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Employees: 221
Size Global Security Experts (4417.T) is a Japan Information Technology company (Information Technology Services) with a market value of $822M, the 831st largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥8,470 on 6 Nov 2026.
Performance Over six months the shares gained 239.2%, against +11.9% for the median peer and +1.8% for the Japan market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue grew 25.2% over the last twelve months (peer median -0.3%); the operating margin is 20.9% (peer median 1.1%).
Valuation It trades at 50.8× forward earnings against a peer median of 16.2× (3rd most expensive of 14).
Price implies For today's price to make sense, revenue must grow about 34% a year for seven years (Req g). Recent delivered growth is +30%, 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 33.1 points above its cost of capital (9.9% WACC).
Next results Next results expected around 2 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥12.2B | ¥11.0B | ¥8.80B | ¥7.00B | ¥5.56B |
| Revenue growth | — | +25% | +26% | +26% | — |
| Gross profit | ¥4.53B | ¥4.00B | ¥3.07B | ¥2.26B | ¥1.76B |
| EBITDA | n/a | ¥2.30B | ¥1.69B | ¥1.18B | ¥793M |
| Net income | ¥2.18B | ¥1.49B | ¥1.01B | ¥783M | ¥488M |
| Free cash flow | n/a | ¥1.13B | ¥740M | ¥711M | ¥592M |
| Capital expenditure | n/a | ¥49.6M | ¥282M | ¥2.91M | ¥44.2M |
| Total debt | ¥1.20B | ¥1.61B | ¥1.93B | ¥1.75B | ¥222M |
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 | 4417.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +31.9% | +0.7% | 3rd highest of 21 |
| 6-month return | +239.2% | +11.9% | highest of 21 |
| Distance from 52-week high | -2.4% | -35.2% | highest of 21 |
| Revenue growth (TTM) | +25.2% | -0.3% | highest of 21 |
| Operating margin | 20.9% | 1.1% | highest of 21 |
| Forward P/E | 50.8× | 16.2× | 3rd most expensive of 14 |
| Growth the price implies (Req g, 7 yrs) | 34.4% | 12.7% | 4th most demanding of 15 |
| Growth delivered (Del g) | +30.2% | +12.8% | highest of 15 |
| Hurdle (Req g minus delivered) | +4.2 pp | -2.1 pp | 6th most demanding of 15 |
| ROIC minus cost of capital | +33.1 pp | -2.5 pp | 2nd highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Global Security Experts 4417.T | Japan | $822M | +239% | +25% | 21% | 50.8× | 34.4% | +30.2% |
| Qiming Information Technology 002232.SZ | China | $822M | -24% | -4% | 1% | n/a | n/a | n/a |
| GFT Technologies GFT.DE | Germany | $819M | +35% | +3% | 6% | 16.2× | 3.7% | +14.8% |
| Beijing Watertek Information Technology 300324.SZ | China | $834M | -35% | -44% | -32% | n/a | n/a | n/a |
| Memsensing Microsystems (Suzhou China) 688286.SS | China | $807M | +46% | -7% | -6% | 104.5× | 48.4% | +13.4% |
| MediaAlpha MAX | United States | $841M | +56% | +15% | 7% | 12.1× | -0.7% | +13.7% |
| OneSpan OSPN | United States | $797M | +77% | +5% | 18% | 16.1× | 14.6% | +2.4% |
| Beijing E-Hualu Information Technology 300212.SZ | China | $794M | +13% | -23% | -702% | 32.3× | 47.3% | -29.0% |
| SNP Schneider-Neureither & Partner SHF.DE | Germany | $793M | +18% | +15% | 20% | 28.9× | 2.8% | +15.6% |
| Addnode ANOD-B.ST | Sweden | $859M | +35% | +5% | 10% | 16.0× | 4.5% | +8.8% |
| Yunnan Nantian Electronics Information 000948.SZ | China | $783M | -8% | -8% | 1% | n/a | 15.7% | +18.7% |
| Chutian Dragon 003040.SZ | China | $869M | -15% | -23% | -7% | 40.5× | n/a | n/a |
| Mitek Systems MITK | United States | $778M | +10% | +11% | 18% | 15.5× | 10.9% | +12.1% |
| TechMatrix 3762.T | Japan | $762M | +67% | +15% | 10% | 21.6× | -7.5% | +18.3% |
| Beijing Join-Cheer Software 002279.SZ | China | $750M | -22% | -34% | 0% | n/a | 41.2% | -1.7% |
| ArcherMind Technology 300598.SZ | China | $906M | -24% | +7% | -5% | n/a | n/a | n/a |
| Tanla Platforms TANLA.NS | India | $915M | +14% | +18% | 14% | 14.6× | 15.0% | +13.5% |
| Beijing Philisense Technology 300287.SZ | China | $736M | -21% | -52% | -25% | n/a | n/a | n/a |
| Sinodata 002657.SZ | China | $734M | -30% | -31% | -33% | 206.1× | n/a | n/a |
| Asseco South Eastern Europe ASE.WA | Poland | $940M | +20% | +7% | 16% | 16.0× | -0.9% | +11.9% |
| Insigma Technology 600797.SS | China | $943M | -28% | -13% | 0% | n/a | 20.0% | -2.9% |