Added to YB: 2025-04-16
Pitch date: 2025-04-14
3963.T [bullish]
Synchro Food Co., Ltd.
+24.73%
current return
Author Info
The Long Happy shares their musing on markets. Ex-buyside, ex-sellside, ex-startup with a penchant for getting value trapped. Visit their website.
Company Info
Synchro Food Co., Ltd. operates various media platforms for the food and beverage industry. Its platforms include Ryokuten.
Market Cap
JPY 17.5B
Pitch Price
JPY 566.00
Price Target
N/A
Dividend
2.48%
EV/EBITDA
10.28
P/E
21.93
EV/Sales
3.19
Sector
Interactive Media and Services
Category
growth
Synchro Food Co., Ltd. - $3963.T
3963.T: Synchro Food (founded 2003) provides tools for restaurant operators, with 311k+ restaurants & 351k+ jobseekers. 15% annual rev growth, high 20s EBIT margins, 5% OCF yield. Media Platform (11.4% national job posting share, 33.8% in Tokyo) + small M&A Brokerage. Trades 12x 2024 EBITDA, 30% mkt cap in cash, 2.5% div yield. Activists own 39%: AVI (10%), LIM (12%).
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