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← CockpitCompetitor Analysis › 2767.T Tsuburaya Fields Holdings Inc.Open in the cockpit ↗

Tsuburaya Fields Holdings Inc.2767.TCompetitor analysis, valuation and peers

Japan · JPY·Industrials›Industrial Conglomerates

Holding company combining Tsuburaya Productions, creator of the Ultraman franchise, with an agriculture/food business.

≈ A content-IP licensor combined with an unrelated agribusinessMomentum leader 94
Mkt cap
$963M
US dollars, full cap
Free float
52%
of shares outstanding
$/day
$5.64M
20-day average traded
Fwd P/E
10.1×
forward earnings
ROIC−WACC
+16.3 pp
WACC 5.0%
Hurdle
-45 pp
Req g minus delivered
Close · JPY¥2,440
1D-4.0%
1W+0.5%
1M+0.8%
3M-1.6%
6M+71.8%
YTD+31.5%
1Y+8.3%
ATR %2.9%
52w lowhigh8.8% off high

What Tsuburaya Fields does

Holding company combining Tsuburaya Productions, creator of the Ultraman franchise, with an agriculture/food business.

In one line: A content-IP licensor combined with an unrelated agribusiness.

Products and services

  • Ultraman franchise licensing/content
  • Agricultural/food products (Field Corporation)

Customers

  • Toy/media licensees
  • Agricultural product buyers

Where it sits in the supply chain

  • Media/content & agriculture
  • IP licensing & agribusiness
  • Ultraman content/licensing…

What could go right

  • Ultraman licensing growth in Asia, especially China

What could go wrong

  • Content hit-driven revenue volatility
  • Unrelated-business (agriculture) diversification risk

Moat: narrow (brand, IP / patents). Globally recognized Ultraman IP with decades of licensing relationships across Asia.

Headquarters: Tokyo, Japan · Employees: 1,774

Named competitors

Tsuburaya Fields at a glance

Size Tsuburaya Fields (2767.T) is a Japan Industrials company (Industrial Conglomerates) with a market value of $963M, the 752nd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,440 on 6 Nov 2026.

Performance Over six months the shares gained 71.8%, against -14.2% for the median peer and +1.8% for the Japan market (cap-weighted) — 2nd highest of 14 in its peer set.

Growth Revenue fell 4.5% over the last twelve months (peer median +9.2%); the operating margin is 10.2% (peer median 10.7%).

Valuation It trades at 10.1× forward earnings against a peer median of 11.8× (3rd cheapest of 12).

Price implies For today's price to make sense, revenue must grow about -10% a year for seven years (Req g). Recent delivered growth is +35%, so the hurdle is -45 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 16.3 points above its cost of capital (5.0% WACC).

Relative performance

10015020011 May 202611 Aug 20266 Nov 20262767.T 176Peer median 87
Six months, rebased to 100: Tsuburaya Fields against the median of its 13 peers (local-currency closes).

Tsuburaya Fields financials

Reported figures in JPY; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥162B¥174B¥141B¥142B¥117B
Revenue growth—+24%-1%+21%—
Gross profit¥36.8B¥37.2B¥34.4B¥25.7B¥24.7B
EBITDA¥18.9B¥19.4B¥17.2B¥13.7B¥12.0B
Net income¥12.2B¥13.1B¥11.2B¥11.7B¥8.22B
Free cash flown/a¥5.94B¥6.68B¥4.04B¥11.7B
Capital expendituren/a¥2.13B¥1.39B¥1.76B¥1.34B
Total debt¥8.48B¥9.09B¥11.1B¥13.9B¥13.3B

Quarterly statements and history in the cockpit →

Tsuburaya Fields 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%+150%-60%-40%-20%0%DCMSHRIRAMGSJ4369331830133544016417BB3272603MINDIACIRSA2767.T6-month return →1-month return →
Up and to the right = strong over both horizons. Tsuburaya Fields is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%+40%+60%25×50×75×DCMSHRIRAMGSJ30133544016417BB3272603MINDIA2767.TRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Tsuburaya Fields is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%-20%0%20%DCMSHRIRAM4369301335440164176425BB3272603MINDIACIRSA2767.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. Tsuburaya Fields is the large dot.

