View Future GrowthK.R.S 過去の業績過去 基準チェック /26K.R.Sは、平均年間12.3%の収益成長を遂げていますが、 Logistics業界の収益は、年間 成長しています。収益は、平均年間5.6% 3.7%収益成長率で 成長しています。 K.R.Sの自己資本利益率は5.2%であり、純利益率は1.2%です。主要情報12.27%収益成長率12.27%EPS成長率Logistics 業界の成長13.19%収益成長率3.66%株主資本利益率5.19%ネット・マージン1.19%前回の決算情報31 May 2026最近の業績更新Reported Earnings • Jul 05Second quarter 2026 earnings released: EPS: JP¥27.24 (vs JP¥35.00 in 2Q 2025)Second quarter 2026 results: EPS: JP¥27.24 (down from JP¥35.00 in 2Q 2025). Revenue: JP¥52.6b (up 3.0% from 2Q 2025). Net income: JP¥677.0m (down 22% from 2Q 2025). Profit margin: 1.3% (down from 1.7% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 52% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 29First quarter 2026 earnings released: EPS: JP¥23.58 (vs JP¥24.02 in 1Q 2025)First quarter 2026 results: EPS: JP¥23.58 (down from JP¥24.02 in 1Q 2025). Revenue: JP¥50.1b (up 3.2% from 1Q 2025). Net income: JP¥586.0m (down 1.8% from 1Q 2025). Profit margin: 1.2% (in line with 1Q 2025). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jan 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥107 (down from JP¥107 in FY 2024). Revenue: JP¥202.6b (up 3.8% from FY 2024). Net income: JP¥2.65b (flat on FY 2024). Profit margin: 1.3% (down from 1.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 29%. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 05K.R.S. Corporation to Report Fiscal Year 2025 Results on Jan 08, 2026K.R.S. Corporation announced that they will report fiscal year 2025 results on Jan 08, 2026Reported Earnings • Oct 02Third quarter 2025 earnings released: EPS: JP¥24.70 (vs JP¥31.74 in 3Q 2024)Third quarter 2025 results: EPS: JP¥24.70 (down from JP¥31.74 in 3Q 2024). Revenue: JP¥51.0b (up 2.3% from 3Q 2024). Net income: JP¥614.0m (down 22% from 3Q 2024). Profit margin: 1.2% (down from 1.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 05K.R.S. Corporation to Report Q3, 2025 Results on Sep 30, 2025K.R.S. Corporation announced that they will report Q3, 2025 results on Sep 30, 2025すべての更新を表示Recent updatesReported Earnings • Jul 05Second quarter 2026 earnings released: EPS: JP¥27.24 (vs JP¥35.00 in 2Q 2025)Second quarter 2026 results: EPS: JP¥27.24 (down from JP¥35.00 in 2Q 2025). Revenue: JP¥52.6b (up 3.0% from 2Q 2025). Net income: JP¥677.0m (down 22% from 2Q 2025). Profit margin: 1.3% (down from 1.7% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 52% per year, which means it is significantly lagging earnings growth.New Risk • May 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.6% average weekly change).Upcoming Dividend • May 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 07 August 2026. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.7%).お知らせ • Apr 24K.R.S. Corporation (TSE:9369) agreed to acquire 51.60% stake in Coldrush Logistics Private Limited for ¥2.8 billion.K.R.S. Corporation (TSE:9369) agreed to acquire 51.60% stake in Coldrush Logistics Private Limited from Hydra Commercial Investment LLC, Mubeen Mansur Mehta, Mansur Abubaker Mehta and Kartik Ashok Shah for ¥2.8 billion on April 23, 2026. A cash consideration of ¥2.75 billion will be paid by K.R.S. Corporation. As part of consideration, ¥2.75 billion is paid towards None of Coldrush Logistics Private Limited. The transaction received approval from the acquirer board. The expected completion of the transaction is August 10, 2026.Reported Earnings • Mar 29First quarter 2026 earnings released: EPS: JP¥23.58 (vs JP¥24.02 in 1Q 2025)First quarter 2026 results: EPS: JP¥23.58 (down from JP¥24.02 in 1Q 2025). Revenue: JP¥50.1b (up 3.2% from 1Q 2025). Net income: JP¥586.0m (down 1.8% from 1Q 2025). Profit margin: 1.2% (in line with 1Q 2025). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jan 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥107 (down from JP¥107 in FY 2024). Revenue: JP¥202.6b (up 3.8% from FY 2024). Net income: JP¥2.65b (flat on FY 2024). Profit margin: 1.3% (down from 1.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 29%. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 08K.R.S. Corporation, Annual General Meeting, Feb 25, 2026K.R.S. Corporation, Annual General Meeting, Feb 25, 2026.Price Target Changed • Dec 02Price target decreased by 14% to JP¥1,500Down from JP¥1,750, the current price target is provided by 1 analyst. New target price is 43% below last closing price of JP¥2,632. Stock is up 9.7% over the past year. The company is forecast to post earnings per share of JP¥82.50 for next year compared to JP¥107 last year.Upcoming Dividend • Nov 20Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 27 November 2025. Payment date: 27 February 2026. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.8%).お知らせ • Nov 05K.R.S. Corporation to Report Fiscal Year 2025 Results on Jan 08, 2026K.R.S. Corporation announced that they will report fiscal year 2025 results on Jan 08, 2026Valuation Update With 7 Day Price Move • Oct 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,703, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 15x in the Logistics industry in Japan. Total returns to shareholders of 160% over the past three years.分析記事 • Oct 02Subdued Growth No Barrier To K.R.S. Corporation's (TSE:9369) PriceIt's not a stretch to say that K.R.S. Corporation's ( TSE:9369 ) price-to-sales (or "P/S") ratio of 0.4x right now...Reported Earnings • Oct 02Third quarter 2025 earnings released: EPS: JP¥24.70 (vs JP¥31.74 in 3Q 2024)Third quarter 2025 results: EPS: JP¥24.70 (down from JP¥31.74 in 3Q 2024). Revenue: JP¥51.0b (up 2.3% from 3Q 2024). Net income: JP¥614.0m (down 22% from 3Q 2024). Profit margin: 1.2% (down from 1.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 05K.R.S. Corporation to Report Q3, 2025 Results on Sep 30, 2025K.R.S. Corporation announced that they will report Q3, 2025 results on Sep 30, 2025New Risk • Jul 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (69% net debt to equity). Share price has been volatile over the past 3 months (5.8% average weekly change).Reported Earnings • Jul 04Second quarter 2025 earnings released: EPS: JP¥35.00 (vs JP¥44.01 in 2Q 2024)Second quarter 2025 results: EPS: JP¥35.00 (down from JP¥44.01 in 2Q 2024). Revenue: JP¥51.1b (up 4.6% from 2Q 2024). Net income: JP¥870.0m (down 21% from 2Q 2024). Profit margin: 1.7% (down from 2.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jul 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. Minor Risk High level of debt (71% net debt to equity).Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,905, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 14x in the Logistics industry in Japan. Total returns to shareholders of 180% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,706 per share.分析記事 • Jun 12K.R.S' (TSE:9369) Returns Have Hit A WallWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...分析記事 • May 27There's Reason For Concern Over K.R.S. Corporation's (TSE:9369) Massive 26% Price JumpThe K.R.S. Corporation ( TSE:9369 ) share price has done very well over the last month, posting an excellent gain of...Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,229, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Logistics industry in Japan. Total returns to shareholders of 119% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,517 per share.Upcoming Dividend • May 22Upcoming dividend of JP¥13.50 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 07 August 2025. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (3.1%).Buy Or Sell Opportunity • May 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥1,879. The fair value is estimated to be JP¥2,382, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 5.1% in 2 years. Earnings are forecast to decline by 8.7% in the next 2 years.お知らせ • Apr 29K.R.S. Corporation to Report Q2, 2025 Results on Jul 03, 2025K.R.S. Corporation announced that they will report Q2, 2025 results on Jul 03, 2025Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,463, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Logistics industry in Japan. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,485 per share.Reported Earnings • Apr 02First quarter 2025 earnings released: EPS: JP¥24.02 (vs JP¥22.57 in 1Q 2024)First quarter 2025 results: EPS: JP¥24.02 (up from JP¥22.57 in 1Q 2024). Revenue: JP¥48.5b (up 4.5% from 1Q 2024). Net income: JP¥597.0m (up 6.4% from 1Q 2024). Profit margin: 1.2% (in line with 1Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Reported Earnings • Mar 04Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥107 (up from JP¥53.67 loss in FY 2023). Revenue: JP¥195.2b (up 5.7% from FY 2023). Net income: JP¥2.66b (up JP¥3.99b from FY 2023). Profit margin: 1.4% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.6%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.お知らせ • Feb 08K.R.S. Corporation to Report Q1, 2025 Results on Mar 28, 2025K.R.S. Corporation announced that they will report Q1, 2025 results on Mar 28, 2025分析記事 • Feb 07Does K.R.S (TSE:9369) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Major Estimate Revision • Jan 30Consensus EPS estimates fall by 26%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥122 to JP¥90.50. Revenue forecast unchanged from JP¥199.0b at last update. Net income forecast to shrink 15% next year vs 7.8% growth forecast for Logistics industry in Japan . Consensus price target up from JP¥1,650 to JP¥1,800. Share price rose 3.1% to JP¥2,246 over the past week.Price Target Changed • Jan 29Price target increased by 13% to JP¥1,800Up from JP¥1,600, the current price target is an average from 2 analysts. New target price is 19% below last closing price of JP¥2,224. Stock is up 137% over the past year. The company is forecast to post earnings per share of JP¥90.50 for next year compared to JP¥107 last year.Reported Earnings • Jan 15Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥107 (up from JP¥53.67 loss in FY 2023). Revenue: JP¥195.2b (up 5.7% from FY 2023). Net income: JP¥2.66b (up JP¥3.99b from FY 2023). Profit margin: 1.4% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.6%. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.分析記事 • Jan 14K.R.S. Corporation's (TSE:9369) Intrinsic Value Is Potentially 46% Above Its Share PriceKey Insights K.R.S' estimated fair value is JP¥2,956 based on 2 Stage Free Cash Flow to Equity K.R.S is estimated to be...お知らせ • Jan 09K.R.S. Corporation, Annual General Meeting, Feb 26, 2025K.R.S. Corporation, Annual General Meeting, Feb 26, 2025.分析記事 • Dec 02There's Reason For Concern Over K.R.S. Corporation's (TSE:9369) Massive 26% Price JumpK.R.S. Corporation ( TSE:9369 ) shareholders would be excited to see that the share price has had a great month...分析記事 • Nov 21Returns On Capital At K.R.S (TSE:9369) Have Hit The BrakesDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Upcoming Dividend • Nov 21Upcoming dividend of JP¥11.50 per shareEligible shareholders must have bought the stock before 28 November 2024. Payment date: 26 February 2025. The company is not currently making a profit and its cash payout ratio is 91%. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.3%).お知らせ • Nov 06K.R.S. Corporation to Report Fiscal Year 2024 Results on Jan 09, 2025K.R.S. Corporation announced that they will report fiscal year 2024 results on Jan 09, 2025Reported Earnings • Sep 28Third quarter 2024 earnings released: EPS: JP¥31.74 (vs JP¥22.77 in 3Q 2023)Third quarter 2024 results: EPS: JP¥31.74 (up from JP¥22.77 in 3Q 2023). Revenue: JP¥49.9b (up 5.7% from 3Q 2023). Net income: JP¥789.0m (up 39% from 3Q 2023). Profit margin: 1.6% (up from 1.2% in 3Q 2023). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.分析記事 • Sep 01Optimistic Investors Push K.R.S. Corporation (TSE:9369) Shares Up 27% But Growth Is LackingK.R.S. Corporation ( TSE:9369 ) shares have continued their recent momentum with a 27% gain in the last month alone...お知らせ • Aug 30K.R.S. Corporation to Report Q3, 2024 Results on Sep 27, 2024K.R.S. Corporation announced that they will report Q3, 2024 results on Sep 27, 2024New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risk High level of debt (61% net debt to equity).Buy Or Sell Opportunity • Aug 05Now 23% undervaluedOver the last 90 days, the stock has risen 23% to JP¥1,403. The fair value is estimated to be JP¥1,818, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Jul 08Second quarter 2024 earnings released: EPS: JP¥44.01 (vs JP¥18.06 in 2Q 2023)Second quarter 2024 results: EPS: JP¥44.01 (up from JP¥18.06 in 2Q 2023). Revenue: JP¥48.9b (up 6.7% from 2Q 2023). Net income: JP¥1.09b (up 144% from 2Q 2023). Profit margin: 2.2% (up from 1.0% in 2Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.New Risk • Jun 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (65% net debt to equity). Share price has been volatile over the past 3 months (5.6% average weekly change).分析記事 • Jun 06K.R.S. Corporation's (TSE:9369) 27% Price Boost Is Out Of Tune With RevenuesDespite an already strong run, K.R.S. Corporation ( TSE:9369 ) shares have been powering on, with a gain of 27% in the...Upcoming Dividend • May 23Upcoming dividend of JP¥11.50 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 07 August 2024. The company is not currently making a profit and its cash payout ratio is 82%. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.2%).Buy Or Sell Opportunity • May 13Now 21% undervaluedOver the last 90 days, the stock has risen 29% to JP¥1,192. The fair value is estimated to be JP¥1,504, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Meanwhile, the company became loss making.お知らせ • May 03K.R.S. Corporation to Report Q2, 2024 Results on Jul 04, 2024K.R.S. Corporation announced that they will report Q2, 2024 results on Jul 04, 2024Buy Or Sell Opportunity • Apr 25Now 22% undervaluedOver the last 90 days, the stock has risen 23% to JP¥1,156. The fair value is estimated to be JP¥1,487, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Apr 14Now 20% undervaluedOver the last 90 days, the stock has risen 33% to JP¥1,223. The fair value is estimated to be JP¥1,530, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Meanwhile, the company became loss making.Price Target Changed • Apr 10Price target increased by 15% to JP¥1,120Up from JP¥975, the current price target is an average from 2 analysts. New target price is 11% below last closing price of JP¥1,260. Stock is up 28% over the past year. The company is forecast to post earnings per share of JP¥70.40 next year compared to a net loss per share of JP¥53.67 last year.Reported Earnings • Mar 30First quarter 2024 earnings released: EPS: JP¥22.57 (vs JP¥5.63 in 1Q 2023)First quarter 2024 results: EPS: JP¥22.57 (up from JP¥5.63 in 1Q 2023). Revenue: JP¥46.5b (up 4.7% from 1Q 2023). Net income: JP¥561.0m (up 301% from 1Q 2023). Profit margin: 1.2% (up from 0.3% in 1Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Mar 11Now 22% undervaluedOver the last 90 days, the stock has risen 14% to JP¥1,011. The fair value is estimated to be JP¥1,292, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Mar 01K.R.S. Corporation to Report Q1, 2024 Results on Mar 27, 2024K.R.S. Corporation announced that they will report Q1, 2024 results on Mar 27, 2024お知らせ • Jan 12K.R.S. Corporation, Annual General Meeting, Feb 22, 2024K.R.S. Corporation, Annual General Meeting, Feb 22, 2024.Reported Earnings • Jan 12Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: JP¥53.67 loss per share (down from JP¥58.66 profit in FY 2022). Revenue: JP¥184.6b (up 2.8% from FY 2022). Net loss: JP¥1.33b (down 192% from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Upcoming Dividend • Nov 22Upcoming dividend of JP¥11.50 per share at 2.5% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 22 February 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.7%).お知らせ • Nov 02K.R.S. Corporation to Report Fiscal Year 2023 Results on Jan 10, 2024K.R.S. Corporation announced that they will report fiscal year 2023 results on Jan 10, 2024Reported Earnings • Sep 29Third quarter 2023 earnings released: EPS: JP¥22.77 (vs JP¥22.37 in 3Q 2022)Third quarter 2023 results: EPS: JP¥22.77 (up from JP¥22.37 in 3Q 2022). Revenue: JP¥47.2b (up 3.3% from 3Q 2022). Net income: JP¥566.0m (up 1.8% from 3Q 2022). Profit margin: 1.2% (in line with 3Q 2022). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 24K.R.S. Corporation to Report Q3, 2023 Results on Sep 28, 2023K.R.S. Corporation announced that they will report Q3, 2023 results on Sep 28, 2023Buying Opportunity • Aug 03Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be JP¥1,143, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 3.7% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.Buying Opportunity • Jul 07Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 4.1%. The fair value is estimated to be JP¥1,199, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 3.4% in 2 years. Earnings is forecast to grow by 57% in the next 2 years.Upcoming Dividend • May 23Upcoming dividend of JP¥11.50 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 08 August 2023. Payout ratio is a comfortable 42% and the cash payout ratio is 78%. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (2.5%).Reported Earnings • Apr 01First quarter 2023 earnings released: EPS: JP¥5.63 (vs JP¥9.70 in 1Q 2022)First quarter 2023 results: EPS: JP¥5.63 (down from JP¥9.70 in 1Q 2022). Revenue: JP¥44.4b (up 2.6% from 1Q 2022). Net income: JP¥140.0m (down 42% from 1Q 2022). Profit margin: 0.3% (down from 0.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 17K.R.S. Corporation to Report Q1, 2023 Results on Mar 30, 2023K.R.S. Corporation announced that they will report Q1, 2023 results on Mar 30, 2023Price Target Changed • Jan 26Price target decreased by 11% to JP¥975Down from JP¥1,100, the current price target is an average from 2 analysts. New target price is 8.0% above last closing price of JP¥903. Stock is up 8.4% over the past year. The company is forecast to post earnings per share of JP¥64.38 for next year compared to JP¥58.66 last year.お知らせ • Jan 12K.R.S. Corporation, Annual General Meeting, Feb 21, 2023K.R.S. Corporation, Annual General Meeting, Feb 21, 2023.Reported Earnings • Jan 11Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥58.66 (down from JP¥62.72 in FY 2021). Revenue: JP¥179.6b (up 2.1% from FY 2021). Net income: JP¥1.46b (down 6.5% from FY 2021). Profit margin: 0.8% (down from 0.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.5%. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Nov 22Upcoming dividend of JP¥11.50 per shareEligible shareholders must have bought the stock before 29 November 2022. Payment date: 24 February 2023. Payout ratio is a comfortable 34% and the cash payout ratio is 80%. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 10 non-independent directors. Independent Outside Director Keiko Otsuki was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 09K.R.S. Corporation to Report Fiscal Year 2022 Results on Jan 10, 2023K.R.S. Corporation announced that they will report fiscal year 2022 results on Jan 10, 2023Reported Earnings • Oct 06Third quarter 2022 earnings released: EPS: JP¥22.37 (vs JP¥24.86 in 3Q 2021)Third quarter 2022 results: EPS: JP¥22.37 (down from JP¥24.86 in 3Q 2021). Revenue: JP¥45.6b (up 2.1% from 3Q 2021). Net income: JP¥556.0m (down 10.0% from 3Q 2021). Profit margin: 1.2% (down from 1.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 10% per year.お知らせ • Aug 11K.R.S. Corporation to Report Q3, 2022 Results on Oct 05, 2022K.R.S. Corporation announced that they will report Q3, 2022 results on Oct 05, 2022Reported Earnings • Jul 13Second quarter 2022 earnings released: EPS: JP¥19.71 (vs JP¥21.40 in 2Q 2021)Second quarter 2022 results: EPS: JP¥19.71 (down from JP¥21.40 in 2Q 2021). Revenue: JP¥44.9b (up 1.8% from 2Q 2021). Net income: JP¥490.0m (down 7.9% from 2Q 2021). Profit margin: 1.1% (down from 1.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 24% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • May 25K.R.S. Corporation to Report Q2, 2022 Results on Jul 11, 2022K.R.S. Corporation announced that they will report Q2, 2022 results on Jul 11, 2022Upcoming Dividend • May 23Upcoming dividend of JP¥11.50 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 08 August 2022. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 10 non-independent directors. Independent Outside Director Keiko Otsuki was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 08First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: JP¥9.70 (up from JP¥1.09 in 1Q 2021). Revenue: JP¥43.2b (up 1.4% from 1Q 2021). Net income: JP¥241.0m (up JP¥214.0m from 1Q 2021). Profit margin: 0.6% (up from 0.1% in 1Q 2021). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Over the next year, revenue is forecast to stay flat compared to a 19% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Feb 02K.R.S. Corporation to Report Q1, 2022 Results on Apr 06, 2022K.R.S. Corporation announced that they will report Q1, 2022 results on Apr 06, 2022Reported Earnings • Jan 12Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥126 (up from JP¥29.29 in FY 2020). Revenue: JP¥176.0b (up 2.8% from FY 2020). Net income: JP¥1.56b (up 114% from FY 2020). Profit margin: 0.9% (up from 0.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Earnings per share (EPS) surpassed analyst estimates by 18%. Over the next year, revenue is forecast to grow 3.5%, compared to a 19% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Nov 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 November 2021. Payment date: 25 February 2022. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).Price Target Changed • Oct 24Price target increased to JP¥1,990Up from JP¥1,773, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥1,909. Stock is up 9.1% over the past year. The company is forecast to post earnings per share of JP¥108 for next year compared to JP¥58.58 last year.Reported Earnings • Oct 03Third quarter 2021 earnings released: EPS JP¥49.72 (vs JP¥20.12 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥44.7b (up 3.9% from 3Q 2020). Net income: JP¥618.0m (up 147% from 3Q 2020). Profit margin: 1.4% (up from 0.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 08Second quarter 2021 earnings released: EPS JP¥42.80 (vs JP¥4.99 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥44.1b (up 4.1% from 2Q 2020). Net income: JP¥532.0m (up JP¥470.0m from 2Q 2020). Profit margin: 1.2% (up from 0.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Upcoming Dividend • May 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 06 August 2021. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).Reported Earnings • Apr 04First quarter 2021 earnings released: EPS JP¥2.49 (vs JP¥4.18 in 1Q 2020)The company reported a soft first quarter result with weaker earnings, although revenues and profit margins were flat. First quarter 2021 results: Revenue: JP¥42.7b (flat on 1Q 2020). Net income: JP¥31.0m (down 40% from 1Q 2020). Profit margin: 0.1% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 03Full year 2020 earnings released: EPS JP¥58.58 (vs JP¥148 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: JP¥171.2b (flat on FY 2019). Net income: JP¥728.0m (down 60% from FY 2019). Profit margin: 0.4% (down from 1.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Mar 03Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.4%. Earnings per share (EPS) exceeded analyst estimates by 7.0%. Over the next year, revenue is forecast to grow 3.4%, compared to a 13% growth forecast for the Transportation industry in Japan.Price Target Changed • Feb 25Price target raised to JP¥1,975Up from JP¥1,817, the current price target is an average from 3 analysts. The new target price is 25% above the current share price of JP¥1,583. As of last close, the stock is down 14% over the past year.お知らせ • Jan 31K.R.S. Corporation to Report Q1, 2021 Results on Apr 02, 2021K.R.S. Corporation announced that they will report Q1, 2021 results on Apr 02, 2021Major Estimate Revision • Jan 21Analysts update estimatesThe 2021 consensus earning per share (EPS) estimate was lowered from JP¥131 to JP¥113. Revenue estimate was approximately flat at JP¥177.0b. Net income is expected to grow by 92% next year compared to 13% growth forecast for the Transportation industry in Japan. The consensus price target of JP¥1,817 was unchanged from the last update. Share price is up 1.8% to JP¥1,568 over the past week.Is New 90 Day High Low • Jan 12New 90-day low: JP¥1,578The company is down 9.0% from its price of JP¥1,728 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,298 per share.Analyst Estimate Surprise Post Earnings • Jan 09Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.4%. Earnings per share (EPS) exceeded analyst estimates by 7.0%. Over the next year, revenue is forecast to grow 3.6%, compared to a 2.3% growth forecast for the Transportation industry in Japan.Reported Earnings • Jan 09Full year 2020 earnings released: EPS JP¥58.58The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: JP¥171.2b (flat on FY 2019). Net income: JP¥728.0m (down 60% from FY 2019). Profit margin: 0.4% (down from 1.1% in FY 2019). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Price Target Changed • Dec 01Price target raised to JP¥1,775Up from JP¥1,525, the current price target is an average from 2 analysts. The new target price is 7.4% above the current share price of JP¥1,653. As of last close, the stock is down 10% over the past year.収支内訳K.R.S の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:9369 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 May 26205,6772,4446,903028 Feb 26204,1642,6376,706030 Nov 25202,6022,6486,577031 Aug 25200,6722,2976,637031 May 25199,5012,4726,684028 Feb 25197,2662,6966,580030 Nov 24195,1922,6606,482031 Aug 24192,471-456,314031 May 24189,767-2686,193029 Feb 24186,693-9136,262030 Nov 23184,617-1,3346,196031 Aug 23183,2511,3266,045031 May 23181,7371,3165,922028 Feb 23180,7791,3575,865030 Nov 22179,6491,4585,886031 Aug 22178,2951,6695,912031 May 22177,3591,7316,018028 Feb 22176,5451,7735,899030 Nov 21175,9671,5595,829031 Aug 21174,5191,5415,506031 May 21172,8281,1735,222028 Feb 21171,0837034,973030 Nov 20171,1717284,718031 Aug 20171,9002594,792031 May 20172,6825984,781029 Feb 20173,9331,5284,874030 Nov 19172,1851,8354,867031 Aug 19171,6202,2254,750031 May 19171,3832,4864,691028 Feb 19170,2322,4394,578030 Nov 18169,1552,3314,500031 Aug 18166,8152,6924,437031 May 18164,3382,6264,420028 Feb 18162,6452,4564,423030 Nov 17159,7222,7224,349031 Aug 17157,4952,8974,427031 May 17155,5672,8674,369028 Feb 17153,1912,5874,143030 Nov 16153,0342,5844,058031 Aug 16152,7162,2424,069031 May 16152,8602,1543,939029 Feb 16153,0282,2253,928030 Nov 15153,5412,1073,876031 Aug 15153,9672,0923,6380質の高い収益: 9369は 高品質の収益 を持っています。