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Yagi & Co., Ltd.
(7460)
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Rating:74Outperform
Price Target:
¥5,494.00
▲(58.79% Upside)
Action:Reiterated
Date:06/29/26
The score is driven primarily by improving financial performance (material margin and ROE recovery plus conservative leverage), supported by a clear upward technical trend and a reasonable valuation (P/E ~11 with ~3.16% yield). The main constraint is uneven revenue momentum and historically volatile cash flow reliability.
Positive Factors
Improving Profitability
The sustained expansion in net and operating margins indicates better earnings conversion and operating discipline. If retained, this improvement can strengthen reinvestment capacity and resilience, although absolute margins remain moderate.
Negative Factors
Uneven Revenue Momentum
Inconsistent top-line growth limits operating leverage and makes sustained profit expansion harder to forecast. As a wholesaler, Yagi depends on product demand, customer activity, and mix improvements rather than a clearly accelerating revenue base.
Read all positive and negative factors
Positive Factors
Negative Factors
Improving Profitability
The sustained expansion in net and operating margins indicates better earnings conversion and operating discipline. If retained, this improvement can strengthen reinvestment capacity and resilience, although absolute margins remain moderate.
Read all positive factors
Yagi & Co., Ltd. (7460) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥41.73B
Dividend Yield3.09%
Average Volume (3M)31.86K
Price to Earnings (P/E)11.6
Beta (1Y)0.75
Revenue Growth4.13%
EPS Growth30.60%
CountryJP
Employees799
SectorConsumer Cyclical
Sector Strength84
IndustryApparel - Manufacturers
Share Statistics
EPS (TTM)144.46
Shares Outstanding24,900,000
10 Day Avg. Volume11,240
30 Day Avg. Volume31,863
Financial Highlights & Ratios
PEG Ratio0.22
Price to Book (P/B)0.71
Price to Sales (P/S)0.39
P/FCF Ratio9.58
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
Yagi & Co., Ltd. Business Overview & Revenue Model
Company Description
Founded in Osaka, Japan, in 1893, Yagi & Co.,Ltd. operates as a prominent textile trading enterprise. The company's operations encompass the comprehensive import, export, and distribution of a wide array of fiber-related products. This includes fu...
How the Company Makes Money
Yagi & Co., Ltd. generates revenue mainly through trading/wholesaling activities in textiles and apparel-related products. Its core earnings are typically driven by (1) buying and selling textile materials and apparel products (earning a gross mar...
Yagi & Co., Ltd. Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
78
Positive
Cash Flow
62
Positive
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 86.58B | 85.93B | 83.38B | 82.85B | 86.42B | 77.52B |
| Gross Profit | 27.01B | 27.20B | 24.15B | 21.98B | 19.83B | 17.03B |
| EBITDA | 4.59B | 4.86B | 4.27B | 3.81B | 2.63B | 1.64B |
| Net Income | 3.58B | 3.67B | 2.63B | 2.08B | 1.01B | 366.57M |
Balance Sheet | ||||||
| Total Assets | 80.73B | 82.63B | 79.20B | 74.07B | 73.03B | 64.70B |
| Cash, Cash Equivalents and Short-Term Investments | 5.53B | 9.76B | 11.96B | 10.24B | 11.11B | 6.81B |
| Total Debt | 12.66B | 12.65B | 13.34B | 12.34B | 14.03B | 9.40B |
| Total Liabilities | 33.00B | 35.88B | 36.02B | 34.03B | 36.75B | 29.55B |
| Stockholders Equity | 47.72B | 46.75B | 43.18B | 40.04B | 36.28B | 34.72B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 3.46B | 3.88B | 1.48B | 775.40M | 2.85B |
| Operating Cash Flow | 0.00 | 4.96B | 4.56B | 2.12B | 1.09B | 3.02B |
| Investing Cash Flow | 0.00 | -4.17B | -3.37B | -1.39B | -1.49B | -1.37B |
| Financing Cash Flow | 0.00 | -3.03B | 436.00M | -2.11B | 4.19B | -2.14B |
Yagi & Co., Ltd. Technical Analysis
Neutral
3460.00
Price Trends
1704.36
Negative
1568.95
Positive
1391.94
Positive
Market Momentum
1.32
Positive
47.69
Neutral
27.45
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7460, the sentiment is Neutral. The current price of 3460 is above the 20-day moving average (MA) of 1684.20, above the 50-day MA of 1704.36, and above the 200-day MA of 1391.94, indicating a neutral trend. The MACD of 1.32 indicates Positive momentum. The RSI at 47.69 is Neutral, neither overbought nor oversold. The STOCH value of 27.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:7460.
Yagi & Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | ¥182.68B | 12.38 | 10.34% | 2.22% | 11.57% | 10.78% | |
74 Outperform | ¥41.73B | 11.64 | ― | 3.31% | 4.13% | 30.60% | |
74 Outperform | ¥122.43B | 13.36 | ― | 2.52% | 0.03% | 16.40% | |
72 Outperform | ¥112.56B | 19.13 | ― | 2.30% | 9.28% | 21.28% | |
62 Neutral | ¥573.14B | 12.54 | 27.25% | 1.03% | 11.59% | 248.87% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
59 Neutral | ¥121.36B | 28.17 | 4.18% | 5.26% | -4.36% | 49.85% |
* Consumer Cyclical Sector Average
JP:7460
Yagi & Co., Ltd.
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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.