Added to YB: 2025-12-08
Pitch date: 2025-12-04
4624.T [bullish]
Isamu Paint Co., Ltd.
+1.69%
current return
Author Info
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Company Info
Isamu Paint Co., Ltd. manufactures and sells paints, solvents, and building materials in Japan. It operates through Paint Business and Other segments.
Market Cap
JPY 6.7B
Pitch Price
JPY 3.6K
Price Target
7.0K (+93%)
Dividend
N/A
EV/EBITDA
2.29
P/E
10.85
EV/Sales
0.26
Sector
Chemicals
Category
value
Show full summary:
Isamu Paint (TYO 4624) - A $43m Double Net Net Automotive Paint Co Trading at 12x P/E with 30 Years of Consistent Profitability
4624.T: Double net-net trading at 41¢ on dollar for NCAV+investments+rental real estate, getting 98yr-old profitable paint biz free. ¥8,530/share in assets vs ¥3,515 price. 30+ yrs unbroken profit, ¥500M+ annual revenue. Risk: no catalyst, shrinking auto repair market from ADAS/autonomous driving. Potential MBO exit.
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