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← CockpitCompetitor Analysis › 7545.T Nishimatsuya Chain Co., Ltd.Open in the cockpit ↗

Nishimatsuya Chain Co., Ltd.7545.TCompetitor analysis, valuation and peers

Japan · JPY·Consumer Discretionary›Apparel/Footwear Retail
Momentum neutral 43
Mkt cap
$725M
US dollars, full cap
Free float
44%
of shares outstanding
$/day
$3.48M
20-day average traded
Fwd P/E
13.8×
forward earnings
ROIC−WACC
+20.3 pp
WACC 5.0%
Hurdle
-25 pp
Req g minus delivered
Next earnings
35 days
11 Dec 2026
Close · JPY¥1,880
1D-5.0%
1W+2.3%
1M-2.9%
3M-4.7%
6M-6.0%
YTD-8.2%
1Y-10.6%
ATR %2.3%
52w lowhigh17.6% off high

What Nishimatsuya Chain does

Employees: 733

Nishimatsuya Chain at a glance

Size Nishimatsuya Chain (7545.T) is a Japan Consumer Discretionary company (Apparel/Footwear Retail) with a market value of $725M, the 881st largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,880 on 6 Nov 2026.

Performance Over six months the shares fell 6.0%, against -18.4% for the median peer and +1.8% for the Japan market (cap-weighted) — 7th highest of 20 in its peer set.

Growth Revenue grew 5.1% over the last twelve months (peer median +5.9%); the operating margin is 4.9% (peer median 6.7%).

Valuation It trades at 13.8× forward earnings against a peer median of 14.4× (8th cheapest of 16).

Price implies For today's price to make sense, revenue must grow about -21% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is -25 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 20.3 points above its cost of capital (5.0% WACC).

Next results Next results expected around 11 Dec 2026 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 20267545.T 94Peer median 80
Six months, rebased to 100: Nishimatsuya Chain against the median of its 20 peers (local-currency closes).

Nishimatsuya Chain financials

Reported figures in JPY; fiscal year ends 2026-02-28. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥199B¥193B¥186B¥177B¥170B
Revenue growth—+4%+5%+5%—
Gross profit¥66.4B¥64.7B¥62.5B¥60.1B¥57.7B
EBITDA¥11.5B¥11.7B¥13.8B¥13.4B¥12.4B
Net income¥6.87B¥6.85B¥8.20B¥8.20B¥7.64B
Free cash flown/a¥8.07B¥6.78B¥8.24B¥918M
Capital expendituren/a¥2.50B¥2.36B¥3.30B¥2.55B
Total debt¥1.49B¥1.77B¥972M¥654M¥773M

Quarterly statements and history in the cockpit →

Nishimatsuya Chain 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%-10%0%+10%8219V2RETAILREDTAPERVRC6110FIRSTCRY26858214WINAABLBLDEBSABFRLARVINDFASN002356LINDEXCRI37090027627545.T6-month return →1-month return →
Up and to the right = strong over both horizons. Nishimatsuya Chain is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%0×100×200×8219V2RETAILRVRC6110FIRSTCRYWINAABLBLDEBSREFARVINDFASN7545.TRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Nishimatsuya Chain is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%-20%0%20%40%8219REDTAPERVRC6110FIRSTCRY26858214WINAARVINDFASNLINDEXCRI37097545.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. Nishimatsuya Chain is the large dot.

Nishimatsuya Chain competitors and peer comparison

How Nishimatsuya Chain 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.

Nishimatsuya Chain against its 20 peers (data as of 6 Nov 2026)
Measure7545.TPeer medianRank in peer set
1-month return-2.9%+2.1%8th lowest of 21
6-month return-6.0%-18.4%7th highest of 20
Distance from 52-week high-17.6%-30.9%7th highest of 21
Revenue growth (TTM)+5.1%+5.9%11th highest of 21
Operating margin4.9%6.7%6th lowest of 20
Forward P/E13.8×14.4×8th cheapest of 16
Growth the price implies (Req g, 7 yrs)-21.2%-0.6%least demanding of 15
Growth delivered (Del g)+3.9%+5.4%6th lowest of 14
Hurdle (Req g minus delivered)-25.1 pp-11.0 pp2nd least demanding of 14
ROIC minus cost of capital+20.3 pp-1.3 pp2nd highest of 19
EV / EBITDA3.5×7.4×3rd cheapest of 17
Net debt / EBITDA-6.4×1.9×least indebted of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Nishimatsuya Chain 7545.TJapan$725M-6%+5%5%13.8×-21.2%+3.9%
AOYAMA TRADING 8219.TJapan$704M-7%-2%6%13.3×-1.6%+3.2%
V2 Retail V2RETAIL.NSIndia$672M-20%+49%9%20.2×n/an/a
Redtape REDTAPE.NSIndia$624M-18%+14%14%n/a10.2%+18.1%
RVRC RVRC.STSweden$596M-1%+5%21%14.4×7.6%+17.6%
Topsports International 6110.HKHong Kong$882M-62%-3%5%6.1×-20.9%-7.2%
Brainbees Solutions FIRSTCRY.NSIndia$883M-33%+12%-2%194.4×20.1%+39.8%
AND ST HD 2685.TJapan$900M+2%+3%6%12.0×-15.3%+10.6%
AOKI 8214.TJapan$912M+10%0%8%n/a-5.3%+6.3%
Winmark WINAUnited States$944M-29%+9%60%23.9×7.7%+5.4%
Aditya Birla Lifestyle Brands ABLBL.NSIndia$995M-35%+7%7%32.4×22.2%n/a
boohoo DEBS.LUnited Kingdom$526M+46%+120%0%29.6×n/an/a
Aditya Birla Fashion and Retail ABFRL.NSIndia$503M-42%-27%-8%n/an/an/a
Reformation REFUnited States$1.07Bn/a+16%6%57.7×n/an/a
Arvind Fashions ARVINDFASN.NSIndia$486M-25%+13%8%26.8×16.6%+22.5%
Shenzhen Pengfei Green Energy Development 002356.SZChina$458M-29%-23%n/an/an/an/a
Lindex LINDEX.HEFinland$456M+16%+4%7%12.4×-7.2%+3.8%
Carter's CRIUnited States$1.17B-9%+5%10%9.9×-13.2%-0.8%
EEKA Fashion 3709.HKHong Kong$442M-20%-4%8%6.8×-19.3%+2.6%
Caleres CALUnited States$438M-6%+7%4%6.6×0.4%+5.4%
Jinfa Labi Maternity & Baby Articles 002762.SZChina$429M-4%+12%-14%n/an/an/a

Questions

Which companies are Nishimatsuya Chain's closest peers?
The cockpit's peer set: AOYAMA TRADING (8219.T), V2 Retail (V2RETAIL.NS), Redtape (REDTAPE.NS), RVRC (RVRC.ST), Topsports International (6110.HK), Brainbees Solutions (FIRSTCRY.NS), AND ST HD (2685.T), AOKI (8214.T).
Is Nishimatsuya Chain expensive compared with its peers?
On forward p/e it trades at 13.8× against a peer median of 14.4×, 8th cheapest of 16 in its peer set. For today's price to make sense, revenue must grow about -21% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is -25 pp: the price already allows for a slowdown.
How has Nishimatsuya Chain stock performed?
Over six months to 6 Nov 2026 the shares returned -6.0% against -18.4% for the median peer; over one year -10.6%.

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.