Yasuda Logistics Corporation (9324) AI Stock Analysis

• Market Cap: ¥54.33B
• Dividend Yield: 1.87%
• Average Volume (3M): 17.59K
• Price to Earnings (P/E): 19.0
• Beta (1Y): 0.53
• Revenue Growth: 11.47%
• EPS Growth: 21.72%
• Country: JP
• Employees: 2,527
• Sector: Industrials
• Sector Strength: 93
• Industry: Specialty Business Services
• EPS (TTM): 25.69
• Shares Outstanding: 30,360,000
• 10 Day Avg. Volume: 14,910
• 30 Day Avg. Volume: 17,590
• PEG Ratio: 3.44
• Price to Book (P/B): 0.56
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 7.17
• 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: ¥2,038.00
• Price Target Upside: 11.12% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 0

• Rating: 74 Outperform
• Price Target: ¥2,052.00 ▲(11.89%Upside)

Yasuda Logistics Corporation's strong financial performance, characterized by impressive revenue growth and stable profitability, is the most significant factor driving its stock score. Technical analysis presents a mixed outlook, suggesting caution, while moderate valuation metrics provide a balanced perspective for potential investors.

Yasuda Logistics Corporation Business Overview & Revenue Model

Company Description

Yasuda Logistics Corporation (9324) is a Japan-based company that primarily engages in providing comprehensive logistics solutions. The company operates in several sectors, including warehousing, transportation, and real estate. It offers services such as logistics center operations, freight transportation, and property leasing, catering to a wide range of industries.

How the Company Makes Money

Yasuda Logistics Corporation makes money through a diversified revenue model centered around its logistics and real estate operations. The company's key revenue streams include fees from warehousing services, transportation and distribution services, and leasing income from its real estate holdings. Additionally, the company may engage in strategic partnerships and collaborations to enhance service offerings and expand its market reach, further contributing to its earnings. Its logistics services are tailored to meet the needs of various industries, allowing for stable and recurring income from long-term contracts with clients.

Yasuda Logistics Corporation Financial Statement Overview

Summary

Yasuda Logistics Corporation demonstrates solid financial performance with impressive revenue growth and improving profitability margins. The balance sheet is stable, with balanced leverage and strong equity. Cash flow generation shows significant improvement, although historical fluctuations necessitate cautious monitoring.

Income Statement

Yasuda Logistics Corporation shows strong growth with a substantial increase in total revenue over the past years, reaching 75.1 billion JPY in 2025 from 46.6 billion JPY in 2020. The Gross Profit Margin for 2025 is approximately 12.17%, and Net Profit Margin is 3.73%, indicating efficiency in managing expenses relative to revenue. The EBIT Margin is 4.68% and EBITDA Margin is 13.41%, reflecting steady operational profitability. The revenue growth rate from 2024 to 2025 is 11.45%, indicating robust sales growth.

Balance Sheet

The balance sheet reflects a stable financial structure with a Debt-to-Equity Ratio of 0.8 in 2025, indicating balanced leverage. Return on Equity (ROE) is 2.99%, showing moderate returns on shareholders' equity. The Equity Ratio is 44.56%, suggesting a strong equity position relative to total assets. The company maintains a healthy level of cash and short-term investments, supporting liquidity.

Cash Flow

Free Cash Flow rebounded significantly in 2025 to 7.39 billion JPY from a negative position in 2024, highlighting improved cash generation. Operating Cash Flow to Net Income Ratio is 4.64, indicating strong cash generation relative to net income. The Free Cash Flow to Net Income Ratio is 2.64, showcasing effective cash utilization. However, past fluctuations in free cash flow growth indicate potential volatility.

Breakdown	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement
Total Revenue	75.11B	67.38B	59.75B	53.04B	47.71B
Gross Profit	9.14B	8.00B	6.67B	6.40B	6.35B
EBITDA	10.07B	9.02B	7.89B	8.15B	7.80B
Net Income	2.80B	2.30B	2.25B	2.87B	2.79B
Balance Sheet
Total Assets	210.32B	211.66B	166.00B	159.08B	147.10B
Cash, Cash Equivalents and Short-Term Investments	20.50B	17.39B	15.14B	18.22B	8.70B
Total Debt	74.96B	77.05B	59.29B	56.16B	43.36B
Total Liabilities	116.13B	117.86B	88.63B	84.17B	70.87B
Stockholders Equity	93.75B	93.41B	76.99B	74.58B	75.94B
Cash Flow
Free Cash Flow	7.39B	-6.79B	9.00M	-1.51B	-5.54B
Operating Cash Flow	13.01B	5.88B	6.55B	4.71B	3.94B
Investing Cash Flow	-6.82B	-15.77B	-11.89B	-6.86B	-9.76B
Financing Cash Flow	-3.32B	12.03B	2.12B	11.43B	6.66B

Yasuda Logistics Corporation Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 1834.00
• 50DMA: Negative
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9324, the sentiment is Positive. The current price of 1834 is above the 20-day moving average (MA) of 1817.40, below the 50-day MA of 1837.40, and above the 200-day MA of 1740.70, indicating a neutral trend. The MACD of -1.46 indicates Negative momentum. The RSI at 53.29 is Neutral, neither overbought nor oversold. The STOCH value of 28.74 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:9324.

Yasuda Logistics Corporation Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
9322	81 Outperform	¥8.80B	11.78		2.41%	2.20%	-6.32%
9325	80 Outperform	¥12.11B	13.23		2.30%	14.84%	7.57%
9319	80 Outperform	¥26.39B	16.33		2.52%	5.01%	-5.30%
9307	76 Outperform	¥12.98B	13.71		1.50%	3.54%	6.14%
9324	74 Outperform	¥54.33B	18.96		1.87%	11.47%	21.72%
9313	72 Outperform	¥5.07B	5.88		2.35%	0.16%	100.58%
Sector *	65 Neutral	$11.05B	15.76	5.13%	1.92%	3.11%	-24.90%

Yasuda Logistics Corporation Corporate Events

Yasuda Logistics Unveils Ambitious FY2025–FY2027 Management Plan

Yasuda Logistics Corporation has announced its Medium-Term Management Plan for FY2025–FY2027, aiming to exceed customer and societal expectations through technological evolution and network expansion. The plan outlines strategies to enhance productivity, promote sustainability, and strengthen governance, with financial targets set for operating revenue, profit, and return on equity by 2028.

Yasuda Logistics Announces Executive Officer Change

Yasuda Logistics Corporation announced a change in its executive leadership, with Mamoru Oohara being appointed as Executive Officer and President of Orient Service Co., Ltd., effective June 13, 2025. This change reflects the company’s strategic adjustments in its management team, potentially impacting its operational dynamics and stakeholder relations.

Yasuda Logistics Proposes Increased Year-End Dividend

Yasuda Logistics Corporation has announced a proposal to increase its year-end dividend from ¥15 to ¥20 per share, reflecting its commitment to shareholder returns and progressive dividends. This decision, based on the company’s positive business results, will be submitted for approval at the upcoming General Meeting of Shareholders, and if approved, will result in an annual dividend of ¥35 per share.

Yasuda Logistics Reports Robust Financial Growth and Increased Dividends

Yasuda Logistics Corporation reported a significant increase in its financial performance for the fiscal year ended March 31, 2025, with operating revenue rising by 11.5% and operating profit by 32.9%. The company also announced an increase in dividends, reflecting its strong financial position and commitment to shareholder returns.