AIT Corporation (9381) AI Stock Analysis

• Market Cap: ¥41.07B
• Dividend Yield: 4.58%
• Average Volume (3M): 20.26K
• Price to Earnings (P/E): 13.5
• Beta (1Y): 0.60
• Revenue Growth: 8.25%
• EPS Growth: 1.94%
• Country: JP
• Employees: 1,198
• Sector: Industrials
• Sector Strength: 85
• Industry: Integrated Freight & Logistics
• EPS (TTM): 23.85
• Shares Outstanding: 23,913,600
• 10 Day Avg. Volume: 23,100
• 30 Day Avg. Volume: 20,263
• PEG Ratio: 0.18
• Price to Book (P/B): 2.20
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 6.94
• 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: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0

• Rating: 75 Outperform
• Price Target: ―

AIT Corporation exhibits strong financial health with consistent revenue growth and profitability, supported by a robust balance sheet. The technical analysis indicates a positive trend in the stock's price movement. Additionally, the stock's attractive valuation and high dividend yield provide further investment appeal. While there are no significant earnings call highlights or corporate events impacting the score, the company's solid fundamentals make it a compelling investment opportunity.

AIT Corporation Business Overview & Revenue Model

Company Description

AIT Corporation operates as an integrated logistics company in China and Southeast Asia. The company provides marine and air freight forwarding, motor truck and railroad cargo forwarding, coastal freight forwarding, airfreight agency, customs clearance, warehousing, ship brokerage, and nonlife insurance agency services. It also sells and imports/exports containers and other transportation equipment; and clothing, chemicals, electromechanical parts, daily necessities, exterior products, food products, medicines, and automotive supplies. AIT Corporation was incorporated in 1988 and is headquartered in Osaka, Japan.

How the Company Makes Money

AIT Corporation generates revenue through multiple streams, primarily focusing on the sale of software products and IT consulting services. The company develops bespoke software solutions tailored to the specific needs of its clients, which include businesses from sectors such as finance, healthcare, and manufacturing. Additionally, AIT Corporation offers consulting services that help organizations implement and optimize technology solutions to improve their business processes. The company also engages in strategic partnerships with other technology firms to expand its service offerings and reach new markets, thereby driving additional revenue growth.

AIT Corporation Financial Statement Overview

Summary

AIT Corporation demonstrates a solid financial standing with consistent revenue growth, strong profitability, and a robust balance sheet. The company effectively manages its debt levels and generates healthy cash flows. Opportunities exist for optimizing cash management to further enhance financial stability.

Income Statement

AIT Corporation's income statement shows solid profitability with a gross profit margin ranging from 15% to 20% over the years. Net profit margins have been consistent, averaging around 5% to 7%. Revenue growth is stable, with a slight dip in 2023 but overall positive trajectory. The EBIT and EBITDA margins indicate efficient operations, supporting profitability.

Balance Sheet

The balance sheet is strong with a low debt-to-equity ratio, reflecting prudent financial management. AIT Corporation maintains a high equity ratio, indicating a solid equity base compared to total assets. The return on equity is healthy, demonstrating effective utilization of shareholder funds. The company's liquidity position is robust, with significant cash reserves.

Cash Flow

Cash flow analysis reveals strong free cash flow generation, with a positive growth trend in recent years. Operating cash flow consistently exceeds net income, suggesting quality earnings. However, significant capital expenditures and fluctuating investing cash flows highlight potential areas for improvement in cash management.

Breakdown
TTM	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement		Total Revenue
53.82B	55.64B	51.40B	69.46B	59.93B	45.80B
	Gross Profit
10.13B	10.10B	10.22B	11.24B	9.68B	8.20B
	EBIT
4.12B	4.08B	4.33B	5.29B	3.58B	2.30B
	EBITDA
4.72B	5.27B	5.06B	6.06B	4.33B	3.17B
	Net Income Common Stockholders
3.00B	3.05B	2.99B	3.68B	2.37B	1.73B
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
12.52B	14.08B	14.50B	15.37B	12.65B	10.65B
	Total Assets
25.29B	25.54B	23.87B	24.89B	23.52B	21.63B
	Total Debt
0.00	221.00M	292.00M	1.70B	2.70B	3.70B
	Net Debt
-12.52B	-13.86B	-14.21B	-13.67B	-9.95B	-6.95B
	Total Liabilities
6.78B	6.06B	6.02B	8.29B	9.38B	9.40B
	Stockholders Equity
18.14B	19.05B	17.51B	16.32B	13.93B	12.02B
Cash Flow		Free Cash Flow
0.00	3.15B	3.06B	5.18B	3.72B	1.45B
	Operating Cash Flow
0.00	3.23B	3.17B	5.32B	3.77B	1.52B
	Investing Cash Flow
0.00	-1.88B	-201.00M	167.00M	396.00M	-300.59M
	Financing Cash Flow
0.00	-2.11B	-4.06B	-2.81B	-2.20B	-1.99B

