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Hakuto Co., Ltd. (JP:7433)
:7433
Japanese Market
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Hakuto Co., Ltd. (7433) AI Stock Analysis

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JP:7433

Hakuto Co., Ltd.

(7433)

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Neutral 64 (OpenAI - 5.2)
Rating:64Neutral
Price Target:
¥5,650.00
▲(23.63% Upside)
Action:Reiterated
Date:08/17/26
The score is led by strong technical momentum (price above all key moving averages) and supportive valuation (mid P/E with a ~3.79% dividend). These positives are tempered by a middling financial profile: thin margins, higher leverage than prior years, and uneven cash-flow consistency with recent FCF decline.
Positive Factors
Revenue Recovery
The return to 7.8% TTM revenue growth indicates improving demand after a weaker period. Sustained expansion in semiconductor-related distribution and solutions could support operating scale and provide a durable base for earnings growth.
Negative Factors
Thin Profit Margins
Low distributor margins leave limited protection against procurement costs, pricing pressure, or weaker demand. Because only a small portion of revenue becomes operating or net profit, modest execution or industry setbacks could materially affect earnings.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Recovery
The return to 7.8% TTM revenue growth indicates improving demand after a weaker period. Sustained expansion in semiconductor-related distribution and solutions could support operating scale and provide a durable base for earnings growth.
Read all positive factors

Hakuto Co., Ltd. (7433) vs. iShares MSCI Japan ETF (EWJ)

Hakuto Co., Ltd. Business Overview & Revenue Model

Company Description
Headquartered in Tokyo, Japan, Hakuto Co., Ltd., founded in 1953, operates as an international distributor with a broad focus spanning electronics and specialized chemicals. The company's electronics division offers a comprehensive range of semico...
How the Company Makes Money
Hakuto generates revenue primarily through (1) trading/distribution margins and (2) solution/service-related income tied to the products it handles. Its core earnings mechanism is buying products (e.g., semiconductor-related components, materials,...

Hakuto Co., Ltd. Financial Statement Overview

Summary
Income statement trends are improving with TTM revenue up 7.8% and steady (but thin) distributor margins (gross ~15.5%, net ~3.0%, EBIT ~4.9%). Offsetting this, leverage has risen materially (debt-to-equity ~0.83 TTM vs ~0.54–0.55 in FY2024–FY2025) and cash-flow consistency is mixed, with TTM FCF down ~15% and a history of swings including negative OCF/FCF in FY2023.
Income Statement
63
Positive
Balance Sheet
56
Neutral
Cash Flow
52
Neutral
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue195.38B181.18B183.13B182.05B233.62B191.50B
Gross Profit30.32B28.08B27.88B26.83B32.38B23.97B
EBITDA11.46B9.90B9.27B8.63B13.27B8.24B
Net Income5.81B5.01B5.13B5.17B8.93B4.97B
Balance Sheet
Total Assets168.04B164.97B130.38B137.76B145.90B131.49B
Cash, Cash Equivalents and Short-Term Investments20.15B18.96B14.93B15.57B16.75B18.62B
Total Debt57.72B58.03B35.28B36.48B42.08B33.13B
Total Liabilities97.31B95.29B64.83B71.82B82.03B69.82B
Stockholders Equity69.16B68.22B65.55B65.93B63.86B61.67B
Cash Flow
Free Cash Flow7.81B9.19B9.78B8.15B-3.84B450.00M
Operating Cash Flow8.97B10.27B10.59B8.71B-3.38B872.00M
Investing Cash Flow-17.65B-17.53B-4.57B876.00M-300.00M-527.00M
Financing Cash Flow11.39B10.02B-6.51B-11.45B1.31B-379.00M

Hakuto Co., Ltd. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price4570.00
Price Trends
50DMA
4790.10
Positive
100DMA
4574.80
Positive
200DMA
4259.29
Positive
Market Momentum
MACD
136.83
Positive
RSI
63.12
Neutral
STOCH
74.93
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7433, the sentiment is Positive. The current price of 4570 is below the 20-day moving average (MA) of 5141.25, below the 50-day MA of 4790.10, and above the 200-day MA of 4259.29, indicating a bullish trend. The MACD of 136.83 indicates Positive momentum. The RSI at 63.12 is Neutral, neither overbought nor oversold. The STOCH value of 74.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:7433.

