Univa Oak HoldingsTSE:3113 -1.30%49 WACC % is 1.89% as of Jul. 04, 2026, which is 65% below its 10-year median of 5.47. GuruFocus rates TSE:3113 with a GF Score™ of 49/100 and a GF Value™ of 円58.53 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 1,650 Asset Management companies, Univa Oak Holdings ranks better than 94.91% on this metric.
As of today (2026-07-04), Univa Oak Holdings's weighted average cost of capital is 1.89%%. Univa Oak Holdings's ROIC % is -17.22% (calculated using TTM income statement data).
Univa Oak Holdings earns returns that do not match up to its cost of capital. It will destroy value as it grows.
For a comprehensive WACC calculation, please access the WACC Calculator.
Univa Oak Holdings (TSE:3113) WACC % Explanation
Because it costs money to raise capital. A firm that generates higher ROIC % than it costs the company to raise the capital needed for that investment is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases, whereas a firm that earns returns that do not match up to its cost of capital will destroy value as it grows.
As of today, Univa Oak Holdings's weighted average cost of capital is 1.89%%. Univa Oak Holdings's ROIC % is -17.22% (calculated using TTM income statement data).
Univa Oak Holdings earns returns that do not match up to its cost of capital. It will destroy value as it grows.
Be Aware
1. GuruFocus uses book value of debt (D) to do the calculation. It is simplified by adding latest one-year semi-annual average Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation together.
For companies that report quarterly, GuruFocus combines all of the most recent year's quarterly debt data from the beginning of the year to the year-end and calculates the average.
For companies that report semi-annually, GuruFocus combines all of the most recent year's semi-annual debt data from the start of the year to the year-end and calculates the average.
For companies that report annually, GuruFocus combines the beginning and ending annual debt data from the most recent year and then calculates the average.
2. The WACC formula discussed above does not include Preferred Stock. Please adjust if preferred stock is considered.
3. (Expected Return of the Market - Risk-Free Rate of Return) is also called market premium. GuruFocus requires market premium to be 6%.
4. GuruFocus uses the latest TTM Interest Expense divided by the latest one-year semi-annual average debt to get the simplified cost of debt.
Related Terms
Univa Oak Holdings WACC % Historical Data
* Premium members only.
The historical data trend for Univa Oak Holdings's WACC % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Asset Management subindustry, Univa Oak Holdings's WACC %, along with its competitors' market caps and WACC % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Univa Oak Holdings WACC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Univa Oak Holdings's WACC % distribution charts can be found below:
* The bar in red indicates where Univa Oak Holdings's WACC % falls into.
The weighted average cost of capital (WACC) is the rate that a company is expected to pay on average to all its security holders to finance its assets. The WACC is commonly referred to as the firm's cost of capital. Generally speaking, a company's assets are financed by debt and equity. WACC is the average of the costs of these sources of financing, each of which is weighted by its respective use in the given situation. By taking a weighted average, we can see how much interest the company has to pay for every dollar it finances.
WACC
=
E
/
(E + D)
*
Cost of Equity
+
D
/
(E + D)
*
Cost of Debt
*
(1 - Tax Rate)
1. Weights:
Generally speaking, a company's assets are financed by debt and equity. We need to calculate the weight of equity and the weight of debt.
The market value of equity (E) is also called "Market Cap". As of today, Univa Oak Holdings's market capitalization (E) is 円7085.900 Mil.
The market value of debt is typically difficult to calculate, therefore, GuruFocus uses book value of debt (D) to do the calculation. It is simplified by adding the latest one-year semi-annual average Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation together. As of Mar. 2026, Univa Oak Holdings's latest one-year semi-annual average Book Value of Debt (D) is 円2259.415 Mil.
a) weight of equity = E / (E + D) = 7085.900 / (7085.900 + 2259.415) = 0.7582
b) weight of debt = D / (E + D) = 2259.415 / (7085.900 + 2259.415) = 0.2418
2. Cost of Equity:
GuruFocus uses Capital Asset Pricing Model (CAPM) to calculate the required rate of return. The formula is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)
a) GuruFocus uses 10-Year Treasury Constant Maturity Rate as the risk-free rate. It is updated daily. The current risk-free rate is 2.65%. Please go to Economic Indicators page for more information. Please note that we use the 10-Year Treasury Constant Maturity Rate of the country/region where the company is headquartered. If the data for that country/region is not available, then we will use the 10-Year Treasury Constant Maturity Rate of the United States as default.
b) Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. Univa Oak Holdings's beta is -0.2275.
c) (Expected Return of the Market - Risk-Free Rate of Return) is also called market premium. GuruFocus requires market premium to be 6%.
Cost of Equity = 2.65% + -0.2275 * 6% = 1.285%
3. Cost of Debt:
GuruFocus uses latest TTM Interest Expense divided by the latest one-year semi-annual average debt to get the simplified cost of debt.
