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Japanese automaker known for rotary engines historically, now producing mainstream cars, crossovers and SUVs globally.
Japanese automaker known for rotary engines historically, now producing mainstream cars, crossovers and SUVs globally.
Sells cars through dealers, with the US the largest market, so currency swings and US import costs matter, and it builds most vehicles in Japan. Toyota is a minority shareholder and partner, and the two built a joint plant in Alabama. Mazda leans on its own engine and chassis engineering in place of scale.
In one line: Mazda — no comparison needed, it trades on US exchanges too as an ADR.
Moat: none (brand). Respected design/driving-dynamics brand but lacks EV/scale advantages of larger global automakers.
Headquarters: Hiroshima, Japan · Founded: 1920 · Employees: 47,144
Size Mazda Motor (7261.T) is a Japan Consumer Discretionary company (Motor Vehicles) with a market value of $4.52B, the 261st largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,132 on 6 Nov 2026.
Performance Over six months the shares gained 11.9%, against -20.4% for the median peer and +1.8% for the Japan market (cap-weighted) — 4th highest of 21 in its peer set.
Growth Revenue grew 3.9% over the last twelve months (peer median +11.1%); the operating margin is 2.6% (peer median 2.7%).
Valuation It trades at 6.9× forward earnings against a peer median of 15.9× (2nd cheapest of 18).
Price implies For today's price to make sense, revenue must grow about -15% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is -26 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.7 points below its cost of capital (7.3% WACC).
Next results Next results expected around 9 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥5.10T | ¥4.92T | ¥5.02T | ¥4.83T | ¥3.83T |
| Revenue growth | — | -2% | +4% | +26% | — |
| Gross profit | ¥972B | ¥886B | ¥1.08T | ¥1.04T | ¥802B |
| EBITDA | ¥253B | ¥180B | ¥304B | ¥364B | ¥248B |
| Net income | ¥107B | ¥35.1B | ¥114B | ¥208B | ¥143B |
| Free cash flow | ¥13.9B | -¥89.1B | ¥202B | ¥326B | ¥57.6B |
| Capital expenditure | ¥107B | ¥111B | ¥128B | ¥115B | ¥99.1B |
| Total debt | ¥862B | ¥870B | ¥723B | ¥577B | ¥627B |
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 |
|---|---|---|---|---|---|---|
| Mazda Motor 7261.T | $4.52B | +12% | +4% | 3% | 6.9× | -14.8% |
| Toyota Motor 7203.T | $251B | +10% | +7% | 7% | 10.6× | n/a |
| Subaru 7270.T | $12.3B | +16% | 0% | 3% | 12.0× | 2.7% |
| Honda Motor 7267.T | $45.2B | +45% | +4% | -1% | 11.7× | 18.2% |
| Nissan Motor 7201.T | $5.98B | -24% | -1% | 2% | 23.1× | n/a |
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 | 7261.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +4.4% | -1.3% | 6th highest of 21 |
| 6-month return | +11.9% | -20.4% | 4th highest of 21 |
| Distance from 52-week high | -16.7% | -34.6% | 5th highest of 21 |
| Revenue growth (TTM) | +3.9% | +11.1% | 8th lowest of 21 |
| Operating margin | 2.6% | 2.7% | 10th lowest of 21 |
| Forward P/E | 6.9× | 15.9× | 2nd cheapest of 18 |
| Growth the price implies (Req g, 7 yrs) | -14.8% | -4.7% | least demanding of 13 |
| Growth delivered (Del g) | +11.3% | +11.8% | 7th highest of 13 |
| Hurdle (Req g minus delivered) | -26.1 pp | -14.4 pp | 3rd least demanding of 13 |
| ROIC minus cost of capital | -1.7 pp | -2.9 pp | 9th highest of 20 |
| Net debt / EBITDA | -1.4× | 0.6× | 3rd least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Mazda Motor 7261.T | Japan | $4.52B | +12% | +4% | 3% | 6.9× | -14.8% | +11.3% |
| Chongqing Afari Technology 601777.SS | China | $4.94B | -35% | +17% | -11% | 208.0× | n/a | n/a |
| Loncin Motor 603766.SS | China | $4.97B | +5% | +2% | 9% | 15.9× | -5.5% | +12.7% |
| FAW Jiefang 000800.SZ | China | $4.11B | -17% | +22% | -1% | 29.5× | n/a | n/a |
| BAIC BluePark New Energy Technology 600733.SS | China | $4.02B | -41% | +54% | -19% | n/a | n/a | n/a |
| ARCHION 543A.T | Japan | $5.11B | -9% | +9% | 5% | 2.4× | 7.4% | +0.9% |
| Iveco IVG.MI | Italy | $5.55B | +3% | -5% | 3% | 12.7× | n/a | n/a |
| Volvo Car VOLCAR-B.ST | Sweden | $3.63B | -45% | -17% | 0% | n/a | n/a | n/a |
| Sinotruk Jinan Truck 000951.SZ | China | $3.46B | -10% | +36% | 4% | 11.2× | -5.8% | -0.8% |
| Minth 0425.HK | Hong Kong | $3.45B | -37% | +14% | 11% | 7.5× | 2.7% | +14.8% |
| Nissan Motor 7201.T | Japan | $5.98B | -24% | -1% | 2% | 23.1× | n/a | n/a |
| Harley-Davidson HOG | United States | $3.40B | +28% | -15% | -4% | 18.6× | 0.4% | +2.0% |
| Yadea 1585.HK | Hong Kong | $3.36B | -28% | +13% | 7% | 8.9× | -11.2% | +13.0% |
| Guangzhou Automobile 601238.SS | China | $6.22B | -32% | +5% | -18% | n/a | n/a | n/a |
| Zhejiang Leapmotor Technology 9863.HK | Hong Kong | $6.34B | -25% | +71% | -1% | 16.1× | -14.5% | +150.7% |
| Mitsubishi Motor 7211.T | Japan | $3.21B | +13% | +5% | 3% | 17.9× | n/a | n/a |
| Federal Signal FSS | United States | $6.92B | -4% | +24% | 17% | 20.1× | 11.8% | +14.0% |
| Trigano TRI.PA | France | $2.93B | -16% | +2% | 9% | 9.4× | -6.0% | +10.9% |
| Beiqi Foton Motor 600166.SS | China | $2.88B | -31% | +13% | 1% | 10.1× | -1.2% | +1.3% |
| Zhejiang CFMoto Power 603129.SS | China | $7.23B | +16% | +40% | 11% | 19.9× | -3.9% | +34.5% |
| Jardine Cycle & Carriage C07.SI | Singapore | $7.36B | -28% | -11% | 10% | 8.2× | -7.8% | +8.9% |