Loading…
Japan's largest toy maker, known for Transformers, Tomica die-cast cars, Plarail trains and Beyblade.
Japan's largest toy maker, known for Transformers, Tomica die-cast cars, Plarail trains and Beyblade.
Formed in 2006 when Tomy merged with Takara, it sells toys to retailers and wholesalers worldwide, with Japan the main base. Franchises it owns, such as Tomica and Plarail, carry higher margins since it keeps the rights, while licensed characters such as Pokémon require paying royalties to the owner.
In one line: Japan's Hasbro/Mattel.
Moat: narrow (brand, IP / patents). Long-running owned franchises (Tomica, Plarail) and a global Transformers license with Hasbro.
Headquarters: Tokyo, Japan · Founded: 1924 · Employees: 2,574
Size Tomy (7867.T) is a Japan Consumer Discretionary company (Recreational Products) with a market value of $2.74B, the 388th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥4,819 on 6 Nov 2026.
Performance Over six months the shares gained 89.3%, against +2.1% for the median peer and +1.8% for the Japan market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 7.4% over the last twelve months (peer median +6.1%); the operating margin is 9.2% (peer median 9.8%).
Valuation It trades at 20.2× forward earnings against a peer median of 17.1× (7th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 2% a year for seven years (Req g). Recent delivered growth is +14%, so the hurdle is -11 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 16.8 points above its cost of capital (6.1% WACC).
Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥275B | ¥270B | ¥250B | ¥208B | ¥187B |
| Revenue growth | — | +8% | +20% | +11% | — |
| Gross profit | ¥113B | ¥109B | ¥101B | ¥85.0B | ¥72.3B |
| EBITDA | ¥34.7B | ¥33.6B | ¥33.2B | ¥26.8B | ¥21.0B |
| Net income | ¥12.3B | ¥11.7B | ¥16.4B | ¥9.81B | ¥8.31B |
| Free cash flow | n/a | ¥14.5B | ¥11.2B | ¥27.6B | ¥14.7B |
| Capital expenditure | n/a | ¥7.64B | ¥7.93B | ¥4.66B | ¥2.61B |
| Total debt | ¥5.80B | ¥7.51B | ¥10.8B | ¥16.9B | ¥36.0B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Tomy 7867.T | $2.74B | +89% | +7% | 9% | 20.2× | 2.5% |
| Bandai Namco 7832.T | $26.1B | +76% | +9% | 15% | 25.5× | -0.4% |
| Hasbro HAS | $16.6B | +22% | +19% | 31% | 17.3× | -9.8% |
| Mattel MAT | $4.39B | 0% | +3% | 9% | 12.8× | 0.2% |
| Sanrio 8136.T | $9.78B | +33% | +28% | 39% | 22.4× | 1.9% |
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 | 7867.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +14.4% | +3.7% | 7th highest of 21 |
| 6-month return | +89.3% | +2.1% | 2nd highest of 21 |
| Distance from 52-week high | -7.9% | -18.1% | 4th highest of 21 |
| Revenue growth (TTM) | +7.4% | +6.1% | 10th highest of 21 |
| Operating margin | 9.2% | 9.8% | 10th lowest of 21 |
| Forward P/E | 20.2× | 17.1× | 7th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 2.5% | 2.4% | 9th most demanding of 18 |
| Growth delivered (Del g) | +13.9% | +7.0% | 4th highest of 18 |
| Hurdle (Req g minus delivered) | -11.4 pp | -5.2 pp | 6th least demanding of 18 |
| ROIC minus cost of capital | +16.8 pp | +2.0 pp | 4th highest of 20 |
| EV / EBITDA | 11.5× | 10.0× | 8th most expensive of 19 |
| Net debt / EBITDA | -0.9× | 0.2× | 5th least indebted of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Tomy 7867.T | Japan | $2.74B | +89% | +7% | 9% | 20.2× | 2.5% | +13.9% |
| Callaway Golf CALY | United States | $3.00B | -4% | -37% | 9% | 18.6× | 2.4% | +5.3% |
| Technogym S.p.A TGYM.MI | Italy | $3.34B | -32% | +10% | 16% | 23.8× | 9.7% | +14.9% |
| Hayward HAYW | United States | $3.38B | +11% | +8% | 22% | 17.9× | 9.9% | +5.1% |
| Yamaha 7951.T | Japan | $3.39B | +7% | +5% | 8% | 15.8× | -1.7% | +4.5% |
| Polaris PII | United States | $3.59B | -8% | +9% | 2% | 22.2× | 18.1% | +0.4% |
| Alpha 002292.SZ | China | $2.08B | +13% | +2% | 9% | 72.3× | 28.4% | +0.9% |
| Asmodee ASMDEE-B.ST | Sweden | $3.97B | +39% | +17% | 16% | 17.1× | -1.8% | +11.9% |
| tonies TNIE.DE | Germany | $1.86B | +24% | +36% | 4% | 37.4× | n/a | n/a |
| Fluidra FDR.MC | Spain | $4.12B | +4% | +2% | 14% | 14.9× | 5.4% | +8.0% |
| Thor Industries THO | United States | $4.18B | +5% | 0% | 3% | 22.3× | 16.0% | -4.8% |
| VTech 0303.HK | Hong Kong | $1.72B | -15% | -7% | 9% | 11.9× | -9.7% | -3.0% |
| Mattel MAT | United States | $4.39B | 0% | +3% | 9% | 12.8× | 0.2% | +3.1% |
| Acushnet GOLF | United States | $4.72B | -12% | +7% | 13% | 20.0× | 3.8% | +9.7% |
| Bloks 0325.HK | Hong Kong | $1.56B | -23% | +30% | 21% | 12.4× | -1.0% | +102.8% |
| Spin Master TOY.TO | Canada | $1.52B | +6% | -2% | 9% | 9.6× | -11.5% | +7.0% |
| Sanlorenzo SL.MI | Italy | $1.46B | -7% | +2% | 14% | 11.8× | -2.0% | +13.7% |
| New Gonow Recreational Vehicles 0805.HK | Hong Kong | $1.36B | +491% | +13% | 2% | n/a | n/a | n/a |
| Yonex 7906.T | Japan | $1.31B | -10% | +15% | 10% | 14.6× | n/a | n/a |
| Mips MIPS.ST | Sweden | $1.24B | +75% | +41% | 37% | 47.3× | 32.9% | +7.9% |
| Fusheng Precision 6670.TW | Taiwan | $1.07B | -1% | +1% | 15% | 9.3× | -14.6% | +15.9% |