Loading…
Employees: 5,244
Size Kohnan Shoji (7516.T) is a Japan Consumer Discretionary company (Home Improvement Chains) with a market value of $925M, the 767th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥4,640 on 6 Nov 2026.
Performance Over six months the shares gained 14.6%, against +12.8% for the median peer and +1.8% for the Japan market (cap-weighted) — 6th highest of 11 in its peer set.
Growth Revenue grew 6.3% over the last twelve months (peer median +4.9%); the operating margin is 4.7% (peer median 5.8%).
Valuation It trades at 10.1× forward earnings against a peer median of 13.1× (2nd cheapest of 9).
Price implies For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is -3 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.5 points below its cost of capital (5.0% WACC).
Next results Next results expected around 12 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥542B | ¥520B | ¥501B | ¥473B | ¥439B |
| Revenue growth | — | +4% | +6% | +8% | — |
| Gross profit | ¥213B | ¥203B | ¥197B | ¥187B | ¥176B |
| EBITDA | ¥43.7B | ¥40.2B | ¥41.8B | ¥39.9B | ¥36.6B |
| Net income | ¥13.9B | ¥12.3B | ¥14.2B | ¥14.1B | ¥13.2B |
| Free cash flow | n/a | ¥9.12B | ¥2.23B | ¥4.50B | -¥5.12B |
| Capital expenditure | n/a | ¥14.7B | ¥21.1B | ¥18.8B | ¥15.6B |
| Total debt | ¥219B | ¥219B | ¥207B | ¥197B | ¥172B |
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 | 7516.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +6.9% | +4.9% | 5th highest of 11 |
| 6-month return | +14.6% | +12.8% | 6th highest of 11 |
| Distance from 52-week high | -4.5% | -7.2% | 4th highest of 11 |
| Revenue growth (TTM) | +6.3% | +4.9% | 4th highest of 11 |
| Operating margin | 4.7% | 5.8% | 4th lowest of 11 |
| Forward P/E | 10.1× | 13.1× | 2nd cheapest of 9 |
| Growth the price implies (Req g, 7 yrs) | 0.4% | -0.4% | 5th most demanding of 10 |
| Growth delivered (Del g) | +3.3% | +3.4% | 5th lowest of 10 |
| Hurdle (Req g minus delivered) | -2.9 pp | -4.5 pp | 5th most demanding of 10 |
| ROIC minus cost of capital | -0.5 pp | +0.1 pp | 4th lowest of 11 |
| EV / EBITDA | 8.0× | 7.5× | 5th most expensive of 10 |
| Net debt / EBITDA | 4.6× | 1.2× | most indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Kohnan Shoji 7516.T | Japan | $925M | +15% | +6% | 5% | 10.1× | 0.4% | +3.3% |
| Joyful Honda 3191.T | Japan | $859M | +10% | +5% | 6% | n/a | 1.1% | +0.3% |
| Arclands 9842.T | Japan | $748M | +6% | +8% | 4% | 9.4× | 2.2% | +14.2% |
| Sangetsu 8130.T | Japan | $1.15B | +4% | +4% | 10% | 13.7× | -10.8% | +7.3% |
| Komeri 8218.T | Japan | $1.21B | +17% | +3% | 6% | 11.8× | -6.8% | 0.0% |
| DCM 3050.T | Japan | $1.40B | +10% | +5% | 6% | 12.5× | -1.7% | +2.9% |
| HORNBACH Holding AG & Co. KGaA HBH.DE | Germany | $1.66B | +18% | +5% | 4% | 10.2× | -3.6% | +3.4% |
| Byggmax BMAX.ST | Sweden | $393M | +42% | +2% | 6% | 13.7× | -0.4% | -2.0% |
| Victorian Plumbing VIC.L | United Kingdom | $386M | +15% | +7% | 6% | 16.9× | 11.0% | +8.2% |
| NAFCO 2790.T | Japan | $346M | -12% | -3% | 1% | n/a | n/a | n/a |
| Clas Ohlson CLAS-B.ST | Sweden | $3.49B | +33% | +10% | 13% | 23.7× | 6.8% | +8.6% |