Sakai Moving ServiceLtd (9039) 주식 개요사카이 이사 서비스는 일본 내 이사 운송 서비스를 제공합니다. 자세히 보기9039 펀더멘털 분석스노우플레이크 점수가치 평가1/6미래 성장1/6과거 실적3/6재무 건전성6/6배당6/6강점공정 가치 추정치보다 낮은 0.1% 에서 거래수익은 매년 3.64% 증가할 것으로 예상됩니다.지난 5년 동안 수입이 매년 4.3% 증가했습니다.3.92% 의 높고 안정적인 배당금을 지급합니다.위험 분석우리의 위험 점검에서 9039에 대한 위험이 감지되지 않았습니다.모든 위험 점검 보기9039 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW478,064 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA478,064 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥2.98k6.7% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0151b2016201920222025202620282031Revenue JP¥151.5bEarnings JP¥10.8bAdvancedSet Fair ValueView all narrativesSakai Moving Service Co.,Ltd. 경쟁사Maruzen Showa UnyuSymbol: TSE:9068Market cap: JP¥141.7bFukuyama TransportingSymbol: TSE:9075Market cap: JP¥224.4bZEROSymbol: TSE:9028Market cap: JP¥60.2bSeino HoldingsSymbol: TSE:9076Market cap: JP¥455.2b가격 이력 및 성과Sakai Moving ServiceLtd 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가JP¥2,983.0052주 최고가JP¥3,100.0052주 최저가JP¥2,648.00베타0.191개월 변동-0.27%3개월 변동4.59%1년 변동4.19%3년 변동16.30%5년 변동25.34%IPO 이후 변동163.98%최근 뉴스 및 업데이트Reported Earnings • Aug 14First quarter 2027 earnings released: EPS: JP¥94.73 (vs JP¥85.79 in 1Q 2026)First quarter 2027 results: EPS: JP¥94.73 (up from JP¥85.79 in 1Q 2026). Revenue: JP¥35.3b (up 4.5% from 1Q 2026). Net income: JP¥3.81b (up 9.3% from 1Q 2026). Profit margin: 11% (in line with 1Q 2026). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.Declared Dividend • Jul 25Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 29th September 2026 Payment date: 3rd December 2026 Dividend yield will be 3.3%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Jun 03Sakai Moving Service Co.,Ltd. to Report Q1, 2027 Results on Aug 10, 2026Sakai Moving Service Co.,Ltd. announced that they will report Q1, 2027 results on Aug 10, 2026Buy Or Sell Opportunity • Jun 02Now 21% undervaluedOver the last 90 days, the stock has risen 2.2% to JP¥2,807. The fair value is estimated to be JP¥3,554, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.Reported Earnings • May 13Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥214 (down from JP¥216 in FY 2025). Revenue: JP¥124.7b (up 3.1% from FY 2025). Net income: JP¥8.65b (down 1.3% from FY 2025). Profit margin: 6.9% (down from 7.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.공고 • May 12Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 20, 2026Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 20, 2026.더 많은 업데이트 보기Recent updatesReported Earnings • Aug 14First quarter 2027 earnings released: EPS: JP¥94.73 (vs JP¥85.79 in 1Q 2026)First quarter 2027 results: EPS: JP¥94.73 (up from JP¥85.79 in 1Q 2026). Revenue: JP¥35.3b (up 4.5% from 1Q 2026). Net income: JP¥3.81b (up 9.3% from 1Q 2026). Profit margin: 11% (in line with 1Q 2026). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.Declared Dividend • Jul 25Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 29th September 2026 Payment date: 3rd December 2026 Dividend yield will be 3.3%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Jun 03Sakai Moving Service Co.,Ltd. to Report Q1, 2027 Results on Aug 10, 2026Sakai Moving Service Co.,Ltd. announced that they will report Q1, 2027 results on Aug 10, 2026Buy Or Sell Opportunity • Jun 02Now 21% undervaluedOver the last 90 days, the stock has risen 2.2% to JP¥2,807. The fair value is estimated to be JP¥3,554, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.Reported Earnings • May 13Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥214 (down from JP¥216 in FY 2025). Revenue: JP¥124.7b (up 3.1% from FY 2025). Net income: JP¥8.65b (down 1.3% from FY 2025). Profit margin: 6.9% (down from 7.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.공고 • May 12Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 20, 2026Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 20, 2026.Buy Or Sell Opportunity • May 12Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.7% to JP¥2,801. The fair value is estimated to be JP¥3,571, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.공고 • May 10Sakai Moving Service Co.,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Sakai Moving Service Co.,Ltd. announced that they will report fiscal year 2026 results on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥68.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%).Buy Or Sell Opportunity • Mar 03Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,778. The fair value is estimated to be JP¥3,591, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥20.39 (vs JP¥22.04 in 3Q 2025)Third quarter 2026 results: EPS: JP¥20.39 (down from JP¥22.04 in 3Q 2025). Revenue: JP¥26.5b (up 3.7% from 3Q 2025). Net income: JP¥825.0m (down 7.9% from 3Q 2025). Profit margin: 3.1% (down from 3.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Dec 04First half dividend of JP¥68.00 announcedShareholders will receive a dividend of JP¥68.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 3.5%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Dec 03Sakai Moving Service Co.,Ltd. to Report Q3, 2026 Results on Feb 10, 2026Sakai Moving Service Co.,Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥19.99 (vs JP¥23.17 in 2Q 2025)Second quarter 2026 results: EPS: JP¥19.99 (down from JP¥23.17 in 2Q 2025). Revenue: JP¥27.0b (up 2.6% from 2Q 2025). Net income: JP¥812.0m (down 14% from 2Q 2025). Profit margin: 3.0% (down from 3.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.Upcoming Dividend • Sep 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).분석 기사 • Sep 09Sakai Moving ServiceLtd's (TSE:9039) Dividend Will Be ¥30.00Sakai Moving Service Co.,Ltd. ( TSE:9039 ) will pay a dividend of ¥30.00 on the 3rd of December. This makes the...공고 • Sep 09Sakai Moving Service Co.,Ltd. to Report Q2, 2026 Results on Nov 10, 2025Sakai Moving Service Co.,Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025Price Target Changed • Aug 21Price target increased by 8.4% to JP¥2,900Up from JP¥2,675, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,944. