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Employees: 1,621
Size Sekisui Jushi (4212.T) is a Japan Information Technology company (Computer Communications) with a market value of $516M, the 1054th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,691 on 6 Nov 2026.
Performance Over six months the shares gained 28.4%, against -14.7% for the median peer and +1.8% for the Japan market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue grew 4.7% over the last twelve months (peer median +6.4%); the operating margin is 7.1% (peer median -2.6%).
Valuation It trades at 0.9× enterprise value to sales against a peer median of 3.2× (5th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 2% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is -2 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.0 points below its cost of capital (6.2% WACC).
Next results Next results expected around 28 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥79.7B | ¥78.2B | ¥74.2B | ¥62.8B | ¥65.9B |
| Revenue growth | — | +5% | +18% | -5% | — |
| Gross profit | ¥25.2B | ¥24.3B | ¥22.3B | ¥19.1B | ¥20.1B |
| EBITDA | ¥10.0B | ¥9.72B | ¥8.55B | ¥7.55B | ¥10.2B |
| Net income | ¥5.86B | ¥3.98B | ¥3.54B | ¥4.67B | ¥6.65B |
| Free cash flow | ¥4.14B | ¥3.73B | ¥3.62B | -¥684M | ¥3.81B |
| Capital expenditure | ¥1.83B | ¥5.30B | ¥3.25B | ¥1.88B | ¥1.22B |
| Total debt | ¥10.4B | ¥14.5B | ¥14.5B | ¥10.4B | ¥934M |
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 | 4212.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -8.3% | -13.0% | 8th highest of 21 |
| 6-month return | +28.4% | -14.7% | 3rd highest of 21 |
| Distance from 52-week high | -15.4% | -34.0% | 3rd highest of 21 |
| Revenue growth (TTM) | +4.7% | +6.4% | 8th lowest of 21 |
| Operating margin | 7.1% | -2.6% | 4th highest of 21 |
| EV / Sales | 0.9× | 3.2× | 5th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 1.8% | 12.6% | 6th least demanding of 13 |
| Growth delivered (Del g) | +3.8% | +6.1% | 6th lowest of 13 |
| Hurdle (Req g minus delivered) | -2.1 pp | +12.0 pp | 6th least demanding of 13 |
| ROIC minus cost of capital | -2.0 pp | -10.3 pp | 8th highest of 21 |
| EV / EBITDA | 7.4× | 11.8× | 2nd cheapest of 5 |
| Net debt / EBITDA | -0.9× | -0.5× | 3rd least indebted of 5 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sekisui Jushi 4212.T | Japan | $516M | +28% | +5% | 7% | 0.9× | 1.8% | +3.8% |
| Cheng Uei Precision Industry 2392.TW | Taiwan | $499M | -8% | -10% | -12% | 0.6× | n/a | n/a |
| Zero One Technology 3029.TW | Taiwan | $566M | +10% | +76% | 6% | 0.6× | -9.2% | +20.4% |
| Wuhan Ligong Guangke 300557.SZ | China | $461M | -28% | +3% | 5% | 3.6× | 31.7% | +11.1% |
| Beijing Bohui Science & Technology 688004.SS | China | $455M | +63% | -33% | -42% | 24.2× | 39.5% | -9.9% |
| Allot ALLT | United States | $422M | +10% | +14% | 7% | 3.0× | 23.1% | -5.6% |
| Zyxel 3704.TW | Taiwan | $414M | -4% | +5% | 5% | 0.5× | -5.7% | +2.6% |
| Nippon Signal 6741.T | Japan | $645M | -3% | +10% | 11% | 0.7× | -7.9% | +4.2% |
| Guangdong Champion Asia Electronics 603386.SS | China | $670M | +3% | +15% | 3% | 2.1× | n/a | n/a |
| Wanma Technology 300698.SZ | China | $397M | -48% | +6% | 3% | 3.5× | 32.9% | +8.5% |
| Nedap NEDAP.AS | Netherlands | $691M | +6% | +13% | 12% | 2.1× | -3.6% | +8.1% |
| Zhongfu Information 300659.SZ | China | $384M | -24% | -28% | -27% | 4.1× | 35.0% | -6.1% |
| Yarward Electronics 301337.SZ | China | $360M | -16% | +20% | -10% | 6.6× | n/a | n/a |
| Big Technologies BIG.L | United Kingdom | $353M | -14% | +7% | -36% | 3.8× | n/a | n/a |
| Dnake (Xiamen) Intelligent Technology 300884.SZ | China | $351M | -27% | +6% | -8% | 2.8× | n/a | n/a |
| Beijing Transtrue Technology 002771.SZ | China | $334M | -28% | -43% | -18% | 7.0× | -0.5% | -11.0% |
| Guangdong Weide Information Technology 688171.SS | China | $334M | -48% | +39% | 2% | 13.4× | n/a | n/a |
| SOLiD 050890.KS | South Korea | $321M | -57% | +10% | 10% | 1.4× | 2.0% | +11.5% |
| Guangdong Anjubao Digital Technology 300155.SZ | China | $320M | -24% | -26% | -42% | 10.7× | n/a | n/a |
| Jiangsu Yunyong Electronics and Technology 688060.SS | China | $312M | -27% | +7% | -10% | 5.5× | n/a | n/a |
| SmartRent SMRT | United States | $305M | +42% | +4% | -12% | 1.4× | 37.3% | +23.7% |