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← CockpitCompetitor Analysis › 2730.T Edion CorporationOpen in the cockpit ↗

Edion Corporation2730.TCompetitor analysis, valuation and peers

Japan · JPY·Consumer Discretionary›Electronics/Appliance Stores

Japanese consumer-electronics retail chain formed from the merger of Deodeo and Eiden.

≈ A smaller, regional Best BuyMomentum strong 75
Mkt cap
$1.64B
US dollars, full cap
Free float
67%
of shares outstanding
$/day
$4.52M
20-day average traded
Fwd P/E
15.1×
forward earnings
ROIC−WACC
+2.7 pp
WACC 5.0%
Hurdle
-9 pp
Req g minus delivered
Next earnings
84 days
29 Jan 2027
Close · JPY¥2,484
1D-0.6%
1W+7.5%
1M+2.4%
3M+1.0%
6M+17.0%
YTD+17.2%
1Y+20.5%
ATR %2.5%
52w lowhigh8.0% off high

What Edion does

Japanese consumer-electronics retail chain formed from the merger of Deodeo and Eiden.

In one line: A smaller, regional Best Buy.

Products and services

  • Electronics/appliance retail stores

Customers

  • Household consumers

Where it sits in the supply chain

  • Consumer electronics retail
  • Big-box electronics stores

What could go right

  • Appliance replacement cycle

What could go wrong

  • E-commerce competition
  • Deflationary electronics pricing

Moat: narrow (distribution, scale). Regional store network scale in home appliances/electronics retail.

Headquarters: Hiroshima, Japan · Founded: 2002 · Employees: 9,148

Named competitors

Edion at a glance

Size Edion (2730.T) is a Japan Consumer Discretionary company (Electronics/Appliance Stores) with a market value of $1.64B, the 542nd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,484 on 6 Nov 2026.

Performance Over six months the shares gained 17.0%, against +3.9% for the median peer and +1.8% for the Japan market (cap-weighted) — 7th highest of 19 in its peer set.

Growth Revenue grew 4.5% over the last twelve months (peer median +10.6%); the operating margin is 4.0% (peer median 3.1%).

Valuation It trades at 15.1× forward earnings against a peer median of 17.7× (5th cheapest of 15).

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 +1%, so the hurdle is -9 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 2.7 points above its cost of capital (5.0% WACC).

Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).

Relative performance

10011012011 May 202611 Aug 20266 Nov 20262730.T 118Peer median 105
Six months, rebased to 100: Edion against the median of its 19 peers (local-currency closes).

Edion financials

Reported figures in JPY; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥812B¥794B¥768B¥721B¥721B
Revenue growth—+3%+7%0%—
Gross profit¥234B¥228B¥223B¥210B¥211B
EBITDA¥43.7B¥37.5B¥35.3B¥27.8B¥30.2B
Net income¥19.8B¥15.5B¥14.1B¥9.02B¥11.4B
Free cash flow¥35.9B¥20.4B¥21.4B-¥46.5B¥6.72B
Capital expenditure¥13.1B¥12.8B¥11.3B¥69.6B¥7.72B
Total debt¥59.8B¥70.3B¥81.8B¥91.2B¥46.0B

Quarterly statements and history in the cockpit →

Edion 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

-50%0%+50%+100%-20%0%+20%8282PUUILODDR002024PLBLFNAC7419RERE1280002519AVL983175138173MOZNEMIL2681JBH2730.T6-month return →1-month return →
Up and to the right = strong over both horizons. Edion is the large dot.

Fundamentals: revenue growth against valuation

0%+500%+1,000%+1,500%50×100×8282PUUILODDR002024RERE002519AVL983181732730.TRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Edion is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%+60%-25%0%25%50%8282PUUILODDR002024FNAC7419002519AVL98317513MOZNEMIL2730.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. Edion is the large dot.

