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Employees: 2,404
Size SK Kaken (4628.T) is a Japan Materials company (Industrial Specialties) with a market value of $1.04B, the 718th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥10,730 on 6 Nov 2026.
Performance Over six months the shares gained 2.1%, against -16.0% for the median peer and +1.8% for the Japan market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue grew 8.6% over the last twelve months (peer median +6.0%); the operating margin is 12.7% (peer median 7.8%).
Valuation It trades at 0.5× enterprise value to sales against a peer median of 1.4× (3rd cheapest of 21).
Price implies For today's price to make sense, revenue must grow about -19% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is -25 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 8.5 points above its cost of capital (5.0% WACC).
Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥115B | ¥110B | ¥106B | ¥101B | ¥95.6B |
| Revenue growth | — | +3% | +5% | +6% | — |
| Gross profit | ¥35.8B | ¥32.7B | ¥32.0B | ¥30.6B | ¥26.9B |
| EBITDA | ¥15.2B | ¥12.8B | ¥13.0B | ¥12.6B | ¥10.5B |
| Net income | ¥14.6B | ¥12.3B | ¥10.7B | ¥11.8B | ¥9.03B |
| Free cash flow | n/a | ¥9.20B | ¥6.90B | ¥8.51B | ¥6.92B |
| Capital expenditure | n/a | ¥3.56B | ¥1.37B | ¥671M | ¥234M |
| Total debt | ¥3.00B | ¥3.00B | ¥3.00B | ¥3.00B | ¥3.00B |
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 | 4628.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +4.8% | -7.9% | 3rd highest of 21 |
| 6-month return | +2.1% | -16.0% | 8th highest of 21 |
| Distance from 52-week high | -8.1% | -28.9% | highest of 21 |
| Revenue growth (TTM) | +8.6% | +6.0% | 9th highest of 21 |
| Operating margin | 12.7% | 7.8% | 5th highest of 21 |
| EV / Sales | 0.5× | 1.4× | 3rd cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | -19.4% | 5.8% | least demanding of 14 |
| Growth delivered (Del g) | +5.2% | +6.7% | 6th lowest of 14 |
| Hurdle (Req g minus delivered) | -24.6 pp | +2.5 pp | 2nd least demanding of 14 |
| ROIC minus cost of capital | +8.5 pp | -0.7 pp | highest of 21 |
| EV / EBITDA | 4.1× | 9.3× | cheapest of 11 |
| Net debt / EBITDA | -6.7× | -0.4× | least indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| SK Kaken 4628.T | Japan | $1.04B | +2% | +9% | 13% | 0.5× | -19.4% | +5.2% |
| Chugoku Marine Paints,Ltd 4617.T | Japan | $1.04B | +4% | +10% | 13% | 1.0× | 0.0% | +11.1% |
| Xinjiang Tianye 600075.SS | China | $1.04B | -41% | -10% | -3% | 1.1× | n/a | n/a |
| Nitta 5186.T | Japan | $1.05B | +36% | +5% | 7% | 1.4× | 10.6% | +3.1% |
| Intco Recycling Resources 688087.SS | China | $1.01B | -25% | +29% | 12% | 2.3× | 0.5% | +15.8% |
| ZJMI Environmental Energy 603071.SS | China | $1.00B | -15% | -4% | 3% | 0.3× | n/a | n/a |
| ELANTAS Beck India ELANTAS.NS | India | $999M | +23% | +19% | 21% | 9.6× | 32.4% | +17.2% |
| Morgan Advanced Materials MGAM.L | United Kingdom | $981M | +22% | -6% | 9% | 1.0× | 9.4% | +1.8% |
| Guangdong Tloong Technology 300063.SZ | China | $946M | -26% | +21% | 2% | 0.8× | 25.0% | -6.6% |
| Xinjiang Xuefeng Sci-Tech (Group) 603227.SS | China | $1.14B | -17% | -8% | 12% | 1.7× | -7.6% | +22.0% |
| PCBL Chemical PCBL.NS | India | $1.16B | -8% | +6% | 8% | 1.8× | 27.6% | +25.1% |
| Jiangxi Guotai 603977.SS | China | $914M | -29% | +15% | 9% | 3.1× | n/a | n/a |
| Hainan Development Holdings Nanhai 002163.SZ | China | $892M | -44% | -9% | -3% | 2.3× | n/a | n/a |
| Sinosteel Engineering & Technology 000928.SZ | China | $1.22B | -13% | +4% | 5% | 0.3× | -15.6% | -1.3% |
| Mattr MATR.TO | Canada | $879M | +108% | +25% | 7% | 1.3× | 5.8% | +1.5% |
| TOCALO 3433.T | Japan | $864M | -26% | +6% | 23% | 2.3× | n/a | n/a |
| artience 4634.T | Japan | $1.25B | +18% | +7% | 6% | 0.6× | -3.9% | +6.3% |
| Nihon Parkerizing 4095.T | Japan | $1.26B | +16% | +5% | 12% | 1.1× | -1.6% | +6.7% |
| ZETTA 002256.SZ | China | $843M | -40% | +25% | -5% | 11.5× | n/a | n/a |
| Fujimi 5384.T | Japan | $1.28B | -18% | +13% | 21% | 2.6× | n/a | n/a |
| Shenma Industry 600810.SS | China | $838M | -33% | -9% | 0% | 1.5× | 9.7% | +7.1% |