Sakai Moving Service Co., Ltd. (9039) AI Stock Analysis

• Market Cap: ¥118.91B
• Dividend Yield: 3.62%
• Average Volume (3M): 127.64K
• Price to Earnings (P/E): 13.4
• Beta (1Y): 0.42
• Revenue Growth: 3.30%
• EPS Growth: 6.81%
• Country: JP
• Employees: 6,715
• Sector: Industrials
• Sector Strength: 72
• Industry: Trucking
• EPS (TTM): 22.02
• Shares Outstanding: 42,324,000
• 10 Day Avg. Volume: 52,330
• 30 Day Avg. Volume: 127,636
• PEG Ratio: 2.38
• Price to Book (P/B): 1.06
• Price to Sales (P/S): 0.84
• P/FCF Ratio: 15.47
• 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: Hold
• Number of Analyst Covering: 0

• Rating: 74 Outperform
• Price Target: ¥3,204.00 ▲(13.74% Upside)

Sakai Moving Service Co., Ltd. scores well due to its strong financial performance, characterized by robust revenue growth and solid cash flow management. The stock's valuation is reasonable, supported by a healthy dividend yield. However, technical indicators suggest weak market momentum, which slightly tempers the overall score.

Sakai Moving Service Co., Ltd. Business Overview & Revenue Model

Company Description

Sakai Moving Service Co., Ltd. (9039) is a leading logistics and moving company based in Japan, specializing in household and corporate relocation services. The company operates primarily in the transportation and logistics sector, offering a range of services including domestic and international moving, storage solutions, and packing services. With a strong emphasis on customer satisfaction and operational efficiency, Sakai Moving has established a reputation for reliability and quality in the moving industry.

How the Company Makes Money

Sakai Moving Service Co., Ltd. generates revenue primarily through its core services in household and corporate relocations. The company charges fees based on the distance of the move, the volume of goods transported, and any additional services requested by customers, such as packing or unpacking. Key revenue streams include residential moving, commercial moving, and logistics services, which are supported by a well-established network of partners and subcontractors. The company also benefits from longstanding relationships with real estate agencies and corporate clients, which provide a consistent flow of business. Seasonal demand fluctuations, particularly during peak moving seasons, can significantly impact earnings, but the company has diversified its offerings to include storage and logistics solutions to stabilize revenue throughout the year.

Sakai Moving Service Co., Ltd. Financial Statement Overview

Summary

Sakai Moving Service Co., Ltd. demonstrates solid financial health with strong revenue growth and robust cash flow management. The income statement shows impressive revenue and profit growth, while the balance sheet reflects financial stability. Although profitability has slightly dipped, the company's low leverage and consistent cash flow growth indicate sound operational efficiency.

Income Statement

Sakai Moving Service Co., Ltd. has shown strong revenue growth, increasing from ¥103,884 million in 2022 to ¥121,023 million in 2025, with a consistent upward trajectory. The gross profit margin is robust at 38.4%, with a stable net profit margin of 7.2% in 2025. EBIT and EBITDA margins also reflect solid operational efficiency. However, the net profit margin has slightly decreased from 7.6% in 2021, indicating a minor dip in profitability.

Balance Sheet

The company maintains a healthy debt-to-equity ratio of 0.044, with stockholders' equity forming a significant portion of total assets, reflected by an equity ratio of 75.5%. Return on Equity (ROE) stands at 9.1%, a stable indicator of profitability relative to shareholder equity. High equity levels indicate financial stability, but the company could potentially optimize its leverage to enhance returns.

