TipRanks
Go Ultimate55% OFF

Seino Holdings Co (9076) AI Stock Analysis

Top Page

JP:9076

Seino Holdings Co

(TSE/TYO:9076)

Select Model
Rating:71.75Outperform
Price Target:JPY 2,985.00â–²(13.63% Upside)
Action:reiterated
Date:08/09/26

The score is driven primarily by solid financial stability and improving scale supported by low leverage and positive free cash flow. Valuation is supportive with a reasonable P/E and strong dividend yield. The main limiter is mixed technical momentum (negative MACD and subdued Stochastics), alongside structurally thin margins and only moderate returns on equity.

Positive Factors
Sustained Revenue GrowthThe sustained increase in revenue indicates expanding logistics activity and customer demand. Continued scale can improve network utilization and support operating stability, giving the group a durable platform for growth over the next several quarters.
Negative Factors
Structurally Thin Net MarginsThin net margins leave limited protection against fuel, labor, maintenance, and demand pressures. Even stable revenue growth may translate into modest profit expansion unless Seino can improve pricing, productivity, or network efficiency.

Seino Holdings Co (9076) vs. iShares MSCI Japan ETF (EWJ)

-10%0%10%20%30%40%JP:9076+25.49%EWJ+15.87%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
JPY 2.58B
Dividend Yield
3.96%
Average Volume (3M)
419.47K
Price to Earnings (P/E)
15.3
Beta (1Y)
0.28
Revenue Growth
7.10%
EPS Growth
28.15%
Country
Japan
Employees
31,408
Sector
Industrials
Sector Strength
63
Industry
Trucking

Seino Holdings Co Business Overview & Revenue Model

Company Description

Seino Holdings Co., Ltd. operates as a diversified enterprise delivering transportation and logistics solutions across Japan and on an international scale. Its business activities span four primary segments: Transportation Services, Vehicle Sales, Me...

How the Company Makes Money

Seino Holdings makes money primarily by charging customers for logistics and transportation services delivered through its group companies. Key revenue streams typically include: (1) Freight transportation fees: the largest driver is domestic land tr...

Seino Holdings Co Financial Statement Overview

Summary

Financials are stable and improving: revenue has risen steadily into TTM, profitability is consistent for trucking (gross margin ~11–12%, EBITDA margin ~8–9%), and leverage is conservative (debt-to-equity ~0.21). Offsetting factors are structurally thin net margins (~3%), only moderate ROE (~5–6%), and somewhat uneven cash conversion despite positive and improving free cash flow.

Income Statement

74Positive

Balance Sheet

78Positive

Cash Flow

70Positive
Financial statement breakdown
BreakdownTTMMar 2026Mar 2026Mar 2025Mar 2024Mar 2023
Income Statement
Total Revenue804.33B737.38B812.97B642.81B631.51B607.66B
Gross Profit93.17B81.67B92.61B68.73B71.80B67.47B
EBITDA68.96B59.40B71.58B49.85B55.52B52.06B
Net Income23.58B19.25B23.64B14.56B19.01B17.25B
Balance Sheet
Total Assets764.14B770.84B790.07B689.52B703.89B685.27B
Cash, Cash Equivalents and Short-Term Investments71.39B85.12B87.82B83.47B109.75B108.49B
Total Debt113.12B125.95B91.26B47.34B50.15B50.17B
Total Liabilities333.18B347.26B318.80B253.94B254.16B251.74B
Stockholders Equity403.53B397.00B443.61B430.38B444.85B429.89B
Cash Flow
Free Cash Flow11.80B14.62B19.12B25.04B14.34B16.14B
Operating Cash Flow52.51B52.75B56.59B48.44B39.27B45.53B
Investing Cash Flow-67.47B-69.51B-32.98B-24.51B-29.59B-31.79B
Financing Cash Flow-28.80B18.59B-17.01B-49.65B-8.17B-7.88B

Seino Holdings Co Peers Comparison

Overall Rating

UnderperformOutperform
Sector (63)

Financial Indicators

JP:9076 against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
JP:9059JP:905980OutperformJPY 20.42B8.14―2.69%1.09%8.51%
JP:9039JP:903977OutperformJPY 126.12B13.60―3.24%3.60%4.62%
JP:9076JP:907672OutperformJPY 391.59B15.276.20%3.96%7.10%28.15%
JP:9057JP:905766NeutralJPY 23.39B10.34―3.06%3.03%-3.45%
Sector *63Neutral$10.79B15.437.44%2.01%2.89%-14.66%
JP:9075JP:907563NeutralJPY 256.76B15.465.44%1.33%6.27%113.40%
JP:9064JP:906438UnderperformJPY 675.43B47.132.32%2.34%4.30%-66.48%

* Industrials Sector Average

Performance Comparison

-25%0%25%50%75%JP:9076JP:9064JP:9075JP:9039JP:9057JP:9059Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
JP:9076 and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
JP:9076Seino Holdings Co 2627.00535.0525.58%
JP:9064Yamato Holdings Co 1969.50-228.18-10.38%
JP:9075Fukuyama Transporting Co., Ltd.6600.002831.3575.13%
JP:9039Sakai Moving Service Co., Ltd.3025.00303.5611.15%
JP:9057Enshu Truck Co., Ltd.3135.00-121.14-3.72%
JP:9059Kanda Holdings Co., Ltd.911.0071.558.52%

Seino Holdings Co Corporate Events

Seino Holdings Updates Q1 FY2027 Results and Revises Earnings Outlook

Aug 6, 2026

Seino Holdings has released its financial results presentation materials for the first quarter of the fiscal year ending March 2027. The disclosure highlights performance for the period, a revision of its earnings forecast, and details on its transpo...

Seino Holdings lifts interim outlook after robust first-quarter earnings

Aug 6, 2026

Seino Holdings reported strong first-quarter results for the fiscal year ending March 31, 2027, with operating revenue rising 7.1% year on year to ¥213.8 billion and profit attributable to owners of the parent surging 52.3% to ¥8.6 billion....

Seino Holdings Completes Restricted Share-Based Compensation Disposal

Jul 31, 2026

Seino Holdings Co., Ltd. has completed the payment procedures for the disposal of 187,500 treasury shares as restricted share-based compensation, following a July 3, 2026 board resolution. The shares, priced at 2,650 yen each for a total of 496,875,0...

Seino Holdings to Allocate Treasury Shares Under Revised Restricted Stock Plan

Jul 3, 2026

Seino Holdings has approved the disposal of 187,500 treasury shares at ¥2,650 per share, totaling about ¥496.9 million, to grant restricted stock to its directors and executive officers. The allocation covers board members, audit and superv...

Seino Holdings Outside Director Resigns Over Governance Dispute

Jul 2, 2026

Seino Holdings has announced the resignation of outside director Takahiko Ijichi, effective July 1, 2026, following a serious divergence of views between him and the company over its approach to corporate governance. The board accepted his departure...

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 09, 2026