Yagi & Co., Ltd. (7460) AI Stock Analysis

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Yagi & Co., Ltd.

(TSE/TYO:7460)

Select Model

Rating:70Outperform

Price Target:JPY 1,823.00▲(3.11% Upside)

Action:reiterated

Date:09/29/26

The score is driven primarily by improving financial performance (better margins and ROE with conservative leverage) and supportive valuation (low P/E and solid dividend yield). Offsetting this, technical signals are neutral-to-weak in the near term (negative MACD and trading below shorter-term moving averages), and cash flow has been historically volatile despite recent improvement.

Positive Factors

Improving profitabilityThe substantial expansion in net and operating margins shows that the business has improved earnings efficiency over several years. If maintained, stronger profitability can support reinvestment, improve resilience against cost pressure, and create a more durable earnings base.

Negative Factors

Uneven revenue growthThe inconsistent revenue trajectory points to limited top-line momentum and makes future earnings growth less predictable. Without sustained sales expansion, margin improvements may have less room to compound and the company could remain dependent on mix or efficiency gains.

Yagi & Co., Ltd. (7460) vs. iShares MSCI Japan ETF (EWJ)

Market Cap: JPY 43.08B
Dividend Yield: 3.13%
Average Volume (3M): 24.65K
Price to Earnings (P/E): 12.2
Beta (1Y): 0.71
Revenue Growth: 4.13%
EPS Growth: 30.60%
Country: Japan
Employees: 799
Sector: Consumer Cyclical
Sector Strength: 61
Industry: Apparel - Manufacturers

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 funda...

How the Company Makes Money

Yagi & Co., Ltd. primarily makes money through wholesale/trading margins and fees tied to the sourcing, procurement, and distribution of textile and apparel-related products. Key revenue streams typically include (1) selling textile materials and/or...

Yagi & Co., Ltd. Financial Statement Overview

Summary

Profitability has improved meaningfully (net margin ~0.5% in 2022 to ~4.3% in 2026; operating margin ~1.4% to ~4.9%), supported by a conservative and improving balance sheet (debt/equity ~0.27 in 2026; ROE ~7.9%). The main constraint is uneven revenue growth and historically volatile cash flow despite better 2025–2026 free cash flow.

Income Statement

72Positive

Balance Sheet

78Positive

Cash Flow

62Positive

Financial statement breakdown
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	3.46B	3.88B	1.48B	775.40M	2.85B
Operating Cash Flow	0	4.96B	4.56B	2.12B	1.09B	3.02B
Investing Cash Flow	0	-4.17B	-3.37B	-1.39B	-1.49B	-1.37B
Financing Cash Flow	0	-3.03B	436.00M	-2.11B	4.19B	-2.14B

Yagi & Co., Ltd. Technical Analysis

Technical Analysis SentimentPositive

Last Price1768.00

Price Trends

50DMA1674.75Positive

100DMA1659.61Positive

200DMA1486.52Positive

Market Momentum

MACD24.57Negative

RSI61.67Neutral

STOCH93.51Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7460, the sentiment is Positive. The current price of 1768.00 is above the 20-day moving average (MA) of 1707.65, above the 50-day MA of 1674.75, and above the 200-day MA of 1486.52, indicating a bullish trend. The MACD of 24.57 indicates Negative momentum. The RSI at 61.67 is Neutral, neither overbought nor oversold. The STOCH value of 93.51 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:7460.

Yagi & Co., Ltd. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

JP:7460 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:3569	75Outperform	JPY 181.88B	12.33	10.34%	2.24%	11.57%	10.78%
JP:3201	74Outperform	JPY 127.41B	13.05	―	2.31%	-0.33%	40.20%
JP:7460	70Outperform	JPY 43.86B	12.24	―	3.13%	4.13%	30.60%
JP:3110	67Neutral	JPY 527.16B	11.53	27.25%	1.13%	11.59%	248.87%
JP:3104	63Neutral	JPY 110.36B	18.76	―	2.36%	14.36%	22.61%
Sector *	61Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
JP:3002	59Neutral	JPY 121.80B	28.27	4.18%	3.58%	-4.36%	49.85%

* Consumer Cyclical Sector Average

Performance Comparison

JP:7460 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
JP:7460	Yagi & Co., Ltd.	1768.00	773.91	77.85%
JP:3002	Gunze	4110.00	504.73	14.00%
JP:3110	Nitto Boseki Co	2814.50	1079.34	62.20%
JP:3569	Seiren Co	3390.00	294.49	9.51%
JP:3104	Fujibo Holdings, Inc.	3265.00	1035.37	46.44%
JP:3201	Japan Wool Textile Co., Ltd.	2074.00	487.85	30.76%

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: Sep 29, 2026

Yagi & Co., Ltd. AI Stock Analysis