Obermatt

BayCurrent Consulting

TYO:6532 · JP3835250006
Professional ServicesLarge

360

88
EV / EBIT47
Price / Owner Earnings29
Owner Earnings Yield53
Dividend Yield89
Price/Sales15
EV / Gross Profit16
Price/Book5
Return on Capital99
Cash Return on Capital100
Return on Equity87
EBIT Margin99
Gross Profitability97
Cash Conversion4
Accruals15
Owner Earnings Margin97
Sales growth91
Profit Growth51
Long-Term EPS Growth100
Owner Earnings Growth60
Reinvestment1
Price momentum48
Debt load74
Refinancing61
Debt Payback100
Liquidity100
Analyst ratings72
Opinion Changes50
Price Target Upside51
Market mood81
Value Creation20/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

BayCurrent Consulting generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryJapan
IndustryProfessional Services
SizeLarge
TypePublic Company
ExchangeTSE
Founded2014
Employees645
ISINJP3835250006
Last UpdateApr 2, 2026
Themes
Artificial IntelligenceCloud InfrastructureMachine LearningPredictive AnalyticsDevSecOpsManufacturingService Industry

Description

Analysis

Quality compounder

Baycurrent, Inc. earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is fair. The owner-earnings multiple stands at 20.4×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 7% a year, against analyst forecasts of 27%. The price, in other words, assumes less than the experts do.

Growth is solid; the safety picture is sturdy. The company scores 20/20 on our value-creation score: strong value creator.

Flags to be aware of: Some accounting patterns deserve a closer look. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
94
2023202420252026

All-time high

100

Mar 2026

All-time low

41

Jan 2023

Average rank

73

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
15
1
1
7
Price/Earnings
40
13
19
24
Price/Book
5
3
5
7
Dividend Yield
89
17
23
18
Value (overall)
42
1
5
9

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →