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Operator of 100-yen (dollar-store equivalent) variety shops across Japan, selling household goods at a fixed low price.
Operator of 100-yen (dollar-store equivalent) variety shops across Japan, selling household goods at a fixed low price.
Sells goods at mostly fixed low prices, so profit depends on sourcing cost, largely from overseas factories, and on selling enough volume per store. It opens stores mostly in shopping malls and supermarkets as a tenant, relying on its neighbours' footfall.
In one line: Japan's Dollar Tree.
Moat: narrow (scale, distribution). Efficient fixed-price sourcing/merchandising scale as one of Japan's largest 100-yen shop chains.
Headquarters: Gifu, Japan · Founded: 1985 · Employees: 566
Size Seria (2782.T) is a Japan Consumer Discretionary company (Department Stores) with a market value of $1.91B, the 501st largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥4,000 on 6 Nov 2026.
Performance Over six months the shares gained 18.2%, against -15.5% for the median peer and +1.8% for the Japan market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue grew 12.9% over the last twelve months (peer median -0.7%); the operating margin is 9.0% (peer median 5.2%).
Valuation It trades at 15.2× forward earnings against a peer median of 14.5× (8th cheapest of 15).
Price implies For today's price to make sense, revenue must grow about -2% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is -7 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 25.4 points above its cost of capital (6.7% WACC).
Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥273B | ¥256B | ¥236B | ¥223B | ¥212B |
| Revenue growth | — | +8% | +6% | +5% | — |
| Gross profit | ¥109B | ¥101B | ¥92.9B | ¥87.3B | ¥84.4B |
| EBITDA | ¥30.0B | ¥26.3B | ¥22.0B | ¥20.1B | ¥20.2B |
| Net income | ¥17.1B | ¥14.7B | ¥11.2B | ¥9.82B | ¥10.3B |
| Free cash flow | n/a | ¥11.7B | ¥10.9B | ¥7.08B | ¥6.74B |
| Capital expenditure | n/a | ¥7.84B | ¥5.25B | ¥5.32B | ¥4.65B |
| Total debt | ¥643M | ¥870M | ¥1.43B | ¥1.78B | ¥1.90B |
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 |
|---|---|---|---|---|---|---|
| Seria 2782.T | $1.91B | +18% | +13% | 9% | 15.2× | -2.1% |
| Can Do 2698.T | $307M | -4% | +4% | 1% | 69.5× | 12.4% |
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 | 2782.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.3% | -1.2% | 7th lowest of 21 |
| 6-month return | +18.2% | -15.5% | 3rd highest of 21 |
| Distance from 52-week high | -18.4% | -42.3% | 8th highest of 21 |
| Revenue growth (TTM) | +12.9% | -0.7% | 2nd highest of 21 |
| Operating margin | 9.0% | 5.2% | 6th highest of 21 |
| Forward P/E | 15.2× | 14.5× | 8th cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | -2.1% | 2.4% | 5th least demanding of 18 |
| Growth delivered (Del g) | +5.0% | -0.5% | 4th highest of 18 |
| Hurdle (Req g minus delivered) | -7.1 pp | +2.3 pp | 6th least demanding of 18 |
| ROIC minus cost of capital | +25.4 pp | -1.4 pp | highest of 21 |
| EV / EBITDA | 8.5× | 8.0× | 4th most expensive of 9 |
| Net debt / EBITDA | -1.5× | 3.5× | least indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Seria 2782.T | Japan | $1.91B | +18% | +13% | 9% | 15.2× | -2.1% | +5.0% |
| Lotte Shopping 023530.KS | South Korea | $1.87B | -33% | +1% | 5% | 7.9× | 5.8% | -3.2% |
| Easyhome New Retail 000785.SZ | China | $1.97B | -18% | -23% | 3% | 19.3× | 1.0% | +4.4% |
| Beijing United Information Technology 603613.SS | China | $2.05B | -30% | -4% | 5% | n/a | n/a | n/a |
| H2O Retailing 8242.T | Japan | $2.10B | +17% | 0% | 5% | 12.3× | -9.7% | -1.6% |
| Wangfujing 600859.SS | China | $1.65B | -21% | -10% | 5% | 244.5× | -13.6% | -2.4% |
| Shinsegae 004170.KS | South Korea | $1.59B | -38% | +7% | 9% | 5.8× | -2.2% | +7.8% |
| Ceconomy CEC.DE | Germany | $2.47B | +9% | +4% | 1% | 7.8× | 2.9% | +2.1% |
| Anhui Anfu Battery Technology 603031.SS | China | $1.43B | -39% | +4% | 23% | 23.0× | -0.2% | +21.9% |
| Kohl's KSS | United States | $2.61B | +59% | -3% | 4% | 15.3× | 0.0% | -0.5% |
| Hyundaideptst 069960.KS | South Korea | $1.29B | -23% | -3% | 9% | 7.0× | -17.1% | +13.2% |
| Izumi 8273.T | Japan | $1.28B | -1% | +1% | 5% | 11.2× | n/a | n/a |
| Hunan Friendship & Apollo Commercial 002277.SZ | China | $1.23B | -5% | -20% | -60% | n/a | 21.6% | -15.5% |
| Maoye Commercial 600828.SS | China | $1.13B | -13% | -22% | -3% | n/a | 12.9% | -8.4% |
| Fujian Dongbai (Group) 600693.SS | China | $1.11B | -23% | -1% | 32% | 62.6× | 4.1% | +0.9% |
| Nanjing Xinjiekou Department Store 600682.SS | China | $1.07B | -22% | -11% | -16% | n/a | 5.7% | +2.4% |
| CCOOP 000564.SZ | China | $3.55B | -23% | +19% | -46% | n/a | n/a | n/a |
| Harvey Norman HVN.AX | Australia | $3.84B | +2% | +5% | 18% | 13.8× | 4.7% | +0.8% |
| Takashimaya 8233.T | Japan | $3.98B | +14% | +2% | 11% | 15.6× | 2.4% | -6.3% |
| Far Eastern Department Stores 2903.TW | Taiwan | $910M | -5% | -1% | 13% | n/a | 0.5% | -1.8% |
| Matsuya 8237.T | Japan | $869M | +54% | -1% | 6% | 149.2× | 35.3% | -2.8% |