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Employees: 1,167
Size Vertex (5290.T) is a Japan Materials company (Construction Materials) with a market value of $383M, the 1207th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,134 on 6 Nov 2026.
Performance Over six months the shares fell 42.3%, against -18.3% for the median peer and +1.8% for the Japan market (cap-weighted) — 3rd lowest of 21 in its peer set.
Growth Revenue grew 18.4% over the last twelve months (peer median -4.2%); the operating margin is 13.9% (peer median 6.2%).
Valuation It trades at 12.7× forward earnings against a peer median of 16.3× (3rd cheapest of 9).
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 +4%, so the hurdle is -15 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 9.1 points above its cost of capital (5.2% WACC).
Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥46.6B | ¥46.5B | ¥38.9B | ¥36.8B | ¥39.1B |
| Revenue growth | — | +20% | +6% | -6% | — |
| Gross profit | ¥14.7B | ¥14.9B | ¥13.2B | ¥12.2B | ¥11.8B |
| EBITDA | ¥8.11B | ¥8.66B | ¥7.75B | ¥7.09B | ¥6.61B |
| Net income | ¥10.4B | ¥10.3B | ¥4.83B | ¥3.73B | ¥3.74B |
| Free cash flow | n/a | ¥3.41B | ¥5.32B | ¥4.49B | ¥2.45B |
| Capital expenditure | n/a | ¥1.96B | ¥1.12B | ¥1.16B | ¥1.42B |
| Total debt | ¥4.00B | ¥5.99B | ¥3.91B | ¥4.76B | ¥5.31B |
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 | 5290.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -8.7% | -6.3% | 10th lowest of 21 |
| 6-month return | -42.3% | -18.3% | 3rd lowest of 21 |
| Distance from 52-week high | -47.1% | -38.8% | 5th lowest of 21 |
| Revenue growth (TTM) | +18.4% | -4.2% | 4th highest of 21 |
| Operating margin | 13.9% | 6.2% | 4th highest of 21 |
| Forward P/E | 12.7× | 16.3× | 3rd cheapest of 9 |
| Growth the price implies (Req g, 7 yrs) | -11.1% | 0.0% | 3rd least demanding of 14 |
| Growth delivered (Del g) | +4.3% | +4.7% | 6th lowest of 14 |
| Hurdle (Req g minus delivered) | -15.4 pp | +0.2 pp | 2nd least demanding of 14 |
| ROIC minus cost of capital | +9.1 pp | -2.8 pp | 2nd highest of 21 |
| EV / EBITDA | 6.0× | 7.6× | 3rd cheapest of 12 |
| Net debt / EBITDA | -1.5× | 1.8× | 2nd least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Vertex 5290.T | Japan | $383M | -42% | +18% | 14% | 12.7× | -11.1% | +4.3% |
| Hanil 003300.KS | South Korea | $384M | -4% | -10% | 7% | n/a | -3.7% | +4.7% |
| Dongwu Cement International 0695.HK | Hong Kong | $378M | -36% | -41% | -20% | n/a | n/a | n/a |
| Lets 002398.SZ | China | $394M | -24% | -13% | 1% | 12.3× | -3.7% | -9.3% |
| Fujian SuperTech Advanced Material 688398.SS | China | $399M | -50% | +7% | 5% | 67.8× | 42.2% | +14.2% |
| Zhejiang Jianfeng 600668.SS | China | $403M | -41% | -13% | -12% | n/a | n/a | n/a |
| Ibstock IBST.L | United Kingdom | $408M | -19% | -10% | 3% | 148.5× | n/a | n/a |
| SAMPYO Cement 038500.KS | South Korea | $413M | -69% | -3% | 10% | 16.0× | 4.7% | +4.5% |
| Lionhead Technology Development 600539.SS | China | $427M | -30% | -5% | -7% | n/a | n/a | n/a |
| Hubei Guochuang Hi-Tech Material 002377.SZ | China | $343M | -34% | +134% | 43% | n/a | -12.6% | -12.8% |
| ASIA PILE 5288.T | Japan | $340M | +1% | +11% | 10% | 6.5× | -16.0% | +5.9% |
| CHC Resources 9930.TW | Taiwan | $433M | -17% | -2% | 10% | n/a | -5.8% | +7.0% |
| Forterra FORT.L | United Kingdom | $445M | +11% | -5% | 10% | 16.5× | 6.4% | +5.7% |
| Nippon Hume 5262.T | Japan | $329M | -16% | +22% | 6% | 14.5× | n/a | n/a |
| Jiangsu Baoli Asphalt 300135.SZ | China | $470M | -17% | -4% | -2% | n/a | 43.7% | -7.5% |
| Jiangxi Wannianqing Cement 000789.SZ | China | $471M | -21% | -28% | -9% | 98.5× | 24.3% | -18.3% |
| Tianjin Tianbao Infrastructure 000965.SZ | China | $476M | -23% | +65% | 8% | n/a | n/a | n/a |
| Fujian Cement 600802.SS | China | $502M | +29% | -22% | -23% | n/a | n/a | n/a |
| Qinglong Pipes Industry 002457.SZ | China | $507M | -12% | +4% | 6% | n/a | 0.0% | +5.1% |
| Mitsui Matsushima 1518.T | Japan | $526M | +57% | +9% | 14% | n/a | 3.7% | +2.7% |
| Universal Cement 1104.TW | Taiwan | $543M | -7% | -5% | 16% | n/a | -2.2% | +7.9% |