Professional
Added to YB: 2025-06-20
Pitch date: 2025-03-31
6947.T [neutral]
Zuken Inc.
-1.87%
current return
Author Info
No bio for this author
Company Info
Zuken Inc., a software company, provides advanced design solutions for the creation and management of printed circuit board (PCB) designs, electrical and fluid systems, and 3D cabinet and wire harness layouts in Japan, Asia, the United States, and Europe.
Market Cap
JPY 117.4B
Pitch Price
JPY 4.7K
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.18
P/E
22.91
EV/Sales
2.02
Sector
IT Services
Category
growth
Spheria Global Opportunities Fund Portfolio Holding: Zuken Inc.
6947.T (holding update): Leading PCB design software with 80% Japan market share, 20% international. Trading at just 10.5x FY26 EBIT vs competitor Altium's 80x acquisition multiple. Rev +10% in FY25, strong FCF, Y5b returned to shareholders, Y34b cash (30% of mkt cap). Exposed to EV/ADAS, electronics & automation growth.