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Senkon Logistics Co., Ltd (JP:9051)
:9051
Japanese Market
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Senkon Logistics Co., Ltd (9051) AI Stock Analysis

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JP:9051

Senkon Logistics Co., Ltd

(9051)

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Neutral 46 (OpenAI - Gpt-5.6Sol)
Rating:46Neutral
Price Target:
¥1,254.00
▼(-3.91% Downside)
Action:Reiterated
Date:08/18/26
The score is held down primarily by weakening profitability and a sharp decline in operating and free cash flow, with leverage adding risk if earnings remain pressured. Technical indicators are also generally bearish with the stock below key moving averages and a negative MACD, only partially offset by near-oversold stochastics. Valuation is mixed: the dividend yield is modest, while a negative P/E points to weak earnings quality.
Positive Factors
Steady Revenue Growth
The multi-year increase in revenue indicates sustained demand for Senkon Logistics' services and a growing customer base. Continued top-line expansion provides a foundation for recovery if the company can restore operating efficiency and improve margins.
Negative Factors
Sharp Margin Compression
The steep decline in profitability shows that revenue growth is not currently translating efficiently into earnings. Persistently thin margins leave limited protection against wage, fuel, labor, or operating-cost pressure and make earnings recovery dependent on improved cost control.
Read all positive and negative factors
Positive Factors
Negative Factors
Steady Revenue Growth
The multi-year increase in revenue indicates sustained demand for Senkon Logistics' services and a growing customer base. Continued top-line expansion provides a foundation for recovery if the company can restore operating efficiency and improve margins.
Read all positive factors

Senkon Logistics Co., Ltd (9051) vs. iShares MSCI Japan ETF (EWJ)

Senkon Logistics Co., Ltd Business Overview & Revenue Model

Company Description
Senkon Logistics Co., Ltd., a multifaceted Japanese enterprise established in 1959 and based in Sendai, offers an extensive array of services across numerous sectors. The company specializes in comprehensive logistics, providing general and light ...
How the Company Makes Money
Senkon Logistics makes money primarily by charging business customers fees for logistics services. Key revenue streams typically include (1) freight transportation fees for moving goods (e.g., trucking and related transport services), (2) warehous...

Senkon Logistics Co., Ltd Financial Statement Overview

Summary
Revenue has grown steadily over multiple years, but profitability weakened sharply in 2026 (net margin ~0.8% and operating margin ~2.9%). Cash generation also deteriorated materially, with operating cash flow dropping to ~¥0.39B (from ~¥1.48B) and free cash flow shrinking to ~¥0.06B (from ~¥0.93B). Leverage remains elevated (debt consistently above equity), increasing sensitivity to the earnings and cash-flow downturn.
Income Statement
48
Neutral
Balance Sheet
55
Neutral
Cash Flow
36
Negative
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue20.22B19.92B18.82B17.54B16.25B16.73B
Gross Profit3.51B3.49B3.36B2.89B2.85B2.80B
EBITDA1.13B1.30B1.53B1.26B1.39B1.50B
Net Income-176.52M167.33M506.41M383.88M522.12M489.57M
Balance Sheet
Total Assets20.19B18.63B18.87B18.09B17.56B17.55B
Cash, Cash Equivalents and Short-Term Investments4.46B2.55B2.93B2.13B2.58B2.81B
Total Debt9.61B8.32B8.57B8.66B8.46B8.83B
Total Liabilities14.04B12.20B12.75B12.33B12.16B12.54B
Stockholders Equity5.79B6.08B5.91B5.50B5.19B4.81B
Cash Flow
Free Cash Flow0.0055.38M934.79M-72.92M421.74M774.99M
Operating Cash Flow0.00393.83M1.48B538.32M935.94M1.05B
Investing Cash Flow0.00-277.45M-417.79M-620.69M-474.84M-188.02M
Financing Cash Flow0.00-496.49M-255.64M-390.25M-683.86M-1.02B

Senkon Logistics Co., Ltd Technical Analysis

Technical Analysis Sentiment
Negative
Last Price1305.00
Price Trends
50DMA
1318.16
Negative
100DMA
1306.43
Positive
200DMA
1366.50
Negative
Market Momentum
MACD
3.31
Positive
RSI
47.75
Neutral
STOCH
12.57
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9051, the sentiment is Negative. The current price of 1305 is below the 20-day moving average (MA) of 1323.60, below the 50-day MA of 1318.16, and below the 200-day MA of 1366.50, indicating a bearish trend. The MACD of 3.31 indicates Positive momentum. The RSI at 47.75 is Neutral, neither overbought nor oversold. The STOCH value of 12.57 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:9051.

Senkon Logistics Co., Ltd Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
¥88.93B12.913.42%0.89%13.66%
73
Outperform
¥16.44B11.614.36%3.09%5.46%
66
Neutral
¥14.93B9.803.85%7.78%20.28%
65
Neutral
¥13.45B10.343.04%4.34%-13.81%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
56
Neutral
¥5.04B21.062.05%25.45%
46
Neutral
¥6.77B-37.291.05%5.75%-140.96%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:9051
Senkon Logistics Co., Ltd
1,320.00
-203.42
-13.35%
JP:9034
Nanso Transport Co., Ltd.
1,682.00
299.91
21.70%
JP:9306
Toyo Logistics Co., Ltd.
2,004.00
297.85
17.46%
JP:9310
Japan Transcity Corporation
1,410.00
289.38
25.82%
JP:9326
Kantsu Co., Ltd.
487.00
125.08
34.56%
JP:9351
Toyo Wharf & Warehouse Co., Ltd.
1,939.00
445.97
29.87%
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