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Employees: 735
Size COVER (5253.T) is a Japan Communication Services company (Movies/Entertainment) with a market value of $633M, the 946th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,521 on 6 Nov 2026.
Performance Over six months the shares gained 10.9%, against -8.2% for the median peer and +1.8% for the Japan market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue grew 4.1% over the last twelve months (peer median +1.5%); the operating margin is 13.9% (peer median 6.0%).
Valuation It trades at 13.6× forward earnings against a peer median of 17.2× (6th cheapest of 12).
Price implies For today's price to make sense, revenue must grow about 11% a year for seven years (Req g). Recent delivered growth is +54%, so the hurdle is -42 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 72.6 points above its cost of capital (12.4% WACC).
Next results Next results expected around 11 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥48.5B | ¥49.3B | ¥43.4B | ¥30.2B | ¥20.5B |
| Revenue growth | — | +14% | +44% | +48% | — |
| Gross profit | ¥23.1B | ¥23.5B | ¥21.3B | ¥13.8B | ¥9.30B |
| EBITDA | ¥8.13B | ¥8.57B | ¥8.96B | ¥6.01B | ¥3.53B |
| Net income | ¥2.74B | ¥3.02B | ¥5.56B | ¥4.14B | ¥2.51B |
| Free cash flow | n/a | ¥6.80B | ¥4.66B | ¥2.34B | ¥3.40B |
| Capital expenditure | n/a | ¥2.54B | ¥2.48B | ¥3.70B | ¥2.36B |
| Total debt | ¥0 | ¥0 | ¥0 | ¥0 | ¥0 |
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 | 5253.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.7% | +2.3% | 8th lowest of 21 |
| 6-month return | +10.9% | -8.2% | 6th highest of 21 |
| Distance from 52-week high | -22.6% | -37.3% | 8th highest of 21 |
| Revenue growth (TTM) | +4.1% | +1.5% | 10th highest of 21 |
| Operating margin | 13.9% | 6.0% | 3rd highest of 21 |
| Forward P/E | 13.6× | 17.2× | 6th cheapest of 12 |
| Growth the price implies (Req g, 7 yrs) | 11.4% | 8.1% | 4th most demanding of 14 |
| Growth delivered (Del g) | +53.8% | +20.4% | 2nd highest of 14 |
| Hurdle (Req g minus delivered) | -42.5 pp | -14.6 pp | 2nd least demanding of 14 |
| ROIC minus cost of capital | +72.6 pp | -2.2 pp | highest of 20 |
| EV / EBITDA | 10.8× | 8.1× | 5th most expensive of 15 |
| Net debt / EBITDA | -1.5× | 2.5× | 3rd least indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| COVER 5253.T | Japan | $633M | +11% | +4% | 14% | 13.6× | 11.4% | +53.8% |
| Angel Studios ANGX | United States | $633M | +1% | +233% | -30% | n/a | n/a | n/a |
| CJ CGV 079160.KS | South Korea | $629M | +5% | +12% | 5% | n/a | 8.2% | +31.3% |
| Cineplex CGX.TO | Canada | $641M | +26% | -2% | 9% | 33.9× | 3.2% | +25.2% |
| Huayi Brothers Media 300027.SZ | China | $648M | -14% | -24% | -125% | 20.0× | n/a | n/a |
| Hollywood Bowl BOWL.L | United Kingdom | $658M | +17% | +9% | 24% | 13.2× | -4.4% | +25.8% |
| Ciwen Media 002343.SZ | China | $610M | +38% | -55% | -35% | 39.0× | 32.0% | -9.9% |
| Rank RNK.L | United Kingdom | $583M | -3% | +5% | 9% | 10.3× | 5.8% | +20.4% |
| Zhejiang Huazhi Digital Media 300426.SZ | China | $578M | +30% | -71% | 27% | n/a | 33.6% | -10.6% |
| Viva Goods 0933.HK | Hong Kong | $578M | -23% | +4% | 4% | 9.1× | 2.5% | +65.8% |
| YG Entertainment 122870.KS | South Korea | $578M | -22% | +60% | 11% | 17.2× | -5.7% | +16.4% |
| Maoyan Entertainment 1896.HK | Hong Kong | $547M | -38% | -7% | 9% | 12.0× | n/a | n/a |
| Juventus Football Club JUVE.MI | Italy | $738M | -22% | -1% | -28% | n/a | n/a | n/a |
| Tivoli A/S TIV.CO | Denmark | $536M | -3% | +6% | 10% | n/a | 8.8% | +23.0% |
| Lucky Strike Entertainment LUCK | United States | $518M | -54% | +4% | 13% | n/a | n/a | n/a |
| Studio Dragon 253450.KS | South Korea | $515M | -33% | +24% | 9% | 19.9× | n/a | n/a |
| Guangzhou Jinyi Media 002905.SZ | China | $515M | -11% | -15% | -14% | n/a | 8.1% | +14.3% |
| China Television Media 600088.SS | China | $786M | -10% | -3% | 2% | n/a | 31.1% | +5.9% |
| Marcus MCS | United States | $813M | +49% | +9% | 6% | 30.7× | 9.2% | +26.1% |
| Omnijoi Media 300528.SZ | China | $820M | -7% | -1% | -26% | n/a | n/a | n/a |
| ProSiebenSat.1 Media PSM.DE | Germany | $830M | -16% | -8% | 6% | 6.9× | -11.8% | -1.9% |