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Employees: 2,897
Size Roland (7944.T) is a Japan Consumer Discretionary company (Recreational Products) with a market value of $605M, the 972nd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥3,645 on 6 Nov 2026.
Performance Over six months the shares fell 10.8%, against -24.4% for the median peer and +1.8% for the Japan market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue grew 8.4% over the last twelve months (peer median +8.7%); the operating margin is 9.4% (peer median 2.6%).
Valuation It trades at 10.6× forward earnings against a peer median of 17.8× (3rd cheapest of 12).
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 +10%, so the hurdle is -18 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 9.7 points above its cost of capital (5.1% WACC).
Next results Next results expected around 11 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥107B | ¥101B | ¥99.4B | ¥102B | ¥95.8B |
| Revenue growth | — | +2% | -3% | +7% | — |
| Gross profit | ¥44.6B | ¥42.6B | ¥42.6B | ¥43.9B | ¥39.4B |
| EBITDA | ¥13.0B | ¥12.4B | ¥12.8B | ¥14.6B | ¥12.8B |
| Net income | ¥1.45B | ¥2.17B | ¥5.98B | ¥8.15B | ¥8.94B |
| Free cash flow | ¥7.38B | ¥7.73B | ¥10.3B | ¥12.3B | -¥479M |
| Capital expenditure | ¥6.20B | ¥6.40B | ¥2.54B | ¥3.49B | ¥1.38B |
| Total debt | ¥19.8B | ¥24.0B | ¥20.4B | ¥25.3B | ¥28.7B |
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 | 7944.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -1.6% | -2.4% | 9th highest of 21 |
| 6-month return | -10.8% | -24.4% | 8th highest of 21 |
| Distance from 52-week high | -22.4% | -41.1% | 6th highest of 21 |
| Revenue growth (TTM) | +8.4% | +8.7% | 11th highest of 21 |
| Operating margin | 9.4% | 2.6% | 5th highest of 21 |
| Forward P/E | 10.6× | 17.8× | 3rd cheapest of 12 |
| Growth the price implies (Req g, 7 yrs) | -8.3% | 7.6% | 3rd least demanding of 12 |
| Growth delivered (Del g) | +9.5% | +4.9% | 5th highest of 12 |
| Hurdle (Req g minus delivered) | -17.8 pp | +1.4 pp | 3rd least demanding of 12 |
| ROIC minus cost of capital | +9.7 pp | -4.8 pp | 4th highest of 19 |
| EV / EBITDA | 7.6× | 8.6× | 7th cheapest of 13 |
| Net debt / EBITDA | 0.2× | -2.3× | 4th most indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Roland 7944.T | Japan | $605M | -11% | +8% | 9% | 10.6× | -8.3% | +9.5% |
| Alpen 3028.T | Japan | $590M | +26% | +6% | 3% | n/a | -3.0% | +4.2% |
| Shuhua Sports 605299.SS | China | $642M | -60% | +20% | 9% | 32.8× | n/a | n/a |
| Thunder Tiger 8033.TW | Taiwan | $647M | -14% | +11% | -5% | n/a | n/a | n/a |
| Tron TRON | United States | $669M | -37% | +20% | -45% | n/a | n/a | n/a |
| Mastercraft Boat MCFT | United States | $493M | -26% | +23% | 3% | n/a | 28.3% | -7.9% |
| Johnson Outdoors JOUT | United States | $490M | -8% | +17% | 3% | 55.0× | 10.1% | -0.1% |
| Dream International 1126.HK | Hong Kong | $474M | -27% | +10% | 11% | n/a | -20.1% | +9.6% |
| Zhejiang Natural Outdoor Goods 605080.SS | China | $472M | -12% | -2% | 14% | 17.8× | 7.6% | +11.9% |
| Sturm, Ruger & RGR | United States | $798M | +28% | +8% | 2% | 26.8× | 21.9% | -0.8% |
| Beneteau BEN.PA | France | $457M | -32% | +1% | 0% | 26.3× | n/a | n/a |
| Fenix Outdoor International AG Series B FOI-B.ST | Sweden | $443M | -25% | +1% | 3% | 6.3× | 6.8% | +5.4% |
| Guangzhou Pearl River Piano 002678.SZ | China | $852M | -30% | +14% | -54% | n/a | n/a | n/a |
| Impulse Qingdao Health Tech 002899.SZ | China | $428M | -43% | -1% | 6% | 36.4× | n/a | n/a |
| Guangdong Qunxing Toys Joint-Stock 002575.SZ | China | $427M | -29% | +34% | -9% | n/a | 41.8% | +38.9% |
| Soft-World International 5478.TWO | Taiwan | $426M | -3% | +6% | 20% | 12.3× | n/a | n/a |
| Mubang High-Tech 603398.SS | China | $416M | -49% | +94% | -133% | n/a | n/a | n/a |
| Butong 6090.HK | Hong Kong | $416M | -5% | +16% | 7% | 13.9× | 29.3% | +38.5% |
| Winnebago Industries WGO | United States | $892M | -1% | -3% | 2% | 15.8× | 6.9% | -5.7% |
| Hailun Piano 300329.SZ | China | $407M | -23% | -11% | -112% | n/a | n/a | n/a |
| Topkey 4536.TW | Taiwan | $401M | -3% | -10% | 16% | 9.1× | -15.6% | +4.9% |