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Employees: 2,473
Size TDC SOFT (4687.T) is a Japan Information Technology company (Packaged Software) with a market value of $347M, the 1261st largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,129 on 6 Nov 2026.
Performance Over six months the shares gained 19.1%, against -27.7% for the median peer and +1.8% for the Japan market (cap-weighted) — 4th highest of 21 in its peer set.
Growth Revenue grew 7.2% over the last twelve months (peer median +6.9%); the operating margin is 10.5% (peer median 2.1%).
Valuation It trades at 13.6× forward earnings against a peer median of 17.6× (3rd cheapest of 8).
Price implies For today's price to make sense, revenue must grow about -4% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -17 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 31.9 points above its cost of capital (7.4% WACC).
Next results Next results expected around 9 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥48.8B | ¥48.4B | ¥44.4B | ¥39.7B | ¥35.2B |
| Revenue growth | — | +9% | +12% | +13% | — |
| Gross profit | ¥9.84B | ¥9.80B | ¥9.51B | ¥8.11B | ¥7.48B |
| EBITDA | ¥5.26B | ¥5.32B | ¥4.95B | ¥3.96B | ¥3.55B |
| Net income | ¥3.76B | ¥3.88B | ¥3.43B | ¥3.09B | ¥2.49B |
| Free cash flow | n/a | ¥2.82B | ¥3.00B | ¥2.19B | ¥2.01B |
| Capital expenditure | n/a | ¥19.2M | ¥90.7M | ¥926M | ¥15.2M |
| Total debt | ¥579M | ¥310M | ¥552M | ¥478M | ¥490M |
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 | 4687.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +4.8% | -10.6% | 3rd highest of 21 |
| 6-month return | +19.1% | -27.7% | 4th highest of 21 |
| Distance from 52-week high | -23.9% | -54.7% | 3rd highest of 21 |
| Revenue growth (TTM) | +7.2% | +6.9% | 11th highest of 21 |
| Operating margin | 10.5% | 2.1% | 7th highest of 20 |
| Forward P/E | 13.6× | 17.6× | 3rd cheapest of 8 |
| Growth the price implies (Req g, 7 yrs) | -4.5% | 13.6% | 2nd least demanding of 10 |
| Growth delivered (Del g) | +12.1% | +11.9% | 5th highest of 10 |
| Hurdle (Req g minus delivered) | -16.6 pp | -4.8 pp | 5th least demanding of 10 |
| ROIC minus cost of capital | +31.9 pp | -7.1 pp | 2nd highest of 18 |
| EV / EBITDA | 7.8× | 12.3× | cheapest of 8 |
| Net debt / EBITDA | -2.6× | -2.5× | 4th least indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| TDC SOFT 4687.T | Japan | $347M | +19% | +7% | 10% | 13.6× | -4.5% | +12.1% |
| Beijing SunwayWorld Science & Technology 301159.SZ | China | $347M | -23% | +17% | 3% | n/a | 53.6% | +7.0% |
| FFRI Security 3692.T | Japan | $347M | +15% | +28% | 29% | n/a | 34.6% | +21.9% |
| Hunan Creator Information Technologies 300730.SZ | China | $346M | -28% | -4% | -53% | n/a | n/a | n/a |
| Hangzhou Yitong New Materials 300930.SZ | China | $345M | -27% | +51% | 7% | n/a | n/a | n/a |
| Wemade 112040.KS | South Korea | $351M | -43% | -3% | 6% | 10.4× | 5.7% | +37.1% |
| Spire Global SPIR | United States | $351M | -53% | -33% | -108% | n/a | n/a | n/a |
| CELSYS 3663.T | Japan | $344M | +22% | +16% | 36% | 17.6× | 3.4% | +8.2% |
| Carvolix CVX.PA | France | $342M | +62% | -100% | n/a | n/a | n/a | n/a |
| SaverOne 2014 Ltd. ADR SVRE | United States | $342M | -85% | -68% | -6,262% | n/a | n/a | n/a |
| Beijing Century Real Technology 300150.SZ | China | $354M | -21% | -8% | 0% | n/a | 48.8% | +2.2% |
| Vitalhub VHI.TO | Canada | $354M | -2% | +54% | 12% | 22.2× | 13.6% | +51.2% |
| Shanghai WonderTek Software 603189.SS | China | $355M | -28% | +7% | -8% | n/a | n/a | n/a |
| Beijing Infosec Technologies 688201.SS | China | $340M | -9% | +7% | 2% | 42.1× | 56.5% | +5.5% |
| Deepexi Technology 1384.HK | Hong Kong | $356M | -88% | +86% | -9% | 101.4× | n/a | n/a |
| Base 4481.T | Japan | $356M | -7% | +1% | 26% | 13.1× | -13.4% | +11.9% |
| Beijing Forever Technology 300365.SZ | China | $357M | -32% | -47% | -52% | n/a | n/a | n/a |
| 7Road 0797.HK | Hong Kong | $338M | +83% | +71% | 27% | n/a | n/a | n/a |
| DEAR U 376300.KS | South Korea | $338M | -40% | +20% | 22% | 15.0× | 5.1% | +45.1% |
| Weimob 2013.HK | Hong Kong | $358M | -55% | +40% | -14% | n/a | n/a | n/a |
| Wuhan Xingtu Xinke Electronics 688081.SS | China | $337M | -59% | -13% | -49% | n/a | n/a | n/a |