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← CockpitCompetitor Analysis › 7419.T Nojima Co.,Ltd.Open in the cockpit ↗

Nojima Co.,Ltd.7419.TCompetitor analysis, valuation and peers

Japan · JPY·Consumer Discretionary›Electronics/Appliance Stores

Japanese consumer-electronics and mobile-phone retail chain, also an authorized carrier sales agency and IT services provider.

≈ A smaller Best Buy with a wireless-carrier retail angleMomentum strong 71
Mkt cap
$2.46B
US dollars, full cap
Free float
56%
of shares outstanding
$/day
$6.63M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+9.5 pp
WACC 5.0%
Hurdle
-28 pp
Req g minus delivered
Next earnings
83 days
28 Jan 2027
Close · JPY¥1,321
1D-3.9%
1W+1.6%
1M+5.7%
3M-0.1%
6M+8.4%
YTD+11.0%
1Y+1.2%
ATR %2.8%
52w lowhigh17.8% off high

What Nojima does

Japanese consumer-electronics and mobile-phone retail chain, also an authorized carrier sales agency and IT services provider.

Appliances earn the usual retail markup, but the mobile business is paid differently: carriers pay it commissions for contracts signed and handsets sold, so it depends on the carriers' commission rules and on handset-pricing regulation. IT services add project-based income from small and mid-size firms.

In one line: A smaller Best Buy with a wireless-carrier retail angle.

Products and services

  • Electronics/appliance retail stores
  • Mobile phone carrier sales agency
  • IT solutions/services

Customers

  • Household consumers
  • SMB IT customers

Where it sits in the supply chain

  • Consumer electronics retail
  • Electronics & mobile retail
  • Stores, carrier agency, IT services

What could go right

  • Mobile handset upgrade cycles

What could go wrong

  • E-commerce competition
  • Consumer electronics deflation

Moat: narrow (distribution, scale). Regional store density plus carrier agency relationships.

Headquarters: Yokohama, Japan · Founded: 1973 · Employees: 12,112

Named competitors

Nojima at a glance

Size Nojima (7419.T) is a Japan Consumer Discretionary company (Electronics/Appliance Stores) with a market value of $2.46B, the 419th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,321 on 6 Nov 2026.

Performance Over six months the shares gained 8.4%, against +3.8% for the median peer and +1.8% for the Japan market (cap-weighted) — 8th highest of 17 in its peer set.

Growth Revenue grew 10.9% over the last twelve months (peer median +6.6%); the operating margin is 6.2% (peer median 2.7%).

Valuation It trades at 0.4× enterprise value to sales against a peer median of 0.9× (7th cheapest of 17).

Price implies For today's price to make sense, revenue must grow about -14% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is -28 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 9.5 points above its cost of capital (5.0% WACC).

Next results Next results expected around 28 Jan 2027 (exchange calendar; dates can move).

Relative performance

10011012013011 May 202611 Aug 20266 Nov 20267419.T 109Peer median 104
Six months, rebased to 100: Nojima against the median of its 16 peers (local-currency closes).

Nojima financials

Reported figures in JPY; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥1.02T¥983B¥853B¥761B¥626B
Revenue growth—+15%+12%+22%—
Gross profit¥285B¥255B¥224B¥199B¥165B
EBITDA¥88.4B¥82.9B¥72.0B¥52.6B¥50.8B
Net income¥53.1B¥38.9B¥32.3B¥20.0B¥23.3B
Free cash flown/a¥49.8B¥36.5B¥53.8B¥29.9B
Capital expendituren/a¥14.8B¥10.3B¥6.07B¥5.99B
Total debt¥98.1B¥79.7B¥87.6B¥46.0B¥82.2B

Quarterly statements and history in the cockpit →

Nojima competitor charts

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.

Performance: 6-month against 1-month return

-50%0%+50%+100%0%+20%PLBLDDRPUUILO273082829831002024FNACJBHRERE1280002519AVL75138173MOZN7419.T6-month return →1-month return →
Up and to the right = strong over both horizons. Nojima is the large dot.

