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Employees: 3,226
Size AOKI (8214.T) is a Japan Consumer Discretionary company (Apparel/Footwear Retail) with a market value of $912M, the 773rd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,713 on 6 Nov 2026.
Performance Over six months the shares gained 10.3%, against -9.4% for the median peer and +1.8% for the Japan market (cap-weighted) — 5th highest of 20 in its peer set.
Growth Revenue grew 0.1% over the last twelve months (peer median +6.0%); the operating margin is 8.1% (peer median 6.7%).
Valuation It trades at 0.8× enterprise value to sales against a peer median of 1.1× (9th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -12 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.1 points above its cost of capital (5.2% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥194B | ¥195B | ¥193B | ¥188B | ¥176B |
| Revenue growth | — | +1% | +3% | +7% | — |
| Gross profit | ¥82.3B | ¥80.0B | ¥77.9B | ¥74.0B | ¥66.8B |
| EBITDA | ¥26.0B | ¥27.1B | ¥25.6B | ¥23.6B | ¥19.5B |
| Net income | ¥8.47B | ¥9.46B | ¥9.57B | ¥7.58B | ¥5.63B |
| Free cash flow | n/a | ¥6.66B | ¥11.8B | ¥6.41B | ¥12.9B |
| Capital expenditure | n/a | ¥12.3B | ¥10.7B | ¥11.9B | ¥5.35B |
| Total debt | ¥25.4B | ¥35.0B | ¥40.7B | ¥48.2B | ¥52.7B |
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 | 8214.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.1% | +2.9% | 10th lowest of 21 |
| 6-month return | +10.3% | -9.4% | 5th highest of 20 |
| Distance from 52-week high | -10.1% | -30.5% | 3rd highest of 21 |
| Revenue growth (TTM) | +0.1% | +6.0% | 6th lowest of 21 |
| Operating margin | 8.1% | 6.7% | 8th highest of 20 |
| EV / Sales | 0.8× | 1.1× | 9th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | -5.3% | 7.6% | 7th least demanding of 16 |
| Growth delivered (Del g) | +6.3% | +8.0% | 8th highest of 15 |
| Hurdle (Req g minus delivered) | -11.6 pp | -10.5 pp | 7th least demanding of 15 |
| ROIC minus cost of capital | +2.1 pp | -0.2 pp | 8th highest of 19 |
| EV / EBITDA | 5.9× | 8.0× | 7th cheapest of 18 |
| Net debt / EBITDA | 0.4× | 1.9× | 7th least indebted of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| AOKI 8214.T | Japan | $912M | +10% | 0% | 8% | 0.8× | -5.3% | +6.3% |
| AND ST HD 2685.T | Japan | $900M | +2% | +3% | 6% | 0.4× | -15.3% | +10.6% |
| Brainbees Solutions FIRSTCRY.NS | India | $883M | -33% | +12% | -2% | 0.9× | 20.1% | +39.8% |
| Topsports International 6110.HK | Hong Kong | $882M | -62% | -3% | 5% | 0.2× | -20.9% | -7.2% |
| Winmark WINA | United States | $944M | -29% | +9% | 60% | 10.7× | 7.7% | +5.4% |
| Aditya Birla Lifestyle Brands ABLBL.NS | India | $995M | -35% | +7% | 7% | 1.4× | 22.2% | n/a |
| Reformation REF | United States | $1.07B | n/a | +16% | 6% | 2.8× | n/a | n/a |
| Nishimatsuya Chain 7545.T | Japan | $725M | -6% | +5% | 5% | 0.2× | -21.2% | +3.9% |
| Carter's CRI | United States | $1.17B | -9% | +5% | 10% | 0.6× | -13.2% | -0.8% |
| AOYAMA TRADING 8219.T | Japan | $704M | -7% | -2% | 6% | 0.7× | -1.6% | +3.2% |
| V2 Retail V2RETAIL.NS | India | $672M | -20% | +49% | 9% | 2.1× | n/a | n/a |
| Redtape REDTAPE.NS | India | $624M | -18% | +14% | 14% | 2.8× | 10.2% | +18.1% |
| RVRC RVRC.ST | Sweden | $596M | -1% | +5% | 21% | 2.7× | 7.6% | +17.6% |
| Premier Investments PMV.AX | Australia | $1.57B | +22% | -3% | 14% | 2.6× | 9.4% | -11.0% |
| PAL 2726.T | Japan | $1.58B | -4% | +7% | 11% | 0.8× | -15.4% | +16.7% |
| boohoo DEBS.L | United Kingdom | $526M | +46% | +120% | 0% | 0.5× | n/a | n/a |
| Aditya Birla Fashion and Retail ABFRL.NS | India | $503M | -42% | -27% | -8% | 0.6× | n/a | n/a |
| Arvind Fashions ARVINDFASN.NS | India | $486M | -25% | +13% | 8% | 1.2× | 16.6% | +22.5% |
| OVS OVS.MI | Italy | $1.74B | +15% | +10% | 7% | 1.6× | 12.8% | +11.4% |
| Shenzhen Pengfei Green Energy Development 002356.SZ | China | $458M | -29% | -23% | n/a | 6.1× | n/a | n/a |
| Lindex LINDEX.HE | Finland | $456M | +16% | +4% | 7% | 1.0× | -7.2% | +3.8% |