Added to YB: 2026-01-05
Pitch date: 2025-12-31
5134.T [bullish]
POPER Co.,Ltd.
-8.74%
current return
Author Info
No bio for this author
Company Info
POPER Co.,Ltd. provides a business management platform for educational institutions in Japan. The company offers Comiru, a SaaS-type business management platform that streamlines back-office operations of educational businesses.
Market Cap
JPY 2.0B
Pitch Price
JPY 538.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.60
P/E
35.69
EV/Sales
0.97
Sector
Software
Category
growth
Portfolio Review, 5 Elevator Pitches and 2026 Goals - POPER Co.,Ltd.
5134.T: Vertical SaaS for Japanese cram schools, 39% revenue CAGR 2021-25, 25% ROE, 10% net margins. Stock down 56% on mgmt cutting FY26 guidance for growth investment ('dare squat'). Forward P/E 38x looks expensive but FY25 P/E only 15x, EV/ARR 1.2x. Targeting enterprise accounts.
Read full article (1 min)