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Employees: 2,750
Size Cawachi (2664.T) is a Japan Consumer Staples company (Drugstore Chains) with a market value of $577M, the 993rd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥4,075 on 6 Nov 2026.
Performance Over six months the shares gained 36.7%, against -9.1% for the median peer and +1.8% for the Japan market (cap-weighted) — 2nd highest of 15 in its peer set.
Growth Revenue fell 0.9% over the last twelve months (peer median +7.5%); the operating margin is 2.3% (peer median 4.3%).
Valuation It trades at 0.2× enterprise value to sales against a peer median of 0.8× (cheapest of 15).
Price implies For today's price to make sense, revenue must grow about -6% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is -6 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.2 points above its cost of capital (5.0% WACC).
Next results Next results expected around 28 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥283B | ¥284B | ¥288B | ¥286B | ¥282B |
| Revenue growth | — | -1% | +1% | +1% | — |
| Gross profit | ¥65.1B | ¥60.9B | ¥62.3B | ¥61.5B | ¥59.7B |
| EBITDA | ¥11.0B | ¥11.2B | ¥11.9B | ¥11.9B | ¥10.9B |
| Net income | ¥2.99B | ¥3.20B | ¥4.88B | ¥4.71B | ¥4.18B |
| Free cash flow | n/a | ¥4.66B | ¥3.40B | ¥1.57B | ¥4.57B |
| Capital expenditure | n/a | ¥4.45B | ¥4.31B | ¥5.42B | ¥5.71B |
| Total debt | ¥15.0B | ¥16.1B | ¥16.6B | ¥16.7B | ¥19.5B |
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 | 2664.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +8.4% | -3.1% | 3rd highest of 15 |
| 6-month return | +36.7% | -9.1% | 2nd highest of 15 |
| Distance from 52-week high | -3.2% | -38.6% | highest of 15 |
| Revenue growth (TTM) | -0.9% | +7.5% | 3rd lowest of 15 |
| Operating margin | 2.3% | 4.3% | 5th lowest of 15 |
| EV / Sales | 0.2× | 0.8× | cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | -5.8% | -6.3% | 6th most demanding of 13 |
| Growth delivered (Del g) | 0.0% | +11.1% | lowest of 13 |
| Hurdle (Req g minus delivered) | -5.8 pp | -20.1 pp | 4th most demanding of 13 |
| ROIC minus cost of capital | +0.2 pp | +2.7 pp | 5th lowest of 15 |
| Net debt / EBITDA | -2.4× | 1.0× | 2nd least indebted of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Cawachi 2664.T | Japan | $577M | +37% | -1% | 2% | 0.2× | -5.8% | 0.0% |
| Qol 3034.T | Japan | $567M | +38% | +7% | 6% | 0.4× | -16.2% | +12.4% |
| Luyan Pharma 002788.SZ | China | $555M | -30% | +3% | 3% | 0.5× | 0.1% | +6.5% |
| Beijing Konruns Pharmaceutical 603590.SS | China | $617M | -28% | +4% | 20% | 4.2× | 11.6% | +2.7% |
| Genky DrugStores 9267.T | Japan | $723M | +3% | +8% | 5% | 0.6× | n/a | n/a |
| MedPlus Health Services MEDPLUS.NS | India | $769M | -31% | +21% | 4% | 1.1× | 18.5% | +17.6% |
| Anhui Huaren Health Pharmaceutical 301408.SZ | China | $829M | -35% | +15% | 8% | 1.2× | -6.0% | +23.3% |
| Landfar Bio-medicine 000504.SZ | China | $395M | -16% | +497% | -2% | 3.5× | n/a | n/a |
| Shu Yu Civilian Pharmacy 301017.SZ | China | $872M | +9% | +9% | 2% | 0.9× | 4.0% | +17.4% |
| Shanghai No. 1 Pharmacy 600833.SS | China | $314M | -24% | +1% | -1% | 0.9× | 20.4% | +6.1% |
| JZJ Chain Drugstore Corporation 605266.SS | China | $307M | -34% | -5% | 0% | 0.8× | -9.6% | +14.8% |
| Yixintang Pharmaceutical 002727.SZ | China | $1.18B | +6% | -2% | 3% | 0.5× | -15.9% | +6.5% |
| Ain 9627.T | Japan | $1.23B | -2% | +42% | 4% | 0.4× | -6.5% | +16.9% |
| Create SD 3148.T | Japan | $1.30B | -2% | +9% | 5% | 0.3× | -11.5% | +8.0% |
| LBX Pharmacy Chain Joint Stock 603883.SS | China | $1.69B | +7% | +3% | 5% | 0.8× | -10.9% | +9.7% |