We will analyze a hidden Japanese champion in the compact excavator and loader products and compare it with a much larger and well know Japanese champion Kubota. A David versus Goliath comparison. A small cap against a large cap of Japan. Kubota has a much broader product line up and 15x larger in terms of sales. We will compare companies in terms of:
The article constitutes my personal views and is for entertainment purposes only. The main goal of this article is to log my personal views. Nothing in this article or these posts in this blog should constitute an investment advice. The projections and estimates provided here should be considered as purely speculative. Do your own model and projections. Please refer to the disclaimer at the end of this article for more details.
Sales and sales growth
Operating income margin
Operating income growth
EPS
Financial health
Shareholder yields
Valuation
Other considerations