Members Co., Ltd. (2130.T)

Members Co., Ltd. (2130.T) — VMCI valuation read

2130.T screens at VMCI 63/100, a 13-point gap above the Communication Services sector median (50). For a mid-cap Members Co., Ltd. share, that placement says the multi-pillar composite is cheaper or higher quality than the typical peer on a like-for-like basis.

2130.T has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.

**Investor frame.** Value: 2130.T trades at 20.0x earnings, 11% above the Communication Services median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Communication Services group. Quality: ROIC of 16.0% sits 6.0pp above the Communication Services median (10.0%), the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of 2.4x is the rate-sensitivity line to watch, which sets the rate-cycle exposure for Members Co., Ltd..

2130.T rose 0.3% over the trailing 7 days, with a -12.1% read on a 30-day basis.