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥226 for next year compared to JP¥216 last year.분석 기사 • Aug 12Sakai Moving ServiceLtd's (TSE:9039) Dividend Will Be ¥30.00The board of Sakai Moving Service Co.,Ltd. ( TSE:9039 ) has announced that it will pay a dividend on the 3rd of...Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥85.79 (vs JP¥88.42 in 1Q 2025)First quarter 2026 results: EPS: JP¥85.79 (down from JP¥88.42 in 1Q 2025). Revenue: JP¥33.8b (up 2.6% from 1Q 2025). Net income: JP¥3.49b (down 3.0% from 1Q 2025). Profit margin: 10% (in line with 1Q 2025). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.공고 • Aug 08Sakai Moving Service Co.,Ltd. (TSE:9039) announces an Equity Buyback for 400,000 shares, representing 0.98% for ¥14,000 million.Sakai Moving Service Co.,Ltd. (TSE:9039) announces a share repurchase program. Under the program, the company will repurchase 400,000 shares, representing 0.98% of its issued share capital (excluding treasury stock), for ¥14,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency and to implement flexible capital policy. The program will run until March 31, 2026. As of July 31, 2025, the company had 40,659,728 shares outstanding and 1,664,272 shares in treasury.분석 기사 • Jul 24Sakai Moving ServiceLtd (TSE:9039) Is Due To Pay A Dividend Of ¥30.00The board of Sakai Moving Service Co.,Ltd. ( TSE:9039 ) has announced that it will pay a dividend on the 3rd of...분석 기사 • Jul 10Sakai Moving ServiceLtd (TSE:9039) Is Due To Pay A Dividend Of ¥30.00Sakai Moving Service Co.,Ltd. ( TSE:9039 ) has announced that it will pay a dividend of ¥30.00 per share on the 3rd of...Declared Dividend • Jul 09Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 4.2%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Jun 27Sakai Moving Service Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Sakai Moving Service Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • Jun 25Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥216 (up from JP¥206 in FY 2024). Revenue: JP¥121.0b (up 3.6% from FY 2024). Net income: JP¥8.77b (up 4.9% from FY 2024). Profit margin: 7.2% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year.Reported Earnings • May 14Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥216 (up from JP¥206 in FY 2024). Revenue: JP¥121.0b (up 3.6% from FY 2024). Net income: JP¥8.77b (up 4.9% from FY 2024). Profit margin: 7.2% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 2.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.공고 • May 12+ 4 more updatesSakai Moving Service Co.,Ltd. Provides Dividend Guidance for Fiscal Year Ending March 31, 2026Sakai Moving Service Co.,Ltd. provided dividend guidance for fiscal year ending March 31, 2026. For the year end, the company expects to pay dividend of JPY 68.00 per share against JPY 82.00 per share a year ago.Upcoming Dividend • Mar 21Upcoming dividend of JP¥59.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 17 June 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).Price Target Changed • Mar 04Price target decreased by 8.5% to JP¥2,825Down from JP¥3,087, the current price target is an average from 2 analysts. New target price is 18% above last closing price of JP¥2,401. Stock is down 5.8% over the past year. The company is forecast to post earnings per share of JP¥216 for next year compared to JP¥206 last year.분석 기사 • Mar 04Sakai Moving ServiceLtd (TSE:9039) Is Paying Out A Larger Dividend Than Last YearThe board of Sakai Moving Service Co.,Ltd. ( TSE:9039 ) has announced that it will be paying its dividend of ¥59.00 on...공고 • Mar 03Sakai Moving Service Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Sakai Moving Service Co.,Ltd. announced that they will report fiscal year 2025 results at 12:00 PM, Tokyo Standard Time on May 12, 2025Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥22.04 (vs JP¥27.94 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.04 (down from JP¥27.94 in 3Q 2024). Revenue: JP¥25.6b (up 2.7% from 3Q 2024). Net income: JP¥896.0m (down 21% from 3Q 2024). Profit margin: 3.5% (down from 4.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.6% 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 1% per year.분석 기사 • Jan 13Sakai Moving ServiceLtd (TSE:9039) Has Announced That It Will Be Increasing Its Dividend To ¥59.00Sakai Moving Service Co.,Ltd. ( TSE:9039 ) will increase its dividend from last year's comparable payment on the 17th...분석 기사 • Dec 18Sakai Moving ServiceLtd (TSE:9039) Is Increasing Its Dividend To ¥59.00Sakai Moving Service Co.,Ltd. ( TSE:9039 ) has announced that it will be increasing its dividend from last year's...공고 • Dec 05Sakai Moving Service Co.,Ltd. to Report Q3, 2025 Results on Feb 10, 2025Sakai Moving Service Co.,Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025분석 기사 • Dec 04Sakai Moving ServiceLtd (TSE:9039) Will Pay A Larger Dividend Than Last Year At ¥59.00The board of Sakai Moving Service Co.,Ltd. ( TSE:9039 ) has announced that it will be paying its dividend of ¥59.00 on...Declared Dividend • Dec 04First half dividend of JP¥59.00 announcedShareholders will receive a dividend of JP¥59.00. Ex-date: 28th March 2025 Payment date: 17th June 2025 Dividend yield will be 3.1%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (19% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥23.17 (vs JP¥23.56 in 2Q 2024)Second quarter 2025 results: EPS: JP¥23.17 (down from JP¥23.56 in 2Q 2024). Revenue: JP¥26.3b (up 3.9% from 2Q 2024). Net income: JP¥942.0m (down 1.7% from 2Q 2024). Profit margin: 3.6% (down from 3.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Transportation 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 only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 20Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).