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Employees: 552
Size Nagawa (9663.T) is a Japan Consumer Discretionary company (Homebuilding) with a market value of $475M, the 1100th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥4,775 on 6 Nov 2026.
Performance Over six months the shares fell 8.0%, against -13.7% for the median peer and +1.8% for the Japan market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue grew 3.0% over the last twelve months (peer median +0.2%); the operating margin is 12.5% (peer median 5.8%).
Valuation It trades at 1.7× enterprise value to sales against a peer median of 1.3× (9th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 5% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +1 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 1.1 points below its cost of capital (6.8% WACC).
Next results Next results expected around 1 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥36.4B | ¥35.4B | ¥35.3B | ¥32.6B | ¥31.7B |
| Revenue growth | — | 0% | +8% | +3% | — |
| Gross profit | ¥14.5B | ¥13.7B | ¥13.5B | ¥12.9B | ¥12.6B |
| EBITDA | ¥9.31B | ¥8.72B | ¥8.26B | ¥7.79B | ¥7.54B |
| Net income | ¥4.88B | ¥4.44B | ¥4.21B | ¥3.13B | ¥3.13B |
| Free cash flow | n/a | ¥2.02B | ¥2.48B | -¥765M | -¥961M |
| Capital expenditure | n/a | ¥641M | ¥1.90B | ¥1.91B | ¥1.49B |
| Total debt | n/a | ¥0 | ¥0 | ¥0 | ¥0 |
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 | 9663.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.3% | -3.7% | 8th highest of 21 |
| 6-month return | -8.0% | -13.7% | 9th highest of 21 |
| Distance from 52-week high | -26.5% | -30.6% | 9th highest of 21 |
| Revenue growth (TTM) | +3.0% | +0.2% | 7th highest of 20 |
| Operating margin | 12.5% | 5.8% | 8th highest of 20 |
| EV / Sales | 1.7× | 1.3× | 9th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 4.9% | -2.1% | 3rd most demanding of 13 |
| Growth delivered (Del g) | +3.8% | +0.7% | 6th highest of 13 |
| Hurdle (Req g minus delivered) | +1.1 pp | -2.9 pp | 6th most demanding of 13 |
| ROIC minus cost of capital | -1.1 pp | -3.4 pp | 10th highest of 20 |
| EV / EBITDA | 6.7× | 10.7× | 4th cheapest of 10 |
| Net debt / EBITDA | -1.6× | 2.4× | least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Nagawa 9663.T | Japan | $475M | -8% | +3% | 13% | 1.7× | 4.9% | +3.8% |
| Hangzhou Landscaping 605303.SS | China | $484M | -17% | -34% | -27% | 7.5× | n/a | n/a |
| BOXABL BXBL | United States | $466M | -81% | n/a | n/a | n/a | n/a | n/a |
| Tama Home 1419.T | Japan | $486M | -26% | +2% | 2% | 0.5× | n/a | n/a |
| GC Construction 1489.HK | Hong Kong | $495M | +646% | -51% | -23% | 14.8× | 30.4% | -10.0% |
| Mears MER.L | United Kingdom | $455M | +9% | +2% | 6% | 0.5× | -10.5% | +7.1% |
| Smith Douglas Homes SDHC | United States | $499M | -25% | 0% | 3% | 0.9× | n/a | n/a |
| YeaShin International Development 5213.TWO | Taiwan | $448M | -24% | -32% | 18% | 1.2× | n/a | n/a |
| Kaufman & Broad KOF.PA | France | $437M | -19% | 0% | 8% | 0.2× | -16.2% | -0.5% |
| China Wuyi 000797.SZ | China | $517M | -24% | +78% | -5% | 1.3× | -8.0% | +4.2% |
| Prince Housing & Development 2511.TW | Taiwan | $393M | +1% | +21% | 6% | 1.5× | 0.2% | -4.8% |
| Hovnanian Enterprises HOV | United States | $594M | -6% | -10% | 3% | 0.5× | 4.8% | +4.9% |
| Kindom Development 2520.TW | Taiwan | $600M | +15% | +10% | 16% | 1.1× | -13.2% | -3.5% |
| Lifestyle Communities LIC.AX | Australia | $364M | -12% | +39% | 2% | 3.9× | 29.6% | +8.3% |
| Huang Hsiang Construction 2545.TW | Taiwan | $359M | -18% | -62% | 6% | 11.5× | n/a | n/a |
| King's Town Construction 2524.TW | Taiwan | $357M | -11% | -78% | 30% | 13.2× | n/a | n/a |
| Shenzhen Centralcon Investment 000042.SZ | China | $637M | -34% | +116% | 14% | 1.0× | -14.2% | -24.7% |
| Inmobiliaria del Sur ISUR.MC | Spain | $351M | +4% | -5% | 17% | 2.6× | -0.2% | +18.9% |
| Atal 1AT.WA | Poland | $668M | -5% | +40% | 26% | 2.6× | -3.9% | +1.8% |
| MT Hojgaard Holding A/S MTHH.CO | Denmark | $329M | -16% | -13% | 4% | 0.2× | n/a | n/a |
| Legacy Housing LEGH | United States | $694M | +25% | -3% | 33% | 3.7× | 3.5% | -1.4% |