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Employees: 7,094
Size World (3612.T) is a Japan Consumer Discretionary company (Apparel/Footwear) with a market value of $701M, the 903rd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,445 on 6 Nov 2026.
Performance Over six months the shares fell 4.8%, against -12.2% for the median peer and +1.8% for the Japan market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue grew 14.7% over the last twelve months (peer median +3.7%); the operating margin is 5.7% (peer median 7.8%).
Valuation It trades at 8.4× forward earnings against a peer median of 20.4× (cheapest of 17).
Price implies For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is -15 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.5 points above its cost of capital (5.0% WACC).
Next results Next results expected around 4 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥290B | ¥284B | ¥226B | ¥221B | ¥214B |
| Revenue growth | — | +26% | +2% | +3% | — |
| Gross profit | ¥124B | ¥121B | ¥116B | ¥112B | ¥107B |
| EBITDA | ¥36.3B | ¥35.4B | ¥35.1B | ¥31.9B | ¥30.9B |
| Net income | ¥12.2B | ¥12.0B | ¥10.8B | ¥6.95B | ¥5.18B |
| Free cash flow | ¥32.6B | ¥24.8B | ¥28.6B | ¥26.7B | ¥24.2B |
| Capital expenditure | ¥6.10B | ¥6.92B | ¥4.19B | ¥3.63B | ¥2.63B |
| Total debt | ¥121B | ¥130B | ¥132B | ¥109B | ¥116B |
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 | 3612.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.2% | -2.1% | 8th lowest of 21 |
| 6-month return | -4.8% | -12.2% | 9th highest of 21 |
| Distance from 52-week high | -16.4% | -30.1% | 6th highest of 21 |
| Revenue growth (TTM) | +14.7% | +3.7% | 3rd highest of 21 |
| Operating margin | 5.7% | 7.8% | 10th lowest of 21 |
| Forward P/E | 8.4× | 20.4× | cheapest of 17 |
| Growth the price implies (Req g, 7 yrs) | -5.1% | 5.4% | 5th least demanding of 18 |
| Growth delivered (Del g) | +9.5% | +7.2% | 9th highest of 18 |
| Hurdle (Req g minus delivered) | -14.6 pp | -5.2 pp | 5th least demanding of 18 |
| ROIC minus cost of capital | +0.5 pp | -0.0 pp | 10th highest of 21 |
| EV / EBITDA | 6.0× | 9.7× | 2nd cheapest of 10 |
| Net debt / EBITDA | 2.9× | 0.9× | most indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| World 3612.T | Japan | $701M | -5% | +15% | 6% | 8.4× | -5.1% | +9.5% |
| Bxn 002154.SZ | China | $740M | -19% | +6% | 7% | 11.2× | -10.3% | +6.5% |
| Onward 8016.T | Japan | $659M | +4% | +7% | 5% | 9.2× | 1.0% | +6.1% |
| AIMER 603511.SS | China | $657M | -28% | -2% | 4% | n/a | -7.2% | -1.6% |
| Shoei Co. Ltd. (7839) 7839.T | Japan | $750M | +29% | +2% | 28% | 17.0× | -8.1% | +10.7% |
| Logistea LOGI-B.ST | Sweden | $759M | +6% | +18% | 83% | 12.9× | 14.2% | +40.4% |
| Relaxo Footwears RELAXO.NS | India | $768M | -4% | +2% | 8% | 32.5× | 33.5% | +2.8% |
| Campus Activewear CAMPUS.NS | India | $640M | -21% | +14% | 11% | 30.3× | 32.8% | +20.1% |
| ZheJiang AoKang Shoes 603001.SS | China | $619M | +19% | -31% | -8% | n/a | 23.6% | -6.8% |
| PDS PDSL.NS | India | $605M | +35% | +5% | 2% | 43.4× | 14.0% | +16.1% |
| Dr. Martens DOCS.L | United Kingdom | $824M | +3% | -3% | 10% | 13.0× | -3.7% | -0.2% |
| Ningbo Peacebird Fashion 603877.SS | China | $839M | -15% | -2% | 4% | 26.6× | -13.1% | -7.5% |
| Weyco WEYS | United States | $580M | +79% | +2% | 17% | n/a | -1.2% | +7.2% |
| Canada Goose GOOS.TO | Canada | $850M | -23% | +12% | 10% | 13.3× | 5.5% | +11.0% |
| Bata India BATAINDIA.NS | India | $868M | -12% | +5% | 9% | 39.2× | 28.9% | +15.5% |
| Fujian Septwolves Industry 002029.SZ | China | $873M | -20% | +1% | -3% | 20.2× | 4.5% | -2.0% |
| Shandong High Speed Renewable Energy 000803.SZ | China | $546M | -27% | +3% | 13% | 22.8× | 5.4% | +33.2% |
| ZheJiang Jasan 603558.SS | China | $545M | -12% | +6% | 17% | 10.3× | n/a | n/a |
| QingDao Kutesmart 300840.SZ | China | $540M | -30% | 0% | 5% | 93.8× | n/a | n/a |
| Gokaldas Exports GOKEX.NS | India | $529M | -6% | +8% | 4% | 20.5× | n/a | n/a |
| Harson Trading (China) 603958.SS | China | $511M | -36% | +23% | 3% | n/a | 25.6% | +10.4% |