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← CockpitCompetitor Analysis › 8074.T Yuasa Co. Ltd.Open in the cockpit ↗

Yuasa Co. Ltd.8074.TCompetitor analysis, valuation and peers

Japan · JPY·Industrials›Wholesale Distributors
Momentum neutral 56
Mkt cap
$789M
US dollars, full cap
Free float
67%
of shares outstanding
$/day
$1.66M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+7.3 pp
WACC 6.3%
Hurdle
-19 pp
Req g minus delivered
Next earnings
7 days
13 Nov 2026
Close · JPY¥5,910
1D-4.5%
1W-3.3%
1M-3.9%
3M+1.7%
6M-1.0%
YTD+10.9%
1Y+13.0%
ATR %2.8%
52w lowhigh10.3% off high

What Yuasa does

Employees: 3,088

Yuasa at a glance

Size Yuasa (8074.T) is a Japan Industrials company (Wholesale Distributors) with a market value of $789M, the 848th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥5,910 on 6 Nov 2026.

Performance Over six months the shares fell 1.0%, against -14.7% for the median peer and +1.8% for the Japan market (cap-weighted) — 7th highest of 21 in its peer set.

Growth Revenue grew 5.4% over the last twelve months (peer median +5.6%); the operating margin is 3.2% (peer median 5.0%).

Valuation It trades at 0.2× enterprise value to sales against a peer median of 0.7× (3rd cheapest of 21).

Price implies For today's price to make sense, revenue must grow about -15% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is -19 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 7.3 points above its cost of capital (6.3% WACC).

Next results Next results expected around 13 Nov 2026 (exchange calendar; dates can move).

Relative performance

9010011011 May 202611 Aug 20266 Nov 20268074.T 98Peer median 83
Six months, rebased to 100: Yuasa against the median of its 20 peers (local-currency closes).

Yuasa financials

Reported figures in JPY; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥560B¥545B¥528B¥527B¥505B
Revenue growth—+3%0%+4%—
Gross profit¥67.4B¥65.0B¥61.3B¥57.6B¥52.4B
EBITDA¥19.7B¥18.5B¥18.2B¥17.0B¥16.9B
Net income¥12.4B¥12.0B¥10.2B¥11.8B¥10.1B
Free cash flown/a¥18.2B¥13.8B-¥7.46B¥5.98B
Capital expendituren/a¥6.97B¥6.64B¥34.4B¥3.00B
Total debt¥4.13B¥5.11B¥7.01B¥7.64B¥3.92B

Quarterly statements and history in the cockpit →

Yuasa competitor charts

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.

Performance: 6-month against 1-month return

-20%0%+20%-20%-10%0%003380600081600981001740300918ACOMOG92983260027980979824001376MGHSGLLV803781176010619882600084SPB8074.T6-month return →1-month return →
Up and to the right = strong over both horizons. Yuasa is the large dot.

Fundamentals: revenue growth against valuation

-10%0%+10%+20%+30%0×2×4×003380600081600981001740300918ACOMOG92983260027980979824001376MGH80378117601061600084SPB8074.TRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Yuasa is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%-20%0%20%003380600081600981G9260027980979824001376SGLLV803760106198828074.TGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Yuasa is the large dot.

Yuasa competitors and peer comparison

How Yuasa compares with its peers

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.

Yuasa against its 20 peers (data as of 6 Nov 2026)
Measure8074.TPeer medianRank in peer set
1-month return-3.9%-4.3%9th highest of 21
6-month return-1.0%-14.7%7th highest of 21
Distance from 52-week high-10.3%-34.2%2nd highest of 21
Revenue growth (TTM)+5.4%+5.6%11th highest of 21
Operating margin3.2%5.0%9th lowest of 21
EV / Sales0.2×0.7×3rd cheapest of 21
Growth the price implies (Req g, 7 yrs)-14.7%-3.2%2nd least demanding of 15
Growth delivered (Del g)+4.7%+9.8%4th lowest of 15
Hurdle (Req g minus delivered)-19.4 pp-14.8 pp5th least demanding of 15
ROIC minus cost of capital+7.3 pp-0.0 pp4th highest of 21
Net debt / EBITDA-1.8×0.9×5th least indebted of 13

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Yuasa 8074.TJapan$789M-1%+5%3%0.2×-14.7%+4.7%
Harim 003380.KSSouth Korea$790M-16%+10%7%0.9×-2.2%+11.3%
Dongfeng Electronic Technology 600081.SSChina$795M-15%-15%3%0.6×2.3%-3.6%
Jiangsu Soho High Hope 600981.SSChina$780M-19%+2%0%0.3×31.9%+8.5%
SK Networks 001740.KSSouth Korea$804M-4%-4%1%0.4×n/an/a
Shandong Nanshan Fashion Sci-Tech 300918.SZChina$808M-24%+40%5%2.4×n/an/a
Acomo ACOMO.ASNetherlands$765M-13%-3%7%0.7×n/an/a
China Aviation Oil (Singapore) G92.SISingapore$815M-39%-8%0%0.0×-11.7%+8.2%
Autobacs Seven 9832.TJapan$758M+1%+9%5%0.5×n/an/a
Chongqing Port 600279.SSChina$744M-14%+9%5%2.0×1.5%-2.5%
San-ai Obbli 8097.TJapan$843M-3%-8%2%0.2×-3.1%+5.2%
Senshu Electric 9824.TJapan$736M+17%+13%7%0.5×-5.1%+12.8%
Jiangxi Bestoo Energy 001376.SZChina$734M-34%+10%22%3.8×-2.1%+17.4%
MAAS MGH.AXAustralia$849M-20%+31%8%3.7×n/an/a
Ricegrowers SGLLV.AXAustralia$730M+24%-2%6%0.7×-4.4%+12.0%
Kamei 8037.TJapan$869M+40%+1%3%0.2×-13.1%+7.6%
Central Automotive Products 8117.TJapan$716M+7%+14%24%1.7×-3.4%+11.1%
CITIC Metal 601061.SSChina$706M-32%+19%1%0.1×-22.1%+13.0%
Yellow Hat 9882.TJapan$888M+12%+7%9%0.9×-5.5%+3.1%
CITIC Niya Wine 600084.SSChina$701M-22%+5%-17%28.2×n/an/a
Superior Plus SPB.TOCanada$890M-22%-7%8%1.2×-1.3%+13.7%

Questions

Which companies are Yuasa's closest peers?
The cockpit's peer set: Harim (003380.KS), Dongfeng Electronic Technology (600081.SS), Jiangsu Soho High Hope (600981.SS), SK Networks (001740.KS), Shandong Nanshan Fashion Sci-Tech (300918.SZ), Acomo (ACOMO.AS), China Aviation Oil (Singapore) (G92.SI), Autobacs Seven (9832.T).
Is Yuasa expensive compared with its peers?
On ev / sales it trades at 0.2× against a peer median of 0.7×, 3rd cheapest of 21 in its peer set. For today's price to make sense, revenue must grow about -15% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is -19 pp: the price already allows for a slowdown.
How has Yuasa stock performed?
Over six months to 6 Nov 2026 the shares returned -1.0% against -14.7% for the median peer; over one year +13.0%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.