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Yasuda Logistics Corporation (JP:9324)
:9324
Japanese Market

Yasuda Logistics Corporation (9324) AI Stock Analysis

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JP:9324

Yasuda Logistics Corporation

(9324)

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Neutral 66 (OpenAI - 5.2)
Rating:66Neutral
Price Target:
¥2,544.00
▲(15.58% Upside)
Action:DowngradedDate:02/05/26
The score is primarily driven by strong recent revenue growth and improving profitability, but is held back by low ROE and inconsistent/weak free cash flow conversion. Technicals are supportive with a clear uptrend and positive momentum, while valuation is reasonable but not compelling given the mid-range P/E and moderate dividend yield.
Positive Factors
Revenue Growth
A 141% TTM revenue surge reflects substantial demand expansion and stronger market traction. Over a 2–6 month horizon this supports scale benefits, contract leverage, and reinvestment capacity, strengthening competitive positioning if growth persists and is operationally absorbed.
Negative Factors
Low Return on Equity
ROE near 3.4% signals limited effectiveness in converting equity into profits despite revenue gains. Persistently low ROE implies inefficient capital deployment or weak pricing power, constraining long-term shareholder value creation and making equity-funded growth less accretive.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth
A 141% TTM revenue surge reflects substantial demand expansion and stronger market traction. Over a 2–6 month horizon this supports scale benefits, contract leverage, and reinvestment capacity, strengthening competitive positioning if growth persists and is operationally absorbed.
Read all positive factors

Yasuda Logistics Corporation (9324) vs. iShares MSCI Japan ETF (EWJ)

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 logis...
How the Company Makes Money
Yasuda Logistics Corporation generates revenue through multiple key streams. The primary source of income comes from its logistics services, which include freight forwarding, transportation, and warehousing solutions. The company charges fees for ...

Yasuda Logistics Corporation Financial Statement Overview

Summary
Strong TTM revenue growth (+141.1%) with improved profitability versus FY2025, but margins remain modest and below prior peaks. Balance sheet leverage is moderate (D/E ~0.75) with low ROE (~3.4%), and cash flow quality is a key constraint given modest/declining FCF (FCF growth -18.7%) and weak FCF-to-net-income (~0.20x) with historical volatility.
Income Statement
74
Positive
Balance Sheet
63
Positive
Cash Flow
55
Neutral
BreakdownTTMMar 2025Mar 2024Mar 2023Mar 2022Mar 2021
Income Statement
Total Revenue80.27B75.11B67.38B59.76B53.04B47.71B
Gross Profit9.92B9.14B7.52B6.48B6.22B6.21B
EBITDA9.25B8.87B7.28B6.28B6.45B6.58B
Net Income3.80B2.80B2.31B2.25B2.87B2.79B
Balance Sheet
Total Assets225.21B210.32B211.91B166.78B159.08B147.10B
Cash, Cash Equivalents and Short-Term Investments19.55B20.50B17.39B15.14B18.22B8.70B
Total Debt76.19B76.32B78.08B60.12B57.12B43.86B
Total Liabilities122.56B116.13B118.11B89.38B84.16B70.86B
Stockholders Equity102.22B93.75B93.41B76.99B74.58B75.94B
Cash Flow
Free Cash Flow2.32B7.39B-6.63B760.00M-1.22B-5.28B
Operating Cash Flow11.48B13.01B5.88B6.55B4.71B3.94B
Investing Cash Flow-9.60B-6.82B-15.77B-11.89B-6.86B-9.76B
Financing Cash Flow2.43B-3.32B12.03B2.12B11.43B6.66B

Yasuda Logistics Corporation Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price2201.00
Price Trends
50DMA
2393.42
Negative
100DMA
2291.49
Positive
200DMA
2137.82
Positive
Market Momentum
MACD
10.66
Negative
RSI
48.29
Neutral
STOCH
42.19
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9324, the sentiment is Neutral. The current price of 2201 is below the 20-day moving average (MA) of 2378.03, below the 50-day MA of 2393.42, and above the 200-day MA of 2137.82, indicating a neutral trend. The MACD of 10.66 indicates Negative momentum. The RSI at 48.29 is Neutral, neither overbought nor oversold. The STOCH value of 42.19 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:9324.

Yasuda Logistics Corporation Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
¥17.66B15.741.49%1.23%0.12%
68
Neutral
¥10.25B7.540.67%31.76%-25.89%
66
Neutral
¥68.85B12.142.18%12.03%30.12%
65
Neutral
¥40.92B18.512.59%4.02%18.12%
65
Neutral
¥18.39B30.651.13%3.37%9.00%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
56
Neutral
¥6.21B19.212.29%0.08%105.25%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:9324
Yasuda Logistics Corporation
2,377.00
753.67
46.43%
JP:9252
Last One Mile Co.,Ltd.
3,960.00
177.99
4.71%
JP:9307
Sugimura Warehouse Co., Ltd.
1,080.00
378.62
53.98%
JP:9313
Maruhachi Warehouse Company Limited
1,042.00
232.02
28.65%
JP:9319
Chuo Warehouse Co., Ltd.
2,157.00
795.01
58.37%
JP:9322
Kawanishi Warehouse Co., Ltd.
2,405.00
1,439.16
149.01%

Yasuda Logistics Corporation Corporate Events

Yasuda Logistics to Book ¥1.8 Billion Extraordinary Gain from Sale of Investment Securities
Feb 3, 2026
Yasuda Logistics Corporation has resolved to sell a portion of its listed investment securities as part of its medium-term management plan, which aims to strengthen its capital policy to support sustainable growth, maintain financial soundness, an...
Yasuda Logistics Lifts Earnings and Dividend Forecasts on Strong Logistics and Real Estate Performance
Feb 3, 2026
Yasuda Logistics Corporation has revised upward its full-year consolidated forecast for the fiscal year ending March 31, 2026, projecting operating revenue of ¥80 billion and a sharp increase in profit attributable to owners of parent to &#16...
Yasuda Logistics Lifts Profit Outlook and Dividends After Strong Nine-Month Earnings
Feb 3, 2026
Yasuda Logistics reported strong consolidated results for the nine months ended 31 December 2025, with operating revenues up 9.3% year on year to ¥60.36 billion and profit attributable to owners of the parent surging 48.3% to ¥3.05 billi...
Yasuda Logistics Announces Passing of Outside Director
Nov 18, 2025
Yasuda Logistics Corporation announced the passing and subsequent resignation of Haruko Shudo, an Outside Director and Independent Officer, on November 9, 2025. Despite this loss, the company remains compliant with legal and corporate governance r...
Yasuda Logistics to Acquire TEIJIN LOGISTICS, Expanding Network and Services
Nov 14, 2025
Yasuda Logistics Corporation has announced its decision to acquire shares of TEIJIN LOGISTICS CO., LTD., making it a subsidiary. This strategic move is part of Yasuda’s long-term vision and mid-term management plan to expand its logistics ne...
Yasuda Logistics Reports Strong Financial Growth and Increased Dividends
Nov 5, 2025
Yasuda Logistics Corporation reported a significant increase in its financial performance for the first half of 2025, with operating revenues rising by 11.2% and profit attributable to owners of the parent increasing by 28.3% compared to the previ...
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.Date of analysis: Feb 05, 2026