Maruwa Co., Ltd. (MAW.L)
ValueMarkers Composite Index
151% above intrinsic value ($171)
Maruwa Co., Ltd. (MAW.L) — VMCI valuation read
Headline read on MAW.L: VMCI of 62/100 versus a Technology sector median of 50. The 12-point above-median position is what makes Maruwa Co., Ltd. a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on MAW.L: 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 MAW.L: value (MAW.L trades at 27.0x earnings, 50% above the Technology median of 18.0x), quality (ROIC of 15.0% sits 5.0pp above the Technology median (10.0%)), and risk (net debt to EBITDA of 2.2x is the rate-sensitivity line to watch). The value read also implies an EV/EBITDA gap of +4.0x against the Technology 12.0x baseline.
MAW.L rose 3.0% over the trailing 7 days, with a +0.2% read on a 30-day basis.
Maruwa Co., Ltd. produces and sells ceramics and electronic parts in Japan. The company offers ceramics, including ceramic substrates and fillers, metalized/multilayer ceramic substrates, and pressed ceramic products, as well as ceramic hermetic seals and SiC components; and electronic components/devices, such as antennas, EMC and RF components, inductors, and capacitors. It also provides quartz glass products; and LED lighting products comprising LED modules and components. The company offers its products for use in mobile and network, LED, automotive electronics, RF, power electronics, IT and consumer electronics, semiconductor equipment, medical, power electronics, 5G, and TIM and TPH applications, as well as insulation parts. The company was formerly known as Maruwa Ceramic Co., Ltd. and changed its name to Maruwa Co., Ltd. in 1999. Maruwa Co., Ltd. was incorporated in 1973 and is headquartered in Owariasahi, Japan.
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