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Employees: 4,097
Size Hokuto (1379.T) is a Japan Consumer Staples company (Agricultural Commodities/Milling) with a market value of $411M, the 1170th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,057 on 6 Nov 2026.
Performance Over six months the shares gained 12.5%, against -10.1% for the median peer and +1.8% for the Japan market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 3.5% over the last twelve months (peer median -1.0%); the operating margin is 8.4% (peer median 0.6%).
Valuation It trades at 12.4× forward earnings against a peer median of 13.6× (5th cheapest of 10).
Price implies For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is -11 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.4 points above its cost of capital (5.0% WACC).
Next results Next results expected around 13 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥86.7B | ¥85.9B | ¥83.1B | ¥79.4B | ¥73.0B |
| Revenue growth | — | +3% | +5% | +9% | — |
| Gross profit | ¥25.2B | ¥24.9B | ¥23.7B | ¥19.8B | ¥13.0B |
| EBITDA | ¥12.4B | ¥12.2B | ¥12.2B | ¥9.37B | ¥4.30B |
| Net income | ¥6.10B | ¥7.01B | ¥4.44B | ¥3.52B | -¥2.04B |
| Free cash flow | n/a | ¥5.90B | ¥10.6B | ¥6.16B | ¥3.10B |
| Capital expenditure | n/a | ¥4.92B | ¥1.66B | ¥2.22B | ¥1.58B |
| Total debt | ¥29.7B | ¥30.2B | ¥33.1B | ¥32.3B | ¥39.7B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 1379.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.3% | -4.5% | 4th highest of 21 |
| 6-month return | +12.5% | -10.1% | 7th highest of 21 |
| Distance from 52-week high | -5.7% | -29.7% | 2nd highest of 21 |
| Revenue growth (TTM) | +3.5% | -1.0% | 9th highest of 21 |
| Operating margin | 8.4% | 0.6% | 5th highest of 20 |
| Forward P/E | 12.4× | 13.6× | 5th cheapest of 10 |
| Growth the price implies (Req g, 7 yrs) | -7.8% | 15.7% | 2nd least demanding of 12 |
| Growth delivered (Del g) | +3.1% | +4.9% | 3rd lowest of 12 |
| Hurdle (Req g minus delivered) | -10.9 pp | +8.0 pp | 2nd least demanding of 12 |
| ROIC minus cost of capital | +2.4 pp | -5.4 pp | 3rd highest of 20 |
| EV / EBITDA | 5.5× | 11.1× | cheapest of 8 |
| Net debt / EBITDA | 0.3× | 4.2× | 5th least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Hokuto 1379.T | Japan | $411M | +13% | +4% | 8% | 12.4× | -7.8% | +3.1% |
| Xinjiang Tianshan Animal Husbandry Bio-engineering 300313.SZ | China | $411M | +32% | +187% | -4% | n/a | n/a | n/a |
| Shree Renuka Sugars RENUKA.NS | India | $410M | -36% | -10% | 4% | n/a | n/a | n/a |
| Dalmia Bharat Sugar & Industries DALMIASUG.NS | India | $409M | +23% | -5% | 7% | 9.6× | 15.7% | +7.7% |
| Vital Farms VITL | United States | $409M | +6% | +5% | -3% | n/a | n/a | n/a |
| Shanghai Xuerong Bio-Technology 300511.SZ | China | $408M | -46% | +29% | 4% | n/a | 0.6% | -1.9% |
| Zuming Bean Products 003030.SZ | China | $405M | -2% | +12% | -2% | 67.7× | n/a | n/a |
| Bannari Amman Sugars BANARISUG.NS | India | $423M | -13% | -8% | 6% | n/a | 26.7% | +4.9% |
| Xinjiang Sayram Modern Agriculture 600540.SS | China | $399M | -18% | -4% | n/a | n/a | n/a | n/a |
| Shenzhen Kingsino Technology 002548.SZ | China | $428M | -35% | -2% | -12% | 8.2× | 12.6% | +3.2% |
| Nippon Beet Sugar Manufacturing 2108.T | Japan | $391M | +24% | 0% | 1% | n/a | 40.4% | +4.6% |
| Tilray Brands TLRY.TO | Canada | $433M | -47% | +17% | -6% | n/a | n/a | n/a |
| Select Harvests SHV.AX | Australia | $390M | +13% | -6% | -6% | 9.6× | 27.3% | +16.3% |
| Ningxia Xiaoming Agriculture & Animal Husbandry 300967.SZ | China | $435M | -7% | -17% | -2% | n/a | 21.1% | +17.7% |
| MGP Ingredients CASK | United States | $380M | +3,438% | -16% | 11% | 10.3× | 2.4% | +6.3% |
| Raisio RAIKV.HE | Finland | $379M | -17% | 0% | 11% | 15.4× | -4.1% | -0.8% |
| Okamura Foods 2938.T | Japan | $377M | -3% | +21% | 9% | 22.9× | n/a | n/a |
| Chubu Shiryo 2053.T | Japan | $375M | +17% | +6% | 3% | n/a | -10.0% | +3.2% |
| Kaveri Seed KSCL.NS | India | $373M | -32% | -3% | 18% | 13.6× | n/a | n/a |
| Royal 002329.SZ | China | $467M | -15% | -2% | -25% | n/a | n/a | n/a |
| Shandong Minhe Animal Husbandry Co,.Ltd 002234.SZ | China | $362M | -20% | +5% | -4% | 16.4× | 30.3% | +5.2% |