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Diversified Japanese group making cement, specialty chemicals (nylon/caprolactam), pharmaceuticals and machinery.
Diversified Japanese group making cement, specialty chemicals (nylon/caprolactam), pharmaceuticals and machinery.
Combines a heavy-materials business that sells cement and limestone with specialty chemicals, such as nylon and caprolactam, a raw material for nylon, polyimide film, and machinery. It has been moving toward specialty products, putting its cement business into a joint venture with Mitsubishi Materials.
In one line: A Japanese industrial conglomerate spanning cement to nylon chemicals.
Moat: none (scale). Multi-segment industrial conglomerate without a dominant edge in any single business globally.
Headquarters: Tokyo/Ube, Japan · Founded: 1897 · Employees: 7,968
Size Ube (4208.T) is a Japan Materials company (Chemicals: Specialty) with a market value of $1.94B, the 496th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥3,138 on 6 Nov 2026.
Performance Over six months the shares gained 32.6%, against -28.3% for the median peer and +1.8% for the Japan market (cap-weighted) — 3rd highest of 20 in its peer set.
Growth Revenue grew 2.5% over the last twelve months (peer median +18.1%); the operating margin is 4.5% (peer median 8.8%).
Valuation It trades at 12.0× forward earnings against a peer median of 14.7× (5th cheapest of 18).
Capital Return on invested capital runs 3.6 points below its cost of capital (5.6% WACC).
Next results Next results expected around 4 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥484B | ¥462B | ¥487B | ¥468B | ¥495B |
| Revenue growth | — | -5% | +4% | -5% | — |
| Gross profit | ¥111B | ¥104B | ¥91.4B | ¥87.0B | ¥82.8B |
| EBITDA | ¥50.5B | ¥46.4B | ¥45.5B | ¥49.2B | ¥41.7B |
| Net income | ¥23.7B | ¥23.9B | -¥4.82B | ¥29.0B | -¥7.03B |
| Free cash flow | -¥16.3B | -¥12.5B | -¥23.1B | ¥22.0B | -¥8.70B |
| Capital expenditure | ¥78.0B | ¥72.4B | ¥58.9B | ¥31.0B | ¥26.8B |
| Total debt | ¥333B | ¥358B | ¥331B | ¥244B | ¥237B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Ube 4208.T | $1.94B | +33% | +3% | 4% | 12.0× | n/a |
| Taiheiyo Cement 5233.T | $3.03B | +19% | +1% | 8% | 7.7× | 0.8% |
| Sumitomo Chemical 4005.T | $4.93B | -7% | -2% | 5% | 6.9× | 1.1% |
| Toray Industries 3402.T | $11.1B | +6% | +6% | 6% | 16.6× | 5.5% |
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 | 4208.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -7.7% | -11.1% | 8th highest of 21 |
| 6-month return | +32.6% | -28.3% | 3rd highest of 20 |
| Distance from 52-week high | -15.5% | -49.8% | 2nd highest of 21 |
| Revenue growth (TTM) | +2.5% | +18.1% | 5th lowest of 20 |
| Operating margin | 4.5% | 8.8% | 7th lowest of 21 |
| Forward P/E | 12.0× | 14.7× | 5th cheapest of 18 |
| ROIC minus cost of capital | -3.6 pp | +0.8 pp | 6th lowest of 21 |
| EV / EBITDA | 11.7× | 10.6× | 3rd most expensive of 8 |
| Net debt / EBITDA | 5.3× | -1.0× | 2nd most indebted of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Ube 4208.T | Japan | $1.94B | +33% | +3% | 4% | 12.0× | n/a | n/a |
| Chemours CC | United States | $1.92B | -45% | -1% | 3% | 8.2× | 16.1% | +3.2% |
| Guangdong Huate Gas 688268.SS | China | $1.92B | -47% | +27% | 13% | 56.1× | 35.6% | +7.2% |
| Minerals Technologies MTX | United States | $1.91B | -22% | +5% | 13% | 9.8× | 0.5% | +5.4% |
| Lily 603823.SS | China | $1.91B | +85% | +2% | 10% | 58.1× | 27.9% | +1.4% |
| Standard Nuclear STDN | United States | $1.90B | n/a | n/a | -288% | n/a | n/a | n/a |
| Lianhe Chemical Technology 002250.SZ | China | $1.90B | -16% | +28% | 13% | 19.7× | -3.4% | +6.1% |
| Garware Hi-Tech Films GRWRHITECH.NS | India | $1.88B | +40% | +15% | 21% | 37.7× | 38.8% | +16.6% |
| Verbio VBK.DE | Germany | $1.88B | -37% | +19% | 5% | 13.2× | 1.1% | +12.8% |
| Inner Mongolia Shuangxin Environment-Friendly Material 001369.SZ | China | $1.87B | -28% | +3% | 15% | n/a | n/a | n/a |
| Zibo Qixiang Tengda Chemical 002408.SZ | China | $1.87B | -33% | +18% | -1% | 220.0× | 3.7% | -0.8% |
| Transfar Zhilian 002010.SZ | China | $1.87B | -21% | -30% | 5% | 16.1× | n/a | n/a |
| Ganzhou Teng Yuan Cobalt New Material 301219.SZ | China | $1.85B | -53% | +64% | 10% | 12.5× | n/a | n/a |
| Dongyue 0189.HK | Hong Kong | $2.04B | -28% | +8% | 19% | 5.6× | -12.4% | +6.6% |
| Ningbo Ronbay New Energy Technology 688005.SS | China | $2.05B | -45% | +41% | 1% | 37.8× | n/a | n/a |
| Jiangsu Lopal Tech 603906.SS | China | $1.82B | -54% | +96% | 7% | 14.7× | n/a | n/a |
| Shaanxi Beiyuan Chemical Industry 601568.SS | China | $2.11B | -9% | -8% | -4% | 11.8× | 11.8% | -1.8% |
| Fuso Chemical 4368.T | Japan | $1.79B | -19% | +17% | 26% | 13.1× | 8.4% | +12.8% |
| SKC 011790.KS | South Korea | $2.14B | -46% | +24% | -9% | n/a | n/a | n/a |
| Crystal Clear Electronic Material 300655.SZ | China | $1.75B | -25% | +27% | 7% | 78.2× | n/a | n/a |
| Zhejiang Yonghe Refrigerant 605020.SS | China | $2.17B | +5% | +25% | 18% | 13.3× | n/a | n/a |