NIPPON EXPRESS HOLDINGS,INC. (JP:9147)
:9147
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NIPPON EXPRESS HOLDINGS,INC.
(9147)
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Rating:57Neutral
Price Target:
¥4,349.00
▲(31.03% Upside)
Action:Reiterated
Date:04/29/26
The score is held back primarily by weakening profitability and rising debt, plus a very elevated P/E that increases downside risk. These are partly offset by solid cash-generation and favorable technical momentum with the stock trading above key moving averages.
Positive Factors
Integrated multi-modal network
An integrated, multi-modal service offering strengthens customer stickiness and enables cross-selling of freight, warehousing and customs services. Over 2–6 months this structural capability helps win multi-service contracts, smooths revenue across modes, and preserves pricing power versus single-mode competitors.
Negative Factors
Profitability deterioration
A collapse to near-breakeven undermines margin resilience and the company's ability to self-fund growth or absorb cost shocks. Sustained weak profitability reduces cushion for pricing wars or rising input costs and limits retained earnings available for reinvestment over the next 2–6 months.
Read all positive and negative factors
Positive Factors
Negative Factors
Integrated multi-modal network
An integrated, multi-modal service offering strengthens customer stickiness and enables cross-selling of freight, warehousing and customs services. Over 2–6 months this structural capability helps win multi-service contracts, smooths revenue across modes, and preserves pricing power versus single-mode competitors.
Read all positive factors
NIPPON EXPRESS HOLDINGS,INC. (9147) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥1.07T
Dividend Yield2.99%
Average Volume (3M)920.58K
Price to Earnings (P/E)―
Beta (1Y)0.50
Revenue Growth-0.11%
EPS Growth-92.40%
CountryJP
Employees76,389
SectorIndustrials
Sector Strength72
IndustryIntegrated Freight & Logistics
Share Statistics
EPS (TTM)10.87
Shares Outstanding243,000,000
10 Day Avg. Volume749,370
30 Day Avg. Volume920,576
Financial Highlights & Ratios
PEG Ratio-3.41
Price to Book (P/B)1.01
Price to Sales (P/S)0.32
P/FCF Ratio5.96
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)230.05
Revenue Forecast (FY)¥2.62T
NIPPON EXPRESS HOLDINGS,INC. Business Overview & Revenue Model
Company Description
NIPPON EXPRESS HOLDINGS, INC. (9147) is a leading global logistics company headquartered in Tokyo, Japan. The company operates in various sectors including freight forwarding, logistics solutions, and supply chain management. NIPPON EXPRESS offers...
How the Company Makes Money
NIPPON EXPRESS HOLDINGS, INC. generates revenue primarily by selling logistics services to businesses on a fee-for-service and contract basis. Key revenue streams include: (1) Freight forwarding and international transportation: it earns fees and ...
NIPPON EXPRESS HOLDINGS,INC. Financial Statement Overview
Summary
Income Statement
46
Neutral
Balance Sheet
52
Neutral
Cash Flow
61
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 2.57T | 2.58T | 2.24T | 2.62T | 2.35T |
| Gross Profit | 240.66B | 221.69B | 227.55B | 275.85B | 202.06B |
| EBITDA | 250.08B | 245.42B | 220.00B | 306.34B | 169.05B |
| Net Income | 2.69B | 31.73B | 37.05B | 108.32B | 72.07B |
Balance Sheet | |||||
| Total Assets | 2.41T | 2.30T | 2.11T | 2.08T | 1.62T |
| Cash, Cash Equivalents and Short-Term Investments | 283.39B | 251.34B | 315.08B | 276.68B | 193.09B |
| Total Debt | 878.83B | 795.93B | 734.38B | 631.66B | 380.32B |
| Total Liabilities | 1.57T | 1.42T | 1.29T | 1.30T | 961.26B |
| Stockholders Equity | 829.49B | 853.95B | 800.06B | 756.51B | 636.58B |
Cash Flow | |||||
| Free Cash Flow | 140.45B | 170.19B | 132.99B | 251.21B | -11.85B |
| Operating Cash Flow | 208.66B | 227.87B | 185.71B | 295.21B | 44.02B |
| Investing Cash Flow | -3.21B | -140.74B | -59.30B | 4.02B | 101.45B |
| Financing Cash Flow | -173.94B | -164.12B | -100.14B | -163.28B | -196.87B |
NIPPON EXPRESS HOLDINGS,INC. Technical Analysis
Positive
3319.00
Price Trends
3711.96
Positive
3525.93
Positive
3371.74
Positive
Market Momentum
57.30
Negative
61.23
Neutral
63.03
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9147, the sentiment is Positive. The current price of 3319 is below the 20-day moving average (MA) of 3712.85, below the 50-day MA of 3711.96, and below the 200-day MA of 3371.74, indicating a bullish trend. The MACD of 57.30 indicates Negative momentum. The RSI at 61.23 is Neutral, neither overbought nor oversold. The STOCH value of 63.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:9147.
NIPPON EXPRESS HOLDINGS,INC. Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | ¥396.38B | 10.72 | 11.08% | 2.55% | 4.38% | 19.59% | |
66 Neutral | ¥311.15B | 12.68 | 8.30% | 2.50% | 5.83% | -6.07% | |
65 Neutral | ¥513.12B | 9.11 | 13.93% | 2.81% | -3.74% | 81.14% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
60 Neutral | ¥876.97B | 15.06 | 9.97% | 3.54% | 11.19% | 5.65% | |
57 Neutral | ¥1.07T | -23.79 | ― | 2.99% | -0.11% | -92.40% | |
57 Neutral | ¥305.46B | 20.24 | ― | 1.28% | 7.07% | -8.89% |
* Industrials Sector Average
JP:9147
NIPPON EXPRESS HOLDINGS,INC.
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NIPPON EXPRESS HOLDINGS,INC. Corporate Events
Nippon Express to Acquire Canada’s Metro Supply Chain in North America Push
Apr 17, 2026
Nippon Express Holdings has agreed to acquire Canada-based Metro Supply Chain Group, a third-party logistics provider with operations in Canada, the U.S. and the U.K., turning it into a subsidiary through a Canadian special purpose vehicle. The de...
Nippon Express Sets ¥50 Year-End Dividend, Confirms Shareholder-Return Targets
Mar 2, 2026
Nippon Express Holdings has approved a year-end dividend of 50 yen per share for the fiscal year ended December 31, 2025, matching its latest forecast and bringing the annual dividend to 100 yen per share. The payout, totaling about 12.1 billion y...
Nippon Express Takes ¥59.4 Billion Goodwill Hit as 2025 Profit Misses Forecast
Feb 13, 2026
Nippon Express Holdings has booked an impairment loss of about ¥59.4 billion on goodwill mainly tied to its European logistics business, following a reassessment of future cash flows and the application of a higher discount rate amid rising m...
Nippon Express Posts Profit Slump for 2025 but Signals Strong Rebound in 2026
Feb 13, 2026
Nippon Express Holdings reported virtually flat 2025 revenue at ¥2.57 trillion, with operating profit up 4.9% but profit before tax and net profit plunging, as net income attributable to owners fell to ¥2.7 billion and earnings per share...
Nippon Express to Sell Osaka Warehouse Stake to Logistics Real Estate Firm CRE
Jan 30, 2026
NIPPON EXPRESS HOLDINGS, INC. has agreed to transfer all of its 79.35% stake in Osaka Warehouse Co., Ltd., a consolidated subsidiary specializing in hazardous materials warehousing and logistics-related real estate leasing mainly in the Kansai reg...
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.