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← CockpitCompetitor Analysis › 4975.T JCU CorporationOpen in the cockpit ↗

JCU Corporation4975.TCompetitor analysis, valuation and peers

Japan · JPY·Materials›Chemicals: Major Diversified
Momentum laggard 10
Mkt cap
$759M
US dollars, full cap
Free float
72%
of shares outstanding
$/day
$3.77M
20-day average traded
Fwd P/E
13.6×
forward earnings
ROIC−WACC
+13.5 pp
WACC 11.3%
Hurdle
-1 pp
Req g minus delivered
Next earnings
84 days
29 Jan 2027
Close · JPY¥4,885
1D-3.3%
1W-13.5%
1M-23.3%
3M-18.6%
6M-26.3%
YTD-0.2%
1Y+6.7%
ATR %5.1%
52w lowhigh39.6% off high

What JCU does

Employees: 567

JCU at a glance

Size JCU (4975.T) is a Japan Materials company (Chemicals: Major Diversified) with a market value of $759M, the 863rd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥4,885 on 6 Nov 2026.

Performance Over six months the shares fell 26.3%, against -18.6% for the median peer and +1.8% for the Japan market (cap-weighted) — 8th lowest of 21 in its peer set.

Growth Revenue grew 2.2% over the last twelve months (peer median +8.1%); the operating margin is 40.1% (peer median 5.2%).

Valuation It trades at 13.6× forward earnings against a peer median of 25.1× (4th cheapest of 13).

Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -1 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 13.5 points above its cost of capital (11.3% WACC).

Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026Peer median 824975.T 74
Six months, rebased to 100: JCU against the median of its 20 peers (local-currency closes).

JCU financials

Reported figures in JPY; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥30.1B¥29.7B¥28.4B¥24.9B¥27.1B
Revenue growth—+5%+14%-8%—
Gross profit¥20.1B¥19.9B¥18.0B¥14.7B¥16.0B
EBITDA¥13.5B¥13.2B¥11.4B¥8.83B¥9.97B
Net income¥9.12B¥9.07B¥7.50B¥5.53B¥6.01B
Free cash flown/a¥1.71B¥1.97B¥5.41B¥6.83B
Capital expendituren/a¥7.51B¥6.55B¥630M¥1.02B
Total debt¥32.0M¥351M¥458M¥789M¥1.11B

Quarterly statements and history in the cockpit →

JCU 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

-40%-20%0%+20%+40%-20%0%523468823741896031553000826053664471688669002274600165301206RPEL3013936883593001216032856887503005306031813008394975.T6-month return →1-month return →
Up and to the right = strong over both horizons. JCU is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%0×100×200×5234688237418960315530008260536644710022743013933001216031813008394975.TRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. JCU is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%5234688237418960315544716886690022743001216887503008394975.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. JCU is the large dot.

JCU competitors and peer comparison

How JCU 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.

JCU against its 20 peers (data as of 6 Nov 2026)
Measure4975.TPeer medianRank in peer set
1-month return-23.3%-14.1%5th lowest of 21
6-month return-26.3%-18.6%8th lowest of 21
Distance from 52-week high-39.6%-40.0%11th highest of 21
Revenue growth (TTM)+2.2%+8.1%6th lowest of 21
Operating margin40.1%5.2%highest of 21
Forward P/E13.6×25.1×4th cheapest of 13
Growth the price implies (Req g, 7 yrs)6.3%20.6%5th least demanding of 11
Growth delivered (Del g)+7.0%+6.1%6th highest of 11
Hurdle (Req g minus delivered)-0.6 pp+17.8 pp5th least demanding of 11
ROIC minus cost of capital+13.5 pp-3.5 pp2nd highest of 21
EV / EBITDA7.2×20.6×3rd cheapest of 6
Net debt / EBITDA-1.6×-1.1×3rd least indebted of 7

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
JCU 4975.TJapan$759M-26%+2%40%13.6×6.3%+7.0%
Daxin Materials 5234.TWTaiwan$767M-42%+10%19%25.7×17.7%+1.5%
Hubei Chaozhuo Aviation Technology 688237.SSChina$776M+6%-1%1%41.5×45.3%+26.0%
KH Neochem 4189.TJapan$732M+20%-11%12%12.3×-5.7%+8.3%
Xinyaqiang Silicon Chemistry 603155.SSChina$788M-6%+6%10%37.0×31.1%+3.9%
Liaoning Oxiranchem,Inc 300082.SZChina$716M-39%+4%0%35.1×n/an/a
Jiangxi Hungpai New Material 605366.SSChina$821M-47%+2%-11%236.0×n/an/a
Sanyo Chemical Industries 4471.TJapan$823M+24%0%10%10.5×-5.1%-2.5%
Polyrocks Chemical 688669.SSChina$831M+40%-8%-6%n/a35.9%+15.2%
Jiansu Huachang Chemical 002274.SZChina$679M-25%+9%-3%5.7×23.6%+1.3%
Ningxia Zhongke Biotechnology 600165.SSChina$679M-19%+8%-73%n/an/an/a
Shandong Sanyuan Biotechnology 301206.SZChina$676M-18%+15%4%n/an/an/a
Raghav Productivity Enhancers RPEL.NSIndia$864M+133%+38%28%n/an/an/a
Suzhou Highfine Biotech 301393.SZChina$865M-8%+36%17%32.3×n/an/a
Guangzhou Sanfu Newmaterials Technology 688359.SSChina$870M-41%+8%-7%n/an/an/a
Shandong Yanggu Huatai Chemical 300121.SZChina$648M-20%+11%8%16.1×3.2%+12.1%
Shandong Jianbang New Material 603285.SSChina$631M-40%+8%22%n/an/an/a
Hunan Xiangtou Goldsky Titanium Industry Technology 688750.SSChina$629M-27%+4%6%n/a30.5%-4.3%
Hunan Lead Power Technology 300530.SZChina$621M+2%+16%-61%n/an/an/a
Zhejiang Huangma Technology 603181.SSChina$935M-30%+7%17%14.5×n/an/a
Ningbo Bohui Chemical Technology 300839.SZChina$606M-4%+42%4%24.6×3.2%+23.1%

Questions

Which companies are JCU's closest peers?
The cockpit's peer set: Daxin Materials (5234.TW), Hubei Chaozhuo Aviation Technology (688237.SS), KH Neochem (4189.T), Xinyaqiang Silicon Chemistry (603155.SS), Liaoning Oxiranchem,Inc (300082.SZ), Jiangxi Hungpai New Material (605366.SS), Sanyo Chemical Industries (4471.T), Polyrocks Chemical (688669.SS).
Is JCU expensive compared with its peers?
On forward p/e it trades at 13.6× against a peer median of 25.1×, 4th cheapest of 13 in its peer set. For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -1 pp: the price already allows for a slowdown.
How has JCU stock performed?
Over six months to 6 Nov 2026 the shares returned -26.3% against -18.6% for the median peer; over one year +6.7%.

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.