공고 • Aug 31Sakai Moving Service Co.,Ltd. to Report Q2, 2025 Results on Oct 31, 2024Sakai Moving Service Co.,Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥88.42 (vs JP¥94.64 in 1Q 2024)First quarter 2025 results: EPS: JP¥88.42 (down from JP¥94.64 in 1Q 2024). Revenue: JP¥32.9b (up 3.6% from 1Q 2024). Net income: JP¥3.60b (down 6.6% from 1Q 2024). Profit margin: 11% (down from 12% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.분석 기사 • Aug 08Capital Allocation Trends At Sakai Moving ServiceLtd (TSE:9039) Aren't IdealIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Declared Dividend • Jul 11Final dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.0%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 21Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥206 (up from JP¥202 in FY 2023). Revenue: JP¥116.9b (up 6.7% from FY 2023). Net income: JP¥8.36b (up 1.8% from FY 2023). Profit margin: 7.2% (down from 7.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 8.9%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공고 • Jun 10Sakai Moving Service Co.,Ltd. to Report Q1, 2025 Results on Jul 31, 2024Sakai Moving Service Co.,Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024Major Estimate Revision • May 29Consensus EPS estimates fall by 13%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from JP¥120.4b to JP¥122.0b. EPS estimate fell from JP¥253 to JP¥221 per share. Net income forecast to grow 7.7% next year vs 4.6% growth forecast for Transportation industry in Japan. Consensus price target of JP¥3,087 unchanged from last update. Share price fell 4.6% to JP¥2,286 over the past week.공고 • May 10Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 15, 2024Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 15, 2024.분석 기사 • May 09Is Sakai Moving ServiceLtd (TSE:9039) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • May 09Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥206 (up from JP¥202 in FY 2023). Revenue: JP¥116.9b (up 6.7% from FY 2023). Net income: JP¥8.36b (up 1.8% from FY 2023). Profit margin: 7.2% (down from 7.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 8.9%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • May 08Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.5% to JP¥2,535. The fair value is estimated to be JP¥3,250, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 5.4%. Revenue is forecast to grow by 9.4% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 19 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.2%).공고 • Mar 02Sakai Moving Service Co.,Ltd. to Report Fiscal Year 2024 Results on May 08, 2024Sakai Moving Service Co.,Ltd. announced that they will report fiscal year 2024 results on May 08, 2024Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥27.94 (vs JP¥26.81 in 3Q 2023)Third quarter 2024 results: EPS: JP¥27.94 (up from JP¥26.81 in 3Q 2023). Revenue: JP¥24.9b (up 4.2% from 3Q 2023). Net income: JP¥1.14b (up 4.2% from 3Q 2023). Profit margin: 4.6% (in line with 3Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.3% 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 3% per year.공고 • Dec 10Sakai Moving Service Co.,Ltd. to Report Q3, 2024 Results on Jan 31, 2024Sakai Moving Service Co.,Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024Price Target Changed • Dec 05Price target increased by 10% to JP¥2,990Up from JP¥2,710, the current price target is an average from 2 analysts. New target price is 14% above last closing price of JP¥2,634. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥228 for next year compared to JP¥202 last year.Reported Earnings • Nov 02Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: JP¥25.3b (up 4.6% from 2Q 2023). Net income: JP¥958.0m (up 1.2% from 2Q 2023). Profit margin: 3.8% (down from 3.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Transportation industry in Japan.Upcoming Dividend • Sep 21Upcoming dividend of JP¥30.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.2%).공고 • Aug 31Sakai Moving Service Co.,Ltd. to Report Q2, 2024 Results on Oct 31, 2023Sakai Moving Service Co.,Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023Buying Opportunity • Aug 02Now 20% undervaluedOver the last 90 days, the stock is up 7.6%. The fair value is estimated to be JP¥6,409, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 8.5% in 2 years. Earnings is forecast to grow by 19% in the next 2 years.Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥189 (vs JP¥174 in 1Q 2023)First quarter 2024 results: EPS: JP¥189 (up from JP¥174 in 1Q 2023). Revenue: JP¥31.8b (up 5.1% from 1Q 2023). Net income: JP¥3.85b (up 8.9% from 1Q 2023). Profit margin: 12% (in line with 1Q 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.Reported Earnings • Jun 21Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥404 (up from JP¥328 in FY 2022). Revenue: JP¥109.6b (up 5.5% from FY 2022). Net income: JP¥8.21b (up 22% from FY 2022). Profit margin: 7.5% (up from 6.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 2.2%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.공고 • Jun 14+ 2 more updatesSakai Moving Service Co.,Ltd. Provides Dividend Forecast for the Second Quarter of Fiscal Year Ending March 31, 2024Sakai Moving Service Co.,Ltd. provided dividend forecast for the second quarter of fiscal year ending March 31, 2024. For the period, the company expects dividend of JPY 30.00 compared to JPY 30.00 paid last year.공고 • May 31Sakai Moving Service Co.,Ltd. to Report Q1, 2024 Results on Jul 31, 2023Sakai Moving Service Co.,Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023Reported Earnings • May 09Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥404 (up from JP¥328 in FY 2022). Revenue: JP¥109.6b (up 5.5% from FY 2022). Net income: JP¥8.21b (up 22% from FY 2022). Profit margin: 7.5% (up from 6.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 2.2%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 5% per year.