Yasuda Logistics Corporation (JP:9324)
:9324
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Yasuda Logistics Corporation
(9324)
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Rating:60Neutral
Price Target:
¥2,399.00
▲(9.00% Upside)
Action:Reiterated
Date:05/09/26
The score is driven primarily by mixed financial performance (notable FY2026 revenue decline and volatile free cash flow despite an adequate equity base). Valuation is a supportive offset (moderate P/E and ~3% yield), while technical indicators remain weak with bearish trend signals.
Positive Factors
Solid equity base
A sizable equity base (¥94B–¥108B) provides durable capital support for asset expansion and working-capital needs. This equity cushion improves resilience to cyclical shocks, supports long-term contract fulfillment and borrowing capacity, and underpins strategic investments without immediate dilution.
Negative Factors
Sharp FY2026 revenue decline
A nearly 30% revenue drop in FY2026 represents a material reversal of prior growth and raises questions about contract retention, pricing power, or demand persistence. Such a structural revenue shock can erode operating scale, compress margins, and weaken long-run investment plans if recovery is slow.
Read all positive and negative factors
Positive Factors
Negative Factors
Solid equity base
A sizable equity base (¥94B–¥108B) provides durable capital support for asset expansion and working-capital needs. This equity cushion improves resilience to cyclical shocks, supports long-term contract fulfillment and borrowing capacity, and underpins strategic investments without immediate dilution.
Read all positive factors
Yasuda Logistics Corporation (9324) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥68.38B
Dividend Yield2.18%
Average Volume (3M)21.03K
Price to Earnings (P/E)10.3
Beta (1Y)0.66
Revenue Growth6.54%
EPS Growth140.15%
CountryJP
Employees2,527
SectorIndustrials
Sector Strength72
IndustrySpecialty Business Services
Share Statistics
EPS (TTM)232.32
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 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
null...
Yasuda Logistics Corporation Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
58
Neutral
Cash Flow
54
Neutral
| Breakdown | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 80.03B | 75.11B | 67.38B | 59.76B | 53.04B |
| Gross Profit | 10.08B | 9.14B | 7.52B | 6.48B | 6.22B |
| EBITDA | 4.29B | 8.87B | 7.28B | 6.28B | 6.45B |
| Net Income | 6.73B | 2.80B | 2.31B | 2.25B | 2.87B |
Balance Sheet | |||||
| Total Assets | 234.05B | 210.32B | 211.91B | 166.78B | 159.08B |
| Cash, Cash Equivalents and Short-Term Investments | 27.75B | 20.50B | 17.39B | 15.14B | 18.22B |
| Total Debt | 78.63B | 76.32B | 78.08B | 60.12B | 57.12B |
| Total Liabilities | 125.64B | 116.13B | 118.11B | 89.38B | 84.16B |
| Stockholders Equity | 107.97B | 93.75B | 93.41B | 76.99B | 74.58B |
Cash Flow | |||||
| Free Cash Flow | 1.47B | 7.39B | -6.63B | 760.00M | -1.22B |
| Operating Cash Flow | 8.98B | 13.01B | 5.88B | 6.55B | 4.71B |
| Investing Cash Flow | -3.37B | -6.82B | -15.77B | -11.89B | -6.86B |
| Financing Cash Flow | 1.69B | -3.32B | 12.03B | 2.12B | 11.43B |
Yasuda Logistics Corporation Technical Analysis
Positive
2201.00
Price Trends
2334.26
Positive
2322.53
Positive
2207.01
Positive
Market Momentum
-13.86
Negative
55.54
Neutral
51.48
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 2201 is below the 20-day moving average (MA) of 2283.30, below the 50-day MA of 2334.26, and below the 200-day MA of 2207.01, indicating a bullish trend. The MACD of -13.86 indicates Negative momentum. The RSI at 55.54 is Neutral, neither overbought nor oversold. The STOCH value of 51.48 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
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
70 Outperform | ¥17.25B | 16.51 | ― | 1.49% | 0.06% | 5.50% | |
69 Neutral | ¥9.77B | 6.54 | ― | 0.67% | 27.29% | -12.87% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
61 Neutral | ¥34.13B | 18.14 | ― | 2.59% | 0.68% | 33.74% | |
60 Neutral | ¥68.38B | 10.29 | ― | 2.18% | 6.54% | 140.15% | |
56 Neutral | ¥6.17B | 16.24 | ― | 2.29% | -0.18% | -65.47% | |
54 Neutral | ¥16.73B | 30.45 | ― | 1.13% | 3.36% | -15.06% |
* Industrials Sector Average
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Yasuda Logistics Corporation Corporate Events
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% ...
Yasuda Logistics Reports Initial Progress on Share Buyback Program
Apr 3, 2026
Yasuda Logistics Corporation has reported progress on its share buyback program authorized by its board in February 2026, repurchasing 92,500 common shares on the Tokyo Stock Exchange between March 4 and March 31 for a total of 222,351,000 yen. Th...
Yasuda Logistics Advances Staged Acquisition of Teijin Logistics Stake
Mar 31, 2026
Yasuda Logistics Corporation has resolved to acquire a portion of the issued shares of TEIJIN LOGISTICS CO., LTD., moving ahead with a staged transaction previously announced in 2025. By completing this partial acquisition, which is timed to accom...
Yasuda Logistics Overhauls Board and Executive Lineup in 2026 Reorganization
Feb 27, 2026
Yasuda Logistics Corporation announced a broad reshuffle of its leadership, including board and executive changes approved by the Board of Directors on February 27, 2026. Director and Senior Managing Executive Officer Hiroyuki Muto will resign fro...
Yasuda Logistics Sets ¥1 Billion Share Buyback Window After Secondary Offering
Feb 24, 2026
Yasuda Logistics Corporation has set the period for its previously announced share repurchase program, scheduling buybacks from March 4, 2026 through February 26, 2027. The program authorizes the repurchase of up to 550,000 common shares, or about...
Yasuda Logistics Sets Pricing Terms for Secondary Share Offering
Feb 24, 2026
Yasuda Logistics Corporation has set the terms for a secondary offering of its common stock, confirming a selling price of 2,481 yen per share in a transaction underwritten by securities firms. The total selling amount for this main tranche is app...
Yasuda Logistics Confirms Strong Nine-Month Results After Auditor Review
Feb 16, 2026
Yasuda Logistics reported strong consolidated results for the nine months ended December 31, 2025, with operating revenues rising 9.3% year on year to ¥60.36 billion and profit attributable to owners of parent surging 48.3% to ¥3.05 bill...
Yasuda Logistics Launches ¥1 Billion Share Buyback Program
Feb 16, 2026
Yasuda Logistics Corporation’s board has approved a share repurchase program of up to 550,000 common shares, representing about 1.9% of its outstanding stock, with a maximum total purchase amount of ¥1 billion. The buyback, to be execut...
Yasuda Logistics Plans Large Secondary Share Offering by Major Shareholders
Feb 16, 2026
Yasuda Logistics Corporation has approved a secondary offering of 2,887,600 existing common shares to be sold by several major shareholders, including Sompo Japan Insurance, Taisei Corporation, Tokio Marine Nichido Fire Insurance, Nichirei, Aomor...
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.