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Size Transaction (7818.T) is a Japan Consumer Discretionary company (Textiles) with a market value of $453M, the 1128th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,247 on 6 Nov 2026.
Performance Over six months the shares gained 10.1%, against -22.0% for the median peer and +1.8% for the Japan market (cap-weighted) — 4th highest of 21 in its peer set.
Growth Revenue grew 14.8% over the last twelve months (peer median +7.8%); the operating margin is 20.3% (peer median 6.8%).
Valuation It trades at 14.3× forward earnings against a peer median of 13.0× (5th most expensive of 10).
Price implies For today's price to make sense, revenue must grow about -3% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is -16 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 20.5 points above its cost of capital (6.7% WACC).
Next results Next results expected around 14 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | ¥31.5B | ¥31.5B | ¥27.5B | ¥25.0B | ¥23.0B |
| Revenue growth | — | +15% | +10% | +9% | — |
| Gross profit | ¥12.3B | ¥12.3B | ¥10.8B | ¥9.81B | ¥9.04B |
| EBITDA | ¥6.68B | ¥6.68B | ¥5.94B | ¥5.41B | ¥4.79B |
| Net income | ¥4.53B | ¥4.53B | ¥4.08B | ¥3.76B | ¥3.31B |
| Free cash flow | n/a | ¥3.32B | ¥4.01B | ¥2.31B | ¥3.58B |
| Capital expenditure | n/a | ¥342M | ¥302M | ¥799M | ¥242M |
| Total debt | ¥642M | ¥642M | ¥435M | ¥768M | ¥764M |
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 | 7818.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +5.4% | -6.2% | 3rd highest of 21 |
| 6-month return | +10.1% | -22.0% | 4th highest of 21 |
| Distance from 52-week high | -13.3% | -39.0% | highest of 21 |
| Revenue growth (TTM) | +14.8% | +7.8% | 6th highest of 21 |
| Operating margin | 20.3% | 6.8% | 2nd highest of 21 |
| Forward P/E | 14.3× | 13.0× | 5th most expensive of 10 |
| Growth the price implies (Req g, 7 yrs) | -2.6% | 6.5% | 6th least demanding of 17 |
| Growth delivered (Del g) | +13.0% | +11.2% | 8th highest of 17 |
| Hurdle (Req g minus delivered) | -15.6 pp | -9.5 pp | 6th least demanding of 17 |
| ROIC minus cost of capital | +20.5 pp | +1.4 pp | highest of 21 |
| EV / EBITDA | 9.7× | 7.4× | 3rd most expensive of 7 |
| Net debt / EBITDA | -1.0× | -0.1× | 2nd least indebted of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Transaction 7818.T | Japan | $453M | +10% | +15% | 20% | 14.3× | -2.6% | +13.0% |
| Zhejiang Jiaxin Silk 002404.SZ | China | $449M | -22% | +12% | 5% | n/a | -8.2% | +12.9% |
| Magnera MAGN | United States | $442M | +2% | +151% | 4% | 9.8× | 3.4% | +28.1% |
| Zhejiang Yingfeng Technology 605055.SS | China | $472M | -34% | +12% | -4% | 56.8× | 7.4% | +15.3% |
| Beijing Tongyizhong New Material Technology 688722.SS | China | $474M | -22% | +7% | 11% | 22.4× | 10.2% | +28.0% |
| Hunan Huasheng 600156.SS | China | $426M | -35% | -40% | -14% | n/a | n/a | n/a |
| Hs Hyosung Advanced 298050.KS | South Korea | $483M | -46% | +5% | 6% | 9.3× | n/a | n/a |
| Jiangsu Lianfa Textile 002394.SZ | China | $424M | -36% | +1% | 7% | n/a | -11.5% | +0.7% |
| Baotek Industrial Materials 5340.TWO | Taiwan | $498M | -33% | +15% | 16% | n/a | 23.1% | +9.5% |
| Zhejiang Chinastars New Materials 301077.SZ | China | $501M | -36% | +37% | 13% | n/a | 6.9% | +4.3% |
| Anhui Huamao Textile 000850.SZ | China | $504M | -22% | +8% | 3% | n/a | n/a | n/a |
| Shandong Yuma Sun-shading Technology 300993.SZ | China | $403M | -29% | +7% | 17% | 20.8× | 6.8% | +14.4% |
| Ningbo Xianfeng New Material 300163.SZ | China | $394M | +27% | -23% | -35% | n/a | n/a | n/a |
| AnHui Jinchun Nonwoven 300877.SZ | China | $522M | -3% | +28% | 3% | n/a | 18.0% | 0.0% |
| Fuchun Dye and Weave 605189.SS | China | $523M | -13% | +29% | 4% | 13.0× | 6.5% | +17.6% |
| Suzhou Longjie Special Fiber 603332.SS | China | $391M | -16% | +33% | 7% | n/a | -7.3% | +13.5% |
| Beijing Sanlian Hope Shin-Gosen Technical Service 300384.SZ | China | $533M | -21% | -36% | 15% | 10.3× | 6.5% | -1.3% |
| Lubawa LBW.WA | Poland | $381M | +14% | -9% | 23% | n/a | -9.8% | +21.0% |
| Sumitomo Seika Chemicals 4008.T | Japan | $545M | +12% | +5% | 10% | n/a | -5.2% | +7.5% |
| Zhongwang Fabric 605003.SS | China | $375M | -24% | +7% | 12% | 25.2× | 13.1% | +1.7% |
| Fujibo 3104.T | Japan | $551M | -34% | +14% | 18% | 11.8× | 1.3% | +4.5% |