Holding company combining Tsuburaya Productions, creator of the Ultraman franchise, with an agriculture/food business.
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.
Moat: narrow (brand, IP / patents). Globally recognized Ultraman IP with decades of licensing relationships across Asia.
Headquarters: Tokyo, Japan · Employees: 1,774
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).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| 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 flow | n/a | ¥5.94B | ¥6.68B | ¥4.04B | ¥11.7B |
| Capital expenditure | n/a | ¥2.13B | ¥1.39B | ¥1.76B | ¥1.34B |
| Total debt | ¥8.48B | ¥9.09B | ¥11.1B | ¥13.9B | ¥13.3B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req 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% |
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 | 2767.T | Peer median | Rank 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 margin | 10.2% | 10.7% | 7th lowest of 14 |
| Forward P/E | 10.1× | 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 pp | least demanding of 11 |
| ROIC minus cost of capital | +16.3 pp | -1.2 pp | 3rd highest of 13 |
| EV / EBITDA | 7.4× | 8.7× | 5th cheapest of 10 |
| Net debt / EBITDA | -0.9× | -0.5× | 4th least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Tsuburaya Fields 2767.T | Japan | $963M | +72% | -5% | 10% | 10.1× | -10.3% | +35.0% |
| DCM Shriram DCMSHRIRAM.NS | India | $1.47B | -29% | +14% | 7% | 9.2× | 16.6% | +10.7% |
| Grupo Empresarial San Jose GSJ.MC | Spain | $517M | -14% | +11% | 4% | 10.6× | n/a | n/a |
| Tri Chemical Laboratories 4369.T | Japan | $511M | -22% | +12% | 25% | 12.3× | 19.4% | +19.5% |
| China Boton 3318.HK | Hong Kong | $435M | +163% | +11% | -5% | n/a | n/a | n/a |
| Hangzhou Tianyuan Pet Products 301335.SZ | China | $415M | -15% | +4% | 2% | 88.6× | 13.0% | +15.7% |
| ADEKA 4401.T | Japan | $2.53B | +3% | +5% | 11% | 11.8× | 3.6% | +5.0% |
| Sankyo 6417.T | Japan | $2.68B | +16% | -23% | 31% | 10.2× | -18.7% | +25.3% |
| Guangzhou Wahlap Technology 301011.SZ | China | $325M | -30% | -18% | -8% | n/a | n/a | n/a |
| Universal Entertainment 6425.T | Japan | $324M | -10% | +9% | 4% | 9.4× | 15.1% | +6.2% |
| Societe BIC BB.PA | France | $2.92B | +11% | -4% | 15% | 13.4× | -11.9% | +5.1% |
| RF Materials 327260.KS | South Korea | $292M | -51% | +57% | 18% | 29.5× | 16.7% | +28.6% |
| 3M India 3MINDIA.NS | India | $3.29B | -16% | +16% | 17% | 39.8× | 28.0% | +14.3% |
| Cirsa Enterprises, S.A.U CIRSA.MC | Spain | $3.69B | +54% | +6% | 23% | 11.8× | -7.5% | +25.2% |