Kamei Corporation (JP:8037)
:8037
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Kamei Corporation
(8037)
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Rating:68Neutral
Price Target:
¥3,635.00
▲(20.36% Upside)
Action:Downgraded
Date:05/16/26
The score is driven by attractive valuation (low P/E and a ~3.15% dividend yield) and a modestly positive technical trend (price above major moving averages, neutral momentum). These are balanced by mixed financial performance—thin but steady margins, improved leverage, and uneven cash generation—plus the major risk of a sharp 2026 revenue contraction.
Positive Factors
Diversified business model
Kamei's mix of energy supply, food distribution and automotive services creates multiple cash-generation channels tied to different end markets. This diversification reduces reliance on any single commodity or sector, smoothing revenue and providing durable earnings resilience through regional distribution and downstream service networks.
Negative Factors
Thin operating and net margins
Structurally low margins leave limited buffer for cost shocks or commodity swings and constrain reinvestment capacity. For a capital-intensive, trading-heavy group, narrow operating and net margins reduce return on capital and heighten sensitivity to volume declines or adverse procurement spreads over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Diversified business model
Kamei's mix of energy supply, food distribution and automotive services creates multiple cash-generation channels tied to different end markets. This diversification reduces reliance on any single commodity or sector, smoothing revenue and providing durable earnings resilience through regional distribution and downstream service networks.
Read all positive factors
Kamei Corporation (8037) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥106.33B
Dividend Yield3.16%
Average Volume (3M)37.41K
Price to Earnings (P/E)8.4
Beta (1Y)1.06
Revenue Growth1.46%
EPS Growth19.09%
CountryJP
Employees4,777
SectorEnergy
Sector Strength52
IndustryOil & Gas Refining & Marketing
Share Statistics
EPS (TTM)355.96
Shares Outstanding32,991,970
10 Day Avg. Volume33,200
30 Day Avg. Volume37,413
Financial Highlights & Ratios
PEG Ratio0.44
Price to Book (P/B)0.58
Price to Sales (P/S)0.17
P/FCF Ratio5.56
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
Kamei Corporation Business Overview & Revenue Model
Company Description
Kamei Corporation operates as a general trading company in Japan and internationally. The company operates through Corporate Sales, Residential, Carlife, Food, Construction Materials, and Pharmacy divisions. It provides eco-friendly products, incl...
How the Company Makes Money
Kamei earns revenue primarily by (1) selling energy products and related services, (2) distributing and selling food products, and (3) operating automotive-related businesses. In its energy-related operations, the company generates sales from supp...
Kamei Corporation Financial Statement Overview
Summary
Income Statement
54
Neutral
Balance Sheet
70
Positive
Cash Flow
60
Neutral
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 586.65B | 584.22B | 575.79B | 573.50B | 552.24B | 483.42B |
| Gross Profit | 95.04B | 99.88B | 86.00B | 81.41B | 77.99B | 69.55B |
| EBITDA | 29.69B | 31.47B | 29.04B | 28.08B | 27.02B | 22.12B |
| Net Income | 11.39B | 11.90B | 10.69B | 10.11B | 8.56B | 8.51B |
Balance Sheet | ||||||
| Total Assets | 308.21B | 331.06B | 320.71B | 324.61B | 307.56B | 285.95B |
| Cash, Cash Equivalents and Short-Term Investments | 62.97B | 68.57B | 62.26B | 54.96B | 45.08B | 39.80B |
| Total Debt | 40.19B | 57.20B | 57.42B | 67.90B | 69.97B | 59.55B |
| Total Liabilities | 141.82B | 152.71B | 154.24B | 165.54B | 163.25B | 153.29B |
| Stockholders Equity | 158.02B | 173.54B | 158.12B | 151.01B | 137.08B | 125.46B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 18.02B | 26.13B | 15.73B | 5.22B | 8.51B |
| Operating Cash Flow | 0.00 | 29.69B | 38.36B | 25.04B | 13.65B | 18.36B |
| Investing Cash Flow | 0.00 | -13.10B | -13.62B | -11.66B | -9.72B | -17.84B |
| Financing Cash Flow | 0.00 | -14.39B | -21.27B | -6.50B | -1.87B | -4.53B |
Kamei Corporation Technical Analysis
Positive
3020.00
Price Trends
3270.25
Positive
3198.63
Positive
2994.02
Positive
Market Momentum
41.59
Negative
63.74
Neutral
81.23
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:8037, the sentiment is Positive. The current price of 3020 is below the 20-day moving average (MA) of 3297.00, below the 50-day MA of 3270.25, and above the 200-day MA of 2994.02, indicating a bullish trend. The MACD of 41.59 indicates Negative momentum. The RSI at 63.74 is Neutral, neither overbought nor oversold. The STOCH value of 81.23 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:8037.
Kamei Corporation Peers Comparison
UnderperformOutperform
Sector (65)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | ¥23.03B | 17.63 | ― | 4.50% | 4.36% | 80.89% | |
69 Neutral | ¥222.94B | 11.38 | ― | 3.45% | -7.92% | -6.17% | |
68 Neutral | ¥106.33B | 8.42 | ― | 3.16% | 1.46% | 19.09% | |
65 Neutral | $15.17B | 7.61 | 4.09% | 5.20% | 3.87% | -62.32% | |
64 Neutral | ¥1.68T | 10.98 | 2.23% | 3.07% | -11.80% | 87.51% | |
62 Neutral | ¥3.55T | 14.66 | -0.15% | 2.74% | -4.52% | 19.27% | |
62 Neutral | ¥103.52B | 14.53 | ― | 2.57% | -0.05% | -10.24% |
* Energy Sector Average
JP:8037
Kamei Corporation
3,540.00
1,295.80
57.74%
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Kamei Corporation Corporate Events
Kamei Lifts Year-End Dividend Forecast, Extends 11-Year Growth Streak
May 14, 2026
Kamei Corporation has raised its year-end dividend forecast for the fiscal year ended March 31, 2026, lifting the planned payout from ¥55 to ¥65 per share and bringing the total annual dividend to ¥115 including the interim payment....
Kamei Lifts Dividend as Profit Rises, Forecasts Margin Pressure Ahead
May 14, 2026
Kamei Corporation reported a modest increase in consolidated net sales to ¥583.1 billion for the year ended March 31, 2026, with operating profit up 6.7% and profit attributable to owners rising 11.3%. The company’s profitability ratios...
Kamei Lifts Year-End Dividend Forecast, Extending 11-Year Streak of Increases
May 14, 2026
Kamei Corporation has revised its year-end dividend forecast for the fiscal year ended March 31, 2026, raising the planned payout from ¥55 to ¥65 per share and lifting the total annual dividend to ¥115, including the previously anno...
Kamei Lifts Profit and Dividends but Sees Margin Pressure Ahead
May 14, 2026
Kamei Corporation reported consolidated net sales of ¥583.1 billion for the fiscal year ended March 31, 2026, up 1.5% year on year, with operating profit rising 6.7% to ¥16.98 billion and profit attributable to owners of the parent climb...
Kamei Launches Shareholder Perk Program to Bolster Long-Term Investment
Mar 23, 2026
Kamei Corporation’s board has approved the introduction of a new shareholder benefit program designed to make its stock more attractive and to reward long-term investors. The plan reflects a strategic push to stabilize its shareholder base a...
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.