As of Mar. 2026, Univa Oak Holdings's interest expense (positive number) was 円85.547 Mil. Its total Book Value of Debt (D) is 円2259.415 Mil.
Cost of Debt = 85.547 / 2259.415 = 3.7862%.
4. Multiply by one minus TTM Tax Rate:
GuruFocus uses the most recent TTM Tax Expense divided by the most recent TTM Pre-Tax Income to calculate the tax rate. The calculated TTM tax rate is limited to between 0% and 100%. If the calculated tax rate is higher than 100%, it is set to 100%. If the calculated tax rate is less than 0%, it is set to 0%.
The latest calculated TTM Tax Rate = 10.831 / -583.78 = -1.86%, which is less than 0%. Therefore it's set to 0%.
Univa Oak Holdings's Weighted Average Cost Of Capital (WACC) for Today is calculated as:
WACC
=
E / (E + D)
*
Cost of Equity
+
D / (E + D)
*
Cost of Debt
*
(1 - Tax Rate)
=
0.7582
*
1.285%
+
0.2418
*
3.7862%
*
(1 - 0%)
=
1.89%
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Univa Oak Holdings (TSE:3113) has a WACC % of 1.89% as of Jul. 04, 2026. The weighted average cost of capital (WACC) is the average rate a company pays to finance assets. View historical data on Univa Oak Holdings and its competitors. This is 65% below median its historical median of 5.47. According to the industry distribution chart, Univa Oak Holdings ranks #84 out of 1650 companies in the Asset Management industry, placing it in the top 5.1%.
Is Univa Oak Holdings' WACC % too high?
Univa Oak Holdings' current WACC % of 1.89% is 65% below median its 10-year median of 5.47. The Asset Management industry median WACC % is 5.69. Univa Oak Holdings' value of 1.89% is 66.8% below this industry median. Based on the distribution chart, Univa Oak Holdings ranks #84 out of 1650 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Univa Oak Holdings has a GF Score™ of 49/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Univa Oak Holdings' WACC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Univa Oak Holdings ranks #84 out of 1650 companies for WACC %. This places Univa Oak Holdings in the top 5% of its industry — outperforming the majority of peers. The industry median WACC % is 5.69. Univa Oak Holdings' value of 1.89% is 66.8% below this benchmark. While the company's 10-year median is 5.47 vs. the industry median of 5.69, Univa Oak Holdings has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good WACC % for an Asset Management company?
The median WACC % among Asset Management companies is 5.69, based on 1,650 companies in the industry. Companies in the top quartile (top 25%) have a WACC % significantly above this median, while those in the bottom quartile fall well below. However, WACC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Univa Oak Holdings's current WACC % of 1.89% is 66.8% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high WACC % mean?
A high WACC % can signal that a stock is expensive relative to its fundamentals. The weighted average cost of capital (WACC) is the average rate a company pays to finance assets. View historical data on Univa Oak Holdings and its competitors. For the Asset Management industry, the median WACC % is 5.69 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Univa Oak Holdings's current WACC % is 1.89%, which is 65% below median its own 10-year median of 5.47. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Univa Oak Holdings stock overvalued right now?
Based on GuruFocus' analysis, Univa Oak Holdings (TSE:3113) is currently considered Modestly Overvalued. The stock's GF Value™ is 円58.53, compared to a current price of 円76.00 — trading 29.8% above its estimated fair value. The current WACC % is 1.89%, which is 65% below median its 10-year median of 5.47 and 66.8% below the Asset Management industry median of 5.69. Univa Oak Holdings' overall GF Score™ is 49/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is WACC % calculated?
WACC % is calculated from a company's financial statements. For Univa Oak Holdings (TSE:3113), the current WACC % is 1.89% as of Jul. 04, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Univa Oak Holdings (TSE:3113) Overvalued in 2026?
Based on GuruFocus' analysis, Univa Oak Holdings stock appears to be overvalued.
The current stock price of 円76.00 is trading 29.8% above its estimated GF Value™ of 円58.53.
GuruFocus considers Univa Oak Holdings to be Modestly Overvalued.
Key valuation signals for TSE:3113:
WACC %: 1.89% (65% below median its 10-year median of 5.47)
GF Value™: 円58.53 vs. price of 円76.00 (29.8% above fair value)
Industry Position: 66.8% below the Asset Management median (#84 of 1650)
No single metric tells the full story. See the TSE:3113 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Univa Oak Holdings Ltd formerly Oak Capital Corp is a Japan-based company engaged in the investment banking business. The company operates through three business investment bank, business investment and brand investment. Its investment bank business is involved in the investments in the area of merger and acquisition and initial public offerings and other companies. It also invests in various projects through business investment. The company's brand investment business comprises of investments in branded power companies to improve corporate value.
49GF Score
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