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Nanso Transport Co., Ltd. (JP:9034)
:9034
Japanese Market
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Nanso Transport Co., Ltd. (9034) AI Stock Analysis

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JP:9034

Nanso Transport Co., Ltd.

(9034)

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Outperform 74 (OpenAI - 5.2)
Rating:74Outperform
Price Target:
¥1,781.00
▲(22.57% Upside)
Action:Reiterated
Date:05/17/26
The score is driven primarily by solid financial fundamentals with improving leverage, tempered by volatile free cash flow. Technicals are supportive with the stock trading above major moving averages and positive momentum indicators. Valuation is a notable positive, supported by a moderate P/E and a strong dividend yield.
Positive Factors
Consistent revenue growth
Sustained top-line growth over multiple years signals expanding market share and stable demand for core logistics services. This scale expansion underpins operational leverage, supports investment capacity, and provides a durable base for earnings resilience across industry cycles.
Negative Factors
Volatile free cash flow
Wide swings in free cash flow point to inconsistent capital expenditure timing or working-capital management, which undermines predictability of cash available for dividends, buybacks, or strategic investments. This volatility reduces financial optionality and complicates planning.
Read all positive and negative factors
Positive Factors
Negative Factors
Consistent revenue growth
Sustained top-line growth over multiple years signals expanding market share and stable demand for core logistics services. This scale expansion underpins operational leverage, supports investment capacity, and provides a durable base for earnings resilience across industry cycles.
Read all positive factors

Nanso Transport Co., Ltd. (9034) vs. iShares MSCI Japan ETF (EWJ)

Nanso Transport Co., Ltd. Business Overview & Revenue Model

Company Description
Nanso Transport Co., Ltd. (9034) is a leading logistics and transportation company based in Japan, specializing in the movement of goods across various sectors including freight, warehousing, and supply chain management. The company offers a compr...
How the Company Makes Money
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Nanso Transport Co., Ltd. Financial Statement Overview

Summary
Steady revenue growth and solid sector profitability support fundamentals, and leverage has improved with a conservative balance sheet. The key offset is inconsistent free cash flow (volatile and materially lower in 2025–2026), which reduces overall financial quality despite positive operating cash flow.
Income Statement
72
Positive
Balance Sheet
78
Positive
Cash Flow
54
Neutral
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue16.17B16.50B16.11B15.48B14.42B14.30B
Gross Profit2.90B2.93B2.93B2.77B2.43B2.31B
EBITDA3.10B3.30B3.11B2.99B2.58B2.51B
Net Income1.34B1.35B1.37B1.58B1.08B1.03B
Balance Sheet
Total Assets33.85B34.45B33.57B35.27B34.76B32.91B
Cash, Cash Equivalents and Short-Term Investments4.15B4.23B3.83B5.77B4.69B4.51B
Total Debt7.89B7.85B7.78B9.32B10.45B9.75B
Total Liabilities11.72B11.54B11.59B13.61B14.34B13.21B
Stockholders Equity22.12B22.92B21.98B21.66B20.42B19.70B
Cash Flow
Free Cash Flow0.00832.69M564.69M1.96B-172.43M-9.14M
Operating Cash Flow0.002.61B2.03B2.57B2.14B1.80B
Investing Cash Flow0.00-1.82B-1.34B8.31M-2.31B-1.79B
Financing Cash Flow0.00-447.81M-2.60B-1.50B344.51M959.61M

Nanso Transport Co., Ltd. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price1453.00
Price Trends
50DMA
1553.77
Positive
100DMA
1574.01
Positive
200DMA
1501.88
Positive
Market Momentum
MACD
11.24
Negative
RSI
59.11
Neutral
STOCH
66.16
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9034, the sentiment is Positive. The current price of 1453 is below the 20-day moving average (MA) of 1562.40, below the 50-day MA of 1553.77, and below the 200-day MA of 1501.88, indicating a bullish trend. The MACD of 11.24 indicates Negative momentum. The RSI at 59.11 is Neutral, neither overbought nor oversold. The STOCH value of 66.16 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:9034.

Nanso Transport Co., Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
¥85.26B11.813.48%1.42%32.92%
74
Outperform
¥15.93B10.603.37%2.44%3.81%
70
Outperform
¥146.10B10.773.65%3.06%1.48%
70
Outperform
¥14.36B9.453.85%8.49%32.73%
69
Neutral
¥18.97B7.102.46%-0.28%15.95%
65
Neutral
¥13.57B9.423.04%3.34%11.67%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:9034
Nanso Transport Co., Ltd.
1,581.00
410.95
35.12%
JP:9025
Konoike Transport Co., Ltd.
2,731.00
7.47
0.27%
JP:9304
Shibusawa Warehouse Co., Ltd.
1,434.00
504.31
54.25%
JP:9306
Toyo Logistics Co., Ltd.
2,003.00
529.55
35.94%
JP:9312
Keihin Co., Ltd.
2,869.00
529.52
22.63%
JP:9351
Toyo Wharf & Warehouse Co., Ltd.
1,856.00
586.83
46.24%
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: May 17, 2026