Tsuburaya Fields competitors and peer comparison

Head to head with its named competitors (2767.T vs 7832.T vs 9766.T)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Tsuburaya Fields 2767.T$963M+72%-5%10%10.1×-10.3%
Bandai Namco 7832.T$26.1B+76%+9%15%25.5×-0.4%
Konami 9766.T$23.5B+45%+25%33%25.7×-1.5%

How Tsuburaya Fields 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.

Tsuburaya Fields against its 13 peers (data as of 6 Nov 2026)
Measure2767.TPeer medianRank in peer set
1-month return+0.8%-7.3%4th highest of 14
6-month return+71.8%-14.2%2nd highest of 14
Distance from 52-week high-8.8%-27.5%4th highest of 14
Revenue growth (TTM)-4.5%+9.2%3rd lowest of 14
Operating margin10.2%10.7%7th lowest of 14
Forward P/E10.1×11.8×3rd cheapest of 12
Growth the price implies (Req g, 7 yrs)-10.3%14.0%3rd least demanding of 11
Growth delivered (Del g)+35.0%+15.0%highest of 11
Hurdle (Req g minus delivered)-45.3 pp-2.1 ppleast demanding of 11
ROIC minus cost of capital+16.3 pp-1.2 pp3rd highest of 13
EV / EBITDA7.4×8.7×5th cheapest of 10
Net debt / EBITDA-0.9×-0.5×4th least indebted of 12

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
Tsuburaya Fields 2767.TJapan$963M+72%-5%10%10.1×-10.3%+35.0%
DCM Shriram DCMSHRIRAM.NSIndia$1.47B-29%+14%7%9.2×16.6%+10.7%
Grupo Empresarial San Jose GSJ.MCSpain$517M-14%+11%4%10.6×n/an/a
Tri Chemical Laboratories 4369.TJapan$511M-22%+12%25%12.3×19.4%+19.5%
China Boton 3318.HKHong Kong$435M+163%+11%-5%n/an/an/a
Hangzhou Tianyuan Pet Products 301335.SZChina$415M-15%+4%2%88.6×13.0%+15.7%
ADEKA 4401.TJapan$2.53B+3%+5%11%11.8×3.6%+5.0%
Sankyo 6417.TJapan$2.68B+16%-23%31%10.2×-18.7%+25.3%
Guangzhou Wahlap Technology 301011.SZChina$325M-30%-18%-8%n/an/an/a
Universal Entertainment 6425.TJapan$324M-10%+9%4%9.4×15.1%+6.2%
Societe BIC BB.PAFrance$2.92B+11%-4%15%13.4×-11.9%+5.1%
RF Materials 327260.KSSouth Korea$292M-51%+57%18%29.5×16.7%+28.6%
3M India 3MINDIA.NSIndia$3.29B-16%+16%17%39.8×28.0%+14.3%
Cirsa Enterprises, S.A.U CIRSA.MCSpain$3.69B+54%+6%23%11.8×-7.5%+25.2%

Questions

Who are Tsuburaya Fields's main competitors?
Named competitors: Bandai Namco Holdings (7832.T), Konami Group (9766.T). The cockpit's measured peer set (industry) also includes DCM Shriram (DCMSHRIRAM.NS), Grupo Empresarial San Jose (GSJ.MC), Tri Chemical Laboratories (4369.T), China Boton (3318.HK), Hangzhou Tianyuan Pet Products (301335.SZ), ADEKA (4401.T).
Is Tsuburaya Fields expensive compared with its peers?
On forward p/e it trades at 10.1× against a peer median of 11.8×, 3rd cheapest of 12 in its peer set. For today's price to make sense, revenue must grow about -10% a year for seven years (Req g). Recent delivered growth is +35%, so the hurdle is -45 pp: the price already allows for a slowdown.
How has Tsuburaya Fields stock performed?
Over six months to 6 Nov 2026 the shares returned +71.8% against -14.2% for the median peer; over one year +8.3%.

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.