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

• Market Cap: ¥121.78B
• Dividend Yield: 3.01%
• Average Volume (3M): 67.86K
• Price to Earnings (P/E): 13.8
• Beta (1Y): 0.45
• Revenue Growth: 3.30%
• EPS Growth: 6.81%
• Country: JP
• Employees: 6,715
• Sector: Industrials
• Sector Strength: 78
• Industry: Trucking
• EPS (TTM): 22.02
• Shares Outstanding: 42,324,000
• 10 Day Avg. Volume: 76,010
• 30 Day Avg. Volume: 67,863
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• 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: ¥2,844.00
• Price Target Upside: -2.64% Downside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 0

• Rating: 77 Outperform
• Price Target: ¥2,844.00 ▼(-2.64% Downside)

Sakai Moving Service Co., Ltd. receives a strong overall score, driven primarily by its robust financial performance, including revenue growth and cash flow strength. The neutral to slightly bullish technical indicators and reasonable valuation with an attractive dividend yield further support the positive outlook. The absence of earnings call insights and corporate events limits additional qualitative analysis.

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

Company Description

Sakai Moving Service Co.,Ltd. provides moving transportation services in Japan. It also offers moving incidental services. The company was formerly known as Sakai Hikkoshi Center and changed its name to Sakai Moving Service Co.,Ltd. in October 1990. Sakai Moving Service Co.,Ltd. was incorporated in 1956 and is headquartered in Sakai, Japan.

How the Company Makes Money

Sakai Moving Service Co., Ltd. generates revenue primarily through its moving and relocation services. The company charges clients based on various factors such as distance, volume of items, and additional services required such as packing and storage. Key revenue streams include residential moving services, corporate relocation services, and international moving services. The company may also offer ancillary services like insurance for items in transit and storage solutions, which contribute to its earnings. Partnerships with real estate firms, corporations, and other service providers can also play a role in enhancing its market reach and client base, thereby impacting revenue positively.

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	121.02B	121.02B	116.86B	109.56B	103.88B	100.33B
Gross Profit	46.49B	46.49B	44.88B	42.11B	40.10B	39.26B
EBITDA	15.02B	15.06B	14.27B	13.47B	12.12B	13.19B
Net Income	8.77B	8.77B	8.36B	8.21B	6.71B	7.70B
Balance Sheet
Total Assets	127.23B	127.23B	120.81B	109.63B	103.54B	99.49B
Cash, Cash Equivalents and Short-Term Investments	30.01B	30.01B	29.54B	26.42B	23.68B	22.59B
Total Debt	4.20B	4.20B	4.95B	4.22B	5.09B	4.61B
Total Liabilities	31.23B	31.23B	31.50B	27.27B	27.59B	27.36B
Stockholders Equity	96.00B	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: Positive
• Last Price: 2921.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9039, the sentiment is Positive. The current price of 2921 is above the 20-day moving average (MA) of 2860.00, above the 50-day MA of 2738.54, and above the 200-day MA of 2486.28, indicating a bullish trend. The MACD of 56.94 indicates Positive momentum. The RSI at 64.68 is Neutral, neither overbought nor oversold. The STOCH value of 70.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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
9039	77 Outperform	¥121.78B	13.76		3.01%	3.30%	6.81%
Sector *	64 Neutral	$10.84B	16.09	8.89%	1.97%	2.67%	-15.04%
YATRF	―	$5.82B	16.24	7.49%	2.78%	―	―
FUY	―	€826.92M	16.64	2.89%	―	―	―
9067	74 Outperform	¥16.61B	13.31		2.78%	2.52%	145.44%
9059	72 Outperform	¥18.90B	8.18		2.49%	1.41%	-4.31%
9057	70 Outperform	¥23.50B	10.03		3.07%	2.68%	9.38%

Sakai Moving Service Co., Ltd. Corporate Events

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.

Sakai Moving Service Reports Increased Sales and Strategic Growth

Sakai Moving Service Co., Ltd. reported a 3.6% increase in net sales for the fiscal year ending March 31, 2025, reaching ¥121,023 million. The company also experienced a modest rise in operating profit and ordinary profit. The company conducted a 2-for-1 stock split and declared a significant increase in dividends, reflecting a strong financial position. The inclusion of Sakai Pandalogi Co., Ltd. and changes in accounting policies indicate strategic growth and adaptation to new standards, potentially impacting stakeholders positively.

Sakai Moving Service Reports Positive Sales Growth in May 2025

Sakai Moving Service Co., Ltd. reported a year-on-year increase in monthly sales for May 2025 across all its operating regions, with an overall growth of 105.2%. This positive sales performance indicates a strong market presence and operational efficiency, potentially enhancing the company’s competitive positioning in the logistics industry.