Mizuho Leasing Company, Limited — Cyborg Score 7/10

Solid
Equipment and vehicle leasing

Strategic Profile

As a core entity within the Mizuho Financial Group, Mizuho Leasing benefits from extensive financial resources and a robust global presence, solidifying its position as a leading player in the international leasing market. The company announced capital tie-ups with Mizuho Financial Group and Nippon Steel Kowa Real Estate to support its Medium-Term Management Plan 2028.

Cyborg Score Rationale

Revenue grew 33% in FY 2026 to ¥921.6 billion, while net income increased 13% to ¥47.6 billion. The stock trades at a low P/E ratio of 7.94 with stable volatility and a 3.58% dividend yield. However, profit margin declined to 5.2% from 6.0% in FY 2025 driven by higher expenses.

Top Insights

  • Mizuho Leasing completed acquisition of an additional 6.10% stake in TRE Holdings Corporation (May 2026), bringing ownership to 9.66%.
  • Earnings per share increased to ¥170 in FY 2026 from ¥155 in FY 2025.
  • The company operates through four segments: Leasing (industrial machinery, transportation, IT equipment), Installment Sales (production equipment, construction machinery), Loans (corporate finance, vessel finance, factoring), and Other.
  • Over the last 3 years, earnings per share has increased 13% per year while share price has increased 17% per year.

Named Competitors

  • MUFG Lease & Finance — Equipment and vehicle leasing from MUFG financial conglomerate
  • Sumitomo Mitsui Finance and Leasing — Diversified leasing and finance services from SMBC group
  • Orix — Comprehensive leasing, investment, and financial services

Recent Developments

  • (May 2026) Completed acquisition of 6.10% additional stake in TRE Holdings Corporation
  • (FY 2026 full year results) Revenue ¥921.6B (+33% YoY), Net income ¥47.6B (+13% YoY), EPS ¥170 (+9.7% YoY)
  • (Q3 FY26) Q3 revenue reached ¥209.22 billion

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