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Employees: 838
Size Senshu Electric (9824.T) is a Japan Industrials company (Wholesale Distributors) with a market value of $736M, the 875th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥7,110 on 6 Nov 2026.
Performance Over six months the shares gained 17.1%, against -15.5% for the median peer and +1.8% for the Japan market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 12.5% over the last twelve months (peer median +5.5%); the operating margin is 7.5% (peer median 4.8%).
Valuation It trades at 12.4× forward earnings against a peer median of 11.4× (5th most expensive of 13).
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 +13%, so the hurdle is -18 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 28.5 points above its cost of capital (9.0% WACC).
Next results Next results expected around 15 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥156B | ¥136B | ¥136B | ¥125B | ¥114B |
| Revenue growth | — | 0% | +9% | +10% | — |
| Gross profit | ¥22.6B | ¥19.7B | ¥20.5B | ¥18.1B | ¥16.5B |
| EBITDA | ¥12.4B | ¥9.65B | ¥11.0B | ¥8.95B | ¥7.98B |
| Net income | ¥8.74B | ¥6.72B | ¥7.58B | ¥5.92B | ¥5.32B |
| Free cash flow | n/a | ¥8.22B | ¥6.36B | ¥3.88B | ¥5.92B |
| Capital expenditure | n/a | ¥1.22B | ¥1.88B | ¥3.06B | ¥413M |
| Total debt | ¥617M | ¥686M | ¥599M | ¥927M | ¥985M |
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 | 9824.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -14.7% | -3.9% | 3rd lowest of 21 |
| 6-month return | +17.1% | -15.5% | 2nd highest of 21 |
| Distance from 52-week high | -17.7% | -37.7% | 6th highest of 21 |
| Revenue growth (TTM) | +12.5% | +5.5% | 5th highest of 21 |
| Operating margin | 7.5% | 4.8% | 6th highest of 21 |
| Forward P/E | 12.4× | 11.4× | 5th most expensive of 13 |
| Growth the price implies (Req g, 7 yrs) | -5.1% | -2.2% | 4th least demanding of 14 |
| Growth delivered (Del g) | +12.8% | +11.0% | 4th highest of 14 |
| Hurdle (Req g minus delivered) | -17.9 pp | -14.5 pp | 5th least demanding of 14 |
| ROIC minus cost of capital | +28.5 pp | -0.5 pp | highest of 21 |
| EV / EBITDA | 6.0× | 7.9× | cheapest of 7 |
| Net debt / EBITDA | -3.4× | 1.0× | 2nd least indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Senshu Electric 9824.T | Japan | $736M | +17% | +13% | 7% | 12.4× | -5.1% | +12.8% |
| Jiangxi Bestoo Energy 001376.SZ | China | $734M | -34% | +10% | 22% | n/a | -2.1% | +17.4% |
| Ricegrowers SGLLV.AX | Australia | $730M | +24% | -2% | 6% | 19.8× | -4.4% | +12.0% |
| Chongqing Port 600279.SS | China | $744M | -14% | +9% | 5% | n/a | 1.5% | -2.5% |
| Central Automotive Products 8117.T | Japan | $716M | +7% | +14% | 24% | 11.2× | -3.4% | +11.1% |
| Autobacs Seven 9832.T | Japan | $758M | +1% | +9% | 5% | 10.5× | n/a | n/a |
| Acomo ACOMO.AS | Netherlands | $765M | -13% | -3% | 7% | 10.6× | n/a | n/a |
| CITIC Metal 601061.SS | China | $706M | -32% | +19% | 1% | 12.4× | -22.1% | +13.0% |
| CITIC Niya Wine 600084.SS | China | $701M | -22% | +5% | -17% | n/a | n/a | n/a |
| Jiangsu Soho High Hope 600981.SS | China | $780M | -19% | +2% | 0% | n/a | 31.9% | +8.5% |
| Yuasa 8074.T | Japan | $789M | -1% | +5% | 3% | n/a | -14.7% | +4.7% |
| Harim 003380.KS | South Korea | $790M | -16% | +10% | 7% | 5.2× | -2.2% | +11.3% |
| Hunan Heshun Petroleum 603353.SS | China | $684M | -38% | -10% | -2% | n/a | n/a | n/a |
| Tianjin TEDA Resources Recycling 000652.SZ | China | $683M | -27% | -66% | 3% | n/a | n/a | n/a |
| Dongfeng Electronic Technology 600081.SS | China | $795M | -15% | -15% | 3% | n/a | 2.3% | -3.6% |
| SK Networks 001740.KS | South Korea | $804M | -4% | -4% | 1% | 9.9× | n/a | n/a |
| Lubair Aviation Technology 001316.SZ | China | $672M | -25% | +32% | 20% | 17.5× | -0.8% | +11.0% |
| Shandong Nanshan Fashion Sci-Tech 300918.SZ | China | $808M | -24% | +40% | 5% | 38.9× | n/a | n/a |
| China Aviation Oil (Singapore) G92.SI | Singapore | $815M | -39% | -8% | 0% | 8.3× | -11.7% | +8.2% |
| Momentum MMGR-B.ST | Sweden | $650M | +14% | +6% | 10% | 29.4× | 3.8% | +21.2% |
| Thermador Groupe THEP.PA | France | $646M | -9% | +8% | 12% | 11.7× | -2.4% | +4.9% |