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GS Yuasa
(6674)
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Rating:70Outperform
Price Target:
¥6,060.00
▲(3.59% Upside)
Action:Reiterated
Date:05/15/26
The score is driven primarily by improving profitability and a strengthening balance sheet, tempered by inconsistent free cash flow. Technicals are supportive with a positive longer-term trend and neutral momentum, while valuation appears reasonable (mid-teens/low-teens earnings multiple) with a modest dividend yield.
Positive Factors
Diversified end markets and product mix
GS Yuasa's exposure to multiple end markets and both lead‑acid and lithium‑ion technologies provides structural resilience. Diversified OEM, aftermarket, stationary backup, and specialty aerospace channels smooth demand cycles, enable cross‑sell of systems and services, and support steady long‑term revenue streams.
Negative Factors
Volatile free cash flow
Inconsistent FCF, with several years negative, limits the company's ability to convert profits into discretionary cash for dividends, paydown, or investment. Over the medium term, weak FCF raises refinancing and reinvestment risk, especially if capex or working capital needs rise.
Read all positive and negative factors
Positive Factors
Negative Factors
Diversified end markets and product mix
GS Yuasa's exposure to multiple end markets and both lead‑acid and lithium‑ion technologies provides structural resilience. Diversified OEM, aftermarket, stationary backup, and specialty aerospace channels smooth demand cycles, enable cross‑sell of systems and services, and support steady long‑term revenue streams.
Read all positive factors
GS Yuasa (6674) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥549.87B
Dividend Yield1.64%
Average Volume (3M)749.45K
Price to Earnings (P/E)13.1
Beta (1Y)1.46
Revenue Growth4.94%
EPS Growth37.62%
CountryJP
Employees12,562
SectorConsumer Cyclical
Sector Strength84
IndustryElectrical Equipment & Parts
Share Statistics
EPS (TTM)417.32
Shares Outstanding100,446,440
10 Day Avg. Volume818,700
30 Day Avg. Volume749,453
Financial Highlights & Ratios
PEG Ratio0.34
Price to Book (P/B)1.34
Price to Sales (P/S)0.87
P/FCF Ratio-638.54
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥7,250.00Price Target Upside23.93% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering6
EPS Forecast (FY)411.64
Revenue Forecast (FY)¥652.79B
GS Yuasa Business Overview & Revenue Model
Company Description
Founded in Kyoto, Japan, in 2004, GS Yuasa Corporation is a global company specializing in the manufacturing and distribution of batteries, power supply systems, and lighting equipment. Its extensive market reach spans Japan, the broader Asian con...
How the Company Makes Money
GS Yuasa makes money primarily by selling batteries and battery-related power solutions to OEMs, distributors, and end users across automotive and industrial markets. A major revenue stream comes from automotive batteries, including 12V lead-acid ...
GS Yuasa Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
74
Positive
Cash Flow
52
Neutral
| Breakdown | Mar 2026 | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 609.00B | 580.34B | 562.90B | 517.74B | 432.13B |
| Gross Profit | 155.05B | 138.93B | 125.66B | 112.07B | 96.89B |
| EBITDA | 96.35B | 76.83B | 69.68B | 51.69B | 39.06B |
| Net Income | 41.86B | 30.42B | 32.06B | 13.93B | 8.47B |
Balance Sheet | |||||
| Total Assets | 740.99B | 693.74B | 656.66B | 540.91B | 480.76B |
| Cash, Cash Equivalents and Short-Term Investments | 36.75B | 60.79B | 63.94B | 36.27B | 25.86B |
| Total Debt | 99.32B | 117.16B | 87.78B | 114.03B | 90.28B |
| Total Liabilities | 296.88B | 302.75B | 282.78B | 270.01B | 230.82B |
| Stockholders Equity | 394.66B | 347.05B | 329.99B | 230.68B | 215.23B |
Cash Flow | |||||
| Free Cash Flow | -829.00M | -26.21B | 24.83B | -2.60B | -14.14B |
| Operating Cash Flow | 49.54B | 39.30B | 63.18B | 28.33B | 12.88B |
| Investing Cash Flow | -44.90B | -58.82B | -44.85B | -26.57B | -30.20B |
| Financing Cash Flow | -31.76B | 14.23B | 2.14B | 8.83B | 5.20B |
GS Yuasa Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | ¥2.04T | 19.51 | 13.23% | 1.41% | 10.40% | 15.01% | |
70 Outperform | ¥549.87B | 13.14 | 11.44% | 1.54% | 4.94% | 37.62% | |
68 Neutral | ¥12.42T | 28.48 | 9.80% | 1.19% | 9.57% | 18.11% | |
63 Neutral | ¥7.32T | 43.95 | 32.23% | 0.82% | 20.73% | 72.44% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
56 Neutral | ¥2.21T | 30.52 | 19.52% | 0.62% | 8.80% | 117.66% |
* Consumer Cyclical Sector Average
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GS Yuasa Corporate Events
GS Yuasa to Extend and Tighten Performance-Linked Stock Compensation Plan
May 19, 2026
GS Yuasa will seek shareholder approval to continue and partially amend its performance-linked, trust-based stock compensation plan for internal directors, strengthening the link between executive pay, corporate performance, and share value. The r...
GS Yuasa Boosts Profit and Dividend but Signals Cautious Outlook for FY2027
May 13, 2026
GS Yuasa reported consolidated net sales of ¥608.9 billion for the year ended March 31, 2026, up 4.9% year on year, with operating profit rising 20.3% to ¥60.2 billion and profit attributable to owners of the parent climbing 37.6% to ...
GS Yuasa Sets Seventh Medium-Term Plan Aligned With Updated Vision 2035
May 13, 2026
GS Yuasa has approved a new three-year medium-term management plan covering fiscal 2026 to 2028, marking the company’s seventh such roadmap. The plan, endorsed by the Board of Directors, is designed to steer operations and capital allocation...
GS Yuasa to Appoint Takashi Taniguchi as New Representative Director
May 13, 2026
GS Yuasa Corporation has announced a change in its top management, informally approving the appointment of Takashi Taniguchi as representative director, effective June 26, 2026, subject to formal approval at the upcoming shareholders and board mee...
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.