YAMATO HOLDINGS CO LTD chart

Last update: 2021-02-19
Key statistics and financials
Revenue per share 4,879.44
Dividend & Yield46.00¥ (2.07%)
Beta 0.47
Market capitalization 778.81B
Operating cash flow N/A
ESG Scores 23.1

Company description

Yamato Holdings Co., Ltd. provides delivery, logistics, home convenience, e-business, financial, auto works, and other related services in Japan, North America, and internationally. The company's Delivery segment offers small parcel delivery services, such as door-to-door parcel delivery and posting services. Its BIZ-Logistics segment provides intercompany logistics services to B2B supply-chain management market. The company's Home Convenience segment offers lifestyle support services, including moving and household effects delivery services. Its e-Business segment provides information services comprising ASP services and information systems development for business markets. The company's Financial segment offers settlement and collection services to customers and business customers. Its Autoworks segment provides vehicle maintenance and fuel supply services for transport companies. The company was founded in 1919 and is headquartered in Tokyo, Japan.

Sector: Industrials - Industry: Trucking

Financial data

Financial Statements

Cashflow Statement 2019-03-31 2020-03-31 2021-03-31 2022-03-31
Change To Liabilities 3.77B -11.77B 10.03B 11.54B
Total Cashflows From Investing Activities -54.87B -49.94B 44.08B -58.94B
Net Borrowings -56.94B 9.2B -65.5B -19B
Total Cash From Financing Activities -70.95B -22.37B -123.25B -54.46B
Change To Operating Activities 11.13B 14.1B 20.22B -7.2B
Issuance Of Stock
Net Income 25.68B 22.32B 56.7B 55.96B
Change In Cash -8.21B 2.01B 44.62B -60.68B
Effect Of Exchange Rate -486M -109M -129M 701M
Total Cash From Operating Activities 118.09B 74.43B 123.92B 52.02B
Depreciation 51.36B 55.1B 48.9B 35.57B
Change To Account Receivables 3.22B 4.48B -24.97B -13.43B
Other Cashflows From Financing Activities -2.97B -4.45B -6.09B -5.73B
Change To Netincome -3.35B -31.36B -23.53B -55.65B
Capital Expenditures -48.06B -54.85B -32.07B -40.78B

Income Statement 2019-03-31 2020-03-31 2021-03-31 2022-03-31
Research Development
Income Before Tax 52.26B 44.58B 91.76B 81.04B
Net Income 25.68B 22.32B 56.7B 55.96B
Selling General Administrative 40.89B 47B 51.17B 48.86B
Gross Profit 111.33B 104.04B 157.34B 139.53B
Ebit 58.35B 44.7B 92.12B 77.2B
Operating Income 58.35B 44.7B 92.12B 77.2B
Interest Expense -275M -422M -741M -785M
Income Tax Expense 26.31B 21.68B 34.83B 23.97B
Total Revenue 1.63T 1.63T 1.7T 1.79T
Cost Of Revenue 1.51T 1.53T 1.54T 1.65T
Total Other Income ExpenseNet -6.09B -122M -365M 3.84B
Net Income From Continuing Ops 25.95B 22.9B 56.93B 57.07B
Net Income Applicable To Common Shares 25.68B 22.32B 56.7B 55.96B

Balance Sheet Statement 2019-03-31 2020-03-31 2021-03-31 2022-03-31
Total Liabilities 550.27B 537.9B 505.7B 488.62B
Total Stockholder Equity 565.84B 555.17B 576.37B 590.54B
Other Current Liabilities 152.05B 136.79B 156.28B 128.67B
Total Assets 1.12T 1.1T 1.09T 1.09T
Common Stock 127.23B 127.23B 127.23B 127.23B
Other Current Assets 33.03B 28.93B 27.51B 30.46B
Retained Earnings 431.5B 441.75B 431.57B 464.49B
Treasury Stock -29.7B -50.62B -19.25B -38B
Cash 195.95B 197.23B 241.52B 182.64B
Total Current Liabilities 410.42B 408.81B 389.37B 352.81B
Other Stockholder Equity 9.38B 4.15B 20.3B 11.55B
Property, Plant, and Equipment 428.92B 423.83B 406.31B 429.88B
Total Current Assets 550.26B 542.88B 528.38B 480.84B
Net Tangible Assets 545.22B 534.21B 546.81B 544.9B
Net Receivables 318.02B 312.51B 257.07B 265.52B
Accounts Payable 158.94B 147.08B 153.86B 165.35B


Insider Transactions

Here are the insider transactions of stock shares related to YAMATO HOLDINGS CO LTD:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to YAMATO HOLDINGS CO LTD. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on YAMATO HOLDINGS CO LTD

Here is the result of two systematic investment strategies applied to YAMATO HOLDINGS CO LTD. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on YAMATO HOLDINGS CO LTD

The following chart shows the equity curve of the two systematic investment strategies applied to YAMATO HOLDINGS CO LTD:

YAMATO HOLDINGS CO LTD automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 4.11% on the backtest period.

