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Employees: 1,119
Size Aucnet (3964.T) is a Japan Consumer Discretionary company (Internet Retail) with a market value of $824M, the 829th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,355 on 6 Nov 2026.
Performance Over six months the shares gained 12.2%, against +0.5% for the median peer and +1.8% for the Japan market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 12.5% over the last twelve months (peer median +0.3%); the operating margin is 15.5% (peer median 2.2%).
Valuation It trades at 15.5× forward earnings against a peer median of 24.8× (4th cheapest of 16).
Price implies For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is +22%, so the hurdle is -22 pp: the price already allows for a slowdown.
Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥69.6B | ¥64.1B | ¥55.9B | ¥43.3B | ¥40.5B |
| Revenue growth | — | +15% | +29% | +7% | — |
| Gross profit | ¥27.6B | ¥26.8B | ¥22.0B | ¥18.0B | ¥17.2B |
| EBITDA | ¥11.7B | ¥10.4B | ¥7.88B | ¥7.45B | ¥7.48B |
| Net income | ¥7.04B | ¥5.92B | ¥4.49B | ¥4.37B | ¥4.35B |
| Free cash flow | n/a | ¥12.3B | ¥4.52B | ¥4.80B | ¥4.15B |
| Capital expenditure | n/a | ¥1.70B | ¥1.36B | ¥786M | ¥730M |
| Total debt | ¥0 | ¥0 | ¥0 | ¥0 | ¥0 |
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 | 3964.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -1.7% | -0.8% | 10th lowest of 21 |
| 6-month return | +12.2% | +0.5% | 7th highest of 21 |
| Distance from 52-week high | -16.1% | -27.9% | 4th highest of 21 |
| Revenue growth (TTM) | +12.5% | +0.3% | 4th highest of 21 |
| Operating margin | 15.5% | 2.2% | 3rd highest of 21 |
| Forward P/E | 15.5× | 24.8× | 4th cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | 0.1% | 8.2% | least demanding of 14 |
| Growth delivered (Del g) | +21.6% | +3.9% | 3rd highest of 14 |
| Hurdle (Req g minus delivered) | -21.6 pp | +6.7 pp | 3rd least demanding of 14 |
| EV / EBITDA | 8.6× | 9.9× | 4th cheapest of 9 |
| Net debt / EBITDA | -2.5× | 1.8× | 4th least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Aucnet 3964.T | Japan | $824M | +12% | +12% | 15% | 15.5× | 0.1% | +21.6% |
| Hangzhou Onechance Tech Crop 300792.SZ | China | $839M | -32% | -19% | 9% | 46.2× | 19.9% | -3.7% |
| Petco Health & Wellness WOOF | United States | $848M | +5% | -1% | 3% | 12.5× | 6.6% | +3.9% |
| THG THG.L | United Kingdom | $877M | +30% | +10% | -1% | n/a | n/a | n/a |
| Global Top E-Commerce 002640.SZ | China | $757M | -12% | -6% | 1% | n/a | 33.4% | -19.8% |
| Huakai Yibai Technology 300592.SZ | China | $966M | +27% | -11% | 7% | 15.7× | 3.4% | +132.3% |
| IndiaMART InterMESH INDIAMART.NS | India | $985M | -26% | +12% | 34% | 17.0× | 8.2% | +18.6% |
| AO World AO..L | United Kingdom | $687M | +6% | +11% | 4% | 13.3× | 3.0% | -5.3% |
| ASKUL 2678.T | Japan | $682M | +2% | -20% | -5% | 29.2× | n/a | n/a |
| Yiwu Huading Nylon 601113.SS | China | $670M | -28% | -5% | 1% | 41.2× | n/a | n/a |
| ASOS ASC.L | United Kingdom | $670M | +88% | -15% | -1% | n/a | 1.2% | -5.5% |
| NanJi E-Commerce 002127.SZ | China | $1.05B | -1% | -28% | -12% | 29.9× | 6.4% | -9.0% |
| Groupon GRPN | United States | $630M | -13% | +2% | 2% | 33.7× | 27.5% | -18.9% |
| Belluna 9997.T | Japan | $629M | +22% | +5% | 8% | n/a | n/a | n/a |
| Akso Health Group Sponsored ADR AHG | United States | $1.14B | -34% | -6% | -29% | n/a | n/a | n/a |
| Vedant Fashions MANYAVAR.NS | India | $1.22B | +6% | +2% | 32% | 29.6× | 21.4% | +21.5% |
| Guangzhou Ruoyuchen Technology 003010.SZ | China | $1.31B | -8% | +75% | 10% | 23.0× | 1.7% | +24.7% |
| Revolve RVLV | United States | $1.32B | -11% | +15% | 6% | 20.4× | n/a | n/a |
| Liquidity Services LQDT | United States | $1.37B | +21% | +5% | 9% | 24.8× | 16.2% | +18.3% |
| LuxExperience B.V. Sponsored ADR LUXE | United States | $1.40B | +20% | +111% | -6% | 194.0× | n/a | n/a |
| HelloFresh HFG.DE | Germany | $483M | -28% | -13% | 0% | 9.7× | 24.1% | +12.5% |