Loading…
Employees: 559
Size Can Do (2698.T) is a Japan Consumer Staples company (Discount Stores) with a market value of $307M, the 1349th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥3,035 on 6 Nov 2026.
Performance Over six months the shares fell 4.3%, against +7.7% for the median peer and +1.8% for the Japan market (cap-weighted) — 4th lowest of 10 in its peer set.
Growth Revenue grew 4.0% over the last twelve months (peer median +2.9%); the operating margin is 1.4% (peer median 9.0%).
Valuation It trades at 69.5× forward earnings against a peer median of 15.2× (most expensive of 10).
Price implies For today's price to make sense, revenue must grow about 12% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +9 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 2.5 points above its cost of capital (5.0% WACC).
Next results Next results expected around 14 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥88.4B | ¥87.1B | ¥83.4B | ¥80.4B | ¥74.5B |
| Revenue growth | — | +4% | +4% | +8% | — |
| Gross profit | ¥32.6B | ¥32.2B | ¥30.5B | ¥28.5B | ¥26.8B |
| EBITDA | ¥2.47B | ¥2.80B | ¥1.99B | ¥1.33B | ¥1.63B |
| Net income | ¥201M | ¥446M | -¥163M | -¥1.17B | -¥274M |
| Free cash flow | n/a | ¥2.69B | ¥36.0M | -¥2.44B | -¥288M |
| Capital expenditure | n/a | ¥1.96B | ¥2.09B | ¥1.69B | ¥1.25B |
| Total debt | ¥3.91B | ¥3.52B | ¥3.90B | ¥3.80B | ¥809M |
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 | 2698.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -5.9% | +8.0% | lowest of 10 |
| 6-month return | -4.3% | +7.7% | 4th lowest of 10 |
| Distance from 52-week high | -17.5% | -14.2% | 4th lowest of 10 |
| Revenue growth (TTM) | +4.0% | +2.9% | 3rd highest of 10 |
| Operating margin | 1.4% | 9.0% | lowest of 10 |
| Forward P/E | 69.5× | 15.2× | most expensive of 10 |
| Growth the price implies (Req g, 7 yrs) | 12.4% | 0.1% | most demanding of 10 |
| Growth delivered (Del g) | +3.6% | +5.5% | 3rd lowest of 10 |
| Hurdle (Req g minus delivered) | +8.8 pp | -4.4 pp | most demanding of 10 |
| ROIC minus cost of capital | +2.5 pp | +2.3 pp | 5th highest of 10 |
| Net debt / EBITDA | 0.1× | 2.9× | least indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Can Do 2698.T | Japan | $307M | -4% | +4% | 1% | 69.5× | 12.4% | +3.6% |
| Europris EPR.OL | Norway | $1.44B | -9% | +3% | 9% | 15.2× | -4.3% | +13.2% |
| Carmila CARM.PA | France | $2.40B | -7% | -1% | 60% | 8.2× | 4.3% | +5.5% |
| Lagardere MMB.PA | France | $2.92B | +4% | +4% | 7% | 8.7× | -5.5% | +16.0% |
| B&M European Value Retail BME.L | United Kingdom | $3.79B | +71% | +4% | 8% | 12.9× | -0.6% | +3.8% |
| Avolta AVOL.SW | Switzerland | $8.03B | +8% | -1% | 7% | 13.8× | -1.6% | +40.3% |
| Five Below FIVE | United States | $13.2B | +8% | +26% | 15% | 23.7× | 8.1% | +19.4% |
| China Tourism Group Duty Free 601888.SS | China | $15.9B | -17% | -1% | 10% | 24.7× | 8.6% | +0.4% |
| Dollar Tree DLTR | United States | $24.6B | +39% | -8% | 11% | 19.1× | 0.1% | -5.3% |
| Dollar General DG | United States | $29.5B | +18% | +5% | 6% | 16.6× | 0.9% | +4.8% |