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SBI Holdings, Inc. (8473) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

SBI Holdings, Inc.

8473Market cap $12BPrice $18.8

Country🇯🇵Japan

SectorFinancials

IndustryCapital Markets

SBI Holdings runs Japan's largest online brokerage empire, spanning securities trading, banking, insurance, and crypto exchanges under one roof. It's basically the financial supermarket that helped kill Japan's stock trading commissions entirely.

In Bastion Portfolios?

52W Return-11%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+17%8

Revenue Forecast

Rev CAGR (1y)-13%1

Rev CAGR (3y)-4%1

Rev CAGR (5y)+1%1

Earnings Forecast

EPS Growth Y+1+97%10

EPS Growth Y+2-60%1

EPS Growth Y+3+20%8

Quality

Margins

EBIT Margin46%10

Net Income Margin24%8

Free Cash Flow Margin45%10

Debt

Net Debt/EBITDA0.27

Efficiency

ROE31%9

ROA1%3

Earnings Stability55

GEAR+AVERAGE60

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)310

P/E Ratio (Forward 3y)510

P/BV1.19

EV Multiples

EV/EBITDA Fwd010

EV/EBIT Fwd010

Yield

Free Cash Flow Yield0.0%10

Dividend Yieldna–

Momentum

Short term

1 month return-8%3

3 month return+13%9

YTD return-7%4

Mid term

Price vs 52wHigh80%5

1 year return-11%3

Long term

3 year return+118%8

5 year return+177%9

Risk Shield

Price Risk

Beta1.13

Volatility42%4

Free Cash Flow

Free Cash Flow Margin45%10

Free Cash Flow Yield0.0%10

Quality

ROCE3%3

Earnings Stability55

Net Debt/EBITDA0.27

02Growth

Is it actually growing, and how fast?

8473SBI Holdings

Revenue FY26$11.9B

GROWTH RATING↗

VERY WEAK9 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+17%8

Revenue, next 1Y-13%1

Revenue, next 3Y, CAGR-4%1

Revenue, next 5Y, CAGR+1%1

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+97%10

EPS growth, FY28E-60%1

EPS growth, FY29E+20%8

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 17%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

WATCH

Earnings are set to grow faster than sales (EPS about 20%/yr vs revenue -4%/yr), so margins should widen. One year dips: EPS falls 60% in year 2.

WEAKNESSES

Growth is the weak spot here, trailing 91% of companies worldwide.

Revenue is set to shrink 4%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 17%/yr over the last 3 years, but it is set to shrink 4%/yr from here.

Over five years revenue is set to grow 0.6%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE62 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return+13%9

YTD return-7%4

MID & LONG-TERM▾SCORE

% of 52-week high80%5

1-year return-11%3

3-year return+118%8

5-year return+177%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +118% over three years and +177% over five, ahead of 80% of the market.

Strong recent results. The stock is outperforming over three months (+13%).

WATCH

It's down 11% over the past year, now 20% below its 52-week high. That is a touch behind the market.

Returns sit at the market level so far this year (-7%).

WEAKNESSES

The stock is underperforming over the past month (-8%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on SBI Holdings, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

8473SBI Holdings

Revenue FY26$11.9B

GROWTH RATING↗

VERY WEAK9 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+17%8

Revenue, next 1Y-13%1

Revenue, next 3Y, CAGR-4%1

Revenue, next 5Y, CAGR+1%1

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+97%10

EPS growth, FY28E-60%1

EPS growth, FY29E+20%8

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 17%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

WATCH

Earnings are set to grow faster than sales (EPS about 20%/yr vs revenue -4%/yr), so margins should widen. One year dips: EPS falls 60% in year 2.

WEAKNESSES

Growth is the weak spot here, trailing 91% of companies worldwide.

Revenue is set to shrink 4%/yr over the next 3 years, behind most of the market.1/10

Revenue grew 17%/yr over the last 3 years, but it is set to shrink 4%/yr from here.

Over five years revenue is set to grow 0.6%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business heading into decline. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE62 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return+13%9

YTD return-7%4

MID & LONG-TERM▾SCORE

% of 52-week high80%5

1-year return-11%3

3-year return+118%8

5-year return+177%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +118% over three years and +177% over five, ahead of 80% of the market.

Strong recent results. The stock is outperforming over three months (+13%).

WATCH

It's down 11% over the past year, now 20% below its 52-week high. That is a touch behind the market.

Returns sit at the market level so far this year (-7%).

WEAKNESSES

The stock is underperforming over the past month (-8%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on SBI Holdings, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community