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Employees: 314
Size RENOVA (9519.T) is a Japan Utilities company (Alternative Power Generation) with a market value of $397M, the 1189th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥688 on 6 Nov 2026.
Performance Over six months the shares fell 38.1%, against -34.6% for the median peer and +1.8% for the Japan market (cap-weighted) — 6th lowest of 18 in its peer set.
Growth Revenue grew 14.3% over the last twelve months (peer median +18.2%); the operating margin is 4.8% (peer median 20.6%).
Valuation It trades at 17.1× forward earnings against a peer median of 14.1× (7th most expensive of 16).
Price implies For today's price to make sense, revenue must grow about 24% a year for seven years (Req g). Recent delivered growth is +34%, so the hurdle is -10 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 4.5 points below its cost of capital (5.0% WACC).
Next results Next results expected around 11 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥86.4B | ¥87.6B | ¥70.2B | ¥44.7B | ¥33.6B |
| Revenue growth | — | +25% | +57% | +33% | — |
| Gross profit | ¥22.5B | ¥24.1B | ¥17.6B | ¥13.2B | ¥12.2B |
| EBITDA | ¥22.1B | ¥23.3B | ¥19.3B | ¥13.7B | ¥13.7B |
| Net income | ¥2.54B | ¥3.31B | ¥2.69B | ¥8.86B | ¥2.68B |
| Free cash flow | ¥23.9B | ¥22.9B | ¥23.0B | ¥2.95B | -¥722M |
| Capital expenditure | ¥7.88B | ¥5.92B | ¥8.73B | ¥15.9B | ¥10.9B |
| Total debt | ¥338B | ¥341B | ¥333B | ¥307B | ¥206B |
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 | 9519.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -16.1% | -10.4% | 5th lowest of 19 |
| 6-month return | -38.1% | -34.6% | 6th lowest of 18 |
| Distance from 52-week high | -50.9% | -43.8% | 5th lowest of 19 |
| Revenue growth (TTM) | +14.3% | +18.2% | 8th lowest of 19 |
| Operating margin | 4.8% | 20.6% | 4th lowest of 19 |
| Forward P/E | 17.1× | 14.1× | 7th most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | 23.9% | -3.4% | 2nd most demanding of 7 |
| Growth delivered (Del g) | +33.6% | +10.4% | 3rd highest of 7 |
| Hurdle (Req g minus delivered) | -9.7 pp | -9.9 pp | 4th least demanding of 7 |
| ROIC minus cost of capital | -4.5 pp | -1.8 pp | 6th lowest of 19 |
| EV / EBITDA | 17.3× | 17.0× | 5th most expensive of 14 |
| Net debt / EBITDA | 11.4× | 7.0× | 4th most indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| RENOVA 9519.T | Japan | $397M | -38% | +14% | 5% | 17.1× | 23.9% | +33.6% |
| EnergieKontor EKT.DE | Germany | $383M | -45% | +54% | 19% | 70.4× | n/a | n/a |
| Pne PNE3.DE | Germany | $442M | -47% | +13% | 14% | n/a | n/a | n/a |
| West 1407.T | Japan | $490M | -34% | +20% | 23% | 8.2× | -4.9% | -3.6% |
| Inox Green Energy Services INOXGREEN.NS | India | $537M | -37% | +16% | 2% | n/a | n/a | n/a |
| Zhejiang Sunoren Solar Technology 603105.SS | China | $608M | -17% | +8% | 23% | 19.3× | 3.7% | +11.6% |
| KPI Green Energy KPIGREEN.NS | India | $615M | -40% | +40% | 30% | 12.0× | n/a | n/a |
| Guangdong Chant 002616.SZ | China | $617M | -21% | -3% | 7% | 14.1× | -4.3% | +3.8% |
| Century Wind Power 2072.TW | Taiwan | $618M | -41% | +62% | 22% | 5.7× | -17.2% | +41.9% |
| Shanghai Nenghui Technology 301046.SZ | China | $680M | +8% | -49% | -13% | 2,690.0× | n/a | n/a |
| Waaree Renewable Technologies WAAREERTL.NS | India | $810M | -30% | +78% | 17% | 12.2× | 24.1% | +203.3% |
| Xinyi Energy 3868.HK | Hong Kong | $863M | -38% | +2% | 54% | 8.1× | -2.6% | +9.1% |
| SK Eternix 475150.KS | South Korea | $949M | -35% | +39% | 9% | 40.0× | n/a | n/a |
| Cox Infrastructure COXG.MC | Spain | $1.05B | -12% | +72% | 9% | 10.1× | n/a | n/a |
| Alerion Clean Power ARN.MI | Italy | $1.11B | -35% | +13% | 51% | 16.4× | n/a | n/a |
| XPLR Infrastructure, LP XIFR | United States | $1.38B | -38% | -1% | 3% | 3.0× | n/a | n/a |
| Scatec SCATC.OL | Norway | $1.50B | -16% | +16% | 29% | n/a | n/a | n/a |
| Juniper Green Energy JNPR.NS | India | $1.54B | n/a | +1,313% | 52% | 100.5× | n/a | n/a |
| Clean Max Enviro Energy Solutions CLEANMAX.NS | India | $1.57B | +8% | +28% | 44% | 107.0× | n/a | n/a |