공고 • May 09+ 2 more updatesSakai Moving Service Co.,Ltd. Provides Year End Dividend Forecast for Year Ending March 2024 and Announces Year End Dividend for the Year Ended March 2023Sakai Moving Service Co.,Ltd. provided year end dividend forecast of JPY 75.00 of year ending March 2024. The company also announced year end dividend of JPY 65.00 for the year ended March 2023.공고 • May 08Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 17, 2023Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 17, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 20 June 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.1%).공고 • Feb 01Sakai Moving Service Co.,Ltd. Provides Earnings Guidance for the Full Year Ending March 2023Sakai Moving Service Co.,Ltd. provided earnings guidance for the full year ending March 2023. The company expects to report net sales to be JPY 108,057 million, Operating profit to be JPY 10,908 million, profit attributable to owners of parent to be JPY 7,373 million or JPY 362.71 per basic share.Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥53.62 (vs JP¥47.46 in 3Q 2022)Third quarter 2023 results: EPS: JP¥53.62 (up from JP¥47.46 in 3Q 2022). Revenue: JP¥23.9b (up 5.2% from 3Q 2022). Net income: JP¥1.09b (up 12% from 3Q 2022). Profit margin: 4.6% (up from 4.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 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 fallen by 3% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.공고 • Jan 31Sakai Moving Service Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 2023Sakai Moving Service Co.,Ltd. provides dividend guidance for the fiscal year ending March 2023. The company expects to pay JPY 65.00 against JPY 60.00 reported a year ago.공고 • Nov 30Sakai Moving Service Co.,Ltd. to Report Q3, 2023 Results on Jan 31, 2023Sakai Moving Service Co.,Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥46.58 (vs JP¥51.63 in 2Q 2022)Second quarter 2023 results: EPS: JP¥46.58 (down from JP¥51.63 in 2Q 2022). Revenue: JP¥24.2b (up 6.7% from 2Q 2022). Net income: JP¥947.0m (down 11% from 2Q 2022). Profit margin: 3.9% (down from 4.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Outside Director Kazuhisa Tanaka 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 • Nov 02Second quarter 2023 earnings released: EPS: JP¥46.58 (vs JP¥51.63 in 2Q 2022)Second quarter 2023 results: EPS: JP¥46.58 (down from JP¥51.63 in 2Q 2022). Revenue: JP¥24.2b (up 6.7% from 2Q 2022). Net income: JP¥947.0m (down 11% from 2Q 2022). Profit margin: 3.9% (down from 4.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% 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 fallen by 4% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.공고 • Oct 31+ 2 more updatesSakai Moving Service Co.,Ltd. Provides Earnings Guidance for the Full Year Ending March 2023Sakai Moving Service Co.,Ltd. provides earnings guidance for the full year ending March 2023. The company expects to report net sales to be JPY 108,057 million, Operating profit to be JPY 10,908 million, profit attributable to owners of parent to be JPY 7,373 million or JPY 362.71 per basic share.Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).Valuation Update With 7 Day Price Move • Aug 31Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥4,605, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Transportation industry in Japan. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,138 per share.공고 • Aug 31Sakai Moving Service Co.,Ltd. to Report Q2, 2023 Results on Oct 31, 2022Sakai Moving Service Co.,Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥174 (vs JP¥106 in 1Q 2022)First quarter 2023 results: EPS: JP¥174 (up from JP¥106 in 1Q 2022). Revenue: JP¥30.3b (up 8.7% from 1Q 2022). Net income: JP¥3.53b (up 63% from 1Q 2022). Profit margin: 12% (up from 7.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.4%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.공고 • Jul 29+ 2 more updatesSakai Moving Service Co.,Ltd. Provides Dividend Guidance for the Year Ending March 2023Sakai Moving Service Co.,Ltd. provided dividend guidance for the year ending March 2023. For the year, the company expects to pay dividend of JPY 65.00 per share compared to JPY 60.00 per share a year ago.Reported Earnings • Jun 23Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥328 (down from JP¥375 in FY 2021). Revenue: JP¥103.9b (up 3.5% from FY 2021). Net income: JP¥6.71b (down 13% from FY 2021). Profit margin: 6.5% (down from 7.7% 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 9.2%. Over the next year, revenue is forecast to grow 4.5%, compared to a 24% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.공고 • Jun 03Sakai Moving Service Co.,Ltd. to Report Q1, 2023 Results on Jul 29, 2022Sakai Moving Service Co.,Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022Reported Earnings • May 11Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥328 (down from JP¥375 in FY 2021). Revenue: JP¥103.9b (up 3.5% from FY 2021). Net income: JP¥6.71b (down 13% from FY 2021). Profit margin: 6.5% (down from 7.7% 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 9.2%. Over the next year, revenue is forecast to grow 5.6%, compared to a 23% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.공고 • May 08+ 3 more updatesSakai Moving Service Co.,Ltd. Announces Dividend for the Year Ended March 31, 2022, Payable on June 20, 2022Sakai Moving Service Co.,Ltd. announced dividend of JPY 60.00 per share for the year ended March 31, 2022, payable on June 20, 2022, against JPY 65.00 per share paid a year ago.주주 수익률9039JP TransportationJP 시장7D1.2%0.5%2.9%1Y4.2%-1.7%34.0%전체 주주 수익률 보기수익률 대 산업: 9039은 지난 1년 동안 -1.7%의 수익을 기록한 JP Transportation 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: 9039은 지난 1년 동안 34%를 기록한 JP 시장보다 저조한 성과를 냈습니다.