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Kamei Corporation (JP:8037)
:8037
Japanese Market
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Kamei Corporation (8037) AI Stock Analysis

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JP:8037

Kamei Corporation

(8037)

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Neutral 65 (OpenAI - 5.2)
Rating:65Neutral
Price Target:
¥4,660.00
▲(54.30% Upside)
Action:Reiterated
Date:08/17/26
The score is driven primarily by steady-but-thin profitability with a strengthening balance sheet, offset by the sharp 2026 revenue contraction and some cash-flow variability. Technicals are supportive due to a strong uptrend, but overbought signals raise near-term risk. Valuation is a clear positive with a low P/E and a decent dividend yield.
Positive Factors
Balance Sheet Deleveraging
Lower leverage and a larger equity base improve financial resilience, reduce balance-sheet risk, and give Kamei greater flexibility to fund operations through industry or revenue volatility.
Negative Factors
Sharp Revenue Contraction
The steep top-line decline highlights material business volatility and creates risk that lower sales volumes could pressure purchasing scale, operating efficiency, and earnings consistency over the next several periods.
Read all positive and negative factors
Positive Factors
Negative Factors
Balance Sheet Deleveraging
Lower leverage and a larger equity base improve financial resilience, reduce balance-sheet risk, and give Kamei greater flexibility to fund operations through industry or revenue volatility.
Read all positive factors

Kamei Corporation (8037) vs. iShares MSCI Japan ETF (EWJ)

Kamei Corporation Business Overview & Revenue Model

Company Description
Kamei Corporation, a prominent general trading company based in Sendai, Japan, maintains a robust presence across both domestic and international markets. Its extensive operations are strategically organized into distinct divisions: Corporate Sale...
How the Company Makes Money
null...

Kamei Corporation Financial Statement Overview

Summary
Overall fundamentals are stable but not strong: thin yet steady margins (operating ~2.7–3.3%, net ~1.6–2.0%), improved net income into 2026, and a de-risking balance sheet with lower leverage (debt-to-equity improving to ~0.33). The key drag is business volatility, highlighted by a sharp 2026 revenue decline (~-41.5%) and uneven cash-flow history (notably weaker 2023).
Income Statement
54
Neutral
Balance Sheet
70
Positive
Cash Flow
60
Neutral
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue593.56B584.22B575.79B573.50B552.24B483.42B
Gross Profit103.01B99.88B86.00B81.41B77.99B69.55B
EBITDA35.52B34.25B31.29B29.02B26.20B23.31B
Net Income13.54B11.90B10.69B10.11B8.56B8.51B
Balance Sheet
Total Assets329.24B331.06B320.71B324.61B307.56B285.95B
Cash, Cash Equivalents and Short-Term Investments76.35B68.57B62.26B54.96B45.08B39.80B
Total Debt32.27B57.20B57.42B67.90B69.97B59.55B
Total Liabilities147.28B152.71B154.24B165.54B163.25B153.29B
Stockholders Equity180.00B173.54B158.12B151.01B137.08B125.46B
Cash Flow
Free Cash Flow0.0018.02B26.13B15.73B5.22B8.51B
Operating Cash Flow0.0029.69B38.36B25.04B13.65B18.36B
Investing Cash Flow0.00-13.10B-13.62B-11.66B-9.72B-17.84B
Financing Cash Flow0.00-14.39B-21.27B-6.50B-1.87B-4.53B

Kamei Corporation Technical Analysis

Technical Analysis Sentiment
Positive
Last Price3020.00
Price Trends
50DMA
3925.70
Positive
100DMA
3665.10
Positive
200DMA
3366.60
Positive
Market Momentum
MACD
204.28
Negative
RSI
68.43
Neutral
STOCH
84.61
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:8037, the sentiment is Positive. The current price of 3020 is below the 20-day moving average (MA) of 4353.75, below the 50-day MA of 3925.70, and below the 200-day MA of 3366.60, indicating a bullish trend. The MACD of 204.28 indicates Negative momentum. The RSI at 68.43 is Neutral, neither overbought nor oversold. The STOCH value of 84.61 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:8037.

