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Kiyohara-style Net Cash Ratio

Source: Reproduces the metric from Tatsuo Kiyohara, My Investment Method (2024)

The core metric from "My Investment Method" (2024), an unusual bestseller for an investing book in Japan. Net cash = current assets + investment securities x 70% - total liabilities (valuing investment securities at 70% to account for tax, the distinctive part of this definition). A ratio of 1.0+ means "you'd get change back after buying the whole company." Also reproduces the author's operating criteria of market cap under ¥50bn and PER under 10x. The definition differs from this tool's default net cash ratio, so it's worth comparing which names each one surfaces.

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Data comes from annual securities reports disclosed on EDINET (Japan FSA). Price-related values are as of each company's fiscal year-end (back-calculated from the disclosed trailing PER), not live quotes. Coverage: all TSE-listed companies, with names added progressively.

About the metrics used here

Kiyohara-style Net Cash Ratio

Kiyohara-style net cash divided by market cap. 1.0+ is considered the level at which "you'd get change back after buying the whole company." (Source: Tatsuo Kiyohara, My Investment Method (2024))

Market Cap (as of Fiscal Year-End)

Back-calculated from EDINET's own disclosed trailing PER x net income (per x net_income; since eps = net_income / shares, the shares term cancels out). Note this is the value as of fiscal year-end, not the current market price. (Source: This tool's core design)

PER (Price-to-Earnings Ratio, Trailing)

Market cap divided by net income — how many years of earnings are priced into the stock. The PER used here is the trailing figure disclosed on EDINET (as of fiscal year-end), not the forward, estimate-based PER that brokers publish. In years when net income swings on extraordinary gains or losses the ratio goes to extremes, so it should be read alongside loss-year counts and the operating income trend. (Source: This tool's core design (uses the trailing PER disclosed on EDINET))

Metrics we deliberately left out

Kiyohara-style Net Cash

Current assets + investment securities x 70% - total liabilities. Distinctively values investment securities at 70% to account for tax, unlike this tool's default net cash (which values them at 100% and subtracts only interest-bearing debt). (Source: Tatsuo Kiyohara, My Investment Method (2024))

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