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Employees: 1,674
Size Septeni (4293.T) is a Japan Communication Services company (Advertising/Marketing Services) with a market value of $585M, the 989th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥450 on 6 Nov 2026.
Performance Over six months the shares gained 6.9%, against -13.2% for the median peer and +1.8% for the Japan market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 7.6% over the last twelve months (peer median -0.3%); the operating margin is 16.6% (peer median 0.6%).
Valuation It trades at 15.5× forward earnings against a peer median of 17.7× (6th cheapest of 12).
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 +11%, so the hurdle is -14 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.6 points above its cost of capital (5.0% WACC).
Next results Next results expected around 13 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥31.8B | ¥30.3B | ¥28.3B | ¥27.4B | ¥28.8B |
| Revenue growth | — | +7% | +3% | -5% | — |
| Gross profit | ¥24.3B | ¥23.2B | ¥22.2B | ¥22.0B | ¥22.0B |
| EBITDA | ¥5.98B | ¥5.06B | ¥3.80B | ¥4.75B | ¥6.43B |
| Net income | ¥5.72B | ¥3.49B | ¥5.53B | ¥3.46B | ¥5.73B |
| Free cash flow | ¥6.23B | ¥3.30B | ¥3.53B | ¥3.62B | ¥3.61B |
| Capital expenditure | ¥135M | ¥473M | ¥542M | ¥181M | ¥111M |
| Total debt | ¥82.3M | ¥4.82B | ¥4.39B | ¥4.89B | ¥3.09B |
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 | 4293.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -8.3% | +3.4% | 5th lowest of 21 |
| 6-month return | +6.9% | -13.2% | 7th highest of 21 |
| Distance from 52-week high | -22.7% | -36.9% | 7th highest of 21 |
| Revenue growth (TTM) | +7.6% | -0.3% | 7th highest of 21 |
| Operating margin | 16.6% | 0.6% | highest of 20 |
| Forward P/E | 15.5× | 17.7× | 6th cheapest of 12 |
| Growth the price implies (Req g, 7 yrs) | -2.7% | 8.1% | 5th least demanding of 15 |
| Growth delivered (Del g) | +11.1% | +8.8% | 6th highest of 15 |
| Hurdle (Req g minus delivered) | -13.7 pp | +3.3 pp | 4th least demanding of 15 |
| ROIC minus cost of capital | +2.6 pp | -6.3 pp | 7th highest of 20 |
| EV / EBITDA | 12.6× | 6.4× | 3rd most expensive of 9 |
| Net debt / EBITDA | -2.8× | 0.2× | least indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Septeni 4293.T | Japan | $585M | +7% | +8% | 17% | 15.5× | -2.7% | +11.1% |
| VECTOR 6058.T | Japan | $605M | +64% | +9% | 16% | 15.4× | -3.9% | +11.3% |
| oOh media OML.AX | Australia | $611M | +28% | +2% | 15% | 13.5× | 7.8% | +10.1% |
| Beijing Yuanlong Yato Culture Dissemination 002878.SZ | China | $557M | -27% | -21% | -2% | 33.2× | -2.9% | +8.6% |
| Shanxi Kexin Development 600234.SS | China | $649M | -32% | -23% | -11% | n/a | n/a | n/a |
| INNOCEAN Worldwide 214320.KS | South Korea | $518M | -11% | +2% | 8% | 6.0× | n/a | n/a |
| Chengdu B-Ray Media 600880.SS | China | $672M | -20% | -33% | -35% | 104.9× | 57.3% | -2.9% |
| New Huadu Technology Co., Ltd.Class A 002264.SZ | China | $676M | -23% | +8% | 5% | 23.7× | 5.7% | -9.3% |
| Guangdong Insight Brand Marketing 300781.SZ | China | $683M | -19% | -29% | n/a | n/a | 31.8% | +14.4% |
| QITIAN Technology 300061.SZ | China | $699M | -21% | -18% | -22% | n/a | 49.7% | -22.3% |
| GMO internet,Inc 4784.T | Japan | $724M | -34% | +81% | 12% | 17.7× | -11.2% | +17.9% |
| Lecron Industrial Development 300343.SZ | China | $738M | -29% | +46% | 1% | n/a | n/a | n/a |
| Apg Sga APGN.SW | Switzerland | $745M | +13% | +5% | 10% | 18.7× | -2.7% | +4.5% |
| Next 15 NFG.L | United Kingdom | $458M | +23% | -14% | 8% | 7.9× | 8.4% | +13.8% |
| Simei Media 002712.SZ | China | $454M | +7% | +14% | 0% | n/a | 32.2% | +14.2% |
| Criteo CRTO | United States | $756M | -6% | -7% | 8% | 4.1× | -19.8% | -1.3% |
| Hubei Century Network Technology 300494.SZ | China | $766M | -5% | -7% | -6% | n/a | n/a | n/a |
| Rego Interactive 2422.HK | Hong Kong | $443M | +105% | +96% | -5% | n/a | n/a | n/a |
| Guangdong Yowant Technology 002291.SZ | China | $786M | -15% | -22% | -15% | 40.6× | 36.3% | +9.0% |
| Boston Omaha BOC | United States | $410M | +20% | -2% | -5% | n/a | n/a | n/a |
| Advantage Solutions ADV | United States | $405M | -21% | +2% | 2% | n/a | 11.2% | +2.3% |