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← CockpitCompetitor Analysis › 3496.T Azoom Co.,ltdOpen in the cockpit ↗

Azoom Co.,ltd3496.TCompetitor analysis, valuation and peers

Japan · JPY·Consumer Discretionary›Other Consumer Services
Momentum leader 83
Mkt cap
$385M
US dollars, full cap
Free float
44%
of shares outstanding
$/day
$1.56M
20-day average traded
Fwd P/E
27.5×
forward earnings
ROIC−WACC
+117.7 pp
WACC 5.0%
Hurdle
-30 pp
Req g minus delivered
Next earnings
6 days
12 Nov 2026
Close · JPY¥4,935
1D-4.4%
1W+2.7%
1M+7.6%
3M+4.8%
6M+20.5%
YTD-7.4%
1Y-3.6%
ATR %3.1%
52w lowhigh20.8% off high

What Azoom does

Employees: 455

Azoom at a glance

Size Azoom (3496.T) is a Japan Consumer Discretionary company (Other Consumer Services) with a market value of $385M, the 1204th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥4,935 on 6 Nov 2026.

Performance Over six months the shares gained 20.5%, against -13.5% for the median peer and +1.8% for the Japan market (cap-weighted) — 3rd highest of 21 in its peer set.

Growth Revenue grew 26.5% over the last twelve months (peer median +3.4%); the operating margin is 19.1% (peer median 10.9%).

Valuation It trades at 27.5× forward earnings against a peer median of 12.9× (3rd most expensive of 15).

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 +29%, so the hurdle is -30 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 117.7 points above its cost of capital (5.0% WACC).

Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).

Relative performance

10012011 May 202611 Aug 20266 Nov 20263496.T 120Peer median 84
Six months, rebased to 100: Azoom against the median of its 20 peers (local-currency closes).

Azoom financials

Reported figures in JPY; fiscal year ends 2025-09-30. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥16.0B¥13.5B¥10.5B¥8.27B¥6.42B
Revenue growth—+28%+27%+29%—
Gross profit¥6.71B¥5.69B¥4.42B¥3.51B¥2.73B
EBITDA¥3.25B¥2.79B¥1.97B¥1.39B¥946M
Net income¥2.16B¥1.83B¥1.29B¥879M¥598M
Free cash flown/a¥1.91B¥1.32B¥578M¥588M
Capital expendituren/a¥339M¥246M¥189M¥130M
Total debt¥74.4M¥72.4M¥111M¥102M¥125M

Quarterly statements and history in the cockpit →

Azoom 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

-20%0%+20%-10%0%600749273168812997338462300247000802002159MHRILIELCSV000978GYM274960313697260008894714OTB3496.T6-month return →1-month return →
Up and to the right = strong over both horizons. Azoom is the large dot.

Fundamentals: revenue growth against valuation

-10%0%+10%+20%10×20×30×273168812997338462002159MHRILIELCSVGYM2749603136RBW4714OTB3496.TRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Azoom is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%+60%-25%0%25%50%600749273197338462300247000802002159MHRIL000978GYM27496031369726RBW3496.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. Azoom is the large dot.

Azoom competitors and peer comparison

How Azoom 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.

Azoom against its 20 peers (data as of 6 Nov 2026)
Measure3496.TPeer medianRank in peer set
1-month return+7.6%-4.3%2nd highest of 21
6-month return+20.5%-13.5%3rd highest of 21
Distance from 52-week high-20.8%-36.7%5th highest of 21
Revenue growth (TTM)+26.5%+3.4%highest of 21
Operating margin19.1%10.9%3rd highest of 21
Forward P/E27.5×12.9×3rd most expensive of 15
Growth the price implies (Req g, 7 yrs)-1.0%-4.3%8th most demanding of 19
Growth delivered (Del g)+28.7%+10.1%4th highest of 19
Hurdle (Req g minus delivered)-29.7 pp-12.8 pp5th least demanding of 19
ROIC minus cost of capital+117.7 pp+3.8 pphighest of 18
EV / EBITDA17.3×7.4×3rd most expensive of 13
Net debt / EBITDA-1.4×-1.5×7th most indebted of 14

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Azoom 3496.TJapan$385M+21%+26%19%27.5×-1.0%+28.7%
Tibet Tourism 600749.SSChina$384M-29%-7%-12%n/a49.8%+8.1%
Lion Travel Service 2731.TWTaiwan$382M-15%+5%5%7.5×-20.4%+35.6%
Donglai Coating Technology (Shanghai) 688129.SSChina$370M-30%+7%13%21.8×n/an/a
Nagase Brothers 9733.TJapan$404M-5%+8%9%12.0×-8.3%+7.0%
Power Wind Health Industry 8462.TWTaiwan$366M+2%+20%17%10.2×-4.4%+10.5%
Youngy Health 300247.SZChina$409M-21%+2%19%n/a5.7%+12.8%
Beijing Jingxi Culture and Tourism 000802.SZChina$409M-12%-60%-62%n/a10.6%-4.8%
Wuhan Sante Cableways 002159.SZChina$356M-18%-3%37%16.1×-8.9%+9.6%
Mahindra Holidays & Resorts India MHRIL.NSIndia$422M-18%+7%6%16.7×30.5%+12.0%
IDP Education IEL.AXAustralia$424M-19%-10%12%12.2×-3.0%+8.5%
Carriage Services CSVUnited States$426M-41%+1%23%8.3×-4.3%+4.9%
Guilin Tourism 000978.SZChina$431M-8%+2%-6%n/a33.7%+12.6%
Gym GYM.LUnited Kingdom$436M+1%+9%13%35.6×11.7%+24.9%
Jp Holdings Inc 2749.TJapan$337M-8%+4%16%11.5×-19.0%+5.3%
Jiangsu Tianmu Lake Tourism 603136.SSChina$335M-25%-12%17%33.7×-0.7%+6.3%
KNT-CT 9726.TJapan$331M-2%+6%2%n/a-18.4%+27.6%
ZJBC Information Technology 000889.SZChina$447M-28%-5%0%n/an/an/a
Rainbow Tours RBW.WAPoland$458M-8%+11%6%9.0×-10.6%+60.0%
Riso Kyoiku 4714.TJapan$317M+52%+4%10%25.6×-6.1%+6.3%
On The Beach OTB.LUnited Kingdom$316M+26%-2%16%13.6×-20.0%+29.2%

Questions

Which companies are Azoom's closest peers?
The cockpit's peer set: Tibet Tourism (600749.SS), Lion Travel Service (2731.TW), Donglai Coating Technology (Shanghai) (688129.SS), Nagase Brothers (9733.T), Power Wind Health Industry (8462.TW), Youngy Health (300247.SZ), Beijing Jingxi Culture and Tourism (000802.SZ), Wuhan Sante Cableways (002159.SZ).
Is Azoom expensive compared with its peers?
On forward p/e it trades at 27.5× against a peer median of 12.9×, 3rd most expensive of 15 in its peer set. For today's price to make sense, revenue must grow about -1% a year for seven years (Req g). Recent delivered growth is +29%, so the hurdle is -30 pp: the price already allows for a slowdown.
How has Azoom stock performed?
Over six months to 6 Nov 2026 the shares returned +20.5% against -13.5% for the median peer; over one year -3.6%.

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.