SBS Holdings, Inc. (2384.T)
Tokyo, JP
SBS Holdings, Inc. is a Tokyo, Japan-based enterprise that operates extensively in the logistics sector, both within Japan and internationally. The company facilitates product movement through diverse transportation methods, including truck and train networks. Its comprehensive logistics offerings encompass dry, chilled, and frozen storage, in addition to specialized services like customs clearance, freight forwarding, facility relocation, on-site logistics support, strategic consulting, and third-party logistics (3PL). Beyond its core logistics operations, SBS Holdings is active in various other business segments. It manages a real estate portfolio, which includes leasing office spaces, residential units, and warehouses, as well as developing and selling dedicated logistics centers. The firm also provides human resource solutions, such as temporary staffing, employment placement, and outsourcing warehouse labor. Furthermore, it engages in environmental services, covering the collection, transportation, processing, and recycling of general and industrial waste. Additional services include construction and operational agency, fulfillment, bulk purchasing of fuel and tires, and insurance agency activities. Established in 1987, the company underwent a name change from SBS Co., Ltd. to SBS Holdings, Inc. in April 2006.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +13.04% | +12.42% | +22.02% | +22.17% | +38.52% | +29.34% | +81.53% | +57.94% | +74.83% | +519.80% | +2,732.40% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Integrated Freight & Logistics: +6.5%+9.4% ★ Q1'26: +36.0% (vs Q1'25)
-
EPS growth Integrated Freight & Logistics: +7.1%+22.5% ★ Q1'26: +634.2% (vs Q1'25)
-
FCF margin FCF growth · Integrated Freight & Logistics: +60.0%+4.9% ★ Q1'26: +0.0% (vs Q1'25)
-
EBIT margin Integrated Freight & Logistics: +6.9%+4.3% Q1'26: +8.5% (vs Q1'25)
-
ROIC Integrated Freight & Logistics: +6.4%+6.7% ★ Q1'26: +18.4% (vs Q1'25)
-
Share dilution Integrated Freight & Logistics: +0.1%+0.0% Q1'26: +0.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Integrated Freight & Logistics: 0.95×3.08× Q1'26: 1.51× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 3 EPS Ana. |
Dec 2027 3 Rev. Ana. 3 EPS Ana. |
Dec 2028 3 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
158.00B
est: 168.49B (-6.2%)
|
149.05B
est: 146.40B (+1.8%)
|
152.87B
est: 150.16B (+1.8%)
|
203.52B
est: 200.00B (+1.8%)
|
255.55B
est: 255.50B (+0.0%)
|
257.19B
est: 258.46B (-0.5%)
|
403.49B
est: 400.23B (+0.8%)
|
455.48B
est: 456.75B (-0.3%)
|
431.91B
est: 430.98B (+0.2%)
|
448.15B
est: 443.17B (+1.1%)
|
490.34B
est: 487.46B (+0.6%)
|
563.55B
559.82B – 567.81B
+15.6% YoY
|
586.60B
581.52B – 589.14B
+4.1% YoY
|
609.13B
607.41B – 610.84B
+3.8% YoY
|
| EBITDA |
9.87B
est: 12.28B (-19.6%)
|
11.81B
est: 10.67B (+10.7%)
|
10.81B
est: 10.94B (-1.2%)
|
13.94B
est: 14.57B (-4.3%)
|
17.51B
est: 18.61B (-5.9%)
|
18.30B
est: 18.83B (-2.8%)
|
30.82B
est: 29.16B (+5.7%)
|
32.92B
est: 33.27B (-1.1%)
|
30.67B
est: 30.72B (-0.2%)
|
29.67B
est: 31.59B (-6.1%)
|
34.60B
est: 34.75B (-0.4%)
|
40.17B
39.91B – 40.48B
+15.6% YoY
|
41.82B
41.46B – 42.00B
+4.1% YoY
|
43.42B
43.30B – 43.55B
+3.8% YoY
|
| EBIT |
5.35B
est: 7.89B (-32.3%)
|
7.51B
est: 6.86B (+9.5%)
|
6.23B
est: 7.04B (-11.5%)
|
8.24B
est: 9.37B (-12.1%)
|
10.18B
est: 11.97B (-15.0%)
|
10.96B
est: 12.11B (-9.5%)
|
20.71B
est: 18.75B (+10.4%)
|
21.84B
est: 21.40B (+2.1%)
|
19.72B
est: 19.64B (+0.4%)
|
17.70B
est: 20.20B (-12.3%)
|
21.30B
est: 22.22B (-4.1%)
|
25.68B
25.51B – 25.88B
+15.6% YoY
|
