Employees: 1,227
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).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| 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 flow | n/a | -¥2.49B | -¥6.34B | ¥4.00B | ¥6.26B |
| Capital expenditure | n/a | ¥6.18B | ¥5.89B | ¥5.23B | ¥3.42B |
| Total debt | ¥31.3B | ¥29.1B | ¥24.8B | ¥24.1B | ¥23.2B |
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 | 2790.T | Peer median | Rank 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 margin | 0.9% | 6.0% | lowest of 8 |
| EV / Sales | 0.4× | 0.8× | cheapest of 8 |
| ROIC minus cost of capital | -5.1 pp | +0.2 pp | lowest of 8 |
| Net debt / EBITDA | 1.4× | 1.0× | 4th most indebted of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| NAFCO 2790.T | Japan | $346M | -12% | -3% | 1% | 0.4× | n/a | n/a |
| Victorian Plumbing VIC.L | United Kingdom | $386M | +15% | +7% | 6% | 1.0× | 11.0% | +8.2% |
| Byggmax BMAX.ST | Sweden | $393M | +42% | +2% | 6% | 0.9× | -0.4% | -2.0% |
| Arclands 9842.T | Japan | $748M | +6% | +8% | 4% | 0.6× | 2.2% | +14.2% |
| Joyful Honda 3191.T | Japan | $859M | +10% | +5% | 6% | 0.8× | 1.1% | +0.3% |
| Kohnan Shoji 7516.T | Japan | $925M | +15% | +6% | 5% | 0.6× | 0.4% | +3.3% |
| Sangetsu 8130.T | Japan | $1.15B | +4% | +4% | 10% | 0.8× | -10.8% | +7.3% |
| Komeri 8218.T | Japan | $1.21B | +17% | +3% | 6% | 0.6× | -6.8% | 0.0% |