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Employees: 4,176
Size Yellow Hat (9882.T) is a Japan Industrials company (Wholesale Distributors) with a market value of $888M, the 783rd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,702 on 6 Nov 2026.
Performance Over six months the shares gained 12.2%, against -15.0% for the median peer and +1.8% for the Japan market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue grew 6.7% over the last twelve months (peer median +6.5%); the operating margin is 9.2% (peer median 4.1%).
Valuation It trades at 0.9× enterprise value to sales against a peer median of 0.5× (7th most expensive of 21).
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 +3%, so the hurdle is -9 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 3.0 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 | ¥175B | ¥171B | ¥154B | ¥147B | ¥147B |
| Revenue growth | — | +11% | +5% | 0% | — |
| Gross profit | ¥76.5B | ¥74.5B | ¥67.4B | ¥62.8B | ¥63.0B |
| EBITDA | ¥20.0B | ¥18.9B | ¥18.5B | ¥17.3B | ¥17.7B |
| Net income | ¥13.0B | ¥12.0B | ¥11.3B | ¥10.3B | ¥10.7B |
| Free cash flow | n/a | ¥831M | ¥4.18B | ¥390M | ¥391M |
| Capital expenditure | n/a | ¥10.4B | ¥12.4B | ¥11.7B | ¥13.7B |
| Total debt | ¥53.0B | ¥53.0B | ¥35.1B | ¥89.0M | ¥123M |
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 | 9882.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +4.5% | -8.0% | 3rd highest of 21 |
| 6-month return | +12.2% | -15.0% | 5th highest of 21 |
| Distance from 52-week high | -10.0% | -33.8% | 2nd highest of 21 |
| Revenue growth (TTM) | +6.7% | +6.5% | 11th highest of 21 |
| Operating margin | 9.2% | 4.1% | 3rd highest of 21 |
| EV / Sales | 0.9× | 0.5× | 7th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | -5.5% | -3.4% | 5th least demanding of 13 |
| Growth delivered (Del g) | +3.1% | +7.9% | 3rd lowest of 13 |
| Hurdle (Req g minus delivered) | -8.6 pp | -12.2 pp | 5th most demanding of 13 |
| ROIC minus cost of capital | +3.0 pp | +0.3 pp | 7th highest of 21 |
| EV / EBITDA | 7.7× | 6.3× | 3rd most expensive of 8 |
| Net debt / EBITDA | 0.7× | 1.0× | 6th least indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Yellow Hat 9882.T | Japan | $888M | +12% | +7% | 9% | 0.9× | -5.5% | +3.1% |
| Superior Plus SPB.TO | Canada | $890M | -22% | -7% | 8% | 1.2× | -1.3% | +13.7% |
| Matsuda Sangyo 7456.T | Japan | $891M | -12% | +49% | 4% | 0.2× | n/a | n/a |
| Mitsuuroko 8131.T | Japan | $893M | +26% | 0% | 3% | 0.4× | -3.7% | +8.4% |
| Kamei 8037.T | Japan | $869M | +40% | +1% | 3% | 0.2× | -13.1% | +7.6% |
| Wah Lee Industrial 3010.TW | Taiwan | $910M | -15% | +6% | 4% | 0.5× | -6.5% | +5.8% |
| Lx International 001120.KS | South Korea | $913M | -35% | +11% | 2% | 0.1× | n/a | n/a |
| Auto Partner APR.WA | Poland | $928M | +26% | +67% | 8% | 0.6× | -5.0% | +21.5% |
| MAAS MGH.AX | Australia | $849M | -20% | +31% | 8% | 3.7× | n/a | n/a |
| San-ai Obbli 8097.T | Japan | $843M | -3% | -8% | 2% | 0.2× | -3.1% | +5.2% |
| Huludao Zinc Industry 000751.SZ | China | $943M | -36% | +17% | 1% | 0.5× | n/a | n/a |
| Dlg Exhibitions & Events 600826.SS | China | $944M | -9% | +2% | 15% | 2.8× | 6.9% | -11.5% |
| State Power Rixin Technology 301162.SZ | China | $944M | -25% | +12% | 17% | 8.2× | 22.6% | +23.8% |
| Hangzhou Cogeneration 605011.SS | China | $956M | -23% | -1% | 5% | 2.2× | n/a | n/a |
| Trusco Nakayama 9830.T | Japan | $958M | +6% | +10% | 7% | 0.6× | n/a | n/a |
| China Aviation Oil (Singapore) G92.SI | Singapore | $815M | -39% | -8% | 0% | 0.0× | -11.7% | +8.2% |
| Shandong Nanshan Fashion Sci-Tech 300918.SZ | China | $808M | -24% | +40% | 5% | 2.4× | n/a | n/a |
| Yamazen 8051.T | Japan | $978M | +13% | +7% | 2% | 0.2× | -6.3% | +4.5% |
| SK Networks 001740.KS | South Korea | $804M | -4% | -4% | 1% | 0.4× | n/a | n/a |
| Dongfeng Electronic Technology 600081.SS | China | $795M | -15% | -15% | 3% | 0.6× | 2.3% | -3.6% |
| Harim 003380.KS | South Korea | $790M | -16% | +10% | 7% | 0.9× | -2.2% | +11.3% |