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← CockpitCompetitor Analysis › 4413.T baudroie,inc.Open in the cockpit ↗

baudroie,inc.4413.TCompetitor analysis, valuation and peers

Japan · JPY·Information Technology›Information Technology Services
Momentum leader 90
Mkt cap
$600M
US dollars, full cap
Free float
37%
of shares outstanding
$/day
$3.61M
20-day average traded
Fwd P/E
28.6×
forward earnings
ROIC−WACC
+37.6 pp
WACC 6.2%
Hurdle
-33 pp
Req g minus delivered
Next earnings
69 days
14 Jan 2027
Close · JPY¥2,938
1D0.0%
1W+0.1%
1M-1.6%
3M+6.2%
6M+48.4%
YTD+28.8%
1Y-7.2%
ATR %0.6%
52w lowhigh10.7% off high

What baudroie,inc does

Employees: 3,704

baudroie,inc at a glance

Size baudroie,inc (4413.T) is a Japan Information Technology company (Information Technology Services) with a market value of $600M, the 978th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,938 on 6 Nov 2026.

Performance Over six months the shares gained 48.4%, against -10.4% for the median peer and +1.8% for the Japan market (cap-weighted) — 2nd highest of 21 in its peer set.

Growth Revenue grew 48.7% over the last twelve months (peer median +9.8%); the operating margin is 17.9% (peer median -2.2%).

Valuation It trades at 28.6× forward earnings against a peer median of 29.5× (5th cheapest of 10).

Price implies For today's price to make sense, revenue must grow about 8% a year for seven years (Req g). Recent delivered growth is +41%, so the hurdle is -33 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 37.6 points above its cost of capital (6.2% WACC).

Next results Next results expected around 14 Jan 2027 (exchange calendar; dates can move).

Relative performance

7510012515011 May 202611 Aug 20266 Nov 20264413.T 146Peer median 91
Six months, rebased to 100: baudroie,inc against the median of its 20 peers (local-currency closes).

baudroie,inc financials

Reported figures in JPY; fiscal year ends 2026-02-28. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥20.9B¥17.4B¥11.6B¥7.33B¥5.24B
Revenue growth—+50%+59%+40%—
Gross profit¥6.95B¥5.71B¥4.03B¥2.62B¥1.88B
EBITDA¥4.07B¥3.66B¥2.72B¥1.64B¥1.02B
Net income¥2.60B¥2.46B¥1.80B¥1.16B¥794M
Free cash flown/a¥2.85B¥1.95B¥1.09B¥849M
Capital expendituren/a¥24.8M¥1.78M¥166M¥3.07M
Total debt¥3.38B¥2.52B¥1.79B¥1.25B¥560M

Quarterly statements and history in the cockpit →

baudroie,inc competitor charts

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.

Performance: 6-month against 1-month return

-20%0%+20%+40%-10%0%+10%603206600289300541MUM688768CD2506603138600288301273300096VRC688175COK002642VTEXSGN6031514413.T6-month return →1-month return →
Up and to the right = strong over both horizons. baudroie,inc is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%0×100×200×300×MUM6887682506603138VRCCOKVTEXSGN6031514413.TRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. baudroie,inc is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%603206MUM300608VRC688175COK002642VTEXSGN6031514413.TGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. baudroie,inc is the large dot.

baudroie,inc competitors and peer comparison

How baudroie,inc compares with its peers

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.

baudroie,inc against its 20 peers (data as of 6 Nov 2026)
Measure4413.TPeer medianRank in peer set
1-month return-1.6%-2.0%10th highest of 21
6-month return+48.4%-10.4%2nd highest of 21
Distance from 52-week high-10.7%-30.0%highest of 21
Revenue growth (TTM)+48.7%+9.8%4th highest of 21
Operating margin17.9%-2.2%4th highest of 21
Forward P/E28.6×29.5×5th cheapest of 10
Growth the price implies (Req g, 7 yrs)8.4%18.1%5th least demanding of 11
Growth delivered (Del g)+41.4%+8.3%highest of 11
Hurdle (Req g minus delivered)-33.0 pp-0.1 ppleast demanding of 11
ROIC minus cost of capital+37.6 pp-4.4 pp2nd highest of 20
EV / EBITDA22.6×14.7×most expensive of 5
Net debt / EBITDA-0.7×-0.1×3rd least indebted of 6

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
baudroie,inc 4413.TJapan$600M+48%+49%18%28.6×8.4%+41.4%
Bestlink Technologies 603206.SSChina$598M-21%+10%1%n/a26.9%+9.9%
Bright Oceans Inter-Telecom 600289.SSChina$588M0%+231%-36%n/an/an/a
Beijing Advanced Digital Technology 300541.SZChina$575M-26%+24%1%n/an/an/a
Mensch und Maschine Software MUM.DEGermany$627M-5%+8%19%16.0×0.6%-0.4%
Anhui Ronds Science & Technology 688768.SSChina$629M+16%-5%-5%32.0×n/an/a
Chaince Digital CDUnited States$567M-18%+278%-177%n/an/an/a
Xunfei Healthcare Technology 2506.HKHong Kong$641M-17%+25%-7%326.1×n/an/a
Beijing Vastdata Technology 603138.SSChina$642M-19%+18%-25%57.0×n/an/a
Daheng New Epoch Technology 600288.SSChina$644M-35%-3%11%n/an/an/a
Shanghai Rychen Technologies 301273.SZChina$645M+60%-6%-30%n/an/an/a
SI-TECH Information Technology 300608.SZChina$558M-29%-18%-25%n/a30.5%-3.8%
YLZ Information Technology 300096.SZChina$555M-5%+3%-6%n/an/an/a
Vercom VRC.WAPoland$656M-3%0%24%20.6×13.1%+32.2%
Zhuhai Comleader Information Science & Technology 688175.SSChina$657M-8%-20%-10%n/a38.7%-10.3%
Cancom COK.DEGermany$662M-20%-1%3%17.4×6.5%+7.8%
Shenzhen Sunwin Intelligent 300044.SZChina$663M-14%+116%-679%n/an/an/a
Ronglian 002642.SZChina$664M-13%+18%1%n/a43.6%-7.1%
VTEX VTEXUnited States$666M+6%+10%13%18.3×4.2%+19.5%
Sygnity SGN.WAPoland$538M+16%+27%26%29.5×-2.8%+8.8%
Shandong Teamgene Technology 603151.SSChina$537M+32%+17%0%36.4×23.1%+27.0%

Questions

Which companies are baudroie,inc's closest peers?
The cockpit's peer set: Bestlink Technologies (603206.SS), Bright Oceans Inter-Telecom (600289.SS), Beijing Advanced Digital Technology (300541.SZ), Mensch und Maschine Software (MUM.DE), Anhui Ronds Science & Technology (688768.SS), Chaince Digital (CD), Xunfei Healthcare Technology (2506.HK), Beijing Vastdata Technology (603138.SS).
Is baudroie,inc expensive compared with its peers?
On forward p/e it trades at 28.6× against a peer median of 29.5×, 5th cheapest of 10 in its peer set. For today's price to make sense, revenue must grow about 8% a year for seven years (Req g). Recent delivered growth is +41%, so the hurdle is -33 pp: the price already allows for a slowdown.
How has baudroie,inc stock performed?
Over six months to 6 Nov 2026 the shares returned +48.4% against -10.4% for the median peer; over one year -7.2%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.