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Kamigumi

TSE:9364
Snowflake Description

Flawless balance sheet with solid track record.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
9364
TSE
¥215B
Market Cap
  1. Home
  2. JP
  3. Transportation
Company description

Kamigumi Co., Ltd. provides an integrated logistics services in Japan and internationally. The last earnings update was 55 days ago. More info.


Add to Portfolio Compare Print
  • Kamigumi has significant price volatility in the past 3 months.
9364 Share Price and Events
7 Day Returns
1.7%
TSE:9364
4.9%
JP Infrastructure
5.1%
JP Market
1 Year Returns
-30.3%
TSE:9364
-18.5%
JP Infrastructure
-10.9%
JP Market
9364 Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Kamigumi (9364) 1.7% -5.4% -24.3% -30.3% -7.5% -22.6%
JP Infrastructure 4.9% -0% -23.7% -18.5% -4.4% -32.5%
JP Market 5.1% 1.7% -17.6% -10.9% -3% -7.5%
1 Year Return vs Industry and Market
  • 9364 underperformed the Infrastructure industry which returned -18.5% over the past year.
  • 9364 underperformed the Market in Japan which returned -10.9% over the past year.
Price Volatility
9364
Industry
5yr Volatility vs Market

9364 Value

 Is Kamigumi undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current share price of Kamigumi to its discounted cash flow analysis.value.

The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Raw Data

Below are the data sources, inputs and calculation used to determine the intrinsic value for Kamigumi.

TSE:9364 Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model 2 Stage Free Cash Flow to Equity
Levered Free Cash Flow Average of 4 Analyst Estimates (S&P Global) See below
Discount Rate (Cost of Equity) See below 5.1%
Perpetual Growth Rate 10-Year JP Government Bond Rate -0.1%

An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for TSE:9364
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year JP Govt Bond Rate -0.1%
Equity Risk Premium S&P Global 6.3%
Infrastructure Unlevered Beta Simply Wall St/ S&P Global 0.72
Re-levered Beta = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 0.722 (1 + (1- 30.86%) (0%))
0.814
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm)
0.81
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= -0.09% + (0.814 * 6.33%)
5.06%

Discounted Cash Flow Calculation for TSE:9364 using 2 Stage Free Cash Flow to Equity Model

The calculations below outline how an intrinsic value for Kamigumi is arrived at by discounting future cash flows to their present value using the 2 stage method. We try to start with analysts estimates of free cash flow, however if these are not available we use the most recent financial results. In the 1st stage we continue to grow the free cash flow over a 10 year period, with the growth rate trending towards the perpetual growth rate used in the 2nd stage. The 2nd stage assumes the company grows at a stable rate into perpetuity.

Note: Free cash flow to equity valuations ignore the company's cash or debt.

TSE:9364 DCF 1st Stage: Next 10 year cash flow forecast
Levered FCF (JPY, Millions) Source Present Value
Discounted (@ 5.06%)
2020 -3,400.00 Analyst x1 -3,236.16
2021 8,736.50 Analyst x2 7,914.79
2022 9,636.50 Analyst x2 8,309.45
2023 10,258.07 Est @ 6.45% 8,419.18
2024 10,718.47 Est @ 4.49% 8,373.12
2025 11,052.31 Est @ 3.11% 8,217.87
2026 11,290.30 Est @ 2.15% 7,990.29
2027 11,457.43 Est @ 1.48% 7,717.83
2028 11,573.06 Est @ 1.01% 7,420.05
2029 11,651.69 Est @ 0.68% 7,110.48
Present value of next 10 years cash flows ¥68,236.00
TSE:9364 DCF 2nd Stage: Terminal Value
Calculation Result
Terminal Value = FCF2029 × (1 + g) ÷ (Discount Rate – g)
= ¥11,651.69 × (1 + -0.09%) ÷ (5.06% – -0.09%)
¥225,919.48
Present Value of Terminal Value = Terminal Value ÷ (1 + r)10
= ¥225,919.48 ÷ (1 + 5.06%)10
¥137,868.02
TSE:9364 Total Equity Value
Calculation Result
Total Equity Value = Present value of next 10 years cash flows + Terminal Value
= ¥68,236.00 + ¥137,868.02
¥206,104.02
Equity Value per Share
(JPY)
= Total value / Shares Outstanding
= ¥206,104.02 / 117.84
¥1749.03
TSE:9364 Discount to Share Price
Calculation Result
Value per share (JPY) From above. ¥1,749.03
Current discount Discount to share price of ¥1,826.00
= -1 x (¥1,826.00 - ¥1,749.03) / ¥1,749.03
-4.4%

Learn more about our DCF calculations in Simply Wall St’s analysis model .

  • The current share price of Kamigumi is above its future cash flow value.
Often investors are willing to pay a premium for a company that has a high dividend or the potential for future growth.
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Kamigumi's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Kamigumi's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
TSE:9364 PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2019-12-31) in JPY ¥164.47
TSE:9364 Share Price ** TSE (2020-04-09) in JPY ¥1826
Japan Infrastructure Industry PE Ratio Median Figure of 14 Publicly-Listed Infrastructure Companies 10.24x
Japan Market PE Ratio Median Figure of 3,072 Publicly-Listed Companies 12.4x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Kamigumi.

TSE:9364 PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= TSE:9364 Share Price ÷ EPS (both in JPY)

= 1826 ÷ 164.47

11.1x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Kamigumi is overvalued based on earnings compared to the JP Infrastructure industry average.
  • Kamigumi is good value based on earnings compared to the Japan market.
Price based on expected Growth
Does Kamigumi's expected growth come at a high price?
Raw Data
TSE:9364 PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 11.1x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 4 Analysts
0%per year
Asia Infrastructure Industry PEG Ratio Median Figure of 50 Publicly-Listed Infrastructure Companies 1.16x
Japan Market PEG Ratio Median Figure of 1,281 Publicly-Listed Companies 1.37x

*Line of best fit is calculated by linear regression .

TSE:9364 PEG (Price to Earnings to Growth) Ratio Calculation
Calculation Outcome
PEG Ratio

= PE Ratio ÷ Net Income Annual Growth Rate

= 11.1x ÷ 0%

365.88x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Kamigumi is poor value based on expected growth next year.
Price based on value of assets
What value do investors place on Kamigumi's assets?
Raw Data
TSE:9364 PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2019-12-31) in JPY ¥2,861.19
TSE:9364 Share Price * TSE (2020-04-09) in JPY ¥1826
Japan Infrastructure Industry PB Ratio Median Figure of 14 Publicly-Listed Infrastructure Companies 0.57x
Japan Market PB Ratio Median Figure of 3,578 Publicly-Listed Companies 0.86x
TSE:9364 PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= TSE:9364 Share Price ÷ Book Value per Share (both in JPY)

= 1826 ÷ 2,861.19

0.64x

* Primary Listing of Kamigumi.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Kamigumi is overvalued based on assets compared to the JP Infrastructure industry average.
X
Value checks
We assess Kamigumi's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Infrastructure industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Infrastructure industry average (and greater than 0)? (1 check)
  5. Kamigumi has a total score of 1/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

