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Employees: 43,571
Size transcosmos (9715.T) is a Japan Industrials company (Miscellaneous Commercial Services) with a market value of $802M, the 840th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥3,375 on 6 Nov 2026.
Performance Over six months the shares fell 12.2%, against -5.4% for the median peer and +1.8% for the Japan market (cap-weighted) — 10th lowest of 21 in its peer set.
Growth Revenue grew 5.9% over the last twelve months (peer median +7.3%); the operating margin is 3.8% (peer median 4.3%).
Valuation It trades at 9.6× forward earnings against a peer median of 22.8× (4th cheapest of 15).
Price implies For today's price to make sense, revenue must grow about -18% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is -22 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 6.6 points above its cost of capital (5.0% WACC).
Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥405B | ¥394B | ¥376B | ¥362B | ¥374B |
| Revenue growth | — | +5% | +4% | -3% | — |
| Gross profit | ¥77.1B | ¥75.5B | ¥70.9B | ¥67.1B | ¥75.4B |
| EBITDA | ¥20.8B | ¥22.1B | ¥20.4B | ¥17.3B | ¥28.8B |
| Net income | ¥11.5B | ¥13.1B | ¥11.3B | ¥10.1B | ¥15.8B |
| Free cash flow | n/a | ¥17.5B | ¥14.6B | ¥15.0B | ¥19.4B |
| Capital expenditure | n/a | ¥4.45B | ¥4.09B | ¥5.05B | ¥6.03B |
| Total debt | ¥12.1B | ¥15.1B | ¥17.5B | ¥19.6B | ¥17.6B |
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 | 9715.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -0.7% | -7.1% | 8th highest of 21 |
| 6-month return | -12.2% | -5.4% | 10th lowest of 21 |
| Distance from 52-week high | -18.7% | -33.9% | 5th highest of 21 |
| Revenue growth (TTM) | +5.9% | +7.3% | 10th lowest of 21 |
| Operating margin | 3.8% | 4.3% | 11th highest of 21 |
| Forward P/E | 9.6× | 22.8× | 4th cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | -18.5% | 6.7% | least demanding of 12 |
| Growth delivered (Del g) | +3.2% | +17.1% | 2nd lowest of 12 |
| Hurdle (Req g minus delivered) | -21.7 pp | -4.8 pp | 4th least demanding of 12 |
| ROIC minus cost of capital | +6.6 pp | -3.3 pp | 3rd highest of 19 |
| EV / EBITDA | 3.7× | 9.3× | cheapest of 5 |
| Net debt / EBITDA | -2.9× | 1.7× | 3rd least indebted of 6 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| transcosmos 9715.T | Japan | $802M | -12% | +6% | 4% | 9.6× | -18.5% | +3.2% |
| AXISCADES Technologies AXISCADES.NS | India | $802M | -17% | +5% | 10% | 7.8× | n/a | n/a |
| Huatu Cendes 300492.SZ | China | $800M | -44% | -8% | -2% | n/a | 17.6% | +91.2% |
| Omat Advanced Materials (Guangdong) 688530.SS | China | $809M | -16% | +82% | 9% | n/a | n/a | n/a |
| Beyondsoft 002649.SZ | China | $813M | -12% | -6% | 2% | 25.5× | 8.3% | +9.2% |
| Cuscal CCL.AX | Australia | $815M | +26% | +19% | 12% | 19.6× | n/a | n/a |
| Shaanxi Lighte Optoelectronics Material 688150.SS | China | $787M | -44% | +14% | 39% | 40.0× | n/a | n/a |
| PharmaResources (Shanghai) 301230.SZ | China | $822M | -4% | +9% | 0% | 90.5× | 42.7% | +19.5% |
| Damon Technology 688360.SS | China | $779M | +8% | +19% | 7% | 7.2× | 12.3% | +17.1% |
| Shandong Link Science and Technology 001207.SZ | China | $777M | -7% | +7% | 13% | 12.3× | -4.6% | +18.9% |
| Karnov KAR.ST | Sweden | $828M | +16% | -4% | 20% | 20.2× | 4.1% | +27.9% |
| Daqian Ecology & Environment 603955.SS | China | $776M | +21% | +217% | -53% | n/a | n/a | n/a |
| Anbang Save-Guard 603373.SS | China | $830M | +30% | -1% | 14% | 41.5× | 6.7% | +5.6% |
| TaskUs TASK | United States | $833M | +41% | +11% | 12% | 6.5× | 0.5% | +19.9% |
| Dark Horse Technology 300688.SZ | China | $770M | +18% | -32% | -33% | 57.9× | n/a | n/a |
| Zhejiang Zhongxin Fluoride Materials 002915.SZ | China | $767M | -17% | +8% | 2% | 66.3× | n/a | n/a |
| Xi'an Xice Testing Technology 301306.SZ | China | $766M | -53% | +21% | -27% | n/a | n/a | n/a |
| SEP Analytical (Shanghai) 301228.SZ | China | $757M | -24% | +5% | -9% | n/a | n/a | n/a |
| Guizhou Zhenhua E-Chem 688707.SS | China | $754M | -40% | +15% | -17% | n/a | 3.7% | +6.6% |
| Funshine Culture 300860.SZ | China | $858M | +21% | -49% | -35% | 28.1× | 27.8% | -24.6% |
| NOMURA 9716.T | Japan | $861M | +4% | -10% | 7% | 14.1× | -8.4% | +8.6% |