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Employees: 7,313
Size Shinmaywa Industries,Ltd (7224.T) is a Japan Industrials company (Aerospace & Defense) with a market value of $721M, the 890th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,726 on 6 Nov 2026.
Performance Over six months the shares fell 32.4%, against -40.8% for the median peer and +1.8% for the Japan market (cap-weighted) — 9th highest of 20 in its peer set.
Growth Revenue grew 11.8% over the last twelve months (peer median +4.6%); the operating margin is 6.1% (peer median -4.5%).
Valuation It trades at 0.5× enterprise value to sales against a peer median of 7.4× (cheapest of 20).
Price implies For today's price to make sense, revenue must grow about -6% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -12 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.6 points above its cost of capital (6.8% WACC).
Next results Next results expected around 4 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥297B | ¥285B | ¥266B | ¥257B | ¥225B |
| Revenue growth | — | +7% | +4% | +14% | — |
| Gross profit | ¥52.1B | ¥49.4B | ¥44.8B | ¥40.8B | ¥35.9B |
| EBITDA | ¥24.6B | ¥22.6B | ¥19.7B | ¥17.0B | ¥14.6B |
| Net income | ¥13.0B | ¥11.5B | ¥8.96B | ¥7.28B | ¥7.31B |
| Free cash flow | ¥12.7B | ¥15.0B | ¥10.3B | ¥8.49B | ¥2.15B |
| Capital expenditure | ¥11.9B | ¥10.3B | ¥11.3B | ¥6.30B | ¥4.88B |
| Total debt | ¥51.9B | ¥49.4B | ¥51.8B | ¥51.2B | ¥53.1B |
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 | 7224.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -8.5% | -9.2% | 10th highest of 20 |
| 6-month return | -32.4% | -40.8% | 9th highest of 20 |
| Distance from 52-week high | -37.1% | -58.2% | 5th highest of 20 |
| Revenue growth (TTM) | +11.8% | +4.6% | 9th highest of 20 |
| Operating margin | 6.1% | -4.5% | 9th highest of 20 |
| EV / Sales | 0.5× | 7.4× | cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | -5.6% | 36.9% | least demanding of 8 |
| Growth delivered (Del g) | +6.4% | +12.9% | 3rd lowest of 8 |
| Hurdle (Req g minus delivered) | -12.0 pp | +23.7 pp | least demanding of 8 |
| ROIC minus cost of capital | +1.6 pp | -6.6 pp | 5th highest of 18 |
| EV / EBITDA | 5.6× | 25.4× | cheapest of 7 |
| Net debt / EBITDA | 0.9× | 0.7× | 3rd most indebted of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shinmaywa Industries,Ltd 7224.T | Japan | $721M | -32% | +12% | 6% | 0.5× | -5.6% | +6.4% |
| Xi'An Tian He Defense Technology 300397.SZ | China | $713M | -28% | +69% | -5% | 8.0× | n/a | n/a |
| Chengdu ALD Aviation Manufacturing 300696.SZ | China | $733M | -58% | -18% | -12% | 10.8× | n/a | n/a |
| Shandong Senter Electronic 001388.SZ | China | $742M | -16% | +5% | 6% | 4.4× | 21.1% | +17.7% |
| Wuxi Hyatech 688510.SS | China | $768M | -41% | -4% | 12% | 7.5× | 41.9% | +18.2% |
| Cohort CHRT.L | United Kingdom | $774M | +9% | +13% | 11% | 1.9× | n/a | n/a |
| Sun-Create Electronics 600990.SS | China | $669M | -28% | -13% | -30% | 4.6× | 35.7% | -15.1% |
| Eve EVEX | United States | $645M | -43% | n/a | n/a | n/a | n/a | n/a |
| DroneShield DRO.AX | Australia | $818M | -60% | +153% | -14% | 3.8× | n/a | n/a |
| Jiangsu Maixinlin Aviation Science and Technology 688685.SS | China | $620M | -42% | -36% | -18% | 13.4× | n/a | n/a |
| York Space Systems YSS | United States | $860M | -82% | +52% | -15% | 1.3× | n/a | n/a |
| Nanjing LES Information Technology 688631.SS | China | $863M | -38% | -31% | -5% | 5.1× | 36.9% | -1.1% |
| Jiangxi Xinyu Guoke Technology 300722.SZ | China | $870M | -26% | +14% | 14% | 12.9× | 38.8% | +12.9% |
| Tonbo Imaging India TONBO.NS | India | $895M | n/a | -23% | 21% | 23.5× | n/a | n/a |
| Kraken Robotics PNG.V | Canada | $896M | -53% | +21% | -2% | 7.4× | n/a | n/a |
| Xi'an ChenXi Aviation Technology 300581.SZ | China | $906M | -13% | 0% | -78% | 49.0× | n/a | n/a |
| Beijing Navigation Control Technology 688282.SS | China | $564M | -42% | -4% | -26% | 14.9× | n/a | n/a |
| Avon Technologies AVON.L | United Kingdom | $933M | +45% | +5% | 12% | 3.1× | 16.3% | +7.4% |
| Streamax Technology 002970.SZ | China | $951M | -51% | +3% | 11% | 2.3× | n/a | n/a |
| Satellogic SATL | United States | $535M | -54% | +369% | -67% | 16.0× | n/a | n/a |
| Vincorion V1NC.DE | Germany | $982M | -5% | +18% | 12% | 4.1× | 38.0% | +47.5% |