9364 Future Performance

 How is Kamigumi expected to perform in the next 1 to 3 years based on estimates from 4 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
0%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Kamigumi expected to grow at an attractive rate?
  • Kamigumi's earnings growth is expected to exceed the low risk savings rate of -0.1%.
Growth vs Market Checks
  • Kamigumi's earnings growth is positive but not above the Japan market average.
  • Kamigumi's revenue growth is positive but not above the Japan market average.
Annual Growth Rates Comparison
Raw Data
TSE:9364 Future Growth Rates Data Sources
Data Point Source Value (per year)
TSE:9364 Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 4 Analysts 0%
TSE:9364 Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 4 Analysts 1.3%
Asia Infrastructure Industry Earnings Growth Rate Market Cap Weighted Average 11.8%
Asia Infrastructure Industry Revenue Growth Rate Market Cap Weighted Average 9.3%
Japan Market Earnings Growth Rate Market Cap Weighted Average 9.3%
Japan Market Revenue Growth Rate Market Cap Weighted Average 3.3%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
TSE:9364 Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 4 Analyst Estimates (S&P Global) See Below
All numbers in JPY Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
TSE:9364 Future Estimates Data
Date (Data in JPY Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2022-03-31 285,325 32,637 18,750 4
2021-03-31 279,175 31,937 18,350 4
2020-04-09
2020-03-31 277,675 58,900 18,425 4
TSE:9364 Past Financials Data
Date (Data in JPY Millions) Revenue Cash Flow Net Income *
2019-12-31 278,394 19,589
2019-09-30 278,692 32,618 19,242
2019-06-30 277,055 18,994
2019-03-31 274,893 30,456 18,388
2018-12-31 272,870 17,305
2018-09-30 268,466 29,497 16,947
2018-06-30 264,396 17,448
2018-03-31 261,420 29,143 17,902
2017-12-31 258,660 17,886
2017-09-30 254,718 30,201 17,725
2017-06-30 251,757 17,402
2017-03-31 246,212 31,578 16,383

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Kamigumi's earnings are expected to decrease over the next 1-3 years, this is not considered high growth.
  • Kamigumi's revenue is expected to grow by 1.3% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
TSE:9364 Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (3 months ago) See Below
Future Estimates Average of up to 4 Analyst Estimates (S&P Global) See Below

All data from Kamigumi Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

TSE:9364 Future Estimates Data
Date (Data in JPY Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2022-03-31 159.39 169.00 151.56 4.00
2021-03-31 155.20 163.20 146.53 4.00
2020-04-09
2020-03-31 155.11 157.00 151.55 4.00
TSE:9364 Past Financials Data
Date (Data in JPY Millions) EPS *
2019-12-31 164.47
2019-09-30 160.59
2019-06-30 157.72
2019-03-31 152.19
2018-12-31 143.01
2018-09-30 139.86
2018-06-30 143.45
2018-03-31 146.62
2017-12-31 145.47
2017-09-30 143.13
2017-06-30 139.86
2017-03-31 131.05

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Kamigumi is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).
X
Future performance checks
We assess Kamigumi's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the Asia market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the Asia market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Kamigumi has a total score of 1/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

9364 Past Performance

  How has Kamigumi performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Kamigumi's growth in the last year to its industry (Infrastructure).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Kamigumi's year on year earnings growth rate has been positive over the past 5 years.
  • Kamigumi's 1-year earnings growth exceeds its 5-year average (13.2% vs 5.1%)
  • Kamigumi's earnings growth has exceeded the JP Infrastructure industry average in the past year (13.2% vs 12.3%).
Earnings and Revenue History
Kamigumi's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Kamigumi Company Filings, last reported 3 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

TSE:9364 Past Revenue, Cash Flow and Net Income Data
Date (Data in JPY Millions) Revenue Net Income * G+A Expenses R&D Expenses
2019-12-31 278,394.00 19,589.00 18,866.00
2019-09-30 278,692.00 19,242.00 18,883.00
2019-06-30 277,055.00 18,994.00 18,672.00
2019-03-31 274,893.00 18,388.00 18,495.00
2018-12-31 272,870.00 17,305.00 18,154.00
2018-09-30 268,466.00 16,947.00 17,697.00
2018-06-30 264,396.00 17,448.00 17,409.00
2018-03-31 261,420.00 17,902.00 17,010.00
2017-12-31 258,660.00 17,886.00 16,894.00
2017-09-30 254,718.00 17,725.00 16,768.00
2017-06-30 251,757.00 17,402.00 16,634.00
2017-03-31 246,212.00 16,383.00 16,609.00
2016-12-31 242,334.00 16,105.00 16,523.00
2016-09-30 242,156.00 16,066.00 16,488.00
2016-06-30 241,785.00 15,715.00 16,517.00
2016-03-31 242,399.00 16,018.00 16,566.00
2015-12-31 243,996.00 15,705.00 16,493.00
2015-09-30 243,100.00 15,333.00 16,571.00
2015-06-30 242,947.00 15,290.00 16,259.00
2015-03-31 242,861.00 14,962.00 15,881.00
2014-12-31 242,413.00 15,095.00 15,500.00
2014-09-30 241,472.00 15,024.00 15,245.00
2014-06-30 239,233.00 15,463.00 15,207.00
2014-03-31 237,871.00 15,268.00 15,151.00
2013-12-31 235,610.00 14,343.00 15,438.00
2013-09-30 232,412.00 13,838.00 15,447.00
2013-06-30 231,892.00 13,082.00 15,400.00

