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Japanese consumer-electronics retail chain (K's Denki) selling home appliances, PCs and AV equipment.
Japanese consumer-electronics retail chain (K's Denki) selling home appliances, PCs and AV equipment.
In one line: A smaller, regional Best Buy.
Moat: narrow (distribution, scale). Store network scale and purchasing power in home appliances/electronics.
Headquarters: Utsunomiya, Japan · Founded: 1955 · Employees: 7,307
Size K's (8282.T) is a Japan Consumer Discretionary company (Electronics/Appliance Stores) with a market value of $1.64B, the 544th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,734 on 6 Nov 2026.
Performance Over six months the shares fell 4.2%, against +8.4% for the median peer and +1.8% for the Japan market (cap-weighted) — 7th lowest of 19 in its peer set.
Growth Revenue grew 5.3% over the last twelve months (peer median +10.6%); the operating margin is 4.3% (peer median 3.1%).
Valuation It trades at 10.0× forward earnings against a peer median of 17.7× (3rd cheapest of 15).
Price implies For today's price to make sense, revenue must grow about -11% a year for seven years (Req g). Recent delivered growth is -1%, so the hurdle is -10 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 3.3 points above its cost of capital (5.0% WACC).
Next results Next results expected around 2 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥782B | ¥760B | ¥738B | ¥718B | ¥737B |
| Revenue growth | — | +3% | +3% | -3% | — |
| Gross profit | ¥206B | ¥197B | ¥190B | ¥184B | ¥193B |
| EBITDA | ¥47.4B | ¥40.4B | ¥36.3B | ¥33.9B | ¥45.1B |
| Net income | ¥18.9B | ¥14.3B | ¥9.53B | ¥7.38B | ¥21.1B |
| Free cash flow | ¥44.3B | ¥28.3B | ¥25.3B | ¥31.4B | -¥21.6B |
| Capital expenditure | ¥10.1B | ¥9.21B | ¥10.8B | ¥17.5B | ¥19.4B |
| Total debt | ¥59.3B | ¥60.5B | ¥66.9B | ¥66.5B | ¥74.3B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| K's 8282.T | $1.64B | -4% | +5% | 4% | 10.0× | -11.0% |
| Yamada 9831.T | $3.90B | +41% | +7% | 1% | 12.8× | 20.7% |
| Nojima 7419.T | $2.46B | +8% | +11% | 6% | n/a | -14.2% |
| Edion 2730.T | $1.64B | +17% | +4% | 4% | 15.1× | -8.4% |
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 | 8282.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.8% | -3.2% | 10th highest of 20 |
| 6-month return | -4.2% | +8.4% | 7th lowest of 19 |
| Distance from 52-week high | -21.2% | -23.1% | 9th highest of 20 |
| Revenue growth (TTM) | +5.3% | +10.6% | 7th lowest of 19 |
| Operating margin | 4.3% | 3.1% | 8th highest of 20 |
| Forward P/E | 10.0× | 17.7× | 3rd cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | -11.0% | -0.6% | 2nd least demanding of 16 |
| Growth delivered (Del g) | -0.8% | +4.4% | 4th lowest of 16 |
| Hurdle (Req g minus delivered) | -10.2 pp | -3.1 pp | 4th least demanding of 16 |
| ROIC minus cost of capital | +3.3 pp | +4.7 pp | 10th highest of 19 |
| EV / EBITDA | 6.1× | 9.8× | 4th cheapest of 12 |
| Net debt / EBITDA | 0.7× | 1.6× | 5th least indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| K's 8282.T | Japan | $1.64B | -4% | +5% | 4% | 10.0× | -11.0% | -0.8% |
| Edion 2730.T | Japan | $1.64B | +17% | +4% | 4% | 15.1× | -8.4% | +0.7% |
| Puuilo PUUILO.HE | Finland | $1.76B | +46% | +15% | 18% | 22.5× | -5.2% | +13.1% |
| Dicker Data DDR.AX | Australia | $1.78B | +54% | +12% | 6% | 22.4× | 9.9% | +5.1% |
| Suning.com 002024.SZ | China | $1.48B | -19% | -34% | -10% | 106.3× | -3.0% | -28.0% |
| Polibeli PLBL | United States | $1.96B | -28% | n/a | -29% | n/a | n/a | n/a |
| Fnac Darty FNAC.PA | France | $1.16B | -1% | +10% | 2% | 17.4× | -0.6% | +6.6% |
| Nojima 7419.T | Japan | $2.46B | +8% | +11% | 6% | n/a | -14.2% | +13.4% |
| ATRenew Inc. Sponsored ADR RERE | United States | $944M | -7% | +35% | 3% | 8.5× | n/a | n/a |
| China Qidian Guofeng 1280.HK | Hong Kong | $930M | +113% | -6% | -30% | n/a | n/a | n/a |
| Jiangsu Yinhe Electronics 002519.SZ | China | $852M | -38% | +1,594% | -9% | 16.2× | 56.2% | -18.2% |
| Aditya Vision AVL.NS | India | $714M | -6% | +28% | 7% | 40.4× | 33.5% | +29.0% |
| Yamada 9831.T | Japan | $3.90B | +41% | +7% | 1% | 12.8× | 20.7% | -0.7% |
| Kojima 7513.T | Japan | $675M | +15% | +5% | 3% | n/a | -9.8% | 0.0% |
| Joshin 8173.T | Japan | $674M | +42% | +9% | 2% | 31.8× | -3.7% | -0.6% |
| mobilezone MOZN.SW | Switzerland | $659M | -12% | -37% | 6% | 15.1× | 1.4% | -6.1% |
| Electronics Mart India EMIL.NS | India | $588M | +19% | +17% | 5% | 24.0× | 12.0% | +17.5% |
| SS Retail SSRETAIL.NS | India | $501M | n/a | +47% | 4% | n/a | n/a | n/a |
| GEO 2681.T | Japan | $467M | 0% | +16% | 3% | 9.9× | -7.5% | +7.9% |
| JB Hi-Fi JBH.AX | Australia | $5.86B | +8% | +5% | 7% | 18.1× | 6.7% | +4.4% |