Added to YB: 2025-10-07
Pitch date: 2025-10-03
4661.T [neutral]
Oriental Land Co., Ltd.
-19.22%
current return
Author Info
I founded KonichiValue to merge my half-Japanese heritage with my passion for value investing in the world's most undervalued market. Sign up for the newsletter.
Company Info
Oriental Land Co., Ltd. operates and manages theme parks and hotels in Japan. It operates through Theme Park and Hotels segments.
Market Cap
N/A
Pitch Price
JPY 3.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Hotels, Restaurants and Leisure
Category
N/A
Oriental Land: The Disney Land That Disney Doesn’t Own
4661.T (overview - overvalued): Oriental Land operates Tokyo Disney Resort under Disney license. Trading at 46x P/E (~$40B mkt cap) vs Disney's 30x despite being single-site business. Strong moat (Disney monopoly in Japan to 2046), 20-25% op margins, conservative balance sheet (0.27 D/E). Quality business but overvalued - needs 25x P/E not 50x for margin of safety.
Read full article (9 min)