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • Kamigumi has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
  • Kamigumi used its assets more efficiently than the JP Infrastructure industry average last year based on Return on Assets.
  • Kamigumi has improved its use of capital last year versus 3 years ago (Return on Capital Employed).
X
Past performance checks
We assess Kamigumi's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Infrastructure industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Kamigumi has a total score of 5/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

9364 Health

 How is Kamigumi's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Kamigumi's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Kamigumi is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
  • Kamigumi's cash and other short term assets cover its long term commitments.
Balance sheet
This treemap shows a more detailed breakdown of Kamigumi's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • High level of physical assets or inventory.
  • Kamigumi has no debt, it does not need to be covered by short term assets.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Kamigumi Company Filings, last reported 3 months ago.

TSE:9364 Past Debt and Equity Data
Date (Data in JPY Millions) Total Equity Total Debt Cash & Short Term Investments
2019-12-31 339,318.00 0.00 27,193.00
2019-09-30 336,999.00 0.00 28,987.00
2019-06-30 334,012.00 0.00 26,159.00
2019-03-31 332,198.00 0.00 62,091.00
2018-12-31 329,927.00 0.00 55,405.00
2018-09-30 330,528.00 0.00 58,694.00
2018-06-30 325,410.00 0.00 51,437.00
2018-03-31 321,906.00 0.00 51,611.00
2017-12-31 319,656.00 0.00 48,419.00
2017-09-30 320,034.00 0.00 53,488.00
2017-06-30 315,298.00 0.00 49,673.00
2017-03-31 312,115.00 0.00 48,081.00
2016-12-31 312,931.00 0.00 42,646.00
2016-09-30 308,200.00 0.00 45,641.00
2016-06-30 303,016.00 0.00 41,179.00
2016-03-31 301,943.00 0.00 40,629.00
2015-12-31 300,622.00 0.00 37,113.00
2015-09-30 302,517.00 0.00 49,001.00
2015-06-30 301,273.00 0.00 44,128.00
2015-03-31 297,968.00 0.00 46,205.00
2014-12-31 295,657.00 0.00 39,964.00
2014-09-30 293,199.00 0.00 42,974.00
2014-06-30 288,951.00 0.00 39,153.00
2014-03-31 286,338.00 0.00 39,985.00
2013-12-31 284,503.00 0.00 38,390.00
2013-09-30 281,463.00 0.00 37,873.00
2013-06-30 276,305.00 0.00 30,873.00
  • Kamigumi has no debt.
  • Kamigumi has not taken on any debt in the past 5 years.
  • Kamigumi has no debt, it does not need to be covered by operating cash flow.
  • Kamigumi has no debt, therefore coverage of interest payments is not a concern.
X
Financial health checks
We assess Kamigumi's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Kamigumi has a total score of 6/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

9364 Dividends

 What is Kamigumi's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
2.52%
Current annual income from Kamigumi dividends. Estimated to be 2.6% next year.
If you bought ¥2,000 of Kamigumi shares you are expected to receive ¥50 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Kamigumi's pays a higher dividend yield than the bottom 25% of dividend payers in Japan (1.7%).
  • Kamigumi's dividend is below the markets top 25% of dividend payers in Japan (3.92%).
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
TSE:9364 Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 4 Analyst Estimates (S&P Global) See Below
Japan Infrastructure Industry Average Dividend Yield Market Cap Weighted Average of 14 Stocks 2.1%
Japan Market Average Dividend Yield Market Cap Weighted Average of 2987 Stocks 2.8%
Japan Minimum Threshold Dividend Yield 10th Percentile 1%
Japan Bottom 25% Dividend Yield 25th Percentile 1.7%
Japan Top 25% Dividend Yield 75th Percentile 3.9%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