利益率の向上: 9369の現在の純利益率 (1.2%)は、昨年(1.2%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 9369の収益は過去 5 年間で年間12.3%増加しました。成長の加速: 9369は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 9369は過去 1 年間で収益成長率がマイナス ( -1.1% ) となったため、 Logistics業界平均 ( 3.8% ) と比較することが困難です。株主資本利益率高いROE: 9369の 自己資本利益率 ( 5.2% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTransportation 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/24 15:31終値2026/07/24 00:00収益2026/05/31年間収益2025/11/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋K.R.S. Corporation 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Masayoshi YonezawaDaiwa Securities Co. Ltd.Yumiko KaiIchiyoshi Research Institute Inc.Masaharu HirokaneNomura Securities Co. Ltd.1 その他のアナリストを表示
Reported Earnings • Jul 05Second quarter 2026 earnings released: EPS: JP¥27.24 (vs JP¥35.00 in 2Q 2025)Second quarter 2026 results: EPS: JP¥27.24 (down from JP¥35.00 in 2Q 2025). Revenue: JP¥52.6b (up 3.0% from 2Q 2025). Net income: JP¥677.0m (down 22% from 2Q 2025). Profit margin: 1.3% (down from 1.7% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 52% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 29First quarter 2026 earnings released: EPS: JP¥23.58 (vs JP¥24.02 in 1Q 2025)First quarter 2026 results: EPS: JP¥23.58 (down from JP¥24.02 in 1Q 2025). Revenue: JP¥50.1b (up 3.2% from 1Q 2025). Net income: JP¥586.0m (down 1.8% from 1Q 2025). Profit margin: 1.2% (in line with 1Q 2025). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jan 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥107 (down from JP¥107 in FY 2024). Revenue: JP¥202.6b (up 3.8% from FY 2024). Net income: JP¥2.65b (flat on FY 2024). Profit margin: 1.3% (down from 1.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 29%. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 05K.R.S. Corporation to Report Fiscal Year 2025 Results on Jan 08, 2026K.R.S. Corporation announced that they will report fiscal year 2025 results on Jan 08, 2026
Reported Earnings • Oct 02Third quarter 2025 earnings released: EPS: JP¥24.70 (vs JP¥31.74 in 3Q 2024)Third quarter 2025 results: EPS: JP¥24.70 (down from JP¥31.74 in 3Q 2024). Revenue: JP¥51.0b (up 2.3% from 3Q 2024). Net income: JP¥614.0m (down 22% from 3Q 2024). Profit margin: 1.2% (down from 1.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 05K.R.S. Corporation to Report Q3, 2025 Results on Sep 30, 2025K.R.S. Corporation announced that they will report Q3, 2025 results on Sep 30, 2025
Reported Earnings • Jul 05Second quarter 2026 earnings released: EPS: JP¥27.24 (vs JP¥35.00 in 2Q 2025)Second quarter 2026 results: EPS: JP¥27.24 (down from JP¥35.00 in 2Q 2025). Revenue: JP¥52.6b (up 3.0% from 2Q 2025). Net income: JP¥677.0m (down 22% from 2Q 2025). Profit margin: 1.3% (down from 1.7% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has only increased by 52% per year, which means it is significantly lagging earnings growth.
New Risk • May 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (20% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.6% average weekly change).
Upcoming Dividend • May 21Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 07 August 2026. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.7%).
お知らせ • Apr 24K.R.S. Corporation (TSE:9369) agreed to acquire 51.60% stake in Coldrush Logistics Private Limited for ¥2.8 billion.K.R.S. Corporation (TSE:9369) agreed to acquire 51.60% stake in Coldrush Logistics Private Limited from Hydra Commercial Investment LLC, Mubeen Mansur Mehta, Mansur Abubaker Mehta and Kartik Ashok Shah for ¥2.8 billion on April 23, 2026. A cash consideration of ¥2.75 billion will be paid by K.R.S. Corporation. As part of consideration, ¥2.75 billion is paid towards None of Coldrush Logistics Private Limited. The transaction received approval from the acquirer board. The expected completion of the transaction is August 10, 2026.
Reported Earnings • Mar 29First quarter 2026 earnings released: EPS: JP¥23.58 (vs JP¥24.02 in 1Q 2025)First quarter 2026 results: EPS: JP¥23.58 (down from JP¥24.02 in 1Q 2025). Revenue: JP¥50.1b (up 3.2% from 1Q 2025). Net income: JP¥586.0m (down 1.8% from 1Q 2025). Profit margin: 1.2% (in line with 1Q 2025). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jan 09Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥107 (down from JP¥107 in FY 2024). Revenue: JP¥202.6b (up 3.8% from FY 2024). Net income: JP¥2.65b (flat on FY 2024). Profit margin: 1.3% (down from 1.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 29%. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 08K.R.S. Corporation, Annual General Meeting, Feb 25, 2026K.R.S. Corporation, Annual General Meeting, Feb 25, 2026.
Price Target Changed • Dec 02Price target decreased by 14% to JP¥1,500Down from JP¥1,750, the current price target is provided by 1 analyst. New target price is 43% below last closing price of JP¥2,632. Stock is up 9.7% over the past year. The company is forecast to post earnings per share of JP¥82.50 for next year compared to JP¥107 last year.
Upcoming Dividend • Nov 20Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 27 November 2025. Payment date: 27 February 2026. Payout ratio is a comfortable 13% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.8%).
お知らせ • Nov 05K.R.S. Corporation to Report Fiscal Year 2025 Results on Jan 08, 2026K.R.S. Corporation announced that they will report fiscal year 2025 results on Jan 08, 2026
Valuation Update With 7 Day Price Move • Oct 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥2,703, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 15x in the Logistics industry in Japan. Total returns to shareholders of 160% over the past three years.
分析記事 • Oct 02Subdued Growth No Barrier To K.R.S. Corporation's (TSE:9369) PriceIt's not a stretch to say that K.R.S. Corporation's ( TSE:9369 ) price-to-sales (or "P/S") ratio of 0.4x right now...
