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Companies Industrials 9023.T
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9023.T Tokyo Stock Exchange Passenger Transportation, Ground & Sea

9023.T

¥1 349,80
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JPY
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Last 30 days
1D5D1M3M6MYTD1Y5YMax
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Mcap
P/E
EV / Rev
Div yield
2,72 %
Op margin
22,8 %
ROE
8,0 %
Net margin
14,0 %
Debt / equity
1,46
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the passenger transportation industry, primarily generating revenue through ground and sea transportation services.

Business. The company operates in the passenger transportation industry, primarily generating revenue through ground and sea transportation services.

Classification92 %
SectorIndustrials
Business sectorTransportation
IndustryPassenger Transportation, Ground & Sea
ActivityTransportation
Generated · model-assisted
Sell-side consensus
HOLD11 analysts
3 buy6 hold2 sell
Avg 12m price target1 669,00

Analyst recommendations

11 analysts · consensus Hold
Buy3
Hold6
Sell2
12-month price target
1 669,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Hold
11 analysts · indicative
Ownership
not yet wired
Profitability
8,0 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 9023.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 9023.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    The company operates in the passenger transportation industry, primarily generating revenue through ground and sea transportation services.

    Classification92 %
    SectorIndustrials
    Business sectorTransportation
    IndustryPassenger Transportation, Ground & Sea
    ActivityTransportation
    AI synthesis
    GENERATED

    The company maintains a debt-to-equity ratio of 1.46, indicating a moderate reliance on debt financing, and a current ratio of 1.66, suggesting adequate short-term liquidity to cover its obligations. However, the company's free cash flow is relatively low at 5.76 billion JPY, which may limit its ability to reinvest in growth or return capital to shareholders.

    In terms of profitability, the company's return on equity (ROE) is 8.03%, which is a strong indicator of efficient use of shareholders' equity. However, its return on assets (ROA) is 2.88%, which is relatively modest and may suggest that the company is not fully leveraging its asset base to generate returns.

    The company's revenue is concentrated in a single business segment, as disclosed in its financial statements, and there is no indication of geographic diversification in the provided data. This lack of diversification could expose the company to higher operational and market risks if its primary market experiences a downturn.

    Looking ahead, the company is expected to maintain a stable revenue trajectory, with no significant growth or decline projected in the next fiscal year. The company's operating income and net income have remained relatively consistent, suggesting a stable business model with limited exposure to volatile market conditions.

    The company's risk profile is characterized by a medium liquidity risk and a low dilution risk. The key risk flag is the negative net cash position after subtracting total debt, which could impact the company's ability to meet long-term obligations. However, the low dilution risk indicates that the company is not expected to issue additional shares in the near term, preserving shareholder value.

    Recent events, as reflected in the company's financial filings, show a consistent performance with no major disruptions or significant changes in the business environment. The company's capital expenditures have been substantial, indicating ongoing investment in infrastructure and operations to support its transportation services.

    Key takeaways
    • The company has a strong return on equity (ROE) of 8.03%, indicating efficient use of shareholders' equity.
    • The company's debt-to-equity ratio of 1.46 suggests a moderate reliance on debt financing.
    • The company's free cash flow is relatively low at 5.76 billion JPY, which may limit its ability to reinvest in growth or return capital to shareholders.
    • The company's risk profile is characterized by a medium liquidity risk and a low dilution risk.
    • The company's revenue is concentrated in a single business segment, which could expose it to higher operational and market risks.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥1 349,80
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥734.75B
    Net cash
    -¥1.02T
    Current ratio
    1.7
    Debt / equity
    1.5
    ROA
    2.9%
    ROE
    8.0%
    Cash conversion
    227.0%
    CapEx / revenue
    -21.7%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    96,62
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    11
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-06 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate96,62
    Revenueno estimateno estimate433,7B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution11 analysts
    Strong buy2
    Buy1
    Hold6
    Sell2
    Strong sell0
    12-month price target¥1 669,00 · Median ¥1 600,00
    Low ¥1 380,00High ¥2 100,00
    EPS surprise
    +5,2 %
    reported vs consensus · beat
    Revenue surprise
    −2,6 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥1 380,00
    Mean¥1 669,00
    Median¥1 600,00
    High¥2 100,00
    Spot¥1 349,80
    +23.6 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin22,8 %Best in class
    Net Margin14,0 %Above P75
    ROE8,0 %Above median
    Capex / Rev-21,7 %Bottom quartile
    D/E1,46Below median
    Cash Conv2,27Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • 9023.T Market data — financials · 2026-05-27
    • Tokyo Metro Co Ltd Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    9023.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage