Balnibarbi Co.,Ltd. (3418.T)

Balnibarbi Co.,Ltd. (3418.T) — VMCI valuation read

Balnibarbi Co.,Ltd. sits at VMCI 38/100, with the Consumer Cyclical sector median at 50. That 12-point spread is the first thing to note on 3418.T: it tells the reader the composite is unfavorable before any single ratio is examined, and the mid-cap tier sets the comparison set.

Form 4 disclosures on 3418.T are blank for the trailing 30 days. With the insider channel offline, the EV/EBITDA delta, free-cash-flow trajectory, and the next earnings print do the talking.

**Investor frame.** The Value read on 3418.T: 3418.T trades at 18.0x earnings, 0% above the Consumer Cyclical median of 18.0x, with EV/EBITDA at 13.0x against 12.0x. The Quality read: ROIC of 8.0% trails the Consumer Cyclical median (10.0%) by 2.0pp. The Risk read: net debt to EBITDA of 3.2x is the binding constraint on the bear case, anchoring the bear scenario on a measurable balance-sheet metric.

3418.T rose 3.0% over the trailing 7 days, with a -15.1% read on a 30-day basis.