Yagi & Co., Ltd. (7460) AI Stock Analysis

• Market Cap: ¥26.08B
• Dividend Yield: 4.44%
• Average Volume (3M): 12.33K
• Price to Earnings (P/E): 9.5
• Beta (1Y): 0.58
• Revenue Growth: 0.69%
• EPS Growth: 29.02%
• Country: JP
• Employees: 762
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Apparel - Manufacturers
• EPS (TTM): 76.26
• Shares Outstanding: 9,140,000
• 10 Day Avg. Volume: 12,450
• 30 Day Avg. Volume: 12,326
• PEG Ratio: 0.26
• Price to Book (P/B): 0.40
• Price to Sales (P/S): 0.21
• P/FCF Ratio: 4.46
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 70 Outperform
• Price Target: ¥3,311.00 ▲(4.94% Upside)

Yagi & Co., Ltd. has a strong financial foundation with improving profit margins and a robust balance sheet, contributing significantly to its overall score. The valuation is attractive with a low P/E ratio and high dividend yield, enhancing its appeal to value investors. However, technical analysis indicates a bearish trend, which slightly offsets the positive financial and valuation aspects.

Yagi & Co., Ltd. Business Overview & Revenue Model

Company Description

Yagi & Co., Ltd. (7460) is a Japanese company primarily engaged in the manufacturing and distribution of a wide range of products, including electrical components, mobile communication equipment, and other electronic devices. The company operates in various sectors such as telecommunications, consumer electronics, and industrial applications, focusing on delivering innovative solutions that meet the evolving needs of its customers.

How the Company Makes Money

Yagi & Co., Ltd. generates revenue through multiple streams, primarily by selling its manufactured products to both domestic and international markets. Its key revenue streams include sales from telecommunications equipment, which are used in networking and communication infrastructure, as well as consumer electronics products, which cater to individual customers. The company also engages in partnerships with major telecommunications companies and electronic manufacturers, enhancing its market presence and driving sales. Additionally, Yagi & Co. may benefit from service agreements related to installation, maintenance, and support for its products, contributing further to its earnings.

Yagi & Co., Ltd. Financial Statement Overview

Summary

Yagi & Co., Ltd. exhibits a strong financial performance with improving profit margins and effective cost management. The balance sheet is robust, with a healthy equity position and manageable debt levels. Cash flow metrics indicate solid cash generation, though past fluctuations suggest the need for close monitoring. Overall, the company is on a positive growth trajectory, supported by a stable financial foundation.

Income Statement

Yagi & Co., Ltd. has demonstrated consistent growth in gross profit margins, increasing from 22% in 2022 to 29% in 2025. The net profit margin also improved from 0.5% in 2022 to 3.1% in 2025, indicating better cost management and operational efficiency. Revenue growth has been moderate, with a slight decline in 2023 followed by recovery in 2025. However, the EBIT and EBITDA margins have shown improvement over the years, pointing towards enhanced operational performance.

Balance Sheet

The company's debt-to-equity ratio has remained stable, indicating a balanced capital structure. The equity ratio is strong at 54% in 2025, reflecting a solid asset base funded by equity. Return on equity improved significantly from 1% in 2022 to 6.1% in 2025, showcasing effective utilization of shareholder funds. Overall, the balance sheet reflects financial stability and a strong equity position.

Cash Flow

Free cash flow has grown steadily, with a notable increase in 2025. The operating cash flow to net income ratio improved from a negative figure in 2021 to 1.7 in 2025, indicating robust cash generation relative to net income. The free cash flow to net income ratio also reflects healthy cash generation capabilities. However, fluctuations in operating cash flow in previous years suggest potential volatility.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	83.15B	83.38B	82.85B	86.42B	77.52B	114.24B
Gross Profit	24.85B	24.15B	21.98B	19.83B	17.03B	18.07B
EBITDA	4.73B	4.65B	3.98B	2.40B	1.75B	2.90B
Net Income	2.78B	2.63B	2.08B	1.01B	366.57M	1.53B
Balance Sheet
Total Assets	77.28B	79.20B	74.07B	73.03B	64.70B	68.10B
Cash, Cash Equivalents and Short-Term Investments	9.46B	11.96B	10.24B	11.11B	6.81B	7.22B
Total Debt	14.68B	13.34B	12.34B	14.03B	9.40B	11.13B
Total Liabilities	34.41B	36.02B	34.03B	36.75B	29.55B	31.85B
Stockholders Equity	42.86B	43.18B	40.04B	36.28B	34.72B	35.85B
Cash Flow
Free Cash Flow	0.00	3.88B	1.29B	726.87M	2.73B	-1.56B
Operating Cash Flow	0.00	4.56B	2.12B	1.09B	3.02B	-881.96M
Investing Cash Flow	0.00	-3.37B	-1.39B	-1.06B	-1.37B	-876.84M
Financing Cash Flow	0.00	436.00M	-2.11B	3.76B	-2.14B	4.27B

Yagi & Co., Ltd. Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 3155.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: 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 3155 is above the 20-day moving average (MA) of 3092.00, above the 50-day MA of 3117.48, and above the 200-day MA of 2507.85, indicating a bullish trend. The MACD of 10.77 indicates Negative momentum. The RSI at 56.92 is Neutral, neither overbought nor oversold. The STOCH value of 66.89 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

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
8101	74 Outperform	¥28.43B	11.01	―	4.11%	17.20%	34.05%
3611	74 Outperform	¥22.90B	10.45	―	4.13%	17.07%	-18.86%
7460	70 Outperform	¥26.08B	9.51	―	4.44%	0.69%	29.02%
3501	68 Neutral	¥17.10B	13.69	―	2.46%	1.50%	241.33%
8118	68 Neutral	¥15.39B	18.11	―	2.10%	-4.20%	64.56%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
3529	49 Neutral	¥17.71B	―	―	―	4.15%	-289.72%