Cash Flow

Sakai Moving Service Co., Ltd. has shown a notable free cash flow growth, from ¥5,404 million in 2022 to ¥6,556 million in 2025. The operating cash flow to net income ratio is 1.11, indicating effective conversion of earnings to cash. The free cash flow to net income ratio is 0.75, highlighting strong cash generation capabilities. Consistent cash flow growth supports operational and strategic investments.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	121.88B	121.02B	116.86B	109.56B	103.88B	100.33B
Gross Profit	46.93B	46.49B	44.88B	42.11B	40.10B	39.26B
EBITDA	15.19B	15.06B	14.27B	13.47B	12.12B	13.19B
Net Income	8.66B	8.77B	8.36B	8.21B	6.71B	7.70B
Balance Sheet
Total Assets	118.15B	127.23B	120.81B	109.63B	103.54B	99.49B
Cash, Cash Equivalents and Short-Term Investments	28.21B	30.01B	29.54B	26.42B	23.68B	22.59B
Total Debt	3.10B	4.20B	4.95B	4.22B	5.09B	4.61B
Total Liabilities	21.96B	31.23B	31.50B	27.27B	27.59B	27.36B
Stockholders Equity	96.19B	96.00B	89.31B	82.36B	75.95B	72.12B
Cash Flow
Free Cash Flow	0.00	6.56B	5.71B	7.37B	5.40B	9.04B
Operating Cash Flow	0.00	9.73B	9.58B	10.18B	7.92B	11.30B
Investing Cash Flow	0.00	-7.90B	-6.88B	-4.62B	-3.07B	-1.24B
Financing Cash Flow	0.00	-3.62B	-1.28B	-2.79B	-3.75B	-4.22B

Sakai Moving Service Co., Ltd. Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 2817.00
• 50DMA: Negative
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9039, the sentiment is Neutral. The current price of 2817 is below the 20-day moving average (MA) of 2867.60, below the 50-day MA of 2908.61, and above the 200-day MA of 2583.70, indicating a neutral trend. The MACD of -18.91 indicates Positive momentum. The RSI at 37.36 is Neutral, neither overbought nor oversold. The STOCH value of 11.27 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:9039.

Sakai Moving Service Co., Ltd. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
9075	―	¥154.83B	19.26	2.89%	1.91%	5.73%	-0.28%
9039	―	¥118.91B	13.39	―	3.62%	3.30%	6.81%
9067	―	¥18.43B	14.90	―	2.66%	2.52%	145.44%
9064	―	$783.80B	18.06	7.44%	1.97%	5.58%	114.13%
9059	―	¥18.38B	7.95	―	2.55%	1.41%	-4.31%
9057	―	¥23.62B	10.08	―	2.87%	2.68%	9.38%
Sector *	―	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%

Sakai Moving Service Co., Ltd. Corporate Events

Sakai Moving Service Reports Progress on Share Buyback Program

Sakai Moving Service Co., Ltd. announced the status of its share repurchase program, where it bought back 48,000 common shares valued at ¥142,781,100 between September 1 and September 30, 2025. This move is part of a larger plan to repurchase up to 400,000 shares by March 31, 2026, reflecting the company’s strategic efforts to enhance shareholder value and optimize its capital structure.

The most recent analyst rating on (JP:9039) stock is a Buy with a Yen2844.00 price target. To see the full list of analyst forecasts on Sakai Moving Service Co., Ltd. stock, see the JP:9039 Stock Forecast page.

Sakai Moving Service Reports Strong Sales Growth in September 2025

Sakai Moving Service Co., Ltd. reported its monthly sales figures for September 2025, showing a year-on-year increase in most regions, with a total sales growth of 102.8% for the first half of the fiscal year. The sales data indicates strong performance in the Kinki region and other areas, suggesting a positive impact on the company’s market position and potential growth opportunities.

The most recent analyst rating on (JP:9039) stock is a Buy with a Yen2844.00 price target. To see the full list of analyst forecasts on Sakai Moving Service Co., Ltd. stock, see the JP:9039 Stock Forecast page.

Sakai Moving Service Announces Share Repurchase

Sakai Moving Service Co., Ltd. has announced the repurchase of 44,800 of its own common shares, valued at ¥129,732,600, as part of a broader plan to acquire up to 400,000 shares by March 2026. This move is aimed at enhancing shareholder value and optimizing the company’s capital structure, reflecting a strategic decision by the company’s board to utilize market purchases for this purpose.