주가 변동성Is 9039's price volatile compared to industry and market?9039 volatility9039 Average Weekly Movement2.4%Transportation Industry Average Movement3.2%Market Average Movement4.1%10% most volatile stocks in JP Market9.2%10% least volatile stocks in JP Market2.2%안정적인 주가: 9039는 지난 3개월 동안 JP 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 9039의 주간 변동성(2%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트19566,989Tetsuyasu Tajimawww.hikkoshi-sakai.co.jp사카이 이사 서비스 주식회사는 일본에서 이사 운송 서비스를 제공합니다. 이사 부대 서비스도 제공합니다. 이 회사는 이전에 사카이 히코시 센터로 알려졌으며 1990년 10월에 사카이 이사 서비스 주식회사로 사명을 변경했습니다.더 보기Sakai Moving Service Co.,Ltd. 기초 지표 요약Sakai Moving ServiceLtd의 순이익과 매출은 시가총액과 어떻게 비교됩니까?9039 기초 통계시가총액JP¥120.09b순이익 (TTM)JP¥8.98b매출 (TTM)JP¥126.27b13.4x주가수익비율(P/E)1.0x주가매출비율(P/S)9039는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표9039 손익계산서 (TTM)매출JP¥126.27b매출원가JP¥78.78b총이익JP¥47.49b기타 비용JP¥38.52b순이익JP¥8.98b최근 보고된 실적Jun 30, 2026다음 실적 발표일해당 없음주당순이익(EPS)223.00총이익률37.61%순이익률7.11%부채/자본 비율2.3%9039의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당3.9%현재 배당 수익률44%배당 성향9039는 안정적으로 배당을 지급합니까?9039 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 9039를 매수해야 하나요?Sakai Moving ServiceLtd 배당 일정배당락일Sep 29 2026배당 지급일Dec 03 2026배당락일까지 남은 일수42 days배당 지급일까지 남은 일수107 days9039는 안정적으로 배당을 지급합니까?9039 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/17 16:57종가2026/08/17 00:00수익2026/06/30연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Sakai Moving Service Co.,Ltd.는 4명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Masayoshi YonezawaDaiwa Securities Co. Ltd.Yumiko KaiIchiyoshi Research Institute Inc.Kenji SakaiMizuho Securities Co., Ltd.1명의 분석가 더 보기
Reported Earnings • Aug 14First quarter 2027 earnings released: EPS: JP¥94.73 (vs JP¥85.79 in 1Q 2026)First quarter 2027 results: EPS: JP¥94.73 (up from JP¥85.79 in 1Q 2026). Revenue: JP¥35.3b (up 4.5% from 1Q 2026). Net income: JP¥3.81b (up 9.3% from 1Q 2026). Profit margin: 11% (in line with 1Q 2026). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.
Declared Dividend • Jul 25Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 29th September 2026 Payment date: 3rd December 2026 Dividend yield will be 3.3%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Jun 03Sakai Moving Service Co.,Ltd. to Report Q1, 2027 Results on Aug 10, 2026Sakai Moving Service Co.,Ltd. announced that they will report Q1, 2027 results on Aug 10, 2026
Buy Or Sell Opportunity • Jun 02Now 21% undervaluedOver the last 90 days, the stock has risen 2.2% to JP¥2,807. The fair value is estimated to be JP¥3,554, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.
Reported Earnings • May 13Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥214 (down from JP¥216 in FY 2025). Revenue: JP¥124.7b (up 3.1% from FY 2025). Net income: JP¥8.65b (down 1.3% from FY 2025). Profit margin: 6.9% (down from 7.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.
공고 • May 12Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 20, 2026Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 20, 2026.
Reported Earnings • Aug 14First quarter 2027 earnings released: EPS: JP¥94.73 (vs JP¥85.79 in 1Q 2026)First quarter 2027 results: EPS: JP¥94.73 (up from JP¥85.79 in 1Q 2026). Revenue: JP¥35.3b (up 4.5% from 1Q 2026). Net income: JP¥3.81b (up 9.3% from 1Q 2026). Profit margin: 11% (in line with 1Q 2026). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.
Declared Dividend • Jul 25Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 29th September 2026 Payment date: 3rd December 2026 Dividend yield will be 3.3%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (46% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Jun 03Sakai Moving Service Co.,Ltd. to Report Q1, 2027 Results on Aug 10, 2026Sakai Moving Service Co.,Ltd. announced that they will report Q1, 2027 results on Aug 10, 2026
Buy Or Sell Opportunity • Jun 02Now 21% undervaluedOver the last 90 days, the stock has risen 2.2% to JP¥2,807. The fair value is estimated to be JP¥3,554, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.
Reported Earnings • May 13Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥214 (down from JP¥216 in FY 2025). Revenue: JP¥124.7b (up 3.1% from FY 2025). Net income: JP¥8.65b (down 1.3% from FY 2025). Profit margin: 6.9% (down from 7.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 5% per year.
공고 • May 12Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 20, 2026Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 20, 2026.
Buy Or Sell Opportunity • May 12Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.7% to JP¥2,801. The fair value is estimated to be JP¥3,571, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
공고 • May 10Sakai Moving Service Co.,Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Sakai Moving Service Co.,Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥68.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%).
Buy Or Sell Opportunity • Mar 03Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,778. The fair value is estimated to be JP¥3,591, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.2% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥20.39 (vs JP¥22.04 in 3Q 2025)Third quarter 2026 results: EPS: JP¥20.39 (down from JP¥22.04 in 3Q 2025). Revenue: JP¥26.5b (up 3.7% from 3Q 2025). Net income: JP¥825.0m (down 7.9% from 3Q 2025). Profit margin: 3.1% (down from 3.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Dec 04First half dividend of JP¥68.00 announcedShareholders will receive a dividend of JP¥68.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 3.5%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (49% earnings payout ratio) and cash flows (69% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Dec 03Sakai Moving Service Co.,Ltd. to Report Q3, 2026 Results on Feb 10, 2026Sakai Moving Service Co.,Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: JP¥19.99 (vs JP¥23.17 in 2Q 2025)Second quarter 2026 results: EPS: JP¥19.99 (down from JP¥23.17 in 2Q 2025). Revenue: JP¥27.0b (up 2.6% from 2Q 2025). Net income: JP¥812.0m (down 14% from 2Q 2025). Profit margin: 3.0% (down from 3.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 6% per year.
