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Kamei Corporation
(8037)
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Rating:65Neutral
Price Target:
¥5,493.00
▲(81.89% 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
Diversified distribution model
Kamei’s presence across energy, automotive, food, consumer goods, logistics, and trading services provides multiple earnings channels. This diversification can reduce reliance on any single market and support business resilience as regional customer demand and segment conditions change over the next several quarters.
Negative Factors
Sharp revenue contraction
The pronounced 2026 revenue decline demonstrates material top-line volatility despite improved earnings. Sustained weakness in sales could reduce operating scale, pressure supplier and distribution economics, and make future profitability less predictable across Kamei’s broad portfolio of businesses.
Read all positive and negative factors
Positive Factors
Negative Factors
Diversified distribution model
Kamei’s presence across energy, automotive, food, consumer goods, logistics, and trading services provides multiple earnings channels. This diversification can reduce reliance on any single market and support business resilience as regional customer demand and segment conditions change over the next several quarters.
Read all positive factors
Kamei Corporation (8037) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥147.95B
Dividend Yield2.75%
Average Volume (3M)59.96K
Price to Earnings (P/E)10.9
Beta (1Y)0.97
Revenue Growth1.18%
EPS Growth24.29%
CountryJP
Employees5,015
SectorEnergy
Sector Strength52
IndustryOil & Gas Refining & Marketing
Share Statistics
EPS (TTM)442.42
Shares Outstanding32,991,970
10 Day Avg. Volume75,630
30 Day Avg. Volume59,956
Financial Highlights & Ratios
PEG Ratio0.44
Price to Book (P/B)0.58
Price to Sales (P/S)0.17
P/FCF Ratio5.56
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
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
Kamei makes money primarily through (1) selling and distributing products and services across several operating segments and (2) earning margins/fees associated with trading, retailing, and logistics. Key revenue streams include: (a) Energy-relate...
Kamei Corporation Financial Statement Overview
Summary
Income Statement
54
Neutral
Balance Sheet
70
Positive
Cash Flow
60
Neutral
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 593.56B | 584.22B | 575.79B | 573.50B | 552.24B | 483.42B |
| Gross Profit | 103.01B | 99.88B | 86.00B | 81.41B | 77.99B | 69.55B |
| EBITDA | 35.52B | 34.25B | 31.29B | 29.02B | 26.20B | 23.31B |
| Net Income | 13.54B | 11.90B | 10.69B | 10.11B | 8.56B | 8.51B |
Balance Sheet | ||||||
| Total Assets | 329.24B | 331.06B | 320.71B | 324.61B | 307.56B | 285.95B |
| Cash, Cash Equivalents and Short-Term Investments | 76.35B | 68.57B | 62.26B | 54.96B | 45.08B | 39.80B |
| Total Debt | 32.27B | 57.20B | 57.42B | 67.90B | 69.97B | 59.55B |
| Total Liabilities | 147.28B | 152.71B | 154.24B | 165.54B | 163.25B | 153.29B |
| Stockholders Equity | 180.00B | 173.54B | 158.12B | 151.01B | 137.08B | 125.46B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 18.02B | 26.13B | 15.73B | 5.22B | 8.51B |
| Operating Cash Flow | 0.00 | 29.69B | 38.36B | 25.04B | 13.65B | 18.36B |
| Investing Cash Flow | 0.00 | -13.10B | -13.62B | -11.66B | -9.72B | -17.84B |
| Financing Cash Flow | 0.00 | -14.39B | -21.27B | -6.50B | -1.87B | -4.53B |
Kamei Corporation Technical Analysis
Positive
3020.00
Price Trends
4301.90
Positive
3885.95
Positive
3507.72
Positive
Market Momentum
237.28
Negative
72.15
Negative
88.57
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 4740.50, below the 50-day MA of 4301.90, and below the 200-day MA of 3507.72, indicating a bullish trend. The MACD of 237.28 indicates Negative momentum. The RSI at 72.15 is Negative, neither overbought nor oversold. The STOCH value of 88.57 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
UnderperformOutperform
Sector (65)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | ¥22.87B | 16.97 | ― | 5.00% | 4.47% | 57.49% | |
74 Outperform | ¥254.21B | 11.62 | ― | 3.01% | -3.25% | 28.06% | |
72 Outperform | ¥3.71T | 5.36 | 20.51% | 2.45% | 2.30% | 437.64% | |
71 Outperform | ¥1.94T | 5.02 | 21.79% | 2.26% | -2.72% | 3087.62% | |
71 Outperform | ¥137.87B | 15.17 | ― | 2.68% | -0.31% | -25.03% | |
65 Neutral | $15.17B | 7.61 | 4.09% | 5.20% | 3.87% | -62.32% | |
65 Neutral | ¥147.95B | 10.93 | ― | 2.88% | 1.18% | 24.29% |
* Energy Sector Average
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Kamei Corporation Corporate Events
Kamei Corporation to Liquidate Vietnamese Wine Subsidiaries After Portfolio Review
Aug 31, 2026
Kamei Corporation, a TSE Prime-listed Japanese trading house, operates in eight segments spanning energy, food, construction, automotive, overseas trade, pet and pharmacy businesses, alongside other activities. Its overseas trade arm included Kame...
Kamei to Liquidate Wine Import Subsidiary Agri Corporation
Aug 31, 2026
Kamei Corporation has announced that its subsidiary Agri Corporation, which specializes in the import and wholesale of wine, will cease business operations on August 31, 2026 and enter liquidation. The move follows a strategic review of the group&...
Kamei Corporation Finalizes Adjusted Restricted Stock Compensation Disposal
Aug 21, 2026
Kamei Corporation has completed payment procedures for the disposal of treasury shares used as restricted stock compensation, following a July 24, 2026 board resolution. The transaction involved issuing common stock to directors, audit and supervi...
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...
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.