Kamei Corporation Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
¥23.05B17.094.50%4.47%57.49%
73
Outperform
¥265.83B12.093.19%-3.25%28.06%
72
Outperform
¥3.75T5.2520.51%2.57%2.30%437.64%
71
Outperform
¥135.69B14.722.57%-0.31%-25.03%
70
Outperform
¥1.81T4.6321.79%2.78%-2.72%3087.62%
65
Neutral
$15.17B7.614.09%5.20%3.87%-62.32%
65
Neutral
¥143.67B10.373.16%1.18%24.29%
* Energy Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:8037
Kamei Corporation
4,565.00
1,781.03
63.97%
JP:5019
Idemitsu Kosan Co
1,462.00
477.28
48.47%
JP:5020
ENEOS Holdings
1,345.00
475.24
54.64%
JP:5015
BP Castrol K.K.
1,003.00
175.38
21.19%
JP:8131
Mitsuuroko Group Holdings Co., Ltd.
2,400.00
250.67
11.66%
JP:8133
ITOCHU ENEX CO., LTD.
2,336.00
411.14
21.36%

Kamei Corporation Corporate Events

Kamei Lifts Earnings and Dividend Outlook on Strong Petroleum Margins
Aug 6, 2026
Kamei Corporation has raised its consolidated earnings forecasts for the fiscal year ending March 2027, citing higher-than-expected operating, ordinary and net profits driven by stable petroleum supply and effective cost pass-through amid rising c...
Kamei Corp lifts profit, raises dividend on stronger first-quarter results
Aug 6, 2026
Kamei Corporation reported consolidated net sales of ¥150.6 billion for the three months ended June 30, 2026, up 6.7% year on year, with operating profit surging 50.6% to ¥6.1 billion and profit attributable to owners of parent climbing ...
Kamei Temporarily Eases Holding Requirements for Shareholder Benefit Program
Aug 6, 2026
Kamei Corporation has resolved to temporarily relax the continuous shareholding requirement for its shareholder benefit program for investors on record as of March 31, 2027. Shareholders who hold at least 100 shares and appear in the shareholder r...
Kamei Launches Restricted Stock Plan With Disposal of Treasury Shares
Jul 24, 2026
Kamei Corporation has approved the disposal of 34,950 treasury shares of common stock, valued at about ¥131.2 million, to be granted as restricted stock to directors, audit and supervisory board members, managing officers and 181 employees. T...
Kamei to Allocate Treasury Shares for New Employee Restricted Stock Plan
Jul 24, 2026
Kamei Corporation has approved the disposal of up to 35,150 treasury shares for allocation as restricted stock to its employee shareholding association, with a maximum total value of about ¥132 million based on a disposal price of ¥3,755...
Kamei Extends Dividend Growth Streak With Higher Year-End Payout
May 25, 2026
Kamei Corporation has approved a year-end dividend of ¥65 per share for the fiscal year ended March 31, 2026, up from ¥45 a year earlier, bringing the total annual dividend to ¥115 per share including the interim payout. This marks ...
Kamei Corporation to Introduce Restricted Stock Pay for Directors and Auditors
May 25, 2026
Kamei Corporation has approved the introduction of a restricted stock remuneration plan for its directors and Audit Supervisory Board members, including outside officers, subject to shareholder approval at the June 26 annual meeting. The move is ...
Kamei Corporation Ups Shareholder Returns and Growth Investment in Revised Long-Term Policy
May 25, 2026
Kamei Corporation has revised its Long-term Management Policy, continuing a process of annual updates since 2024 to align with changes in the business environment and its own performance. The company aims to reinforce its basic strategies centered...
Kamei Corporation Launches Restricted Stock Incentive Plan for Management
May 25, 2026
Kamei Corporation has approved the introduction of a restricted stock incentive plan for its managing officers and managerial employees, under which participants will receive common shares through in-kind contributions of receivables granted by th...
Kamei Corp Introduces Restricted Stock Plan for Employee Shareholders
May 25, 2026
Kamei Corporation has approved the introduction of a Restricted Stock Incentive Plan for employees eligible to join its Employee Shareholding Association, aiming to strengthen welfare benefits and promote long‑term asset building. By encoura...
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