Fundamentals: revenue growth against valuation

0%+500%+1,000%+1,500%0×5×10×15×DDRPUUILO273082821280002519AVL7419.TRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Nojima is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%+60%-25%0%25%50%DDRPUUILO273082829831002024FNAC002519AVLMOZN7419.TGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Nojima is the large dot.

Nojima competitors and peer comparison

Head to head with its named competitors (7419.T vs 9831.T vs 8282.T vs 2730.T)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Nojima 7419.T$2.46B+8%+11%6%0.4×-14.2%
Yamada 9831.T$3.90B+41%+7%1%0.5×20.7%
K's 8282.T$1.64B-4%+5%4%0.4×-11.0%
Edion 2730.T$1.64B+17%+4%4%0.4×-8.4%

How Nojima compares with its peers

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.

Nojima against its 16 peers (data as of 6 Nov 2026)
Measure7419.TPeer medianRank in peer set
1-month return+5.7%+1.0%5th highest of 17
6-month return+8.4%+3.8%8th highest of 17
Distance from 52-week high-17.8%-21.3%8th highest of 17
Revenue growth (TTM)+10.9%+6.6%6th highest of 16
Operating margin6.2%2.7%5th highest of 17
EV / Sales0.4×0.9×7th cheapest of 17
Growth the price implies (Req g, 7 yrs)-14.2%-0.6%least demanding of 14
Growth delivered (Del g)+13.4%0.0%2nd highest of 14
Hurdle (Req g minus delivered)-27.7 pp+2.3 ppleast demanding of 14
ROIC minus cost of capital+9.5 pp+2.7 pp4th highest of 16
EV / EBITDA4.7×10.9×2nd cheapest of 9
Net debt / EBITDA0.2×1.3×3rd least indebted of 13

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Nojima 7419.TJapan$2.46B+8%+11%6%0.4×-14.2%+13.4%
Polibeli PLBLUnited States$1.96B-28%n/a-29%97.0×n/an/a
Dicker Data DDR.AXAustralia$1.78B+54%+12%6%1.1×9.9%+5.1%
Puuilo PUUILO.HEFinland$1.76B+46%+15%18%3.5×-5.2%+13.1%
Edion 2730.TJapan$1.64B+17%+4%4%0.4×-8.4%+0.7%
K's 8282.TJapan$1.64B-4%+5%4%0.4×-11.0%-0.8%
Yamada 9831.TJapan$3.90B+41%+7%1%0.5×20.7%-0.7%
Suning.com 002024.SZChina$1.48B-19%-34%-10%0.9×-3.0%-28.0%
Fnac Darty FNAC.PAFrance$1.16B-1%+10%2%0.3×-0.6%+6.6%
JB Hi-Fi JBH.AXAustralia$5.86B+8%+5%7%0.8×6.7%+4.4%
ATRenew Inc. Sponsored ADR REREUnited States$944M-7%+35%3%0.2×n/an/a
China Qidian Guofeng 1280.HKHong Kong$930M+113%-6%-30%16.0×n/an/a
Jiangsu Yinhe Electronics 002519.SZChina$852M-38%+1,594%-9%5.7×56.2%-18.2%
Aditya Vision AVL.NSIndia$714M-6%+28%7%2.4×33.5%+29.0%
Kojima 7513.TJapan$675M+15%+5%3%0.3×-9.8%0.0%
Joshin 8173.TJapan$674M+42%+9%2%0.3×-3.7%-0.6%
mobilezone MOZN.SWSwitzerland$659M-12%-37%6%1.1×1.4%-6.1%

Questions

Who are Nojima's main competitors?
Named competitors: Yamada Holding (9831.T), K's Holdings (8282.T), Edion (2730.T). The cockpit's measured peer set (industry) also includes Polibeli (PLBL), Dicker Data (DDR.AX), Puuilo (PUUILO.HE), Edion (2730.T), K's (8282.T), Yamada (9831.T).
Is Nojima expensive compared with its peers?
On ev / sales it trades at 0.4× against a peer median of 0.9×, 7th cheapest of 17 in its peer set. For today's price to make sense, revenue must grow about -14% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is -28 pp: the price already allows for a slowdown.
How has Nojima stock performed?
Over six months to 6 Nov 2026 the shares returned +8.4% against +3.8% for the median peer; over one year +1.2%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.