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SPARX Group Co., Ltd. (8739.T)

JPY2,352.00 +51.00 (+2.22%)
JP JPX Financial Services Asset Management
Address Shinagawa Season Terrace 108-0075
Tokyo, JP
CEO Shuhei Abe
IPO 2001-12-04
ISIN JP3399900004

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Also trades on Other OTC · SRXXF (USD) Tokyo Stock Exchange · 8739.T (JPY)
Description

SPARX Group Co., Ltd., established in Tokyo, Japan on July 1, 1989, operates as a publicly listed holding company specializing in asset management. Via its various subsidiaries, the company delivers both asset management and strategic investment advisory services. Its investment focus spans a diverse range of sectors, including real estate, cutting-edge intelligent technologies like artificial intelligence, robotics, innovations for a hydrogen-powered future, electrification, and novel materials. Furthermore, SPARX Group actively backs companies developing solutions aimed at fostering carbon neutrality. Its clientele primarily consists of institutional investors such as corporate and public pension funds, government bodies, and private and trust banks.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
JPY2,352.00 +51.00 (+2.22%)
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Volume Profile
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Liquidity & share structure
Average Volume
98.0K
Beta
0.76
Float Shares
16.19M
Free Float %
41.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.47% +4.99% +8.35% +5.82% +41.52% +32.19% +39.84% +50.96% +56.97% +98.79% +278.13%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
2,352.00
DCF (Unlevered) 3,505.26 +49.0%
DCF (Levered) 3,278.44 +39.4%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM)
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
4.63
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
8 / 10
Strong MOAT
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers ★ Strong MOAT
  • Revenue growth Asset Management: +17.4%
    +14.5% Q1'26: +21.7% (vs Q1'25)
  • EPS growth Asset Management: +22.7%
    +22.1% Q1'26: -0.8% (vs Q1'25)
  • FCF margin FCF growth · Asset Management: +27.7%
    +27.9% Q1'26: +0.0% (vs Q1'25)
  • EBIT margin Asset Management: +50.6%
    +47.3% Q1'26: +49.7% (vs Q1'25)
  • ROIC Asset Management: +6.5%
    +21.8% Q1'26: +26.0% (vs Q1'25)
  • Share dilution Asset Management: +0.0%
    -0.5% Q1'26: -0.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    1.00× Q1'26: 0.80× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.74) × ERP
WACC = 89% × Ke + 11% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 4,789.30 Current price: 2,352.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-05-01 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-04-30 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-04-28 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-04-27 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-04-24 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-04-23 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-22 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-04-21 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-20 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-17 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-16 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
230.76M
OE per share TTM
5.81
Owner's Yield
0.30%
Maintenance CapEx ratio
1.35%
Maint CapEx / Avg PPE
9.6%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 35 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 WisdomTree Japan SmallCap Dividend Fund DFJ 0.08% 304.6K 0.58%
2 WisdomTree Japan Hedged Equity Fund DXJ 0.03% 2.41M 0.48%
3 WisdomTree Japan Equity UCITS ETF - GBP Hedged DXJP.L 0.03% 288.9K 0.45%
4 WisdomTree Japan Equity UCITS ETF - USD Hedged Acc DXJA.L 0.03% 216.0K 0.48%
5 WisdomTree Japan Equity UCITS ETF - USD Acc DXJZ.L 0.03% 216.0K 0.40%
6 WisdomTree Japan Equity UCITS ETF - EUR Hedged Acc DXJF.MI 0.03% 246.1K 0.45%
7 WisdomTree Japan Equity UCITS ETF DXJ.L 0.03% 216.0K 0.48%
8 WisdomTree Japan Equity UCITS ETF - CHF Hedged Acc DXJD.SW 0.03% 266.7K 0.45%
9 Avantis International Small Cap Equity ETF AVDS 0.01% 39.2K 0.30%
10 Schwab International Small-Cap Equity ETF SCHC 0.01% 554.6K 0.06%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
52.33M
Shares Outstanding
39.52M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Hidehide Taniwaki Group Executive Officer male
Hiroshi Minematsu Director, Group Senior Executive Officer & Group Chief Financial Officer male
Masatoshi Fukami Group Executive Officer male
Shuhei Abe Representative Director, President, Group CEO & Group CIO male
Takaki Deji Group Executive Officer male
Takeshi Suzuki Group Executive Officer male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits