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Employees: 6,010
Size Hamakyorex (9037.T) is a Japan Industrials company (Air Freight/Couriers) with a market value of $808M, the 837th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,680 on 6 Nov 2026.
Performance Over six months the shares fell 2.3%, against -4.1% for the median peer and +1.8% for the Japan market (cap-weighted) — 8th highest of 20 in its peer set.
Growth Revenue grew 9.3% over the last twelve months (peer median +4.2%); the operating margin is 9.6% (peer median 7.3%).
Valuation It trades at 11.4× forward earnings against a peer median of 14.1× (5th cheapest of 15).
Price implies For today's price to make sense, revenue must grow about -9% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -14 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 4.6 points above its cost of capital (5.6% WACC).
Next results Next results expected around 3 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥164B | ¥156B | ¥147B | ¥141B | ¥132B |
| Revenue growth | — | +6% | +4% | +7% | — |
| Gross profit | ¥26.7B | ¥19.9B | ¥18.2B | ¥17.4B | ¥15.5B |
| EBITDA | n/a | ¥21.8B | ¥19.4B | ¥18.6B | ¥17.2B |
| Net income | ¥11.0B | ¥10.7B | ¥8.93B | ¥8.30B | ¥7.40B |
| Free cash flow | n/a | ¥10.1B | ¥1.83B | ¥7.67B | ¥11.3B |
| Capital expenditure | n/a | ¥9.99B | ¥12.4B | ¥8.38B | ¥2.53B |
| Total debt | ¥41.5B | ¥31.5B | ¥30.5B | ¥29.8B | ¥28.0B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 9037.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -5.9% | -1.1% | 8th lowest of 21 |
| 6-month return | -2.3% | -4.1% | 8th highest of 20 |
| Distance from 52-week high | -14.5% | -25.0% | 5th highest of 21 |
| Revenue growth (TTM) | +9.3% | +4.2% | 9th highest of 21 |
| Operating margin | 9.6% | 7.3% | 9th highest of 20 |
| Forward P/E | 11.4× | 14.1× | 5th cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | -9.0% | 3.2% | 4th least demanding of 16 |
| Growth delivered (Del g) | +5.5% | +9.7% | 6th lowest of 16 |
| Hurdle (Req g minus delivered) | -14.5 pp | -7.7 pp | 7th least demanding of 16 |
| ROIC minus cost of capital | +4.6 pp | -0.5 pp | 7th highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Hamakyorex 9037.T | Japan | $808M | -2% | +9% | 10% | 11.4× | -9.0% | +5.5% |
| Ferrari FERGR.AS | Netherlands | $780M | -4% | +3% | 17% | 12.8× | -2.7% | +5.0% |
| Shenzhen Easttop Supply Chain Management 002889.SZ | China | $845M | +14% | -35% | 6% | n/a | 12.0% | +6.7% |
| Shenzhen Feima International Supply Chain 002210.SZ | China | $768M | -36% | +116% | 11% | n/a | 34.5% | +1.5% |
| Hengtong Logistic 603223.SS | China | $870M | -9% | +2% | 30% | 15.5× | -9.5% | -24.6% |
| Swedish Logistic Property SLP-B.ST | Sweden | $876M | -9% | +27% | 86% | 14.2× | 11.6% | +60.3% |
| Orient International Enterprise 600278.SS | China | $919M | +1% | -12% | 1% | n/a | n/a | n/a |
| Friend 605050.SS | China | $709M | -24% | +4% | 4% | 10.1× | n/a | n/a |
| Hangzhou SF Intra-city Industrial 9699.HK | Hong Kong | $941M | -24% | +32% | 1% | 13.3× | 5.9% | +35.5% |
| Konoike Transport 9025.T | Japan | $973M | +2% | +1% | 6% | 10.9× | -12.5% | +4.0% |
| Cargojet CJT.TO | Canada | $1.00B | +15% | +1% | 10% | 23.4× | 12.4% | +8.2% |
| China Master Logistics 603967.SS | China | $644M | -11% | +11% | 4% | 13.9× | -12.1% | +11.4% |
| Blue Dart Express BLUEDART.NS | India | $1.14B | -20% | +9% | 7% | 26.5× | 22.4% | +13.3% |
| LEAP India LEAPIND.NS | India | $569M | n/a | +56% | 27% | n/a | n/a | n/a |
| Xiamen Xinde 000701.SZ | China | $568M | -3% | -22% | n/a | n/a | n/a | n/a |
| Hichain Logistics 300873.SZ | China | $560M | -22% | +15% | 14% | 20.8× | 3.2% | +12.1% |
| TVS Supply Chain Solutions TVSSCS.NS | India | $547M | -4% | +17% | 2% | 31.6× | 14.4% | +9.7% |
| Singapore Post S08.SI | Singapore | $546M | -17% | -73% | 3% | 77.5× | n/a | n/a |
| Bonheur BONHR.OL | Norway | $1.20B | +1% | +4% | 7% | 10.0× | 3.1% | +20.6% |
| Japan Transcity 9310.T | Japan | $538M | +15% | +1% | 7% | n/a | 1.3% | +4.4% |
| Farglory Free Trade Zone Investment 5607.TW | Taiwan | $534M | 0% | +30% | 42% | 8.3× | -2.7% | +16.8% |