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Medley, Inc.4480.TCompetitor analysis, valuation and peers

Japan · JPY·Industrials›Miscellaneous Commercial Services
Momentum strong 75
Mkt cap
$463M
US dollars, full cap
Free float
66%
of shares outstanding
$/day
$3.82M
20-day average traded
Fwd P/E
28.4×
forward earnings
ROIC−WACC
+2.0 pp
WACC 8.0%
Hurdle
-24 pp
Req g minus delivered
Next earnings
6 days
12 Nov 2026
Close · JPY¥2,295
1D-7.0%
1W-2.5%
1M0.0%
3M+14.1%
6M+1.9%
YTD-2.6%
1Y+1.7%
ATR %4.2%
52w lowhigh24.5% off high

What Medley does

Employees: 1,815

Medley at a glance

Size Medley (4480.T) is a Japan Industrials company (Miscellaneous Commercial Services) with a market value of $463M, the 1118th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,295 on 6 Nov 2026.

Performance Over six months the shares gained 1.9%, against -15.7% for the median peer and +1.8% for the Japan market (cap-weighted) — 5th highest of 21 in its peer set.

Growth Revenue grew 24.0% over the last twelve months (peer median +8.5%); the operating margin is 7.7% (peer median 7.3%).

Valuation It trades at 28.4× forward earnings against a peer median of 18.7× (2nd most expensive of 11).

Price implies For today's price to make sense, revenue must grow about 16% a year for seven years (Req g). Recent delivered growth is +40%, so the hurdle is -24 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 2.0 points above its cost of capital (8.0% WACC).

Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 20264480.T 102Peer median 85
Six months, rebased to 100: Medley against the median of its 20 peers (local-currency closes).

Medley financials

Reported figures in JPY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥41.0B¥36.8B¥29.3B¥20.5B¥14.2B
Revenue growth—+26%+43%+45%—
Gross profit¥25.5B¥22.3B¥18.2B¥13.4B¥9.51B
EBITDA¥5.71B¥4.61B¥4.00B¥3.32B¥1.86B
Net income¥1.82B¥975M¥2.80B¥2.57B¥1.02B
Free cash flown/a¥3.28B¥2.38B¥3.67B¥1.87B
Capital expendituren/a¥494M¥288M¥403M¥378M
Total debt¥18.8B¥16.1B¥15.2B¥1.66B¥2.38B

Quarterly statements and history in the cockpit →

Medley 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

-25%0%+25%+50%-20%0%+20%+40%301449603381079940CCAVENUE6033160013909925300649300915COORLATENTVIEW8099432630116960073877224480.T6-month return →1-month return →
Up and to the right = strong over both horizons. Medley is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%50×100×CCAVENUE001390300915COORLATENTVIEW3011696007386882694480.TRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Medley is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%+60%0%25%50%301449079940CCAVENUE9925COORLATENTVIEW809943263010384480.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. Medley is the large dot.

Medley competitors and peer comparison

How Medley 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.

Medley against its 20 peers (data as of 6 Nov 2026)
Measure4480.TPeer medianRank in peer set
1-month return0.0%-5.4%6th highest of 21
6-month return+1.9%-15.7%5th highest of 21
Distance from 52-week high-24.5%-31.8%9th highest of 21
Revenue growth (TTM)+24.0%+8.5%5th highest of 21
Operating margin7.7%7.3%10th highest of 21
Forward P/E28.4×18.7×2nd most expensive of 11
Growth the price implies (Req g, 7 yrs)16.0%4.9%4th most demanding of 13
Growth delivered (Del g)+40.0%+6.9%2nd highest of 13
Hurdle (Req g minus delivered)-24.0 pp-8.3 pp2nd least demanding of 13
ROIC minus cost of capital+2.0 pp+1.0 pp8th highest of 19
EV / EBITDA14.0×9.8×3rd most expensive of 8
Net debt / EBITDA1.2×-2.4×2nd most indebted of 11

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
Medley 4480.TJapan$463M+2%+24%8%28.4×16.0%+40.0%
Shenzhen Tiansu Calibration & Testing 301449.SZChina$462M-30%+8%10%n/a11.1%+13.2%
Yonz Technology 603381.SSChina$459M-14%-28%-1%n/an/an/a
Gabia 079940.KSSouth Korea$468M+64%+12%14%n/a1.0%+14.7%
AvenuesAI CCAVENUE.NSIndia$457M-8%+110%3%14.4×16.3%+64.4%
ChengBang Syncore Technology 603316.SSChina$456M-30%+48%-14%n/an/an/a
Anhui Guqi Down and Feather Textile 001390.SZChina$472M-26%+9%16%17.6×n/an/a
Taiwan Shin Kong Security 9925.TWTaiwan$454M-3%+5%9%n/a-8.7%+2.5%
Hangzhou Landscape Architecture Design Institute 300649.SZChina$473M+24%-24%-39%n/an/an/a
Shanghai Hi-Road Food Technology 300915.SZChina$451M-3%-6%-2%19.1×n/an/a
Coor Service Management COOR.STSweden$475M-16%-1%5%12.7×-8.2%+5.4%
Latent View Analytics LATENTVIEW.NSIndia$449M-34%+20%18%19.8×24.4%+28.2%
Tatung System Technologies 8099.TWOTaiwan$449M+132%+41%7%n/a9.3%+3.2%
INTAGE 4326.TJapan$448M+12%+5%9%n/a-4.5%+3.1%
Beijing Dataway Horizon 301169.SZChina$447M-41%+10%-8%137.8×n/an/a
BBK Test Systems 301598.SZChina$446M-20%+15%22%n/a8.7%+8.6%
Lanzhou Lishang Guochao Industrial 600738.SSChina$445M-16%+2%36%18.3×-8.0%+1.1%
eGuarantee 8771.TJapan$482M-5%+5%48%19.4×-6.7%+8.3%
Kaili Catalyst & New Materials 688269.SSChina$443M-45%+47%2%20.4×n/an/a
Shenzhen Water Planning & Design Institute 301038.SZChina$484M-26%+6%8%n/a20.2%-1.9%
LINE Pay Taiwan 7722.TWTaiwan$484M-16%+20%6%18.3×n/an/a

Questions

Which companies are Medley's closest peers?
The cockpit's peer set: Shenzhen Tiansu Calibration & Testing (301449.SZ), Yonz Technology (603381.SS), Gabia (079940.KS), AvenuesAI (CCAVENUE.NS), ChengBang Syncore Technology (603316.SS), Anhui Guqi Down and Feather Textile (001390.SZ), Taiwan Shin Kong Security (9925.TW), Hangzhou Landscape Architecture Design Institute (300649.SZ).
Is Medley expensive compared with its peers?
On forward p/e it trades at 28.4× against a peer median of 18.7×, 2nd most expensive of 11 in its peer set. For today's price to make sense, revenue must grow about 16% a year for seven years (Req g). Recent delivered growth is +40%, so the hurdle is -24 pp: the price already allows for a slowdown.
How has Medley stock performed?
Over six months to 6 Nov 2026 the shares returned +1.9% against -15.7% for the median peer; over one year +1.7%.

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.