Upcoming Dividend • Sep 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.8%).
분석 기사 • Sep 09Sakai Moving ServiceLtd's (TSE:9039) Dividend Will Be ¥30.00Sakai Moving Service Co.,Ltd. ( TSE:9039 ) will pay a dividend of ¥30.00 on the 3rd of December. This makes the...
공고 • Sep 09Sakai Moving Service Co.,Ltd. to Report Q2, 2026 Results on Nov 10, 2025Sakai Moving Service Co.,Ltd. announced that they will report Q2, 2026 results on Nov 10, 2025
Price Target Changed • Aug 21Price target increased by 8.4% to JP¥2,900Up from JP¥2,675, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥2,944. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥226 for next year compared to JP¥216 last year.
분석 기사 • Aug 12Sakai Moving ServiceLtd's (TSE:9039) Dividend Will Be ¥30.00The board of Sakai Moving Service Co.,Ltd. ( TSE:9039 ) has announced that it will pay a dividend on the 3rd of...
Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥85.79 (vs JP¥88.42 in 1Q 2025)First quarter 2026 results: EPS: JP¥85.79 (down from JP¥88.42 in 1Q 2025). Revenue: JP¥33.8b (up 2.6% from 1Q 2025). Net income: JP¥3.49b (down 3.0% from 1Q 2025). Profit margin: 10% (in line with 1Q 2025). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.
공고 • Aug 08Sakai Moving Service Co.,Ltd. (TSE:9039) announces an Equity Buyback for 400,000 shares, representing 0.98% for ¥14,000 million.Sakai Moving Service Co.,Ltd. (TSE:9039) announces a share repurchase program. Under the program, the company will repurchase 400,000 shares, representing 0.98% of its issued share capital (excluding treasury stock), for ¥14,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency and to implement flexible capital policy. The program will run until March 31, 2026. As of July 31, 2025, the company had 40,659,728 shares outstanding and 1,664,272 shares in treasury.
분석 기사 • Jul 24Sakai Moving ServiceLtd (TSE:9039) Is Due To Pay A Dividend Of ¥30.00The board of Sakai Moving Service Co.,Ltd. ( TSE:9039 ) has announced that it will pay a dividend on the 3rd of...
분석 기사 • Jul 10Sakai Moving ServiceLtd (TSE:9039) Is Due To Pay A Dividend Of ¥30.00Sakai Moving Service Co.,Ltd. ( TSE:9039 ) has announced that it will pay a dividend of ¥30.00 per share on the 3rd of...
Declared Dividend • Jul 09Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 4.2%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Jun 27Sakai Moving Service Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Sakai Moving Service Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • Jun 25Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥216 (up from JP¥206 in FY 2024). Revenue: JP¥121.0b (up 3.6% from FY 2024). Net income: JP¥8.77b (up 4.9% from FY 2024). Profit margin: 7.2% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 6% per year.
Reported Earnings • May 14Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥216 (up from JP¥206 in FY 2024). Revenue: JP¥121.0b (up 3.6% from FY 2024). Net income: JP¥8.77b (up 4.9% from FY 2024). Profit margin: 7.2% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.3%. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 2.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 4% per year.
공고 • May 12+ 4 more updatesSakai Moving Service Co.,Ltd. Provides Dividend Guidance for Fiscal Year Ending March 31, 2026Sakai Moving Service Co.,Ltd. provided dividend guidance for fiscal year ending March 31, 2026. For the year end, the company expects to pay dividend of JPY 68.00 per share against JPY 82.00 per share a year ago.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥59.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 17 June 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
Price Target Changed • Mar 04Price target decreased by 8.5% to JP¥2,825Down from JP¥3,087, the current price target is an average from 2 analysts. New target price is 18% above last closing price of JP¥2,401. Stock is down 5.8% over the past year. The company is forecast to post earnings per share of JP¥216 for next year compared to JP¥206 last year.
분석 기사 • Mar 04Sakai Moving ServiceLtd (TSE:9039) Is Paying Out A Larger Dividend Than Last YearThe board of Sakai Moving Service Co.,Ltd. ( TSE:9039 ) has announced that it will be paying its dividend of ¥59.00 on...
공고 • Mar 03Sakai Moving Service Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Sakai Moving Service Co.,Ltd. announced that they will report fiscal year 2025 results at 12:00 PM, Tokyo Standard Time on May 12, 2025
Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥22.04 (vs JP¥27.94 in 3Q 2024)Third quarter 2025 results: EPS: JP¥22.04 (down from JP¥27.94 in 3Q 2024). Revenue: JP¥25.6b (up 2.7% from 3Q 2024). Net income: JP¥896.0m (down 21% from 3Q 2024). Profit margin: 3.5% (down from 4.6% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.6% 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 1% per year.
분석 기사 • Jan 13Sakai Moving ServiceLtd (TSE:9039) Has Announced That It Will Be Increasing Its Dividend To ¥59.00Sakai Moving Service Co.,Ltd. ( TSE:9039 ) will increase its dividend from last year's comparable payment on the 17th...
분석 기사 • Dec 18Sakai Moving ServiceLtd (TSE:9039) Is Increasing Its Dividend To ¥59.00Sakai Moving Service Co.,Ltd. ( TSE:9039 ) has announced that it will be increasing its dividend from last year's...
공고 • Dec 05Sakai Moving Service Co.,Ltd. to Report Q3, 2025 Results on Feb 10, 2025Sakai Moving Service Co.,Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025
분석 기사 • Dec 04Sakai Moving ServiceLtd (TSE:9039) Will Pay A Larger Dividend Than Last Year At ¥59.00The board of Sakai Moving Service Co.,Ltd. ( TSE:9039 ) has announced that it will be paying its dividend of ¥59.00 on...
