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Employees: 1,628
Size Nagase Brothers (9733.T) is a Japan Consumer Discretionary company (Other Consumer Services) with a market value of $404M, the 1182nd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,191 on 6 Nov 2026.
Performance Over six months the shares fell 5.2%, against -16.2% for the median peer and +1.8% for the Japan market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue grew 7.5% over the last twelve months (peer median +3.0%); the operating margin is 8.6% (peer median 12.1%).
Valuation It trades at 12.0× forward earnings against a peer median of 16.1× (6th cheapest of 14).
Price implies For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -15 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 6.7 points above its cost of capital (5.0% WACC).
Next results Next results expected around 26 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥65.3B | ¥64.2B | ¥55.3B | ¥53.0B | ¥52.4B |
| Revenue growth | — | +16% | +4% | +1% | — |
| Gross profit | ¥19.4B | ¥15.9B | ¥13.8B | ¥13.7B | ¥14.8B |
| EBITDA | n/a | ¥9.71B | ¥8.10B | ¥7.58B | ¥7.98B |
| Net income | ¥3.31B | ¥3.98B | ¥1.96B | ¥2.60B | ¥4.00B |
| Free cash flow | n/a | ¥7.95B | ¥6.75B | ¥2.76B | ¥2.93B |
| Capital expenditure | n/a | ¥4.29B | ¥2.65B | ¥2.56B | ¥3.07B |
| Total debt | ¥36.4B | ¥28.7B | ¥30.1B | ¥35.7B | ¥26.3B |
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.
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 | 9733.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -1.4% | -4.3% | 9th highest of 21 |
| 6-month return | -5.2% | -16.2% | 6th highest of 21 |
| Distance from 52-week high | -23.8% | -36.7% | 5th highest of 21 |
| Revenue growth (TTM) | +7.5% | +3.0% | 6th highest of 21 |
| Operating margin | 8.6% | 12.1% | 10th lowest of 21 |
| Forward P/E | 12.0× | 16.1× | 6th cheapest of 14 |
| Growth the price implies (Req g, 7 yrs) | -8.3% | -1.5% | 6th least demanding of 19 |
| Growth delivered (Del g) | +7.0% | +10.1% | 7th lowest of 19 |
| Hurdle (Req g minus delivered) | -15.2 pp | -10.3 pp | 7th least demanding of 19 |
| ROIC minus cost of capital | +6.7 pp | +2.3 pp | 6th highest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Nagase Brothers 9733.T | Japan | $404M | -5% | +8% | 9% | 12.0× | -8.3% | +7.0% |
| Youngy Health 300247.SZ | China | $409M | -21% | +2% | 19% | n/a | 5.7% | +12.8% |
| Beijing Jingxi Culture and Tourism 000802.SZ | China | $409M | -12% | -60% | -62% | n/a | 10.6% | -4.8% |
| Mahindra Holidays & Resorts India MHRIL.NS | India | $422M | -18% | +7% | 6% | 16.7× | 30.5% | +12.0% |
| IDP Education IEL.AX | Australia | $424M | -19% | -10% | 12% | 12.2× | -3.0% | +8.5% |
| Azoom 3496.T | Japan | $385M | +21% | +26% | 19% | 27.5× | -1.0% | +28.7% |
| Tibet Tourism 600749.SS | China | $384M | -29% | -7% | -12% | n/a | 49.8% | +8.1% |
| Carriage Services CSV | United States | $426M | -41% | +1% | 23% | 8.3× | -4.3% | +4.9% |
| Lion Travel Service 2731.TW | Taiwan | $382M | -15% | +5% | 5% | 7.5× | -20.4% | +35.6% |
| Guilin Tourism 000978.SZ | China | $431M | -8% | +2% | -6% | n/a | 33.7% | +12.6% |
| Gym GYM.L | United Kingdom | $436M | +1% | +9% | 13% | 35.6× | 11.7% | +24.9% |
| Donglai Coating Technology (Shanghai) 688129.SS | China | $370M | -30% | +7% | 13% | 21.8× | n/a | n/a |
| Power Wind Health Industry 8462.TW | Taiwan | $366M | +2% | +20% | 17% | 10.2× | -4.4% | +10.5% |
| ZJBC Information Technology 000889.SZ | China | $447M | -28% | -5% | 0% | n/a | n/a | n/a |
| Rainbow Tours RBW.WA | Poland | $458M | -8% | +11% | 6% | 9.0× | -10.6% | +60.0% |
| Wuhan Sante Cableways 002159.SZ | China | $356M | -18% | -3% | 37% | 16.1× | -8.9% | +9.6% |
| Shenzhen Silver Basis Technology 002786.SZ | China | $483M | -17% | +1% | 1% | n/a | 29.9% | -6.6% |
| Jp Holdings Inc 2749.T | Japan | $337M | -8% | +4% | 16% | 11.5× | -19.0% | +5.3% |
| Jiangsu Tianmu Lake Tourism 603136.SS | China | $335M | -25% | -12% | 17% | 33.7× | -0.7% | +6.3% |
| Vicom WJP.SI | Singapore | $489M | -1% | +29% | 34% | 21.7× | -8.4% | +14.1% |
| H.I.S.Co 9603.T | Japan | $492M | 0% | +4% | 3% | n/a | -1.9% | -2.8% |