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Japanese household and personal care products maker selling toothpaste, laundry detergent and daily necessities.
Japanese household and personal care products maker selling toothpaste, laundry detergent and daily necessities.
Wins shelf space with supermarkets and drugstores through frequent product launches and heavy advertising, with oral care its strongest category in Japan. Outside Japan it sells mainly in Southeast Asia and Korea.
In one line: Japan's Procter & Gamble/Colgate-Palmolive.
Moat: narrow (brand, scale, distribution). Long-standing household brand recognition and retail distribution scale in Japan.
Headquarters: Tokyo, Japan · Founded: 1891 · Employees: 8,346
Size Lion (4912.T) is a Japan Consumer Staples company (Household/Personal Care) with a market value of $3.19B, the 344th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,852 on 6 Nov 2026.
Performance Over six months the shares gained 20.9%, against +2.6% for the median peer and +1.8% for the Japan market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue grew 6.2% over the last twelve months (peer median +3.5%); the operating margin is 7.6% (peer median 12.4%).
Valuation It trades at 19.9× forward earnings against a peer median of 16.7× (9th most expensive of 20).
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 +4%, so the hurdle is -6 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.0 points above its cost of capital (5.0% WACC).
Next results Next results expected around 18 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥439B | ¥422B | ¥413B | ¥403B | ¥390B |
| Revenue growth | — | +2% | +3% | +3% | — |
| Gross profit | ¥205B | ¥194B | ¥189B | ¥181B | ¥175B |
| EBITDA | ¥56.0B | ¥51.9B | ¥46.8B | ¥39.6B | ¥40.9B |
| Net income | ¥28.8B | ¥27.6B | ¥21.2B | ¥14.6B | ¥21.9B |
| Free cash flow | ¥38.4B | ¥22.6B | ¥25.6B | ¥6.34B | ¥23.5B |
| Capital expenditure | ¥10.9B | ¥19.3B | ¥19.0B | ¥25.0B | ¥23.1B |
| Total debt | ¥31.8B | ¥28.2B | ¥29.7B | ¥30.3B | ¥32.2B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Lion 4912.T | $3.19B | +21% | +6% | 8% | 19.9× | -2.4% |
| Kao 4452.T | $21.8B | +33% | +6% | 10% | 24.4× | 1.5% |
| Procter & Gamble PG | $383B | +13% | +4% | 24% | 23.4× | -0.3% |
| Colgate-Palmolive CL | $76.8B | +10% | +6% | 22% | 24.2× | -5.5% |
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 | 4912.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +6.5% | +1.7% | 8th highest of 21 |
| 6-month return | +20.9% | +2.6% | 6th highest of 21 |
| Distance from 52-week high | -4.9% | -23.5% | 4th highest of 21 |
| Revenue growth (TTM) | +6.2% | +3.5% | 9th highest of 21 |
| Operating margin | 7.6% | 12.4% | 5th lowest of 21 |
| Forward P/E | 19.9× | 16.7× | 9th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | -2.4% | -0.1% | 6th least demanding of 18 |
| Growth delivered (Del g) | +3.5% | +7.4% | 7th lowest of 18 |
| Hurdle (Req g minus delivered) | -5.9 pp | -2.8 pp | 8th least demanding of 18 |
| ROIC minus cost of capital | +2.0 pp | +5.5 pp | 6th lowest of 20 |
| EV / EBITDA | 8.5× | 11.9× | 3rd cheapest of 17 |
| Net debt / EBITDA | -0.9× | -0.5× | 7th least indebted of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Lion 4912.T | Japan | $3.19B | +21% | +6% | 8% | 19.9× | -2.4% | +3.5% |
| Hengan Int'l 1044.HK | Hong Kong | $3.28B | -16% | +2% | 11% | 9.1× | -8.8% | -0.1% |
| Kobayashi Pharmaceutical 4967.T | Japan | $3.29B | +20% | +4% | 6% | 50.2× | 17.6% | +1.9% |
| Proya Cosmetics 603605.SS | China | $2.97B | -19% | +2% | 13% | 11.1× | -4.8% | +23.1% |
| Coty COTY | United States | $3.57B | +64% | -1% | 5% | 13.3× | 11.3% | +4.6% |
| Interparfums ITP.PA | France | $3.65B | +72% | -4% | 18% | 27.5× | 15.9% | +19.6% |
| Giant Biogene 2367.HK | Hong Kong | $2.76B | -34% | -10% | 32% | 9.7× | -8.0% | +34.9% |
| Winner Medical 300888.SZ | China | $2.69B | -2% | +4% | 11% | 20.9× | -4.3% | -2.6% |
| Rohto Pharmaceutical 4527.T | Japan | $3.97B | +17% | +10% | 12% | 16.7× | -2.1% | +13.7% |
| Gillette India GILLETTE.NS | India | $2.56B | -7% | +8% | 28% | 33.0× | 16.0% | +13.0% |
| LG H&h 051900.KS | South Korea | $2.56B | -8% | -3% | 3% | 18.5× | -0.1% | -4.1% |
| Procter & Gamble Hygiene & Health Care PGHH.NS | India | $2.40B | -29% | -2% | 24% | 27.3× | 15.4% | +7.4% |
| Softcare 2698.HK | Hong Kong | $2.20B | -5% | +25% | 25% | 14.4× | 8.7% | +20.9% |
| KOSE 4922.T | Japan | $2.16B | +7% | +3% | 4% | 27.2× | n/a | n/a |
| Cosmax 192820.KS | South Korea | $2.13B | +21% | +16% | 8% | 16.6× | n/a | n/a |
| Colgate-Palmolive (India) COLPAL.NS | India | $4.83B | -23% | +9% | 28% | 32.2× | 30.8% | +4.5% |
| Cupid CUPID.NS | India | $4.83B | +158% | +122% | 34% | n/a | n/a | n/a |
| Mao Geping Cosmetics 1318.HK | Hong Kong | $4.92B | -28% | +32% | 31% | 15.0× | 4.7% | +41.1% |
| Reynolds Consumer Products REYN | United States | $5.08B | +10% | +2% | 14% | 14.6× | -0.2% | +2.7% |
| Pola Orbis 4927.T | Japan | $1.96B | +8% | +1% | 10% | 28.8× | -3.1% | -0.7% |
| Kolmar Korea 161890.KS | South Korea | $1.89B | +23% | +13% | 10% | 13.0× | -0.9% | +15.5% |