Loading…
Makes industrial robots, servo motors and inverters used in factory automation worldwide.
Makes industrial robots, servo motors and inverters used in factory automation worldwide.
Sells servo motors and inverters (drives that regulate motor speed) to machine builders worldwide, with demand following capital spending by electronics, auto and battery makers. Robots, used mainly by car and electronics manufacturers, are a separate line. Most sales come from outside Japan.
In one line: Japan's Rockwell Automation, robotics-focused.
Moat: narrow (process know-how, brand, installed base). Long track record and precision motion-control technology trusted across global factories.
Headquarters: Kitakyushu, Japan · Founded: 1915 · Employees: 12,483
Size Yaskawa Electric (6506.T) is a Japan Industrials company (Electrical Products) with a market value of $5.71B, the 217th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥3,445 on 6 Nov 2026.
Performance Over six months the shares fell 37.6%, against -32.4% for the median peer and +1.8% for the Japan market (cap-weighted) — 8th lowest of 21 in its peer set.
Growth Revenue grew 5.8% over the last twelve months (peer median +10.7%); the operating margin is 8.2% (peer median 10.8%).
Valuation It trades at 19.7× forward earnings against a peer median of 22.0× (7th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 25% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is +18 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 7.5 points below its cost of capital (13.1% WACC).
Next results Next results expected around 12 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥568B | ¥542B | ¥538B | ¥576B | ¥556B |
| Revenue growth | — | +1% | -7% | +4% | — |
| Gross profit | ¥200B | ¥180B | ¥181B | ¥198B | ¥181B |
| EBITDA | ¥70.6B | ¥66.4B | ¥70.1B | ¥86.5B | ¥79.1B |
| Net income | ¥36.0B | ¥35.2B | ¥57.0B | ¥50.7B | ¥51.8B |
| Free cash flow | ¥26.4B | ¥5.93B | ¥19.2B | ¥23.6B | -¥24.1B |
| Capital expenditure | ¥55.6B | ¥46.2B | ¥37.3B | ¥31.0B | ¥21.9B |
| Total debt | ¥125B | ¥125B | ¥110B | ¥95.9B | ¥99.6B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Yaskawa Electric 6506.T | $5.71B | -38% | +6% | 8% | 19.7× | 24.8% |
| Fanuc 6954.T | $31.2B | -23% | +13% | 23% | 22.0× | 16.9% |
| ABB ABBN.SW | $147B | -17% | +1% | 18% | 24.5× | 4.3% |
| Rockwell Automation ROK | $41.7B | -17% | +11% | 14% | 25.0× | 27.2% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 6506.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -30.2% | -16.0% | 5th lowest of 21 |
| 6-month return | -37.6% | -32.4% | 8th lowest of 21 |
| Distance from 52-week high | -56.5% | -52.5% | 9th lowest of 21 |
| Revenue growth (TTM) | +5.8% | +10.7% | 9th lowest of 21 |
| Operating margin | 8.2% | 10.8% | 8th lowest of 21 |
| Forward P/E | 19.7× | 22.0× | 7th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 24.8% | 12.0% | 6th most demanding of 14 |
| Growth delivered (Del g) | +6.8% | +16.2% | 5th lowest of 14 |
| Hurdle (Req g minus delivered) | +18.0 pp | -4.2 pp | 3rd most demanding of 14 |
| ROIC minus cost of capital | -7.5 pp | +1.5 pp | 2nd lowest of 21 |
| EV / EBITDA | 13.7× | 15.5× | 5th cheapest of 9 |
| Net debt / EBITDA | 0.8× | 0.3× | 4th most indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Yaskawa Electric 6506.T | Japan | $5.71B | -38% | +6% | 8% | 19.7× | 24.8% | +6.8% |
| Shandong Sinocera Functional Material 300285.SZ | China | $5.67B | +8% | +23% | 14% | 48.6× | 40.1% | +12.6% |
| Suzlon Energy SUZLON.NS | India | $5.65B | -30% | +34% | 15% | 21.2× | 34.0% | +37.9% |
| Hebei Sinopack Electronic Technology 003031.SZ | China | $5.62B | -33% | +43% | 19% | 36.1× | 34.9% | +28.6% |
| Forgent Power Solutions FPS | United States | $5.93B | -52% | +89% | 14% | 14.4× | n/a | n/a |
| Gates Industrial GTES | United States | $6.05B | -8% | +4% | 16% | 12.8× | 9.7% | +4.3% |
| Wolong Electric 600580.SS | China | $5.39B | -39% | -11% | 4% | 39.6× | 25.2% | +4.2% |
| Nexans NEX.PA | France | $6.06B | -26% | -13% | 6% | 17.2× | 5.6% | +5.5% |
| Sunwoda Electronic 300207.SZ | China | $5.37B | -33% | +36% | -1% | 16.0× | n/a | n/a |
| Jiangsu Yoke Technology 002409.SZ | China | $6.12B | +1% | +7% | 15% | 32.1× | 26.4% | +30.6% |
| EnerSys ENS | United States | $5.30B | -36% | +4% | 15% | 11.3× | 0.5% | +4.7% |
| HANGZHOU FIRST APPLIED MATERIAL 603806.SS | China | $5.14B | -30% | -9% | 9% | 22.0× | 7.5% | +13.1% |
| Gotion High-tech 002074.SZ | China | $6.45B | -32% | +54% | 3% | 25.6× | n/a | n/a |
| Hunan Yuneng New Energy Battery Material 301358.SZ | China | $6.46B | -50% | +130% | 9% | 7.8× | n/a | n/a |
| Ecopro BM 247540.KS | South Korea | $6.53B | -60% | -4% | 6% | 965.8× | n/a | n/a |
| Shenzhen Megmeet Electrical 002851.SZ | China | $6.55B | -38% | +29% | 1% | 60.9× | n/a | n/a |
| Qingdao TGOOD Electric 300001.SZ | China | $4.97B | +6% | +14% | 9% | 21.9× | 12.0% | +16.2% |
| Ningbo Orient Wires & Cables 603606.SS | China | $4.96B | -23% | +36% | 12% | 21.1× | 3.6% | +16.5% |
| Nkt A/s NKT.CO | Denmark | $6.73B | -15% | +2% | 7% | 26.4× | n/a | n/a |
| Powell Industries POWL | United States | $4.85B | -57% | +7% | 20% | 21.2× | 11.2% | +16.3% |
| Fortune Electric 1519.TW | Taiwan | $4.75B | -50% | +5% | 21% | 26.0× | 16.1% | +23.6% |