9048 (Nagoya Railroad Co Ltd) vs Nikkei 225 Comparison

9048

Nikkei 225

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9048

Nikkei 225

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9048

Nikkei 225

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Nikkei 225

9048

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Nagoya Railroad Co Ltd
Glance View

Market Cap

332.5B JPY

Industry

Road & Rail

Nestled in the heart of Japan's Chubu region, Nagoya Railroad Co. Ltd, commonly known as Meitetsu, stands as a vital artery in the nation's intricate transportation network. Founded in 1894, this illustrious company has grown beyond its initial role as a mere railway service provider. Its core business revolves around operating a comprehensive rail system spanning Nagoya and the surrounding areas, making it indispensable for daily commuters and tourists alike. The railway lines, characterized by their punctuality, efficiency, and dense connectivity, form a backbone supporting urban and suburban mobility within the region. By leveraging its strategic geographical positioning, Nagoya Railroad taps into a robust demand for passenger transport, creating a steady stream of revenue through ticket sales and usage fees. However, Nagoya Railroad's journey extends far beyond the steel tracks. Recognizing the potential to diversify and fortify its business model, the company has ventured into numerous complementary sectors. Real estate development stands out prominently, as Meitetsu capitalizes on its prime railway locations to build and manage shopping centers, hotels, and residential complexes. Additionally, the company delves into tourism, bus transportation, and logistics services, further entwining itself into the economic fabric of the region. Each of these ventures is designed to synergistically enhance the railway's revenue, crafting a multifaceted enterprise that transcends the traditional notion of a railroad company. Through innovation and diversification, Nagoya Railroad not only orchestrates the movement of people but also shapes the landscape in which it operates, ensuring a resilient presence in Japan's dynamic market environment.

View Nagoya Railroad Co Ltd Analysis

Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

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CN		Beijing-Shanghai High Speed Railway Co Ltd SSE:601816	Add
US	K	Kansas City Southern LSE:0JQ4	Add
HK		MTR Corp Ltd HKEX:66	Add
JP		East Japan Railway Co TSE:9020	Add
JP		Central Japan Railway Co TSE:9022	Add

US		Union Pacific Corp NYSE:UNP	Select
CA		Canadian Pacific Railway Ltd TSX:CP	Select
CA		Canadian National Railway Co TSX:CNR	Select
US		CSX Corp NASDAQ:CSX	Select
US		Norfolk Southern Corp NYSE:NSC	Select
CN		Beijing-Shanghai High Speed Railway Co Ltd SSE:601816	Select
US	K	Kansas City Southern LSE:0JQ4	Select
HK		MTR Corp Ltd HKEX:66	Select
JP		East Japan Railway Co TSE:9020	Select
JP		Central Japan Railway Co TSE:9022	Select

US		Union Pacific Corp NYSE:UNP	Add
CA		Canadian Pacific Railway Ltd TSX:CP	Add
CA		Canadian National Railway Co TSX:CNR	Add
US		CSX Corp NASDAQ:CSX	Add
US		Norfolk Southern Corp NYSE:NSC	Add
CN		Beijing-Shanghai High Speed Railway Co Ltd SSE:601816	Add
US	K	Kansas City Southern LSE:0JQ4	Add
HK		MTR Corp Ltd HKEX:66	Add
JP		East Japan Railway Co TSE:9020	Add
JP		Central Japan Railway Co TSE:9022	Add

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9048

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Nikkei 225

Stocks Performance
9048 vs Nikkei 225

Performance Gap
9048 vs Nikkei 225

Performance By Year
9048 vs Nikkei 225

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Nagoya Railroad Co Ltd vs Peers

Nagoya Railroad Co Ltd
Glance View

Company

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9048 vs Nikkei 225

Stocks Performance 9048 vs Nikkei 225

Performance Gap 9048 vs Nikkei 225

Performance By Year 9048 vs Nikkei 225

Competitors Performance Nagoya Railroad Co Ltd vs Peers

Nagoya Railroad Co Ltd Glance View

Company

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Stocks

9048

vs

Nikkei 225

Stocks Performance
9048 vs Nikkei 225

Performance Gap
9048 vs Nikkei 225

Performance By Year
9048 vs Nikkei 225

Competitors Performance
Nagoya Railroad Co Ltd vs Peers

Nagoya Railroad Co Ltd
Glance View