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Employees: 6,247
Size Qol (3034.T) is a Japan Consumer Staples company (Drugstore Chains) with a market value of $567M, the 1001st largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,436 on 6 Nov 2026.
Performance Over six months the shares gained 38.3%, against -9.1% for the median peer and +1.8% for the Japan market (cap-weighted) — highest of 15 in its peer set.
Growth Revenue grew 6.7% over the last twelve months (peer median +6.4%); the operating margin is 5.9% (peer median 3.8%).
Valuation It trades at 11.3× forward earnings against a peer median of 16.3× (2nd cheapest of 8).
Price implies For today's price to make sense, revenue must grow about -16% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -29 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 10.8 points above its cost of capital (5.0% WACC).
Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥293B | ¥291B | ¥264B | ¥180B | ¥170B |
| Revenue growth | — | +10% | +47% | +6% | — |
| Gross profit | ¥39.3B | ¥36.6B | ¥34.7B | ¥19.9B | ¥20.3B |
| EBITDA | ¥27.4B | ¥24.6B | ¥21.8B | ¥13.5B | ¥14.4B |
| Net income | ¥8.55B | ¥7.41B | ¥5.16B | ¥4.88B | ¥5.66B |
| Free cash flow | n/a | ¥17.0B | ¥9.37B | ¥11.5B | ¥7.49B |
| Capital expenditure | n/a | ¥8.05B | ¥21.9B | ¥2.31B | ¥4.51B |
| Total debt | ¥38.3B | ¥37.7B | ¥41.3B | ¥31.9B | ¥23.0B |
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 | 3034.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.1% | -3.1% | 7th highest of 15 |
| 6-month return | +38.3% | -9.1% | highest of 15 |
| Distance from 52-week high | -8.2% | -38.6% | 2nd highest of 15 |
| Revenue growth (TTM) | +6.7% | +6.4% | 8th highest of 15 |
| Operating margin | 5.9% | 3.8% | 3rd highest of 15 |
| Forward P/E | 11.3× | 16.3× | 2nd cheapest of 8 |
| Growth the price implies (Req g, 7 yrs) | -16.2% | -5.9% | least demanding of 13 |
| Growth delivered (Del g) | +12.4% | +8.9% | 6th highest of 13 |
| Hurdle (Req g minus delivered) | -28.6 pp | -16.5 pp | 2nd least demanding of 13 |
| ROIC minus cost of capital | +10.8 pp | +1.8 pp | highest of 15 |
| EV / EBITDA | 3.8× | 7.7× | cheapest of 6 |
| Net debt / EBITDA | 0.5× | 0.2× | 4th least indebted of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Qol 3034.T | Japan | $567M | +38% | +7% | 6% | 11.3× | -16.2% | +12.4% |
| Cawachi 2664.T | Japan | $577M | +37% | -1% | 2% | n/a | -5.8% | 0.0% |
| Luyan Pharma 002788.SZ | China | $555M | -30% | +3% | 3% | n/a | 0.1% | +6.5% |
| Beijing Konruns Pharmaceutical 603590.SS | China | $617M | -28% | +4% | 20% | 21.0× | 11.6% | +2.7% |
| Genky DrugStores 9267.T | Japan | $723M | +3% | +8% | 5% | 13.7× | n/a | n/a |
| MedPlus Health Services MEDPLUS.NS | India | $769M | -31% | +21% | 4% | 35.1× | 18.5% | +17.6% |
| Landfar Bio-medicine 000504.SZ | China | $395M | -16% | +497% | -2% | n/a | n/a | n/a |
| Anhui Huaren Health Pharmaceutical 301408.SZ | China | $829M | -35% | +15% | 8% | n/a | -6.0% | +23.3% |
| Shu Yu Civilian Pharmacy 301017.SZ | China | $872M | +9% | +9% | 2% | n/a | 4.0% | +17.4% |
| Shanghai No. 1 Pharmacy 600833.SS | China | $314M | -24% | +1% | -1% | n/a | 20.4% | +6.1% |
| JZJ Chain Drugstore Corporation 605266.SS | China | $307M | -34% | -5% | 0% | 6.5× | -9.6% | +14.8% |
| Yixintang Pharmaceutical 002727.SZ | China | $1.18B | +6% | -2% | 3% | 16.9× | -15.9% | +6.5% |
| Ain 9627.T | Japan | $1.23B | -2% | +42% | 4% | 13.4× | -6.5% | +16.9% |
| Create SD 3148.T | Japan | $1.30B | -2% | +9% | 5% | n/a | -11.5% | +8.0% |
| LBX Pharmacy Chain Joint Stock 603883.SS | China | $1.69B | +7% | +3% | 5% | 16.3× | -10.9% | +9.7% |