Mebuki stock: Simply Wall St sees Mebuki stock 40 percent undervalued

Published on 10/24/2026 at 04:47 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

The valuation model used 11.29 percent return on equity on October 19, 2026. Mebuki stock has its next report on November 11, 2026.

Capital returns shape valuation

A Simply Wall St analysis dated October 19, 2026, described Mebuki as 40 percent undervalued.
For the quarter ended June 30, 2026, revenue reached JPY 137.9 billion and earnings per share reached JPY 36.76 versus JPY 29.40 expected.
Mebuki's next quarterly report is scheduled for November 11, 2026.

Mebuki, JP3117700009, Illustration mit AI erstellt.

Mebuki (ISIN JP3117700009) became a valuation story after a Simply Wall St analysis dated October 19, 2026, described the banking group as 40 percent undervalued on an excess-returns model. The analysis put return on equity at 11.29 percent and said the key question is whether the bank can sustain its returns on capital.

Valuation rests on capital returns

According to Yahoo Finance on October 19, 2026, the analysis used a five-year gain of about seven times as a starting point, then tested whether earnings and capital efficiency justified that record. Its model also used book value of JPY 1,187.78 per share and stable earnings per share of JPY 146.25, both based on forward analyst expectations.

The same analysis assigned an implied cost of equity of JPY 77.63 per share and excess returns of JPY 68.62 per share. Those figures make capital allocation, loan quality, funding mix and fee income the main variables in the valuation discussion.

What do the latest results show?

For the quarter ended June 30, 2026, Mebuki reported revenue of JPY 137.9 billion and earnings per share of JPY 36.76 against an estimate of JPY 29.40, according to TickerLandia. The earnings figure exceeded that estimate by 25.03 percent, while revenue was above the JPY 55.00 billion estimate listed for the quarter.

TickerLandia also listed net income of JPY 34.5 billion and a 30.5 percent net margin for the latest quarter. The combination of earnings growth and the return-on-equity assumption explains why the valuation model places more weight on balance-sheet deployment than on a single quarterly result.

The next reporting date is set

TickerLandia lists November 11, 2026, as Mebuki's next quarterly reporting date. That report should provide the next dated test of whether the June-quarter earnings profile and the capital-return assumptions remain intact.

Capital returns remain central

Mebuki's valuation debate now turns on the durability of its earnings and the quality of its balance-sheet growth. The October analysis offers a quantified case, while the June-quarter figures provide the operating benchmark for the next update. The further course of trading is shown by the continuously updated real-time quote of Mebuki stock.