Who are Komeri's main competitors?

Named competitors: DCM Holdings (3050.T). The cockpit's measured peer set (industry) also includes Sangetsu (8130.T), DCM (3050.T), Kohnan Shoji (7516.T), HORNBACH Holding AG & Co. KGaA (HBH.DE), Joyful Honda (3191.T), Arclands (9842.T).

How has Komeri stock performed?

Over six months to 6 Nov 2026 the shares returned +16.8% against +12.5% for the median peer; over one year +25.9%.

← CockpitCompetitor Analysis › 8218.T Komeri Co., Ltd.Open in the cockpit ↗

Komeri Co., Ltd.8218.TCompetitor analysis, valuation and peers

Japan · JPY·Consumer Discretionary›Home Improvement Chains

Rural-focused Japanese home improvement and DIY retail chain serving smaller towns and agricultural communities.

≈ Japan's rural Tractor Supply/Home Depot hybridMomentum strong 76

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$1.21B

US dollars, full cap

Free float

43%

of shares outstanding

$/day

$2.65M

20-day average traded

Fwd P/E

11.8×

forward earnings

ROIC−WACC

+1.0 pp

WACC 5.0%

Hurdle

-7 pp

Req g minus delivered

Next earnings

81 days

26 Jan 2027

Close · JPY¥3,895

1D-4.1%

1W+0.3%

1M+3.9%

3M+0.3%

6M+16.8%

YTD+13.9%

1Y+25.9%

ATR %2.3%

52w lowhigh7.0% off high

What Komeri does

Rural-focused Japanese home improvement and DIY retail chain serving smaller towns and agricultural communities.

Sells DIY goods, garden and farm supplies, and building materials to households and farmers in smaller towns, where it faces less big-box competition than urban chains. Spring and the planting season matter for sales.

In one line: Japan's rural Tractor Supply/Home Depot hybrid.

Products and services

Home center/DIY stores
Agricultural/gardening supplies

Customers

Rural homeowner/DIY consumers
Small farmers

Where it sits in the supply chain

Retail
Home improvement/DIY retail
Rural home center stores

What could go right

Rural home renovation/agricultural supply demand

What could go wrong

Rural population decline
Retail margin competition

Moat: narrow (scale, distribution). Dense rural store network with limited big-box competition in smaller towns.

Headquarters: Niigata, Japan · Founded: 1957 · Employees: 3,750

Named competitors

DCM Holdings 3050.T

Komeri at a glance

Size Komeri (8218.T) is a Japan Consumer Discretionary company (Home Improvement Chains) with a market value of $1.21B, the 655th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥3,895 on 6 Nov 2026.

Performance Over six months the shares gained 16.8%, against +12.5% for the median peer and +1.8% for the Japan market (cap-weighted) — 4th highest of 11 in its peer set.

Growth Revenue grew 3.0% over the last twelve months (peer median +5.3%); the operating margin is 6.3% (peer median 5.6%).

Valuation It trades at 11.8× forward earnings against a peer median of 13.1× (4th cheapest of 9).

Price implies For today's price to make sense, revenue must grow about -7% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is -7 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 1.0 points above its cost of capital (5.0% WACC).

Next results Next results expected around 26 Jan 2027 (exchange calendar; dates can move).

Relative performance

Six months, rebased to 100: Komeri against the median of its 10 peers (local-currency closes).

Komeri financials

Reported figures in JPY; fiscal year ends 2026-03-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	¥393B	¥385B	¥379B	¥371B	¥379B
Revenue growth	—	+2%	+2%	-2%	—
Gross profit	¥123B	¥120B	¥118B	¥115B	¥120B
EBITDA	¥38.7B	¥36.4B	¥34.2B	¥34.3B	¥37.9B
Net income	¥15.6B	¥14.6B	¥13.7B	¥13.7B	¥17.1B
Free cash flow	n/a	¥7.47B	¥6.49B	¥6.88B	¥10.0B
Capital expenditure	n/a	¥17.8B	¥17.6B	¥15.3B	¥11.3B
Total debt	¥38.5B	¥31.2B	¥34.9B	¥33.7B	¥30.3B

Quarterly statements and history in the cockpit →

Komeri 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

Up and to the right = strong over both horizons. Komeri is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Komeri is the large dot.

