SAN Holdings, Inc. (9628.T)
ValueMarkers Composite Index
75% below intrinsic value ($38)
SAN Holdings, Inc. (9628.T) — VMCI valuation read
Headline read on 9628.T: VMCI of 68/100 versus a Consumer Cyclical sector median of 50. The 18-point above-median position is what makes SAN Holdings, Inc. a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on 9628.T: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.
**Investor frame.** Three reads on 9628.T: value (9628.T trades at 19.0x earnings, 6% above the Consumer Cyclical median of 18.0x), quality (ROIC of 11.0% sits 1.0pp above the Consumer Cyclical median (10.0%)), and risk (net debt to EBITDA of 0.6x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Consumer Cyclical 12.0x baseline.
9628.T fell 1.1% over the trailing 7 days, with a +5.3% read on a 30-day basis.
SAN Holdings, Inc. provides funeral services in Japan. It operates a network of approximately 70 funeral halls. The company was founded in 1932 and is headquartered in Tokyo, Japan.
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