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Employees: 8,790
Size Tachi-S (7239.T) is a Japan Consumer Discretionary company (Auto Parts: OEM) with a market value of $474M, the 1101st largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,182 on 6 Nov 2026.
Performance Over six months the shares gained 6.1%, against -25.5% for the median peer and +1.8% for the Japan market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue fell 1.6% over the last twelve months (peer median +8.5%); the operating margin is 4.6% (peer median 6.9%).
Valuation It trades at 8.3× forward earnings against a peer median of 19.6× (2nd cheapest of 9).
Price implies For today's price to make sense, revenue must grow about -17% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -23 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 3.5 points above its cost of capital (9.1% WACC).
Next results Next results expected around 13 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥272B | ¥269B | ¥285B | ¥293B | ¥243B |
| Revenue growth | — | -6% | -3% | +20% | — |
| Gross profit | ¥33.9B | ¥31.1B | ¥28.8B | ¥27.6B | ¥19.5B |
| EBITDA | ¥17.7B | ¥16.7B | ¥15.3B | ¥13.0B | ¥7.10B |
| Net income | ¥10.7B | ¥9.30B | ¥11.3B | ¥5.42B | ¥5.82B |
| Free cash flow | n/a | ¥8.81B | ¥5.30B | ¥14.8B | ¥239M |
| Capital expenditure | n/a | ¥4.78B | ¥4.46B | ¥3.65B | ¥3.50B |
| Total debt | ¥4.05B | ¥6.42B | ¥14.5B | ¥14.8B | ¥22.8B |
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 | 7239.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -5.5% | -12.2% | 8th highest of 21 |
| 6-month return | +6.1% | -25.5% | 3rd highest of 21 |
| Distance from 52-week high | -9.6% | -38.8% | 2nd highest of 21 |
| Revenue growth (TTM) | -1.6% | +8.5% | 5th lowest of 21 |
| Operating margin | 4.6% | 6.9% | 8th lowest of 21 |
| Forward P/E | 8.3× | 19.6× | 2nd cheapest of 9 |
| Growth the price implies (Req g, 7 yrs) | -16.7% | 17.0% | 2nd least demanding of 16 |
| Growth delivered (Del g) | +6.3% | +10.1% | 2nd lowest of 16 |
| Hurdle (Req g minus delivered) | -23.0 pp | +5.6 pp | 2nd least demanding of 16 |
| ROIC minus cost of capital | +3.5 pp | -1.0 pp | 6th highest of 21 |
| EV / EBITDA | 1.9× | 13.8× | cheapest of 8 |
| Net debt / EBITDA | -2.3× | -0.2× | 2nd least indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Tachi-S 7239.T | Japan | $474M | +6% | -2% | 5% | 8.3× | -16.7% | +6.3% |
| Martinrea International MRE.TO | Canada | $475M | -10% | -3% | 5% | 4.2× | -6.2% | +7.4% |
| Shenzhen Roadrover Technology 002813.SZ | China | $470M | -4% | -14% | -16% | n/a | n/a | n/a |
| T.RAD 7236.T | Japan | $485M | +17% | +6% | 7% | n/a | 5.0% | +7.5% |
| Beijing Tianyishangjia New Material 688033.SS | China | $459M | -34% | -31% | -342% | 22.7× | 15.2% | +10.6% |
| Jee Technology 688162.SS | China | $496M | -25% | +15% | 1% | 23.7× | 36.1% | +23.7% |
| Hefei Conver 603409.SS | China | $451M | -45% | +16% | 11% | n/a | n/a | n/a |
| Changchai 000570.SZ | China | $450M | -23% | +1% | 2% | n/a | 7.2% | +1.5% |
| Shanghai Vico Precision Mold & Plastics 301499.SZ | China | $450M | -39% | +16% | 4% | n/a | n/a | n/a |
| Swaraj Engines SWARAJENG.NS | India | $450M | -13% | +25% | 12% | 20.4× | 19.1% | +15.3% |
| Ningbo Tianlong Electronics 603266.SS | China | $448M | -26% | +3% | 8% | n/a | 8.7% | +6.3% |
| Ningbo Shenglong Automotive Powertrain System 603178.SS | China | $502M | -27% | -6% | -10% | n/a | 22.3% | +6.5% |
| Murakami 7292.T | Japan | $503M | +3% | +8% | 7% | n/a | -19.1% | +9.3% |
| Shinry Technologies 300745.SZ | China | $504M | -41% | +33% | -4% | 18.8× | n/a | n/a |
| Shanghai Carthane 603037.SS | China | $504M | -8% | +15% | 9% | n/a | 25.0% | +10.7% |
| Guangzhou Tongda Auto Electric 603390.SS | China | $505M | -28% | +11% | 10% | n/a | 17.0% | +9.5% |
| SNT DYNAMICS 003570.KS | South Korea | $446M | -59% | +9% | 8% | 8.9× | n/a | n/a |
| Nantong Chaoda Equipment 301186.SZ | China | $505M | -38% | +5% | 7% | n/a | 21.6% | +11.9% |
| Zhejiang Tenchen Controls 603085.SS | China | $507M | -31% | +29% | 6% | 14.4× | 1.3% | +16.2% |
| NRB Bearings NRBBEARING.NS | India | $442M | +44% | +14% | 13% | 28.2× | 27.7% | +12.0% |
| Hangzhou Zhengqiang 301119.SZ | China | $510M | -20% | +5% | 19% | n/a | 19.9% | +10.1% |