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Tohbu Network Co., Ltd. (JP:9036)
:9036
Japanese Market
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Tohbu Network Co., Ltd. (9036) AI Stock Analysis

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JP:9036

Tohbu Network Co., Ltd.

(9036)

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Neutral 57 (OpenAI - Gpt-5.6Sol)
Rating:57Neutral
Price Target:
¥1,346.00
▲(6.24% Upside)
Action:Reiterated
Date:08/18/26
The score is held up by a very strong, low-leverage balance sheet and consistently positive operating cash flow, but is pressured by the recent sharp revenue decline, thinner operating profitability and weaker free-cash-flow conversion. Technical indicators also lean soft in the near term, and the valuation (high P/E with only a modest dividend yield) provides limited support.
Positive Factors
Very Low Leverage
Extremely low leverage limits interest and refinancing pressure, giving Tohbu Network financial flexibility to withstand logistics cycles, fund operations, and pursue necessary investment without relying heavily on debt.
Negative Factors
Sharp Revenue Decline
The latest revenue contraction signals meaningful demand, volume, or customer-mix risk. If sustained, lower sales would reduce operating leverage and make it harder for the company to absorb fixed costs across its logistics network.
Read all positive and negative factors
Positive Factors
Negative Factors
Very Low Leverage
Extremely low leverage limits interest and refinancing pressure, giving Tohbu Network financial flexibility to withstand logistics cycles, fund operations, and pursue necessary investment without relying heavily on debt.
Read all positive factors

Tohbu Network Co., Ltd. (9036) vs. iShares MSCI Japan ETF (EWJ)

Tohbu Network Co., Ltd. Business Overview & Revenue Model

Company Description
Tohbu Network Co., Ltd. specializes in comprehensive road freight and logistics management services. Its diverse operations encompass the transportation of industrial waste via trucks, general cargo forwarding, and passenger vehicle conveyance. Th...
How the Company Makes Money
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Tohbu Network Co., Ltd. Financial Statement Overview

Summary
Financial profile is stable but mixed: the balance sheet is very conservative with extremely low leverage, and operating cash flow is consistently positive. Offsetting this, the latest year shows a sharp revenue decline, compressed operating margins (EBIT margin ~2.7% in 2026), volatile net income, and weaker recent free-cash-flow conversion (FCF much lower in 2026).
Income Statement
58
Neutral
Balance Sheet
82
Very Positive
Cash Flow
60
Neutral
BreakdownMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue10.08B10.37B10.30B9.87B8.84B
Gross Profit1.12B1.05B1.03B1.02B841.67M
EBITDA904.72M1.06B1.02B1.17B968.92M
Net Income300.52M105.65M78.91M414.13M273.48M
Balance Sheet
Total Assets25.30B24.68B25.13B24.09B22.95B
Cash, Cash Equivalents and Short-Term Investments4.30B4.47B4.59B3.79B3.87B
Total Debt684.66M745.28M814.90M776.51M468.95M
Total Liabilities4.38B4.37B4.86B4.72B4.14B
Stockholders Equity20.91B20.21B20.18B19.29B18.81B
Cash Flow
Free Cash Flow157.84M487.98M378.63M379.58M566.21M
Operating Cash Flow803.12M737.70M957.04M741.14M1.07B
Investing Cash Flow-651.81M-588.91M-476.65M-740.71M-400.81M
Financing Cash Flow-315.67M-267.81M313.87M-225.38M-159.21M

Tohbu Network Co., Ltd. Technical Analysis

Technical Analysis Sentiment
Negative
Last Price1267.00
Price Trends
50DMA
1297.62
Negative
100DMA
1273.46
Negative
200DMA
1212.00
Positive
Market Momentum
MACD
-20.17
Positive
RSI
39.99
Neutral
STOCH
34.20
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9036, the sentiment is Negative. The current price of 1267 is below the 20-day moving average (MA) of 1290.45, below the 50-day MA of 1297.62, and above the 200-day MA of 1212.00, indicating a neutral trend. The MACD of -20.17 indicates Positive momentum. The RSI at 39.99 is Neutral, neither overbought nor oversold. The STOCH value of 34.20 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:9036.

Tohbu Network Co., Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
79
Outperform
¥3.16B7.832.83%7.18%28.12%
69
Neutral
¥5.96B4.161.44%2.94%158.32%
57
Neutral
¥6.75B26.371.51%-0.44%-14.76%
56
Neutral
¥5.04B21.062.05%25.45%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
46
Neutral
¥6.77B-37.291.05%5.75%-140.96%
42
Neutral
¥3.01B-8.52-1.25%-172.99%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:9036
Tohbu Network Co., Ltd.
1,238.00
334.29
36.99%
JP:9051
Senkon Logistics Co., Ltd
1,320.00
-203.42
-13.35%
JP:9326
Kantsu Co., Ltd.
487.00
125.08
34.56%
JP:9327
e-LogiT Co., Ltd.
188.00
-163.00
-46.44%
JP:9355
Rinko Corporation
2,208.00
412.98
23.01%
JP:9363
Daiun Co., Ltd.
527.00
92.06
21.17%
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 18, 2026