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Yasuda Logistics Corporation
(9324)
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Rating:60Neutral
Price Target:
¥2,551.00
▲(0.20% Upside)
Action:Reiterated
Date:08/05/26
The score is held back mainly by weak cash-flow quality and a sharp TTM revenue growth decline, despite improved profitability and a moderately improving balance sheet. Technicals are mixed/neutral, while valuation (low P/E and ~2.75% yield) provides the primary support to the overall rating.
Positive Factors
Improved profitability
Net margin improving to about 8.4% represents a durable uplift in operating efficiency and pricing power versus prior years. Higher margins increase earnings resilience to revenue swings, support internal reinvestment and debt servicing capacity, and improve long-run cash generation potential.
Negative Factors
Weak free cash flow & conversion
Very low free cash flow and weak cash conversion (OCF only ~0.41x of net income) reduce financial flexibility to sustain dividends, buybacks or rapid deleveraging. This dependency on working-capital and capex timing raises risk that reported earnings won't reliably translate into durable cash available to stakeholders.
Read all positive and negative factors
Positive Factors
Negative Factors
Improved profitability
Net margin improving to about 8.4% represents a durable uplift in operating efficiency and pricing power versus prior years. Higher margins increase earnings resilience to revenue swings, support internal reinvestment and debt servicing capacity, and improve long-run cash generation potential.
Read all positive factors
Yasuda Logistics Corporation (9324) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥71.66B
Dividend Yield2.83%
Average Volume (3M)21.03K
Price to Earnings (P/E)7.1
Beta (1Y)0.61
Revenue Growth2.00%
EPS Growth236.91%
CountryJP
Employees2,581
SectorGeneral
Sector StrengthN/A
IndustrySpecialty Business Services
Share Statistics
EPS (TTM)350.35
Shares Outstanding30,360,000
10 Day Avg. Volume29,340
30 Day Avg. Volume21,030
Financial Highlights & Ratios
PEG Ratio0.07
Price to Book (P/B)0.64
Price to Sales (P/S)0.86
P/FCF Ratio47.15
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)N/A
Revenue Forecast (FY)N/A
Yasuda Logistics Corporation Business Overview & Revenue Model
Company Description
Yasuda Logistics Corporation, a Japanese enterprise, specializes in delivering comprehensive logistics and real estate services. Its extensive logistics operations cover a broad spectrum of offerings, from general delivery and end-to-end supply ch...
How the Company Makes Money
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Yasuda Logistics Corporation Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
64
Positive
Cash Flow
41
Neutral
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 79.48B | 80.03B | 75.11B | 67.38B | 59.76B | 53.04B |
| Gross Profit | 10.24B | 10.08B | 9.14B | 7.52B | 6.48B | 6.22B |
| EBITDA | 9.42B | 9.30B | 8.87B | 7.28B | 6.28B | 6.45B |
| Net Income | 10.12B | 6.73B | 2.80B | 2.31B | 2.25B | 2.87B |
Balance Sheet | ||||||
| Total Assets | 226.35B | 234.05B | 210.32B | 211.91B | 166.78B | 159.08B |
| Cash, Cash Equivalents and Short-Term Investments | 25.84B | 27.75B | 20.50B | 17.39B | 15.14B | 18.22B |
| Total Debt | 77.55B | 78.63B | 76.32B | 78.08B | 60.12B | 57.12B |
| Total Liabilities | 121.64B | 125.64B | 116.13B | 118.11B | 89.38B | 84.16B |
| Stockholders Equity | 104.24B | 107.97B | 93.75B | 93.41B | 76.99B | 74.58B |
Cash Flow | ||||||
| Free Cash Flow | 1.09B | 1.47B | 7.39B | -6.63B | 760.00M | -1.22B |
| Operating Cash Flow | 8.44B | 8.98B | 13.01B | 5.88B | 6.55B | 4.71B |
| Investing Cash Flow | -3.88B | -3.37B | -6.82B | -15.77B | -11.89B | -6.86B |
| Financing Cash Flow | 545.00M | 1.69B | -3.32B | 12.03B | 2.12B | 11.43B |
Yasuda Logistics Corporation Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | ¥9.90B | 9.23 | ― | 0.67% | 28.78% | 9.97% | |
72 Outperform | ¥16.17B | 16.36 | ― | 1.49% | 0.41% | 6.83% | |
61 Neutral | ¥32.08B | 14.90 | ― | 2.59% | 0.68% | 34.27% | |
60 Neutral | ¥71.66B | 7.06 | ― | 2.75% | 2.00% | 236.91% | |
56 Neutral | ¥6.28B | 14.96 | ― | 2.29% | 0.75% | -51.32% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
54 Neutral | ¥18.54B | 29.33 | ― | 1.13% | 3.36% | -15.06% |
* General Sector Average
JP:9324
Yasuda Logistics Corporation
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Yasuda Logistics Corporation Corporate Events
Yasuda Logistics Posts Profit Surge but Lowers Full-Year Earnings Outlook
Aug 4, 2026
Yasuda Logistics reported operating revenues of ¥19.9 billion for the three months ended June 30, 2026, down 2.7% year on year, while operating profit was flat and ordinary profit rose 6.6%. Profit attributable to owners of the parent jumped ...
