 ) just released its quarterly report and things are looking bullish. Komatsu beat earnings...Narrative Update • Jul 31
6301: Guidance Upgrade And Completed Buyback Will Frame Future Returns
Analysts have raised their price targets for Komatsu to ¥6,514 from ¥6,381, citing updated assumptions that include a slightly lower discount rate, modestly adjusted revenue growth and profit margin expectations, and a revised future P/E estimate. What’s in the News for Komatsu Komatsu revised consolidated earnings guidance for the fiscal year ending March 31, 2027, with updated expectations for net sales, operating income, and net income attributable to the company.
Narrative Update • Jul 09
6301: Export Controls Risk Will Likely Pressure Shares Despite Earnings Guidance
Analysts have lifted their price target on Komatsu to ¥5,000 from ¥4,600, citing updated assumptions around revenue growth, a slightly lower discount rate, a modestly adjusted profit margin outlook, and a higher future P/E multiple. What’s in the News for Komatsu China reportedly expanded its export control blacklist to include units of Komatsu, alongside other major Japanese companies, in the context of ongoing trade tensions with Japan, according to recent coverage of Canada’s trade mission to Japan.Narrative Update • Jun 25
6301: Buybacks Dividend Reset And Earnings Guidance Will Shape Future Returns
Analysts have nudged their fair value estimate for Komatsu slightly higher to ¥6,380.83 from ¥6,372.50, linking the change to updated assumptions around a modestly lower discount rate, small adjustments to long term revenue growth and profit margin, and a slightly higher future P/E multiple. What's in the News Komatsu declared a year end dividend for the fiscal year ended March 31, 2026 of ¥95.00 per share, compared with ¥107.00 per share for the prior year, according to company disclosures.Narrative Update • Jun 06
6301: Ongoing Buybacks And Dividend Reset Will Shape Future Shareholder Returns
Komatsu's analyst price target has shifted slightly from ¥6,422.50 to ¥6,372.50 as analysts adjust their models for modest changes in forecast revenue growth, profit margins and future P/E assumptions. What's in the News Komatsu has repurchased 6,541,800 shares between May 1 and May 31, 2026, bringing total buybacks under its current mandate to 7,611,800 shares at a cost of about ¥48.9b, as part of an authorization of up to 25,000,000 shares or ¥100b through September 30, 2026 (The Globe and Mail).Narrative Update • May 19
6301: Share Buybacks And Dividend Reset Will Shape Measured Future Returns
Analysts have adjusted the 12 month price target for Komatsu slightly higher, from ¥6,340 to ¥6,422.5, reflecting updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. What's in the News A board meeting is scheduled for April 28, 2026 to consider a common stock repurchase under Article 156 and Article 165, paragraph 3 of the Companies Act of Japan, and the cancellation of treasury shares under Article 178 (Key Developments).Analysis Article • Apr 30
Earnings Update: Komatsu Ltd. (TSE:6301) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts
A week ago, Komatsu Ltd. ( TSE:6301 ) came out with a strong set of full-year numbers that could potentially lead to a...Narrative Update • Apr 25
6301: Ammonia Fuel Partnership And Leadership Changes Will Shape Steady Future Returns
Analysts have nudged their price target for Komatsu slightly lower to about ¥6,340 from roughly ¥6,365. This reflects a small tweak to discount rate, revenue growth, profit margin and future P/E assumptions rather than a major shift in the outlook.Narrative Update • Apr 10
6301: Ammonia Fuel Partnership And Stable Metrics Will Shape Future Returns
Analysts have raised their price target on Komatsu from ¥6,290 to ¥6,365 as they factor in updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and future P/E. What's in the News AFC Energy and Komatsu signed a Joint Development Agreement to combine AFC Energy's ammonia cracking technology with a Komatsu industrial diesel engine in order to test an ammonia fuelled engine platform for construction and mining equipment fleets (Key Developments).Narrative Update • Mar 27
6301: Higher P/E And Ammonia Fuel Collaboration Will Shape Future Returns
Analysts now set a price target of ¥6,290 for Komatsu, compared with the prior ¥6,106.67. This reflects updated assumptions around discount rates, revenue growth, margins and future P/E that slightly adjust, but do not radically change, their overall view of the shares.Narrative Update • Mar 13
6301: Elevated P/E And Unproven Ammonia Engine Project Will Pressure Returns
Analysts have nudged their fair value estimate for Komatsu higher from about ¥5,973 to roughly ¥6,107, pointing to slightly adjusted assumptions around the discount rate, revenue growth, profit margin, and future P/E as the key drivers. What's in the News Komatsu has scheduled a board meeting for Feb 16, 2026, to consider changes in representative director positions, which could affect top leadership and decision making (company event).Narrative Update • Feb 27
6301: Rich P/E And Ammonia Engine Partnership Will Likely Strain Future Returns
