Added to YB: 2026-01-02
Pitch date: 2025-12-25
8135.T [bullish]
Zett Corporation
+8.32%
current return
Author Info
Mr Deep-Value spends their days searching for absurdly cheap stocks and hidden value. They write about their best ideas. Sign up for the newsletter.
Company Info
Zett Corporation engages in the manufacture and wholesale of sports equipment in Japan. The company offers baseballs bats, basketball wear, gloves, and other apparel products.
Market Cap
JPY 9.6B
Pitch Price
JPY 469.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
0.71
P/E
3.28
EV/Sales
0.01
Sector
Distributors
Category
value
A Leading-Brand Priced at 0.6x TBV - Zett Corporation
8135.T: Japanese sporting goods wholesaler trading at 0.6x TBV, 4x P/FCF with negative -¥2.6B EV. Strong Zett Baseball brand, 90% FCF profitability over decade, TTM revenue at all-time highs. Risk: thin margins (recent Q1 ops profit -25% despite 6.9% sales growth). Catalyst: mgmt targets 2% op margin + 50% equity ratio, potential capital returns amid Japan governance changes.
Read full article (8 min)