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← CockpitCompetitor Analysis › 9601.T Shochiku Co., Ltd.Open in the cockpit ↗

Shochiku Co., Ltd.9601.TCompetitor analysis, valuation and peers

Japan · JPY·Communication Services›Movies/Entertainment
Momentum leader 82
Mkt cap
$1.03B
US dollars, full cap
Free float
59%
of shares outstanding
$/day
$3.61M
20-day average traded
Fwd P/E
44.1×
forward earnings
ROIC−WACC
-2.6 pp
WACC 5.0%
Hurdle
+0 pp
Req g minus delivered
Next earnings
63 days
8 Jan 2027
Close · JPY¥11,860
1D-4.8%
1W+3.9%
1M+10.6%
3M+4.9%
6M+14.3%
YTD-0.1%
1Y-9.9%
ATR %2.9%
52w lowhigh11.8% off high

What Shochiku does

Employees: 1,462

Shochiku at a glance

Size Shochiku (9601.T) is a Japan Communication Services company (Movies/Entertainment) with a market value of $1.03B, the 723rd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥11,860 on 6 Nov 2026.

Performance Over six months the shares gained 14.3%, against -8.2% for the median peer and +1.8% for the Japan market (cap-weighted) — 9th highest of 21 in its peer set.

Growth Revenue grew 3.8% over the last twelve months (peer median +5.0%); the operating margin is 5.5% (peer median 9.5%).

Valuation It trades at 44.1× forward earnings against a peer median of 20.3× (3rd most expensive of 14).

Price implies For today's price to make sense, revenue must grow about 13% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is +0 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 2.6 points below its cost of capital (5.0% WACC).

Next results Next results expected around 8 Jan 2027 (exchange calendar; dates can move).

Relative performance

10012011 May 202611 Aug 20266 Nov 20269601.T 113Peer median 94
Six months, rebased to 100: Shochiku against the median of its 20 peers (local-currency closes).

Shochiku financials

Reported figures in JPY; fiscal year ends 2026-02-28. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥97.5B¥98.2B¥84.0B¥85.4B¥78.2B
Revenue growth—+17%-2%+9%—
Gross profit¥40.9B¥39.3B¥33.7B¥34.0B¥29.6B
EBITDA¥10.2B¥11.0B¥6.41B¥8.20B¥4.37B
Net income¥1.85B¥5.24B-¥665M¥3.02B¥5.48B
Free cash flown/a¥11.3B-¥4.40B-¥7.34B¥5.20B
Capital expendituren/a¥2.11B¥4.01B¥15.7B¥1.06B
Total debt¥65.8B¥67.5B¥71.2B¥71.3B¥58.3B

Quarterly statements and history in the cockpit →

Shochiku 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

-50%0%+50%0%+20%1566TIPSMUSICFUN0359000880ACELTIMACDA0013309010300291SAREGAMA600576PSM300528MCS64126000886007159601.T6-month return →1-month return →
Up and to the right = strong over both horizons. Shochiku is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%20×40×TIPSMUSIC035900ACELTIMACDA9010300291SAREGAMA600576PSM041510MCS64129601.TRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Shochiku is the large dot.

Capital: growth delivered against growth the price implies

0%+25%+50%+75%0%50%TIPSMUSICFUN035900ACELTIMACDA0013309010300291PSM041510MCS6000889601.TGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Shochiku is the large dot.

Shochiku competitors and peer comparison

How Shochiku 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.

Shochiku against its 20 peers (data as of 6 Nov 2026)
Measure9601.TPeer medianRank in peer set
1-month return+10.6%+4.0%8th highest of 21
6-month return+14.3%-8.2%9th highest of 21
Distance from 52-week high-11.8%-34.2%6th highest of 21
Revenue growth (TTM)+3.8%+5.0%11th highest of 21
Operating margin5.5%9.5%6th lowest of 21
Forward P/E44.1×20.3×3rd most expensive of 14
Growth the price implies (Req g, 7 yrs)13.5%4.5%5th most demanding of 15
Growth delivered (Del g)+13.4%+18.5%6th lowest of 15
Hurdle (Req g minus delivered)+0.1 pp-15.1 pp5th most demanding of 15
ROIC minus cost of capital-2.6 pp-1.0 pp6th lowest of 20
EV / EBITDA20.6×9.6×3rd most expensive of 13
Net debt / EBITDA4.6×2.2×5th most indebted of 14

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Shochiku 9601.TJapan$1.03B+14%+4%5%44.1×13.5%+13.4%
CA Cultural Technology 1566.HKHong Kong$1.03B+9,743%-2%7%n/an/an/a
Tips Music TIPSMUSIC.NSIndia$1.04B+20%+27%67%39.6×36.6%+32.9%
Six Flags Entertainment FUNUnited States$1.02B-55%-3%11%n/a5.4%+76.4%
JYP Entertainment 035900.KSSouth Korea$1.01B-34%+15%18%13.6×-17.4%+41.6%
SJM 0880.HKHong Kong$974M-49%-16%6%n/an/an/a
Accel Entertainment ACELUnited States$1.10B+18%+9%8%15.6×0.8%+33.3%
ZEAL Network TIMA.DEGermany$969M-18%+12%27%20.3×-7.5%+20.2%
Compagnie des Alpes CDA.PAFrance$1.11B-11%+8%13%8.1×2.6%+17.8%
Bona Film 001330.SZChina$1.17B-25%-29%-34%n/a24.0%-4.9%
Fuji Kyuko 9010.TJapan$887M+17%+2%16%23.9×5.0%+11.9%
Beijing Baination Pictures 300291.SZChina$874M-2%+217%-134%32.6×24.5%+1.5%
Saregama India SAREGAMA.NSIndia$1.26B+77%-3%28%46.6×n/an/a
Zhejiang Sunriver Culture Tourism 600576.SSChina$838M-11%+16%17%53.0×n/an/a
ProSiebenSat.1 Media PSM.DEGermany$830M-16%-8%6%6.9×-11.8%-1.9%
Omnijoi Media 300528.SZChina$820M-7%-1%-26%n/an/an/a
SM ENTERTAINMENT 041510.KSSouth Korea$1.31B-19%+10%14%15.5×-9.1%+15.2%
Marcus MCSUnited States$813M+49%+9%6%30.7×9.2%+26.1%
Heiwa 6412.TJapan$1.32B+16%+47%16%10.2×4.1%+19.1%
China Television Media 600088.SSChina$786M-10%-3%2%n/a31.1%+5.9%
Cultural Investment 600715.SSChina$1.43B+15%-27%-44%n/an/an/a

Questions

Which companies are Shochiku's closest peers?
The cockpit's peer set: CA Cultural Technology (1566.HK), Tips Music (TIPSMUSIC.NS), Six Flags Entertainment (FUN), JYP Entertainment (035900.KS), SJM (0880.HK), Accel Entertainment (ACEL), ZEAL Network (TIMA.DE), Compagnie des Alpes (CDA.PA).
Is Shochiku expensive compared with its peers?
On forward p/e it trades at 44.1× against a peer median of 20.3×, 3rd most expensive of 14 in its peer set. For today's price to make sense, revenue must grow about 13% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is +0 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.
How has Shochiku stock performed?
Over six months to 6 Nov 2026 the shares returned +14.3% against -8.2% for the median peer; over one year -9.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.