Analysts now see fair value for Komatsu at about ¥5,973 per share, up from roughly ¥5,546. This reflects updated assumptions for slightly higher revenue growth, profit margins and future P/E multiples.New Narrative • Feb 18
Aftermarket Mining And Semiconductor Equipment Will Drive A Stronger Earnings Mix Over Time
Catalysts About Komatsu Komatsu is a global manufacturer of construction, mining and industrial machinery, with additional operations in retail finance and semiconductor related equipment. What are the underlying business or industry changes driving this perspective?Narrative Update • Feb 12
6301: Share Buybacks Will Likely Prove Insufficient Against Rich Earnings Multiple
Analysts have raised their fair value estimate for Komatsu from about ¥5,158 to roughly ¥5,546. The change reflects updated assumptions that include a slightly lower discount rate, modestly higher revenue growth, a small adjustment to profit margins, and a marginally higher future P/E multiple.New Narrative • Feb 04
Mining Slowdown And Tariff Pressures Will Weigh On Earnings And Margins
Catalysts About Komatsu Komatsu manufactures and sells construction, mining and industrial machinery, along with related parts, services and finance solutions. What are the underlying business or industry changes driving this perspective?Analysis Article • Feb 03
Komatsu Ltd. (TSE:6301) Stock Rockets 39% As Investors Are Less Pessimistic Than Expected
The Komatsu Ltd. ( TSE:6301 ) share price has done very well over the last month, posting an excellent gain of 39%. The...Narrative Update • Jan 29
6301: Share Buybacks Will Support Returns Despite Cautious Outlook
Analysts have nudged their fair value estimate for Komatsu higher to ¥5,158 from about ¥5,150, reflecting slightly lower discount rate assumptions, a modestly higher revenue growth outlook, and a small adjustment to projected profit margins and future P/E multiples. What's in the News From October 1, 2025 to November 27, 2025, Komatsu repurchased 5,650,200 shares for ¥29,764.8 million, representing 0.62% of its shares under the current buyback program (Key Developments).Analysis Article • Dec 17
The Return Trends At Komatsu (TSE:6301) Look Promising
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Narrative Update • Dec 09
6301: Dividend Increase And Buybacks Will Support Returns Amid Currency Risks
Analysts have modestly lowered their price target on Komatsu to ¥5,150 from ¥5,167.50, citing a slightly higher discount rate and softer margin expectations. These factors more than offset a small upward revision to long term revenue growth and the assumed future P E multiple.Analysis Article • Dec 04
Komatsu Ltd.'s (TSE:6301) Intrinsic Value Is Potentially 65% Above Its Share Price
Key Insights The projected fair value for Komatsu is JP¥8,357 based on 2 Stage Free Cash Flow to Equity Current share...Narrative Update • Nov 25
6301: Dividend Increase And Share Buybacks Will Offset Currency Headwinds
Analysts have raised their price target for Komatsu slightly, increasing it from ¥5,142.50 to ¥5,167.50. This adjustment is due to minor changes in growth and profitability estimates that reflect a more stable outlook for the company.Narrative Update • Nov 07
6301: Earnings Outlook To Balance Weaker Yen With Dividend Increase And Buybacks
Analysts have revised their price target for Komatsu slightly downward from ¥5,150 to ¥5,142.5, citing updated assumptions for the company's discount rate, revenue growth, and profit margins. What's in the News Komatsu raised its consolidated earnings guidance for the fiscal year ending March 31, 2026.Analysis Article • Oct 31
Analysts Are Updating Their Komatsu Ltd. (TSE:6301) Estimates After Its Interim Results
Komatsu Ltd. ( TSE:6301 ) shareholders are probably feeling a little disappointed, since its shares fell 8.4% to...Narrative Update • Oct 24
Share Buyback And Hybrid Powertrains Will Drive Demand And Margin Improvement
Narrative Update on Komatsu: Analyst Price Target Change Analysts have raised their price target for Komatsu from ¥5,075 to ¥5,150. This change reflects updated views on the company's fair value and improved margin expectations.Analysis Article • Sep 22
Komatsu's (TSE:6301) Dividend Will Be ¥95.00
Komatsu Ltd. ( TSE:6301 ) has announced that it will pay a dividend of ¥95.00 per share on the 2nd of December. This...Narrative Update • Sep 11
Reko Diq Contract And Low-Emission Trucks Will Boost Demand
Komatsu’s consensus price target was marginally raised as its forward P/E multiple edged up despite slightly softer revenue growth forecasts, resulting in a new fair value estimate of ¥5,075. What's in the News Board approved continuation of the performance-linked stock-based remuneration system for directors and senior management.Narrative Update • Aug 27
Advanced PC200i-12 Excavator And Global Expansion Will Drive Future Success
Komatsu’s valuation outlook remains largely stable, with minimal changes in both the consensus Analyst Price Target (up slightly to ¥5,045) and future P/E ratio, indicating steady fundamentals. What's in the News Komatsu's board approved continued performance-linked stock-based remuneration for directors and senior executives.