Yasuda Logistics Lifts Interim Profit Forecast on Extraordinary Investment Gain
Aug 4, 2026
Yasuda Logistics Corporation, a Tokyo Stock Exchange Prime Market-listed logistics provider, continues to derive steady operating and ordinary profits from its core logistics services, with first-half operating revenue consistently around ¥40...
Yasuda Logistics Nears Full Use of ¥1 Billion Share Buyback Authorization
Jul 30, 2026
Yasuda Logistics Corporation has completed a share repurchase program authorized by its board on February 16, 2026, buying back 154,900 common shares for 394,636,700 yen between July 1 and July 29 via market purchases on the Tokyo Stock Exchange. ...
Yasuda Logistics Reports Progress on Share Buyback Program
Jul 3, 2026
Yasuda Logistics Corporation has reported progress on its ongoing share repurchase program authorized by its board in February 2026. Between June 1 and June 30, 2026, the company bought back 49,400 common shares on the Tokyo Stock Exchange for a t...
Yasuda Logistics Reports Progress on Share Buyback Program
Jun 3, 2026
Yasuda Logistics has reported the progress of its ongoing share repurchase program authorized by its board in February 2026. Between May 1 and May 31, 2026, the company bought back 64,200 common shares on the Tokyo Stock Exchange at a total cost o...
Yasuda Logistics to Book ¥5.0 Billion Extraordinary Gain from Sale of Hulic Shares
May 22, 2026
Yasuda Logistics Corporation has announced it will record an extraordinary gain from the sale of part of its shareholding in Hulic Co., Ltd., following its participation as a selling shareholder in Hulic’s secondary offering. The company is ...
Yasuda Logistics to Sell Hulic Shares as Part of Growth-Focused Capital Strategy
May 21, 2026
Yasuda Logistics Corporation has resolved to sell 3,108,000 common shares of Hulic Co., Ltd., participating as a selling shareholder in Hulic’s secondary offering in international markets. The transaction forms part of Yasuda Logistics’...
Yasuda Logistics Posts Profit Surge and Doubles Dividend While Issuing Cautious Outlook
May 8, 2026
Yasuda Logistics reported consolidated net sales of ¥80.0 billion for the year ended March 31, 2026, up 6.5%, with operating profit rising 22.0% to ¥4.3 billion and profit attributable to owners of the parent surging 140.1% to ¥6.7 ...
Yasuda Logistics Reports Progress on Share Buyback Program
May 8, 2026
Yasuda Logistics Corporation has reported progress on its ongoing share repurchase program authorized by its Board of Directors in February 2026. Between April 1 and April 30, 2026, the company bought back 52,300 common shares through market purch...
Yasuda Logistics Moves to Scrap Anti-Takeover Measures and Loosen Board Chair Rules
May 8, 2026
Yasuda Logistics Corporation plans to amend its Articles of Incorporation, following a Board decision on May 8, 2026, to abolish existing countermeasures against large-scale purchases of its shares. The move, to be put before shareholders at the J...
Yasuda Logistics to Scrap Takeover Defense as Mid-Term Plan Advances
May 8, 2026
Yasuda Logistics Corporation will abolish its large-scale share purchase measures, a so-called takeover defense plan, when the current scheme expires at the conclusion of its 158th annual general meeting on June 25, 2026. The plan, originally intr...
Yasuda Logistics Revamps Top Leadership to Strengthen Governance
May 8, 2026
Yasuda Logistics Corporation has announced changes to its representative directors following a May 8, 2026 board resolution, with the formal appointments to be finalized at the June 2026 Annual General Meeting of Shareholders. The reshuffle is des...
Yasuda Logistics Doubles Annual Dividend on Strong FY2026 Results
May 8, 2026
Yasuda Logistics Corporation has proposed an increase in its year-end dividend for the fiscal year ended March 31, 2026, raising the planned payout from ¥39 to ¥41 per share, subject to approval at the 158th Annual General Meeting of Sha...
Yasuda Logistics Posts Sharp Profit Surge and Strengthens Financial Base in FY2026
May 8, 2026
Yasuda Logistics Corporation reported consolidated net sales of ¥80.0 billion for the fiscal year ended March 31, 2026, up 6.5% from the prior year, with operating profit rising 22.0% to ¥4.3 billion and ordinary profit increasing 17.0% ...
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.