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 2024-04-26 am EDT 		5-day change 1st Jan Change
8,123 JPY +0.26% Intraday chart for Nippon Express Holdings Inc. +3.27% +1.36%
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
Apr. 17 Ministry of Movement Pte. Ltd. announced that it has received funding from The University of Tokyo Edge Capital Partners Co., Ltd., Chubu Electric Power Company, Incorporated, Nippon Express Holdings,Inc., NEC Corporation and other investors CI

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 604,135 643,989 625,239 673,122 704,756 714,332 - -
Enterprise Value (EV) 1 816,105 888,812 728,991 1,028,106 1,124,062 1,254,188 1,268,289 1,271,752
P/E ratio 12.5 x 37.4 x 11.6 x 6.27 x 19.1 x 12.8 x 11.3 x 10.4 x
Yield 2.41% 2.24% 3.47% 5.31% 3.74% 3.69% 3.77% 3.93%
Capitalization / Revenue 0.28 x 0.31 x 0.35 x 0.26 x 0.31 x 0.29 x 0.28 x 0.27 x
EV / Revenue 0.38 x 0.43 x 0.41 x 0.39 x 0.5 x 0.5 x 0.5 x 0.49 x
EV / EBITDA 6.19 x 7.48 x 5.79 x 4.81 x - 5.34 x 5.13 x 4.98 x
EV / FCF -32.4 x -172 x 5.01 x 4.88 x - 39 x 9.82 x 10 x
FCF Yield -3.09% -0.58% 20% 20.5% - 2.56% 10.2% 10%
Price to Book 1.12 x 1.19 x 0.98 x 0.89 x 0.88 x 0.87 x 0.84 x 0.8 x
Nbr of stocks (in thousands) 94,102 92,928 90,483 89,273 87,941 87,939 - -
Reference price 2 6,420 6,930 6,910 7,540 8,014 8,123 8,123 8,123
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 2,501,322 2,553,491 2,619,884
EBITDA 1 131,745 118,873 125,973 213,680 - 234,927 247,035 255,555
EBIT 1 79,598 59,224 68,754 155,510 81,256 82,608 93,994 101,498
Operating Margin 3.72% 2.85% 3.9% 5.94% 3.63% 3.3% 3.68% 3.87%
Earnings before Tax (EBT) 1 77,850 38,392 79,283 160,168 61,208 80,061 91,766 98,951
Net income 1 49,330 17,409 54,049 108,318 37,050 55,420 62,057 67,321
Net margin 2.31% 0.84% 3.07% 4.14% 1.65% 2.22% 2.43% 2.57%
EPS 2 515.1 185.1 595.2 1,202 418.6 634.4 716.0 780.6
Free Cash Flow 1 -25,185 -5,166 145,471 210,798 - 32,118 129,094 127,197
FCF margin -1.18% -0.25% 8.25% 8.05% - 1.28% 5.06% 4.86%
FCF Conversion (EBITDA) - - 115.48% 98.65% - 13.67% 52.26% 49.77%
FCF Conversion (Net income) - - 269.15% 194.61% - 57.96% 208.03% 188.94%
Dividend per Share 2 155.0 155.0 240.0 400.0 300.0 300.0 306.2 319.3
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 Q3 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 Q3 2024 Q4
Net sales 1 1,098,166 1,038,952 1,041,400 964,464 559,188 659,063 643,136 655,796 1,298,932 664,665 656,149 578,016 553,850 1,131,866 543,486 563,665 584,655 601,487 634,752 691,206
EBITDA - - - - - - - - - - - - - - - - - - - -
EBIT 1 45,575 29,128 30,096 20,875 16,175 32,454 35,823 31,912 67,735 32,934 28,047 20,961 16,060 42,249 18,128 8,656 14,475 20,925 23,925 21,625
Operating Margin 4.15% 2.8% 2.89% 2.16% 2.89% 4.92% 5.57% 4.87% 5.21% 4.95% 4.27% 3.63% 2.9% 3.73% 3.34% 1.54% 2.48% 3.48% 3.77% 3.13%
Earnings before Tax (EBT) - 30,103 - - 23,170 - 35,153 - 137,067 34,821 - 23,386 17,961 41,347 11,102 8,759 - - - -
Net income - 19,010 - - 15,417 - 21,339 73,325 94,664 22,988 -7,843 13,320 12,127 25,447 5,073 6,530 - - - -
Net margin - 1.83% - - 2.76% - 3.32% 11.18% 7.29% 3.46% -1.2% 2.3% 2.19% 2.25% 0.93% 1.16% - - - -
EPS 2 - 201.1 - - 170.2 258.6 235.8 810.4 1,046 255.5 -82.83 149.4 136.4 285.8 58.27 74.51 79.28 167.1 191.1 191.1
Dividend per Share - 75.00 - 90.00 - - - 250.0 250.0 - 150.0 - - 150.0 - - - - - -
Announcement Date 4/26/19 10/31/19 4/28/20 8/13/21 11/12/21 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 - - - -
1JPY in Million2JPY
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 211,970 244,823 103,752 354,984 419,306 539,856 553,957 557,420
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) 1.609 x 2.06 x 0.8236 x 1.661 x - 2.298 x 2.242 x 2.181 x
Free Cash Flow 1 -25,185 -5,166 145,471 210,798 - 32,119 129,095 127,197
ROE (net income / shareholders' equity) 9.2% 3.2% 8.87% 15.9% 4.8% 6.83% 7.52% 7.77%
ROA (Net income/ Total Assets) 5.62% 3.76% 4.23% 7.66% - 2.78% 3.06% 3.21%
Assets 1 878,117 462,962 1,277,476 1,414,941 - 1,995,517 2,029,457 2,098,554
Book Value Per Share 2 5,750 5,805 7,035 8,485 9,098 9,371 9,721 10,198
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 85,000 93,333 90,000
Capex / Sales 4.58% 4.97% 3.17% 3.22% 3.26% 3.4% 3.66% 3.44%
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
8,123 JPY
Average target price
8,939 JPY
Spread / Average Target
+10.04%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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