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Employees: 7,249
Size GEO (2681.T) is a Japan Consumer Discretionary company (Electronics/Appliance Stores) with a market value of $467M, the 1113th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,850 on 6 Nov 2026.
Performance Over six months the shares fell 0.5%, against +6.8% for the median peer and +1.8% for the Japan market (cap-weighted) — 8th highest of 15 in its peer set.
Growth Revenue grew 16.2% over the last twelve months (peer median +9.6%); the operating margin is 3.1% (peer median 3.4%).
Valuation It trades at 9.9× forward earnings against a peer median of 19.9× (2nd cheapest of 13).
Price implies For today's price to make sense, revenue must grow about -7% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -15 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.7 points above its cost of capital (5.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥502B | ¥481B | ¥428B | ¥434B | ¥377B |
| Revenue growth | — | +13% | -1% | +15% | — |
| Gross profit | ¥197B | ¥189B | ¥171B | ¥160B | ¥142B |
| EBITDA | ¥26.3B | ¥24.8B | ¥20.6B | ¥25.5B | ¥18.9B |
| Net income | ¥9.49B | ¥8.74B | ¥4.54B | ¥10.9B | ¥5.68B |
| Free cash flow | n/a | ¥6.34B | -¥3.11B | ¥2.15B | -¥2.20B |
| Capital expenditure | n/a | ¥15.9B | ¥13.4B | ¥9.14B | ¥7.67B |
| Total debt | ¥150B | ¥148B | ¥120B | ¥100B | ¥81.1B |
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 | 2681.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -16.2% | -4.4% | 3rd lowest of 17 |
| 6-month return | -0.5% | +6.8% | 8th highest of 15 |
| Distance from 52-week high | -25.5% | -22.2% | 8th lowest of 17 |
| Revenue growth (TTM) | +16.2% | +9.6% | 6th highest of 17 |
| Operating margin | 3.1% | 3.4% | 9th highest of 17 |
| Forward P/E | 9.9× | 19.9× | 2nd cheapest of 13 |
| Growth the price implies (Req g, 7 yrs) | -7.5% | -1.8% | 4th least demanding of 13 |
| Growth delivered (Del g) | +7.9% | +0.3% | 4th highest of 13 |
| Hurdle (Req g minus delivered) | -15.4 pp | -4.4 pp | 2nd least demanding of 13 |
| ROIC minus cost of capital | +1.7 pp | +3.3 pp | 7th lowest of 16 |
| EV / EBITDA | 5.1× | 13.7× | 2nd cheapest of 10 |
| Net debt / EBITDA | 2.3× | 1.4× | 4th most indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| GEO 2681.T | Japan | $467M | 0% | +16% | 3% | 9.9× | -7.5% | +7.9% |
| SS Retail SSRETAIL.NS | India | $501M | n/a | +47% | 4% | n/a | n/a | n/a |
| QVC QVCG | United States | $377M | n/a | -8% | 2% | n/a | n/a | n/a |
| Electronics Mart India EMIL.NS | India | $588M | +19% | +17% | 5% | 24.0× | 12.0% | +17.5% |
| mobilezone MOZN.SW | Switzerland | $659M | -12% | -37% | 6% | 15.1× | 1.4% | -6.1% |
| Joshin 8173.T | Japan | $674M | +42% | +9% | 2% | 31.8× | -3.7% | -0.6% |
| Kojima 7513.T | Japan | $675M | +15% | +5% | 3% | n/a | -9.8% | 0.0% |
| Aditya Vision AVL.NS | India | $714M | -6% | +28% | 7% | 40.4× | 33.5% | +29.0% |
| Jiangsu Yinhe Electronics 002519.SZ | China | $852M | -38% | +1,594% | -9% | 16.2× | 56.2% | -18.2% |
| China Qidian Guofeng 1280.HK | Hong Kong | $930M | +113% | -6% | -30% | n/a | n/a | n/a |
| ATRenew Inc. Sponsored ADR RERE | United States | $944M | -7% | +35% | 3% | 8.5× | n/a | n/a |
| Fnac Darty FNAC.PA | France | $1.16B | -1% | +10% | 2% | 17.4× | -0.6% | +6.6% |
| Suning.com 002024.SZ | China | $1.48B | -19% | -34% | -10% | 106.3× | -3.0% | -28.0% |
| K's 8282.T | Japan | $1.64B | -4% | +5% | 4% | 10.0× | -11.0% | -0.8% |
| Edion 2730.T | Japan | $1.64B | +17% | +4% | 4% | 15.1× | -8.4% | +0.7% |
| Puuilo PUUILO.HE | Finland | $1.76B | +46% | +15% | 18% | 22.5× | -5.2% | +13.1% |
| Dicker Data DDR.AX | Australia | $1.78B | +54% | +12% | 6% | 22.4× | 9.9% | +5.1% |