Yagi & Co., Ltd. (JP:7460)
:7460
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Yagi & Co., Ltd.
(7460)
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Rating:75Outperform
Price Target:
¥4,905.00
▲(41.76% Upside)
Action:Reiterated
Date:05/17/26
The score is driven primarily by improved financial performance (better margins/ROE and a conservative balance sheet) with some caution due to cash-flow volatility and uneven revenue growth. Technicals are supportive with a clear uptrend, though RSI suggests a stretched setup. Valuation is a notable positive given the low P/E and solid dividend yield.
Positive Factors
Improving profitability and returns
Net and operating margins have expanded materially (net ~4.3%, operating ~4.9% in 2026) with ROE improving to ~7.9% from ~1.1% in 2022. That sustained margin recovery implies better pricing, cost control and operating leverage that can underpin durable earnings through cycles.
Negative Factors
Volatile operating and free cash flow
Historic working-capital swings led to intermittent negative OCF/FCF and uneven conversion; although FCF covered ~70% of net income in 2026, volatility raises refinancing and reinvestment risk and weakens predictability of capital returns and discretionary spending.
Read all positive and negative factors
Positive Factors
Negative Factors
Improving profitability and returns
Net and operating margins have expanded materially (net ~4.3%, operating ~4.9% in 2026) with ROE improving to ~7.9% from ~1.1% in 2022. That sustained margin recovery implies better pricing, cost control and operating leverage that can underpin durable earnings through cycles.
Read all positive factors
Yagi & Co., Ltd. (7460) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥37.40B
Dividend Yield4.12%
Average Volume (3M)12.33K
Price to Earnings (P/E)74.4
Beta (1Y)0.77
Revenue Growth3.07%
EPS Growth41.55%
CountryJP
Employees762
SectorConsumer Cyclical
Sector Strength84
IndustryApparel - Manufacturers
Share Statistics
EPS (TTM)331.84
Shares Outstanding9,140,000
10 Day Avg. Volume12,450
30 Day Avg. Volume12,326
Financial Highlights & Ratios
PEG Ratio0.22
Price to Book (P/B)0.71
Price to Sales (P/S)0.39
P/FCF Ratio9.58
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Yagi & Co., Ltd. Business Overview & Revenue Model
Company Description
Yagi & Co.,Ltd. operates as a fiber trading company in Japan. The company offers cotton/synthetic yarn and other fiber raw materials; knits/textiles; sportswear; nighties/innerwear; and bedding, interior products, lifestyle products, and industria...
How the Company Makes Money
Yagi & Co., Ltd. generates revenue mainly through trading/wholesaling activities in textiles and apparel-related products. Its core earnings are typically driven by (1) buying and selling textile materials and apparel products (earning a gross mar...
Yagi & Co., Ltd. Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
78
Positive
Cash Flow
62
Positive
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 83.15B | 85.93B | 83.38B | 82.85B | 86.42B | 77.52B |
| Gross Profit | 24.85B | 27.20B | 24.15B | 21.98B | 19.83B | 17.03B |
| EBITDA | 4.36B | 4.86B | 4.27B | 3.81B | 2.63B | 1.64B |
| Net Income | 2.78B | 3.67B | 2.63B | 2.08B | 1.01B | 366.57M |
Balance Sheet | ||||||
| Total Assets | 77.28B | 82.63B | 79.20B | 74.07B | 73.03B | 64.70B |
| Cash, Cash Equivalents and Short-Term Investments | 9.46B | 9.76B | 11.96B | 10.24B | 11.11B | 6.81B |
| Total Debt | 14.68B | 12.65B | 13.34B | 12.34B | 14.03B | 9.40B |
| Total Liabilities | 34.41B | 35.88B | 36.02B | 34.03B | 36.75B | 29.55B |
| Stockholders Equity | 42.86B | 46.75B | 43.18B | 40.04B | 36.28B | 34.72B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 3.46B | 3.88B | 1.48B | 775.40M | 2.85B |
| Operating Cash Flow | 0.00 | 4.96B | 4.56B | 2.12B | 1.09B | 3.02B |
| Investing Cash Flow | 0.00 | -4.17B | -3.37B | -1.39B | -1.49B | -1.37B |
| Financing Cash Flow | 0.00 | -3.03B | 436.00M | -2.11B | 4.19B | -2.14B |
Yagi & Co., Ltd. Technical Analysis
Positive
3460.00
Price Trends
4134.70
Positive
3919.75
Positive
3509.88
Positive
Market Momentum
142.20
Negative
65.70
Neutral
64.99
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7460, the sentiment is Positive. The current price of 3460 is below the 20-day moving average (MA) of 4176.75, below the 50-day MA of 4134.70, and below the 200-day MA of 3509.88, indicating a bullish trend. The MACD of 142.20 indicates Negative momentum. The RSI at 65.70 is Neutral, neither overbought nor oversold. The STOCH value of 64.99 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:7460.
Yagi & Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | ¥175.17B | 15.00 | 10.24% | 2.43% | 7.59% | 9.69% | |
77 Outperform | ¥146.53B | 22.38 | ― | 1.79% | 7.03% | 26.11% | |
75 Outperform | ¥37.40B | 74.43 | ― | 4.12% | 3.07% | 41.55% | |
74 Outperform | ¥119.05B | 16.59 | ― | 2.66% | 0.19% | 9.62% | |
69 Neutral | ¥1.00T | 16.33 | 27.58% | 0.99% | 8.43% | 225.40% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
54 Neutral | ¥108.47B | -36.94 | 2.80% | 3.38% | -4.52% | -91.68% |
* Consumer Cyclical Sector Average
JP:7460
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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.