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Employees: 4,678
Size Arclands (9842.T) is a Japan Consumer Discretionary company (Home Improvement Chains) with a market value of $748M, the 872nd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,893 on 6 Nov 2026.
Performance Over six months the shares gained 6.5%, against +14.6% for the median peer and +1.8% for the Japan market (cap-weighted) — 3rd lowest of 10 in its peer set.
Growth Revenue grew 7.7% over the last twelve months (peer median +4.7%); the operating margin is 4.0% (peer median 5.6%).
Valuation It trades at 9.4× forward earnings against a peer median of 12.5× (cheapest of 8).
Price implies For today's price to make sense, revenue must grow about 2% a year for seven years (Req g). Recent delivered growth is +14%, so the hurdle is -12 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.6 points below its cost of capital (5.0% WACC).
Next results Next results expected around 8 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥370B | ¥357B | ¥331B | ¥325B | ¥327B |
| Revenue growth | — | +8% | +2% | -1% | — |
| Gross profit | ¥151B | ¥134B | ¥123B | ¥119B | ¥121B |
| EBITDA | ¥29.7B | ¥28.4B | ¥28.8B | ¥28.4B | ¥31.3B |
| Net income | ¥8.01B | ¥8.09B | ¥10.1B | ¥9.12B | ¥9.66B |
| Free cash flow | n/a | ¥2.98B | ¥15.0B | ¥2.17B | ¥1.96B |
| Capital expenditure | n/a | ¥22.0B | ¥17.8B | ¥16.0B | ¥19.3B |
| Total debt | ¥126B | ¥117B | ¥122B | ¥154B | ¥162B |
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 | 9842.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.2% | +5.9% | 4th lowest of 10 |
| 6-month return | +6.5% | +14.6% | 3rd lowest of 10 |
| Distance from 52-week high | -7.5% | -7.0% | 4th lowest of 10 |
| Revenue growth (TTM) | +7.7% | +4.7% | highest of 10 |
| Operating margin | 4.0% | 5.6% | 3rd lowest of 10 |
| Forward P/E | 9.4× | 12.5× | cheapest of 8 |
| Growth the price implies (Req g, 7 yrs) | 2.2% | -1.0% | 2nd most demanding of 9 |
| Growth delivered (Del g) | +14.2% | +3.1% | highest of 9 |
| Hurdle (Req g minus delivered) | -12.0 pp | -3.7 pp | 2nd least demanding of 9 |
| ROIC minus cost of capital | -0.6 pp | -0.1 pp | 3rd lowest of 10 |
| EV / EBITDA | 7.5× | 7.2× | 5th cheapest of 9 |
| Net debt / EBITDA | 3.5× | 1.4× | 3rd most indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Arclands 9842.T | Japan | $748M | +6% | +8% | 4% | 9.4× | 2.2% | +14.2% |
| Joyful Honda 3191.T | Japan | $859M | +10% | +5% | 6% | n/a | 1.1% | +0.3% |
| Kohnan Shoji 7516.T | Japan | $925M | +15% | +6% | 5% | 10.1× | 0.4% | +3.3% |
| Sangetsu 8130.T | Japan | $1.15B | +4% | +4% | 10% | 13.7× | -10.8% | +7.3% |
| Komeri 8218.T | Japan | $1.21B | +17% | +3% | 6% | 11.8× | -6.8% | 0.0% |
| DCM 3050.T | Japan | $1.40B | +10% | +5% | 6% | 12.5× | -1.7% | +2.9% |
| Byggmax BMAX.ST | Sweden | $393M | +42% | +2% | 6% | 13.7× | -0.4% | -2.0% |
| Victorian Plumbing VIC.L | United Kingdom | $386M | +15% | +7% | 6% | 16.9× | 11.0% | +8.2% |
| NAFCO 2790.T | Japan | $346M | -12% | -3% | 1% | n/a | n/a | n/a |
| HORNBACH Holding AG & Co. KGaA HBH.DE | Germany | $1.66B | +18% | +5% | 4% | 10.2× | -3.6% | +3.4% |