Reported Earnings • Oct 02Third quarter 2025 earnings released: EPS: JP¥24.70 (vs JP¥31.74 in 3Q 2024)Third quarter 2025 results: EPS: JP¥24.70 (down from JP¥31.74 in 3Q 2024). Revenue: JP¥51.0b (up 2.3% from 3Q 2024). Net income: JP¥614.0m (down 22% from 3Q 2024). Profit margin: 1.2% (down from 1.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 05K.R.S. Corporation to Report Q3, 2025 Results on Sep 30, 2025K.R.S. Corporation announced that they will report Q3, 2025 results on Sep 30, 2025
New Risk • Jul 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (69% net debt to equity). Share price has been volatile over the past 3 months (5.8% average weekly change).
Reported Earnings • Jul 04Second quarter 2025 earnings released: EPS: JP¥35.00 (vs JP¥44.01 in 2Q 2024)Second quarter 2025 results: EPS: JP¥35.00 (down from JP¥44.01 in 2Q 2024). Revenue: JP¥51.1b (up 4.6% from 2Q 2024). Net income: JP¥870.0m (down 21% from 2Q 2024). Profit margin: 1.7% (down from 2.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jul 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. Minor Risk High level of debt (71% net debt to equity).
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,905, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 14x in the Logistics industry in Japan. Total returns to shareholders of 180% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,706 per share.
分析記事 • Jun 12K.R.S' (TSE:9369) Returns Have Hit A WallWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 • May 27There's Reason For Concern Over K.R.S. Corporation's (TSE:9369) Massive 26% Price JumpThe K.R.S. Corporation ( TSE:9369 ) share price has done very well over the last month, posting an excellent gain of...
Valuation Update With 7 Day Price Move • May 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,229, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Logistics industry in Japan. Total returns to shareholders of 119% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,517 per share.
Upcoming Dividend • May 22Upcoming dividend of JP¥13.50 per shareEligible shareholders must have bought the stock before 29 May 2025. Payment date: 07 August 2025. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (3.1%).
Buy Or Sell Opportunity • May 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥1,879. The fair value is estimated to be JP¥2,382, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.7% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 5.1% in 2 years. Earnings are forecast to decline by 8.7% in the next 2 years.
お知らせ • Apr 29K.R.S. Corporation to Report Q2, 2025 Results on Jul 03, 2025K.R.S. Corporation announced that they will report Q2, 2025 results on Jul 03, 2025
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,463, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Logistics industry in Japan. Total returns to shareholders of 48% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,485 per share.
Reported Earnings • Apr 02First quarter 2025 earnings released: EPS: JP¥24.02 (vs JP¥22.57 in 1Q 2024)First quarter 2025 results: EPS: JP¥24.02 (up from JP¥22.57 in 1Q 2024). Revenue: JP¥48.5b (up 4.5% from 1Q 2024). Net income: JP¥597.0m (up 6.4% from 1Q 2024). Profit margin: 1.2% (in line with 1Q 2024). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 04Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥107 (up from JP¥53.67 loss in FY 2023). Revenue: JP¥195.2b (up 5.7% from FY 2023). Net income: JP¥2.66b (up JP¥3.99b from FY 2023). Profit margin: 1.4% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.6%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
お知らせ • Feb 08K.R.S. Corporation to Report Q1, 2025 Results on Mar 28, 2025K.R.S. Corporation announced that they will report Q1, 2025 results on Mar 28, 2025
分析記事 • Feb 07Does K.R.S (TSE:9369) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Major Estimate Revision • Jan 30Consensus EPS estimates fall by 26%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥122 to JP¥90.50. Revenue forecast unchanged from JP¥199.0b at last update. Net income forecast to shrink 15% next year vs 7.8% growth forecast for Logistics industry in Japan . Consensus price target up from JP¥1,650 to JP¥1,800. Share price rose 3.1% to JP¥2,246 over the past week.
Price Target Changed • Jan 29Price target increased by 13% to JP¥1,800Up from JP¥1,600, the current price target is an average from 2 analysts. New target price is 19% below last closing price of JP¥2,224. Stock is up 137% over the past year. The company is forecast to post earnings per share of JP¥90.50 for next year compared to JP¥107 last year.
Reported Earnings • Jan 15Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥107 (up from JP¥53.67 loss in FY 2023). Revenue: JP¥195.2b (up 5.7% from FY 2023). Net income: JP¥2.66b (up JP¥3.99b from FY 2023). Profit margin: 1.4% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.6%. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 4.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings.
分析記事 • Jan 14K.R.S. Corporation's (TSE:9369) Intrinsic Value Is Potentially 46% Above Its Share PriceKey Insights K.R.S' estimated fair value is JP¥2,956 based on 2 Stage Free Cash Flow to Equity K.R.S is estimated to be...
お知らせ • Jan 09K.R.S. Corporation, Annual General Meeting, Feb 26, 2025K.R.S. Corporation, Annual General Meeting, Feb 26, 2025.
分析記事 • Dec 02There's Reason For Concern Over K.R.S. Corporation's (TSE:9369) Massive 26% Price JumpK.R.S. Corporation ( TSE:9369 ) shareholders would be excited to see that the share price has had a great month...
分析記事 • Nov 21Returns On Capital At K.R.S (TSE:9369) Have Hit The BrakesDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Upcoming Dividend • Nov 21Upcoming dividend of JP¥11.50 per shareEligible shareholders must have bought the stock before 28 November 2024. Payment date: 26 February 2025. The company is not currently making a profit and its cash payout ratio is 91%. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.3%).
お知らせ • Nov 06K.R.S. Corporation to Report Fiscal Year 2024 Results on Jan 09, 2025K.R.S. Corporation announced that they will report fiscal year 2024 results on Jan 09, 2025
Reported Earnings • Sep 28Third quarter 2024 earnings released: EPS: JP¥31.74 (vs JP¥22.77 in 3Q 2023)Third quarter 2024 results: EPS: JP¥31.74 (up from JP¥22.77 in 3Q 2023). Revenue: JP¥49.9b (up 5.7% from 3Q 2023). Net income: JP¥789.0m (up 39% from 3Q 2023). Profit margin: 1.6% (up from 1.2% in 3Q 2023). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
分析記事 • Sep 01Optimistic Investors Push K.R.S. Corporation (TSE:9369) Shares Up 27% But Growth Is LackingK.R.S. Corporation ( TSE:9369 ) shares have continued their recent momentum with a 27% gain in the last month alone...
お知らせ • Aug 30K.R.S. Corporation to Report Q3, 2024 Results on Sep 27, 2024K.R.S. Corporation announced that they will report Q3, 2024 results on Sep 27, 2024
New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risk High level of debt (61% net debt to equity).
