目指せ1億円⭐︎初心者株式投資 Bunnies Fund

Bunnies Fund の新人 クリスの勉強ノートです。

訪問介護DX化のeWell、財務良好で割安、有望か?

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eWell, which digitalizes home care services, has good finances and is reasonably priced. Is it promising?

 

2024/04/15

 

クリスのレポート

訪問看護のDX化を事業にしている会社。介護領域DXでトレンド。自己資本率71.0%、流動比率3.15、キャッシュフローは全体で+、FCFマージンは52%。年成長率が3年30%で続いた場合の利益率を算出し目標株価を算出したところ3000円と
なり、現在価格の1421円の2倍となる。

 

Chris's report

 A company engaged in the digital transformation (DX) of visiting nursing services, a trend in the care sector DX. The company has an equity ratio of 71.0%, a current ratio of 3.15, overall positive cash flow, and an FCF (Free Cash Flow) margin of 52%. If the annual growth rate continues at 30% for three years, the calculated profit margin leads to a target stock price of 3000 yen, which is double the current price of 1421 yen.

 

インサイト

介護施設DXを営んでいるエコナビスタの競合をBingで調べた。

 

Insight

I searched for competitors of Econavista, which operates in the care facility DX sector, using Bing.

 

ミナの判断

介護領域でトレンドの銘柄。高成長が続けば株価が倍まで成長する可能性があり、購入を検討しても良い。

 

Mina's judgment 

A trending stock in the care sector. If high growth continues, there is potential for the stock price to double, making it worth considering for purchase.

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