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← CockpitCompetitor Analysis › 9310.T Japan Transcity CorporationOpen in the cockpit ↗

Japan Transcity Corporation9310.TCompetitor analysis, valuation and peers

Japan · JPY·Industrials›Air Freight/Couriers
Momentum strong 66
Mkt cap
$538M
US dollars, full cap
Free float
57%
of shares outstanding
$/day
$752,567
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-1.2 pp
WACC 5.9%
Hurdle
-3 pp
Req g minus delivered
Next earnings
6 days
12 Nov 2026
Close · JPY¥1,334
1D-3.4%
1W-5.7%
1M-3.1%
3M-2.8%
6M+14.6%
YTD+17.4%
1Y+15.5%
ATR %2.8%
52w lowhigh9.8% off high

What Japan Transcity does

Employees: 2,442

Japan Transcity at a glance

Size Japan Transcity (9310.T) is a Japan Industrials company (Air Freight/Couriers) with a market value of $538M, the 1025th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,334 on 6 Nov 2026.

Performance Over six months the shares gained 14.6%, against -11.6% for the median peer and +1.8% for the Japan market (cap-weighted) — highest of 20 in its peer set.

Growth Revenue grew 0.9% over the last twelve months (peer median +9.6%); the operating margin is 6.8% (peer median 3.1%).

Valuation It trades at 0.8× enterprise value to sales against a peer median of 1.8× (8th cheapest of 20).

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 +4%, so the hurdle is -3 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 1.2 points below its cost of capital (5.9% WACC).

Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).

Relative performance

10012011 May 202611 Aug 20266 Nov 20269310.T 112Peer median 87
Six months, rebased to 100: Japan Transcity against the median of its 20 peers (local-currency closes).

Japan Transcity financials

Reported figures in JPY; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥127B¥126B¥125B¥123B¥134B
Revenue growth—+1%+2%-9%—
Gross profit¥16.0B¥15.3B¥14.6B¥13.0B¥13.5B
EBITDA¥13.9B¥13.8B¥13.1B¥11.3B¥12.6B
Net income¥6.81B¥6.60B¥6.04B¥4.63B¥6.16B
Free cash flow¥2.37B¥4.23B¥11.4B-¥10.7B¥8.07B
Capital expenditure¥6.58B¥5.07B¥3.72B¥18.0B¥3.52B
Total debt¥35.2B¥36.0B¥37.9B¥42.3B¥28.4B

Quarterly statements and history in the cockpit →

Japan Transcity 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%-10%0%+10%5607S08TVSSCS300873000701PNL603648300350MAHLOG603535RLGT605050SINDHUTRAD002485002210FERGR60383690379310.T6-month return →1-month return →
Up and to the right = strong over both horizons. Japan Transcity is the large dot.

Fundamentals: revenue growth against valuation

-50%0%+50%+100%0×5×10×5607S08TVSSCS300873000701LEAPIND300350603967603535SINDHUTRAD00248500221090379310.TRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Japan Transcity is the large dot.

Capital: growth delivered against growth the price implies

0%+20%0%20%5607TVSSCS300873603648603967MAHLOG603535RLGT002210FERGR90379310.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. Japan Transcity is the large dot.

Japan Transcity competitors and peer comparison

How Japan Transcity 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.

Japan Transcity against its 20 peers (data as of 6 Nov 2026)
Measure9310.TPeer medianRank in peer set
1-month return-3.1%-6.0%7th highest of 21
6-month return+14.6%-11.6%highest of 20
Distance from 52-week high-9.8%-27.3%2nd highest of 21
Revenue growth (TTM)+0.9%+9.6%6th lowest of 21
Operating margin6.8%3.1%8th highest of 20
EV / Sales0.8×1.8×8th cheapest of 20
Growth the price implies (Req g, 7 yrs)1.3%3.2%6th least demanding of 12
Growth delivered (Del g)+4.4%+5.5%5th lowest of 12
Hurdle (Req g minus delivered)-3.1 pp-0.9 pp6th least demanding of 12
ROIC minus cost of capital-1.2 pp-1.3 pp9th highest of 19
EV / EBITDA7.4×9.9×2nd cheapest of 9
Net debt / EBITDA1.0×2.0×5th least indebted of 13

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Japan Transcity 9310.TJapan$538M+15%+1%7%0.8×1.3%+4.4%
Farglory Free Trade Zone Investment 5607.TWTaiwan$534M0%+30%42%6.2×-2.7%+16.8%
Singapore Post S08.SISingapore$546M-17%-73%3%1.9×n/an/a
TVS Supply Chain Solutions TVSSCS.NSIndia$547M-4%+17%2%0.4×14.4%+9.7%
Hichain Logistics 300873.SZChina$560M-22%+15%14%1.8×3.2%+12.1%
Xiamen Xinde 000701.SZChina$568M-3%-22%n/a0.6×n/an/a
LEAP India LEAPIND.NSIndia$569Mn/a+56%27%8.2×n/an/a
PostNL PNL.ASNetherlands$473M-16%+2%1%n/an/an/a
Shanghai Shine-Link International Logistics 603648.SSChina$467M-15%+10%11%1.9×-0.7%+0.3%
HPF 300350.SZChina$465M-13%+73%-5%5.0×n/an/a
China Master Logistics 603967.SSChina$644M-11%+11%4%0.4×-12.1%+11.4%
Mahindra Logistics MAHLOG.NSIndia$443M+5%+20%2%0.6×33.7%+16.5%
Guangzhou Jiacheng International Logistics 603535.SSChina$427M-30%-29%-2%4.2×16.0%-0.4%
Radiant Logistics RLGTUnited States$418M+8%+4%2%0.5×16.3%+0.8%
Friend 605050.SSChina$709M-24%+4%4%0.6×n/an/a
Sindhu Trade Links SINDHUTRAD.NSIndia$405M-12%-64%2%9.2×n/an/a
Cedar Development 002485.SZChina$392M-2%-32%-17%5.0×n/an/a
Shenzhen Feima International Supply Chain 002210.SZChina$768M-36%+116%11%12.9×34.5%+1.5%
Ferrari FERGR.ASNetherlands$780M-4%+3%17%1.7×-2.7%+5.0%
Bondex Supply Chain Management 603836.SSChina$364M-14%+17%1%0.2×n/an/a
Hamakyorex 9037.TJapan$808M-2%+9%10%0.9×-9.0%+5.5%

Questions

Which companies are Japan Transcity's closest peers?
The cockpit's peer set: Farglory Free Trade Zone Investment (5607.TW), Singapore Post (S08.SI), TVS Supply Chain Solutions (TVSSCS.NS), Hichain Logistics (300873.SZ), Xiamen Xinde (000701.SZ), LEAP India (LEAPIND.NS), PostNL (PNL.AS), Shanghai Shine-Link International Logistics (603648.SS).
Is Japan Transcity expensive compared with its peers?
On ev / sales it trades at 0.8× against a peer median of 1.8×, 8th cheapest of 20 in its peer set. For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is -3 pp: the price already allows for a slowdown.
How has Japan Transcity stock performed?
Over six months to 6 Nov 2026 the shares returned +14.6% against -11.6% for the median peer; over one year +15.5%.

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.