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Employees: 3,008
Size Arata (2733.T) is a Japan Health Care company (Medical Distributors) with a market value of $552M, the 1013th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,598 on 6 Nov 2026.
Performance Over six months the shares fell 6.7%, against -5.6% for the median peer and +1.8% for the Japan market (cap-weighted) — 10th lowest of 21 in its peer set.
Growth Revenue grew 2.6% over the last twelve months (peer median +2.1%); the operating margin is 1.2% (peer median 1.3%).
Valuation It trades at 11.9× forward earnings against a peer median of 16.6× (4th cheapest of 9).
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 +4%, so the hurdle is -11 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.4 points above its cost of capital (5.0% WACC).
Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥1.02T | ¥1.00T | ¥986B | ¥944B | ¥892B |
| Revenue growth | — | +2% | +4% | +6% | — |
| Gross profit | ¥98.1B | ¥97.3B | ¥96.2B | ¥92.4B | ¥86.8B |
| EBITDA | ¥17.3B | ¥18.1B | ¥19.8B | ¥19.1B | ¥17.4B |
| Net income | ¥9.38B | ¥10.1B | ¥10.4B | ¥10.3B | ¥8.22B |
| Free cash flow | n/a | ¥13.0B | ¥5.14B | ¥10.5B | ¥8.61B |
| Capital expenditure | n/a | ¥8.53B | ¥6.16B | ¥5.61B | ¥4.33B |
| Total debt | ¥58.5B | ¥53.7B | ¥36.0B | ¥38.4B | ¥43.3B |
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 | 2733.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +4.0% | -1.8% | 6th highest of 21 |
| 6-month return | -6.7% | -5.6% | 10th lowest of 21 |
| Distance from 52-week high | -17.9% | -27.2% | 8th highest of 21 |
| Revenue growth (TTM) | +2.6% | +2.1% | 10th highest of 21 |
| Operating margin | 1.2% | 1.3% | 11th highest of 21 |
| Forward P/E | 11.9× | 16.6× | 4th cheapest of 9 |
| Growth the price implies (Req g, 7 yrs) | -7.1% | 4.0% | 2nd least demanding of 15 |
| Growth delivered (Del g) | +3.8% | +5.8% | 6th lowest of 15 |
| Hurdle (Req g minus delivered) | -10.9 pp | -2.9 pp | 4th least demanding of 15 |
| ROIC minus cost of capital | +0.4 pp | -2.4 pp | 7th highest of 20 |
| Net debt / EBITDA | 1.9× | 0.5× | 2nd most indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Arata 2733.T | Japan | $552M | -7% | +3% | 1% | 11.9× | -7.1% | +3.8% |
| GKHT Medical Technology 301370.SZ | China | $569M | -22% | -11% | 1% | n/a | 14.4% | +7.5% |
| Shanghai Lily & Beauty Cosmetics 605136.SS | China | $517M | -21% | +10% | 0% | n/a | 12.2% | -18.1% |
| Thalys Medical Technology 603716.SS | China | $501M | -29% | -41% | -17% | n/a | n/a | n/a |
| Shanghai New World 600628.SS | China | $623M | -11% | -2% | 6% | n/a | 0.3% | +1.0% |
| Shenzhen Neptunus Bioengineering 000078.SZ | China | $475M | -60% | -22% | -1% | n/a | 59.0% | -7.8% |
| Vital KSK 3151.T | Japan | $428M | +7% | +2% | 1% | n/a | 0.4% | +2.6% |
| Excelsior Medical 4104.TW | Taiwan | $409M | +1% | +6% | 8% | n/a | 2.9% | +5.7% |
| Gongwin Biopharm 6617.TWO | Taiwan | $388M | +50% | +22% | -571% | n/a | n/a | n/a |
| Shanghai Universal Biotech 301166.SZ | China | $376M | -6% | +15% | -4% | 28.2× | n/a | n/a |
| Neuca NEU.WA | Poland | $817M | -1% | +8% | 2% | 15.3× | 5.0% | +8.1% |
| Entero Healthcare Solutions ENTERO.NS | India | $875M | +50% | +32% | 4% | 46.5× | 21.8% | +29.9% |
| Shanghai Haohai Biological Technology 6826.HK | Hong Kong | $926M | -27% | -5% | -2% | 7.9× | 17.2% | +12.4% |
| Rongfeng 000668.SZ | China | $327M | -5% | +61% | 14% | n/a | 11.4% | +30.0% |
| Medios ILM1.DE | Germany | $324M | -9% | +10% | 2% | 9.8× | -1.3% | +27.1% |
| Goodwill E-Health Info 688246.SS | China | $323M | -25% | -30% | -68% | n/a | n/a | n/a |
| Nagaileben 7447.T | Japan | $319M | -1% | +1% | 22% | 18.0× | n/a | n/a |
| Guangxi LiuYao 603368.SS | China | $994M | +2% | +2% | 5% | 9.9× | -9.5% | +6.0% |
| Shanghai Pioneer 1345.HK | Hong Kong | $300M | -18% | -6% | 11% | n/a | -6.7% | -1.4% |
| Arjo ARJO-B.ST | Sweden | $1.02B | +48% | 0% | 8% | 21.3× | -1.3% | +3.9% |
| DocMorris DOCM.SW | Switzerland | $1.02B | +136% | +11% | -8% | n/a | n/a | n/a |