ScoreComparison
Company
Score
Quality
Valuation
Financial
Technical
Why is Monex Group, Inc. ?
1
Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 9.56%
- Poor long term growth as Operating profit has grown by an annual rate of 6.03%
2
Poor long term growth as Operating profit has grown by an annual rate of 6.03%
3
The company has declared Positive results for the last 3 consecutive quarters
- NET PROFIT(HY) Higher at JPY 6,365 MM
- DIVIDEND PER SHARE(HY) Highest at JPY 0
- NET SALES(Q) Highest at JPY 23,885 MM
4
With ROE of -6.47%, it has a very attractive valuation with a 1.30 Price to Book Value
- The stock is trading at a premium compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of -10.90%, its profits have fallen by -146%
5
Below par performance in long term as well as near term
- Along with generating -10.90% returns in the last 1 year, the stock has also underperformed Japan Nikkei 225 in the last 3 years, 1 year and 3 months
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Monex Group, Inc. should be less than 10%
- Overall Portfolio exposure to Regional Banks should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Regional Banks)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Monex Group, Inc. for you?
Low Risk, Low Return
Absolute
Risk Adjusted
Volatility
Monex Group, Inc.
-11.54%
-0.17
34.11%
Japan Nikkei 225
59.79%
2.06
29.57%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
7.40%
EBIT Growth (5y)
6.03%
EBIT to Interest (avg)
2.97
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
39.97%
Dividend Payout Ratio
70.72%
Pledged Shares
0
Institutional Holding
0.00%
ROCE (avg)
0
ROE (avg)
9.56%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
NA (Loss Making)
Industry P/E
Price to Book Value
1.30
EV to EBIT
-20.89
EV to EBITDA
-15.27
EV to Capital Employed
0.88
EV to Sales
-3.67
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
-4.22%
ROE (Latest)
-6.47%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bullish
Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bullish
Bearish
Moving Averages
Mildly Bearish (Daily)
KST
Mildly Bullish
Bearish
Dow Theory
Mildly Bearish
No Trend
OBV
Mildly Bearish
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend16What is working for the Company
NET PROFIT(HY)
Higher at JPY 6,365 MM
DIVIDEND PER SHARE(HY)
Highest at JPY 0
NET SALES(Q)
Highest at JPY 23,885 MM
-10What is not working for the Company
INTEREST(HY)
At JPY 3,817 MM has Grown at 36.18%
CASH AND EQV(HY)
Lowest at JPY 871,392 MM
DEBT-EQUITY RATIO
(HY)
Highest at -291.11 %
Here's what is working for Monex Group, Inc.
Net Profit
At JPY 6,365 MM has Grown at 164.06%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is very positive
Net Profit (JPY MM)
Net Profit
Higher at JPY 6,365 MM
than preceding 12 month period ended Mar 2026MOJO Watch
In the half year the company has already crossed Net Profit of the previous twelve months
Net Profit (JPY MM)
Dividend per share
Highest at JPY 0 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (JPY)
Net Sales
Highest at JPY 23,885 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (JPY MM)
Net Sales
At JPY 23,885 MM has Grown at 13.9%
over average net sales of the previous four periods of JPY 20,970.75 MMMOJO Watch
Near term sales trend is positive
Net Sales (JPY MM)
Here's what is not working for Monex Group, Inc.
Interest
At JPY 3,817 MM has Grown at 36.18%
over previous Semi-Annual periodMOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (JPY MM)
Cash and Eqv
Lowest at JPY 871,392 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is deteriorating
Cash and Cash Equivalents
Debt-Equity Ratio
Highest at -291.11 %
in the last five Semi-Annual periodsMOJO Watch
The company is borrowing more to fund its operations; it's liquidity situation may be stressed
Debt-Equity Ratio
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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