MonotaRO sells MRO consumables (cutting tools, fasteners, safety gear, cleaning supplies) to small and mid-sized Japanese factories and workshops through its online catalogue, with same-day or next-day delivery from a network of distribution centres. Its moat is a catalogue of several million SKUs that a local hardware supplier cannot match, combined with a self-reinforcing loop of customer data and fast fulfilment that keeps repeat purchases high. Revenue growth of 20.4% is well ahead of most Japanese retailers, and the 29.9% ROE shows the model is earning strong returns on capital. The stock trades at 32.0x trailing and 37.7x forward earnings, so the market is already paying a premium for continued growth and the question for a deeper look is whether gross margin and operating margin (14.5%) can keep expanding as the company scales.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | ¥2190 | first publication | ¥2292 |
Answered from MonotaRO Co., Ltd. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 3064.T MonotaRO Co., Ltd. | ¥2245.00 | - | - | 31.9x | 29.9% | 78 | 69 |
| 3092.T ZOZO, Inc. | ¥1228.50 | - | - | 23.4x | 51.8% | 100 | 70 |
| GLBE Global-E Online Ltd. Ordinary Shares | $41.33 | $19 | 121% above | 47.0x | 17.0% | 75 | 74 |
| ZAL.DE Zalando | €26.23 | €26 | 2% above | 72.5x | 3.5% | 43 | 60 |
| ETSY Etsy Inc. Common Stock | $90.82 | $81 | 13% above | 25.4x | -1224.5% | 50 | 59 |
| VIPS Vipshop Holdings Limited American Depositary Shares each representing two ordinary shares | $12.77 | $20 | 38% below | 4.2x | 23.5% | 65 | 56 |
| 4755.T Rakuten Group, Inc. | ¥637.70 | - | - | - | 0.3% | 28 | 36 |
Where 3064.T ranks against its sector peers on each metric.