Loading stock…

Daiwa Securities Group Inc. (8601) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Daiwa Securities Group Inc.

8601Market cap $16BPrice $11.2

Country🇯🇵Japan

SectorFinancials

IndustryCapital Markets

Runs Japan's second-largest brokerage, connecting investors to stocks, bonds, and asset management services across Asia. Daiwa survived World War II, the 2008 crash, and decades of market swings—making it one of Tokyo's most enduring financial institutions since 1902.

In Bastion Portfolios?

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

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+12%8

Revenue Forecast

Rev CAGR (1y)+16%7

Rev CAGR (3y)+6%5

Rev CAGR (5y)+4%3

Earnings Forecast

EPS Growth Y+1na–

EPS Growth Y+2na–

EPS Growth Y+3+3%5

Quality

Margins

EBIT Margin0%5

Net Income Margin21%8

Free Cash Flow Margin39%10

Debt

Net Debt/EBITDAna–

Efficiency

ROE12%5

ROA1%2

Earnings Stability77

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)na–

P/E Ratio (Forward 3y)117

P/BV1.48

EV Multiples

EV/EBITDA Fwdna–

EV/EBIT Fwdna–

Yield

Free Cash Flow Yield0.0%8

Dividend Yieldna–

Momentum

Short term

1 month return-4%6

3 month return+2%7

YTD return+34%9

Mid term

Price vs 52wHigh95%9

1 year return+53%9

Long term

3 year return+137%8

5 year return+235%9

Risk Shield

Price Risk

Beta0.95

Volatility30%7

Free Cash Flow

Free Cash Flow Margin39%10

Free Cash Flow Yield0.0%8

Quality

ROCE5%2

Earnings Stability77

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

8601Daiwa Securities Group

Revenue FY26$5.5B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+12%8

Revenue, next 1Y+16%7

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+4%3

EARNINGS FORECAST▾SCORE

EPS growth, FY27Ena–

EPS growth, FY28Ena–

EPS growth, FY29E+3%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 12%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

WATCH

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Revenue grew 12%/yr over the last 3 years; forecasts see it cooling to 6%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

Over five years revenue is set to grow 4%/yr, behind 70% of companies worldwide.3/10

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 6%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: the five-year outlook is thin.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG87 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return+2%7

YTD return+34%9

MID & LONG-TERM▾SCORE

% of 52-week high95%9

1-year return+53%9

3-year return+137%8

5-year return+235%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +137% over three years and +235% over five, ahead of 80% of the market.

It's up 53% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+2%) and so far this year (+34%).

WATCH

Returns sit at the market level over the past month (-4%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Daiwa Securities Group 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

Loading charts…

02Growth

Is it actually growing, and how fast?

8601Daiwa Securities Group

Revenue FY26$5.5B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+12%8

Revenue, next 1Y+16%7

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+4%3

EARNINGS FORECAST▾SCORE

EPS growth, FY27Ena–

EPS growth, FY28Ena–

EPS growth, FY29E+3%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 12%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

WATCH

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Revenue grew 12%/yr over the last 3 years; forecasts see it cooling to 6%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

Over five years revenue is set to grow 4%/yr, behind 70% of companies worldwide.3/10

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 6%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: the five-year outlook is thin.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG87 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return+2%7

YTD return+34%9

MID & LONG-TERM▾SCORE

% of 52-week high95%9

1-year return+53%9

3-year return+137%8

5-year return+235%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +137% over three years and +235% over five, ahead of 80% of the market.

It's up 53% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+2%) and so far this year (+34%).

WATCH

Returns sit at the market level over the past month (-4%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Daiwa Securities Group 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