Overview
Land Transportation

Sakai Moving Service Co.,Ltd.

Sakai Moving Service is one of Japan's leading household and corporate relocation companies, operating a nationwide network of branch offices across all prefectures under the well-known 'Panda' brand. The company provides moving and transportation services primarily to individual and corporate clients, complemented by ancillary businesses including electrical construction, cleaning services (house cleaning and related), and reuse/secondhand goods businesses. Its vertically integrated group structure encompasses logistics support, real estate leasing, and overseas moving operations in markets including the UK and France.

Market Cap
¥123B
US$786M
EV
¥89.6B
US$571M
Stock¥3,060▲+0.16%
US$1 = ¥156.80 (2026-10-23)
LTM EV/EBITDA
6.1
x
LTM EV/EBIT
7.0
x
LTM PER
13.7
x
LTM PBR
1.2
x
Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-15.4%pt
100
Oct 24, 25 – Oct 23, 26StockTOPIX
MC → EV Bridge
123BUS$786MMarket Cap3.15BUS$20.1M+ Debt29.6BUS$189M− Cash7.15BUS$45.6M− Inv. Sec.89.6BUS$571MEV
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Performance & Balance
Revenue 5Y (¥B)
104US$663M'22/3110US$699M'23/3117US$745M'24/3121US$772M'25/3125US$796M'26/3
EBITDA 5Y (¥B)
12.1US$77.0M'22/313.2US$83.9M'23/314.2US$90.5M'24/314.7US$94.0M'25/314.5US$92.2M'26/3
Net Income 5Y (¥B)
6.71US$42.8M'22/38.21US$52.4M'23/38.36US$53.3M'24/38.77US$55.9M'25/38.65US$55.2M'26/3
Capital Structure
97%
EquityD/E 0.03xDebt
Liquidity vs Debt 5Y (¥B)▲ Net Cash
CashInv. Sec.Debt
24.5US$156M5.07US$32.3M'22/329.0US$185M4.21US$26.9M'23/334.1US$217M4.95US$31.6M'24/336.2US$231M4.20US$26.8M'25/336.7US$234M3.61US$23.0M'26/3
Shareholders
Top 10 hold 66.0%
1
Aai Co., Ltd.
35.68%
2
BBH FOR FIDELITY LOW-PRICED STOCK FUND (Standing Proxy: MUFG Bank, Ltd.)
5.69%
3
Michitoshi TAJIMA
5.68%
4
Tetsuyasu TAJIMA
5.02%
5
The Master Trust Bank of Japan, Ltd. (Trust Account)
4.89%
6
Sakai Moving Service Co.,Ltd. Employee Stock Ownership Association
3.75%
7
STATE STREET BANK AND TRUST CLIENT OMNIBUS ACCOUNT OM02 505002 (Standing Proxy: Mizuho Bank, Ltd.)
1.60%
8
Custody Bank of Japan, Ltd. (Trust Account)
1.59%
9
BBH FOR FIDELITY TRUST EMPLOYEE BENEFIT PLANS LOW PRICED STOCK POOL (Standing Proxy: MUFG Bank, Ltd.)
1.09%
10
SMBC Nikko Securities Inc.
1.02%
Management
9 officers
Tetsuyasu TAJIMA
Representative Director, President
Apr 1991 Joined the Company Jun 1993 Director of the Company Oct 2000 Managing Director of the Company Jun 2001 Deputy General Manager, Business Division of the Company Aug 2001 General Manager, Kyushu Block of the Company Jun 2011 Director and Executive Vice President of the Company Representative Director, President of the Company (current)
1966-10-24
Michitoshi TAJIMA
Senior Managing Director
Feb 1992 Joined the Company Jan 1998 Block Chief, Chubu-Tokai Block of the Company Jun 2001 Director of the Company Jun 2003 General Manager, Chubu-Tokai Division of the Company (currently General Manager, Central Japan Division) Jun 2023 Managing Director of the Company Senior Managing Director of the Company (current)
1972-02-05
Mikio YAMANO
Senior Managing Director
Apr 1995 Joined the Company May 2003 General Manager, General Affairs Department of the Company Jun 2011 Director of the Company Jun 2023 Managing Director of the Company Senior Managing Director of the Company (current)
1970-06-02
Kenichi IIZUKA
Director
Jun 1995 Joined the Company Jan 2004 Deputy Block Chief, East Kanto C and Branch Manager, Omiya-Kita Branch of the Company Jun 2005 Deputy General Manager, East Japan Division of the Company Jun 2005 Director of the Company (current)
1967-01-20
Fumiko OTA
Director (Full-time Audit and Supervisory Committee Member)
Oct 1987 Joined the Company Jan 2021 Deputy General Manager, West Japan Division of the Company Jan 2022 Apr 2022 Jun 2024 Executive Officer of the Company General Manager, Diversity Promotion Office of the Company Director (Full-time Audit and Supervisory Committee Member) of the Company (current)
1961-10-03
Kazuhisa TANAKA
Director
Apr 2016 Advisor, Hanshin Electric Railway Co., Ltd. Apr 2016 Representative Director and Chairman, Hanshin Contents Link Co., Ltd. Mar 2020 Outside Director, Tokyo Star Bank, Ltd. Jun 2020 Director, Clear Water Osaka Co., Ltd. (current) Jun 2020 Outside Director of the Company (current)
1955-08-08
Tomoko NAGANO
Director
Apr 1999 Registered with Osaka Bar Association; joined Kitahama Law Office Mar 2005 Left Kitahama Law Office Apr 2005 Jun 2015 Jun 2016 Jun 2026 Opened Chisei Law & Accounting Office (current) Outside Audit & Supervisory Board Member of the Company Outside Director (Audit and Supervisory Committee Member) of the Company Outside Director of the Company (current)
1969-03-20
Masaya TAKAHASHI
Director (Audit and Supervisory Committee Member)
Oct 2003 Joined Shin Nihon & Co. (currently EY ShinNihon LLC) Jul 2007 Registered as Certified Public Accountant Dec 2010 Left Shin Nihon & Co. Feb 2011 Joined GTM Research Co., Ltd. Nov 2012 Opened Masaya Takahashi Certified Public Accountant Office (current) Jun 2020 Dec 2021 Outside Director (Audit and Supervisory Committee Member) of the Company (current) Representative Partner, Shingetsu LLC (current)
1979-02-28
Miki YAMAURA
Director (Audit and Supervisory Committee Member)
Oct 2003 Registered with Osaka Bar Association; joined Kitahama Law Office Dec 2013 Left Kitahama Law Office Jan 2014 Sep 2024 Jun 2026 Joined Hatoya, Betsujo & Yamaura Law Office (current) Auditor, Osaka University (National University Corporation) (current) Outside Director (Audit and Supervisory Committee Member) of the Company (current)
1978-01-12
Large Shareholding Reports
FMR LLC
2026-06-22
—
Fidelity Management & Research Company LLC
2026-06-22
7.78%→8.17%
Fidelity Management & Research Company LLC
2026-06-22
8.17%→8.75%
FMR LLC
2026-06-22
—
Disclosures
No disclosures
Primary Source Filings
TDnet
2026-08-10
Q1 Earnings Flash
FY ending Mar 2027
EDINET
2026-06-22
Large Shareholding Report
EDINETAmended
2026-06-22
Change Report
EDINET
2026-06-22
Large Shareholding Report
EDINETAmended
2026-06-22
Change Report
EDINET
2026-06-19
Annual Securities Report
Period: Apr 2025 – Mar 2026
TDnet
2026-02-10
Q3 Earnings Flash
FY ending Mar 2026
EDINET
2025-11-10
Semi-Annual Securities Report
Period: Apr 2025 – Mar 2026
TDnet
2025-08-08
Q1 Earnings Flash
FY ending Mar 2026
EDINET
2025-06-20
Annual Securities Report
Period: Apr 2024 – Mar 2025
TDnet
2025-02-10
Q3 Earnings Flash
FY ending Mar 2025
EDINET
2024-11-11
Semi-Annual Securities Report
Period: Apr 2024 – Mar 2025
TDnet
2024-08-09
Q1 Earnings Flash
FY ending Mar 2025
EDINET
2024-06-17
Annual Securities Report
Period: Apr 2023 – Mar 2024
EDINET
2024-02-13
Quarterly Securities Report
Period: Oct 2023 – Dec 2023
EDINET
2023-11-10
Quarterly Securities Report
Period: Jul 2023 – Sep 2023
EDINET
2023-08-10
Quarterly Securities Report
Period: Apr 2023 – Jun 2023
EDINET
2023-06-19
Annual Securities Report
Period: Apr 2022 – Mar 2023
EDINET
2023-02-10
Quarterly Securities Report
Period: Oct 2022 – Dec 2022
EDINET
2022-11-10
Quarterly Securities Report
EDINET
2022-08-10
Quarterly Securities Report
EDINET
2022-06-20
Annual Securities Report
EDINET
2022-02-10
Quarterly Securities Report
EDINET
2021-11-10
Quarterly Securities Report
EDINET
2021-08-10
Quarterly Securities Report
EDINET
2021-06-21
Annual Securities Report
EDINET
2021-02-10
Quarterly Securities Report
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