AIT Corporation Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 1748.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9381, the sentiment is Positive. The current price of 1748 is above the 20-day moving average (MA) of 1742.05, above the 50-day MA of 1713.10, and above the 200-day MA of 1680.77, indicating a bullish trend. The MACD of 8.69 indicates Positive momentum. The RSI at 54.04 is Neutral, neither overbought nor oversold. The STOCH value of 36.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:9381.

AIT Corporation Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
9381	75 Outperform	¥41.07B	13.48		4.58%	8.25%	1.94%
Sector *	66 Neutral	$4.47B	12.21	5.40%	3.65%	4.14%	-12.00%
I4W		€181.14M	5.94	14.54%	6.52%	―	―
9310	81 Outperform	¥65.59B	10.65		4.41%	1.80%	32.12%
9306	80 Outperform	¥10.84B	8.16		3.72%	4.70%	8.97%
9384	80 Outperform	¥39.38B	12.97		2.22%	23.40%	10.23%
9304	71 Outperform	¥59.91B	11.69		4.06%	7.09%	36.98%

AIT Corporation Corporate Events

AIT Corporation Reports Financial Results of Affiliated Company LOGISTEED

AIT Corporation has announced the financial results for LOGISTEED, Ltd., a non-listed affiliated company, for the fiscal year ending March 31, 2025. This announcement provides stakeholders with insights into the financial health of LOGISTEED, potentially impacting AIT Corporation’s strategic decisions and market positioning.

AIT Corporation Announces Key Personnel Change to Boost Overseas Operations

AIT Corporation announced a personnel change with Toshiya Katsuki being appointed as Managing Director in charge of Overseas Business and General Manager of the President’s Office, effective June 1, 2025. This change is part of the company’s strategic efforts to strengthen its international operations and enhance its management structure.

AIT Corporation to Receive Dividends from Subsidiary

AIT Corporation announced that its subsidiary, Nisshin Transportation Co., Ltd., will distribute dividends amounting to 500 million yen, which AIT will receive. This dividend will be recorded as non-operating income in AIT’s non-consolidated financial results for the fiscal year ending February 28, 2026, with no impact on the consolidated financial results.

AIT Corporation Strengthens Alliance with LOGISTEED, Ltd.

AIT Corporation has announced changes in its controlling shareholders, highlighting its relationship with LOGISTEED, Ltd., which holds 20.50% of its voting rights. The capital and business alliance with LOGISTEED, Ltd. aims to strengthen the business foundation, enhance corporate value, and improve service delivery in the logistics sector. This alliance is expected to bolster AIT Corporation’s competitive positioning both domestically and internationally, without compromising its management independence.

AIT Corporation Revises Director Election Proposal

AIT Corporation announced a revision to its proposal for the election of directors, reducing the number of candidates from ten to nine due to the withdrawal of Hiroshi Nagata for personal reasons. This change will be presented at the upcoming 38th Annual General Meeting of Shareholders, reflecting the company’s adaptability in its governance structure.

AIT Corporation Proposes Amendments to Strengthen Management Structure

AIT Corporation announced proposed amendments to its Articles of Incorporation, including increasing the number of directors and creating a new Chairperson position to enhance management flexibility. These changes, along with the re-election of ten directors, are intended to strengthen the company’s governance and operational capabilities, potentially impacting its strategic positioning in the logistics sector.

AIT Corporation Announces Consistent Dividend Payout

AIT Corporation announced a resolution to pay dividends of surplus, with a record date of February 28, 2025, maintaining a dividend per share of 40.00 yen, consistent with the previous fiscal year. This decision reflects the company’s stable financial performance and commitment to shareholder returns, with the total dividend amounting to 939 million yen, to be approved at the upcoming Annual General Meeting.