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Employees: 670
Size Shoei Co. Ltd. (7839) (7839.T) is a Japan Consumer Discretionary company (Apparel/Footwear) with a market value of $750M, the 870th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,262 on 6 Nov 2026.
Performance Over six months the shares gained 29.4%, against -8.4% for the median peer and +1.8% for the Japan market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue grew 1.7% over the last twelve months (peer median +4.7%); the operating margin is 28.2% (peer median 8.5%).
Valuation It trades at 17.0× forward earnings against a peer median of 20.0× (8th cheapest of 17).
Price implies For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is -19 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 38.4 points above its cost of capital (5.3% WACC).
Next results Next results expected around 13 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥33.8B | ¥32.4B | ¥35.8B | ¥33.6B | ¥29.0B |
| Revenue growth | — | -10% | +6% | +16% | — |
| Gross profit | ¥16.2B | ¥14.8B | ¥15.9B | ¥15.1B | ¥13.0B |
| EBITDA | ¥10.9B | ¥10.4B | ¥12.1B | ¥11.3B | ¥9.40B |
| Net income | ¥6.89B | ¥6.32B | ¥7.38B | ¥7.07B | ¥6.02B |
| Free cash flow | n/a | ¥8.44B | ¥6.56B | ¥4.12B | ¥4.39B |
| Capital expenditure | n/a | ¥1.37B | ¥3.23B | ¥2.30B | ¥1.70B |
| Total debt | ¥482M | ¥467M | ¥513M | ¥459M | ¥416M |
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| Measure | 7839.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.1% | -4.1% | 9th highest of 21 |
| 6-month return | +29.4% | -8.4% | 3rd highest of 21 |
| Distance from 52-week high | -4.0% | -32.1% | highest of 21 |
| Revenue growth (TTM) | +1.7% | +4.7% | 8th lowest of 21 |
| Operating margin | 28.2% | 8.5% | 2nd highest of 21 |
| Forward P/E | 17.0× | 20.0× | 8th cheapest of 17 |
| Growth the price implies (Req g, 7 yrs) | -8.1% | 4.5% | 3rd least demanding of 20 |
| Growth delivered (Del g) | +10.7% | +6.1% | 7th highest of 20 |
| Hurdle (Req g minus delivered) | -18.8 pp | -5.1 pp | 3rd least demanding of 20 |
| ROIC minus cost of capital | +38.4 pp | +0.7 pp | highest of 21 |
| EV / EBITDA | 9.2× | 8.8× | 5th cheapest of 9 |
| Net debt / EBITDA | -1.6× | 1.4× | 2nd least indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shoei Co. Ltd. (7839) 7839.T | Japan | $750M | +29% | +2% | 28% | 17.0× | -8.1% | +10.7% |
| Logistea LOGI-B.ST | Sweden | $759M | +6% | +18% | 83% | 12.9× | 14.2% | +40.4% |
| Bxn 002154.SZ | China | $740M | -19% | +6% | 7% | 11.2× | -10.3% | +6.5% |
| Relaxo Footwears RELAXO.NS | India | $768M | -4% | +2% | 8% | 32.5× | 33.5% | +2.8% |
| World 3612.T | Japan | $701M | -5% | +15% | 6% | 8.4× | -5.1% | +9.5% |
| Dr. Martens DOCS.L | United Kingdom | $824M | +3% | -3% | 10% | 13.0× | -3.7% | -0.2% |
| Ningbo Peacebird Fashion 603877.SS | China | $839M | -15% | -2% | 4% | 26.6× | -13.1% | -7.5% |
| Canada Goose GOOS.TO | Canada | $850M | -23% | +12% | 10% | 13.3× | 5.5% | +11.0% |
| Onward 8016.T | Japan | $659M | +4% | +7% | 5% | 9.2× | 1.0% | +6.1% |
| AIMER 603511.SS | China | $657M | -28% | -2% | 4% | n/a | -7.2% | -1.6% |
| Bata India BATAINDIA.NS | India | $868M | -12% | +5% | 9% | 39.2× | 28.9% | +15.5% |
| Fujian Septwolves Industry 002029.SZ | China | $873M | -20% | +1% | -3% | 20.2× | 4.5% | -2.0% |
| Campus Activewear CAMPUS.NS | India | $640M | -21% | +14% | 11% | 30.3× | 32.8% | +20.1% |
| ZheJiang AoKang Shoes 603001.SS | China | $619M | +19% | -31% | -8% | n/a | 23.6% | -6.8% |
| PDS PDSL.NS | India | $605M | +35% | +5% | 2% | 43.4× | 14.0% | +16.1% |
| Shanghai Puyuan Chemical Materials 603196.SS | China | $964M | -46% | +78% | 12% | 19.9× | 16.2% | -0.2% |
| Weyco WEYS | United States | $580M | +79% | +2% | 17% | n/a | -1.2% | +7.2% |
| JOEONE 601566.SS | China | $975M | +4% | +1% | 6% | 52.6× | -2.9% | +2.1% |
| Zhonghong Pulin Medical Products 300981.SZ | China | $990M | +5% | +11% | 9% | n/a | -1.7% | -13.1% |
| Shandong High Speed Renewable Energy 000803.SZ | China | $546M | -27% | +3% | 13% | 22.8× | 5.4% | +33.2% |
| ZheJiang Jasan 603558.SS | China | $545M | -12% | +6% | 17% | 10.3× | n/a | n/a |