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Employees: 967
Size Scroll (8005.T) is a Japan Consumer Discretionary company (Catalog/Specialty Distribution) with a market value of $371M, the 1227th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,718 on 6 Nov 2026.
Performance Over six months the shares gained 29.7%, against +1.5% for the median peer and +1.8% for the Japan market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue grew 4.0% over the last twelve months (peer median +3.5%); the operating margin is 6.7% (peer median 5.9%).
Valuation It trades at 0.5× enterprise value to sales against a peer median of 0.8× (7th cheapest of 21).
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 +1%, so the hurdle is -9 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 8.5 points above its cost of capital (6.3% WACC).
Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥89.1B | ¥88.5B | ¥84.0B | ¥79.8B | ¥81.0B |
| Revenue growth | — | +5% | +5% | -1% | — |
| Gross profit | ¥36.6B | ¥36.7B | ¥34.6B | ¥31.5B | ¥30.0B |
| EBITDA | ¥6.89B | ¥6.79B | ¥7.19B | ¥6.38B | ¥7.13B |
| Net income | ¥4.03B | ¥2.77B | ¥4.27B | ¥3.65B | ¥4.17B |
| Free cash flow | n/a | ¥6.24B | ¥5.97B | ¥3.25B | ¥5.71B |
| Capital expenditure | n/a | ¥871M | ¥313M | ¥453M | ¥350M |
| Total debt | ¥276M | ¥6.00M | ¥5.00M | ¥3.00B | ¥6.00B |
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: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 8005.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.8% | -4.0% | 7th highest of 21 |
| 6-month return | +29.7% | +1.5% | highest of 21 |
| Distance from 52-week high | -10.3% | -19.1% | 8th highest of 21 |
| Revenue growth (TTM) | +4.0% | +3.5% | 11th highest of 21 |
| Operating margin | 6.7% | 5.9% | 10th highest of 21 |
| EV / Sales | 0.5× | 0.8× | 7th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | -7.9% | -2.1% | 4th least demanding of 14 |
| Growth delivered (Del g) | +0.8% | +7.0% | lowest of 14 |
| Hurdle (Req g minus delivered) | -8.7 pp | -14.2 pp | 6th most demanding of 14 |
| ROIC minus cost of capital | +8.5 pp | +0.5 pp | 3rd highest of 21 |
| EV / EBITDA | 7.0× | 6.2× | 5th most expensive of 15 |
| Net debt / EBITDA | -1.5× | 0.6× | 5th least indebted of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Scroll 8005.T | Japan | $371M | +30% | +4% | 7% | 0.5× | -7.9% | +0.8% |
| Fujio Food 2752.T | Japan | $372M | +4% | +2% | 2% | 1.8× | n/a | n/a |
| Oisix 3182.T | Japan | $368M | +17% | -5% | 3% | 0.3× | -6.6% | +20.2% |
| VT Holdings Co., Ltd. 7593.T | Japan | $365M | +1% | +14% | 3% | 0.3× | -4.6% | +14.3% |
| Mie Kotsu 3232.T | Japan | $364M | +9% | +10% | 9% | 1.2× | n/a | n/a |
| Unitika 3103.T | Japan | $362M | -59% | -12% | 11% | 0.6× | 1.1% | +1.4% |
| Azoom 3496.T | Japan | $385M | +21% | +26% | 19% | 3.5× | -1.0% | +28.7% |
| G-7 7508.T | Japan | $389M | +8% | +8% | 3% | 0.3× | -6.9% | +7.3% |
| ATOM 7412.T | Japan | $353M | -56% | -10% | 0% | 1.9× | n/a | n/a |
| Yokowo 6800.T | Japan | $390M | -40% | +14% | 7% | 0.6× | 13.4% | +8.5% |
| Ringer Hut 8200.T | Japan | $392M | +9% | +2% | 4% | 1.5× | 15.8% | +5.8% |
| Nihon Tokushu Toryo 4619.T | Japan | $346M | +23% | -4% | 7% | 0.8× | 2.1% | +5.2% |
| NAFCO 2790.T | Japan | $346M | -12% | -3% | 1% | 0.4× | n/a | n/a |
| Mars 6419.T | Japan | $346M | +16% | -10% | 25% | 0.7× | n/a | n/a |
| Daikokuya 6993.T | Japan | $344M | -32% | +26% | -2% | 4.4× | n/a | n/a |
| Nagase Brothers 9733.T | Japan | $404M | -5% | +8% | 9% | 1.3× | -8.3% | +7.0% |
| Foster Electric 6794.T | Japan | $405M | -4% | 0% | 5% | 0.5× | n/a | n/a |
| Jp Holdings Inc 2749.T | Japan | $337M | -8% | +4% | 16% | 0.8× | -19.0% | +5.3% |
| Genki Global Dining Concepts 9828.T | Japan | $336M | +8% | +29% | 5% | 0.9× | 2.3% | +14.0% |
| Tachikawa 7989.T | Japan | $335M | -1% | +4% | 11% | 0.8× | -2.1% | +1.3% |
| Mitsuba 7280.T | Japan | $333M | +2% | +3% | 7% | 0.3× | -16.1% | +5.3% |