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Sumitomo Heavy Industries, Ltd. (6302.T)

JPY5,257.00 +127.00 (+2.48%)
JP JPX Industrials Industrial - Machinery
Address ThinkPark Tower 141-6025
Tokyo, JP
CEO Toshiro Watanabe
Website shi.co.jp
IPO 2000-01-04
ISIN JP3405400007

Explore sections of this company profile

Also trades on Other OTC · SOHVF (USD) Other OTC · SOHVY (USD) Tokyo Stock Exchange · 6302.T (JPY)
Description

Sumitomo Heavy Industries, Ltd. manufactures and sells general machinery worldwide. It operates through four segments: Mechatronics, Industrial Machinery, Logistics & Construction, and Energy & Lifelines. The Mechatronics segment offers gearmotors, gearboxes, motion control drives, motors and inverters, drive solutions, precision positioning equipment, control systems, motion components, cryocoolers, and cryopumps. Its Industrial Machinery segment provides Plastics machinery, film forming machines, precision forgings, semiconductor manufacturing equipment, accelerators, medical machines and equipment, forging press machines, air-conditioning equipment, and defense equipment. The Logistics & Construction segment offers Hydraulic excavators, mobile cranes, road machinery, material handling systems, logistics systems, and automated parking systems. Its Energy & Lifelines segment provides power generation equipment, air pollution control equipment, water and sewage treatment systems, turbines, pumps, mixing vessels, food processing machinery, ships, and marine structures. The company was founded in 1888 and is headquartered in Tokyo, Japan.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
JPY5,257.00 +127.00 (+2.48%)
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Volume Profile
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Liquidity & share structure
Average Volume
780.3K
Beta
0.79
Float Shares
114.17M
Free Float %
95.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.66% +1.56% +4.95% -4.28% +33.26% +28.03% +77.33% +78.20% +72.84% +109.33% +292.30%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
5,257.00
DCF (Unlevered) 407.89 -92.2%
DCF (Levered) 8,524.80 +62.2%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
2.37
Grey zone
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Industrial - Machinery: +7.4%
    -0.4% Q1'26: +0.0% (vs Q1'25)
  • EPS growth Industrial - Machinery: +15.6%
    +303.1% Q1'26: +0.0% (vs Q1'25)
  • FCF margin FCF growth · Industrial - Machinery: +38.2%
    +2.6% Q1'26: -1.0% (vs Q1'25)
  • EBIT margin Industrial - Machinery: +10.0%
    +4.8% Q1'26: +5.7% (vs Q1'25)
  • ROIC Industrial - Machinery: +6.8%
    +4.3% Q1'26: +4.3% (vs Q1'25)
  • Share dilution Industrial - Machinery: +0.0%
    -0.6% Q1'26: +0.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×
    2.89× Q1'26: 2.88× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.80) × ERP
WACC = 71% × Ke + 29% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 395.57 Current price: 5,257.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Mar 2024
actual
Mar 2025
actual
Mar 2026
4 Rev. Ana.
4 EPS Ana.
Revenue
615.27B
est: 661.16B (-6.9%)
667.10B
est: 686.83B (-2.9%)
700.84B
est: 665.91B (+5.2%)
674.33B
est: 790.06B (-14.6%)
791.03B
est: 890.99B (-11.2%)
903.05B
est: 864.43B (+4.5%)
864.49B
est: 853.73B (+1.3%)
849.07B
est: 906.00B (-6.3%)
943.98B
est: 890.60B (+6.0%)
1.08T
est: 1.09T (-0.9%)
1.07T
est: 1.05T (+2.0%)
1.04T
1.03T – 1.04T
-1.3% YoY
EBITDA
52.56B
est: 59.07B (-11.0%)
57.16B
est: 61.36B (-6.8%)
68.71B
est: 59.49B (+15.5%)
68.93B
est: 70.58B (-2.3%)
76.72B
est: 79.60B (-3.6%)
94.13B
est: 77.22B (+21.9%)
81.71B
est: 76.27B (+7.1%)
74.47B
est: 80.94B (-8.0%)
96.53B
est: 79.56B (+21.3%)
90.30B
est: 84.36B (+7.0%)
62.69B
est: 81.15B (-22.7%)
80.12B
79.54B – 80.58B
-1.3% YoY
EBIT
33.95B
est: 36.45B (-6.9%)
40.87B
est: 37.87B (+7.9%)
48.99B
est: 36.71B (+33.4%)
48.62B
est: 43.56B (+11.6%)
53.72B
est: 49.12B (+9.4%)
68.15B
est: 47.66B (+43.0%)
53.84B
est: 47.07B (+14.4%)
44.73B
est: 49.95B (-10.5%)
65.68B
est: 49.10B (+33.8%)
53.93B
est: 46.59B (+15.8%)
25.31B
est: 44.81B (-43.5%)
44.25B
43.93B – 44.50B
-1.3% YoY
Net Income
17.89B
est: 26.83B (-33.3%)
24.35B
est: 26.41B (-7.8%)
33.13B
est: 30.20B (+9.7%)
33.61B
est: 34.89B (-3.7%)
34.66B
est: 44.23B (-21.6%)
45.65B
est: 33.13B (+37.8%)
32.81B
est: 26.10B (+25.7%)
26.76B
est: 35.46B (-24.5%)
44.05B
est: 29.77B (+48.0%)
32.74B
est: 33.25B (-1.5%)
7.72B
est: 34.83B (-77.8%)
27.49B
27.49B – 27.49B
-21.1% YoY
SGA
85.34B
est: 80.34B (+6.2%)
91.36B
est: 83.46B (+9.5%)
99.16B
est: 80.92B (+22.5%)
99.07B
est: 96.01B (+3.2%)
108.72B
est: 108.27B (+0.4%)
118.06B
est: 105.04B (+12.4%)
118.72B
est: 103.74B (+14.4%)
114.67B
est: 110.10B (+4.2%)
est: 108.23B (-100.0%)
156.22B
est: 134.74B (+15.9%)
168.46B
est: 129.61B (+30.0%)
127.97B
127.05B – 128.71B
-1.3% YoY
EPS
145.83
est: 221.92 (-34.3%)
198.56
est: 218.46 (-9.1%)
270.28
est: 249.75 (+8.2%)
274.24
est: 288.54 (-5.0%)
282.83
est: 365.80 (-22.7%)
372.56
est: 274.04 (+36.0%)
267.77
est: 215.83 (+24.1%)
218.46
est: 293.31 (-25.5%)
359.61
est: 246.19 (+46.1%)
267.30
est: 276.69 (-3.4%)
63.86
est: 289.77 (-78.0%)
228.72
228.72 – 228.72
-21.1% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 B+ 3/5 4/5 2/5 3/5 2/5 3/5 5/5
2026-05-01 B+ 3/5 4/5 2/5 4/5 2/5 3/5 4/5
2026-04-30 B+ 3/5 4/5 2/5 4/5 2/5 3/5 4/5
2026-04-28 B+ 3/5 4/5 2/5 4/5 2/5 3/5 4/5
2026-04-27 B+ 3/5 4/5 2/5 4/5 2/5 3/5 4/5
2026-04-24 B+ 3/5 4/5 2/5 4/5 2/5 3/5 4/5
2026-04-23 B+ 3/5 4/5 2/5 4/5 1/5 3/5 4/5
2026-04-22 B+ 3/5 4/5 2/5 4/5 1/5 3/5 4/5
2026-04-21 B+ 3/5 4/5 2/5 4/5 1/5 3/5 4/5
2026-04-20 B+ 3/5 4/5 2/5 4/5 1/5 3/5 4/5
2026-04-17 B+ 3/5 4/5 2/5 4/5 1/5 3/5 4/5
2026-04-16 B+ 3/5 4/5 2/5 4/5 1/5 3/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
14.18B
OE per share TTM
117.99
Owner's Yield
2.18%
Maintenance CapEx ratio
227.61%
Maint CapEx / Avg PPE
31.6%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 114 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares MSCI Japan Small Cap UCITS ETF IDJP.L 0.25% 1.42M 0.58%
2 iShares MSCI Japan Small-Cap ETF SCJ 0.25% 629.8K 0.50%
3 WisdomTree Dynamic International SmallCap Equity ETF DDLS 0.22% 930.6K 0.48%
4 WisdomTree International SmallCap Dividend Fund DLS 0.22% 2.26M 0.58%
5 iShares Defense Industrials Act IDEF 0.19% 7.67M 0.55%
6 Avantis International Small Cap Value ETF AVDV 0.18% 34.88M 0.36%
7 Dimensional - International Small Cap Value ETF DISV 0.18% 8.71M 0.42%
8 Amundi MSCI Smart Cities UCITS ETF ACC IQCT.L 0.14% 128.8K 0.45%
9 Avantis International Small Cap Equity ETF AVDS 0.13% 415.6K 0.30%
10 iShares Systematic Alternatives Active ETF IALT 0.12% 6.20M 0.99%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
2.05M
Shares Outstanding
119.53M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Arata Ishimaru Vice President, General Manager of Corporate Finance, Accounting & Administration Group
Hiroo Morita Managing Executive Officer
Kazuhiro Harada VP & CIO
Morihiro Kondo Senior Vice President, GM of Ehime Works & Chairman of Sumitomo Heavy Industries (China), Ltd male
Shaun Dean Executive Vice President & MD of Sumitomo Heavy Industries (Europe) B.V. male
Taiji Tsuchiya Executive VP & GM of Semiconductor Business Development Department
Tatsuro Araki Senior EVP, GM of Export Admin Dept., Energy & Lifeline Segment and Representative Director male
Tatsuya Endo Exec Vice President, Senior Managing Executive Officer and GM of Ehime Works, Logistics & Construction Segment male
Toshiro Watanabe President, Chief Executive Officer & Representative Director male
Yoshitaka Shimamura General Manager of Corporate Communications Department
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits