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9101:TSENippon Yusen Kabushiki Kaisha Analysis

Data as of 2026-05-22 - not real-time

¥5,436.00

Latest Price

6/10Risk

Risk Level: Medium

Executive Summary

Valuation appears attractive – the stock trades at a trailing PE of 10.8 versus an industry average of 29.5 and a price‑to‑book of 0.72, both well below peers. The dividend yield of 3.64% with a payout ratio around 40% adds income appeal. However, the company carries a very high debt‑to‑equity ratio of 38.2 and free cash flow is modest, which tempers the upside.
Technical signals are mixed: price (5,436 JPY) sits below the 20‑day (5,597) and 50‑day (5,800) SMAs but above the 200‑day SMA (5,320), RSI is at 39.7 indicating slight oversold pressure, and the MACD is bearish with a negative histogram. Volume is increasing, and the nearest support sits at 5,262 JPY, while resistance is near 5,930 JPY.

Market Outlook

Short Term

< 1 year
Neutral
Model confidence: 6/10

Key Factors

  • Price near support at 5,262 JPY
  • Bearish MACD and modest RSI
  • High dividend yield providing cushion

Medium Term

1–3 years
Positive
Model confidence: 7/10

Key Factors

  • Significant valuation discount to industry (PE, PB)
  • Attractive dividend yield with sustainable payout
  • Potential recovery in global shipping demand

Long Term

> 3 years
Neutral
Model confidence: 6/10

Key Factors

  • Diversified logistics platform across multiple segments
  • Elevated leverage (Debt/Equity 38.2) limiting cash generation
  • Cyclical nature of marine shipping and regulatory pressures

Key Metrics & Analysis

Financial Health

Profit Margin8.74%
P/E Ratio10.8
ROE7.06%
ROA1.82%
Debt/Equity38.22
P/B Ratio0.7
Op. Cash Flow¥473.4B
Free Cash Flow¥7.9B
Industry P/E29.5

Technical Analysis

TrendNeutral
RSI39.7
Support¥5,262.00
Resistance¥5,930.00
MA 20¥5,597.35
MA 50¥5,799.82
MA 200¥5,319.60
MACDBearish
VolumeIncreasing
Fear & Greed Index91.5

Valuation

Target Price¥5,726.82
Upside/Downside5.35%
GradeUndervalued
TypeValue
Dividend Yield3.64%

Risk Assessment

Beta0.20
Volatility27.29%
Sector RiskMedium
Reg. RiskMedium
Geo RiskMedium
Currency RiskMedium
Liquidity RiskLow

This analysis may contain inaccuracies and is provided for informational and research purposes only. It is not personal investment advice, a recommendation, or an instruction to buy, sell, or hold any asset.