Yasuda Logistics Corporation (9324) AI Stock Analysis

• Market Cap: ¥62.79B
• Dividend Yield: 1.61%
• Average Volume (3M): 18.70K
• Price to Earnings (P/E): 20.8
• Beta (1Y): 0.52
• Revenue Growth: 13.48%
• EPS Growth: 34.22%
• Country: JP
• Employees: 2,527
• Sector: Industrials
• Sector Strength: 72
• Industry: Specialty Business Services
• EPS (TTM): 21.29
• Shares Outstanding: 30,360,000
• 10 Day Avg. Volume: 15,640
• 30 Day Avg. Volume: 18,703
• 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: ¥2,361.00
• Price Target Upside: 8.90% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 1

• Rating: 72 Outperform
• Price Target: ¥2,361.00 ▲(8.90% Upside)

Yasuda Logistics Corporation's stock is supported by strong technical indicators and solid financial performance, despite challenges in cash flow management. The valuation is fair, with a moderate P/E ratio and dividend yield. The absence of earnings call data and corporate events does not impact the overall assessment.

Yasuda Logistics Corporation Business Overview & Revenue Model

Company Description

Yasuda Logistics Corporation engages in logistics and real estate businesses in Japan. The company provides delivery services and supply chain solutions; and integrated logistics solutions through distribution centers. It also offers medical logistics services comprising logistics for drugs and quasi-drugs, and medical equipment/reagents/diagnostic drugs; and IT equipment logistics services, which include IT equipment kitting and life cycle services, server relocation services, and IT equipment maintenance and logistics services, as well as archiving and office relocation services. In addition, the company provides international transport services, such as ocean transportation, import/export customs clearance, air transportation, overseas logistics, and offshore trade logistics services. Further, it engages in the real estate business that comprise office and residential leasing services; parking services; re-development and renovation of hotels and commercial facilities; and provision of building maintenance services. Additionally, Yasuda Logistics Corporation sells and leases building facilities and transportation equipment. The company was formerly known as The Yasuda Warehouse Co., Ltd. and changed its name to Yasuda Logistics Corporation in June 2014. Yasuda Logistics Corporation was founded in 1919 and is headquartered in Tokyo, Japan.

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	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	77.92B	75.11B	67.38B	59.75B	53.04B	47.71B
Gross Profit	9.53B	9.14B	8.00B	6.67B	6.40B	6.35B
EBITDA	10.49B	10.07B	9.02B	7.89B	8.15B	7.80B
Net Income	3.01B	2.80B	2.30B	2.25B	2.87B	2.79B
Balance Sheet
Total Assets	208.29B	210.32B	211.66B	166.00B	159.08B	147.10B
Cash, Cash Equivalents and Short-Term Investments	17.44B	20.50B	17.39B	15.14B	18.22B	8.70B
Total Debt	73.78B	74.96B	77.05B	59.29B	56.16B	43.36B
Total Liabilities	113.72B	116.13B	117.86B	88.63B	84.17B	70.87B
Stockholders Equity	94.14B	93.75B	93.41B	76.99B	74.58B	75.94B
Cash Flow
Free Cash Flow	4.92B	7.39B	-6.79B	9.00M	-1.51B	-5.54B
Operating Cash Flow	11.07B	13.01B	5.88B	6.55B	4.71B	3.94B
Investing Cash Flow	-7.31B	-6.82B	-15.77B	-11.89B	-6.86B	-9.76B
Financing Cash Flow	-3.49B	-3.32B	12.03B	2.12B	11.43B	6.66B

Yasuda Logistics Corporation Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 2168.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

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 2168 is above the 20-day moving average (MA) of 2117.45, above the 50-day MA of 2053.92, and above the 200-day MA of 1841.60, indicating a bullish trend. The MACD of 23.11 indicates Negative momentum. The RSI at 63.50 is Neutral, neither overbought nor oversold. The STOCH value of 89.19 is Negative, 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	78 Outperform	10.89B	14.39	3.50%	1.97%	3.59%	3.84%
9307	76 Outperform	15.89B	17.17	5.47%	1.23%	2.95%	6.31%
9313	73 Outperform	5.67B	6.58	7.44%	2.10%	0.16%	100.58%
9325	72 Outperform	13.16B	13.76	23.38%	2.12%	15.85%	16.36%
9324	72 Outperform	¥62.79B	20.85	―	1.61%	13.48%	34.22%
9319	68 Neutral	27.78B	16.29	3.61%	2.46%	4.91%	1.63%
Sector *	63 Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%

Yasuda Logistics Corporation Corporate Events

Yasuda Logistics Reports Strong Financial Growth in Q1 2025

Yasuda Logistics Corporation reported a significant increase in its consolidated financial results for the three months ended June 30, 2025, with a 15.9% rise in operating revenue and a notable 71.8% increase in operating profit compared to the previous year. The company’s strong performance indicates a positive impact on its operations and market position, with implications for stakeholders including potential dividend increases and stable financial health.