View ValuationK.R.S 향후 성장Future 기준 점검 0/6K.R.S 의 수익은 연간 0.5% 감소할 것으로 예상되는 반면, 연간 수익은 2.2% 로 증가할 것으로 예상됩니다. EPS는 연간 0.5% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 4.9% 로 예상됩니다.핵심 정보-0.5%이익 성장률-0.47%EPS 성장률Logistics 이익 성장14.2%매출 성장률2.2%향후 자기자본이익률4.87%애널리스트 커버리지Low마지막 업데이트11 May 2026최근 향후 성장 업데이트Price 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.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.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.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.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.모든 업데이트 보기Recent updatesNew 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%).공시 • Apr 25K.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.공시 • 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%).공시 • 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.분석 기사 • 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.공시 • 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.분석 기사 • 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...분석 기사 • 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.공시 • 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.공시 • 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, 2025분석 기사 • 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.분석 기사 • 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...공시 • Jan 09K.R.S. Corporation, Annual General Meeting, Feb 26, 2025K.R.S. Corporation, Annual General Meeting, Feb 26, 2025.분석 기사 • 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...분석 기사 • 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%).공시 • 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.분석 기사 • 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...공시 • 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).분석 기사 • 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.공시 • 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.공시 • 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, 2024공시 • 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%).공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • Nov 27K.R.S. Corporation to Report Fiscal Year 2020 Results on Jan 07, 2021K.R.S. Corporation announced that they will report fiscal year 2020 results on Jan 07, 2021이익 및 매출 성장 예측TSE:9369 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수11/30/2028217,0002,5251,870N/A211/30/2027212,0002,3003,020N/A211/30/2026207,0002,1751,020N/A22/28/2026204,1642,637N/AN/AN/A11/30/2025202,6022,648-2,9419,571N/A8/31/2025200,6722,297N/AN/AN/A5/31/2025199,5012,472-4,34410,915N/A2/28/2025197,2662,696N/AN/AN/A11/30/2024195,1922,660-43612,325N/A8/31/2024192,471-45N/AN/AN/A5/31/2024189,767-26863010,055N/A2/29/2024186,693-913N/AN/AN/A11/30/2023184,617-1,3347019,093N/A8/31/2023183,2511,326N/AN/AN/A5/31/2023181,7371,3161,1758,600N/A2/28/2023180,7791,357N/AN/AN/A11/30/2022179,6491,4587348,116N/A8/31/2022178,2951,669N/AN/AN/A5/31/2022177,3591,7317128,165N/A2/28/2022176,5451,773N/AN/AN/A11/30/2021175,9671,559-4,3147,568N/A8/31/2021174,5191,541N/AN/AN/A5/31/2021172,8281,173-5,5496,036N/A2/28/2021171,083703N/AN/AN/A11/30/2020171,171728-2,0705,365N/A8/31/2020171,900259N/AN/AN/A5/31/2020172,682598-2,4034,794N/A2/29/2020173,9331,528N/AN/AN/A11/30/2019172,1851,835N/A5,806N/A8/31/2019171,6202,225N/AN/AN/A5/31/2019171,3832,486N/A7,097N/A2/28/2019170,2322,439N/AN/AN/A11/30/2018169,1552,331N/A5,731N/A8/31/2018166,8152,692N/AN/AN/A5/31/2018164,3382,626N/A5,770N/A2/28/2018162,6452,456N/AN/AN/A11/30/2017159,7222,722N/A6,444N/A8/31/2017157,4952,897N/A6,525N/A5/31/2017155,5672,867N/A6,242N/A2/28/2017153,1912,587N/A5,930N/A11/30/2016153,0342,584N/A5,353N/A8/31/2016152,7162,242N/A5,333N/A5/31/2016152,8602,154N/A6,936N/A2/29/2016153,0282,225N/A7,311N/A11/30/2015153,5412,107N/A8,281N/A8/31/2015153,9672,092N/A8,021N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 9369 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.5%).수익 vs 시장: 9369 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.5%).고성장 수익: 9369 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: 9369 의 수익(연간 2.2%)이 JP 시장(연간 5.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 9369 의 수익(연간 2.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 9369의 자본 수익률은 3년 후 4.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/01 07:49종가2026/06/01 00:00수익2026/02/28연간 수익2025/11/30데이터 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스K.R.S. Corporation는 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.Masaharu HirokaneNomura Securities Co. Ltd.1명의 분석가 더 보기
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.
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.
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.
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.
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.
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%).
공시 • Apr 25K.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.
공시 • 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%).
공시 • 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.
분석 기사 • 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.
공시 • 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.
분석 기사 • 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...
분석 기사 • 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.
공시 • 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.
공시 • 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
분석 기사 • 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.
분석 기사 • 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...
공시 • Jan 09K.R.S. Corporation, Annual General Meeting, Feb 26, 2025K.R.S. Corporation, Annual General Meeting, Feb 26, 2025.
분석 기사 • 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...
분석 기사 • 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%).
공시 • 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.
분석 기사 • 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...
공시 • 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).
분석 기사 • 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.
공시 • 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.
공시 • 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
공시 • 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%).
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • Nov 27K.R.S. Corporation to Report Fiscal Year 2020 Results on Jan 07, 2021K.R.S. Corporation announced that they will report fiscal year 2020 results on Jan 07, 2021