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Employees: 1,002
Size KOSAIDO (7868.T) is a Japan Industrials company (Commercial Printing/Forms) with a market value of $434M, the 1146th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥463 on 6 Nov 2026.
Performance Over six months the shares fell 23.6%, against -15.6% for the median peer and +1.8% for the Japan market (cap-weighted) — 7th lowest of 20 in its peer set.
Growth Revenue fell 5.5% over the last twelve months (peer median +0.5%); the operating margin is 18.0% (peer median 5.0%).
Valuation It trades at 15.2× forward earnings against a peer median of 13.3× (5th most expensive of 11).
Price implies For today's price to make sense, revenue must grow about -13% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is -16 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 5.6 points above its cost of capital (5.0% WACC).
Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥35.6B | ¥36.2B | ¥38.3B | ¥36.2B | ¥36.7B |
| Revenue growth | — | -5% | +6% | -1% | — |
| Gross profit | ¥13.4B | ¥13.8B | ¥16.1B | ¥14.2B | ¥12.3B |
| EBITDA | ¥8.20B | ¥8.73B | ¥10.5B | ¥8.48B | ¥6.81B |
| Net income | ¥4.60B | ¥4.74B | ¥4.46B | ¥4.89B | ¥4.04B |
| Free cash flow | n/a | ¥17.5B | -¥10.7B | ¥6.98B | ¥4.42B |
| Capital expenditure | n/a | ¥3.31B | ¥2.30B | ¥3.06B | ¥2.16B |
| Total debt | ¥14.8B | ¥16.1B | ¥23.0B | ¥22.9B | ¥24.6B |
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 | 7868.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -11.5% | -7.6% | 7th lowest of 21 |
| 6-month return | -23.6% | -15.6% | 7th lowest of 20 |
| Distance from 52-week high | -38.5% | -38.2% | 11th highest of 21 |
| Revenue growth (TTM) | -5.5% | +0.5% | 6th lowest of 20 |
| Operating margin | 18.0% | 5.0% | highest of 20 |
| Forward P/E | 15.2× | 13.3× | 5th most expensive of 11 |
| Growth the price implies (Req g, 7 yrs) | -13.5% | 5.6% | least demanding of 15 |
| Growth delivered (Del g) | +2.8% | +3.7% | 7th lowest of 15 |
| Hurdle (Req g minus delivered) | -16.3 pp | +1.1 pp | 3rd least demanding of 15 |
| ROIC minus cost of capital | +5.6 pp | +1.6 pp | 7th highest of 20 |
| EV / EBITDA | 7.4× | 8.0× | 5th cheapest of 11 |
| Net debt / EBITDA | -0.9× | 2.2× | 2nd least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| KOSAIDO 7868.T | Japan | $434M | -24% | -5% | 18% | 15.2× | -13.5% | +2.8% |
| TCPL Packaging TCPLPACK.NS | India | $427M | +58% | +5% | 12% | 28.0× | 22.0% | +15.0% |
| Shaanxi Jinye Science Technology and Education 000812.SZ | China | $406M | -13% | +1% | -8% | n/a | n/a | n/a |
| Quad/Graphics QUAD | United States | $388M | +2% | -5% | 5% | 5.8× | -7.0% | -3.8% |
| Tianjin Binhai Energy & Development 000695.SZ | China | $386M | -28% | +57% | -8% | n/a | n/a | n/a |
| Yongji Printing 603058.SS | China | $492M | -28% | -15% | 8% | n/a | 25.0% | +15.1% |
| Wirtualna Polska WPL.WA | Poland | $364M | -6% | +39% | 11% | 11.4× | -5.0% | +28.5% |
| Ennis EBF | United States | $528M | +1% | +2% | 14% | 13.3× | -12.4% | +1.9% |
| Avex 7860.T | Japan | $353M | +3% | +7% | 3% | 13.2× | -12.9% | +12.4% |
| Guangdong New Grand Long Packing 002836.SZ | China | $348M | -25% | +6% | 8% | n/a | 19.1% | +15.4% |
| Tungkong 002117.SZ | China | $543M | -32% | -12% | 12% | 22.3× | 5.7% | +0.3% |
| Beijing Shengtong Printing 002599.SZ | China | $552M | -17% | -4% | 0% | 40.8× | 28.4% | 0.0% |
| Silkroad Vision Technology 300556.SZ | China | $328M | -9% | +52% | -2% | n/a | n/a | n/a |
| Beijing Hanyi Innovation Technology 301270.SZ | China | $314M | -19% | -7% | 0% | n/a | 46.1% | -0.7% |
| Nissha 7915.T | Japan | $303M | -19% | 0% | 2% | n/a | 6.5% | +1.6% |
| Shenzhen Jinjia 002191.SZ | China | $674M | -16% | +32% | -16% | 33.1× | n/a | n/a |
| Hongbo 002229.SZ | China | $677M | -44% | -59% | -47% | n/a | n/a | n/a |
| Bestsun Energy 600681.SS | China | $696M | -15% | -7% | 10% | n/a | -8.3% | +3.9% |
| Manipal Payment and Identity Solutions MPIMANIPAL.NS | India | $768M | n/a | n/a | n/a | n/a | n/a | n/a |
| Deluxe DLX | United States | $1.22B | 0% | 0% | 13% | 6.6× | 2.1% | +3.6% |
| Cimpress CMPR | United States | $1.39B | -38% | +10% | 6% | 12.4× | 5.4% | +7.7% |