Loading…
← CockpitCompetitor Analysis › 1663.T K&O Energy Group, Inc.Open in the cockpit ↗

K&O Energy Group, Inc.1663.TCompetitor analysis, valuation and peers

Japan · JPY·Utilities›Gas Distributors
Momentum weak 22
Mkt cap
$585M
US dollars, full cap
Free float
38%
of shares outstanding
$/day
$2.29M
20-day average traded
Fwd P/E
19.6×
forward earnings
ROIC−WACC
+1.4 pp
WACC 7.9%
Hurdle
-18 pp
Req g minus delivered
Next earnings
7 days
13 Nov 2026
Close · JPY¥1,727
1D-4.9%
1W-8.2%
1M-10.0%
3M-4.3%
6M-27.7%
YTD-9.6%
1Y+5.0%
ATR %2.7%
52w lowhigh39.3% off high

What K&O Energy does

Employees: 691

K&O Energy at a glance

Size K&O Energy (1663.T) is a Japan Utilities company (Gas Distributors) with a market value of $585M, the 988th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,727 on 6 Nov 2026.

Performance Over six months the shares fell 27.7%, against -13.6% for the median peer and +1.8% for the Japan market (cap-weighted) — 2nd lowest of 20 in its peer set.

Growth Revenue fell 1.5% over the last twelve months (peer median +0.1%); the operating margin is 11.7% (peer median 7.8%).

Valuation It trades at 19.6× forward earnings against a peer median of 11.2× (2nd most expensive of 7).

Price implies For today's price to make sense, revenue must grow about -9% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -18 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 1.4 points above its cost of capital (7.9% WACC).

Next results Next results expected around 13 Nov 2026 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026Peer median 901663.T 73
Six months, rebased to 100: K&O Energy against the median of its 20 peers (local-currency closes).

K&O Energy financials

Reported figures in JPY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥90.8B¥91.4B¥92.4B¥96.3B¥106B
Revenue growth—-1%-4%-9%—
Gross profit¥22.1B¥19.8B¥18.3B¥18.0B¥15.4B
EBITDA¥17.1B¥16.9B¥14.7B¥15.3B¥12.8B
Net income¥7.35B¥8.38B¥6.17B¥6.46B¥4.77B
Free cash flown/a¥7.71B¥7.96B¥4.67B¥6.21B
Capital expendituren/a¥8.20B¥5.88B¥7.16B¥5.96B
Total debt¥3.25B¥877M¥913M¥926M¥953M

Quarterly statements and history in the cockpit →

K&O Energy competitor charts

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.

Performance: 6-month against 1-month return

-20%0%+20%-20%0%+20%60368930033295369543000096603706000407605368ASC953427340022599908CLNEYU00129936330005931663.T6-month return →1-month return →
Up and to the right = strong over both horizons. K&O Energy is the large dot.

Fundamentals: revenue growth against valuation

-10%0%+10%+20%+30%10×15×20×6036893003329543605368ASCYU1663.TRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. K&O Energy is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%6036893003329543603706000407ASC95340022599908CLNEYU00059389086030801663.TGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. K&O Energy is the large dot.

K&O Energy competitors and peer comparison

How K&O Energy compares with its peers

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.

K&O Energy against its 20 peers (data as of 6 Nov 2026)
Measure1663.TPeer medianRank in peer set
1-month return-10.0%-2.9%7th lowest of 20
6-month return-27.7%-13.6%2nd lowest of 20
Distance from 52-week high-39.3%-32.8%6th lowest of 20
Revenue growth (TTM)-1.5%+0.1%9th lowest of 21
Operating margin11.7%7.8%5th highest of 21
Forward P/E19.6×11.2×2nd most expensive of 7
Growth the price implies (Req g, 7 yrs)-8.6%0.0%4th least demanding of 16
Growth delivered (Del g)+9.3%+8.1%6th highest of 16
Hurdle (Req g minus delivered)-17.9 pp-4.0 pp5th least demanding of 16
ROIC minus cost of capital+1.4 pp+0.0 pp5th highest of 20
EV / EBITDA3.3×8.5×2nd cheapest of 12
Net debt / EBITDA-2.3×2.4×2nd least indebted of 13

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
K&O Energy 1663.TJapan$585M-28%-1%12%19.6×-8.6%+9.3%
Anhui Province Natural Gas Development 603689.SSChina$601M-10%-9%9%8.5×0.6%+1.4%
Top Resource Energy 300332.SZChina$556M-20%-3%0%22.4×12.9%+8.8%
Saibu Gas 9536.TJapan$630M+23%-6%5%n/an/an/a
Shizuoka Gas 9543.TJapan$631M-5%0%6%11.6×-9.0%+10.6%
Shenzhen Guangju Energy 000096.SZChina$634M-18%+4%4%n/an/an/a
Xinjiang East Universe (Group) Gas 603706.SSChina$521M-15%-14%20%n/a-11.7%+10.6%
Shandong Shengli 000407.SZChina$512M-20%0%7%n/a-3.1%-2.0%
Henan Lantian Gas 605368.SSChina$687M-18%-9%8%10.8×0.0%+2.7%
Ascopiave ASC.MIItaly$699M-8%+34%26%15.6×4.4%+8.3%
Hokkaido Gas 9534.TJapan$468M+3%+1%8%n/a-6.6%+8.1%
Sala 2734.TJapan$456M+9%+3%4%n/an/an/a
Sichuan Shengda Forestry Industry 002259.SZChina$447M-27%-1%10%n/a16.9%+0.9%
Great Taipei Gas 9908.TWTaiwan$435M-3%0%14%n/a-5.4%-1.0%
Clean Energy Fuels CLNEUnited States$421M-14%+4%-7%n/a17.0%+8.1%
Yu Group PLC YU..LUnited Kingdom$414M+3%+14%8%8.2×-9.4%+47.1%
Shaanxi Meineng Clean Energy 001299.SZChina$411M-19%-6%11%n/an/an/a
Zhongyu Energy 3633.HKHong Kong$896M-7%-7%6%n/an/an/a
Delong Composite Energy 000593.SZChina$896M-34%-24%6%n/a31.8%+3.7%
Shinhsiung Natural Gas 8908.TWTaiwan$382Mn/a+2%8%n/a2.4%+10.4%
Xinjiang Torch Gas 603080.SSChina$378M-19%+1%14%n/a-5.1%+19.3%

Questions

Which companies are K&O Energy's closest peers?
The cockpit's peer set: Anhui Province Natural Gas Development (603689.SS), Top Resource Energy (300332.SZ), Saibu Gas (9536.T), Shizuoka Gas (9543.T), Shenzhen Guangju Energy (000096.SZ), Xinjiang East Universe (Group) Gas (603706.SS), Shandong Shengli (000407.SZ), Henan Lantian Gas (605368.SS).
Is K&O Energy expensive compared with its peers?
On forward p/e it trades at 19.6× against a peer median of 11.2×, 2nd most expensive of 7 in its peer set. For today's price to make sense, revenue must grow about -9% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -18 pp: the price already allows for a slowdown.
How has K&O Energy stock performed?
Over six months to 6 Nov 2026 the shares returned -27.7% against -13.6% for the median peer; over one year +5.0%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.