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Last One Mile Co.,Ltd.
(9252)
Select Model
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Rating:74Outperform
Price Target:
¥4,122.00
▲(14.66% Upside)
Action:Upgraded
Date:07/16/26
The score is driven primarily by improving financial performance and strong cash generation (solid growth, high gross margin, positive profitability, and robust free cash flow/earnings alignment). Technicals are supportive in the short-to-medium term but tempered by the stock still trading below longer-term averages. Valuation is favorable with a low P/E, while the key risk factor remains higher absolute debt and modest cash-flow coverage of that debt.
Positive Factors
High Gross Margin
A sustained ~74% gross margin indicates durable unit economics or low direct costs in last-mile operations. This high contribution margin provides structural resilience to cost inflation, funds investment in service quality, and supports long-term margin sustainability.
Negative Factors
Rising Absolute Debt
A near tripling of absolute debt increases financial leverage and interest exposure. Higher debt levels reduce flexibility to pursue growth or absorb shocks, making the business more sensitive to margin pressure or economic downturns over a multi-month horizon.
Read all positive and negative factors
Positive Factors
Negative Factors
High Gross Margin
A sustained ~74% gross margin indicates durable unit economics or low direct costs in last-mile operations. This high contribution margin provides structural resilience to cost inflation, funds investment in service quality, and supports long-term margin sustainability.
Read all positive factors
Last One Mile Co.,Ltd. (9252) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥9.99B
Dividend Yield0.77%
Average Volume (3M)22.35K
Price to Earnings (P/E)9.3
Beta (1Y)0.56
Revenue Growth28.78%
EPS Growth9.97%
CountryJP
Employees313
SectorIndustrials
Sector Strength72
IndustrySpecialty Business Services
Share Statistics
EPS (TTM)409.49
Shares Outstanding2,810,201
10 Day Avg. Volume43,790
30 Day Avg. Volume22,346
Financial Highlights & Ratios
PEG Ratio-0.56
Price to Book (P/B)2.43
Price to Sales (P/S)0.68
P/FCF Ratio7.94
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)436.2
Revenue Forecast (FY)¥20.80B
Last One Mile Co.,Ltd. Business Overview & Revenue Model
Company Description
Last One Mile Co.,Ltd. engages in last mile business in Japan and internationally. The company offers electricity, gas, water delivery, and internet connections. The company also offers tenant move-out and renewal support for real estate companies...
How the Company Makes Money
null...
Last One Mile Co.,Ltd. Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
66
Positive
Cash Flow
74
Positive
| Breakdown | TTM | Aug 2025 | Aug 2024 | Aug 2023 | Aug 2022 | Nov 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 18.93B | 15.51B | 11.77B | 9.43B | 8.73B | 8.32B |
| Gross Profit | 14.11B | 11.02B | 870.51M | 5.96B | 5.30B | 5.23B |
| EBITDA | 2.15B | 1.42B | 1.11B | 354.32M | 19.05M | 311.78M |
| Net Income | 1.11B | 674.03M | 825.43M | 326.68M | -72.62M | 159.22M |
Balance Sheet | ||||||
| Total Assets | 13.16B | 11.19B | 9.78B | 3.90B | 3.07B | 2.79B |
| Cash, Cash Equivalents and Short-Term Investments | 4.28B | 3.14B | 2.72B | 1.29B | 1.14B | 1.27B |
| Total Debt | 3.98B | 3.99B | 4.06B | 1.40B | 736.85M | 438.64M |
| Total Liabilities | 7.83B | 6.83B | 6.43B | 2.45B | 1.95B | 1.55B |
| Stockholders Equity | 5.33B | 4.35B | 3.35B | 1.45B | 1.12B | 1.24B |
Cash Flow | ||||||
| Free Cash Flow | 1.97B | 1.33B | 1.55B | 427.23M | -285.56M | 294.00M |
| Operating Cash Flow | 2.01B | 1.39B | 1.65B | 460.33M | -284.39M | 297.65M |
| Investing Cash Flow | -281.96M | 234.05M | -514.48M | -318.53M | 69.90M | 79.04M |
| Financing Cash Flow | -408.03M | -1.08B | 124.66M | -78.75M | 83.94M | 227.01M |
Last One Mile Co.,Ltd. Technical Analysis
Positive
3595.00
Price Trends
3618.50
Positive
3738.80
Positive
3839.41
Positive
Market Momentum
48.27
Negative
64.89
Neutral
80.82
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9252, the sentiment is Positive. The current price of 3595 is below the 20-day moving average (MA) of 3805.75, below the 50-day MA of 3618.50, and below the 200-day MA of 3839.41, indicating a bullish trend. The MACD of 48.27 indicates Negative momentum. The RSI at 64.89 is Neutral, neither overbought nor oversold. The STOCH value of 80.82 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:9252.
Last One Mile Co.,Ltd. Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | ¥9.99B | 9.33 | ― | 0.67% | 28.78% | 9.97% | |
72 Outperform | ¥15.94B | 16.12 | ― | 1.49% | 0.41% | 6.83% | |
67 Neutral | ¥35.35B | 16.91 | ― | 2.59% | 1.35% | 23.08% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
61 Neutral | ¥18.97B | 36.04 | ― | 1.13% | 3.75% | -30.45% | |
60 Neutral | ¥74.47B | 7.41 | ― | 2.75% | 2.00% | 236.91% | |
56 Neutral | ¥6.25B | 14.90 | ― | 2.29% | 0.75% | -51.32% |
* Industrials Sector Average
JP:9252
Last One Mile Co.,Ltd.
3,895.00
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2.45%
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Last One Mile Co.,Ltd. Corporate Events
Last One Mile Delivers Strong Interim Earnings and Confirms Robust Full-Year Outlook
May 7, 2026
Last One Mile Co., Ltd. reported strong interim results for the six months to February 28, 2026, with sales revenue rising 30.3% year on year to ¥9.66 billion and operating profit jumping 66.8% to ¥1.18 billion. Interim profit attributab...
Last One Mile Clarifies Group Structure and Leadership Roles for Growth
May 7, 2026
Last One Mile Co., Ltd. has outlined its group structure and leadership roles in conjunction with its second-quarter financial reporting for the fiscal year ending August 2026. President and COO Koichi Matsunaga is tasked with reinforcing the core...
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.