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Employees: 1,324
Size Fujibo (3104.T) is a Japan Consumer Discretionary company (Textiles) with a market value of $551M, the 1016th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,568 on 6 Nov 2026.
Performance Over six months the shares fell 34.2%, against -21.7% for the median peer and +1.8% for the Japan market (cap-weighted) — 3rd lowest of 21 in its peer set.
Growth Revenue grew 14.4% over the last twelve months (peer median +7.8%); the operating margin is 18.2% (peer median 6.6%).
Valuation It trades at 11.8× forward earnings against a peer median of 13.0× (5th cheapest of 10).
Price implies For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is -3 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 5.7 points above its cost of capital (9.0% WACC).
Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥50.8B | ¥45.9B | ¥42.9B | ¥36.1B | ¥37.7B |
| Revenue growth | — | +7% | +19% | -4% | — |
| Gross profit | ¥18.4B | ¥16.9B | ¥14.9B | ¥10.6B | ¥12.1B |
| EBITDA | ¥13.1B | ¥11.6B | ¥10.00B | ¥6.29B | ¥8.12B |
| Net income | ¥6.23B | ¥5.61B | ¥4.48B | ¥2.12B | ¥3.40B |
| Free cash flow | n/a | ¥3.59B | ¥1.83B | ¥1.66B | ¥2.50B |
| Capital expenditure | n/a | ¥6.55B | ¥6.82B | ¥3.33B | ¥2.67B |
| Total debt | ¥195M | ¥320M | ¥621M | ¥1.55B | ¥1.48B |
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 | 3104.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -30.6% | -4.7% | lowest of 21 |
| 6-month return | -34.2% | -21.7% | 3rd lowest of 21 |
| Distance from 52-week high | -44.5% | -35.9% | 8th lowest of 21 |
| Revenue growth (TTM) | +14.4% | +7.8% | 7th highest of 21 |
| Operating margin | 18.2% | 6.6% | 2nd highest of 21 |
| Forward P/E | 11.8× | 13.0× | 5th cheapest of 10 |
| Growth the price implies (Req g, 7 yrs) | 1.3% | 6.5% | 8th least demanding of 16 |
| Growth delivered (Del g) | +4.5% | +7.5% | 7th lowest of 16 |
| Hurdle (Req g minus delivered) | -3.2 pp | -8.0 pp | 7th most demanding of 16 |
| ROIC minus cost of capital | +5.7 pp | +1.8 pp | 6th highest of 21 |
| EV / EBITDA | 5.8× | 10.0× | 3rd cheapest of 8 |
| Net debt / EBITDA | -0.8× | -0.1× | 4th least indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Fujibo 3104.T | Japan | $551M | -34% | +14% | 18% | 11.8× | 1.3% | +4.5% |
| Sumitomo Seika Chemicals 4008.T | Japan | $545M | +12% | +5% | 10% | n/a | -5.2% | +7.5% |
| Beijing Sanlian Hope Shin-Gosen Technical Service 300384.SZ | China | $533M | -21% | -36% | 15% | 10.3× | 6.5% | -1.3% |
| Shinkong Textile 1419.TW | Taiwan | $574M | 0% | +19% | 9% | n/a | 10.8% | +17.1% |
| Fuchun Dye and Weave 605189.SS | China | $523M | -13% | +29% | 4% | 13.0× | 6.5% | +17.6% |
| AnHui Jinchun Nonwoven 300877.SZ | China | $522M | -3% | +28% | 3% | n/a | 18.0% | 0.0% |
| Hangzhou Fuen 001312.SZ | China | $582M | -29% | -5% | 14% | n/a | -3.6% | -0.8% |
| Texhong International 2678.HK | Hong Kong | $587M | -32% | +6% | 8% | 3.0× | -20.5% | +2.3% |
| Anhui Huamao Textile 000850.SZ | China | $504M | -22% | +8% | 3% | n/a | n/a | n/a |
| Zhejiang Chinastars New Materials 301077.SZ | China | $501M | -36% | +37% | 13% | n/a | 6.9% | +4.3% |
| Baotek Industrial Materials 5340.TWO | Taiwan | $498M | -33% | +15% | 16% | n/a | 23.1% | +9.5% |
| Hs Hyosung Advanced 298050.KS | South Korea | $483M | -46% | +5% | 6% | 9.3× | n/a | n/a |
| Zhejiang Unifull Industrial Fiber 002427.SZ | China | $636M | -26% | +3% | 3% | n/a | n/a | n/a |
| Jiangsu Aoyang Health Industry 002172.SZ | China | $637M | +48% | -9% | 4% | n/a | n/a | n/a |
| Tainan Spinning 1440.TW | Taiwan | $639M | +2% | -21% | -4% | 60.7× | -0.5% | -3.9% |
| Beijing Tongyizhong New Material Technology 688722.SS | China | $474M | -22% | +7% | 11% | 22.4× | 10.2% | +28.0% |
| Zhejiang Yingfeng Technology 605055.SS | China | $472M | -34% | +12% | -4% | 56.8× | 7.4% | +15.3% |
| Jiangsu Huaxicun 000936.SZ | China | $658M | -31% | +14% | -5% | n/a | n/a | n/a |
| Lu Thai Textile 000726.SZ | China | $658M | -9% | -3% | 8% | 10.5× | -20.4% | +4.5% |
| Transaction 7818.T | Japan | $453M | +10% | +15% | 20% | 14.3× | -2.6% | +13.0% |
| Zhejiang Jiaxin Silk 002404.SZ | China | $449M | -22% | +12% | 5% | n/a | -8.2% | +12.9% |