TSE:9364 Future Dividends Estimate Data
Date (Data in ¥) Dividend per Share (annual) Avg. No. Analysts
2022-03-31 48.00 4.00
2021-03-31 47.00 4.00
2020-04-09
2020-03-31 46.00 4.00
TSE:9364 Past Annualized Dividends Data
Date (Data in ¥) Dividend per share (annual) Avg. Yield (%)
2019-11-13 46.000 2.083
2019-11-08 46.000 1.771
2019-06-28 46.000 1.855
2019-05-10 46.000 1.805
2019-02-13 46.000 1.779
2019-02-08 46.000 1.870
2018-11-14 46.000 1.938
2018-11-09 46.000 1.917
2018-06-29 45.000 1.946
2018-05-11 45.000 1.870
2018-02-09 35.000 1.488
2017-06-30 28.000 1.127
2017-05-12 28.000 1.214
2016-06-30 26.000 1.321
2016-05-13 26.000 1.326
2015-06-29 24.000 1.151
2015-05-11 24.000 1.036
2014-06-30 22.000 1.030
2014-05-12 22.000 1.184
2014-02-14 24.000 1.249
2014-02-10 24.000 1.301
2013-11-14 20.000 1.072
2013-11-11 20.000 1.124
2013-08-12 20.000 1.207
2013-06-28 20.000 1.196
2013-05-14 20.000 1.271
2013-02-12 20.000 1.171
2012-08-10 18.000 1.371
2012-06-29 18.000 1.421
2012-05-14 18.000 1.480
2012-02-07 18.000 1.340
2011-11-11 18.000 1.371
2011-08-08 18.000 1.318
2011-06-30 18.000 1.201
2011-05-13 18.000 1.279
2011-02-07 17.000 1.214
2010-06-30 17.000 1.293
2010-05-14 17.000 1.195
2009-05-14 17.000 1.176

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Dividends per share have been volatile in the past 10 years (annual drop of over 20%).
  • Dividends per share have increased over the past 10 years.
Current Payout to shareholders
What portion of Kamigumi's earnings are paid to the shareholders as a dividend.
  • Dividends paid are well covered by earnings (3.6x coverage).
Future Payout to shareholders
  • Insufficient estimate data to determine if a dividend will be paid in 3 years and that it will be sustainable.
X
Income/ dividend checks
We assess Kamigumi's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 1%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Kamigumi afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Kamigumi has a total score of 3/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

9364 Management

 What is the CEO of Kamigumi's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Masami Kubo
AGE 76
TENURE AS CEO 8 years
CEO Bio

Mr. Masami Kubo has been the Chief Executive Officer of Kamigumi Co.,Ltd. since April 2012. Mr. Kubo served as President and Senior Managing Director of Kamigumi Co. Ltd. since June 2004 and June 1996 respectively. He has been President and Representative Director, Kobe Mega-Container Terminal Co., Ltd. since June 2009. He served as Managing Director, Senior Managing Director and General Manager of Logistics Division at Kamigumi Co. Ltd. since June 1997, since June 1999 and since January 2004 respectively. Mr. Kubo has been the Chairman of Kamigumi Co.,Ltd. since April 2012 and has been its Representative Director since June 2004.

CEO Compensation
  • Insufficient data for Masami to compare compensation growth.
  • Insufficient data for Masami to establish whether their remuneration is reasonable compared to companies of similar size in Japan.
Management Team Tenure

Average tenure and age of the Kamigumi management team in years:

8
Average Tenure
66.5
Average Age
  • The average tenure for the Kamigumi management team is over 5 years, this suggests they are a seasoned and experienced team.
Management Team

