As a leading global tire manufacturer operating under the Dunlop brand, the company benefits from diversified revenue streams beyond automotive tires, including sports equipment and specialty industrial products. Recent analyst upgrades reflect improving fundamentals, with forecasts suggesting faster-than-industry growth and enhanced intrinsic value recognition.
Cyborg Score Rationale
Sumitomo Rubber demonstrates solid fundamentals with recent revenue and earnings beats exceeding analyst expectations, coupled with analyst upgrades and positive outlook revisions. Strong technical momentum and market outperformance position the company favorably, though volatile profitability swings and mixed short-term oscillator signals present some caution.
Top Insights
Recent full-year results beat EPS expectations by 3.0% with JP¥192 per share versus consensus, driving analyst price target upgrade to JP¥2,757
Automotive tire segment dominates but sports equipment and industrial products provide meaningful diversification and counter-cyclical stability
Stock outperformed both JP Auto Components index (+54.6%) and overall Nikkei market (+34.9%) over the past year, indicating relative strength
Analysts project faster-than-industry growth with upgraded revenue and EPS estimates for upcoming periods, suggesting confidence in execution
Named Competitors
Tires — Global tire manufacturing leader
Tires — Premium tire manufacturer with global footprint
Tires — American tire manufacturer with diversified portfolio
Sports Equipment — Sports equipment manufacturer
Recent Developments
(February 2025) Analyst consensus upgraded price target 5.3% to JP¥2,757 per share following strong full-year earnings release
(December 2025) Last quarter revenue of JP¥336.91B exceeded analyst estimates of JP¥318.80B, with EPS of JP¥22.11 beating JP¥5.13 forecast
(2025) Positive revisions across both revenue and earnings per share estimates indicate analyst sentiment shift toward increased optimism
Open the full interactive Sumitomo Rubber Industries, Ltd. report
Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.