The most recent analyst rating on (JP:9039) stock is a Buy with a Yen2844.00 price target. To see the full list of analyst forecasts on Sakai Moving Service Co., Ltd. stock, see the JP:9039 Stock Forecast page.

Sakai Moving Service Reports Strong Sales Growth in August 2025

Sakai Moving Service Co., Ltd. reported its monthly sales figures for August 2025, showing a year-over-year increase in most regions. The company’s total sales for August reached 7,846 million yen, reflecting a 103.8% increase compared to the previous year. The data indicates strong performance in the Kinki and Kyushu regions, with notable growth in the ‘Other’ category, suggesting a positive trend for the company’s market positioning and potential implications for stakeholders.

The most recent analyst rating on (JP:9039) stock is a Buy with a Yen2844.00 price target. To see the full list of analyst forecasts on Sakai Moving Service Co., Ltd. stock, see the JP:9039 Stock Forecast page.

Sakai Moving Service Reports Q1 2025 Financial Results with Increased Sales

Sakai Moving Service Co., Ltd. reported a 2.6% increase in net sales for the three months ended June 30, 2025, compared to the same period the previous year. Despite a rise in operating and ordinary profits, the profit attributable to owners of the parent decreased by 3.0%. The company maintained a strong equity-to-asset ratio of 81.4% as of June 30, 2025, indicating a stable financial position. The forecast for the fiscal year ending March 31, 2026, anticipates continued growth in net sales and profits, reflecting the company’s strategic focus on enhancing operational efficiency and market presence.

The most recent analyst rating on (JP:9039) stock is a Buy with a Yen2844.00 price target. To see the full list of analyst forecasts on Sakai Moving Service Co., Ltd. stock, see the JP:9039 Stock Forecast page.

Sakai Moving Service Revises Shareholder Benefit Program Timeline

Sakai Moving Service Co., Ltd. announced a revision to its shareholder benefit program, initially communicated on August 8, 2025. The changes involve the timing of the new program’s implementation, now set to begin in March 2026 instead of September 2026, and include a special provision for long-term shareholders holding 100 or more shares.

Sakai Moving Service Enhances Shareholder Benefit Program

Sakai Moving Service Co., Ltd. has announced an upgrade to its shareholder benefit program, effective from the fiscal year ending September 2026. The changes aim to promote long-term shareholder retention by offering enhanced benefits for those holding shares for extended periods, including additional rewards and lottery entries for long-term investors.

Sakai Moving Service Announces Share Buyback Plan

Sakai Moving Service Co., Ltd. has announced its decision to acquire up to 400,000 of its own shares, representing 0.98% of its total issued shares, as part of a strategy to enhance shareholder returns and improve capital efficiency. This move, with a budget of up to ¥14 billion, is set to take place between August 12, 2025, and March 31, 2026, through market purchases, and reflects the company’s flexible capital policy aimed at strengthening its market position.

Sakai Moving Service Reports Increased Sales but Declining Profitability

Sakai Moving Service Co., Ltd. reported a 2.6% increase in net sales for the quarter ending June 2025 compared to the previous year, with operating profit also rising by 3.1%. Despite these gains, the profit attributable to owners of the parent decreased by 3.0%, indicating challenges in maintaining profitability. The company’s capital adequacy ratio improved to 81.4%, suggesting a strong financial position despite a decrease in total assets.

Sakai Moving Service Co., Ltd. Reports Positive Sales Growth for July 2025

Sakai Moving Service Co., Ltd. reported its monthly sales flash report for July 2025, showing a year-on-year increase in sales across most regions, with a total sales growth of 103.0%. This positive performance reflects the company’s strong operational capabilities and its ability to capture market demand effectively, potentially strengthening its position in the competitive moving services industry.