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Kamigumi Co Ltd (JP:9364)
:9364
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Kamigumi Co (9364) Price & Analysis

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9364 Stock Chart & Stats

¥5231.00
¥25.00(0.73%)
At close: 4:00 PM EST
¥5231.00
¥25.00(0.73%)

Bulls Say, Bears Say

Bulls Say
Steady Revenue Growth & Healthy MarginsKamigumi's consistent mid-single-digit revenue growth and double-digit operating margins indicate durable demand for logistics services and structural pricing/efficiency advantages. Sustained margins support reinvestment and resilience versus peers in normal trade cycles, bolstering long-term profitability.
Consistent Positive Free Cash FlowPersistent positive operating cash flow and recurring free cash flow demonstrate the company's ability to convert earnings into liquidity. This underpins capacity to fund capex, pay dividends, and service debt without repeated equity raises, strengthening financial resilience over a multi-quarter horizon.
Historically Conservative Balance SheetA history of very low leverage and a growing equity base provides structural financial flexibility and downside protection. This conservative footing makes the business better able to absorb cyclical troughs and pursue strategic investments or contract logistics opportunities without destabilizing finances.
Bears Say
Cyclical, Non-linear GrowthKamigumi's revenue exhibits cyclicality tied to cargo volumes and trade activity, with intermittent down years. That structural variability limits revenue predictability, complicates long-term capacity planning and contract pricing, and raises execution risk for multi-year logistics commitments.
Material Increase In FY2026 DebtA significant rise in total debt reduces previously strong balance-sheet flexibility. If elevated leverage persists, interest costs and covenant risk could constrain capital allocation, limiting capacity for M&A, fleet investment, or absorbing revenue shocks without operational trade-offs.
Uneven Cash Conversion & FCF VolatilityOperating cash flow lagging net income and volatile free cash flow indicate weaker cash conversion in some periods. Over the medium term this raises risk that reported earnings overstate distributable cash, potentially pressuring dividends or investment when cycles turn or capex needs rise.

Kamigumi Co News

9364 FAQ

What was Kamigumi Co Ltd’s price range in the past 12 months?
Kamigumi Co Ltd lowest stock price was ¥4022.00 and its highest was ¥5818.00 in the past 12 months.
    What is Kamigumi Co Ltd’s market cap?
    Kamigumi Co Ltd’s market cap is ¥484.74B.
      When is Kamigumi Co Ltd’s upcoming earnings report date?
      Kamigumi Co Ltd’s upcoming earnings report date is Aug 11, 2026 which is in 28 days.
        How were Kamigumi Co Ltd’s earnings last quarter?
        Kamigumi Co Ltd released its earnings results on May 14, 2026. The company reported ¥86.31 earnings per share for the quarter, beating the consensus estimate of N/A by ¥86.31.
          Is Kamigumi Co Ltd overvalued?
          According to Wall Street analysts Kamigumi Co Ltd’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Kamigumi Co Ltd pay dividends?
            Kamigumi Co Ltd pays a Semiannually dividend of ¥100 which represents an annual dividend yield of 3.35%. See more information on Kamigumi Co Ltd dividends here
              What is Kamigumi Co Ltd’s EPS estimate?
              Kamigumi Co Ltd’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Kamigumi Co Ltd have?
              Kamigumi Co Ltd has 106,576,836 shares outstanding.
                What happened to Kamigumi Co Ltd’s price movement after its last earnings report?
                Kamigumi Co Ltd reported an EPS of ¥86.31 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -0.962%.
                  Which hedge fund is a major shareholder of Kamigumi Co Ltd?
                  Currently, no hedge funds are holding shares in JP:9364
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Kamigumi Co Ltd

                    Kamigumi Co., Ltd. delivers extensive integrated logistics solutions, serving clients both domestically in Japan and across international markets. Their offerings span comprehensive harbor transport, a full range of warehousing services including storage and distribution processing, and various freight options via truck, air, rail, and sea. The company also provides vital on-site factory support, handling everything from the loading and unloading of raw materials from ships to their internal transport, secondary processing, product quality control, dispatch, and environmental management. A key specialization is the meticulous transportation of heavy and oversized cargo, such as transformer plants, industrial machinery, petrochemical equipment, and railcars. Beyond logistics, Kamigumi's diverse operations include constructing residential, commercial, and industrial buildings, as well as the specialized demolition and disposal of large-scale equipment like steel plant rolling mills and extensive conveyor systems. They also design and erect steel structures, build and maintain amusement facilities, and offer machinery maintenance services. Furthermore, the company engages in a variety of other ventures, including apartment rentals, alcoholic beverage production, restaurant businesses, solar energy projects, commercial property development and leasing, parking facility operation, and even tomato cultivation. Founded in 1867, Kamigumi Co., Ltd. is headquartered in Kobe, Japan.

                    Kamigumi Co (9364) Earnings & Revenues

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