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← CockpitCompetitor Analysis › 3153.T Yashima Denki Co., Ltd.Open in the cockpit ↗

Yashima Denki Co., Ltd.3153.TCompetitor analysis, valuation and peers

Japan · JPY·Industrials›Wholesale Distributors
Momentum laggard 16
Mkt cap
$339M
US dollars, full cap
Free float
76%
of shares outstanding
$/day
$1.92M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+20.9 pp
WACC 9.2%
Hurdle
-15 pp
Req g minus delivered
Next earnings
84 days
29 Jan 2027
Close · JPY¥2,503
1D-5.3%
1W-15.2%
1M-20.0%
3M-15.4%
6M-14.7%
YTD-13.2%
1Y+9.0%
ATR %5.1%
52w lowhigh31.5% off high

What Yashima Denki does

Employees: 1,062

Yashima Denki at a glance

Size Yashima Denki (3153.T) is a Japan Industrials company (Wholesale Distributors) with a market value of $339M, the 1281st largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,503 on 6 Nov 2026.

Performance Over six months the shares fell 14.7%, against -6.0% for the median peer and +1.8% for the Japan market (cap-weighted) — 7th lowest of 21 in its peer set.

Growth Revenue grew 12.9% over the last twelve months (peer median +10.0%); the operating margin is 10.2% (peer median 3.8%).

Valuation It trades at 0.4× enterprise value to sales against a peer median of 0.6× (7th cheapest of 21).

Price implies For today's price to make sense, revenue must grow about -11% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is -15 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 20.9 points above its cost of capital (9.2% WACC).

Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).

Relative performance

9010011011 May 202611 Aug 20266 Nov 2026Peer median 933153.T 86
Six months, rebased to 100: Yashima Denki against the median of its 20 peers (local-currency closes).

Yashima Denki financials

Reported figures in JPY; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥80.6B¥74.6B¥66.1B¥64.9B¥60.3B
Revenue growth—+13%+2%+8%—
Gross profit¥19.3B¥17.7B¥14.4B¥12.5B¥12.0B
EBITDA¥9.03B¥7.96B¥5.73B¥4.36B¥3.27B
Net income¥5.84B¥5.15B¥4.01B¥2.66B¥1.92B
Free cash flown/a¥5.97B¥3.17B¥631M¥2.85B
Capital expendituren/a¥1.72B¥1.26B¥228M¥132M
Total debt¥700M¥700M¥740M¥960M¥1.27B

Quarterly statements and history in the cockpit →

Yashima Denki 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

-50%0%+50%-20%0%TWM23730001598065TEQ2908CHSCP110480813176600250603895248070BAPMEKO92746007537128748078153153.T6-month return →1-month return →
Up and to the right = strong over both horizons. Yashima Denki is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%+150%+200%0×2×4×TWM23730001598065TEQ2908CHSCP11043176600250603895600753748078153153.TRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Yashima Denki is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%+20%0%20%TWM2373TEQ2908CHSCP80813176600250BAPMEKO92747128748078153153.TGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Yashima Denki is the large dot.

Yashima Denki competitors and peer comparison

How Yashima Denki 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.

Yashima Denki against its 20 peers (data as of 6 Nov 2026)
Measure3153.TPeer medianRank in peer set
1-month return-20.0%-8.0%3rd lowest of 21
6-month return-14.7%-6.0%7th lowest of 21
Distance from 52-week high-31.5%-18.2%9th lowest of 21
Revenue growth (TTM)+12.9%+10.0%9th highest of 21
Operating margin10.2%3.8%4th highest of 21
EV / Sales0.4×0.6×7th cheapest of 21
Growth the price implies (Req g, 7 yrs)-10.6%-1.8%3rd least demanding of 15
Growth delivered (Del g)+4.7%+6.1%7th lowest of 15
Hurdle (Req g minus delivered)-15.4 pp-9.6 pp5th least demanding of 15
ROIC minus cost of capital+20.9 pp+0.3 pp2nd highest of 21
EV / EBITDA4.0×8.1×2nd cheapest of 13
Net debt / EBITDA-2.0×2.0×3rd least indebted of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Yashima Denki 3153.TJapan$339M-15%+13%10%0.4×-10.6%+4.7%
Tidewater Midstream & Infrastructure TWM.TOCanada$337M+43%+16%6%0.7×-3.8%+6.1%
Aurora 2373.TWTaiwan$342M-11%-3%7%1.1×-4.4%-3.8%
Xinjiang International Industry 000159.SZChina$342M-27%+37%4%1.6×n/an/a
Sato Sho-ji 8065.TJapan$331M-10%+5%3%0.3×n/an/a
Teqnion TEQ.STSweden$330M+21%+12%11%2.0×2.4%+22.3%
Test Rite International 2908.TWTaiwan$330M+4%-1%2%0.8×9.7%-4.3%
CHS Inc 8 % Cum Red Pfd Registered CHSCPUnited States$316M-8%+11%1%0.1×-11.0%+0.4%
APAC Resources 1104.HKHong Kong$313M-35%+197%54%0.7×n/an/a
Kanaden 8081.TJapan$307M0%+13%4%0.2×-15.6%+6.1%
Sanyo Trading 3176.TJapan$381M+33%+7%5%0.3×-5.2%+11.8%
Nanjing Business & Tourism 600250.SSChina$388M-24%0%9%4.0×12.7%-4.9%
Shanghai Tianyong Engineering 603895.SSChina$393M-15%+28%3%5.1×n/an/a
Solum 248070.KSSouth Korea$398M-42%+16%4%0.5×n/an/a
Bapcor BAP.AXAustralia$399M+66%-3%2%0.5×7.2%+1.8%
Meko MEKO.STSweden$406M-5%-1%2%0.6×2.2%+9.4%
Kpp 9274.TJapan$411M+13%-1%2%0.3×-0.7%+8.6%
Fujian Haiqin Energy 600753.SSChina$412M-7%+193%5%1.1×n/an/a
UNISOL 7128.TJapan$420M+31%-1%2%0.3×-2.9%+24.5%
Suzuden 7480.TJapan$271M+97%+26%6%0.6×-6.2%+0.3%
Sync-Tech System 7815.TWOTaiwan$270M-45%+9%25%8.0×9.8%+22.1%

Questions

Which companies are Yashima Denki's closest peers?
The cockpit's peer set: Tidewater Midstream & Infrastructure (TWM.TO), Aurora (2373.TW), Xinjiang International Industry (000159.SZ), Sato Sho-ji (8065.T), Teqnion (TEQ.ST), Test Rite International (2908.TW), CHS Inc 8 % Cum Red Pfd Registered (CHSCP), APAC Resources (1104.HK).
Is Yashima Denki expensive compared with its peers?
On ev / sales it trades at 0.4× against a peer median of 0.6×, 7th cheapest of 21 in its peer set. For today's price to make sense, revenue must grow about -11% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is -15 pp: the price already allows for a slowdown.
How has Yashima Denki stock performed?
Over six months to 6 Nov 2026 the shares returned -14.7% against -6.0% for the median peer; over one year +9.0%.

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.