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Employees: 1,155
Size DKS (4461.T) is a Japan Materials company (Chemicals: Specialty) with a market value of $530M, the 1038th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥7,900 on 6 Nov 2026.
Performance Over six months the shares fell 5.7%, against -15.2% for the median peer and +1.8% for the Japan market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue grew 31.4% over the last twelve months (peer median +11.9%); the operating margin is 15.0% (peer median 1.3%).
Valuation It trades at 8.7× forward earnings against a peer median of 10.6× (3rd cheapest of 10).
Price implies For today's price to make sense, revenue must grow about 5% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -2 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.3 points below its cost of capital (14.2% WACC).
Next results Next results expected around 28 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥99.1B | ¥82.9B | ¥73.3B | ¥63.1B | ¥65.1B |
| Revenue growth | — | +13% | +16% | -3% | — |
| Gross profit | ¥30.9B | ¥24.5B | ¥18.0B | ¥13.2B | ¥12.8B |
| EBITDA | ¥18.1B | ¥13.3B | ¥8.57B | ¥5.29B | ¥4.56B |
| Net income | ¥9.17B | ¥6.17B | ¥2.58B | ¥1.17B | -¥406M |
| Free cash flow | n/a | ¥6.34B | ¥5.39B | ¥4.59B | -¥2.11B |
| Capital expenditure | n/a | ¥3.62B | ¥2.14B | ¥2.50B | ¥2.83B |
| Total debt | ¥25.6B | ¥29.1B | ¥31.3B | ¥35.1B | ¥32.5B |
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 | 4461.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -51.7% | -15.3% | lowest of 21 |
| 6-month return | -5.7% | -15.2% | 5th highest of 21 |
| Distance from 52-week high | -54.2% | -44.3% | 3rd lowest of 21 |
| Revenue growth (TTM) | +31.4% | +11.9% | 3rd highest of 21 |
| Operating margin | 15.0% | 1.3% | 2nd highest of 21 |
| Forward P/E | 8.7× | 10.6× | 3rd cheapest of 10 |
| Growth the price implies (Req g, 7 yrs) | 5.3% | 26.4% | 4th least demanding of 9 |
| Growth delivered (Del g) | +7.0% | +3.8% | 4th highest of 9 |
| Hurdle (Req g minus delivered) | -1.7 pp | +18.0 pp | 4th least demanding of 9 |
| ROIC minus cost of capital | -0.3 pp | -5.1 pp | 5th highest of 21 |
| EV / EBITDA | 5.2× | 16.9× | cheapest of 8 |
| Net debt / EBITDA | 0.2× | -0.2× | 4th most indebted of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| DKS 4461.T | Japan | $530M | -6% | +31% | 15% | 8.7× | 5.3% | +7.0% |
| Jiangsu Feymer Technology 688350.SS | China | $528M | -14% | -6% | -1% | n/a | 30.2% | +4.2% |
| Suzhou Sunmun Technology 300522.SZ | China | $534M | -15% | -5% | -2% | 17.3× | n/a | n/a |
| Qianjiang Yongan Pharmaceutical 002365.SZ | China | $523M | -12% | +26% | 4% | n/a | 24.7% | -7.8% |
| Jiangsu Jiangnan High Polymer Fiber 600527.SS | China | $538M | -30% | +2% | 1% | n/a | 40.2% | -14.6% |
| Puyang Huicheng Electronic Material 300481.SZ | China | $540M | -16% | +11% | 9% | 17.4× | n/a | n/a |
| Shandong Lubei Chemical 600727.SS | China | $545M | -15% | +6% | 7% | n/a | n/a | n/a |
| Gansu Yatai Industrial Developent 000691.SZ | China | $516M | -6% | +29% | 0% | n/a | n/a | n/a |
| Sichuan Meifeng Chemical Industry 000731.SZ | China | $509M | -14% | -13% | -6% | n/a | n/a | n/a |
| Shandong Haihua 000822.SZ | China | $509M | -36% | -10% | -33% | n/a | n/a | n/a |
| Jiangsu Jinji Industrial 300798.SZ | China | $507M | -33% | +28% | 0% | n/a | n/a | n/a |
| Hangzhou Flariant 605566.SS | China | $505M | -23% | +22% | 8% | n/a | n/a | n/a |
| Jinneng Science & Technology 603113.SS | China | $559M | -34% | +6% | -4% | n/a | n/a | n/a |
| Advanced Nano Products 121600.KS | South Korea | $565M | -23% | +33% | 12% | 57.5× | 28.1% | +18.2% |
| Great Chinasoft Technology 002453.SZ | China | $497M | -27% | -5% | -54% | n/a | n/a | n/a |
| Koppers KOP | United States | $567M | -32% | -5% | 10% | 6.7× | -7.1% | +2.4% |
| Tidewater Renewables LCFS.TO | Canada | $495M | +97% | +24% | 20% | 10.5× | -3.0% | +126.4% |
| IOL Chemicals & Pharmaceuticals IOLCP.NS | India | $569M | +87% | +19% | 9% | 21.6× | 29.8% | +3.5% |
| Kanto Denka Kogyo 4047.T | Japan | $570M | -6% | +13% | 12% | 9.8× | n/a | n/a |
| Guangdong Yussen Energy Technology 002986.SZ | China | $571M | -30% | +57% | 2% | 7.4× | -5.0% | +27.8% |
| Grand Pacific Petrochemical 1312.TW | Taiwan | $571M | +3% | +28% | -15% | 10.6× | n/a | n/a |