Yamato Holdings runs Japan's largest parcel delivery network under the Kuroneko Yamato brand, alongside its Yamato Transport and logistics services for e-commerce shippers and business clients. Its moat is scale and density: a nationwide last-mile footprint that rivals struggle to replicate, which matters more as Japanese e-commerce volumes keep rising. The near-term catalyst is the sector's push to lift pricing and margins after years of underpriced service, with the 2024 driver shortage and overtime cap forcing carriers to pass costs through. The numbers are weak on the surface: operating margin is -1.1%, gross margin 4.8%, ROE 2.3%, and revenue growth only 1.4%, so the case rests on the company converting that pricing and efficiency push into profit. A trailing P/E of 49.8 against a forward P/E of 19.1 says the market expects earnings to recover sharply, and that expectation is the thing to test before anything else.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | ¥2060 | first publication | ¥2070 |
Answered from Yamato Holdings Co., Ltd. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 9064.T Yamato Holdings Co., Ltd. | ¥2050.50 | - | - | 50.1x | 2.3% | 30 | 46 |
| RXO RXO Inc. Common Stock | $28.75 | - | - | - | -6.8% | 27 | 50 |
| SNDR Schneider National Inc. Common Stock | $30.35 | $28 | 9% above | 49.4x | 3.7% | 43 | 62 |
| ARCB ArcBest Corporation Common Stock | $127.01 | $92 | 38% above | 181.4x | 1.3% | 35 | 56 |
| MTL.TO Mullen Group Ltd. | C$28.76 | C$21 | 35% above | 26.1x | 9.6% | 51 | 73 |
| SAIA Saia Inc. Common Stock | $332.14 | $207 | 60% above | 32.1x | 10.8% | 59 | 58 |
| TFII TFI International Inc. Common Shares | $112.50 | $113 | 1% below | 28.3x | 12.4% | 52 | 61 |
Where 9064.T ranks against its sector peers on each metric.