Stock 9147 NIPPON EXPRESS HOLDINGS INC.
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Financials Nippon Express Holdings Inc.

Equities

9147

JP3688370000

Air Freight & Logistics

Market Closed - Japan Exchange
Other stock markets
 02:00:00 2024-05-31 am EDT 		5-day change 1st Jan Change
7,747 JPY +2.68% Intraday chart for Nippon Express Holdings Inc. +0.85% -3.33%
May. 07 Tranche Update on Nippon Express Holdings,Inc.'s Equity Buyback Plan announced on March 1, 2024. CI
Apr. 18 SWAT Mobility Japan Co., Ltd. announced that it has received funding from Chubu Electric Power Company, Incorporated, Nippon Express Holdings,Inc., NEC Corporation, The University of Tokyo Edge Capital Partners Co., Ltd. CI

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 604,135 643,989 625,239 673,122 704,756 679,467 - -
Enterprise Value (EV) 1 816,105 888,812 728,991 1,028,106 1,124,062 1,106,358 1,029,625 967,973
P/E ratio 12.5 x 37.4 x 11.6 x 6.27 x 19.1 x 12.4 x 10.9 x 10 x
Yield 2.41% 2.24% 3.47% 5.31% 3.74% 3.87% 3.96% 4.16%
Capitalization / Revenue 0.28 x 0.31 x 0.35 x 0.26 x 0.31 x 0.27 x 0.27 x 0.26 x
EV / Revenue 0.38 x 0.43 x 0.41 x 0.39 x 0.5 x 0.44 x 0.4 x 0.37 x
EV / EBITDA 6.19 x 7.48 x 5.79 x 4.81 x 5.29 x 4.72 x 4.18 x 3.81 x
EV / FCF -32.4 x -172 x 5.01 x 4.88 x 8.89 x 14.4 x 8.06 x 7.7 x
FCF Yield -3.09% -0.58% 20% 20.5% 11.2% 6.97% 12.4% 13%
Price to Book 1.12 x 1.19 x 0.98 x 0.89 x 0.88 x 0.83 x 0.8 x 0.76 x
Nbr of stocks (in thousands) 94,102 92,928 90,483 89,273 87,941 87,707 - -
Reference price 2 6,420 6,930 6,910 7,540 8,014 7,747 7,747 7,747
Announcement Date 4/26/19 4/28/20 2/14/22 2/14/23 2/14/24 - - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 2,138,501 2,080,352 1,763,282 2,618,659 2,239,017 2,496,712 2,547,838 2,612,209
EBITDA 1 131,745 118,873 125,973 213,680 212,653 234,326 246,149 254,321
EBIT 1 79,598 59,224 68,754 155,510 81,256 82,006 93,219 100,441
Operating Margin 3.72% 2.85% 3.9% 5.94% 3.63% 3.28% 3.66% 3.85%
Earnings before Tax (EBT) 1 77,850 38,392 79,283 160,168 61,208 79,459 90,990 97,894
Net income 1 49,330 17,409 54,049 108,318 37,050 55,057 61,507 66,578
Net margin 2.31% 0.84% 3.07% 4.14% 1.65% 2.21% 2.41% 2.55%
EPS 2 515.1 185.1 595.2 1,202 418.6 626.6 709.1 771.2
Free Cash Flow 1 -25,185 -5,166 145,471 210,798 126,410 77,066 127,820 125,772
FCF margin -1.18% -0.25% 8.25% 8.05% 5.65% 3.09% 5.02% 4.81%
FCF Conversion (EBITDA) - - 115.48% 98.65% 59.44% 32.89% 51.93% 49.45%
FCF Conversion (Net income) - - 269.15% 194.61% 341.19% 139.98% 207.81% 188.91%
Dividend per Share 2 155.0 155.0 240.0 400.0 300.0 300.0 307.1 322.1
Announcement Date 4/26/19 4/28/20 2/14/22 2/14/23 2/14/24 - - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2019 S2 2020 S1 2020 S2 2021 S1 2021 Q4 2022 Q1 2022 Q2 2022 S1 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 S1 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 S1 2024 Q3 2024 Q4
Net sales 1 1,098,166 1,038,952 1,041,400 964,464 659,063 643,136 655,796 1,298,932 664,665 656,149 578,016 553,850 1,131,866 543,486 563,665 617,601 615,273 1,215,000 634,613 626,889
EBITDA - - - - - - - - - - - - - - - - - - - -
EBIT 1 45,575 29,128 30,096 20,875 32,454 35,823 31,912 67,735 32,934 28,047 20,961 16,060 42,249 18,128 8,656 3,474 25,678 35,000 26,333 23,538
Operating Margin 4.15% 2.8% 2.89% 2.16% 4.92% 5.57% 4.87% 5.21% 4.95% 4.27% 3.63% 2.9% 3.73% 3.34% 1.54% 0.56% 4.17% 2.88% 4.15% 3.75%
Earnings before Tax (EBT) 1 - 30,103 - - - 35,153 - 137,067 34,821 - 23,386 17,961 41,347 11,102 8,759 4,202 23,798 28,000 25,000 27,000
Net income 1 - 19,010 - - - 21,339 73,325 94,664 22,988 -7,843 13,320 12,127 25,447 5,073 6,530 822 15,178 16,000 17,000 19,500
Net margin - 1.83% - - - 3.32% 11.18% 7.29% 3.46% -1.2% 2.3% 2.19% 2.25% 0.93% 1.16% 0.13% 2.47% 1.32% 2.68% 3.11%
EPS 2 - 201.1 - - 258.6 235.8 810.4 1,046 255.5 -82.83 149.4 136.4 285.8 58.27 74.51 9.350 190.6 - 198.6 248.4
Dividend per Share - 75.00 - 90.00 - - 250.0 250.0 - 150.0 - - 150.0 - 150.0 - - - - -
Announcement Date 4/26/19 10/31/19 4/28/20 8/13/21 2/14/22 5/12/22 8/10/22 8/10/22 11/9/22 2/14/23 5/12/23 8/9/23 8/9/23 11/13/23 2/14/24 5/13/24 - - - -
1JPY in Million2JPY
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 211,970 244,823 103,752 354,984 419,306 426,890 350,158 288,506
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) 1.609 x 2.06 x 0.8236 x 1.661 x 1.972 x 1.822 x 1.423 x 1.134 x
Free Cash Flow 1 -25,185 -5,166 145,471 210,798 126,410 77,066 127,820 125,772
ROE (net income / shareholders' equity) 9.2% 3.2% 8.87% 15.9% 4.8% 6.74% 7.43% 7.67%
ROA (Net income/ Total Assets) 5.62% 3.76% 4.23% 7.66% 1.77% 2.62% 2.79% 2.95%
Assets 1 878,117 462,962 1,277,476 1,414,941 2,091,153 2,105,028 2,208,499 2,259,688
Book Value Per Share 2 5,750 5,805 7,035 8,485 9,098 9,379 9,717 10,193
Cash Flow per Share 2 1,060 819.0 485.0 2,773 2,142 1,589 2,083 2,126
Capex 1 97,883 103,372 55,877 84,408 72,984 80,500 86,750 89,250
Capex / Sales 4.58% 4.97% 3.17% 3.22% 3.26% 3.22% 3.4% 3.42%
Announcement Date 4/26/19 4/28/20 2/14/22 2/14/23 2/14/24 - - -
1JPY in Million2JPY
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Nippon Express Holdings Inc.

Trading Rating
Investor Rating
ESG Refinitiv
B-
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
8
Last Close Price
7,747 JPY
Average target price
8,926 JPY
Spread / Average Target
+15.22%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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