Kubota: Global Farm Equipment Maker Flies Under The Radar, Offers Investors Considerable Upside
- Kubota is a major player in the global farm equipment market, and despite rapidly accelerating revenue and earnings relative to its peers, it has lagged major competitors' performance.
- Macro and industry pressures pushed Kubota more than 25% lower in late January, along with its competitors. However Kubota has not yet seen the same recovery as its peers.
- Management’s continued focus on accelerating farm equipment growth in key markets, as well as their renewed desire to structurally reform the company’s Water & Environment segment will drive earnings.
- Another strong earnings release in August along with increased recognition will help return Kubota to fair value, roughly 25% higher than its current price.