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Employees: 839
Size Soft99 (4464.T) is a Japan Industrials company (Wholesale Distributors) with a market value of $562M, the 1005th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥4,060 on 6 Nov 2026.
Performance Over six months the shares gained 11.4%, against -10.6% for the median peer and +1.8% for the Japan market (cap-weighted) — 5th highest of 20 in its peer set.
Growth Revenue grew 5.1% over the last twelve months (peer median +8.3%); the operating margin is 14.3% (peer median 4.7%).
Valuation It trades at 2.0× enterprise value to sales against a peer median of 1.2× (7th most expensive 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 +3%, so the hurdle is -1 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.9 points above its cost of capital (5.9% WACC).
Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥31.7B | ¥31.2B | ¥29.7B | ¥29.9B | ¥30.2B |
| Revenue growth | — | +5% | 0% | -1% | — |
| Gross profit | ¥12.2B | ¥11.6B | ¥11.1B | ¥10.5B | ¥10.4B |
| EBITDA | ¥5.73B | ¥5.42B | ¥5.03B | ¥4.55B | ¥4.20B |
| Net income | ¥3.17B | ¥2.96B | ¥2.91B | ¥2.63B | ¥2.06B |
| Free cash flow | ¥2.51B | ¥1.86B | ¥2.53B | ¥3.01B | ¥658M |
| Capital expenditure | ¥1.62B | ¥1.68B | ¥1.72B | ¥1.11B | ¥2.20B |
| Total debt | ¥556M | ¥151M | ¥208M | ¥298M | ¥382M |
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 | 4464.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.2% | -6.1% | 6th highest of 21 |
| 6-month return | +11.4% | -10.6% | 5th highest of 20 |
| Distance from 52-week high | -3.1% | -27.7% | 2nd highest of 21 |
| Revenue growth (TTM) | +5.1% | +8.3% | 9th lowest of 21 |
| Operating margin | 14.3% | 4.7% | 2nd highest of 21 |
| EV / Sales | 2.0× | 1.2× | 7th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 1.9% | 4.2% | 7th least demanding of 14 |
| Growth delivered (Del g) | +3.1% | +8.6% | 5th lowest of 14 |
| Hurdle (Req g minus delivered) | -1.2 pp | -4.4 pp | 7th most demanding of 14 |
| ROIC minus cost of capital | +2.9 pp | -0.9 pp | 6th highest of 21 |
| EV / EBITDA | 11.3× | 9.7× | 4th most expensive of 11 |
| Net debt / EBITDA | -4.1× | 2.3× | 2nd least indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Soft99 4464.T | Japan | $562M | +11% | +5% | 14% | 2.0× | 1.9% | +3.1% |
| Gifore Agricultural Science & Technology Service 300022.SZ | China | $571M | -21% | +8% | 0% | 1.5× | 39.8% | +2.1% |
| Zheshang Development 000906.SZ | China | $554M | -18% | +13% | 0% | 0.1× | n/a | n/a |
| Vulcan Steel VSL.AX | Australia | $573M | -1% | +15% | 6% | 1.3× | 16.3% | +8.0% |
| ACG Metals ACG.L | United Kingdom | $548M | +15% | +16% | 44% | 4.5× | n/a | n/a |
| Shanghai Material Trading 600822.SS | China | $548M | -12% | -47% | -1% | 1.9× | 31.1% | -26.6% |
| Gansu Engineering Consulting 000779.SZ | China | $539M | -11% | +6% | 4% | 0.9× | -2.8% | -3.7% |
| Grand Industrial 000626.SZ | China | $536M | -24% | -7% | 0% | 0.1× | n/a | n/a |
| Kunshan TopA Intelligent Equipment 300836.SZ | China | $534M | -36% | +111% | 10% | 3.5× | n/a | n/a |
| Seika 8061.T | Japan | $594M | -13% | +12% | 8% | 0.9× | 4.2% | +8.6% |
| Nichiden 9902.T | Japan | $532M | +22% | +9% | 5% | 0.5× | -3.8% | +6.5% |
| Alligo ALLIGO-B.ST | Sweden | $600M | -15% | +5% | 6% | 0.9× | 0.5% | +9.7% |
| Guomai Culture & Media 301052.SZ | China | $603M | +26% | -34% | -19% | 8.6× | n/a | n/a |
| China National Complete Plant Import & Export 000151.SZ | China | $524M | -16% | +16% | 1% | 2.3× | n/a | n/a |
| Doright 300950.SZ | China | $522M | -24% | +9% | 7% | 6.7× | 37.0% | +17.4% |
| Titan Machinery TITN | United States | $521M | +3% | -11% | 0% | 0.6× | -11.7% | +11.5% |
| Salix SALIX.ST | Sweden | $521M | n/a | +15% | 8% | 1.8× | 1.1% | +14.7% |
| Meier Tobler MTG.SW | Switzerland | $610M | +41% | +2% | 4% | 1.1× | 5.5% | +0.4% |
| ADENTRA ADEN.TO | Canada | $610M | +2% | +1% | 4% | 0.6× | -0.4% | +20.3% |
| Zhejiang Jindao Technology 301279.SZ | China | $516M | -9% | +12% | 10% | 4.2× | n/a | n/a |
| Xinjiang Hongtong Natural Gas 605169.SS | China | $514M | -4% | -5% | 6% | 1.0× | 6.6% | +31.5% |