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Earnings warning

Sakai Moving Service

TYO:9039 · JP3314200001
Commercial Services & SuppliesMedium

360

96
EV / EBIT91
Price / Owner Earnings33
Owner Earnings Yield90
Dividend Yield69
Price/Sales63
EV / Gross Profit98
Price/Book81
Return on Capital92
Cash Return on Capital88
Return on Equity65
EBIT Margin62
Gross Profitability94
Cash Conversion30
Accruals52
Owner Earnings Margin82
Sales growth34
Profit Growth39
Long-Term EPS Growth23
Reinvestment84
Price momentum57
Debt load76
Refinancing13
Debt Payback100
Liquidity94
Analyst ratings54
Opinion Changes50
Price Target Upside30
Market mood1
Value Creation7/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Sakai Moving Service clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Based on 3/5 components.

Profile

CountryJapan
IndustryCommercial Services & Supplies
SizeMedium
TypePublic Company
ExchangeTSE
Founded1956
Employees1
ISINJP3314200001
Last UpdateApr 2, 2026
Index & Theme
Freight ServiceTransportation

Description

Analysis

Hidden champion

Sakai Moving Service Co.,Ltd. is what we call a hidden champion: a strong business that the market is not pricing as one. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is attractive. You pay 12.9× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone.

The trajectory is moderate and the balance sheet is sturdy. The company scores 7/20 on our value-creation score: creating some value.

What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
58
2023202420252026

All-time high

94

Jan 2024

All-time low

48

Mar 2026

Average rank

67

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
63
59
63
74
Price/Earnings
76
86
88
75
Price/Book
81
72
59
79
Dividend Yield
69
50
37
43
Value (overall)
82
79
74
85

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →