NEW ART HOLDINGS Co., Ltd. (7638.T)

NEW ART HOLDINGS Co., Ltd. (7638.T) — VMCI valuation read

NEW ART HOLDINGS Co., Ltd. sits at VMCI 49/100, with the Consumer Cyclical sector median at 50. That 2-point spread is the first thing to note on 7638.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 7638.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 7638.T: 7638.T trades at 20.0x earnings, 11% above the Consumer Cyclical median of 18.0x, with EV/EBITDA at 13.0x against 12.0x. The Quality read: ROIC of 12.0% sits 2.0pp above the Consumer Cyclical median (10.0%). The Risk read: net debt to EBITDA of -1.6x leaves covenant headroom, anchoring the bear scenario on a measurable balance-sheet metric.

7638.T rose 1.1% over the trailing 7 days, with a +0.2% read on a 30-day basis.