Maruwa

The price is expensive. You pay 741.5× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 58% yearly growth; analysts expect 22%. The market is pricing in far more than analysts expect: heroic expectations.

The trajectory is moderate and the balance sheet is uncertain. The company scores 13/20 on our value-creation score: creating some value.

What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.