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Employees: 683
Size Stella Chemifa (4109.T) is a Japan Materials company (Chemicals: Specialty) with a market value of $332M, the 1293rd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥4,160 on 6 Nov 2026.
Performance Over six months the shares fell 22.4%, against -25.0% for the median peer and +1.8% for the Japan market (cap-weighted) — 10th highest of 21 in its peer set.
Growth Revenue grew 3.9% over the last twelve months (peer median +8.3%); the operating margin is 12.3% (peer median 2.0%).
Valuation It trades at 14.7× forward earnings against a peer median of 12.4× (4th most expensive of 10).
Price implies For today's price to make sense, revenue must grow about 7% a year for seven years (Req g). Recent delivered growth is +2%, so the hurdle is +4 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 1.9 points below its cost of capital (9.9% WACC).
Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥37.8B | ¥36.8B | ¥36.3B | ¥30.4B | ¥35.4B |
| Revenue growth | — | +1% | +19% | -14% | — |
| Gross profit | ¥8.65B | ¥8.58B | ¥8.26B | ¥6.45B | ¥7.41B |
| EBITDA | ¥7.63B | ¥7.53B | ¥7.15B | ¥5.49B | ¥6.11B |
| Net income | ¥3.32B | ¥3.06B | ¥2.89B | ¥1.84B | ¥2.28B |
| Free cash flow | n/a | ¥1.43B | ¥2.95B | ¥686M | ¥1.05B |
| Capital expenditure | n/a | ¥4.59B | ¥4.17B | ¥5.86B | ¥4.59B |
| Total debt | ¥5.27B | ¥5.75B | ¥5.56B | ¥5.12B | ¥4.14B |
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 | 4109.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -26.1% | -14.2% | 3rd lowest of 21 |
| 6-month return | -22.4% | -25.0% | 10th highest of 21 |
| Distance from 52-week high | -48.6% | -44.3% | 10th lowest of 21 |
| Revenue growth (TTM) | +3.9% | +8.3% | 9th lowest of 21 |
| Operating margin | 12.3% | 2.0% | 3rd highest of 21 |
| Forward P/E | 14.7× | 12.4× | 4th most expensive of 10 |
| Growth the price implies (Req g, 7 yrs) | 6.5% | 17.4% | least demanding of 6 |
| Growth delivered (Del g) | +2.3% | +9.1% | lowest of 6 |
| Hurdle (Req g minus delivered) | +4.3 pp | +12.0 pp | 2nd least demanding of 6 |
| ROIC minus cost of capital | -1.9 pp | -5.1 pp | 8th highest of 20 |
| EV / EBITDA | 5.9× | 8.9× | cheapest of 9 |
| Net debt / EBITDA | -1.0× | 3.2× | 2nd least indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Stella Chemifa 4109.T | Japan | $332M | -22% | +4% | 12% | 14.7× | 6.5% | +2.3% |
| Jiangsu HSC New Energy Materials 688353.SS | China | $332M | -35% | +153% | 39% | 12.9× | n/a | n/a |
| Guangdong Quanwei Technology 300716.SZ | China | $331M | +2% | +47% | -333% | n/a | n/a | n/a |
| Longxing Technology 002442.SZ | China | $335M | -27% | +7% | 1% | n/a | n/a | n/a |
| Tomoe Engineering 6309.T | Japan | $336M | +3% | +2% | 9% | 12.4× | n/a | n/a |
| Anhui Annada Titanium Industry 002136.SZ | China | $327M | -33% | +12% | 2% | n/a | n/a | n/a |
| PCC Rokita Spolka Akcyjna PCR.WA | Poland | $327M | -7% | -6% | 3% | 10.2× | 16.1% | +4.1% |
| Aekyung Chemical 161000.KS | South Korea | $326M | -41% | +3% | 2% | n/a | n/a | n/a |
| Zhejiang Wanfeng Chemical 603172.SS | China | $338M | -22% | +17% | 11% | n/a | n/a | n/a |
| Chung Hwa Chemical Industrial Works 1727.TW | Taiwan | $325M | -4% | +5% | 5% | n/a | n/a | n/a |
| Weifang Yaxing Chemical 600319.SS | China | $320M | -32% | -5% | -10% | n/a | n/a | n/a |
| Gevo GEVO | United States | $344M | -24% | +121% | -30% | 30.2× | n/a | n/a |
| Trualt Bioenergy TRUALT.NS | India | $320M | -26% | -5% | 14% | 10.4× | n/a | n/a |
| Styrenix Performance Materials STYRENIX.NS | India | $345M | -20% | +10% | 9% | 11.9× | 17.4% | +16.1% |
| Kiri Industries KIRIINDUS.NS | India | $345M | +16% | +11% | -25% | n/a | n/a | n/a |
| Toyo Gosei 4970.T | Japan | $346M | -55% | +16% | 12% | 12.2× | 15.9% | +9.1% |
| Jiangmen Kanhoo Industry 300340.SZ | China | $318M | -31% | +20% | -7% | n/a | 51.6% | +4.7% |
| Wuxi Acryl Technology 603722.SS | China | $346M | -37% | +34% | -15% | 64.7× | n/a | n/a |
| Juheshun Advanced Material 605166.SS | China | $348M | -37% | -19% | 2% | 16.4× | n/a | n/a |
| Yangfan New Materials (Zhejiang) 300637.SZ | China | $314M | -19% | +3% | 1% | n/a | 57.5% | +13.4% |
| Suzhou Fushilai Pharmaceutical 301258.SZ | China | $313M | -21% | -15% | -13% | n/a | n/a | n/a |