Declared Dividend • Dec 04First half dividend of JP¥59.00 announcedShareholders will receive a dividend of JP¥59.00. Ex-date: 28th March 2025 Payment date: 17th June 2025 Dividend yield will be 3.1%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (19% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥23.17 (vs JP¥23.56 in 2Q 2024)Second quarter 2025 results: EPS: JP¥23.17 (down from JP¥23.56 in 2Q 2024). Revenue: JP¥26.3b (up 3.9% from 2Q 2024). Net income: JP¥942.0m (down 1.7% from 2Q 2024). Profit margin: 3.6% (down from 3.8% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Transportation 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 only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
공고 • Aug 31Sakai Moving Service Co.,Ltd. to Report Q2, 2025 Results on Oct 31, 2024Sakai Moving Service Co.,Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024
Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥88.42 (vs JP¥94.64 in 1Q 2024)First quarter 2025 results: EPS: JP¥88.42 (down from JP¥94.64 in 1Q 2024). Revenue: JP¥32.9b (up 3.6% from 1Q 2024). Net income: JP¥3.60b (down 6.6% from 1Q 2024). Profit margin: 11% (down from 12% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
분석 기사 • Aug 08Capital Allocation Trends At Sakai Moving ServiceLtd (TSE:9039) Aren't IdealIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Declared Dividend • Jul 11Final dividend of JP¥15.00 announcedShareholders will receive a dividend of JP¥15.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.0%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 21Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥206 (up from JP¥202 in FY 2023). Revenue: JP¥116.9b (up 6.7% from FY 2023). Net income: JP¥8.36b (up 1.8% from FY 2023). Profit margin: 7.2% (down from 7.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 8.9%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공고 • Jun 10Sakai Moving Service Co.,Ltd. to Report Q1, 2025 Results on Jul 31, 2024Sakai Moving Service Co.,Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024
Major Estimate Revision • May 29Consensus EPS estimates fall by 13%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from JP¥120.4b to JP¥122.0b. EPS estimate fell from JP¥253 to JP¥221 per share. Net income forecast to grow 7.7% next year vs 4.6% growth forecast for Transportation industry in Japan. Consensus price target of JP¥3,087 unchanged from last update. Share price fell 4.6% to JP¥2,286 over the past week.
공고 • May 10Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 15, 2024Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 15, 2024.
분석 기사 • May 09Is Sakai Moving ServiceLtd (TSE:9039) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • May 09Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: JP¥206 (up from JP¥202 in FY 2023). Revenue: JP¥116.9b (up 6.7% from FY 2023). Net income: JP¥8.36b (up 1.8% from FY 2023). Profit margin: 7.2% (down from 7.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 8.9%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • May 08Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.5% to JP¥2,535. The fair value is estimated to be JP¥3,250, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years. Earnings per share has grown by 5.4%. Revenue is forecast to grow by 9.4% in 2 years. Earnings are forecast to grow by 25% in the next 2 years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 19 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.2%).
공고 • Mar 02Sakai Moving Service Co.,Ltd. to Report Fiscal Year 2024 Results on May 08, 2024Sakai Moving Service Co.,Ltd. announced that they will report fiscal year 2024 results on May 08, 2024
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥27.94 (vs JP¥26.81 in 3Q 2023)Third quarter 2024 results: EPS: JP¥27.94 (up from JP¥26.81 in 3Q 2023). Revenue: JP¥24.9b (up 4.2% from 3Q 2023). Net income: JP¥1.14b (up 4.2% from 3Q 2023). Profit margin: 4.6% (in line with 3Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.3% 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 3% per year.
공고 • Dec 10Sakai Moving Service Co.,Ltd. to Report Q3, 2024 Results on Jan 31, 2024Sakai Moving Service Co.,Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024
Price Target Changed • Dec 05Price target increased by 10% to JP¥2,990Up from JP¥2,710, the current price target is an average from 2 analysts. New target price is 14% above last closing price of JP¥2,634. Stock is up 18% over the past year. The company is forecast to post earnings per share of JP¥228 for next year compared to JP¥202 last year.
Reported Earnings • Nov 02Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: JP¥25.3b (up 4.6% from 2Q 2023). Net income: JP¥958.0m (up 1.2% from 2Q 2023). Profit margin: 3.8% (down from 3.9% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Transportation industry in Japan.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥30.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.2%).
공고 • Aug 31Sakai Moving Service Co.,Ltd. to Report Q2, 2024 Results on Oct 31, 2023Sakai Moving Service Co.,Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023
Buying Opportunity • Aug 02Now 20% undervaluedOver the last 90 days, the stock is up 7.6%. The fair value is estimated to be JP¥6,409, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 8.5% in 2 years. Earnings is forecast to grow by 19% in the next 2 years.
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥189 (vs JP¥174 in 1Q 2023)First quarter 2024 results: EPS: JP¥189 (up from JP¥174 in 1Q 2023). Revenue: JP¥31.8b (up 5.1% from 1Q 2023). Net income: JP¥3.85b (up 8.9% from 1Q 2023). Profit margin: 12% (in line with 1Q 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 3% per year.
Reported Earnings • Jun 21Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥404 (up from JP¥328 in FY 2022). Revenue: JP¥109.6b (up 5.5% from FY 2022). Net income: JP¥8.21b (up 22% from FY 2022). Profit margin: 7.5% (up from 6.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 2.2%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.
공고 • Jun 14+ 2 more updatesSakai Moving Service Co.,Ltd. Provides Dividend Forecast for the Second Quarter of Fiscal Year Ending March 31, 2024Sakai Moving Service Co.,Ltd. provided dividend forecast for the second quarter of fiscal year ending March 31, 2024. For the period, the company expects dividend of JPY 30.00 compared to JPY 30.00 paid last year.