Capital: growth delivered against growth the price implies

Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Komeri is the large dot.

Komeri competitors and peer comparison

Head to head with its named competitors (8218.T vs 3050.T)
Company	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g
Komeri 8218.T	$1.21B	+17%	+3%	6%	11.8×	-6.8%
DCM 3050.T	$1.40B	+10%	+5%	6%	12.5×	-1.7%

How Komeri 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.

Komeri against its 10 peers (data as of 6 Nov 2026)
Measure	8218.T	Peer median	Rank in peer set
1-month return	+3.9%	+6.4%	5th lowest of 11
6-month return	+16.8%	+12.5%	4th highest of 11
Distance from 52-week high	-7.0%	-6.1%	6th highest of 11
Revenue growth (TTM)	+3.0%	+5.3%	3rd lowest of 11
Operating margin	6.3%	5.6%	4th highest of 11
Forward P/E	11.8×	13.1×	4th cheapest of 9
Growth the price implies (Req g, 7 yrs)	-6.8%	0.4%	2nd least demanding of 10
Growth delivered (Del g)	0.0%	+3.4%	2nd lowest of 10
Hurdle (Req g minus delivered)	-6.8 pp	-2.9 pp	4th least demanding of 10
ROIC minus cost of capital	+1.0 pp	-0.3 pp	4th highest of 11
EV / EBITDA	5.6×	8.0×	2nd cheapest of 10
Net debt / EBITDA	0.6×	1.6×	4th least indebted of 11

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g	Delivered g
Komeri 8218.T	Japan	$1.21B	+17%	+3%	6%	11.8×	-6.8%	0.0%
Sangetsu 8130.T	Japan	$1.15B	+4%	+4%	10%	13.7×	-10.8%	+7.3%
DCM 3050.T	Japan	$1.40B	+10%	+5%	6%	12.5×	-1.7%	+2.9%
Kohnan Shoji 7516.T	Japan	$925M	+15%	+6%	5%	10.1×	0.4%	+3.3%
HORNBACH Holding AG & Co. KGaA HBH.DE	Germany	$1.66B	+18%	+5%	4%	10.2×	-3.6%	+3.4%
Joyful Honda 3191.T	Japan	$859M	+10%	+5%	6%	n/a	1.1%	+0.3%
Arclands 9842.T	Japan	$748M	+6%	+8%	4%	9.4×	2.2%	+14.2%
Clas Ohlson CLAS-B.ST	Sweden	$3.49B	+33%	+10%	13%	23.7×	6.8%	+8.6%
Byggmax BMAX.ST	Sweden	$393M	+42%	+2%	6%	13.7×	-0.4%	-2.0%
Victorian Plumbing VIC.L	United Kingdom	$386M	+15%	+7%	6%	16.9×	11.0%	+8.2%
NAFCO 2790.T	Japan	$346M	-12%	-3%	1%	n/a	n/a	n/a

Questions

Who are Komeri's main competitors?: Named competitors: DCM Holdings (3050.T). The cockpit's measured peer set (industry) also includes Sangetsu (8130.T), DCM (3050.T), Kohnan Shoji (7516.T), HORNBACH Holding AG & Co. KGaA (HBH.DE), Joyful Honda (3191.T), Arclands (9842.T).
Is Komeri expensive compared with its peers?: On forward p/e it trades at 11.8× against a peer median of 13.1×, 4th cheapest of 9 in its peer set. For today's price to make sense, revenue must grow about -7% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is -7 pp: the price already allows for a slowdown.
How has Komeri stock performed?: Over six months to 6 Nov 2026 the shares returned +16.8% against +12.5% for the median peer; over one year +25.9%.