New Narrative • Dec 15
Booming Mining Equipment Sales And Sustainability Initiatives Will Drive Revenue Growth
Favorable exchange rates and strong demand for mining equipment contribute to expected revenue and earnings growth for Komatsu.Shareholder Returns
| 6301 | JP Machinery | JP Market | |
|---|---|---|---|
| 7D | -3.2% | 2.0% | 2.9% |
| 1Y | 44.1% | 35.3% | 34.0% |
Return vs Industry: 6301 exceeded the JP Machinery industry which returned 35.3% over the past year.
Return vs Market: 6301 exceeded the JP Market which returned 34% over the past year.
Price Volatility
| 6301 volatility | |
|---|---|
| 6301 Average Weekly Movement | 5.5% |
| Machinery Industry Average Movement | 5.1% |
| Market Average Movement | 4.1% |
| 10% most volatile stocks in JP Market | 9.2% |
| 10% least volatile stocks in JP Market | 2.2% |
Stable Share Price: 6301 has not had significant price volatility in the past 3 months compared to the JP market.
Volatility Over Time: 6301's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1884 | 67,279 | Takuya Imayoshi | www.komatsu.jp |
Komatsu Ltd. engages in the manufacturing and sale of construction, mining, utility, forestry, and industrial machinery worldwide. It operates in three segments: Construction Machinery and Vehicles, Retail Finance, and Industrial Machinery and Others. The company offers construction and mining equipment, such as hydraulic and mini excavators, bulldozers, wheel loaders, dump trucks, rope and hybrid shovels, continuous miners, and jumbo drills; and demolition, waste, and recycling equipment, including mini shovels, mobile crushers, and hydraulic excavators with a cutter, pulverizer, and magnet.
Komatsu Ltd. Fundamentals Summary
| 6301 fundamental statistics | |
|---|---|
| Market cap | JP¥6.43t |
| Earnings (TTM) | JP¥381.15b |
| Revenue (TTM) | JP¥4.27t |
16.9x
P/E Ratio1.5x
P/S RatioIs 6301 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 6301 income statement (TTM) | |
|---|---|
| Revenue | JP¥4.27t |
| Cost of Revenue | JP¥2.97t |
| Gross Profit | JP¥1.30t |
| Other Expenses | JP¥915.32b |
| Earnings | JP¥381.15b |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 427.53 |
| Gross Margin | 30.39% |
| Net Profit Margin | 8.93% |
| Debt/Equity Ratio | 44.3% |
How did 6301 perform over the long term?
See historical performance and comparisonDividends
2.6%
Current Dividend Yield45%
Payout RatioDoes 6301 pay a reliable dividends?
See 6301 dividend history and benchmarks| Komatsu dividend dates | |
|---|---|
| Ex Dividend Date | Sep 29 2026 |
| Dividend Pay Date | Dec 01 2026 |
| Days until Ex dividend | 42 days |
| Days until Dividend pay date | 105 days |
Does 6301 pay a reliable dividends?
See 6301 dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/17 17:33 |
| End of Day Share Price | 2026/08/17 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2026/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Komatsu Ltd. is covered by 24 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Tsutomu Kijima | Barclays |
| Joy Zhang | BNP Paribas |
| Kenjin Hotta | BofA Global Research |