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← CockpitCompetitor Analysis › 2790.T NAFCO Co., Ltd.Open in the cockpit ↗

NAFCO Co., Ltd.2790.TCompetitor analysis, valuation and peers

Japan · JPY·Consumer Discretionary›Home Improvement Chains
Momentum weak 27
Mkt cap
$346M
US dollars, full cap
Free float
30%
of shares outstanding
$/day
$125,415
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-5.1 pp
WACC 5.8%
Hurdle
n/a
no reverse DCF
Close · JPY¥1,911
1D-3.0%
1W-2.1%
1M-5.4%
3M-13.0%
6M-11.9%
YTD-14.0%
1Y-4.0%
ATR %1.5%
52w lowhigh19.5% off high

What NAFCO does

Employees: 1,227

NAFCO at a glance

Size NAFCO (2790.T) is a Japan Consumer Discretionary company (Home Improvement Chains) with a market value of $346M, the 1267th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,911 on 6 Nov 2026.

Performance Over six months the shares fell 11.9%, against +14.6% for the median peer and +1.8% for the Japan market (cap-weighted) — lowest of 8 in its peer set.

Growth Revenue fell 2.5% over the last twelve months (peer median +5.1%); the operating margin is 0.9% (peer median 6.0%).

Valuation It trades at 0.4× enterprise value to sales against a peer median of 0.8× (cheapest of 8).

Capital Return on invested capital runs 5.1 points below its cost of capital (5.8% WACC).

Relative performance

9010011011 May 202611 Aug 20266 Nov 2026Peer median 1152790.T 89
Six months, rebased to 100: NAFCO against the median of its 7 peers (local-currency closes).

NAFCO financials

Reported figures in JPY; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥176B¥175B¥182B¥192B¥203B
Revenue growth—-4%-6%-5%—
Gross profit¥53.5B¥54.0B¥55.7B¥59.5B¥64.1B
EBITDA¥7.66B¥7.83B¥7.63B¥11.1B¥15.1B
Net income¥362M¥223M¥183M¥3.11B¥5.64B
Free cash flown/a-¥2.49B-¥6.34B¥4.00B¥6.26B
Capital expendituren/a¥6.18B¥5.89B¥5.23B¥3.42B
Total debt¥31.3B¥29.1B¥24.8B¥24.1B¥23.2B

Quarterly statements and history in the cockpit →

NAFCO 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

0%+20%+40%0%+10%+20%VICBMAX984231917516813082182790.T6-month return →1-month return →
Up and to the right = strong over both horizons. NAFCO is the large dot.

Fundamentals: revenue growth against valuation

-2.5%0%+2.5%+5%+7.5%0.4×0.6×0.8×1×VICBMAX984231917516813082182790.TRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. NAFCO is the large dot.

NAFCO competitors and peer comparison

How NAFCO 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.

NAFCO against its 7 peers (data as of 6 Nov 2026)
Measure2790.TPeer medianRank in peer set
1-month return-5.4%+3.9%lowest of 8
6-month return-11.9%+14.6%lowest of 8
Distance from 52-week high-19.5%-7.0%lowest of 8
Revenue growth (TTM)-2.5%+5.1%lowest of 8
Operating margin0.9%6.0%lowest of 8
EV / Sales0.4×0.8×cheapest of 8
ROIC minus cost of capital-5.1 pp+0.2 pplowest of 8
Net debt / EBITDA1.4×1.0×4th most indebted of 8

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
NAFCO 2790.TJapan$346M-12%-3%1%0.4×n/an/a
Victorian Plumbing VIC.LUnited Kingdom$386M+15%+7%6%1.0×11.0%+8.2%
Byggmax BMAX.STSweden$393M+42%+2%6%0.9×-0.4%-2.0%
Arclands 9842.TJapan$748M+6%+8%4%0.6×2.2%+14.2%
Joyful Honda 3191.TJapan$859M+10%+5%6%0.8×1.1%+0.3%
Kohnan Shoji 7516.TJapan$925M+15%+6%5%0.6×0.4%+3.3%
Sangetsu 8130.TJapan$1.15B+4%+4%10%0.8×-10.8%+7.3%
Komeri 8218.TJapan$1.21B+17%+3%6%0.6×-6.8%0.0%

Questions

Which companies are NAFCO's closest peers?
The cockpit's peer set: Victorian Plumbing (VIC.L), Byggmax (BMAX.ST), Arclands (9842.T), Joyful Honda (3191.T), Kohnan Shoji (7516.T), Sangetsu (8130.T), Komeri (8218.T).
Is NAFCO expensive compared with its peers?
On ev / sales it trades at 0.4× against a peer median of 0.8×, cheapest of 8 in its peer set.
How has NAFCO stock performed?
Over six months to 6 Nov 2026 the shares returned -11.9% against +14.6% for the median peer; over one year -4.0%.

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.