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Japanese logistics company specializing in cargo handling, heavy equipment transport and plant relocation services.
Japanese logistics company specializing in cargo handling, heavy equipment transport and plant relocation services.
Its plant-engineering and maintenance work for steel and chemical makers carries a large part of the business, paid under long-running service contracts that bring year-after-year work. Logistics, including port handling and warehousing, sits alongside.
In one line: A Japanese heavy-cargo logistics specialist.
Moat: narrow (process know-how, installed base). Specialized heavy-lift and plant-relocation expertise differentiates it from generic freight forwarders.
Headquarters: Tokyo, Japan · Founded: 1937 · Employees: 29,324
Size Sankyu (9065.T) is a Japan Industrials company (Other Transportation) with a market value of $2.76B, the 387th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥8,165 on 6 Nov 2026.
Performance Over six months the shares fell 9.1%, against -5.6% for the median peer and +1.8% for the Japan market (cap-weighted) — 10th lowest of 21 in its peer set.
Growth Revenue grew 0.2% over the last twelve months (peer median +4.7%); the operating margin is 7.0% (peer median 11.5%).
Valuation It trades at 12.2× forward earnings against a peer median of 14.6× (8th cheapest of 19).
Price implies For today's price to make sense, revenue must grow about -1% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is -4 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.0 points above its cost of capital (6.6% WACC).
Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥625B | ¥632B | ¥607B | ¥564B | ¥579B |
| Revenue growth | — | +4% | +8% | -3% | — |
| Gross profit | ¥74.6B | ¥73.3B | ¥70.8B | ¥59.2B | ¥60.7B |
| EBITDA | ¥65.4B | ¥65.0B | ¥63.6B | ¥54.9B | ¥57.7B |
| Net income | ¥35.5B | ¥31.5B | ¥30.7B | ¥24.4B | ¥25.0B |
| Free cash flow | n/a | ¥35.4B | ¥22.1B | ¥8.63B | ¥18.8B |
| Capital expenditure | n/a | ¥19.0B | ¥24.4B | ¥14.8B | ¥16.1B |
| Total debt | ¥81.6B | ¥101B | ¥89.5B | ¥79.8B | ¥56.2B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Sankyu 9065.T | $2.76B | -9% | 0% | 7% | 12.2× | -1.1% |
| Kamigumi 9364.T | $2.71B | -12% | +5% | 12% | 15.5× | -3.2% |
| Nippon Express Hldgs 9147.T | $8.22B | +35% | +2% | 3% | 17.6× | 7.9% |
| Mitsubishi Logistics 9301.T | $2.67B | -15% | -1% | 6% | 16.0× | n/a |
| MITSUI-SOKO 9302.T | $1.52B | -22% | +6% | 7% | 17.8× | -1.6% |
| Sumitomo Warehouse 9303.T | $1.87B | +4% | +2% | 6% | 16.3× | 11.3% |
| Fukuyama Transporting 9075.T | $1.51B | +18% | +6% | 4% | 11.6× | 12.0% |
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 | 9065.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -2.4% | +2.0% | 6th lowest of 21 |
| 6-month return | -9.1% | -5.6% | 10th lowest of 21 |
| Distance from 52-week high | -18.9% | -17.3% | 9th lowest of 21 |
| Revenue growth (TTM) | +0.2% | +4.7% | 7th lowest of 21 |
| Operating margin | 7.0% | 11.5% | 6th lowest of 21 |
| Forward P/E | 12.2× | 14.6× | 8th cheapest of 19 |
| Growth the price implies (Req g, 7 yrs) | -1.1% | -2.8% | 7th most demanding of 15 |
| Growth delivered (Del g) | +3.4% | +8.8% | 5th lowest of 15 |
| Hurdle (Req g minus delivered) | -4.5 pp | -9.6 pp | 5th most demanding of 15 |
| ROIC minus cost of capital | +2.0 pp | -0.4 pp | 6th highest of 21 |
| EV / EBITDA | 7.2× | 12.1× | 3rd cheapest of 11 |
| Net debt / EBITDA | 0.5× | 1.5× | 4th least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sankyu 9065.T | Japan | $2.76B | -9% | 0% | 7% | 12.2× | -1.1% | +3.4% |
| Qinhuangdao Port 3369.HK | Hong Kong | $2.77B | +5% | +7% | 23% | 6.7× | -13.2% | +2.0% |
| Kamigumi 9364.T | Japan | $2.71B | -12% | +5% | 12% | 15.5× | -3.2% | +1.9% |
| Sichuan Expressway 0107.HK | Hong Kong | $2.84B | -11% | +8% | 26% | 8.0× | n/a | n/a |
| Xiamen Port Development 000905.SZ | China | $2.87B | -25% | +14% | 4% | n/a | 4.2% | +7.1% |
| Shenzhen Expressway 0548.HK | Hong Kong | $2.91B | -12% | 0% | 17% | 9.3× | 0.0% | +2.2% |
| Xiamen Xiangyu 600057.SS | China | $2.59B | -14% | +9% | 1% | 8.7× | n/a | n/a |
| SIA Engineering S59.SI | Singapore | $2.51B | -10% | -3% | 3% | 17.7× | 19.3% | +26.3% |
| Beibu Gulf Port 000582.SZ | China | $3.14B | -25% | -1% | 21% | 18.6× | n/a | n/a |
| Guangzhou Baiyun International Airport 600004.SS | China | $3.18B | -6% | +9% | 11% | 25.2× | -12.5% | +8.8% |
| ENAV ENAV.MI | Italy | $3.19B | +8% | +3% | 9% | 26.9× | 13.8% | +6.0% |
| Nagoya Railroad 9048.T | Japan | $2.38B | +8% | -2% | 5% | 11.0× | n/a | n/a |
| COSCO SHIPPING Ports 1199.HK | Hong Kong | $3.32B | +18% | +12% | 14% | 8.5× | 8.7% | +10.9% |
| Japan Airport Terminal 9706.T | Japan | $3.46B | +16% | +8% | 17% | 19.2× | -2.3% | +40.7% |
| Comfortdelgro C52.SI | Singapore | $2.19B | -10% | +9% | 9% | 15.0× | -8.2% | +9.3% |
| Guangzhou Port 601228.SS | China | $3.54B | -3% | -18% | 11% | n/a | n/a | n/a |
| Shenzhen Airport 000089.SZ | China | $2.08B | -5% | +5% | 17% | 14.2× | -6.4% | +11.4% |
| NANKAI 9044.T | Japan | $2.03B | 0% | +7% | 15% | 13.1× | n/a | n/a |
| Atlas Arteria ALX.AX | Australia | $3.78B | -21% | +2% | -20% | 20.6× | -3.5% | +8.9% |
| Wilh. Wilhelmsen WWI.OL | Norway | $3.87B | +23% | -4% | 10% | 8.4× | 6.2% | +11.0% |
| Hutchison Port Holdings Trust NS8U.SI | Singapore | $1.96B | +7% | +5% | 42% | 15.3× | -10.5% | +1.7% |