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Employees: 36,655
Size NOK (641A.T) is a Japan Industrials company (Auto Parts: OEM) with a market value of $3.11B, the 356th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,604 on 6 Nov 2026.
Growth Revenue fell 0.4% over the last twelve months (peer median +7.9%); the operating margin is 4.5% (peer median 10.3%).
Valuation It trades at 0.6× enterprise value to sales against a peer median of 1.4× (4th cheapest of 21).
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 +4%, so the hurdle is -5 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.4 points below its cost of capital (5.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥748B | ¥738B | ¥767B | ¥751B | ¥710B |
| Revenue growth | — | -4% | +2% | +6% | — |
| Gross profit | ¥134B | ¥131B | ¥136B | ¥116B | ¥106B |
| EBITDA | ¥83.9B | ¥82.7B | ¥84.8B | ¥71.0B | ¥61.4B |
| Net income | ¥49.7B | ¥46.3B | ¥30.3B | ¥31.6B | ¥13.3B |
| Free cash flow | n/a | ¥19.6B | ¥43.8B | ¥43.4B | ¥1.25B |
| Capital expenditure | n/a | ¥49.8B | ¥48.8B | ¥46.3B | ¥45.4B |
| Total debt | ¥66.2B | ¥65.0B | ¥64.4B | ¥78.4B | ¥74.2B |
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.
Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 641A.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -8.8% | -13.4% | 7th highest of 21 |
| Distance from 52-week high | -16.5% | -36.5% | 4th highest of 21 |
| Revenue growth (TTM) | -0.4% | +7.9% | 3rd lowest of 21 |
| Operating margin | 4.5% | 10.3% | 2nd lowest of 21 |
| EV / Sales | 0.6× | 1.4× | 4th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | -0.3% | 3.8% | 6th least demanding of 16 |
| Growth delivered (Del g) | +4.4% | +8.1% | 6th lowest of 16 |
| Hurdle (Req g minus delivered) | -4.7 pp | -4.5 pp | 8th least demanding of 16 |
| ROIC minus cost of capital | -1.4 pp | +2.0 pp | 2nd lowest of 20 |
| EV / EBITDA | 5.5× | 8.5× | 3rd cheapest of 19 |
| Net debt / EBITDA | -0.9× | 0.2× | 8th least indebted of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| NOK 641A.T | Japan | $3.11B | n/a | 0% | 4% | 0.6× | -0.3% | +4.4% |
| Maruwa 5344.T | Japan | $3.12B | -46% | +26% | 36% | 4.8× | n/a | n/a |
| Takasago Thermal Engineering 1969.T | Japan | $3.13B | -21% | +2% | 11% | 1.2× | 3.8% | +9.0% |
| Kraftia 1959.T | Japan | $3.10B | -29% | +5% | 12% | 1.0× | 2.8% | +4.0% |
| Tokyo Seimitsu 7729.T | Japan | $3.16B | -29% | +17% | 22% | 2.4× | 16.0% | +11.4% |
| Rinnai 5947.T | Japan | $3.07B | -3% | +4% | 10% | 0.8× | -9.5% | +6.4% |
| Modec 6269.T | Japan | $3.03B | -46% | +17% | 9% | 0.3× | -21.3% | +18.6% |
| Macnica 3132.T | Japan | $3.23B | +8% | +35% | 4% | 0.4× | n/a | n/a |
| NIKKON 9072.T | Japan | $3.25B | -19% | +7% | 9% | 2.2× | 12.0% | +8.1% |
| Nagase & 8012.T | Japan | $2.96B | -9% | +8% | 5% | 0.6× | 3.5% | +3.2% |
| Jgc 1963.T | Japan | $2.94B | -18% | -15% | 6% | 0.1× | n/a | n/a |
| Taiyo 4626.T | Japan | $3.36B | -5% | +18% | 25% | 3.7× | 5.0% | +11.2% |
| Fuji 6134.T | Japan | $2.85B | -23% | +45% | 20% | 1.9× | n/a | n/a |
| Mabuchi Motor 6592.T | Japan | $2.84B | +18% | +12% | 12% | 1.6× | 5.8% | +11.5% |
| EXEO 1951.T | Japan | $2.84B | -22% | +18% | 7% | 0.6× | -5.0% | +6.6% |
| Japan Airport Terminal 9706.T | Japan | $3.46B | +16% | +8% | 17% | 2.3× | -2.3% | +40.7% |
| Keio 9008.T | Japan | $2.80B | +3% | +10% | 10% | 1.8× | n/a | n/a |
| Kurita Water Industries 6370.T | Japan | $3.47B | -39% | +1% | 14% | 1.5× | 5.6% | +8.5% |
| Nabtesco 6268.T | Japan | $2.77B | -28% | -8% | 9% | 1.3× | 7.8% | +2.0% |
| Sankyu 9065.T | Japan | $2.76B | -9% | 0% | 7% | 0.8× | -1.1% | +3.4% |
| THK 6481.T | Japan | $3.52B | -16% | +8% | 7% | 2.4× | 24.8% | +1.9% |