Morningstar Japan K.K. (JP:4765)
:4765
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Morningstar Japan K.K.
(4765)
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Rating:62Neutral
Price Target:
¥635.00
▲(4.44% Upside)
Action:DowngradedDate:10/03/25
The overall score of 62 is primarily supported by the company's strong financial health, particularly its exceptionally low-debt balance sheet and consistent profitability. However, this strength is significantly counteracted by bearish technical indicators, with the stock trading in a clear downtrend below all key moving averages. The valuation is mixed, with a high P/E ratio suggesting a premium price, partially offset by an attractive dividend yield.
Positive Factors
Revenue Growth
Consistent revenue growth indicates strong market demand and effective business strategies, supporting long-term financial stability and expansion opportunities.
Negative Factors
Free Cash Flow Decline
Declining free cash flow can limit the company's ability to reinvest in growth and meet financial obligations, potentially impacting long-term financial health.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth
Consistent revenue growth indicates strong market demand and effective business strategies, supporting long-term financial stability and expansion opportunities.
Read all positive factors
Morningstar Japan K.K. (4765) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥80.87B
Dividend Yield3.75%
Average Volume (3M)256.05K
Price to Earnings (P/E)24.4
Beta (1Y)0.77
Revenue Growth20.36%
EPS Growth9.29%
CountryJP
Employees122
SectorFinancial
Sector Strength70
IndustryFinancial - Data & Stock Exchanges
Share Statistics
EPS (TTM)6.22
Shares Outstanding137,996,340
10 Day Avg. Volume227,850
30 Day Avg. Volume256,053
Financial Highlights & Ratios
PEG Ratio10.00
Price to Book (P/B)3.97
Price to Sales (P/S)5.22
P/FCF Ratio30.16
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Morningstar Japan K.K. Business Overview & Revenue Model
Company Description
Morningstar Japan K.K. provides financial and asset management services in Japan and internationally. The company provides investment management and advice services, such as investment trust setting, solicitation, and management services based on ...
How the Company Makes Money
Morningstar Japan K.K. generates revenue through multiple streams, primarily driven by its provision of investment research and financial information services. The company earns money by selling subscriptions to its financial data platforms, which...
Morningstar Japan K.K. Financial Statement Overview
Summary
Income Statement
82
Very Positive
Balance Sheet
92
Very Positive
Cash Flow
58
Neutral
| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 11.57B | 11.57B | 10.14B | 8.75B | 8.12B | 7.49B |
| Gross Profit | 5.66B | 5.70B | 5.22B | 4.53B | 4.47B | 3.93B |
| EBITDA | 3.43B | 3.11B | 2.62B | 8.69B | 3.05B | 2.69B |
| Net Income | 1.67B | 1.65B | 1.59B | 5.44B | 1.45B | 1.32B |
Balance Sheet | ||||||
| Total Assets | 16.89B | 18.26B | 18.63B | 21.36B | 14.06B | 14.19B |
| Cash, Cash Equivalents and Short-Term Investments | 2.91B | 4.01B | 3.64B | 2.14B | 5.18B | 4.90B |
| Total Debt | 218.76M | 247.20M | 274.57M | 303.29M | 138.18M | 291.92M |
| Total Liabilities | 2.40B | 2.85B | 2.52B | 4.56B | 1.78B | 1.83B |
| Stockholders Equity | 14.35B | 15.24B | 15.96B | 16.48B | 11.80B | 12.01B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 2.00B | 8.34B | 2.27B | 804.63M | 1.49B |
| Operating Cash Flow | 0.00 | 2.01B | 8.76B | 2.61B | 1.13B | 2.10B |
| Investing Cash Flow | 0.00 | 359.58M | -5.49B | -3.47B | 1.32B | -1.17B |
| Financing Cash Flow | 0.00 | -2.01B | -2.15B | -1.89B | -2.15B | -391.30M |
Morningstar Japan K.K. Technical Analysis
Positive
608.00
Price Trends
594.40
Negative
592.19
Positive
598.22
Negative
Market Momentum
-1.35
Negative
54.15
Neutral
46.52
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4765, the sentiment is Positive. The current price of 608 is above the 20-day moving average (MA) of 584.19, above the 50-day MA of 594.40, and above the 200-day MA of 598.22, indicating a neutral trend. The MACD of -1.35 indicates Negative momentum. The RSI at 54.15 is Neutral, neither overbought nor oversold. The STOCH value of 46.52 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:4765.
Morningstar Japan K.K. Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
80 Outperform | ¥198.68B | 6.74 | ― | 4.01% | -2.39% | -4.54% | |
74 Outperform | ¥248.57B | 12.14 | 14.00% | 5.13% | 3.27% | -1.81% | |
71 Outperform | ¥71.70B | 12.60 | 9.22% | 6.15% | 7.45% | 45.25% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
62 Neutral | ¥80.87B | 24.43 | 10.06% | 3.75% | 20.36% | 9.29% | |
43 Neutral | ¥172.83B | 13.27 | 7.26% | 4.16% | 14.69% | -114.36% | |
42 Neutral | ¥5.18B | -640.95 | ― | ― | 34.00% | 99.28% |
* Financial Sector Average
JP:4765
Morningstar Japan K.K.
586.00
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Morningstar Japan K.K. Corporate Events
SBI Global Asset Management to Buy Treasury Shares Created by Merger-Related Fractional Holdings
Dec 24, 2025
SBI Global Asset Management has resolved to purchase a small number of its own shares that arose as fractional shares following its absorption-type merger with SBI RHEOS HIFUMI Inc., which became effective on December 1, 2025. The company will acq...
SBI Global Asset Management Announces Extraordinary Shareholders Meeting
Oct 27, 2025
SBI Global Asset Management Co., Ltd. announced the convening of an extraordinary general meeting of shareholders on November 21, 2025, to discuss significant agenda items, including the approval of an absorption-type merger agreement with SBI RHE...
SBI Global Asset Management Reports Strong Financial Growth and Expansion
Oct 27, 2025
SBI Global Asset Management Co., Ltd. reported a significant increase in its consolidated financial results for the six months ending September 30, 2025, with net sales rising by 26.8% year-on-year. The company has expanded its scope by including ...
SBI Global Asset Management Enhances Shareholder Benefits for 2026
Oct 27, 2025
SBI Global Asset Management Co., Ltd. announced an enhancement to its shareholder benefit program for the fiscal year ending March 31, 2026. The program includes new benefits such as investment trust units and commemorative benefits in crypto asse...
SBI Global Asset Management Announces Increased Interim Dividends Amid Record Financial Performance
Oct 27, 2025
SBI Global Asset Management Co., Ltd. announced an increase in interim dividends, reflecting strong financial performance with record highs in net sales and profits for the fiscal year ending March 2026. The decision marks the seventh consecutive ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.