26.73B
26.50B – 26.85B
+4.1% YoY
|
27.76B
27.68B – 27.84B
+3.8% YoY
|
| Net Income |
-3.82B
est: 4.43B (-186.1%)
|
5.11B
est: 4.70B (+8.9%)
|
4.45B
est: 3.97B (+12.1%)
|
4.41B
est: 4.00B (+10.2%)
|
6.08B
est: 5.60B (+8.6%)
|
6.83B
est: 6.54B (+4.4%)
|
10.79B
est: 11.12B (-3.0%)
|
11.73B
est: 9.20B (+27.5%)
|
10.06B
est: 8.33B (+20.8%)
|
9.62B
est: 9.69B (-0.7%)
|
11.78B
est: 11.47B (+2.7%)
|
13.23B
13.12B – 13.35B
+15.4% YoY
|
14.88B
14.78B – 14.98B
+12.5% YoY
|
16.47B
16.16B – 16.76B
+10.6% YoY
|
| SGA |
12.21B
est: 11.16B (+9.4%)
|
9.46B
est: 9.70B (-2.4%)
|
9.78B
est: 9.95B (-1.6%)
|
13.11B
est: 13.25B (-1.0%)
|
15.85B
est: 16.92B (-6.3%)
|
15.84B
est: 17.12B (-7.5%)
|
26.01B
est: 26.51B (-1.9%)
|
28.69B
est: 30.25B (-5.2%)
|
30.42B
est: 29.29B (+3.9%)
|
32.13B
est: 30.12B (+6.7%)
|
34.44B
est: 33.13B (+4.0%)
|
38.30B
38.05B – 38.59B
+15.6% YoY
|
39.87B
39.52B – 40.04B
+4.1% YoY
|
41.40B
41.28B – 41.52B
+3.8% YoY
|
| EPS |
-96.83
est: 111.54 (-186.8%)
|
128.68
est: 118.22 (+8.9%)
|
111.94
est: 99.87 (+12.1%)
|
111.01
est: 100.70 (+10.2%)
|
153.06
est: 141.00 (+8.6%)
|
171.86
est: 164.60 (+4.4%)
|
271.67
est: 279.98 (-3.0%)
|
295.39
est: 231.65 (+27.5%)
|
253.19
est: 209.63 (+20.8%)
|
242.19
est: 244.20 (-0.8%)
|
296.67
est: 288.35 (+2.9%)
|
333.60
330.28 – 336.16
+15.7% YoY
|
373.88
372.18 – 377.27
+12.1% YoY
|
416.10
406.83 – 421.99
+11.3% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-14 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-13 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-12 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-11 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 1/5 | 4/5 | 3/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | WisdomTree Japan SmallCap Dividend Fund DFJ | 0.06% | 216.1K | 0.58% |
| 2 | iShares International Developed Small Cap Value Factor ETF ISVL | 0.05% | 159.4K | 0.31% |
| 3 | iShares MSCI Japan Small Cap UCITS ETF IDJP.L | 0.03% | 187.4K | 0.58% |
| 4 | Avantis International Small Cap Value ETF AVDV | 0.03% | 5.41M | 0.36% |
| 5 | FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD | 0.03% | 165.6K | 0.41% |
| 6 | iShares MSCI Japan Small-Cap ETF SCJ | 0.02% | 61.9K | 0.50% |
| 7 | WisdomTree International Equity Fund DWM | 0.02% | 123.0K | 0.48% |
| 8 | Avantis Global Small Cap Value UCITS ETF AVGS.L | 0.02% | 185.9K | 0.39% |
| 9 | Schwab International Small-Cap Equity ETF SCHC | 0.02% | 866.3K | 0.06% |
| 10 | Avantis International Small Cap Equity ETF AVDS | 0.01% | 46.3K | 0.30% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Hirohiko Ueda | Executive Officer | — | — |
| Katsuhisa Wakamatsu | Executive Officer & Director | — | male |
| Kimihiro Sato | Executive Officer | — | — |
| Masahiko Kamata | Chief Executive Officer, Pres & Representative Director | — | male |
| Masato Taiji | Managing Executive Officer of HR, General Affairs & Logistics Quality Control and Director | — | male |
| Mitsugu Kakushi | Executive Officer | — | — |
| Natsuki Gomi | Chief Financial Officer, Operating Officer of IR, Public Relations, Finance & Accounting and Director | — | male |
| Ryo Akuzawa | Executive Officer | — | — |
| Shuichi Hoshi | Senior Managing Executive Officer & Director | — | male |
| Takashi Endo | Director | — | male |
| Tsunoda | Operating Officer | — | — |
| Yasuhito Tanaka | Managing Executive Officer, GM of Corporate Planning, Bus. Development & Legal Affairs & Director | — | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for 2384.T
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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