Loading…
← CockpitCompetitor Analysis › 8097.T San-ai Obbli Co. LtdOpen in the cockpit ↗

San-ai Obbli Co. Ltd8097.TCompetitor analysis, valuation and peers

Japan · JPY·Industrials›Wholesale Distributors
Momentum neutral 48
Mkt cap
$843M
US dollars, full cap
Free float
63%
of shares outstanding
$/day
$2.00M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+3.1 pp
WACC 8.1%
Hurdle
-8 pp
Req g minus delivered
Next earnings
4 days
10 Nov 2026
Close · JPY¥2,241
1D-6.2%
1W-8.6%
1M-5.3%
3M-1.8%
6M-2.8%
YTD+6.1%
1Y+7.0%
ATR %2.5%
52w lowhigh14.3% off high

What San-ai Obbli does

Employees: 1,914

San-ai Obbli at a glance

Size San-ai Obbli (8097.T) is a Japan Industrials company (Wholesale Distributors) with a market value of $843M, the 823rd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,241 on 6 Nov 2026.

Performance Over six months the shares fell 2.8%, against -13.9% for the median peer and +1.8% for the Japan market (cap-weighted) — 7th highest of 21 in its peer set.

Growth Revenue fell 8.4% over the last twelve months (peer median +5.6%); the operating margin is 2.5% (peer median 4.1%).

Valuation It trades at 0.2× enterprise value to sales against a peer median of 0.5× (5th cheapest of 21).

Price implies For today's price to make sense, revenue must grow about -3% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is -8 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 3.1 points above its cost of capital (8.1% WACC).

Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).

Relative performance

9010011011 May 202611 Aug 20266 Nov 20268097.T 98Peer median 85
Six months, rebased to 100: San-ai Obbli against the median of its 20 peers (local-currency closes).

San-ai Obbli financials

Reported figures in JPY; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥602B¥612B¥654B¥660B¥648B
Revenue growth—-7%-1%+2%—
Gross profit¥61.7B¥53.8B¥53.1B¥56.5B¥53.0B
EBITDA¥20.8B¥18.4B¥18.0B¥23.0B¥21.0B
Net income¥10.8B¥9.20B¥8.66B¥11.2B¥10.9B
Free cash flow¥5.75B¥16.6B-¥3.31B¥20.7B¥14.9B
Capital expenditure¥9.46B¥7.87B¥6.76B¥8.35B¥6.32B
Total debt¥2.60B¥4.87B¥4.14B¥4.47B¥7.01B

Quarterly statements and history in the cockpit →

San-ai Obbli 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

-40%-20%0%+20%-20%-10%0%MGH8037G923009180017409882SPB7456813160008100338080743010600981001120APRACOMO98320007516008268097.T6-month return →1-month return →
Up and to the right = strong over both horizons. San-ai Obbli is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%0×1×2×MGH8037G923009180017409882SPB745660008100338080743010600981001120APRACOMO98320007516008268097.TRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. San-ai Obbli is the large dot.

Capital: growth delivered against growth the price implies

0%+20%0%20%8037G929882SPB813160008100338080743010600981APR6008268097.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. San-ai Obbli is the large dot.

San-ai Obbli competitors and peer comparison

How San-ai Obbli 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.

San-ai Obbli against its 20 peers (data as of 6 Nov 2026)
Measure8097.TPeer medianRank in peer set
1-month return-5.3%-4.3%9th lowest of 21
6-month return-2.8%-13.9%7th highest of 21
Distance from 52-week high-14.3%-33.8%6th highest of 21
Revenue growth (TTM)-8.4%+5.6%2nd lowest of 21
Operating margin2.5%4.1%6th lowest of 21
EV / Sales0.2×0.5×5th cheapest of 21
Growth the price implies (Req g, 7 yrs)-3.1%-4.3%6th most demanding of 13
Growth delivered (Del g)+5.2%+7.9%5th lowest of 13
Hurdle (Req g minus delivered)-8.3 pp-12.9 pp4th most demanding of 13
ROIC minus cost of capital+3.1 pp+0.2 pp6th highest of 21
Net debt / EBITDA-1.8×1.0×2nd least indebted of 14

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
San-ai Obbli 8097.TJapan$843M-3%-8%2%0.2×-3.1%+5.2%
MAAS MGH.AXAustralia$849M-20%+31%8%3.7×n/an/a
Kamei 8037.TJapan$869M+40%+1%3%0.2×-13.1%+7.6%
China Aviation Oil (Singapore) G92.SISingapore$815M-39%-8%0%0.0×-11.7%+8.2%
Shandong Nanshan Fashion Sci-Tech 300918.SZChina$808M-24%+40%5%2.4×n/an/a
SK Networks 001740.KSSouth Korea$804M-4%-4%1%0.4×n/an/a
Yellow Hat 9882.TJapan$888M+12%+7%9%0.9×-5.5%+3.1%
Superior Plus SPB.TOCanada$890M-22%-7%8%1.2×-1.3%+13.7%
Matsuda Sangyo 7456.TJapan$891M-12%+49%4%0.2×n/an/a
Mitsuuroko 8131.TJapan$893M+26%0%3%0.4×-3.7%+8.4%
Dongfeng Electronic Technology 600081.SSChina$795M-15%-15%3%0.6×2.3%-3.6%
Harim 003380.KSSouth Korea$790M-16%+10%7%0.9×-2.2%+11.3%
Yuasa 8074.TJapan$789M-1%+5%3%0.2×-14.7%+4.7%
Wah Lee Industrial 3010.TWTaiwan$910M-15%+6%4%0.5×-6.5%+5.8%
Jiangsu Soho High Hope 600981.SSChina$780M-19%+2%0%0.3×31.9%+8.5%
Lx International 001120.KSSouth Korea$913M-35%+11%2%0.1×n/an/a
Auto Partner APR.WAPoland$928M+26%+67%8%0.6×-5.0%+21.5%
Acomo ACOMO.ASNetherlands$765M-13%-3%7%0.7×n/an/a
Autobacs Seven 9832.TJapan$758M+1%+9%5%0.5×n/an/a
Huludao Zinc Industry 000751.SZChina$943M-36%+17%1%0.5×n/an/a
Dlg Exhibitions & Events 600826.SSChina$944M-9%+2%15%2.8×6.9%-11.5%

Questions

Which companies are San-ai Obbli's closest peers?
The cockpit's peer set: MAAS (MGH.AX), Kamei (8037.T), China Aviation Oil (Singapore) (G92.SI), Shandong Nanshan Fashion Sci-Tech (300918.SZ), SK Networks (001740.KS), Yellow Hat (9882.T), Superior Plus (SPB.TO), Matsuda Sangyo (7456.T).
Is San-ai Obbli expensive compared with its peers?
On ev / sales it trades at 0.2× against a peer median of 0.5×, 5th cheapest of 21 in its peer set. For today's price to make sense, revenue must grow about -3% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is -8 pp: the price already allows for a slowdown.
How has San-ai Obbli stock performed?
Over six months to 6 Nov 2026 the shares returned -2.8% against -13.9% for the median peer; over one year +7.0%.

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.