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8698.T$642.00+0.47%
Fair $642.00+0.0%

8698.T

Monex Group, Inc.

Financial Services / Capital MarketsTokyo

$642.00

+3.00 (+0.47%)

Fairly Valued+0.0%Fair Value $642.00Fund rank 22/100 · Data gapFallback financials|
SA 25/D
F-Score: 4/9
Low Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 32.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

25/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. ROE is -4.1%, below the 5% threshold
Thesis & Journal · 8698.TLocal privado en este navegador · Monex Group, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$161.4B

P/E

14.8x

↑

EV/EBITDA

27.5x

↑

ROE

-4.1%

↓

Gross Margin

100.0%

↑

Debt/Equity

0.70

↑
52-Week Range$642
$630$905

TradingView lightweight chart

8698.T price, volumen y niveles de valoración

Último $642.00Periodo -61.6%
Fair value: $642.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

-6.9%

FCF CAGR

-42.1%

FCF margin

11.2%

FCF / Net income

-1.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $77.63B · net income $-5.07B · FCF $8.73B

2022-FY → 2025-FY

Gross margin

100.0%+0.0% pts

Operating margin

21.0%-7.7% pts

Net margin

-6.5%-20.0% pts

FCF margin

11.2%-35.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$77.63B$77.63B$83.38B$57.57B$96.31B
Net Income$-5.07B$-5.07B$31.29B$3.39B$13.02B
EBITDA$7.19B$7.19B$41.39B$16.69B$34.40B
EPS-19.84-19.84121.6712.8549.99
Gross Margin100.0%100.0%99.8%99.6%99.9%
Operating Margin21.0%21.0%40.8%17.6%28.7%
Net Margin-6.5%-6.5%37.5%5.9%13.5%
Balance Sheet
Debt/Equity0.700.700.764.174.05
Current Ratio1.021.02———
Cash Flow
Free Cash Flow$8.73B$8.73B$1.36B$-38.78B$45.09B
Returns
ROE-4.1%-4.1%23.8%3.4%12.5%
Valuation
P/E14.8014.807.0037.9013.02
EV/EBITDA27.5327.535.3522.119.82
P/B1.331.331.661.291.63
Growth & Yield
Revenue Growth-6.9%-6.9%44.8%-40.2%—
EPS Growth-116.3%-116.3%846.8%-74.3%—
Dividend Yield4.8%4.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -4.9%

Total return

-4.9%

Start / end P/E

n/dx → n/dx

EPS bridge

121.67 → -19.84

Residual

-9.7%

EPS growthn/d
Multiple reratingn/d
Dividend+4.8%
Residual / FX / buybacks / cross-term-9.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.