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Maker of precision automotive driveline parts (differential gears, camshafts), part of the Honda supplier group.
Maker of precision automotive driveline parts (differential gears, camshafts), part of the Honda supplier group.
In one line: A Honda-group precision auto-parts maker.
Moat: narrow (customer qualification, process know-how). Precision gear-manufacturing know-how and long Honda-group supply relationships.
Headquarters: Toyohashi, Japan · Founded: 1938 · Employees: 12,227
Size Musashi Seimitsu Industry (7220.T) is a Japan Consumer Discretionary company (Auto Parts: OEM) with a market value of $861M, the 805th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,071 on 6 Nov 2026.
Performance Over six months the shares fell 51.8%, against -19.0% for the median peer and +1.8% for the Japan market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue grew 3.5% over the last twelve months (peer median +3.8%); the operating margin is 5.9% (peer median 6.4%).
Valuation It trades at 15.9× forward earnings against a peer median of 15.6× (8th most expensive of 16).
Price implies For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is -1 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 4.3 points below its cost of capital (11.2% WACC).
Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥353B | ¥347B | ¥347B | ¥350B | ¥302B |
| Revenue growth | — | 0% | -1% | +16% | — |
| Gross profit | ¥57.3B | ¥52.7B | ¥50.2B | ¥48.2B | ¥33.3B |
| EBITDA | ¥39.8B | ¥38.0B | ¥38.5B | ¥37.8B | ¥26.2B |
| Net income | ¥1.45B | ¥1.26B | ¥7.78B | ¥7.92B | ¥2.44B |
| Free cash flow | n/a | ¥6.49B | ¥16.9B | ¥19.0B | ¥5.12B |
| Capital expenditure | n/a | ¥26.8B | ¥15.3B | ¥13.0B | ¥15.2B |
| Total debt | ¥106B | ¥101B | ¥97.9B | ¥100B | ¥99.9B |
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 |
|---|---|---|---|---|---|---|
| Musashi Seimitsu Industry 7220.T | $861M | -52% | +4% | 6% | 15.9× | 9.7% |
| Jtekt 6473.T | $3.82B | -1% | +4% | 5% | 11.4× | 1.2% |
| Aisin 7259.T | $9.78B | -14% | +6% | 4% | 10.0× | -0.3% |
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 | 7220.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -35.2% | 0.0% | lowest of 21 |
| 6-month return | -51.8% | -19.0% | lowest of 21 |
| Distance from 52-week high | -80.4% | -39.0% | lowest of 21 |
| Revenue growth (TTM) | +3.5% | +3.8% | 10th lowest of 21 |
| Operating margin | 5.9% | 6.4% | 10th lowest of 21 |
| Forward P/E | 15.9× | 15.6× | 8th most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | 9.7% | 4.9% | 5th most demanding of 10 |
| Growth delivered (Del g) | +11.1% | +9.4% | 4th highest of 10 |
| Hurdle (Req g minus delivered) | -1.4 pp | -10.3 pp | 4th most demanding of 10 |
| ROIC minus cost of capital | -4.3 pp | -0.0 pp | 5th lowest of 21 |
| EV / EBITDA | 5.3× | 10.6× | 3rd cheapest of 7 |
| Net debt / EBITDA | 1.7× | 0.8× | 2nd most indebted of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Musashi Seimitsu Industry 7220.T | Japan | $861M | -52% | +4% | 6% | 15.9× | 9.7% | +11.1% |
| Changchun FAWAY Group Automobile Components 600742.SS | China | $863M | -18% | -20% | 2% | 11.2× | n/a | n/a |
| Nishikawa Rubber 5161.T | Japan | $852M | +15% | +3% | 8% | n/a | -2.9% | +8.8% |
| Wuxi Longsheng Technology 300680.SZ | China | $849M | -37% | +4% | 7% | 25.4× | 12.1% | +35.6% |
| Zhejiang ZhaoFeng Mechanical & Electric 300695.SZ | China | $875M | -6% | +4% | 11% | 56.5× | n/a | n/a |
| Shanghai Baolong Automotive 603197.SS | China | $840M | -23% | +26% | 5% | 14.5× | n/a | n/a |
| Xinzhi 002664.SZ | China | $839M | -32% | +16% | 2% | 54.6× | n/a | n/a |
| Jiangsu Riying Electronics 603286.SS | China | $891M | -22% | +1% | -5% | n/a | n/a | n/a |
| Chuzhou Duoli Automotive Technology 001311.SZ | China | $894M | -36% | +45% | 7% | 15.6× | n/a | n/a |
| ZYNP Corporation 002448.SZ | China | $896M | -32% | +26% | 13% | 10.8× | -3.0% | +16.9% |
| Aisan Industry 7283.T | Japan | $828M | +18% | +2% | 6% | 8.3× | n/a | n/a |
| Autoneum AUTN.SW | Switzerland | $896M | +7% | -1% | 6% | 11.7× | -7.5% | +5.6% |
| FAWER Automotive Parts 000030.SZ | China | $897M | -28% | -7% | 0% | n/a | 4.9% | +9.4% |
| Steel Strips Wheels SSWL.NS | India | $898M | +153% | +33% | 8% | 20.4× | 25.4% | +24.3% |
| Wuhu Atech Automotive 603293.SS | China | $819M | -39% | +4% | 7% | n/a | n/a | n/a |
| Pricol PRICOLLTD.NS | India | $916M | +15% | +39% | 9% | 29.7× | n/a | n/a |
| Wuhan Lincontrol Automotive Electronics 688667.SS | China | $809M | -31% | -19% | 12% | 33.1× | 26.5% | +9.4% |
| Hunan Tyen Machinery 600698.SS | China | $918M | -5% | +17% | -7% | n/a | n/a | n/a |
| Guangdong Hongtu Technology (Holdings) 002101.SZ | China | $805M | -19% | -1% | 2% | 12.7× | n/a | n/a |
| Fujian Longxi Bearing (Group) 600592.SS | China | $926M | -19% | -2% | 11% | 28.9× | 14.0% | +3.0% |
| Nippon Seiki 7287.T | Japan | $800M | -14% | +6% | 4% | 11.9× | -1.7% | +8.6% |