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Employees: 6,666
Size AOYAMA TRADING (8219.T) is a Japan Consumer Discretionary company (Apparel/Footwear Retail) with a market value of $704M, the 901st largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥737 on 6 Nov 2026.
Performance Over six months the shares fell 6.6%, against -18.4% for the median peer and +1.8% for the Japan market (cap-weighted) — 10th highest of 20 in its peer set.
Growth Revenue fell 2.1% over the last twelve months (peer median +7.1%); the operating margin is 5.6% (peer median 6.3%).
Valuation It trades at 13.3× forward earnings against a peer median of 14.4× (7th cheapest of 16).
Price implies For today's price to make sense, revenue must grow about -2% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is -5 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.3 points below its cost of capital (5.0% WACC).
Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥189B | ¥189B | ¥196B | ¥194B | ¥186B |
| Revenue growth | — | -3% | +1% | +4% | — |
| Gross profit | ¥98.4B | ¥95.3B | ¥97.5B | ¥96.6B | ¥90.8B |
| EBITDA | ¥18.5B | ¥18.3B | ¥20.2B | ¥19.7B | ¥15.4B |
| Net income | ¥6.60B | ¥6.92B | ¥9.40B | ¥10.1B | ¥4.28B |
| Free cash flow | n/a | ¥5.73B | ¥10.2B | ¥9.67B | ¥21.3B |
| Capital expenditure | n/a | ¥5.46B | ¥5.45B | ¥4.20B | ¥2.30B |
| Total debt | ¥73.1B | ¥80.6B | ¥83.4B | ¥93.7B | ¥108B |
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 | 8219.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.8% | +1.8% | 9th highest of 21 |
| 6-month return | -6.6% | -18.4% | 10th highest of 20 |
| Distance from 52-week high | -20.3% | -30.9% | 9th highest of 21 |
| Revenue growth (TTM) | -2.1% | +7.1% | 5th lowest of 21 |
| Operating margin | 5.6% | 6.3% | 8th lowest of 20 |
| Forward P/E | 13.3× | 14.4× | 7th cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | -1.6% | -2.4% | 8th least demanding of 15 |
| Growth delivered (Del g) | +3.2% | +6.2% | 3rd lowest of 14 |
| Hurdle (Req g minus delivered) | -4.8 pp | -11.6 pp | 2nd most demanding of 14 |
| ROIC minus cost of capital | -1.3 pp | -0.2 pp | 9th lowest of 19 |
| EV / EBITDA | 7.1× | 7.3× | 9th cheapest of 17 |
| Net debt / EBITDA | 0.9× | 1.3× | 10th least indebted of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| AOYAMA TRADING 8219.T | Japan | $704M | -7% | -2% | 6% | 13.3× | -1.6% | +3.2% |
| Nishimatsuya Chain 7545.T | Japan | $725M | -6% | +5% | 5% | 13.8× | -21.2% | +3.9% |
| V2 Retail V2RETAIL.NS | India | $672M | -20% | +49% | 9% | 20.2× | n/a | n/a |
| Redtape REDTAPE.NS | India | $624M | -18% | +14% | 14% | n/a | 10.2% | +18.1% |
| RVRC RVRC.ST | Sweden | $596M | -1% | +5% | 21% | 14.4× | 7.6% | +17.6% |
| Topsports International 6110.HK | Hong Kong | $882M | -62% | -3% | 5% | 6.1× | -20.9% | -7.2% |
| Brainbees Solutions FIRSTCRY.NS | India | $883M | -33% | +12% | -2% | 194.4× | 20.1% | +39.8% |
| AND ST HD 2685.T | Japan | $900M | +2% | +3% | 6% | 12.0× | -15.3% | +10.6% |
| AOKI 8214.T | Japan | $912M | +10% | 0% | 8% | n/a | -5.3% | +6.3% |
| boohoo DEBS.L | United Kingdom | $526M | +46% | +120% | 0% | 29.6× | n/a | n/a |
| Winmark WINA | United States | $944M | -29% | +9% | 60% | 23.9× | 7.7% | +5.4% |
| Aditya Birla Fashion and Retail ABFRL.NS | India | $503M | -42% | -27% | -8% | n/a | n/a | n/a |
| Aditya Birla Lifestyle Brands ABLBL.NS | India | $995M | -35% | +7% | 7% | 32.4× | 22.2% | n/a |
| Arvind Fashions ARVINDFASN.NS | India | $486M | -25% | +13% | 8% | 26.8× | 16.6% | +22.5% |
| Reformation REF | United States | $1.07B | n/a | +16% | 6% | 57.7× | n/a | n/a |
| Shenzhen Pengfei Green Energy Development 002356.SZ | China | $458M | -29% | -23% | n/a | n/a | n/a | n/a |
| Lindex LINDEX.HE | Finland | $456M | +16% | +4% | 7% | 12.4× | -7.2% | +3.8% |
| EEKA Fashion 3709.HK | Hong Kong | $442M | -20% | -4% | 8% | 6.8× | -19.3% | +2.6% |
| Caleres CAL | United States | $438M | -6% | +7% | 4% | 6.6× | 0.4% | +5.4% |
| Jinfa Labi Maternity & Baby Articles 002762.SZ | China | $429M | -4% | +12% | -14% | n/a | n/a | n/a |
| United Arrows 7606.T | Japan | $426M | -1% | +8% | 6% | 10.1× | -10.9% | +6.2% |