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Employees: 9,398
Size Toyobo (3101.T) is a Japan Materials company (Chemicals: Specialty) with a market value of $793M, the 844th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,407 on 6 Nov 2026.
Performance Over six months the shares fell 1.3%, against -22.6% for the median peer and +1.8% for the Japan market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue grew 2.2% over the last twelve months (peer median +7.0%); the operating margin is 6.9% (peer median 10.2%).
Valuation It trades at 13.6× forward earnings against a peer median of 25.2× (5th cheapest of 17).
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 -3 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.9 points below its cost of capital (5.9% WACC).
Next results Next results expected around 9 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥429B | ¥422B | ¥422B | ¥414B | ¥400B |
| Revenue growth | — | 0% | +2% | +4% | — |
| Gross profit | ¥110B | ¥108B | ¥97.1B | ¥88.0B | ¥85.1B |
| EBITDA | ¥55.2B | ¥52.5B | ¥39.4B | ¥28.8B | ¥29.1B |
| Net income | ¥12.7B | ¥11.2B | ¥2.00B | ¥2.46B | -¥655M |
| Free cash flow | n/a | ¥14.1B | -¥16.6B | -¥35.7B | -¥32.2B |
| Capital expenditure | n/a | ¥29.1B | ¥45.2B | ¥56.6B | ¥39.2B |
| Total debt | ¥256B | ¥261B | ¥268B | ¥249B | ¥229B |
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 | 3101.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -16.4% | -15.3% | 8th lowest of 21 |
| 6-month return | -1.3% | -22.6% | 6th highest of 21 |
| Distance from 52-week high | -27.7% | -43.2% | 4th highest of 21 |
| Revenue growth (TTM) | +2.2% | +7.0% | 8th lowest of 21 |
| Operating margin | 6.9% | 10.2% | 9th lowest of 21 |
| Forward P/E | 13.6× | 25.2× | 5th cheapest of 17 |
| Growth the price implies (Req g, 7 yrs) | 2.0% | 21.4% | 2nd least demanding of 10 |
| Growth delivered (Del g) | +4.6% | +8.0% | 4th lowest of 10 |
| Hurdle (Req g minus delivered) | -2.6 pp | +11.8 pp | 3rd least demanding of 10 |
| ROIC minus cost of capital | -1.9 pp | -4.0 pp | 7th highest of 21 |
| EV / EBITDA | 7.0× | 14.5× | 3rd cheapest of 9 |
| Net debt / EBITDA | 4.1× | 0.4× | 2nd most indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Toyobo 3101.T | Japan | $793M | -1% | +2% | 7% | 13.6× | 2.0% | +4.6% |
| Pan Asian Microvent Tech (Jiangsu) 688386.SS | China | $792M | -40% | +37% | 18% | 40.7× | n/a | n/a |
| Hangzhou Greenda Electronic Materials 603931.SS | China | $797M | -31% | -4% | 20% | 39.7× | 21.4% | +1.4% |
| Zhejiang Jihua 603980.SS | China | $788M | +22% | +2% | 2% | n/a | 27.0% | -3.6% |
| Sinolong New Materials 301565.SZ | China | $799M | -27% | +20% | 1% | 23.9× | n/a | n/a |
| Sichuan Lutianhua Company Limited By Shares 000912.SZ | China | $785M | -31% | -5% | -4% | n/a | n/a | n/a |
| Neogen Chemicals NEOGEN.NS | India | $809M | +47% | +27% | 14% | 109.3× | n/a | n/a |
| Riken Technos 4220.T | Japan | $771M | +46% | +6% | 11% | 10.4× | -4.8% | +8.3% |
| Jiangsu Aisen Semiconductor Material 688720.SS | China | $817M | -21% | +29% | 5% | 40.2× | n/a | n/a |
| Zhejiang Xinhua Chemical 603867.SS | China | $817M | -27% | +7% | 10% | 16.1× | 12.8% | +4.9% |
| Neo Performance Materials NEO.TO | Canada | $821M | -13% | +24% | 14% | 12.2× | n/a | n/a |
| Zhejiang Zhengguang Industrial 301092.SZ | China | $823M | -1% | -5% | 13% | 53.7× | n/a | n/a |
| Shanxi Lu'an Chemical Technology 600691.SS | China | $827M | -31% | -14% | -8% | 232.0× | 27.2% | -11.2% |
| Poly Plastic Masterbatch (SuZhou) 300905.SZ | China | $758M | -59% | +10% | 11% | n/a | 29.1% | +17.2% |
| Nanjing COSMOS Chemical 300856.SZ | China | $757M | -24% | +12% | 12% | 35.0× | 3.3% | +8.0% |
| HuBei NengTer Technology 002102.SZ | China | $832M | -12% | -59% | -3% | 16.6× | n/a | n/a |
| China Petrochemical Development 1314.TW | Taiwan | $833M | -1% | -35% | -18% | n/a | n/a | n/a |
| Clean Science & Technology CLEAN.NS | India | $753M | -24% | +5% | 26% | 26.6× | 31.8% | +13.2% |
| Shandong Longhua New Material 301149.SZ | China | $751M | -39% | +33% | 2% | 8.7× | n/a | n/a |
| Fujian Yuanli Active Carbon 300174.SZ | China | $840M | -14% | +7% | 9% | 20.2× | 17.3% | +10.1% |
| Westlake Chemical Partners LP WLKP | United States | $747M | -9% | +9% | 29% | 12.0× | n/a | n/a |