Performance at glance

Performance

4.11 %

Latent gain

566.5 ¥

Invested capital

13768.5 ¥

Annualized return

0.98 %
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Momentum strategy results on YAMATO HOLDINGS CO LTD

This is the result of two momentum investment strategies applied to YAMATO HOLDINGS CO LTD. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on YAMATO HOLDINGS CO LTD

The following chart shows all the entries opened by the momentum investment system on YAMATO HOLDINGS CO LTD:

YAMATO HOLDINGS CO LTD momentum entries
  • The first momentum investment strategy would give 24.61% of return on YAMATO HOLDINGS CO LTD. That represents 2265.0¥ of latent gain with 9203.0¥ of employed capital.
  • The second momentum investment strategy would give 27.8% of return on YAMATO HOLDINGS CO LTD. That represents 2494.5¥ of latent gain with 8973.5¥ of employed capital.
Performance at glance (1Q Momentum)

Performance

24.61 %

Latent gain

2265.0 ¥

Invested capital

9203.0 ¥

Annualized return

28.28 %
Performance at glance (2Q Momentum)

Performance

27.8 %

Latent gain

2494.5 ¥

Invested capital

8973.5 ¥

Annualized return

7.47 %

Momentum equity curve on YAMATO HOLDINGS CO LTD

The following chart shows the equity curve of the two momentum strategies applied to YAMATO HOLDINGS CO LTD:

YAMATO HOLDINGS CO LTD momentum equity

Note: the dividends potentially given by YAMATO HOLDINGS CO LTD are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on YAMATO HOLDINGS CO LTD

The following chart shows the employed capital evolution of the two momentum strategies on YAMATO HOLDINGS CO LTD since the beginning:

YAMATO HOLDINGS CO LTD

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250¥, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000¥.


Buy the dip strategy result on YAMATO HOLDINGS CO LTD

Buy the dip entry openings on YAMATO HOLDINGS CO LTD

YAMATO HOLDINGS CO LTD

The performance achieved by the robo-advisor on YAMATO HOLDINGS CO LTD is 62.22%. That represents 5498.5$ of latent gain with 8836.5¥ of employed capital. The following chart shows YAMATO HOLDINGS CO LTD stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of YAMATO HOLDINGS CO LTD, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

62.22 %

Latent gain

5498.5 ¥

Invested capital

8836.5 ¥

Annualized return

28.28 %

Equity curve of the strategy applied to YAMATO HOLDINGS CO LTD

The following chart shows the result of the investment strategy applied to YAMATO HOLDINGS CO LTD:

YAMATO HOLDINGS CO LTD

Note: the dividends potentially given by YAMATO HOLDINGS CO LTD are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on YAMATO HOLDINGS CO LTD

The following chart shows the employed capital evolution since the beginning of the investment strategy on YAMATO HOLDINGS CO LTD:

YAMATO HOLDINGS CO LTD

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on YAMATO HOLDINGS CO LTD

In this section, I will compare the three previous investment strategies applied to YAMATO HOLDINGS CO LTD.

Equity curve comparison on YAMATO HOLDINGS CO LTD

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

YAMATO HOLDINGS CO LTD investment strategy comparison

Employed capital comparison on YAMATO HOLDINGS CO LTD

YAMATO HOLDINGS CO LTD investment comparison

Performance comparison on YAMATO HOLDINGS CO LTD

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 4.11% 566.5¥ 13768.5¥ 0.98%
Momentum 1 quarter 24.61% 2265.0¥ 9203.0¥ 6.21%
Momentum 2 quarters 27.8% 2494.5¥ 8973.5¥ 7.47%
Non-directional 62.22% 5498.5¥ 8836.5¥ 28.28%
Annualized return comparison

Automatic investment

0.98 %

Momentum 1Q

7.47 %

Momentum 2Q

7.47 %

Non-directional

28.28 %

Correlated stocks

Here are the most positively and negatively correlated stocks with YAMATO HOLDINGS CO LTD:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between YAMATO HOLDINGS CO LTD and the other stocks. There may be false positives or some missing correlated stocks. If the price of YAMATO HOLDINGS CO LTD does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name YAMATO HOLDINGS CO LTD
Country Japan
City Tokyo
Address 16-10, Ginza 2-chome
Phone 81 3 3541 4141
Website www.yamato-hd.co.jp
FullTime employees 220000
Industry Trucking
Sector Industrials
Exchange XTKS
Ticker 9064.XTKS
Market www.jpx.co.jp

YAMATO HOLDINGS CO LTD ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 5.1
Peer Environment Performance 8.2802380952381
Environment Percentile unknown
Palm Oil no
Nuclear no
Fur Leather no
GMO no
Coal no
Pesticides no
Animal Testing no

Social scores

Social ESG Factors Scores
Social Score 11.4
Peer Social Performance 10.26119047619
Social Percentile unknown
Highest Controversy 2
Peer Highest Controversy Performance 1.6
Adult no
Gambling no
Alcoholic no
Tobacco no
Catholic no
Controversial Weapons no
Small Arms no
Military Contract no
Peer Count yes

Related Controversy: Employee Incidents


Governance scores

Governance ESG Factors Scores
Governance Score 6.6
Peer Governance Performance 5.2828571428571
Governance Percentile unknown

ESG at glance
Total ESG Scores: 23.1
Environment Score: 5.1
Social Score: 11.4
Governance Score: 6.6

ESG Performance: AVG_PERF

Peer Group: Transportation

Peer Esg Score Performance: 24.086222222222

Rating Year: 2022

Rating Month: 8

Max Age: 86400

Percentile: 37