Added to YB: 2025-08-05
Pitch date: 2025-08-02
9467.T [bullish]
AlphaPolis Co., Ltd.
+12.21%
current return
Author Info
No bio for this author
Company Info
AlphaPolis Co., Ltd. engages in Internet site management and books publishing businesses in Japan. The company publishes light novels, cartoons, and paperbacks, as well as other books comprising general novels and translation publications of overseas books.
Market Cap
JPY 43.3B
Pitch Price
JPY 1.5K
Price Target
4.0K (+150%)
Dividend
N/A
EV/EBITDA
9.78
P/E
21.46
EV/Sales
2.34
Sector
Media
Category
growth
90% ROIC, 23% Margins — This Microcap Trades at Just 9x EBIT - AlphaPolis Co., Ltd.
9467.T: Asset-light IP platform (23.6% EBIT margin, 90.6% ROIC ex-cash) disguised as publisher, leveraging UGC model to minimize editorial risk. Trades at 15.7x P/E ex-cash vs peer avg 22.5x. User feedback creates proto-network effects. 19.3% 5y rev CAGR, 14.6% FCF margin. PT ¥4024 (+170%).
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