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Nakayama Steel Works,Ltd. (JP:5408)
:5408
Japanese Market
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Nakayama Steel Works,Ltd. (5408) AI Stock Analysis

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JP:5408

Nakayama Steel Works,Ltd.

(5408)

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Neutral 55 (OpenAI - 5.2)
Rating:55Neutral
Price Target:
¥673.00
▲(9.25% Upside)
Action:Reiterated
Date:05/09/26
The score is held up by a conservative balance sheet and improved recent cash flow, which are important positives in a cyclical steel industry. This is outweighed by a clear deterioration in revenue and earnings versus 2023 and a weak technical trend with price below major moving averages and negative MACD. Valuation is mixed: the dividend helps, but the negative P/E signals unstable earnings.
Positive Factors
Conservative balance sheet
Low leverage and steadily rising equity provide durable financial resilience for a cyclical steel business. This structural strength reduces refinancing risk, supports capital spending or downturn buffers, and preserves strategic optionality across 2–6 month cycles and longer industry swings.
Negative Factors
Three-year revenue decline and falling net income
Sustained top-line contraction and a steep profit drop erode scale economics, weaken bargaining power with suppliers and customers, and limit reinvestment capacity. Continued revenue shrinkage can structurally impair returns and the firm's ability to rebuild margins over several months to years.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Low leverage and steadily rising equity provide durable financial resilience for a cyclical steel business. This structural strength reduces refinancing risk, supports capital spending or downturn buffers, and preserves strategic optionality across 2–6 month cycles and longer industry swings.
Read all positive factors

Nakayama Steel Works,Ltd. (5408) vs. iShares MSCI Japan ETF (EWJ)

Nakayama Steel Works,Ltd. Business Overview & Revenue Model

Company Description
Operating in Japan, Nakayama Steel Works, Ltd. is a diversified company with core operations in steel production, engineering, building materials, and real estate. Its extensive steel product portfolio includes various coil types such as hot-rolle...
How the Company Makes Money
Nakayama Steel Works primarily makes money by manufacturing and selling steel products produced via EAF-based operations. Its key revenue stream is sales of finished steel products (commonly including structural steel like H-beams and other rolled...

Nakayama Steel Works,Ltd. Financial Statement Overview

Summary
Financial profile is resilient for a cyclical steel business due to low leverage (debt-to-equity ~0.09–0.11) and steadily rising equity, plus improved 2026 operating cash flow (15.2B) and strong free cash flow (10.2B). Offsetting this, fundamentals have weakened materially: revenue has declined for three consecutive years and net income fell sharply from 10.2B (2023) to 2.5B (2026), with margin compression versus the 2023 peak.
Income Statement
56
Neutral
Balance Sheet
72
Positive
Cash Flow
63
Positive
BreakdownMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue148.31B169.33B184.44B188.51B166.70B
Gross Profit18.54B22.08B25.16B26.06B19.80B
EBITDA6.64B11.52B15.05B16.61B9.46B
Net Income2.46B5.70B8.90B10.23B4.82B
Balance Sheet
Total Assets152.37B149.15B152.09B148.79B143.62B
Cash, Cash Equivalents and Short-Term Investments23.25B15.35B16.49B16.77B15.77B
Total Debt8.52B9.45B9.87B10.74B16.21B
Total Liabilities43.22B42.33B47.53B51.92B54.68B
Stockholders Equity109.15B106.81B104.55B96.86B88.93B
Cash Flow
Free Cash Flow10.16B2.99B1.35B9.28B-11.29B
Operating Cash Flow15.24B7.38B5.15B13.01B-8.76B
Investing Cash Flow-5.00B-4.88B-2.30B-3.46B-2.31B
Financing Cash Flow-2.33B-3.63B-3.14B-8.54B8.39B

Nakayama Steel Works,Ltd. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price616.00
Price Trends
50DMA
626.12
Positive
100DMA
626.87
Positive
200DMA
616.50
Positive
Market Momentum
MACD
9.34
Negative
RSI
63.95
Neutral
STOCH
68.75
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:5408, the sentiment is Positive. The current price of 616 is below the 20-day moving average (MA) of 640.10, below the 50-day MA of 626.12, and below the 200-day MA of 616.50, indicating a bullish trend. The MACD of 9.34 indicates Negative momentum. The RSI at 63.95 is Neutral, neither overbought nor oversold. The STOCH value of 68.75 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:5408.

Nakayama Steel Works,Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
¥429.22B15.153.26%-6.84%5.08%
72
Outperform
¥212.36B11.498.84%6.54%-6.28%29.39%
63
Neutral
¥84.40B9.303.70%2.94%-16.58%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
61
Neutral
¥468.16B12.927.28%2.99%4.19%31.79%
60
Neutral
¥193.51B18.704.46%2.87%-12.89%-45.51%
55
Neutral
¥35.57B14.465.02%-12.42%-56.79%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:5408
Nakayama Steel Works,Ltd.
668.00
18.13
2.79%
JP:5471
Daido Steel Co
2,304.00
1,107.34
92.54%
JP:5423
Tokyo Steel Manufacturing Co
1,776.00
200.11
12.70%
JP:5451
Yodogawa Steel Works
1,450.00
197.01
15.72%
JP:5440
Kyoei Steel Ltd.
1,888.00
-241.68
-11.35%
JP:5463
Maruichi Steel Tube Ltd.
1,831.50
675.17
58.39%

Nakayama Steel Works,Ltd. Corporate Events

Nakayama Steel Completes Treasury Share Disposal for Executive Restricted Stock Plan
Jul 24, 2026
Nakayama Steel Works has completed the disposal of 35,046 treasury shares to implement a restricted stock compensation plan for its directors and executive officers. The transaction, approved by the board in late June, was executed at a price of 6...
Nakayama Steel Works to Use Treasury Shares for Restricted Stock Compensation
Jun 25, 2026
Nakayama Steel Works, Ltd. has approved the disposal of 35,046 treasury shares at 602 yen per share, totaling about 21.1 million yen, to fund restricted share compensation for its directors and executive officers. The allotment will provide 21,758...
Nakayama Steel to Extend Takeover Defense Policy with Minor Revisions
May 25, 2026
Nakayama Steel Works, Ltd. plans to extend its existing takeover response policy, a set of rules governing large-scale purchases of its shares, subject to shareholder approval at the upcoming annual general meeting. The plan, which has been period...
Nakayama Steel Works Lifts Year-End Dividend After Earnings Beat Forecasts
May 8, 2026
Nakayama Steel Works, Ltd. has approved a year-end dividend increase from its retained earnings for the fiscal year ended March 2026, raising the planned payout from 5 yen to 6 yen per share, subject to shareholder approval in June. The move refle...
Nakayama Steel’s Profit Halves as Sales Slide, but Cash and Equity Stay Strong
May 8, 2026
Nakayama Steel Works reported a sharp decline in performance for the fiscal year ended March 31, 2026, with net sales falling 12.4% to ¥148.3 billion and operating profit dropping 41.8% to ¥4.9 billion, while profit attributable to owner...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: May 09, 2026