ScoreWhy is Sompo Holdings, Inc. ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 10.25%
2
Positive results in Jun 25
- RAW MATERIAL COST(Y) Fallen by 0% (YoY)
- NET SALES(Q) At JPY 1,462,752 MM has Grown at 13.22%
3
With ROE of 14.93%, it has a very attractive valuation with a 1.50 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 23.51%, its profits have risen by 2%
Real-Time Research ReportHow much should you buy?
- Overall Portfolio exposure to Sompo Holdings, Inc. should be less than 10%
- Overall Portfolio exposure to Insurance should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Insurance)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Sompo Holdings, Inc. for you?
Low Risk, High Return
Absolute
Risk Adjusted
Volatility
Sompo Holdings, Inc.
22.79%
369.11
33.51%
Japan Nikkei 225
28.54%
1.14
25.81%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
7.40%
EBIT Growth (5y)
0
EBIT to Interest (avg)
3.09
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
23.96%
Dividend Payout Ratio
52.61%
Pledged Shares
0
Institutional Holding
0.00%
ROCE (avg)
2.48%
ROE (avg)
10.25%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
10
Industry P/E
Price to Book Value
1.50
EV to EBIT
NA
EV to EBITDA
34.06
EV to Capital Employed
1.62
EV to Sales
0.73
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
ROE (Latest)
14.93%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
Mildly Bullish
Mildly Bullish
OBV
Bullish
Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend2What is working for the Company
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
NET SALES(Q)
At JPY 1,462,752 MM has Grown at 13.22%
-17What is not working for the Company
NET PROFIT(HY)
At JPY 162,579 MM has Grown at -32.26%
ROCE(HY)
Lowest at 0%
DEBT-EQUITY RATIO
(HY)
Highest at -2.68 %
INTEREST(Q)
Highest at JPY 5,351 MM
Here's what is working for Sompo Holdings, Inc.
Net Sales
At JPY 1,462,752 MM has Grown at 13.22%
over average net sales of the previous four periods of JPY 1,291,934.5 MMMOJO Watch
Near term sales trend is positive
Net Sales (JPY MM)
Raw Material Cost
Fallen by 0% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for Sompo Holdings, Inc.
Interest
At JPY 5,351 MM has Grown at 29.94%
period on period (QoQ)MOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (JPY MM)
Net Profit
At JPY 162,579 MM has Grown at -32.26%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is negative
Net Profit (JPY MM)
Interest
Highest at JPY 5,351 MM
in the last five periods and Increased by 29.94% (QoQ)MOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (JPY MM)
Debt-Equity Ratio
Highest at -2.68 %
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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