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Mie Kotsu Group Holdings, Inc. (JP:3232)
:3232
Japanese Market
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Mie Kotsu Group Holdings, Inc. (3232) AI Stock Analysis

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JP:3232

Mie Kotsu Group Holdings, Inc.

(3232)

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Outperform 70 (OpenAI - 5.2)
Rating:70Outperform
Price Target:
¥608.00
▲(12.59% Upside)
Action:Upgraded
Date:08/17/26
Overall score is driven primarily by improving financial performance but constrained by elevated leverage and, most importantly, recently negative free cash flow. Technicals are mildly supportive with price above key moving averages and neutral momentum. Valuation is a clear positive due to the low P/E and solid dividend yield.
Positive Factors
Sustained Revenue and Profit Recovery
Multi-year revenue growth and a durable return to profitability indicate improving scale and operating execution. Continued earnings expansion provides a stronger base for funding operations and absorbing normal fluctuations in regional transportation demand.
Negative Factors
Meaningful Leverage
Absolute debt remains elevated relative to the group’s equity base, limiting flexibility if earnings weaken or funding costs rise. Although leverage is improving, the capital structure could constrain investment capacity and amplify the impact of operating setbacks.
Read all positive and negative factors
Positive Factors
Negative Factors
Sustained Revenue and Profit Recovery
Multi-year revenue growth and a durable return to profitability indicate improving scale and operating execution. Continued earnings expansion provides a stronger base for funding operations and absorbing normal fluctuations in regional transportation demand.
Read all positive factors

Mie Kotsu Group Holdings, Inc. (3232) vs. iShares MSCI Japan ETF (EWJ)

Mie Kotsu Group Holdings, Inc. Business Overview & Revenue Model

Company Description
Mie Kotsu Group Holdings, Inc. is a multifaceted Japanese company engaged in transportation, real estate, retail, and leisure services. Its transportation offerings include transit, charter, and intercity express bus lines, as well as limousine se...
How the Company Makes Money
Revenue is generated primarily through operating subsidiaries. Key revenue streams generally include (1) fares and related income from transportation services (e.g., route bus and other transit operations), where earnings depend on passenger volum...

Mie Kotsu Group Holdings, Inc. Financial Statement Overview

Summary
Income statement is solid (Score 78) with multi-year revenue growth and improved profitability after the 2021 loss, but the balance sheet shows meaningful leverage (Score 63) and cash flow quality is the key drag (Score 52) due to volatile and recently negative free cash flow in 2025–2026 despite positive operating cash flow.
Income Statement
78
Positive
Balance Sheet
63
Positive
Cash Flow
52
Neutral
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue112.72B110.26B103.85B98.22B93.12B84.35B
Gross Profit31.46B30.99B24.99B23.35B22.12B18.15B
EBITDA15.63B15.24B13.52B12.16B11.24B8.49B
Net Income6.44B6.25B6.06B4.75B3.77B2.21B
Balance Sheet
Total Assets196.15B191.51B181.61B181.29B167.90B165.15B
Cash, Cash Equivalents and Short-Term Investments5.36B4.73B5.42B9.67B9.33B7.38B
Total Debt84.98B81.09B79.19B80.67B79.60B82.38B
Total Liabilities122.58B120.98B118.43B121.96B115.12B116.76B
Stockholders Equity73.16B70.14B62.83B59.01B52.47B48.10B
Cash Flow
Free Cash Flow0.00-1.01B-1.57B70.79M5.88B4.62B
Operating Cash Flow0.007.87B9.10B6.37B8.36B8.73B
Investing Cash Flow0.00-8.86B-11.26B-5.63B-2.49B-5.15B
Financing Cash Flow0.00261.41M-2.69B-52.65M-3.71B-3.86B

Mie Kotsu Group Holdings, Inc. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price540.00
Price Trends
50DMA
546.80
Positive
100DMA
539.44
Positive
200DMA
541.92
Positive
Market Momentum
MACD
11.22
Negative
RSI
79.28
Negative
STOCH
93.44
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3232, the sentiment is Positive. The current price of 540 is below the 20-day moving average (MA) of 558.70, below the 50-day MA of 546.80, and below the 200-day MA of 541.92, indicating a bullish trend. The MACD of 11.22 indicates Negative momentum. The RSI at 79.28 is Negative, neither overbought nor oversold. The STOCH value of 93.44 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:3232.

Mie Kotsu Group Holdings, Inc. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
70
Outperform
¥59.41B9.392.97%10.25%6.33%
66
Neutral
¥329.78B9.6610.34%3.03%9.62%21.02%
62
Neutral
¥681.62B12.259.33%1.70%1.93%22.25%
62
Neutral
¥147.40B25.561.21%3.17%18.11%
58
Neutral
¥258.71B9.802.63%8.74%35.24%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
55
Neutral
¥375.40B12.872.26%-1.89%-15.16%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:3232
Mie Kotsu Group Holdings, Inc.
602.00
82.83
15.95%
JP:9045
Keihan Holdings Co
3,242.00
95.37
3.03%
JP:9041
Kintetsu Group Holdings Co
3,564.00
634.32
21.65%
JP:9003
Sotetsu Holdings, Inc.
2,637.00
89.82
3.53%
JP:9010
Fuji Kyuko Co., Ltd.
2,795.00
694.51
33.06%
JP:9048
Nagoya Railroad Co., Ltd.
1,895.50
233.95
14.08%

Mie Kotsu Group Holdings, Inc. Corporate Events

Mie Kotsu Completes Restricted Stock Compensation Share Disposal
Aug 14, 2026
Mie Kotsu Group Holdings, Inc. has completed payment procedures for the disposal of 242,800 treasury shares used as restricted stock compensation for its leadership group. The shares, priced at 545 yen each for a total of 132,326,000 yen, were all...
Mie Kotsu Group Delivers Strong Q1 but Guides Softer Profits as It Raises Dividend
Aug 5, 2026
Mie Kotsu Group Holdings reported a solid start to the fiscal year, with operating revenue for the three months ended June 30, 2026 rising 10.4% year-on-year to ¥26.1 billion and profit attributable to owners of parent up 9.2% to ¥2.26 b...
Mie Kotsu Group to Grant Treasury Shares as Long-Term Restricted Stock Pay
Jul 16, 2026
Mie Kotsu Group Holdings has approved the disposal of 242,800 treasury shares as restricted stock compensation for 58 individuals, including directors, executive officers and directors of subsidiaries, at a price of 545 yen per share, totaling 132...
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: Aug 17, 2026