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GS Yuasa
(6674)
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Rating:63Neutral
Price Target:
¥6,020.00
▲(12.38% Upside)
Action:Downgraded
Date:08/17/26
The score is mainly supported by improving profitability and a strengthening balance sheet, but is held back by inconsistent free cash flow and mixed technicals (negative MACD and below key intermediate moving averages). Reasonable valuation provides a moderate offset.
Positive Factors
Improving Revenue and Profitability
Steady multi-year growth and stronger margins indicate improved operating execution and profit capture. Although recent growth has moderated, the sustained improvement in net profitability provides a stronger earnings base over the next several quarters.
Negative Factors
Inconsistent Free Cash Flow
Repeatedly weak free cash flow shows that accounting profits are not consistently converting into cash after investment needs. This can constrain internally funded growth, increase dependence on financing, and reduce flexibility during periods of weaker demand.
Read all positive and negative factors
Positive Factors
Negative Factors
Improving Revenue and Profitability
Steady multi-year growth and stronger margins indicate improved operating execution and profit capture. Although recent growth has moderated, the sustained improvement in net profitability provides a stronger earnings base over the next several quarters.
Read all positive factors
GS Yuasa (6674) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥537.23B
Dividend Yield1.67%
Average Volume (3M)749.45K
Price to Earnings (P/E)12.6
Beta (1Y)1.51
Revenue Growth5.85%
EPS Growth33.34%
CountryJP
Employees12,562
SectorConsumer Cyclical
Sector Strength84
IndustryElectrical Equipment & Parts
Share Statistics
EPS (TTM)427.56
Shares Outstanding100,446,440
10 Day Avg. Volume818,700
30 Day Avg. Volume749,453
Financial Highlights & Ratios
PEG Ratio0.34
Price to Book (P/B)1.34
Price to Sales (P/S)0.87
P/FCF Ratio-638.54
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥7,266.67Price Target Upside35.65% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering6
EPS Forecast (FY)412.12
Revenue Forecast (FY)¥659.29B
GS Yuasa Business Overview & Revenue Model
Company Description
Founded in Kyoto, Japan, in 2004, GS Yuasa Corporation is a global company specializing in the manufacturing and distribution of batteries, power supply systems, and lighting equipment. Its extensive market reach spans Japan, the broader Asian con...
How the Company Makes Money
GS Yuasa makes money primarily by manufacturing and selling batteries and related power solutions across multiple end markets. Key revenue streams include: (1) Automotive and motorcycle batteries: sales of lead-acid batteries used for starting, li...
GS Yuasa Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
74
Positive
Cash Flow
52
Neutral
| Breakdown | TTM | Mar 2026 | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 618.85B | 609.00B | 580.34B | 562.90B | 517.74B | 432.13B |
| Gross Profit | 160.15B | 155.05B | 138.93B | 125.66B | 112.07B | 96.89B |
| EBITDA | 97.16B | 96.35B | 76.83B | 69.68B | 51.69B | 39.06B |
| Net Income | 42.89B | 41.86B | 30.42B | 32.06B | 13.93B | 8.47B |
Balance Sheet | ||||||
| Total Assets | 750.40B | 740.99B | 693.74B | 656.66B | 540.91B | 480.76B |
| Cash, Cash Equivalents and Short-Term Investments | 37.88B | 36.75B | 60.79B | 63.94B | 36.27B | 25.86B |
| Total Debt | 135.93B | 99.32B | 117.16B | 87.78B | 114.03B | 90.28B |
| Total Liabilities | 310.90B | 296.88B | 302.75B | 282.78B | 270.01B | 230.82B |
| Stockholders Equity | 393.82B | 394.66B | 347.05B | 329.99B | 230.68B | 215.23B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | -829.00M | -26.21B | 24.83B | -2.60B | -14.14B |
| Operating Cash Flow | 0.00 | 49.54B | 39.30B | 63.18B | 28.33B | 12.88B |
| Investing Cash Flow | 0.00 | -44.90B | -58.82B | -44.85B | -26.57B | -30.20B |
| Financing Cash Flow | 0.00 | -31.76B | 14.23B | 2.14B | 8.83B | 5.20B |
GS Yuasa Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
81 Outperform | ¥9.31T | 44.14 | 32.23% | 0.82% | 27.94% | 99.60% | |
73 Outperform | ¥1.99T | 19.38 | 13.23% | 1.41% | 10.40% | 15.01% | |
68 Neutral | ¥11.81T | 26.80 | 9.80% | 1.19% | 9.57% | 18.11% | |
63 Neutral | ¥537.23B | 12.57 | 11.44% | 1.54% | 5.85% | 33.34% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
60 Neutral | ¥2.75T | 32.12 | 19.52% | 0.62% | 12.86% | 165.14% |
* Consumer Cyclical Sector Average
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GS Yuasa Corporate Events
GS Yuasa Raises Half-Year and Full-Year Earnings Forecasts on Strong Battery Demand
Aug 5, 2026
GS Yuasa has lifted its consolidated earnings forecasts for the first half of the fiscal year ending September 30, 2026, projecting higher net sales and profit at all levels than previously expected. The company now expects first-half net sales of...
GS Yuasa Delivers Strong Q1 Profit but Cuts Full-Year Earnings Outlook
Aug 5, 2026
GS Yuasa reported consolidated net sales of ¥141.7 billion for the quarter ended June 30, 2026, up 7.5% year-on-year, with operating profit surging 39.3% to ¥11.6 billion and profit attributable to owners of the parent rising 15.7% to &#...
GS Yuasa to Extend and Tighten Performance-Linked Stock Compensation Plan
May 19, 2026
GS Yuasa will seek shareholder approval to continue and partially amend its performance-linked, trust-based stock compensation plan for internal directors, strengthening the link between executive pay, corporate performance, and share value. The r...
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.