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Employees: 871
Size Matsuya (8237.T) is a Japan Consumer Discretionary company (Department Stores) with a market value of $869M, the 794th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,582 on 6 Nov 2026.
Performance Over six months the shares gained 54.0%, against -10.8% for the median peer and +1.8% for the Japan market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue fell 1.0% over the last twelve months (peer median -2.9%); the operating margin is 5.6% (peer median 5.1%).
Valuation It trades at 149.2× forward earnings against a peer median of 22.8× (most expensive of 11).
Price implies For today's price to make sense, revenue must grow about 35% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is +38 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 5.3 points below its cost of capital (9.1% WACC).
Next results Next results expected around 14 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥46.0B | ¥45.7B | ¥48.1B | ¥41.3B | ¥34.4B |
| Revenue growth | — | -5% | +17% | +20% | — |
| Gross profit | ¥24.5B | ¥23.5B | ¥24.6B | ¥20.4B | ¥15.9B |
| EBITDA | ¥3.90B | ¥4.02B | ¥6.03B | ¥4.27B | ¥1.64B |
| Net income | ¥2.80B | ¥2.19B | ¥2.38B | ¥2.63B | ¥4.38B |
| Free cash flow | n/a | ¥3.51B | -¥1.19B | ¥323M | -¥1.57B |
| Capital expenditure | n/a | ¥1.54B | ¥4.51B | ¥2.67B | ¥4.04B |
| Total debt | ¥22.7B | ¥22.7B | ¥21.8B | ¥18.1B | ¥19.2B |
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 | 8237.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +18.9% | -0.9% | 3rd highest of 21 |
| 6-month return | +54.0% | -10.8% | highest of 21 |
| Distance from 52-week high | -15.8% | -37.8% | 5th highest of 21 |
| Revenue growth (TTM) | -1.0% | -2.9% | 9th highest of 21 |
| Operating margin | 5.6% | 5.1% | 10th highest of 21 |
| Forward P/E | 149.2× | 22.8× | most expensive of 11 |
| Growth the price implies (Req g, 7 yrs) | 35.3% | 1.9% | most demanding of 19 |
| Growth delivered (Del g) | -2.8% | -1.7% | 7th lowest of 19 |
| Hurdle (Req g minus delivered) | +38.1 pp | +2.8 pp | most demanding of 19 |
| ROIC minus cost of capital | -5.3 pp | -0.8 pp | 6th lowest of 21 |
| EV / EBITDA | 40.1× | 9.6× | most expensive of 6 |
| Net debt / EBITDA | 4.7× | 2.7× | 2nd most indebted of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Matsuya 8237.T | Japan | $869M | +54% | -1% | 6% | 149.2× | 35.3% | -2.8% |
| Far Eastern Department Stores 2903.TW | Taiwan | $910M | -5% | -1% | 13% | n/a | 0.5% | -1.8% |
| Dashang 600694.SS | China | $827M | -10% | -4% | 12% | 12.2× | -18.9% | -5.1% |
| Rainbow Digital Commercial 002419.SZ | China | $793M | -15% | -4% | 0% | 52.1× | -5.8% | -0.4% |
| Hangzhou Jiebai 600814.SS | China | $776M | -9% | -3% | 25% | 14.7× | -21.8% | -1.6% |
| Wushang 000501.SZ | China | $775M | -18% | -3% | 7% | 30.0× | 11.5% | -4.7% |
| Nanjing Xinjiekou Department Store 600682.SS | China | $1.07B | -22% | -11% | -16% | n/a | 5.7% | +2.4% |
| Baida 600865.SS | China | $682M | +5% | +9% | 41% | n/a | 13.3% | -2.5% |
| Fujian Dongbai (Group) 600693.SS | China | $1.11B | -23% | -1% | 32% | 62.6× | 4.1% | +0.9% |
| Hefei Department Store 000417.SZ | China | $678M | -13% | -9% | 1% | 24.1× | 3.4% | +1.3% |
| Maoye Commercial 600828.SS | China | $1.13B | -13% | -22% | -3% | n/a | 12.9% | -8.4% |
| Shanghai Join Buy 600838.SS | China | $628M | +9% | +6% | -28% | n/a | 22.2% | +0.4% |
| Hunan Friendship & Apollo Commercial 002277.SZ | China | $1.23B | -5% | -20% | -60% | n/a | 21.6% | -15.5% |
| Guangzhou Grandbuy 002187.SZ | China | $600M | -8% | -49% | -2% | n/a | -5.3% | -2.0% |
| AEON Kyushu 2653.T | Japan | $597M | -3% | +3% | 2% | n/a | n/a | n/a |
| Izumi 8273.T | Japan | $1.28B | -1% | +1% | 5% | 11.2× | n/a | n/a |
| Hyundaideptst 069960.KS | South Korea | $1.29B | -23% | -3% | 9% | 7.0× | -17.1% | +13.2% |
| Shanghai Yimin Commercial 600824.SS | China | $572M | -12% | -12% | -2% | n/a | 11.8% | -7.6% |
| Anhui Anfu Battery Technology 603031.SS | China | $1.43B | -39% | +4% | 23% | 23.0× | -0.2% | +21.9% |
| Xinjiang Winka Times Department Store 603101.SS | China | $502M | -36% | +5% | 9% | 22.6× | -4.2% | +2.6% |
| Kintetsu Department Store 8244.T | Japan | $491M | +16% | -1% | 5% | n/a | -6.2% | -10.5% |