Wealth Management, Inc. (Japan) (3772) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

SBI Global Asset Management Co. Ltd.

WealthNavi, Inc.

SPARX Group Co., Ltd.

M&A Research Institute Holdings, Inc.

JAFCO Group Co., Ltd.

Future Venture Capital Co., Ltd.

Wealth Management, Inc. (Japan)

Sun Capital Management Corp.

Japan Asia Investment Co., Ltd.

Japan Infrastructure Fund Investment Corp.

Benefit One Inc.

Why is Wealth Management, Inc. (Japan) ?

The company is Net-Debt Free

The company is Net-Debt Free

High Debt company with Weak Long Term Fundamental Strength

With a fall in Net Sales of -47.18%, the company declared Very Negative results in Mar 26

The company has declared negative results for the last 6 consecutive quarters
NET SALES(Q) At JPY 5,043.29 MM has Fallen at -47.18%
PRE-TAX PROFIT(Q) At JPY 357.29 MM has Fallen at -89.18%
NET PROFIT(Q) At JPY 197.51 MM has Fallen at -91.11%

Risky -

The stock is trading risky as compared to its average historical valuations
Over the past year, while the stock has generated a return of 3.17%, its profits have fallen by -40%

Underperformed the market in the last 1 year

The stock has generated a return of 3.17% in the last 1 year, much lower than market (Japan Nikkei 225) returns of 85.83%

Real-Time Research Report

Verdict Report

How much should you sell?

All quantity irrespective of whether you are making profits or losses

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to re-enter? - We will constantly monitor the company and review our call based on new data

Is Wealth Management, Inc. (Japan) for you?

Low Risk, Low Return

Absolute

Risk Adjusted

Volatility

Wealth Management, Inc. (Japan)

3.17%

0.03

19.81%

Japan Nikkei 225

85.83%

3.09

27.80%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

6.70%

EBIT Growth (5y)

-1.43%

EBIT to Interest (avg)

4.06

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

38.95%

Dividend Payout Ratio

34.75%

Pledged Shares

Institutional Holding

ROCE (avg)

9.13%

ROE (avg)

14.31%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

1.16

EV to EBIT

27.75

EV to EBITDA

25.22

EV to Capital Employed

1.04

EV to Sales

3.82

PEG Ratio

Dividend Yield

ROCE (Latest)

3.75%

ROE (Latest)

6.31%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Mildly Bullish

RSI

Bearish

No Signal

Bollinger Bands

Sideways

Bullish

Moving Averages

Mildly Bearish (Daily)

KST

Mildly Bearish

Bullish

Dow Theory

Mildly Bullish

No Trend

OBV

Mildly Bullish

Mildly Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

1What is working for the Company

DIVIDEND PAYOUT RATIO(Y)

Highest at 194.21%

-44What is not working for the Company

NET SALES(Q)

At JPY 5,043.29 MM has Fallen at -47.18%

PRE-TAX PROFIT(Q)

At JPY 357.29 MM has Fallen at -89.18%

NET PROFIT(Q)

At JPY 197.51 MM has Fallen at -91.11%

ROCE(HY)

Lowest at -6.35%

RAW MATERIAL COST(Y)

Grown by 20.03% (YoY

DEBT-EQUITY RATIO (HY)

Highest at 299.88 %

INVENTORY TURNOVER RATIO(HY)

Lowest at 0.23 times

DEBTORS TURNOVER RATIO(HY)

Lowest at 6.39 times

INTEREST(Q)

Highest at JPY 486.54 MM

Here's what is working for Wealth Management, Inc. (Japan)

Dividend Payout Ratio

Highest at 194.21%

in the last five years

MOJO Watch

Company is distributing higher proportion of profits generated as dividend

DPR (%)

Depreciation

Highest at JPY 84.19 MM

in the last five periods

MOJO Watch

The expenditure on assets done by the company may have gone into operation

Depreciation (JPY MM)

Here's what is not working for Wealth Management, Inc. (Japan)

Net Sales

At JPY 5,043.29 MM has Fallen at -47.18%

Year on Year (YoY)

MOJO Watch

Near term sales trend is extremely negative

Net Sales (JPY MM)

Pre-Tax Profit

At JPY 357.29 MM has Fallen at -89.18%

Year on Year (YoY)

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (JPY MM)

Net Profit

At JPY 197.51 MM has Fallen at -91.11%

Year on Year (YoY)

MOJO Watch

Near term Net Profit trend is very negative

Net Profit (JPY MM)

Interest

At JPY 486.54 MM has Grown at 53.67%

period on period (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (JPY MM)

Interest

Highest at JPY 486.54 MM

in the last five periods and Increased by 53.67% (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (JPY MM)

Debt-Equity Ratio

Highest at 299.88 %

in the last five Semi-Annual periods

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio

Inventory Turnover Ratio

Lowest at 0.23 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling inventory has slowed

Inventory Turnover Ratio

Debtors Turnover Ratio

Lowest at 6.39 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling Debtors has slowed

Debtors Turnover Ratio

Raw Material Cost

Grown by 20.03% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has deteriorated; this may lead to a fall in profit margin

Raw Material Cost as a percentage of Sales