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Nippon Yusen Kabushiki Kaisha Stock Price

TSE:9101 Community·JP¥2.5t Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 8 Fair Values set on narratives written by author

9101 Share Price Performance

JP¥0
-4550.00 (-100.00%)
JP¥3,791.88
Fair Value
JP¥0
-4550.00 (-100.00%)
Price JP¥0

9101 Community Narratives

AnalystLowTarget·
Fair Value JP¥3.79k 61.3% overvalued intrinsic discount

Mounting Regulatory Costs And Overcapacity Will Crush Value

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AnalystConsensusTarget·
Fair Value JP¥5.23k 17.0% overvalued intrinsic discount

9101: Share Buybacks And Updated Projections Will Influence Sector Outlook

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AnalystHighTarget·
Fair Value JP¥6.8k 10.0% undervalued intrinsic discount

E-commerce And Decarbonization Will Drive Resilient Shipping Amid Fleet Risks

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JP¥3.79k
61.3% overvalued intrinsic discount
Revenue
0.45% p.a.
Profit Margin
8.01%
Future PE
8.01x
Price in 2029
JP¥4.5k
JP¥5.23k
17.0% overvalued intrinsic discount
Revenue
2.15% p.a.
Profit Margin
7.83%
Future PE
10.75x
Price in 2029
JP¥6.21k

Trending Discussion

Updated Narratives

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9101: Lower Future P/E Assumptions Will Limit Returns Despite LNG Expansion

Fair Value: JP¥3.79k 61.3% overvalued intrinsic discount
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9101: Future Share Repurchases Will Support Returns Despite Slightly Lower Profit Outlook

Fair Value: JP¥6.8k 10.0% undervalued intrinsic discount
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9101: Share Buybacks And Decarbonization Efforts Will Support A Balanced Fiscal 2026 Outlook

Fair Value: JP¥5.23k 17.0% overvalued intrinsic discount
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Snowflake Analysis

Adequate balance sheet average dividend payer.

4 Risks
1 Reward

Nippon Yusen Kabushiki Kaisha Key Details

JP¥2.4t

Revenue

JP¥2.0t

Cost of Revenue

JP¥414.3b

Gross Profit

JP¥185.1b

Other Expenses

JP¥229.2b

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 11, 2026
561.02
17.09%
9.46%
32.7%
View Full Analysis

About 9101

Founded
1885
Employees
35230
CEO
Takaya Soga
WebsiteView website
www.nyk.com

Nippon Yusen Kabushiki Kaisha, together with its subsidiaries, provides logistics services in Japan, North America, Asia, and internationally. It operates in seven segments: Liner Trade, Air Cargo Transportation, Logistics, Automotive, Dry Bulk, Energy, and Others. The company offers liner trade services, such as ocean cargo shipping, ship owning and chartering, shipping agency, container terminal operations, harbor transport, and tugboat operations; air cargo transport; and logistics services, including warehousing, cargo transport/handling, and coastal cargo shipping services, as well as land transportation by trucks and rail, customs clearance, and ocean and air freight forwarding services. It also provides automotive services, such as constructing coastal and inland transportation networks, transporting construction and heavy machinery and used vehicles, and pre-delivery inspection; transport of heavy cargo and wind power-related cargo using heavy lift ships and module carriers; and energy transportation of crude oil, petroleum products, chemicals, liquefied petroleum gas, liquefied natural gas, coal, and offshore operation products. In addition, the company engages in real estate rental, management, and sale services; ownership and operation of passenger ships; wholesale of ship machinery and furniture, and oil products; information-processing business; cruise ship business through the operation of Asuka II; and other transport-related services. Further, it engages in ship management and marine technical support; research and development of transportation technology; towing; terminal security; electrical installation; supply of ship supplies; accounting; and underwriting insurance or reinsurance of assets. Nippon Yusen Kabushiki Kaisha was incorporated in 1885 and is headquartered in Chiyoda, Japan.

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