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Employees: 717
Size Cosel (6905.T) is a Japan Information Technology company (Electronic Production Equipment) with a market value of $297M, the 1365th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,139 on 6 Nov 2026.
Performance Over six months the shares fell 10.3%, against -16.6% for the median peer and +1.8% for the Japan market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 17.1% over the last twelve months (peer median +12.6%); the operating margin is 0.9% (peer median 5.8%).
Valuation It trades at 15.3× forward earnings against a peer median of 13.8× (3rd most expensive of 8).
Price implies For today's price to make sense, revenue must grow about 30% a year for seven years (Req g). Recent delivered growth is -2%, so the hurdle is +32 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 8.4 points below its cost of capital (9.1% WACC).
Next results Next results expected around 18 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥27.8B | ¥25.0B | ¥27.1B | ¥41.4B | ¥35.3B |
| Revenue growth | — | -7% | -35% | +17% | — |
| Gross profit | ¥7.06B | ¥6.04B | ¥7.21B | ¥13.7B | ¥10.6B |
| EBITDA | ¥1.71B | ¥800M | ¥2.15B | ¥8.30B | ¥6.21B |
| Net income | -¥2.68B | -¥3.41B | -¥114M | ¥5.17B | ¥3.16B |
| Free cash flow | n/a | ¥1.30B | ¥2.30B | ¥4.51B | ¥169M |
| Capital expenditure | n/a | ¥1.83B | ¥1.77B | ¥1.21B | ¥863M |
| Total debt | ¥192M | ¥226M | ¥282M | ¥325M | ¥324M |
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 | 6905.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -25.4% | -23.8% | 11th highest of 21 |
| 6-month return | -10.3% | -16.6% | 7th highest of 21 |
| Distance from 52-week high | -31.3% | -43.0% | 4th highest of 21 |
| Revenue growth (TTM) | +17.1% | +12.6% | 7th highest of 21 |
| Operating margin | 0.9% | 5.8% | 6th lowest of 21 |
| Forward P/E | 15.3× | 13.8× | 3rd most expensive of 8 |
| Growth the price implies (Req g, 7 yrs) | 30.1% | 14.4% | 4th most demanding of 11 |
| Growth delivered (Del g) | -1.5% | +6.5% | 2nd lowest of 11 |
| Hurdle (Req g minus delivered) | +31.6 pp | +3.1 pp | 2nd most demanding of 11 |
| ROIC minus cost of capital | -8.4 pp | -1.4 pp | 5th lowest of 20 |
| EV / EBITDA | 10.9× | 9.8× | 5th most expensive of 12 |
| Net debt / EBITDA | -16.5× | -0.9× | least indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Cosel 6905.T | Japan | $297M | -10% | +17% | 1% | 15.3× | 30.1% | -1.5% |
| XDC Industries (Shenzhen) 300615.SZ | China | $304M | -21% | +35% | -12% | n/a | n/a | n/a |
| Hanyang Digitech 078350.KS | South Korea | $291M | -13% | +38% | 5% | n/a | n/a | n/a |
| PARPRO 4916.TW | Taiwan | $308M | +28% | +32% | 9% | 24.1× | n/a | n/a |
| Albatron Technology 5386.TWO | Taiwan | $310M | -35% | +223% | 18% | n/a | n/a | n/a |
| CoAsia Electronics 8096.TWO | Taiwan | $285M | -35% | +16% | 2% | n/a | n/a | n/a |
| Valuetronics BN2.SI | Singapore | $311M | -17% | -8% | 8% | 14.2× | -12.4% | -7.4% |
| SAMCO 6387.T | Japan | $280M | -53% | +16% | 28% | 13.8× | 5.8% | +13.4% |
| BOE Varitronix 0710.HK | Hong Kong | $321M | -27% | +3% | 2% | 6.9× | n/a | n/a |
| Hanyang ENG 045100.KS | South Korea | $268M | -29% | +11% | 6% | n/a | n/a | n/a |
| Shenzhen Longood Intelligent Electronic 300543.SZ | China | $329M | -26% | +2% | -1% | n/a | n/a | n/a |
| Guangdong Faith Long Crystal Technology 300460.SZ | China | $339M | -14% | +11% | -18% | n/a | 9.5% | +7.2% |
| FIC Global 3701.TW | Taiwan | $341M | -29% | -28% | -6% | n/a | 31.2% | +5.8% |
| Nihon Dempa Kogyo 6779.T | Japan | $259M | -2% | +8% | 6% | 12.7× | n/a | n/a |
| SFC Energy F3C.DE | Germany | $343M | -16% | +3% | 13% | 18.0× | 8.9% | +21.9% |
| Siward Crystal Technology 2484.TW | Taiwan | $257M | +25% | -1% | 6% | n/a | 32.5% | -1.4% |
| Viking Tech 3624.TWO | Taiwan | $344M | +77% | +14% | 12% | n/a | 30.5% | +4.7% |
| Zhejiang East Crystal Electronic 002199.SZ | China | $352M | -6% | +202% | -5% | n/a | n/a | n/a |
| Hansol Technics 004710.KS | South Korea | $250M | -13% | 0% | 1% | 2.5× | 19.2% | +0.9% |
| Micro Contact Solution 098120.KS | South Korea | $247M | +8% | +39% | 23% | n/a | 7.6% | +20.6% |
| Hollyland (China) Electronics Technology 002729.SZ | China | $361M | -32% | +14% | 8% | n/a | 24.2% | +20.2% |