공고 • May 31Sakai Moving Service Co.,Ltd. to Report Q1, 2024 Results on Jul 31, 2023Sakai Moving Service Co.,Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023
Reported Earnings • May 09Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥404 (up from JP¥328 in FY 2022). Revenue: JP¥109.6b (up 5.5% from FY 2022). Net income: JP¥8.21b (up 22% from FY 2022). Profit margin: 7.5% (up from 6.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 2.2%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 5% per year.
공고 • May 09+ 2 more updatesSakai Moving Service Co.,Ltd. Provides Year End Dividend Forecast for Year Ending March 2024 and Announces Year End Dividend for the Year Ended March 2023Sakai Moving Service Co.,Ltd. provided year end dividend forecast of JPY 75.00 of year ending March 2024. The company also announced year end dividend of JPY 65.00 for the year ended March 2023.
공고 • May 08Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 17, 2023Sakai Moving Service Co.,Ltd., Annual General Meeting, Jun 17, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 20 June 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.1%).
공고 • Feb 01Sakai Moving Service Co.,Ltd. Provides Earnings Guidance for the Full Year Ending March 2023Sakai Moving Service Co.,Ltd. provided earnings guidance for the full year ending March 2023. The company expects to report net sales to be JPY 108,057 million, Operating profit to be JPY 10,908 million, profit attributable to owners of parent to be JPY 7,373 million or JPY 362.71 per basic share.
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥53.62 (vs JP¥47.46 in 3Q 2022)Third quarter 2023 results: EPS: JP¥53.62 (up from JP¥47.46 in 3Q 2022). Revenue: JP¥23.9b (up 5.2% from 3Q 2022). Net income: JP¥1.09b (up 12% from 3Q 2022). Profit margin: 4.6% (up from 4.3% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 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 fallen by 3% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
공고 • Jan 31Sakai Moving Service Co.,Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 2023Sakai Moving Service Co.,Ltd. provides dividend guidance for the fiscal year ending March 2023. The company expects to pay JPY 65.00 against JPY 60.00 reported a year ago.
공고 • Nov 30Sakai Moving Service Co.,Ltd. to Report Q3, 2023 Results on Jan 31, 2023Sakai Moving Service Co.,Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥46.58 (vs JP¥51.63 in 2Q 2022)Second quarter 2023 results: EPS: JP¥46.58 (down from JP¥51.63 in 2Q 2022). Revenue: JP¥24.2b (up 6.7% from 2Q 2022). Net income: JP¥947.0m (down 11% from 2Q 2022). Profit margin: 3.9% (down from 4.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Outside Director Kazuhisa Tanaka 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 • Nov 02Second quarter 2023 earnings released: EPS: JP¥46.58 (vs JP¥51.63 in 2Q 2022)Second quarter 2023 results: EPS: JP¥46.58 (down from JP¥51.63 in 2Q 2022). Revenue: JP¥24.2b (up 6.7% from 2Q 2022). Net income: JP¥947.0m (down 11% from 2Q 2022). Profit margin: 3.9% (down from 4.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% 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 fallen by 4% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
공고 • Oct 31+ 2 more updatesSakai Moving Service Co.,Ltd. Provides Earnings Guidance for the Full Year Ending March 2023Sakai Moving Service Co.,Ltd. provides earnings guidance for the full year ending March 2023. The company expects to report net sales to be JPY 108,057 million, Operating profit to be JPY 10,908 million, profit attributable to owners of parent to be JPY 7,373 million or JPY 362.71 per basic share.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).
Valuation Update With 7 Day Price Move • Aug 31Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥4,605, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Transportation industry in Japan. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,138 per share.
공고 • Aug 31Sakai Moving Service Co.,Ltd. to Report Q2, 2023 Results on Oct 31, 2022Sakai Moving Service Co.,Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥174 (vs JP¥106 in 1Q 2022)First quarter 2023 results: EPS: JP¥174 (up from JP¥106 in 1Q 2022). Revenue: JP¥30.3b (up 8.7% from 1Q 2022). Net income: JP¥3.53b (up 63% from 1Q 2022). Profit margin: 12% (up from 7.8% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.4%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.
공고 • Jul 29+ 2 more updatesSakai Moving Service Co.,Ltd. Provides Dividend Guidance for the Year Ending March 2023Sakai Moving Service Co.,Ltd. provided dividend guidance for the year ending March 2023. For the year, the company expects to pay dividend of JPY 65.00 per share compared to JPY 60.00 per share a year ago.
Reported Earnings • Jun 23Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥328 (down from JP¥375 in FY 2021). Revenue: JP¥103.9b (up 3.5% from FY 2021). Net income: JP¥6.71b (down 13% from FY 2021). Profit margin: 6.5% (down from 7.7% 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 9.2%. Over the next year, revenue is forecast to grow 4.5%, compared to a 24% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
공고 • Jun 03Sakai Moving Service Co.,Ltd. to Report Q1, 2023 Results on Jul 29, 2022Sakai Moving Service Co.,Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022
Reported Earnings • May 11Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥328 (down from JP¥375 in FY 2021). Revenue: JP¥103.9b (up 3.5% from FY 2021). Net income: JP¥6.71b (down 13% from FY 2021). Profit margin: 6.5% (down from 7.7% 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 9.2%. Over the next year, revenue is forecast to grow 5.6%, compared to a 23% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
공고 • May 08+ 3 more updatesSakai Moving Service Co.,Ltd. Announces Dividend for the Year Ended March 31, 2022, Payable on June 20, 2022Sakai Moving Service Co.,Ltd. announced dividend of JPY 60.00 per share for the year ended March 31, 2022, payable on June 20, 2022, against JPY 65.00 per share paid a year ago.
