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YAMAU HOLDINGS CO. LTD. (JP:5284)
:5284
Japanese Market
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YAMAU HOLDINGS CO. LTD. (5284) AI Stock Analysis

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JP:5284

YAMAU HOLDINGS CO. LTD.

(5284)

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Outperform 71 (OpenAI - 5.2)
Rating:71Outperform
Price Target:
¥2,464.00
▲(0.12% Upside)
Action:Reiterated
Date:08/17/26
The score is driven primarily by solid profitability and a materially strengthened balance sheet, plus attractive valuation (low P/E and high dividend yield). Offsetting these positives are weaker quality of earnings due to inconsistent cash flow conversion and a softer revenue trend, while technical indicators are neutral-to-soft with limited momentum.
Positive Factors
Strong Profitability
Healthy gross, operating, and net margins indicate effective production economics and pricing discipline. If maintained, this profitability can support reinvestment, resilience against input costs, and earnings stability across construction cycles.
Negative Factors
Revenue Contraction
The reversal from growth to contraction indicates uneven demand, project timing, or pricing conditions in construction materials. Sustained top-line weakness could reduce operating leverage and make it harder to preserve current margins over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Profitability
Healthy gross, operating, and net margins indicate effective production economics and pricing discipline. If maintained, this profitability can support reinvestment, resilience against input costs, and earnings stability across construction cycles.
Read all positive factors

YAMAU HOLDINGS CO. LTD. (5284) vs. iShares MSCI Japan ETF (EWJ)

YAMAU HOLDINGS CO. LTD. Business Overview & Revenue Model

Company Description
YAMAU HOLDINGS CO. LTD. (5284) is a Japan-based company engaged in the manufacturing and sale of construction-related products, particularly precast concrete products used in civil engineering and infrastructure projects. The company supplies item...
How the Company Makes Money
The company primarily makes money by manufacturing and selling precast concrete and related construction materials to customers involved in civil engineering and construction projects. Revenue is generated mainly from (1) product sales of precast ...

YAMAU HOLDINGS CO. LTD. Financial Statement Overview

Summary
Strong profitability and an improving balance sheet support the score (gross margin ~41%, operating margin ~16%, net margin ~10%; leverage reduced to ~0.24 debt-to-equity with ~16% ROE). The main offsets are weaker and volatile cash conversion (FY2026 operating cash flow ~1.6B, ~20% of earnings; free cash flow ~0.9B and only ~55% of net income) and a ~7% revenue decline in FY2026.
Income Statement
74
Positive
Balance Sheet
81
Very Positive
Cash Flow
52
Neutral
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue21.05B21.24B22.84B19.75B18.51B19.50B
Gross Profit8.51B8.65B9.02B7.67B6.95B7.29B
EBITDA4.18B4.26B4.59B3.48B2.91B3.14B
Net Income2.12B2.21B2.41B1.74B1.32B1.53B
Balance Sheet
Total Assets20.69B22.51B23.86B23.79B22.14B23.13B
Cash, Cash Equivalents and Short-Term Investments6.39B5.14B5.51B5.02B3.81B4.72B
Total Debt3.14B3.26B3.60B4.02B4.87B5.85B
Total Liabilities7.26B8.71B11.49B13.10B12.99B14.91B
Stockholders Equity13.41B13.78B12.36B10.58B9.05B8.13B
Cash Flow
Free Cash Flow0.00887.12M1.51B2.49B267.98M-37.23M
Operating Cash Flow0.001.61B2.20B3.14B1.04B600.13M
Investing Cash Flow0.00-742.02M-692.74M-581.47M-446.32M-589.68M
Financing Cash Flow0.00-1.25B-1.07B-1.31B-1.43B-1.02B

YAMAU HOLDINGS CO. LTD. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price2461.00
Price Trends
50DMA
2246.24
Positive
100DMA
2216.42
Positive
200DMA
2253.14
Positive
Market Momentum
MACD
5.21
Negative
RSI
53.96
Neutral
STOCH
88.04
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:5284, the sentiment is Positive. The current price of 2461 is above the 20-day moving average (MA) of 2258.05, above the 50-day MA of 2246.24, and above the 200-day MA of 2253.14, indicating a bullish trend. The MACD of 5.21 indicates Negative momentum. The RSI at 53.96 is Neutral, neither overbought nor oversold. The STOCH value of 88.04 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:5284.

YAMAU HOLDINGS CO. LTD. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
¥26.70B12.065.04%4.27%27.05%
75
Outperform
¥59.15B7.313.25%11.13%105.93%
71
Outperform
¥13.89B6.493.95%-8.29%-10.54%
71
Outperform
¥62.96B5.712.30%18.36%101.01%
70
Outperform
¥11.12B17.521.71%7.46%72.19%
63
Neutral
¥21.32B23.522.41%0.13%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:5284
YAMAU HOLDINGS CO. LTD.
2,270.00
-31.82
-1.38%
JP:5268
Asahi Concrete Works Co., Ltd.
835.00
8.56
1.04%
JP:5269
Nippon Concrete Industries Co., Ltd.
382.00
79.23
26.17%
JP:5288
ASIA PILE HOLDINGS Corporation
1,565.00
367.83
30.72%
JP:5290
Vertex Corp.
1,202.00
-417.84
-25.79%
JP:5357
Yotai Refractories Co., Ltd.
1,796.00
163.78
10.03%
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