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Diversified entertainment and electronics group: PlayStation games, music, film, image sensors and TVs/cameras.
Diversified entertainment and electronics group: PlayStation games, music, film, image sensors and TVs/cameras.
Games and network services, mainly digital game sales and subscriptions on PlayStation, are now the largest line, with music, film and TV, and image sensors sold to phone makers next. It has shifted from consumer electronics to entertainment and components, and spun off its financial arm in 2025.
In one line: A mix of Samsung (sensors/electronics), Nintendo and Disney.
Moat: wide (scale, IP / patents, installed base). World's #1 CMOS image sensor maker plus a PlayStation installed base and deep entertainment IP library.
Headquarters: Tokyo, Japan · Founded: 1946 · Employees: 94,900
Size Sony (6758.T) is a Japan Information Technology company (Computer Processing Hardware) with a market value of $156B, the 3rd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥4,142 on 6 Nov 2026.
Performance Over six months the shares gained 33.0%, against +12.7% for the median peer and +1.8% for the Japan market (cap-weighted) — 6th highest of 20 in its peer set.
Growth Revenue grew 1.0% over the last twelve months (peer median +32.0%); the operating margin is 13.3% (peer median 5.5%).
Valuation It trades at 18.7× forward earnings against a peer median of 13.2× (7th most expensive of 18).
Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -3 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 6.3 points above its cost of capital (6.9% WACC).
Credit Sony has 2 bonds outstanding ($1.00B), rated A+ by the agencies and trading like AA- at a weighted spread of 65 bp.
Next results Next results expected around 4 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥12.7T | ¥12.5T | ¥12.0T | ¥13.0T | ¥11.0T |
| Revenue growth | — | +4% | -8% | +19% | — |
| Gross profit | ¥4.04T | ¥4.61T | ¥4.26T | ¥4.07T | ¥3.97T |
| EBITDA | ¥2.84T | ¥2.73T | ¥2.40T | ¥2.31T | ¥2.27T |
| Net income | -¥222B | -¥327B | ¥1.14T | ¥971B | ¥1.01T |
| Free cash flow | ¥1.58T | ¥1.49T | ¥1.70T | ¥2.50T | ¥795B |
| Capital expenditure | ¥475B | ¥458B | ¥621B | ¥624B | ¥614B |
| Total debt | ¥1.87T | ¥1.67T | ¥4.20T | ¥4.09T | ¥3.87T |
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 | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Sony 6758.T | $156B | +33% | +1% | 13% | 18.7× | 3.4% |
| SamsungElec 005930.KS | $886B | -14% | +88% | 46% | 4.0× | -7.2% |
| Microsoft MSFT | $3.94T | +28% | +18% | 47% | 25.5× | 17.2% |
| Nintendo 7974.T | $59.8B | +6% | +52% | 20% | 22.2× | -1.5% |
| Apple AAPL | $4.98T | +17% | +15% | 33% | 36.8× | 19.0% |
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 | 6758.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +9.9% | -15.1% | 3rd highest of 21 |
| 6-month return | +33.0% | +12.7% | 6th highest of 20 |
| Distance from 52-week high | -12.9% | -38.7% | highest of 21 |
| Revenue growth (TTM) | +1.0% | +32.0% | 3rd lowest of 20 |
| Operating margin | 13.3% | 5.5% | 4th highest of 20 |
| Forward P/E | 18.7× | 13.2× | 7th most expensive of 18 |
| Growth the price implies (Req g, 7 yrs) | 3.4% | 9.8% | 3rd least demanding of 9 |
| Growth delivered (Del g) | +6.8% | +6.7% | 4th highest of 9 |
| Hurdle (Req g minus delivered) | -3.4 pp | +3.6 pp | 4th least demanding of 9 |
| ROIC minus cost of capital | +6.3 pp | +1.4 pp | 6th highest of 20 |
| EV / EBITDA | 8.7× | 12.2× | 3rd cheapest of 8 |
| Net debt / EBITDA | -0.1× | 0.8× | 3rd least indebted of 11 |
| Bond spread | 65 bp | 109 bp | tightest of 5 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sony 6758.T | Japan | $156B | +33% | +1% | 13% | 18.7× | 3.4% | +6.8% |
| Dell Technologies DELL | United States | $209B | +26% | +49% | 10% | 11.6× | 10.1% | +5.6% |
| Hewlett Packard Enterprise HPE | United States | $59.4B | +43% | +27% | 8% | 9.6× | 16.2% | +5.0% |
| Lenovo 0992.HK | Hong Kong | $30.8B | +50% | +26% | 5% | 8.2× | -15.0% | +6.6% |
| Asustek Computer 2357.TW | Taiwan | $19.3B | +55% | +32% | 6% | 11.4× | n/a | n/a |
| Supermicro SMCI | United States | $18.9B | -19% | +156% | 9% | 4.8× | n/a | n/a |
| Dawning Information Industry 603019.SS | China | $16.8B | -17% | +32% | 13% | 38.4× | 31.2% | +8.0% |
| Wistron 3231.TW | Taiwan | $16.3B | +13% | +107% | 4% | 8.1× | n/a | n/a |
| Zebra Technologies ZBRA | United States | $15.2B | +42% | +17% | 17% | 14.9× | 14.8% | +4.1% |
| Advantech 2395.TW | Taiwan | $14.5B | +39% | +40% | 19% | 22.5× | 9.5% | +6.8% |
| Lingyi iTech (Guangdong) 002600.SZ | China | $14.2B | -17% | +9% | 6% | 30.9× | n/a | n/a |
| IonQ IONQ | United States | $14.0B | -34% | +371% | -392% | n/a | n/a | n/a |
| GoerTek 002241.SZ | China | $13.1B | 0% | -3% | 2% | 25.5× | n/a | n/a |
| IEIT SYSTEMS Co., Ltd.Class A 000977.SZ | China | $12.1B | -21% | +14% | 3% | 14.3× | 7.7% | +21.2% |
| Sharetronic Data Technology 300857.SZ | China | $11.4B | -40% | +127% | 21% | 39.5× | n/a | n/a |
| Quantinuum QNT | United States | $9.89B | n/a | +35% | -644% | n/a | n/a | n/a |
| Pegatron 4938.TW | Taiwan | $7.52B | +14% | -6% | 1% | 13.1× | n/a | n/a |
| SeeYA Technology 688781.SS | China | $7.11B | +17% | n/a | n/a | n/a | n/a | n/a |
| Inventec 2356.TW | Taiwan | $5.71B | +12% | +16% | 2% | 13.2× | n/a | n/a |
| China Greatwall Technology 000066.SZ | China | $5.40B | -42% | +28% | -1% | 81.7× | n/a | n/a |
| Guangzhou Shiyuan Electronic Technology 002841.SZ | China | $4.37B | +13% | +35% | 8% | 11.2× | -2.7% | +7.3% |
Sony has 2 bonds outstanding with $1.00B face value. The agencies rate it A+; its bonds trade like AA-. Weighted yield 5.39%, a spread of 65 bp over government bonds.