Hakuto Co., 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
85
Outperform
¥86.91B14.243.12%8.67%11.23%
72
Outperform
¥116.07B14.781.68%14.40%26.41%
72
Outperform
¥77.21B13.861.90%2.11%-19.76%
71
Outperform
¥147.66B20.413.23%12.39%22.44%
70
Outperform
¥63.55B16.813.05%8.87%-12.83%
64
Neutral
¥99.54B17.014.38%7.89%36.78%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:7433
Hakuto Co., Ltd.
5,290.00
1,569.00
42.17%
JP:6859
Espec Corp.
4,000.00
766.67
23.71%
JP:6866
Hioki E.E.Corporation
10,860.00
4,905.28
82.38%
JP:6908
IRISO Electronics Co., Ltd.
2,779.00
-12.45
-0.45%
JP:6914
OPTEX GROUP Company Limited
3,230.00
1,344.55
71.31%
JP:7745
A&D HOLON Holdings Company. Limited
2,865.00
843.11
41.70%

Hakuto Co., Ltd. Corporate Events

Hakuto Assesses Earthquake Impact on Kumamoto Operations and Assets
Aug 12, 2026
Hakuto Co., Ltd. reported that the 2026 Kumamoto Earthquake caused no casualties or injuries among its directors or employees and no significant damage to buildings or equipment at its Kumamoto service center or other locations. The company emphas...
Hakuto posts sharp profit rebound and plans three-for-one stock split
Aug 12, 2026
Hakuto Co., Ltd., listed on the Tokyo Stock Exchange, reported consolidated net sales of ¥54,537 million for the three months ended June 30, 2026, a 35.2% year-on-year increase, with operating profit surging 167.3% to ¥2,323 million and ...
Hakuto Posts Strong Q1 Recovery, Confirms Outlook and Stock Split
Aug 12, 2026
Hakuto Co., Ltd. reported a sharp recovery in earnings for the quarter ended June 30, 2026, with net sales rising 35.2% year-on-year to ¥54.5 billion and profit attributable to owners of parent more than doubling, pushing basic earnings per s...
Hakuto Announces 3-for-1 Stock Split and Tripling of Authorized Shares
Jul 29, 2026
Hakuto Co., Ltd. has approved a three-for-one split of its common shares, aiming to reduce the investment unit price and make its stock more accessible, thereby broadening its investor base. The split will apply to shareholders of record as of Sep...
Hakuto Raises FY2027 Earnings and Dividend Forecasts on Strong Electronics Demand
Jul 29, 2026
Hakuto Co., Ltd. has raised its consolidated earnings forecast for the fiscal year ending March 31, 2027, citing stronger-than-expected demand for semiconductors, optical communication components, and general electronic parts tied to AI and data c...
Hakuto Completes Restricted Stock Disposal for Executive Compensation
Jun 18, 2026
Hakuto Co., Ltd. has completed the disposal of 1,200 shares of its treasury stock as restricted stock compensation, following a resolution by its Board of Directors in May 2026. The shares, priced at 4,520 yen each for a total of 5,424,000 yen, we...
Hakuto’s FY2026 Profit Holds Flat as New Business and M&A Costs Pressure Earnings
May 25, 2026
Hakuto Co., Ltd., a distributor focused on semiconductor devices and power device-related equipment for sectors including automotive, is increasingly investing in new businesses and MA to broaden its offerings. This strategic shift positions the c...
Hakuto Lifts 2028 Plan Targets on AI Boom and Rabyte Acquisition Gains
May 25, 2026
Hakuto has revised its FY2025–FY2028 medium-term management plan “Hakuto 2028,” raising its FY2029 consolidated net sales target from at least 250 billion yen to a range of 280–300 billion yen and introducing consolidated E...
Hakuto Corrects FY2026 Consolidated Results With No Impact on Profit
May 25, 2026
Hakuto Co., Ltd. has issued a correction to its previously announced consolidated financial results for the fiscal year ended March 31, 2026, after discovering errors during the final review process. The company emphasized that the revisions do no...
Hakuto Corrects Details of Treasury Share Disposal for E-Ship Employee Stock Plan
May 22, 2026
Hakuto Co., Ltd. has issued a correction to its earlier notice on the disposal of treasury shares through a third-party allotment tied to its trust-based employee stock ownership incentive plan, E-Ship. The company clarified that the trust term us...
Hakuto to Dispose Treasury Stock for Performance-Linked Restricted Share Plan
May 19, 2026
Hakuto Co., Ltd. has approved the disposal of 1,200 shares of its treasury stock as restricted stock compensation for Vice Presidents and Managing Officers who do not concurrently serve as directors, at a price of 4,520 yen per share, totaling 5.4...
Hakuto Overhauls Executive Pay With Performance-Linked Share Plan
May 19, 2026
Hakuto Co., Ltd. plans to overhaul its director remuneration system by replacing its existing restricted stock scheme with a performance-linked, equity-based compensation plan under an Executive Compensation BIP Trust. Subject to shareholder appro...
Hakuto launches trust-based employee stock incentive plan backed by treasury shares
May 19, 2026
Hakuto Co., Ltd. has approved the introduction of a trust-type employee shareholding incentive plan, branded E-Ship, for members of the Hakuto Employee Shareholding Association to support medium- to long-term corporate value. The scheme uses a ded...
Hakuto Launches Employee Stock Incentive Plan with Treasury Share Allotment
May 19, 2026
Hakuto Co., Ltd. has approved the disposal of 165,900 treasury shares via a third-party allotment to a trust account at Nomura Trust and Banking to support the introduction of its Trust-type Employee Shareholding Incentive Plan (E-Ship®). Pri...
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: Aug 17, 2026