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.

JAFCO Group Co., Ltd.

Benefit One Inc.

M&A Research Institute Holdings, Inc.

Wealth Management, Inc. (Japan)

Future Venture Capital Co., Ltd.

Sun Capital Management Corp.

Japan Asia Investment Co., Ltd.

Japan Infrastructure Fund Investment Corp.

Why is Wealth Management, Inc. (Japan) ?

High Debt Company with a Debt to Equity ratio (avg) at times

High Debt Company with a Debt to Equity ratio (avg) at times

High Debt company with Weak Long Term Fundamental Strength

Negative results in Dec 25

NET PROFIT(HY) At JPY -1,083.41 MM has Grown at -202.72%
ROCE(HY) Lowest at 4.88%
DEBT-EQUITY RATIO (HY) Highest at 284.53 %

With ROE of 5.68%, it has a very attractive valuation with a 1.01 Price to Book Value

Over the past year, while the stock has generated a return of 2.41%, its profits have fallen by -40%

Underperformed the market in the last 1 year

The stock has generated a return of 2.41% in the last 1 year, much lower than market (Japan Nikkei 225) returns of 38.30%

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)

2.41%

-0.02

24.36%

Japan Nikkei 225

40.96%

1.35

28.28%

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

1.01

EV to EBIT

16.06

EV to EBITDA

14.60

EV to Capital Employed

1.00

EV to Sales

2.21

PEG Ratio

Dividend Yield

ROCE (Latest)

6.25%

ROE (Latest)

5.68%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Mildly Bullish

RSI

No Signal

Bollinger Bands

Sideways

Mildly Bullish

Moving Averages

Mildly Bullish (Daily)

KST

Bearish

Bullish

Dow Theory

Mildly Bearish

No Trend

OBV

Mildly Bullish

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

3What is working for the Company

NET SALES(Q)

At JPY 4,087.57 MM has Grown at 36.41%

RAW MATERIAL COST(Y)

Fallen by -210% (YoY

-12What is not working for the Company

NET PROFIT(HY)

At JPY -1,083.41 MM has Grown at -202.72%

ROCE(HY)

Lowest at 4.88%

DEBT-EQUITY RATIO (HY)

Highest at 284.53 %

INVENTORY TURNOVER RATIO(HY)

Lowest at 0.28 times

INTEREST(Q)

Highest at JPY 316.62 MM

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

Net Sales

At JPY 4,087.57 MM has Grown at 36.41%

Year on Year (YoY)

MOJO Watch

Near term sales trend is very positive

Net Sales (JPY MM)

Raw Material Cost

Fallen by -210% (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 Wealth Management, Inc. (Japan)

Net Profit

At JPY -1,083.41 MM has Grown at -202.72%

Year on Year (YoY)

MOJO Watch

Near term Net Profit trend is very negative

Net Profit (JPY MM)

Interest

At JPY 316.62 MM has Grown at 35.49%

period on period (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (JPY MM)

Interest

Highest at JPY 316.62 MM

in the last five periods and Increased by 35.49% (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (JPY MM)

Debt-Equity Ratio

Highest at 284.53 %

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 0.28 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling inventory has slowed

Inventory Turnover Ratio