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Employees: 3,965
Size Tomoku (3946.T) is a Japan Materials company (Containers/Packaging) with a market value of $427M, the 1154th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥4,100 on 6 Nov 2026.
Performance Over six months the shares gained 17.0%, against -24.4% for the median peer and +1.8% for the Japan market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue fell 2.5% over the last twelve months (peer median +4.2%); the operating margin is 5.4% (peer median 2.8%).
Valuation It trades at 0.5× enterprise value to sales against a peer median of 1.6× (3rd cheapest of 21).
Price implies For today's price to make sense, revenue must grow about -3% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is -8 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.1 points below its cost of capital (5.4% WACC).
Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥218B | ¥224B | ¥220B | ¥212B | ¥213B |
| Revenue growth | — | +2% | +4% | -1% | — |
| Gross profit | ¥47.7B | ¥40.6B | ¥36.9B | ¥34.8B | ¥33.6B |
| EBITDA | n/a | ¥20.2B | ¥17.3B | ¥15.8B | ¥14.8B |
| Net income | ¥7.69B | ¥7.36B | ¥6.51B | ¥5.31B | ¥5.25B |
| Free cash flow | n/a | ¥5.37B | ¥7.80B | ¥4.05B | -¥2.42B |
| Capital expenditure | n/a | ¥9.85B | ¥10.4B | ¥7.09B | ¥9.49B |
| Total debt | ¥66.5B | ¥70.9B | ¥68.5B | ¥74.2B | ¥71.2B |
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 | 3946.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.0% | -8.7% | 7th highest of 21 |
| 6-month return | +17.0% | -24.4% | 3rd highest of 21 |
| Distance from 52-week high | -14.9% | -38.1% | highest of 21 |
| Revenue growth (TTM) | -2.5% | +4.2% | 7th lowest of 21 |
| Operating margin | 5.4% | 2.8% | 7th highest of 21 |
| EV / Sales | 0.5× | 1.6× | 3rd cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | -3.5% | 10.2% | 4th least demanding of 13 |
| Growth delivered (Del g) | +5.0% | +5.3% | 7th highest of 13 |
| Hurdle (Req g minus delivered) | -8.5 pp | +0.5 pp | 4th least demanding of 13 |
| ROIC minus cost of capital | -0.1 pp | -2.8 pp | 6th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Tomoku 3946.T | Japan | $427M | +17% | -3% | 5% | 0.5× | -3.5% | +5.0% |
| Hexagon Composites HEX.OL | Norway | $423M | +26% | -39% | -7% | 1.9× | 34.2% | -0.8% |
| CPH CPHN.SW | Switzerland | $422M | -1% | +4% | 9% | 1.1× | -5.9% | -5.6% |
| UFlex UFLEX.NS | India | $440M | +29% | +10% | 9% | 0.2× | n/a | n/a |
| ZRP Printing 301223.SZ | China | $441M | -23% | +8% | 5% | 0.9× | -6.3% | +7.8% |
| AGI Greenpac AGI.NS | India | $442M | +2% | +6% | 16% | 1.6× | 17.7% | +16.3% |
| Groupe Guillin ALGIL.PA | France | $411M | -14% | +4% | 8% | 0.5× | -5.9% | +7.4% |
| Forest Packaging 605500.SS | China | $410M | -28% | +47% | 0% | 1.0× | n/a | n/a |
| HySum Flexibles Global 300501.SZ | China | $445M | -22% | +12% | -2% | 2.8× | 25.2% | +9.1% |
| Kangxin New Materials 600076.SS | China | $403M | -40% | -20% | -76% | 14.1× | n/a | n/a |
| Xiamen Yanjan New Material 300658.SZ | China | $392M | -64% | +8% | 6% | 1.8× | 13.7% | +2.0% |
| Zhejiang Haers Vacuum Containers 002615.SZ | China | $466M | -31% | +4% | 3% | 0.8× | 1.9% | +16.8% |
| Shanghai Ailu Package 301062.SZ | China | $389M | -26% | +4% | -7% | 2.8× | n/a | n/a |
| Vetropack VETN.SW | Switzerland | $470M | -3% | -5% | 4% | 0.7× | 0.4% | +3.3% |
| Zhuhai Zhongfu Enterprise 000659.SZ | China | $471M | -39% | -10% | -2% | 4.8× | n/a | n/a |
| Shandong Xinjufeng Technology Packaging 301296.SZ | China | $386M | -21% | +34% | 2% | 1.3× | n/a | n/a |
| Bewi BEWI.OL | Norway | $483M | +3% | +6% | 4% | 0.9× | 6.7% | +13.5% |
| Hefei Hengxin Life Science and Technology 301501.SZ | China | $499M | -29% | +16% | 8% | 1.8× | n/a | n/a |
| Ningbo Solartron Technology 688299.SS | China | $507M | -34% | -15% | -11% | 3.7× | 16.7% | +0.9% |
| Shenzhen Prince New Materials 002735.SZ | China | $514M | -34% | +2% | -8% | 1.6× | n/a | n/a |
| Shanghai HIUV New Materials 688680.SS | China | $518M | -28% | -34% | -29% | 3.1× | 25.4% | -4.7% |