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Employees: 21,202
Size Mitsuba (7280.T) is a Japan Consumer Discretionary company (Auto Parts: OEM) with a market value of $333M, the 1289th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,160 on 6 Nov 2026.
Performance Over six months the shares gained 1.8%, against -21.3% for the median peer and +1.8% for the Japan market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue grew 2.5% over the last twelve months (peer median +2.0%); the operating margin is 6.7% (peer median 5.3%).
Valuation It trades at 0.3× enterprise value to sales against a peer median of 1.3× (2nd cheapest of 21).
Price implies For today's price to make sense, revenue must grow about -16% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is -21 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.7 points above its cost of capital (6.5% WACC).
Next results Next results expected around 11 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥354B | ¥349B | ¥349B | ¥344B | ¥320B |
| Revenue growth | — | 0% | +2% | +8% | — |
| Gross profit | ¥57.4B | ¥73.2B | ¥69.8B | ¥67.2B | ¥53.6B |
| EBITDA | ¥36.9B | ¥37.4B | ¥36.4B | ¥37.3B | ¥23.5B |
| Net income | ¥11.5B | ¥11.8B | ¥11.9B | ¥13.7B | ¥1.19B |
| Free cash flow | ¥17.9B | ¥17.2B | ¥29.2B | ¥31.2B | ¥19.8B |
| Capital expenditure | ¥13.2B | ¥11.6B | ¥8.85B | ¥10.4B | ¥9.87B |
| Total debt | ¥138B | ¥146B | ¥160B | ¥171B | ¥179B |
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 | 7280.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -12.4% | -12.0% | 11th highest of 21 |
| 6-month return | +1.8% | -21.3% | 5th highest of 21 |
| Distance from 52-week high | -46.1% | -31.3% | 7th lowest of 21 |
| Revenue growth (TTM) | +2.5% | +2.0% | 10th highest of 21 |
| Operating margin | 6.7% | 5.3% | 10th highest of 21 |
| EV / Sales | 0.3× | 1.3× | 2nd cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | -16.1% | 0.0% | least demanding of 13 |
| Growth delivered (Del g) | +5.3% | +5.3% | 7th highest of 13 |
| Hurdle (Req g minus delivered) | -21.4 pp | -4.2 pp | least demanding of 13 |
| ROIC minus cost of capital | +2.7 pp | -0.7 pp | 9th highest of 21 |
| EV / EBITDA | 2.5× | 7.5× | 2nd cheapest of 11 |
| Net debt / EBITDA | 0.7× | 1.2× | 6th least indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Mitsuba 7280.T | Japan | $333M | +2% | +3% | 7% | 0.3× | -16.1% | +5.3% |
| SuperAlloy Industrial 1563.TW | Taiwan | $335M | +60% | +3% | 8% | 1.5× | -0.1% | +5.1% |
| Uniparts India UNIPARTS.NS | India | $338M | +26% | +33% | 19% | 2.3× | 11.8% | +5.4% |
| Unipres 5949.T | Japan | $325M | -7% | +2% | 4% | 0.2× | -14.1% | +6.5% |
| Nihon Tokushu Toryo 4619.T | Japan | $346M | +23% | -4% | 7% | 0.8× | 2.1% | +5.2% |
| Winstech Precision 001319.SZ | China | $348M | -19% | +28% | 10% | 1.6× | 0.1% | +11.2% |
| CUB Elecparts 2231.TW | Taiwan | $319M | -34% | -21% | -5% | 4.6× | n/a | n/a |
| Cooper-Standard CPS | United States | $319M | -42% | +2% | 3% | 0.5× | n/a | n/a |
| Titan International TWI | United States | $319M | -38% | -4% | 1% | 0.5× | n/a | n/a |
| Shanghai Mobitech Technology 301173.SZ | China | $316M | -36% | -5% | 8% | 0.5× | -14.0% | +4.1% |
| Nanjing Chervon Auto Precision Technology 603982.SS | China | $315M | -24% | +4% | -11% | 2.0× | n/a | n/a |
| Kendrion KENDR.AS | Netherlands | $315M | -14% | -18% | 10% | 1.3× | -0.3% | -9.1% |
| Changchun Yidong Clutch 600148.SS | China | $312M | -23% | +18% | 4% | 2.8× | 27.7% | -7.9% |
| Eurocharm 5288.TW | Taiwan | $357M | -1% | +10% | 14% | 1.3× | -9.0% | +7.9% |
| ADD Industry (Zhejiang) 603089.SS | China | $358M | -25% | +4% | 0% | 1.2× | n/a | n/a |
| Hu Lane Associate 6279.TWO | Taiwan | $359M | -9% | +8% | 14% | 1.4× | n/a | n/a |
| Chengdu Shengbang Seals 301233.SZ | China | $310M | -29% | +1% | 17% | 3.4× | 10.1% | +10.0% |
| Wuxi Lihu 300694.SZ | China | $308M | -26% | -9% | 2% | 1.6× | 9.5% | +5.4% |
| GuangDong HongTeo Technology 300176.SZ | China | $305M | -40% | +1% | -2% | 1.5× | n/a | n/a |
| Ichikoh Industries,Ltd 7244.T | Japan | $304M | -2% | +2% | 6% | 0.3× | -7.1% | +0.6% |
| Rane (Madras) RML.NS | India | $367M | +34% | +42% | 5% | 0.9× | n/a | n/a |