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Japanese maker of coated/painted steel sheet and prefabricated steel storage sheds and garden buildings, formerly Yodogawa Steel Works.
Japanese maker of coated/painted steel sheet and prefabricated steel storage sheds and garden buildings, formerly Yodogawa Steel Works.
Buys steel coil and coats or paints it, selling the finished sheet to roofing, siding and building-material customers, so the gap between its sheet prices and steel coil cost matters. Branded storage sheds sold through dealers add a consumer-facing line. It changed its name from Yodogawa Steel Works.
In one line: A steel-coil processor that also makes prefab backyard storage sheds.
Moat: narrow (brand, distribution). Established brand and distribution network in Japan's prefab-shed niche alongside coated-steel processing.
Headquarters: Osaka, Japan · Founded: 1935 · Employees: 2,377
Size YODOKO (5451.T) is a Japan Materials company (Steel) with a market value of $1.31B, the 623rd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,347 on 6 Nov 2026.
Performance Over six months the shares gained 0.5%, against -26.4% for the median peer and +1.8% for the Japan market (cap-weighted) — 3rd highest of 20 in its peer set.
Growth Revenue fell 2.5% over the last twelve months (peer median +5.5%); the operating margin is 6.0% (peer median 2.0%).
Valuation It trades at 0.8× enterprise value to sales against a peer median of 1.3× (8th cheapest of 20).
Price implies For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -6 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.4 points below its cost of capital (6.1% WACC).
Next results Next results expected around 5 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥200B | ¥195B | ¥208B | ¥204B | ¥220B |
| Revenue growth | — | -6% | +2% | -7% | — |
| Gross profit | ¥39.5B | ¥34.5B | ¥34.1B | ¥31.8B | ¥32.7B |
| EBITDA | n/a | ¥16.7B | ¥18.5B | ¥16.8B | ¥17.7B |
| Net income | ¥21.4B | ¥17.4B | ¥13.5B | ¥4.46B | ¥10.6B |
| Free cash flow | n/a | ¥14.4B | ¥5.93B | ¥17.8B | ¥11.2B |
| Capital expenditure | n/a | ¥4.88B | ¥5.75B | ¥4.10B | ¥6.41B |
| Total debt | n/a | ¥160M | ¥1.01B | ¥678M | ¥1.40B |
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 | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| YODOKO 5451.T | $1.31B | +1% | -2% | 6% | 0.8× | 0.3% |
| Sekisui Chemical 4204.T | $6.61B | +9% | +6% | 9% | 0.8× | n/a |
| Jfe 5411.T | $6.66B | +2% | -4% | 2% | 0.7× | 13.2% |
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 | 5451.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -2.5% | -6.9% | 7th highest of 21 |
| 6-month return | +0.5% | -26.4% | 3rd highest of 20 |
| Distance from 52-week high | -18.9% | -42.9% | 4th highest of 21 |
| Revenue growth (TTM) | -2.5% | +5.5% | 4th lowest of 20 |
| Operating margin | 6.0% | 2.0% | 6th highest of 20 |
| EV / Sales | 0.8× | 1.3× | 8th cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | 0.3% | 17.7% | 4th least demanding of 10 |
| Growth delivered (Del g) | +6.0% | +11.7% | 2nd lowest of 10 |
| Hurdle (Req g minus delivered) | -5.7 pp | -5.0 pp | 5th least demanding of 10 |
| ROIC minus cost of capital | -1.4 pp | -5.0 pp | 8th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| YODOKO 5451.T | Japan | $1.31B | +1% | -2% | 6% | 0.8× | 0.3% | +6.0% |
| Impro Precision Industries 1286.HK | Hong Kong | $1.30B | -52% | +20% | 18% | 2.0× | -1.6% | +11.7% |
| HBIS Resources 000923.SZ | China | $1.33B | -19% | -5% | 0% | 1.9× | n/a | n/a |
| Yongjin Technology 603995.SS | China | $1.28B | +22% | +11% | 2% | 0.3× | n/a | n/a |
| Liuzhou Iron & Steel 601003.SS | China | $1.28B | -29% | 0% | 1% | 0.7× | -0.3% | +4.7% |
| Gallantt Ispat GALLANTT.NS | India | $1.36B | -38% | +6% | 11% | 2.9× | 39.6% | +16.0% |
| Gansu Jiu Steel Group Hongxing Iron & Steel 600307.SS | China | $1.25B | -25% | -6% | -5% | 1.3× | n/a | n/a |
| Bengang Steel Plates 000761.SZ | China | $1.25B | -26% | -2% | -10% | 0.8× | n/a | n/a |
| Fangda Special Steel Technology 600507.SS | China | $1.38B | -32% | +8% | 3% | 0.6× | n/a | n/a |
| NMDC Steel NSLNISP.NS | India | $1.23B | -10% | +42% | 3% | 0.8× | 20.8% | +41.6% |
| Fushun Special Steel 600399.SS | China | $1.22B | -25% | +6% | -5% | 1.5× | n/a | n/a |
| Ryerson RYZ | United States | $1.43B | +1% | +53% | 1% | 0.4× | n/a | n/a |
| Beijing Lier High-Temperature Materials 002392.SZ | China | $1.20B | -29% | +16% | 4% | 1.3× | 15.4% | +10.2% |
| Dalian Huarui Heavy Industry 002204.SZ | China | $1.43B | -28% | +5% | 4% | 0.7× | -3.8% | +13.9% |
| Xinyu Iron & Steel 600782.SS | China | $1.20B | -17% | -13% | -4% | 0.4× | n/a | n/a |
| Guizhou Aviation Technical Development 688239.SS | China | $1.19B | -39% | +23% | 12% | 4.0× | 17.7% | +25.0% |
| Zhongnanhong Culture 002445.SZ | China | $1.17B | -7% | -1% | 1% | 6.0× | n/a | n/a |
| Tokyo Steel Manufacturing 5423.T | Japan | $1.17B | -1% | -1% | -1% | 0.5× | n/a | n/a |
| Godawari Power & Ispat GPIL.NS | India | $1.49B | -31% | +8% | 19% | 2.4× | 21.7% | +6.3% |
| Suzhou Hesheng Special Material 002290.SZ | China | $1.51B | -50% | +1% | 7% | 4.0× | 34.8% | +7.1% |
| Vedanta Iron And Steel VISL.NS | India | $1.11B | n/a | n/a | n/a | n/a | n/a | n/a |