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Toyo Securities Co., Ltd. (JP:8614)
:8614
Japanese Market
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Toyo Securities Co., Ltd. (8614) AI Stock Analysis

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JP:8614

Toyo Securities Co., Ltd.

(8614)

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Neutral 59 (OpenAI - 5.2)
Rating:59Neutral
Price Target:
¥680.00
▲(5.26% Upside)
Action:Reiterated
Date:08/04/26
The score is held back primarily by weak and inconsistent cash-flow conversion and revenue volatility despite improved reported profitability. Valuation is a key positive, supported by a low P/E and strong dividend yield. Technical indicators are broadly neutral, providing only modest support.
Positive Factors
Improved profitability / high net margins
A sustained rebound to high reported net margins (~29% in 2026) indicates stronger pricing and cost control versus recent years. This level of profitability, if maintained, provides durable earnings power, supports reinvestment and capacity for dividends, and helps absorb market shocks.
Negative Factors
Weak and volatile cash generation
Negative operating and free cash flow in several years, including 2026 despite positive net income, shows poor earnings-to-cash conversion. This increases funding risk for dividends, underwriting commitments and working capital, and signals structural volatility in liquidity over months.
Read all positive and negative factors
Positive Factors
Negative Factors
Improved profitability / high net margins
A sustained rebound to high reported net margins (~29% in 2026) indicates stronger pricing and cost control versus recent years. This level of profitability, if maintained, provides durable earnings power, supports reinvestment and capacity for dividends, and helps absorb market shocks.
Read all positive factors

Toyo Securities Co., Ltd. (8614) vs. iShares MSCI Japan ETF (EWJ)

Toyo Securities Co., Ltd. Business Overview & Revenue Model

Company Description
Toyo Securities Co., Ltd. provides financial products brokerage services in Japan. The company offers asset management and investment advice; consultancy on capital policies; support for IR; and other services. It is also involved in the buying an...
How the Company Makes Money
Toyo Securities generates revenue primarily through securities business income tied to customer transactions and product distribution. Key revenue streams typically include: (1) brokerage commissions and fees earned when clients buy and sell secur...

Toyo Securities Co., Ltd. Financial Statement Overview

Summary
Profitability improved materially after the 2023 loss, with strong reported net margins by 2026, and leverage appears moderate. However, revenue is highly volatile and cash generation is a major weakness: operating cash flow and free cash flow are negative in multiple years, including 2026 despite strong net income, raising concerns about earnings quality and consistency.
Income Statement
62
Positive
Balance Sheet
66
Positive
Cash Flow
38
Negative
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue16.67B14.98B11.29B12.02B8.34B10.86B
Gross Profit15.57B14.01B10.99B11.79B8.14B10.77B
EBITDA6.11B4.99B912.00M1.29B-1.69B568.00M
Net Income5.09B3.94B2.65B1.30B-2.96B875.00M
Balance Sheet
Total Assets79.35B71.86B69.39B80.75B66.12B80.37B
Cash, Cash Equivalents and Short-Term Investments23.50B22.72B22.46B25.75B24.17B29.33B
Total Debt12.38B14.66B11.36B10.01B10.26B15.76B
Total Liabilities50.79B41.31B39.26B41.35B31.99B41.94B
Stockholders Equity28.56B30.64B30.12B39.40B34.20B38.44B
Cash Flow
Free Cash Flow0.00-4.18B518.00M2.95B-2.89B-6.73B
Operating Cash Flow0.00-3.77B853.00M3.49B-2.58B-4.07B
Investing Cash Flow0.002.18B2.29B1.51B78.00M70.00M
Financing Cash Flow0.00-2.11B-5.46B-2.10B-4.65B-495.00M

Toyo Securities Co., Ltd. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price646.00
Price Trends
50DMA
635.82
Positive
100DMA
649.18
Positive
200DMA
632.58
Positive
Market Momentum
MACD
8.29
Positive
RSI
56.70
Neutral
STOCH
74.54
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:8614, the sentiment is Positive. The current price of 646 is below the 20-day moving average (MA) of 665.30, above the 50-day MA of 635.82, and above the 200-day MA of 632.58, indicating a bullish trend. The MACD of 8.29 indicates Positive momentum. The RSI at 56.70 is Neutral, neither overbought nor oversold. The STOCH value of 74.54 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:8614.

Toyo Securities Co., Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
¥81.08B15.9710.18%6.15%18.06%17.31%
77
Outperform
¥101.12B8.645.75%38.76%64.54%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
67
Neutral
¥246.41B7.994.01%38.46%176.98%
66
Neutral
¥276.08B15.1019.66%5.13%43.71%73.74%
62
Neutral
¥52.78B14.394.36%18.11%47.75%
59
Neutral
¥47.09B9.124.86%21.70%93.38%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:8614
Toyo Securities Co., Ltd.
671.00
186.86
38.60%
JP:8628
Matsui Securities Co
1,074.00
359.38
50.29%
JP:8613
Marusan Securities Co., Ltd.
1,219.00
339.34
38.58%
JP:8609
Okasan Securities Group Inc.
1,115.00
492.69
79.17%
JP:8707
IwaiCosmo Holdings, Inc.
4,305.00
1,947.14
82.58%
JP:8708
AIZAWA SECURITIES GROUP CO. LTD.
1,699.00
453.73
36.44%

Toyo Securities Co., Ltd. Corporate Events

Toyo Securities Delivers Profit Surge but Keeps Guidance Cautious as Equity Ratio Falls
Jul 30, 2026
Toyo Securities Co., Ltd., a Tokyo Stock Exchange-listed securities company, focuses on securities-related businesses whose earnings are significantly swayed by Japan’s economic and market environment. Its reliance on trading and investment ...
Toyo Securities Posts Surge in Preliminary Q1 Profits on Higher Equity Commissions
Jul 15, 2026
Toyo Securities Co., Ltd. reported preliminary consolidated results for the three months ended June 30, 2026, showing a sharp improvement in profitability and revenue under Japanese GAAP. Operating revenue rose 56.1% year on year to ¥4,398 mi...
Toyo Securities Confirms ¥50 Year-End Dividend, Reaffirms High Payout Policy
May 15, 2026
Toyo Securities has approved a year-end dividend of ¥50 per share for the fiscal year ended March 31, 2026, matching both its prior forecast and the previous fiscal year’s payout, with a total distribution of ¥3,509 million funded ...
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.Date of analysis: Aug 04, 2026