Edion competitors and peer comparison

Head to head with its named competitors (2730.T vs 9831.T vs 7419.T vs 8282.T)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Edion 2730.T$1.64B+17%+4%4%15.1×-8.4%
Yamada 9831.T$3.90B+41%+7%1%12.8×20.7%
Nojima 7419.T$2.46B+8%+11%6%n/a-14.2%
K's 8282.T$1.64B-4%+5%4%10.0×-11.0%

How Edion 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.

Edion against its 19 peers (data as of 6 Nov 2026)
Measure2730.TPeer medianRank in peer set
1-month return+2.4%-3.2%8th highest of 20
6-month return+17.0%+3.9%7th highest of 19
Distance from 52-week high-8.0%-23.1%4th highest of 20
Revenue growth (TTM)+4.5%+10.6%4th lowest of 19
Operating margin4.0%3.1%10th highest of 20
Forward P/E15.1×17.7×5th cheapest of 15
Growth the price implies (Req g, 7 yrs)-8.4%-0.6%4th least demanding of 16
Growth delivered (Del g)+0.7%+4.4%8th lowest of 16
Hurdle (Req g minus delivered)-9.1 pp-3.1 pp6th least demanding of 16
ROIC minus cost of capital+2.7 pp+5.0 pp9th lowest of 19
EV / EBITDA7.1×9.8×5th cheapest of 12
Net debt / EBITDA1.1×1.6×7th least indebted of 16

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
Edion 2730.TJapan$1.64B+17%+4%4%15.1×-8.4%+0.7%
K's 8282.TJapan$1.64B-4%+5%4%10.0×-11.0%-0.8%
Puuilo PUUILO.HEFinland$1.76B+46%+15%18%22.5×-5.2%+13.1%
Dicker Data DDR.AXAustralia$1.78B+54%+12%6%22.4×9.9%+5.1%
Suning.com 002024.SZChina$1.48B-19%-34%-10%106.3×-3.0%-28.0%
Polibeli PLBLUnited States$1.96B-28%n/a-29%n/an/an/a
Fnac Darty FNAC.PAFrance$1.16B-1%+10%2%17.4×-0.6%+6.6%
Nojima 7419.TJapan$2.46B+8%+11%6%n/a-14.2%+13.4%
ATRenew Inc. Sponsored ADR REREUnited States$944M-7%+35%3%8.5×n/an/a
China Qidian Guofeng 1280.HKHong Kong$930M+113%-6%-30%n/an/an/a
Jiangsu Yinhe Electronics 002519.SZChina$852M-38%+1,594%-9%16.2×56.2%-18.2%
Aditya Vision AVL.NSIndia$714M-6%+28%7%40.4×33.5%+29.0%
Yamada 9831.TJapan$3.90B+41%+7%1%12.8×20.7%-0.7%
Kojima 7513.TJapan$675M+15%+5%3%n/a-9.8%0.0%
Joshin 8173.TJapan$674M+42%+9%2%31.8×-3.7%-0.6%
mobilezone MOZN.SWSwitzerland$659M-12%-37%6%15.1×1.4%-6.1%
Electronics Mart India EMIL.NSIndia$588M+19%+17%5%24.0×12.0%+17.5%
SS Retail SSRETAIL.NSIndia$501Mn/a+47%4%n/an/an/a
GEO 2681.TJapan$467M0%+16%3%9.9×-7.5%+7.9%
JB Hi-Fi JBH.AXAustralia$5.86B+8%+5%7%18.1×6.7%+4.4%

Questions

Who are Edion's main competitors?
Named competitors: Yamada Holding (9831.T), Nojima (7419.T), K's Holdings (8282.T). The cockpit's measured peer set (industry) also includes K's (8282.T), Puuilo (PUUILO.HE), Dicker Data (DDR.AX), Suning.com (002024.SZ), Polibeli (PLBL), Fnac Darty (FNAC.PA).
Is Edion expensive compared with its peers?
On forward p/e it trades at 15.1× against a peer median of 17.7×, 5th cheapest of 15 in its peer set. For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is -9 pp: the price already allows for a slowdown.
How has Edion stock performed?
Over six months to 6 Nov 2026 the shares returned +17.0% against +3.9% for the median peer; over one year +20.5%.

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.