Masami Kubo

TITLE
Chairman & CEO
AGE
76
TENURE
8 yrs

Yoshihiro Fukai

TITLE
President
AGE
65
TENURE
8 yrs

Yasuhiro Kishino

TITLE
Executive Officer

Kuniharu Saeki

TITLE
Representative Senior MD
AGE
72

Keigo Akita

TITLE
General Manager of Personal Affairs Department and Executive Officer

Yoichiro Ichihara

TITLE
Managing Executive Officer
AGE
68

Norihito Tahara

TITLE
Managing Executive Officer
AGE
61
TENURE
6.8 yrs

Hideo Makita

TITLE
Representative Senior MD
AGE
69

Toshihiro Horiuchi

TITLE
Managing Executive Officer
AGE
65
TENURE
10.3 yrs

Katsumi Murakami

TITLE
Managing Executive Officer
AGE
64
Board of Directors Tenure

Average tenure and age of the Kamigumi board of directors in years:

6.9
Average Tenure
67
Average Age
  • The tenure for the Kamigumi board of directors is about average.
Board of Directors

Masami Kubo

TITLE
Chairman & CEO
AGE
76
TENURE
8 yrs

Yoshihiro Fukai

TITLE
President
AGE
65
TENURE
9 yrs

Kuniharu Saeki

TITLE
Representative Senior MD
AGE
72
TENURE
6.8 yrs

Yoichiro Ichihara

TITLE
Managing Executive Officer
AGE
68
TENURE
6.8 yrs

Norihito Tahara

TITLE
Managing Executive Officer
AGE
61
TENURE
7 yrs

Hideo Makita

TITLE
Representative Senior MD
AGE
69
TENURE
9 yrs

Toshihiro Horiuchi

TITLE
Managing Executive Officer
AGE
65
TENURE
6.8 yrs

Katsumi Murakami

TITLE
Managing Executive Officer
AGE
64
TENURE
5.8 yrs

Yasuo Kobayashi

TITLE
Managing Executive Officer
AGE
66

Koichi Baba

TITLE
External Director
AGE
68
Who owns this company?
Recent Insider Trading
  • No 3 month open market individual insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price (¥) Value (¥)
X
Management checks
We assess Kamigumi's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Kamigumi has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

9364 News

Simply Wall St News

9364 Company Info

Description

Kamigumi Co., Ltd. provides an integrated logistics services in Japan and internationally. The company offers harbor transportation services; warehousing storage and distribution services; and truck, air, and rail transportation services, as well as sea freight services. It also provides on-site factory services, including loading and unloading of ship-borne raw materials; transportation of materials to sites; and provision of secondary processing, product controls/shipping work, and environmental response work services. In addition, the company offers heavy cargo transportation services for transformer plants, industrial equipment, petrochemical plant equipment, and railcars. Further, it provides construction services for housing, warehouses, offices, and stores; offers breakdown and disposal services for large equipment and facilities, such as steel plant rolling mill production lines and large conveyor systems for sand and rock; designs and constructs steel structures; constructs and maintains amusement facilities; and provides machinery maintenance services. Additionally, the company engages in apartment rental, alcoholic beverage production, and restaurant businesses. It also develops and leases commercial facilities, operates parking areas, and cultivates tomatoes. Kamigumi Co., Ltd. was founded in 1867 and is headquartered in Kobe, Japan.

Details
Name: Kamigumi Co., Ltd.
9364
Exchange: TSE
Founded: 1867
¥215,174,463,196
117,839,246
Website: http://www.kamigumi.co.jp
Address: Kamigumi Co., Ltd.
4-1-11, Hamabe-dori,
Chuo-ku,
Kobe,
Hyogo, 651-0083,
Japan
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
TSE 9364 Common Stock The Tokyo Stock Exchange JP JPY 06. Jan 1992
OTCPK KMGI.F Common Stock Pink Sheets LLC US USD 06. Jan 1992
DB KGU Common Stock Deutsche Boerse AG DE EUR 06. Jan 1992
Number of employees
Current staff
Staff numbers
4,296
Kamigumi employees.
Industry
Marine Ports and Services
Transportation
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2020/04/09 16:19
End of day share price update: 2020/04/09 00:00
Last estimates confirmation: 2020/04/08
Last earnings filing: 2020/02/14
Last earnings reported: 2019/12/31
Last annual earnings reported: 2019/03/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.