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← CockpitCompetitor Analysis › 9308.T Inui Global Logistics Co., Ltd.Open in the cockpit ↗

Inui Global Logistics Co., Ltd.9308.TCompetitor analysis, valuation and peers

Japan · JPY·Industrials›Marine Shipping
Momentum leader 86
Mkt cap
$331M
US dollars, full cap
Free float
71%
of shares outstanding
$/day
$2.58M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-1.5 pp
WACC 6.1%
Hurdle
-5 pp
Req g minus delivered
Next earnings
4 days
10 Nov 2026
Close · JPY¥2,084
1D-3.9%
1W-11.7%
1M-8.7%
3M+8.8%
6M+37.0%
YTD+51.9%
1Y+30.6%
ATR %5.3%
52w lowhigh16.2% off high

What Inui Global Logistics does

Employees: 188

Inui Global Logistics at a glance

Size Inui Global Logistics (9308.T) is a Japan Industrials company (Marine Shipping) with a market value of $331M, the 1299th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,084 on 6 Nov 2026.

Performance Over six months the shares gained 37.0%, against -12.3% for the median peer and +1.8% for the Japan market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue grew 20.7% over the last twelve months (peer median +7.8%); the operating margin is 8.9% (peer median 13.4%).

Valuation It trades at 1.7× enterprise value to sales against a peer median of 1.9× (10th cheapest of 20).

Price implies For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -5 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 1.5 points below its cost of capital (6.1% WACC).

Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).

Relative performance

10012515011 May 202611 Aug 20266 Nov 20269308.T 137Peer median 87
Six months, rebased to 100: Inui Global Logistics against the median of its 20 peers (local-currency closes).

Inui Global Logistics financials

Reported figures in JPY; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥37.1B¥33.6B¥31.8B¥29.5B¥44.3B
Revenue growth—+6%+8%-33%—
Gross profit¥4.88B¥3.74B¥5.13B¥3.23B¥14.8B
EBITDA¥7.41B¥6.16B¥6.92B¥4.81B¥16.3B
Net income¥1.27B¥833M¥5.02B¥1.19B¥9.86B
Free cash flow¥3.26B¥478M-¥785M-¥2.82B¥5.29B
Capital expenditure¥2.58B¥3.97B¥8.78B¥3.33B¥7.03B
Total debt¥31.7B¥32.0B¥30.2B¥28.7B¥26.9B

Quarterly statements and history in the cockpit →

Inui Global Logistics competitor charts

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.

Performance: 6-month against 1-month return

-20%0%+20%-15%-10%-5%26125LY2490001205SHIPFSJS5626172409SEA1ESEA005880CMDB9324PANL2605600798GOTL-A77869308.T6-month return →1-month return →
Up and to the right = strong over both horizons. Inui Global Logistics is the large dot.

Fundamentals: revenue growth against valuation

-25%0%+25%+50%+75%2×4×26125LY2490001205SHIPFSJS5626172409ESEA0058809324PANL0005202605600798GOTL-A77869308.TRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Inui Global Logistics is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%-20%0%20%5LY001205SHIPFSJS56261724090058809324PANL26056007989308.TGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Inui Global Logistics is the large dot.

Inui Global Logistics competitors and peer comparison

How Inui Global Logistics compares with its peers

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.

Inui Global Logistics against its 20 peers (data as of 6 Nov 2026)
Measure9308.TPeer medianRank in peer set
1-month return-8.7%-10.8%7th highest of 21
6-month return+37.0%-12.3%highest of 21
Distance from 52-week high-16.2%-29.8%3rd highest of 21
Revenue growth (TTM)+20.7%+7.8%10th highest of 20
Operating margin8.9%13.4%8th lowest of 21
EV / Sales1.7×1.9×10th cheapest of 20
Growth the price implies (Req g, 7 yrs)7.2%-5.4%3rd most demanding of 14
Growth delivered (Del g)+12.2%+10.7%5th highest of 13
Hurdle (Req g minus delivered)-5.1 pp-19.6 pp3rd most demanding of 13
ROIC minus cost of capital-1.5 pp-0.5 pp6th lowest of 20
EV / EBITDA8.6×6.0×5th most expensive of 17
Net debt / EBITDA1.6×1.5×9th most indebted of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Inui Global Logistics 9308.TJapan$331M+37%+21%9%1.7×7.2%+12.2%
Chinese Maritime Transport 2612.TWTaiwan$329M-1%+2%25%4.1×n/an/a
Marco Polo Marine 5LY.SISingapore$322M-36%+26%32%2.7×-5.4%+31.8%
LC Logistics 2490.HKHong Kong$316M-13%-9%1%1.0×n/an/a
Nanjing Sheng Hang Shipping 001205.SZChina$350M-18%+2%16%2.8×2.6%+24.6%
Seanergy Maritime SHIPUnited States$306M-15%+32%37%2.8×-2.5%+20.1%
James Fisher and Sons FSJ.LUnited Kingdom$302M-11%-2%6%1.0×9.5%-5.3%
Samudera Shipping Line S56.SISingapore$365M-16%+4%11%0.6×-15.6%+10.5%
Taiwan Navigation 2617.TWTaiwan$368M-1%+8%40%3.6×-7.9%+11.5%
Seacon Shipping 2409.HKHong Kong$400M+32%+40%11%2.4×4.8%+12.7%
Sea1 Offshore Incorporation SEA1.OLNorway$406M-12%-23%36%n/an/an/a
Euroseas ESEAUnited States$417M-13%+3%59%1.9×n/an/a
Korea Line 005880.KSSouth Korea$420M-30%-19%21%1.6×-12.2%+7.6%
Costamare Bulkers CMDBUnited States$449M-4%n/a-3%0.6×-7.8%n/a
Yasuda Logistics 9324.TJapan$453M+12%+2%5%1.6×12.3%+10.9%
Pangaea Logistics Solutions PANLUnited States$496M-3%+22%9%1.1×1.6%+10.5%
Phoenix Shipping (Wuhan) 000520.SZChina$527M-12%+78%5%2.8×n/an/a
Sincere Navigation 2605.TWTaiwan$548M-11%+22%31%1.9×-18.5%+2.3%
Ningbo Marine 600798.SSChina$575M-12%+39%3%1.2×-7.5%+3.5%
Rederiaktiebolaget Gotland GOTL-A.STSweden$582M-16%+42%1%0.7×n/an/a
Dong Fang Offshore 7786.TWTaiwan$583M-19%+52%19%1.9×n/an/a

Questions

Which companies are Inui Global Logistics's closest peers?
The cockpit's peer set: Chinese Maritime Transport (2612.TW), Marco Polo Marine (5LY.SI), LC Logistics (2490.HK), Nanjing Sheng Hang Shipping (001205.SZ), Seanergy Maritime (SHIP), James Fisher and Sons (FSJ.L), Samudera Shipping Line (S56.SI), Taiwan Navigation (2617.TW).
Is Inui Global Logistics expensive compared with its peers?
On ev / sales it trades at 1.7× against a peer median of 1.9×, 10th cheapest of 20 in its peer set. For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -5 pp: the price already allows for a slowdown.
How has Inui Global Logistics stock performed?
Over six months to 6 Nov 2026 the shares returned +37.0% against -12.3% for the median peer; over one year +30.6%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.