Nihon M&A Center (NHMAF) AI Stock Analysis

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Nihon M&A Center

(Other OTC:NHMAF)

Rating:―N/A

Action:N/A

Date:―

No summary available

Positive Factors

Strong ProfitabilityHigh and consistent margins indicate that Nihon M&A Center’s advisory model converts transaction activity into substantial operating and net earnings. This profitability provides internal funding for growth, supports resilience through deal-cycle variation, and reinforces the company’s ability to sustain returns.

Negative Factors

Margin CompressionAlthough margins remain robust, the decline from earlier peaks suggests that incremental revenue is not converting into profit at the same rate as before. If this moderation persists, it could constrain earnings growth, reduce operating leverage, and weaken the durability of historical returns.

Nihon M&A Center (NHMAF) vs. SPDR S&P 500 ETF (SPY)

Market Cap: $1.27B
Dividend Yield: 2.19%
Average Volume (3M): 73
Price to Earnings (P/E): 16.6
Beta (1Y): 0.47
Revenue Growth: -0.52%
EPS Growth: -6.33%
Country: US
Employees: 1,062
Sector: Financial
Sector Strength: 68
Industry: Financial - Capital Markets

Nihon M&A Center Business Overview & Revenue Model

Company Description

Nihon M&A Center Holdings Inc. specializes in providing comprehensive merger and acquisition (M&A) services, operating both within Japan and on an international scale. The company particularly aids small and medium-sized enterprises with critical M&A...

Nihon M&A Center Earnings Call Summary

Earnings Call Date:Oct 30, 2026(Q2-2026)|% Change Since:1.50%|Next Earnings Date:Jan 29, 2027

Earnings Call SentimentPositive

The call was predominantly positive, supported by double-digit sales growth, stronger ordinary profit, increased transaction volume and value, improved cost and SG&A ratios, progress toward full-year targets, and a sharp reduction in timing-delayed projects. The main challenges were declining new mandates and negotiations, elevated turnover, a higher referral and outsourcing expense ratio, and uncertainty around future dividend continuation. Management expressed confidence in recovering mandate numbers and delivering solid second-half results.

Positive Updates

Sales and Ordinary Profit Growth

Sales stood at JPY 22.5 billion, increasing 21.5% year-on-year. Ordinary profit was JPY 8.1 billion, up 43.1% year-on-year, resulting in an upward revision to the forecast for the first half.

Negative Updates

Decline in New Mandates and Negotiations

New sell-side mandates were 327, down 15.9% year-on-year. New buy-side mandates were 388, down 4%, and new transaction negotiations were 297, down 4.8%. The company attributed the declines to its focus on growing sales and closing transactions, as well as stricter screening of new mandate opportunities.

Company Guidance

The company said it is not waiting until the fourth quarter to acquire mandates, has launched a campaign to acquire at least 3 mandates starting from October, and is hoping to have a new mandate number recovery from the third quarter while creating pipelines for closures in the next fiscal year after. It is trying to achieve double-digit growth, with minimum must targets of at least 7% to even higher than 10% growth, and will try to exceed these targets. The dividend forecast remains JPY 29 per share for the current fiscal year, equivalent to a dividend payout ratio of 83.6%, with a policy of dividend payout ratio of 60% or more during the midterm management plan period; ROE is planned to be 22.9%. The company also said it would deliver solid results in the second half, while the amount of the project that experienced a time lag was JPY 150 million, compared with JPY 560 million in the second quarter last year.

Nihon M&A Center Peers Comparison

Overall Rating

UnderperformOutperform

Sector (68)

Financial Indicators

NHMAF against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:6196	87Outperform	JPY 102.20B	14.37	―	3.65%	33.29%	51.26%
JP:6080	83Outperform	JPY 145.96B	18.55	―	1.62%	26.03%	42.52%
JP:8609	72Outperform	JPY 235.14B	7.92	―	3.76%	35.90%	141.48%
Sector *	68Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
JP:8604	56Neutral	JPY 4.47T	10.93	11.08%	1.74%	11.75%	13.33%
JP:8698	52Neutral	JPY 149.54B	31.29	3.80%	5.16%	3.80%	―

* Financial Sector Average

Performance Comparison

NHMAF and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
NHMAF	Nihon M&A Center	4.06	-0.57	-12.35%
JP:8698	Monex Group	597.00	-104.74	-14.93%
JP:8604	Nomura Holdings	1552.50	495.18	46.83%
JP:6080	M&A Capital Partners Co. Ltd.	4590.00	1484.07	47.78%
JP:6196	Strike Co., Ltd.	1781.00	534.70	42.90%
JP:8609	Okasan Securities Group Inc.	1064.00	392.59	58.47%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Nihon M&A Center AI Stock Analysis