Hamakyorex Co., Ltd. (9037) AI Stock Analysis

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Hamakyorex Co., Ltd.

(TSE/TYO:9037)

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Rating:81Outperform

Price Target:JPY 2,182.00▲(25.26% Upside)

Action:reiterated

Date:08/17/26

The stock scores 81, reflecting strong financial performance with consistent revenue growth and a robust balance sheet. Technical indicators show a bullish trend, though the overbought stochastic suggests caution. Valuation appears attractive with a low P/E and solid dividend yield. The combination supports a positive outlook.

Positive Factors

Sustained Revenue and Earnings GrowthA 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 FlowUneven 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.

Hamakyorex Co., Ltd. (9037) vs. iShares MSCI Japan ETF (EWJ)

Market Cap: JPY 128.61B
Dividend Yield: 2.64%
Average Volume (3M): 140.60K
Price to Earnings (P/E): 11.8
Beta (1Y): 0.58
Revenue Growth: 9.29%
EPS Growth: 15.77%
Country: Japan
Employees: 6,010
Sector: General
Sector Strength: 55
Industry: Integrated Freight & Logistics

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 de...

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 and...

Hamakyorex Co., Ltd. Financial Statement Overview

Summary

Income statement shows steady revenue growth and margin expansion, balance sheet is robust with low leverage, and cash flow generation is healthy despite some variability. Overall strong financial performance.

Income Statement

80Positive

Balance Sheet

85Very Positive

Cash Flow

75Positive

Financial statement breakdown
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	23.13B	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	10.12B	1.83B	7.67B	11.30B	8.11B
Operating Cash Flow	0	19.97B	14.11B	15.88B	13.65B	13.60B
Investing Cash Flow	0	-10.59B	-11.08B	-8.30B	-3.00B	-6.03B
Financing Cash Flow	0	-6.24B	-5.55B	-6.50B	-5.77B	-4.19B

Hamakyorex Co., Ltd. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (55)

Financial Indicators

JP:9037 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:9037	81Outperform	JPY 131.55B	11.75	―	2.64%	9.29%	15.77%
JP:9302	70Neutral	JPY 248.56B	19.56	―	1.55%	10.01%	25.17%
JP:9069	63Neutral	JPY 394.02B	19.24	9.24%	2.25%	9.95%	93.93%
JP:9143	63Neutral	JPY 946.72B	19.99	11.39%	3.36%	14.73%	17.59%
JP:9303	63Neutral	JPY 298.09B	15.03	―	2.58%	4.25%	-5.79%
Sector *	55Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%
JP:9147	44Neutral	JPY 1.33T	91.25	―	1.68%	5.73%	68.03%

* General Sector Average

Performance Comparison

JP:9037 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
JP:9037	Hamakyorex Co., Ltd.	1742.00	161.36	10.21%
JP:9143	SG Holdings Co	1605.00	127.42	8.62%
JP:9069	SENKO Group Holdings Co.Ltd.	2360.00	644.33	37.56%
JP:9147	NIPPON EXPRESS HOLDINGS,INC.	5954.00	2700.51	83.00%
JP:9302	MITSUI-SOKO HOLDINGS Co., Ltd.	3201.00	-532.26	-14.26%
JP:9303	Sumitomo Warehouse Co., Ltd.	3990.00	780.67	24.32%

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 billion and profit attri...

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 3,7...

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 shares a...

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 membership...

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 stock will be a...

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 pa...

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

Hamakyorex Co., Ltd. AI Stock Analysis