Skip to main content
TipRanks
Go Ultimate75% OFF

Hakudo Co., Ltd. (7637) AI Stock Analysis

0 Followers
JP:7637

Hakudo Co., Ltd.

(TSE/TYO:7637)

Select Model
Rating:74Outperform
Price Target:JPY 3,522.00â–²(1.35% Upside)
Action:reiterated
Date:09/09/26

The score is driven primarily by strong financial stability (near-zero leverage) and strong recent revenue growth. These positives are tempered by profitability/margin compression and uneven historical cash-flow consistency, while technicals are mixed with soft near-term momentum. Valuation is reasonable with a mid-teens P/E and a moderate dividend yield.

Positive Factors
Strong Revenue GrowthRapid recent revenue growth indicates improving demand or distribution volume and expands the company’s operating scale. If sustained, higher throughput can strengthen customer relationships, improve procurement efficiency, and support continued investment in its industrial materials distribution platform.
Negative Factors
Margin CompressionLower operating margins indicate that recent sales growth is producing less profit per yen of revenue than in earlier periods. Persistent pressure from costs, pricing, or product mix could limit earnings growth and reduce the benefit of expanding distribution volumes.

Hakudo Co., Ltd. (7637) vs. iShares MSCI Japan ETF (EWJ)

-20%0%20%40%60%80%100%JP:7637+64.68%EWJ+15.69%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
Market Cap
JPY 39.47B
Dividend Yield
4.00%
Average Volume (3M)
32.13K
Price to Earnings (P/E)
13.7
Beta (1Y)
1.17
Revenue Growth
20.82%
EPS Growth
105.99%
Country
Japan
Employees
401
Sector
General
Sector Strength
55
Industry
Manufacturing - Metal Fabrication

Hakudo Co., Ltd. Business Overview & Revenue Model

Company Description

Hakudo Co., Ltd., a venerable materials company established in 1932 and headquartered in Tokyo, Japan, specializes in the processing and distribution of diverse metal and plastic materials. Operating across Japan, China, Thailand, and Vietnam, the fi...

How the Company Makes Money

Hakudo makes money primarily by selling non-ferrous metal products and related materials to business customers. Its core revenue model is product distribution/trading: it purchases materials (or procures them on behalf of customers) and generates rev...

Hakudo Co., Ltd. Financial Statement Overview

Summary

Strong recent revenue growth (+57% in FY2026 after +16% in FY2025) and a very conservative balance sheet with essentially no leverage support a solid financial profile. Offsetting factors are margin compression versus earlier years (FY2026 operating margin ~4.2% vs ~7.7% in FY2022) and historically volatile cash conversion despite a strong FY2026 free-cash-flow rebound.

Income Statement

72Positive

Balance Sheet

90Very Positive

Cash Flow

74Positive
Financial statement breakdown
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue72.99B68.11B66.41B57.25B61.60B55.44B
Gross Profit11.83B10.30B10.57B9.27B10.15B10.31B
EBITDA5.02B4.03B4.41B3.94B4.62B5.10B
Net Income2.87B2.15B2.24B1.92B2.74B2.96B
Balance Sheet
Total Assets51.13B47.56B44.88B42.15B43.15B41.78B
Cash, Cash Equivalents and Short-Term Investments8.09B7.67B5.47B5.70B6.04B8.67B
Total Debt62.32M075.04M70.22M350.82M0
Total Liabilities24.96B22.10B21.12B19.67B21.92B21.95B
Stockholders Equity26.17B25.47B23.76B22.48B21.21B19.83B
Cash Flow
Free Cash Flow03.71B1.10B979.20M-374.37M3.89B
Operating Cash Flow04.49B1.78B2.53B321.45M4.56B
Investing Cash Flow0-1.37B-893.35M-1.61B-1.55B-677.06M
Financing Cash Flow0-1.05B-1.13B-1.33B-1.42B-1.20B

Hakudo Co., Ltd. Technical Analysis

Technical Analysis SentimentPositive
Last Price3475.00

Price Trends

50DMA3477.04Negative
100DMA3469.90Positive
200DMA3056.75Positive

Market Momentum

MACD-40.52Negative
RSI54.50Neutral
STOCH82.50Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7637, the sentiment is Positive. The current price of 3475.00 is above the 20-day moving average (MA) of 3381.00, below the 50-day MA of 3477.04, and above the 200-day MA of 3056.75, indicating a neutral trend. The MACD of -40.52 indicates Negative momentum. The RSI at 54.50 is Neutral, neither overbought nor oversold. The STOCH value of 82.50 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:7637.

Hakudo Co., Ltd. Peers Comparison

Overall Rating

UnderperformOutperform
Sector (55)

Financial Indicators

JP:7637 against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
JP:1787JP:178780OutperformJPY 13.31B13.29―6.18%1.58%8.83%
JP:7637JP:763774OutperformJPY 38.58B13.72―4.00%20.82%105.99%
JP:5644JP:564472OutperformJPY 22.01B7.77―2.12%1.26%47.10%
JP:5852JP:585270OutperformJPY 14.44B7.48―6.16%3.80%-117.78%
Sector *55Neutral$6.65B3.83-15.92%6.20%10.91%7.18%
JP:7414JP:741455NeutralJPY 32.50B-15.15―5.31%-3.03%-162.13%
JP:6998JP:699846NeutralJPY 13.70B21.62―2.96%26.73%99.36%

* General Sector Average

Performance Comparison

0%50%100%150%200%JP:7637JP:1787JP:5644JP:5852JP:6998JP:7414Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
JP:7637 and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
JP:7637Hakudo Co., Ltd.3475.001361.0464.38%
JP:1787Nakabohtec Corrosion Protecting Co., Ltd.5420.00367.537.27%
JP:5644Metalart Corporation7310.002973.6268.57%
JP:5852Ahresty Corporation584.00-126.19-17.77%
JP:6998Nippon Tungsten Co., Ltd.2868.001543.97116.61%
JP:7414Onoken Co., Ltd.1300.00-6.13-0.47%

Hakudo Co., Ltd. Corporate Events

Hakudo Raises Fiscal 2027 Earnings and Dividend Forecasts

Nov 11, 2026

Hakudo Co., Ltd., listed on the Prime Market of the Tokyo Stock Exchange, said sales volume to the semiconductor manufacturing equipment industry increased during the six months ended September 30, 2026, while selling prices rose with raw material ma...

Hakudo Raises Interim Dividend to ¥81 Per Share

Nov 11, 2026

Hakudo Co., Ltd., listed on the Prime Market of the Tokyo Stock Exchange under securities code 7637, said its board resolved on Nov. 11, 2026, to raise its interim dividend for the Sept. 30 record date to ¥81 per share from a previous forecast of ¥75...

Hakudo Reports Six-Month Sales of ¥45.080 Billion and Higher Profit

Nov 11, 2026

Hakudo Co., Ltd., listed on the Tokyo Stock Exchange, reported consolidated net sales of ¥45.080 billion for the six months ended September 30, 2026, up 37.9% year on year. Operating profit rose 187.6% to ¥2.892 billion, ordinary profit increased 171...

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 09, 2026