Buy Or Sell Opportunity • Aug 05Now 23% undervaluedOver the last 90 days, the stock has risen 23% to JP¥1,403. The fair value is estimated to be JP¥1,818, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Jul 08Second quarter 2024 earnings released: EPS: JP¥44.01 (vs JP¥18.06 in 2Q 2023)Second quarter 2024 results: EPS: JP¥44.01 (up from JP¥18.06 in 2Q 2023). Revenue: JP¥48.9b (up 6.7% from 2Q 2023). Net income: JP¥1.09b (up 144% from 2Q 2023). Profit margin: 2.2% (up from 1.0% in 2Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
New Risk • Jun 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (65% net debt to equity). Share price has been volatile over the past 3 months (5.6% average weekly change).
分析記事 • Jun 06K.R.S. Corporation's (TSE:9369) 27% Price Boost Is Out Of Tune With RevenuesDespite an already strong run, K.R.S. Corporation ( TSE:9369 ) shares have been powering on, with a gain of 27% in the...
Upcoming Dividend • May 23Upcoming dividend of JP¥11.50 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 07 August 2024. The company is not currently making a profit and its cash payout ratio is 82%. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.2%).
Buy Or Sell Opportunity • May 13Now 21% undervaluedOver the last 90 days, the stock has risen 29% to JP¥1,192. The fair value is estimated to be JP¥1,504, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • May 03K.R.S. Corporation to Report Q2, 2024 Results on Jul 04, 2024K.R.S. Corporation announced that they will report Q2, 2024 results on Jul 04, 2024
Buy Or Sell Opportunity • Apr 25Now 22% undervaluedOver the last 90 days, the stock has risen 23% to JP¥1,156. The fair value is estimated to be JP¥1,487, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Apr 14Now 20% undervaluedOver the last 90 days, the stock has risen 33% to JP¥1,223. The fair value is estimated to be JP¥1,530, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Meanwhile, the company became loss making.
Price Target Changed • Apr 10Price target increased by 15% to JP¥1,120Up from JP¥975, the current price target is an average from 2 analysts. New target price is 11% below last closing price of JP¥1,260. Stock is up 28% over the past year. The company is forecast to post earnings per share of JP¥70.40 next year compared to a net loss per share of JP¥53.67 last year.
Reported Earnings • Mar 30First quarter 2024 earnings released: EPS: JP¥22.57 (vs JP¥5.63 in 1Q 2023)First quarter 2024 results: EPS: JP¥22.57 (up from JP¥5.63 in 1Q 2023). Revenue: JP¥46.5b (up 4.7% from 1Q 2023). Net income: JP¥561.0m (up 301% from 1Q 2023). Profit margin: 1.2% (up from 0.3% in 1Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Mar 11Now 22% undervaluedOver the last 90 days, the stock has risen 14% to JP¥1,011. The fair value is estimated to be JP¥1,292, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Mar 01K.R.S. Corporation to Report Q1, 2024 Results on Mar 27, 2024K.R.S. Corporation announced that they will report Q1, 2024 results on Mar 27, 2024
お知らせ • Jan 12K.R.S. Corporation, Annual General Meeting, Feb 22, 2024K.R.S. Corporation, Annual General Meeting, Feb 22, 2024.
Reported Earnings • Jan 12Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: JP¥53.67 loss per share (down from JP¥58.66 profit in FY 2022). Revenue: JP¥184.6b (up 2.8% from FY 2022). Net loss: JP¥1.33b (down 192% from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.9% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Upcoming Dividend • Nov 22Upcoming dividend of JP¥11.50 per share at 2.5% yieldEligible shareholders must have bought the stock before 29 November 2023. Payment date: 22 February 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.7%).
お知らせ • Nov 02K.R.S. Corporation to Report Fiscal Year 2023 Results on Jan 10, 2024K.R.S. Corporation announced that they will report fiscal year 2023 results on Jan 10, 2024
Reported Earnings • Sep 29Third quarter 2023 earnings released: EPS: JP¥22.77 (vs JP¥22.37 in 3Q 2022)Third quarter 2023 results: EPS: JP¥22.77 (up from JP¥22.37 in 3Q 2022). Revenue: JP¥47.2b (up 3.3% from 3Q 2022). Net income: JP¥566.0m (up 1.8% from 3Q 2022). Profit margin: 1.2% (in line with 3Q 2022). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 24K.R.S. Corporation to Report Q3, 2023 Results on Sep 28, 2023K.R.S. Corporation announced that they will report Q3, 2023 results on Sep 28, 2023
Buying Opportunity • Aug 03Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be JP¥1,143, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 3.7% in 2 years. Earnings is forecast to grow by 59% in the next 2 years.
Buying Opportunity • Jul 07Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 4.1%. The fair value is estimated to be JP¥1,199, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 3.4% in 2 years. Earnings is forecast to grow by 57% in the next 2 years.
Upcoming Dividend • May 23Upcoming dividend of JP¥11.50 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 May 2023. Payment date: 08 August 2023. Payout ratio is a comfortable 42% and the cash payout ratio is 78%. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (2.5%).
Reported Earnings • Apr 01First quarter 2023 earnings released: EPS: JP¥5.63 (vs JP¥9.70 in 1Q 2022)First quarter 2023 results: EPS: JP¥5.63 (down from JP¥9.70 in 1Q 2022). Revenue: JP¥44.4b (up 2.6% from 1Q 2022). Net income: JP¥140.0m (down 42% from 1Q 2022). Profit margin: 0.3% (down from 0.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 1.0% growth forecast for the Logistics industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 17K.R.S. Corporation to Report Q1, 2023 Results on Mar 30, 2023K.R.S. Corporation announced that they will report Q1, 2023 results on Mar 30, 2023
Price Target Changed • Jan 26Price target decreased by 11% to JP¥975Down from JP¥1,100, the current price target is an average from 2 analysts. New target price is 8.0% above last closing price of JP¥903. Stock is up 8.4% over the past year. The company is forecast to post earnings per share of JP¥64.38 for next year compared to JP¥58.66 last year.
お知らせ • Jan 12K.R.S. Corporation, Annual General Meeting, Feb 21, 2023K.R.S. Corporation, Annual General Meeting, Feb 21, 2023.
