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Japanese maker of precision optical-fiber connector components and molded plastic parts for telecom networks.
Japanese maker of precision optical-fiber connector components and molded plastic parts for telecom networks.
In one line: A small, connector-focused optical components supplier.
Moat: narrow (process know-how, customer qualification). Precision molding tolerances for optical parts are hard to replicate quickly.
Headquarters: Matsumoto, Japan · Founded: 1966 · Employees: 1,231
Size Seikoh Giken (6834.T) is a Japan Industrials company (Industrial Machinery) with a market value of $1.23B, the 649th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥27,600 on 6 Nov 2026.
Performance Over six months the shares gained 17.4%, against -23.5% for the median peer and +1.8% for the Japan market (cap-weighted) — 2nd highest of 20 in its peer set.
Growth Revenue grew 54.9% over the last twelve months (peer median +5.2%); the operating margin is 28.0% (peer median 2.7%).
Valuation It trades at 18.9× forward earnings against a peer median of 14.3× (5th most expensive of 13).
Price implies For today's price to make sense, revenue must grow about 25% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is +9 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 23.2 points above its cost of capital (14.2% WACC).
Next results Next results expected around 13 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥33.2B | ¥30.1B | ¥20.0B | ¥15.8B | ¥16.3B |
| Revenue growth | — | +51% | +27% | -3% | — |
| Gross profit | ¥16.0B | ¥14.2B | ¥7.33B | ¥4.57B | ¥4.90B |
| EBITDA | ¥10.3B | ¥8.68B | ¥3.77B | ¥2.04B | ¥2.64B |
| Net income | ¥7.47B | ¥6.21B | ¥2.23B | ¥761M | ¥1.08B |
| Free cash flow | n/a | ¥4.52B | ¥2.54B | ¥1.30B | ¥1.35B |
| Capital expenditure | n/a | ¥972M | ¥533M | ¥500M | ¥947M |
| 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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Seikoh Giken 6834.T | $1.23B | +17% | +55% | 28% | 18.9× | 24.6% |
| Kyocera 6971.T | $23.4B | +3% | +7% | 6% | 22.5× | 21.3% |
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 | 6834.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +51.1% | -16.8% | highest of 21 |
| 6-month return | +17.4% | -23.5% | 2nd highest of 20 |
| Distance from 52-week high | -27.6% | -52.2% | 2nd highest of 21 |
| Revenue growth (TTM) | +54.9% | +5.2% | 4th highest of 21 |
| Operating margin | 28.0% | 2.7% | highest of 21 |
| Forward P/E | 18.9× | 14.3× | 5th most expensive of 13 |
| Growth the price implies (Req g, 7 yrs) | 24.6% | 14.1% | 2nd most demanding of 9 |
| Growth delivered (Del g) | +15.2% | +11.1% | 3rd highest of 9 |
| Hurdle (Req g minus delivered) | +9.4 pp | -0.2 pp | 4th most demanding of 9 |
| ROIC minus cost of capital | +23.2 pp | -5.0 pp | 2nd highest of 21 |
| EV / EBITDA | 17.1× | 7.3× | 2nd most expensive of 7 |
| Net debt / EBITDA | -1.8× | -0.4× | 4th least indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Seikoh Giken 6834.T | Japan | $1.23B | +17% | +55% | 28% | 18.9× | 24.6% | +15.2% |
| Hefei Metalforming Intelligent Manufacturing 603011.SS | China | $1.22B | -18% | -15% | -11% | 307.4× | n/a | n/a |
| Tennant TNC | United States | $1.22B | -18% | 0% | 4% | 13.8× | n/a | n/a |
| HUYNDAI MOVEX 319400.KS | South Korea | $1.24B | -51% | +2% | 3% | n/a | n/a | n/a |
| Aotecar New Energy Technology 002239.SZ | China | $1.25B | -17% | -7% | 3% | n/a | 11.9% | +17.1% |
| Durr DUE.DE | Germany | $1.25B | -24% | +2% | 4% | 9.1× | -3.3% | +4.6% |
| Shuangliang Eco-Energy Systems 600481.SS | China | $1.21B | -36% | -29% | -29% | n/a | n/a | n/a |
| Eugene Technology 084370.KS | South Korea | $1.21B | -43% | +2% | 15% | 12.3× | 16.3% | +11.6% |
| Union Tool 6278.T | Japan | $1.20B | -41% | +40% | 25% | 14.8× | 22.0% | +12.0% |
| Aux Electric 2580.HK | Hong Kong | $1.26B | -37% | +1% | 8% | 4.5× | n/a | n/a |
| Ariston ARIS.MI | Italy | $1.20B | -17% | +5% | 6% | 8.8× | 0.1% | +10.5% |
| SVG 300331.SZ | China | $1.19B | -42% | +6% | 2% | n/a | 46.0% | +8.1% |
| Hangzhou Honghua Digital Technology Stock 688789.SS | China | $1.27B | -22% | -7% | 18% | 18.2× | n/a | n/a |
| SanFeng Intelligent Equipment 300276.SZ | China | $1.27B | -8% | +6% | -10% | n/a | 18.5% | +8.7% |
| Guangdong Anda Automation Solutions 688125.SS | China | $1.19B | -55% | +56% | 2% | 41.0× | n/a | n/a |
| Shenzhen Creality 3D Technology 3388.HK | Hong Kong | $1.28B | n/a | +468% | 1% | n/a | n/a | n/a |
| EFORT Intelligent Robot 688165.SS | China | $1.18B | -18% | +12% | -48% | n/a | n/a | n/a |
| Shenzhen iN-Cube Automation 301312.SZ | China | $1.18B | -43% | +18% | 6% | 78.2× | n/a | n/a |
| Yizumi 300415.SZ | China | $1.29B | -25% | +13% | 11% | 11.9× | 9.6% | +17.4% |
| Suzhou Gyz Electronic Technology 688260.SS | China | $1.17B | +96% | +56% | -13% | n/a | n/a | n/a |
| Guangdong Lyric Robot Automation 688499.SS | China | $1.17B | -15% | +37% | 1% | 51.7× | n/a | n/a |