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Hamakyorex Co., Ltd.
(9037)
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Rating:76Outperform
Price Target:
¥2,137.00
▲(14.71% Upside)
Action:Reiterated
Date:08/17/26
The score is driven primarily by solid financial performance (steady growth, improving margins, and a strengthening balance sheet), tempered by cash-flow volatility and uneven free-cash-flow conversion. Technicals add support with price trading above key moving averages and positive MACD, though near-term momentum looks somewhat stretched. Valuation is a modest positive with a reasonable P/E and a mid-range dividend yield.
Positive Factors
Sustained Revenue and Earnings Growth
A multi-year revenue uptrend with renewed growth in 2026 indicates durable customer demand and expanding activity across logistics services. Stronger earnings growth suggests operating leverage and improving profitability can support continued internal investment.
Negative Factors
Volatile Free Cash Flow
Uneven free-cash-flow generation suggests that working-capital movements or investment requirements can materially affect cash availability. Conversion below net income in the latest year may constrain funding flexibility if volatility persists.
Read all positive and negative factors
Positive Factors
Negative Factors
Sustained Revenue and Earnings Growth
A multi-year revenue uptrend with renewed growth in 2026 indicates durable customer demand and expanding activity across logistics services. Stronger earnings growth suggests operating leverage and improving profitability can support continued internal investment.
Read all positive factors
Hamakyorex Co., Ltd. (9037) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥139.14B
Dividend Yield2.28%
Average Volume (3M)132.05K
Price to Earnings (P/E)12.1
Beta (1Y)0.50
Revenue Growth7.56%
EPS Growth20.96%
CountryJP
Employees6,010
SectorGeneral
Sector StrengthN/A
IndustryIntegrated Freight & Logistics
Share Statistics
EPS (TTM)151.25
Shares Outstanding76,048,000
10 Day Avg. Volume111,740
30 Day Avg. Volume132,046
Financial Highlights & Ratios
PEG Ratio0.59
Price to Book (P/B)1.34
Price to Sales (P/S)0.84
P/FCF Ratio12.93
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)147.2
Revenue Forecast (FY)¥167.45B
Hamakyorex Co., Ltd. Business Overview & Revenue Model
Company Description
Hamakyorex Co., Ltd. manages logistics center operations, serving clients both within Japan and globally. The company delivers comprehensive third-party logistics (3PL) solutions, extending its expertise to various sectors such as apparel, medical...
How the Company Makes Money
Hamakyorex makes money primarily by charging corporate customers for logistics services across the flow of goods from origin to destination. Key revenue streams typically include (1) transportation fees for moving cargo (e.g., truck-based freight ...
Hamakyorex Co., Ltd. Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
82
Very Positive
Cash Flow
65
Positive
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 159.54B | 155.50B | 146.67B | 140.57B | 131.91B | 125.09B |
| Gross Profit | 20.74B | 19.91B | 18.22B | 17.43B | 15.46B | 14.81B |
| EBITDA | 22.96B | 21.62B | 20.77B | 19.58B | 17.99B | 17.40B |
| Net Income | 11.20B | 10.72B | 8.93B | 8.30B | 7.40B | 7.12B |
Balance Sheet | ||||||
| Total Assets | 174.11B | 172.36B | 159.45B | 154.89B | 143.04B | 135.67B |
| Cash, Cash Equivalents and Short-Term Investments | 27.21B | 26.51B | 23.64B | 26.41B | 25.24B | 19.60B |
| Total Debt | 25.88B | 31.51B | 30.53B | 29.75B | 27.97B | 28.99B |
| Total Liabilities | 61.59B | 61.24B | 57.55B | 59.26B | 54.88B | 54.08B |
| Stockholders Equity | 99.23B | 97.95B | 89.56B | 83.94B | 77.38B | 71.56B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 10.12B | 1.83B | 7.67B | 11.30B | 8.11B |
| Operating Cash Flow | 0.00 | 19.97B | 14.11B | 15.88B | 13.65B | 13.60B |
| Investing Cash Flow | 0.00 | -10.59B | -11.08B | -8.30B | -3.00B | -6.03B |
| Financing Cash Flow | 0.00 | -6.24B | -5.55B | -6.50B | -5.77B | -4.19B |
Hamakyorex Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | ¥139.14B | 12.13 | ― | 2.29% | 7.56% | 20.96% | |
68 Neutral | ¥316.07B | 15.42 | ― | 2.94% | 2.02% | 4.43% | |
64 Neutral | ¥878.39B | 14.28 | 11.39% | 3.54% | 14.06% | 13.64% | |
63 Neutral | ¥379.21B | 18.10 | 9.24% | 2.50% | 6.86% | 6.22% | |
60 Neutral | ¥258.00B | 21.66 | ― | 1.28% | 6.16% | 11.10% | |
58 Neutral | ¥1.35T | 71.63 | ― | 2.99% | 2.30% | -32.11% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
* General Sector Average
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Hamakyorex Co., Ltd. Corporate Events
Hamakyorex Delivers Double-Digit Profit Growth in First Quarter and Affirms Full-Year Outlook
Jul 30, 2026
Hamakyorex reported solid growth for the three months ended June 30, 2026, with net sales rising 10.8% year-on-year to ¥41.4 billion and operating profit climbing 20.6% to ¥4.3 billion. Ordinary profit increased 23.3% to ¥4.9 billio...
Hamakyorex Completes Treasury Share Disposal for Restricted Stock Compensation
Jul 17, 2026
Hamakyorex Co., Ltd. has completed the payment procedures related to the disposal of 2,100 treasury shares as restricted stock compensation, following a board resolution passed on June 19, 2026. The shares, priced at 1,787 yen each for a total of ...
Hamakyorex Completes Restricted Share-Based Treasury Stock Disposition
Jul 16, 2026
Hamakyorex Co., Ltd. has completed the payment procedures for the disposition of treasury stock used as restricted share-based remuneration, following a resolution by its board of directors on June 17, 2026. The company allotted 4,000 common share...
Hamakyorex Cuts Size of Treasury Share Disposal to Employee Shareholding Plan
Jul 15, 2026
Hamakyorex has completed the payment procedures for a disposal of treasury shares via third-party allotment to its Employee Shareholding Association, a move initially approved by the board in May 2026. Following finalization of association members...
Hamakyorex to Grant Restricted Treasury Shares to Subsidiary Executives and Staff
Jun 19, 2026
Hamakyorex has approved the disposal of 2,100 treasury shares as restricted stock compensation for 25 officers and senior employees at its subsidiaries, with a total value of ¥3.75 million and a disposal price of ¥1,787 per share. The st...
Hamakyorex to Grant Restricted Treasury Shares to Directors as Equity-Based Pay
Jun 17, 2026
Hamakyorex Co., Ltd. has approved the disposition of 4,000 shares of its treasury stock as restricted share-based remuneration for five internal directors, at a price of 1,823 yen per share, for a total value of 7.29 million yen. The program forms...
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.