Reported Earnings • Jan 11Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥58.66 (down from JP¥62.72 in FY 2021). Revenue: JP¥179.6b (up 2.1% from FY 2021). Net income: JP¥1.46b (down 6.5% from FY 2021). Profit margin: 0.8% (down from 0.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.5%. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Nov 22Upcoming dividend of JP¥11.50 per shareEligible shareholders must have bought the stock before 29 November 2022. Payment date: 24 February 2023. Payout ratio is a comfortable 34% and the cash payout ratio is 80%. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 10 non-independent directors. Independent Outside Director Keiko Otsuki was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 09K.R.S. Corporation to Report Fiscal Year 2022 Results on Jan 10, 2023K.R.S. Corporation announced that they will report fiscal year 2022 results on Jan 10, 2023
Reported Earnings • Oct 06Third quarter 2022 earnings released: EPS: JP¥22.37 (vs JP¥24.86 in 3Q 2021)Third quarter 2022 results: EPS: JP¥22.37 (down from JP¥24.86 in 3Q 2021). Revenue: JP¥45.6b (up 2.1% from 3Q 2021). Net income: JP¥556.0m (down 10.0% from 3Q 2021). Profit margin: 1.2% (down from 1.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 10% per year.
お知らせ • Aug 11K.R.S. Corporation to Report Q3, 2022 Results on Oct 05, 2022K.R.S. Corporation announced that they will report Q3, 2022 results on Oct 05, 2022
Reported Earnings • Jul 13Second quarter 2022 earnings released: EPS: JP¥19.71 (vs JP¥21.40 in 2Q 2021)Second quarter 2022 results: EPS: JP¥19.71 (down from JP¥21.40 in 2Q 2021). Revenue: JP¥44.9b (up 1.8% from 2Q 2021). Net income: JP¥490.0m (down 7.9% from 2Q 2021). Profit margin: 1.1% (down from 1.2% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 24% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • May 25K.R.S. Corporation to Report Q2, 2022 Results on Jul 11, 2022K.R.S. Corporation announced that they will report Q2, 2022 results on Jul 11, 2022
Upcoming Dividend • May 23Upcoming dividend of JP¥11.50 per shareEligible shareholders must have bought the stock before 30 May 2022. Payment date: 08 August 2022. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.4%).
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 10 non-independent directors. Independent Outside Director Keiko Otsuki was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 08First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: JP¥9.70 (up from JP¥1.09 in 1Q 2021). Revenue: JP¥43.2b (up 1.4% from 1Q 2021). Net income: JP¥241.0m (up JP¥214.0m from 1Q 2021). Profit margin: 0.6% (up from 0.1% in 1Q 2021). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Over the next year, revenue is forecast to stay flat compared to a 19% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Feb 02K.R.S. Corporation to Report Q1, 2022 Results on Apr 06, 2022K.R.S. Corporation announced that they will report Q1, 2022 results on Apr 06, 2022
Reported Earnings • Jan 12Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: EPS: JP¥126 (up from JP¥29.29 in FY 2020). Revenue: JP¥176.0b (up 2.8% from FY 2020). Net income: JP¥1.56b (up 114% from FY 2020). Profit margin: 0.9% (up from 0.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 18%. Earnings per share (EPS) surpassed analyst estimates by 18%. Over the next year, revenue is forecast to grow 3.5%, compared to a 19% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Nov 22Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 29 November 2021. Payment date: 25 February 2022. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.3%).
Price Target Changed • Oct 24Price target increased to JP¥1,990Up from JP¥1,773, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥1,909. Stock is up 9.1% over the past year. The company is forecast to post earnings per share of JP¥108 for next year compared to JP¥58.58 last year.
Reported Earnings • Oct 03Third quarter 2021 earnings released: EPS JP¥49.72 (vs JP¥20.12 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥44.7b (up 3.9% from 3Q 2020). Net income: JP¥618.0m (up 147% from 3Q 2020). Profit margin: 1.4% (up from 0.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 08Second quarter 2021 earnings released: EPS JP¥42.80 (vs JP¥4.99 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥44.1b (up 4.1% from 2Q 2020). Net income: JP¥532.0m (up JP¥470.0m from 2Q 2020). Profit margin: 1.2% (up from 0.1% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • May 21Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 28 May 2021. Payment date: 06 August 2021. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.2%).
Reported Earnings • Apr 04First quarter 2021 earnings released: EPS JP¥2.49 (vs JP¥4.18 in 1Q 2020)The company reported a soft first quarter result with weaker earnings, although revenues and profit margins were flat. First quarter 2021 results: Revenue: JP¥42.7b (flat on 1Q 2020). Net income: JP¥31.0m (down 40% from 1Q 2020). Profit margin: 0.1% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 03Full year 2020 earnings released: EPS JP¥58.58 (vs JP¥148 in FY 2019)The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: JP¥171.2b (flat on FY 2019). Net income: JP¥728.0m (down 60% from FY 2019). Profit margin: 0.4% (down from 1.1% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Mar 03Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.4%. Earnings per share (EPS) exceeded analyst estimates by 7.0%. Over the next year, revenue is forecast to grow 3.4%, compared to a 13% growth forecast for the Transportation industry in Japan.
Price Target Changed • Feb 25Price target raised to JP¥1,975Up from JP¥1,817, the current price target is an average from 3 analysts. The new target price is 25% above the current share price of JP¥1,583. As of last close, the stock is down 14% over the past year.
お知らせ • Jan 31K.R.S. Corporation to Report Q1, 2021 Results on Apr 02, 2021K.R.S. Corporation announced that they will report Q1, 2021 results on Apr 02, 2021
Major Estimate Revision • Jan 21Analysts update estimatesThe 2021 consensus earning per share (EPS) estimate was lowered from JP¥131 to JP¥113. Revenue estimate was approximately flat at JP¥177.0b. Net income is expected to grow by 92% next year compared to 13% growth forecast for the Transportation industry in Japan. The consensus price target of JP¥1,817 was unchanged from the last update. Share price is up 1.8% to JP¥1,568 over the past week.
Is New 90 Day High Low • Jan 12New 90-day low: JP¥1,578The company is down 9.0% from its price of JP¥1,728 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,298 per share.
Analyst Estimate Surprise Post Earnings • Jan 09Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.4%. Earnings per share (EPS) exceeded analyst estimates by 7.0%. Over the next year, revenue is forecast to grow 3.6%, compared to a 2.3% growth forecast for the Transportation industry in Japan.
Reported Earnings • Jan 09Full year 2020 earnings released: EPS JP¥58.58The company reported a poor full year result with weaker earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: JP¥171.2b (flat on FY 2019). Net income: JP¥728.0m (down 60% from FY 2019). Profit margin: 0.4% (down from 1.1% in FY 2019). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Price Target Changed • Dec 01Price target raised to JP¥1,775Up from JP¥1,525, the current price target is an average from 2 analysts. The new target price is 7.4% above the current share price of JP¥1,653. As of last close, the stock is down 10% over the past year.