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Employees: 1,193
Size Marubun (7537.T) is a Japan Information Technology company (Electronics Distributors) with a market value of $323M, the 1320th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,950 on 6 Nov 2026.
Performance Over six months the shares gained 67.2%, against -9.5% for the median peer and +1.8% for the Japan market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue grew 2.1% over the last twelve months (peer median +18.3%); the operating margin is 4.4% (peer median 3.6%).
Valuation It trades at 9.0× forward earnings against a peer median of 10.8× (2nd cheapest of 7).
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 -0 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.8 points above its cost of capital (6.7% WACC).
Next results Next results expected around 3 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥219B | ¥213B | ¥211B | ¥236B | ¥226B |
| Revenue growth | — | +1% | -11% | +5% | — |
| Gross profit | ¥27.2B | ¥24.7B | ¥26.2B | ¥29.6B | ¥27.3B |
| EBITDA | ¥10.5B | ¥8.48B | ¥9.58B | ¥13.5B | ¥11.7B |
| Net income | ¥5.09B | ¥3.30B | ¥4.41B | ¥3.40B | ¥5.20B |
| Free cash flow | ¥8.81B | ¥5.35B | ¥17.2B | ¥22.2B | -¥19.1B |
| Capital expenditure | ¥575M | ¥1.43B | ¥2.45B | ¥1.18B | ¥267M |
| Total debt | ¥41.3B | ¥48.9B | ¥50.5B | ¥64.7B | ¥74.6B |
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 | 7537.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.1% | -14.8% | 3rd highest of 21 |
| 6-month return | +67.2% | -9.5% | highest of 21 |
| Distance from 52-week high | -14.5% | -30.6% | 2nd highest of 21 |
| Revenue growth (TTM) | +2.1% | +18.3% | 6th lowest of 21 |
| Operating margin | 4.4% | 3.6% | 9th highest of 21 |
| Forward P/E | 9.0× | 10.8× | 2nd cheapest of 7 |
| Growth the price implies (Req g, 7 yrs) | -6.1% | 0.3% | 3rd least demanding of 11 |
| Growth delivered (Del g) | -5.9% | +2.5% | 3rd lowest of 11 |
| Hurdle (Req g minus delivered) | -0.2 pp | -5.2 pp | 4th most demanding of 11 |
| ROIC minus cost of capital | +0.8 pp | +3.1 pp | 10th lowest of 20 |
| Net debt / EBITDA | 1.7× | 1.4× | 6th most indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Marubun 7537.T | Japan | $323M | +67% | +2% | 4% | 9.0× | -6.1% | -5.9% |
| Suzhou Chunxing Precision Mechanical 002547.SZ | China | $332M | -35% | +2% | -10% | n/a | 7.1% | -15.4% |
| STCube 052020.KS | South Korea | $308M | -71% | -17% | -368% | n/a | n/a | n/a |
| Lanner Electronics 6245.TWO | Taiwan | $344M | -5% | -2% | 9% | n/a | n/a | n/a |
| Edom Technology 3048.TW | Taiwan | $344M | +6% | +11% | 2% | n/a | n/a | n/a |
| Sun-Wa Technos 8137.T | Japan | $346M | +8% | +20% | 3% | n/a | -0.8% | +1.9% |
| Promate Electronic 6189.TW | Taiwan | $354M | -10% | -10% | 4% | n/a | -9.8% | +2.1% |
| Shenzhen Neoway Technology 688159.SS | China | $365M | -45% | -43% | 5% | 4.3× | 25.7% | +33.3% |
| Esprinet PRT.MI | Italy | $379M | -9% | +5% | 1% | 11.6× | 2.7% | -0.9% |
| Samji Electronics 037460.KS | South Korea | $273M | -25% | +88% | 9% | n/a | n/a | n/a |
| Jetwell Computer 3147.TWO | Taiwan | $384M | +63% | +105% | 7% | 11.9× | -6.9% | +25.9% |
| Digital China 0861.HK | Hong Kong | $410M | -14% | +16% | 1% | n/a | 1.5% | +2.8% |
| Zenitron 3028.TW | Taiwan | $430M | -19% | +76% | 4% | 15.3× | n/a | n/a |
| Daitron 7609.T | Japan | $438M | +15% | +57% | 8% | 10.1× | -5.0% | +12.4% |
| Daou Data 032190.KS | South Korea | $444M | -32% | +130% | 6% | n/a | n/a | n/a |
| Miraini 546A.T | Japan | $470M | +11% | +32% | 3% | n/a | -1.0% | +16.3% |
| Dingli 300050.SZ | China | $478M | -18% | +24% | 8% | n/a | 27.1% | -15.4% |
| S.A.S. Dragon 1184.HK | Hong Kong | $542M | +16% | +92% | 4% | n/a | n/a | n/a |
| AB S.a. ABE.WA | Poland | $556M | +3% | +15% | 2% | 9.0× | n/a | n/a |
| Ryoden 8084.T | Japan | $558M | +45% | +13% | 3% | n/a | n/a | n/a |
| Shenzhen Best of Best 001298.SZ | China | $559M | -38% | +78% | 3% | n/a | n/a | n/a |