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Hamakyorex Co., Ltd.
(9037)
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Rating:73Outperform
Price Target:
¥2,040.00
▲(15.06% Upside)
Action:Reiterated
Date:05/14/26
The score is driven mainly by solid fundamentals (steady growth, improving margins, and a strengthening balance sheet), supported by reasonable valuation and a moderate dividend yield. The key constraint is cash-flow volatility, while technicals are mixed with a negative MACD despite prices holding above key moving averages.
Positive Factors
Steady multi-year revenue growth
Multi-year revenue growth with a 2026 re-acceleration indicates durable demand and successful service penetration in logistics. A steady top-line trend improves revenue visibility, supports investment planning, and underpins long-term earnings stability across business cycles.
Negative Factors
Uneven cash conversion and FCF volatility
Lumpy free-cash-flow driven by swings in 2025 creates forecasting uncertainty and can force reactive financing or deferred investment. For a logistics operator, volatile working capital or capex timing undermines dependable cash reinvestment and long-term capital allocation planning.
Read all positive and negative factors
Positive Factors
Negative Factors
Steady multi-year revenue growth
Multi-year revenue growth with a 2026 re-acceleration indicates durable demand and successful service penetration in logistics. A steady top-line trend improves revenue visibility, supports investment planning, and underpins long-term earnings stability across business cycles.
Read all positive factors
Hamakyorex Co., Ltd. (9037) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥136.71B
Dividend Yield2.12%
Average Volume (3M)154.25K
Price to Earnings (P/E)12.4
Beta (1Y)0.50
Revenue Growth6.02%
EPS Growth20.59%
CountryJP
Employees5,778
SectorIndustrials
Sector Strength72
IndustryIntegrated Freight & Logistics
Share Statistics
EPS (TTM)125.06
Shares Outstanding76,048,000
10 Day Avg. Volume114,660
30 Day Avg. Volume154,250
Financial Highlights & Ratios
PEG Ratio0.59
Price to Book (P/B)1.34
Price to Sales (P/S)0.84
P/FCF Ratio12.93
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)143.15
Revenue Forecast (FY)¥163.15B
Hamakyorex Co., Ltd. Business Overview & Revenue Model
Company Description
Hamakyorex Co., Ltd. manages logistics center operations, serving clients both within Japan and globally. The company delivers comprehensive third-party logistics (3PL) solutions, extending its expertise to various sectors such as apparel, medical...
How the Company Makes Money
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Hamakyorex Co., Ltd. Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
82
Very Positive
Cash Flow
65
Positive
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 148.32B | 155.50B | 146.67B | 140.57B | 131.91B | 125.09B |
| Gross Profit | 18.50B | 19.91B | 18.22B | 17.43B | 15.46B | 14.81B |
| EBITDA | 21.27B | 21.62B | 20.77B | 19.58B | 17.99B | 17.40B |
| Net Income | 9.27B | 10.72B | 8.93B | 8.30B | 7.40B | 7.12B |
Balance Sheet | ||||||
| Total Assets | 160.71B | 172.36B | 159.45B | 154.89B | 143.04B | 135.67B |
| Cash, Cash Equivalents and Short-Term Investments | 21.64B | 26.51B | 23.64B | 26.41B | 25.24B | 19.60B |
| Total Debt | 24.24B | 31.51B | 30.53B | 29.75B | 27.97B | 28.99B |
| Total Liabilities | 57.55B | 61.24B | 57.55B | 59.26B | 54.88B | 54.08B |
| Stockholders Equity | 90.77B | 97.95B | 89.56B | 83.94B | 77.38B | 71.56B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 10.12B | 1.83B | 7.67B | 11.30B | 8.11B |
| Operating Cash Flow | 0.00 | 19.97B | 14.11B | 15.88B | 13.65B | 13.60B |
| Investing Cash Flow | 0.00 | -10.59B | -11.08B | -8.30B | -3.00B | -6.03B |
| Financing Cash Flow | 0.00 | -6.24B | -5.55B | -6.50B | -5.77B | -4.19B |
Hamakyorex Co., Ltd. Technical Analysis
Negative
1773.00
Price Trends
1824.88
Negative
1829.65
Negative
1732.13
Positive
Market Momentum
-14.35
Positive
44.12
Neutral
32.55
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9037, the sentiment is Negative. The current price of 1773 is below the 20-day moving average (MA) of 1834.15, below the 50-day MA of 1824.88, and above the 200-day MA of 1732.13, indicating a neutral trend. The MACD of -14.35 indicates Positive momentum. The RSI at 44.12 is Neutral, neither overbought nor oversold. The STOCH value of 32.55 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:9037.
Hamakyorex Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | ¥136.71B | 12.45 | ― | 2.12% | 6.02% | 20.59% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
62 Neutral | ¥270.31B | 23.39 | ― | 1.28% | 6.67% | 10.45% | |
60 Neutral | ¥931.20B | 15.90 | 9.97% | 3.54% | 11.19% | 5.65% | |
59 Neutral | ¥326.97B | 16.90 | 8.30% | 2.50% | 5.27% | -5.87% | |
59 Neutral | ¥280.87B | 16.24 | ― | 2.94% | 1.47% | -10.46% | |
56 Neutral | ¥1.22T | 202.77 | ― | 2.99% | -0.90% | -81.16% |
* Industrials Sector Average
JP:9037
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Hamakyorex Co., Ltd. Corporate Events
Hamakyorex to Allot Treasury Shares to Employee Shareholding Association
May 12, 2026
Hamakyorex will dispose of up to 77,530 treasury shares through a third-party allotment to its Employee Shareholding Association, with a scheduled disposal date of July 15, 2026, at a price of 1,752 yen per share. The final number of shares and pr...
Hamakyorex Raises Year-End Dividend While Boosting Investment in Logistics and AI
May 12, 2026
Hamakyorex’s board has approved a higher year-end dividend from retained earnings for the fiscal year ended March 31, 2026, raising the payout to ¥23 per share from a previously planned ¥20. The total dividend distribution will rea...
Hamakyorex Delivers Strong FY2026 Results and Lifts Dividend Outlook
May 12, 2026
Hamakyorex reported solid growth for the fiscal year ended March 31, 2026, with net sales rising 6.0% to ¥155.5 billion and operating profit climbing 11.7% to ¥14.8 billion. Profit attributable to owners of the parent jumped 20.0% to ...
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.