Added to YB: 2026-04-01
Pitch date: 2026-03-28
4180.T [bullish]
Appier Group, Inc.
+4.69%
current return
Author Info
No bio for this author
Company Info
Appier Group, Inc., operates as AI-native SaaS company in Japan and internationally. The company offers ad cloud products, such as RETARGETING, an AI-powered segmentation re-engages high-value users, driving conversions and sustainable growth; AIBID, an AI-driven bidding optimization product; and AIXPERT for campaign decisions.
Market Cap
JPY 78.7B
Pitch Price
JPY 747.00
Price Target
1.1K (+34%)
Dividend
0.30%
EV/EBITDA
10.14
P/E
30.89
EV/Sales
1.59
Sector
Software
Category
value
Japan's Hidden AI Champions: Three Undervalued Small-Cap Stocks Appier Group (TSE: 4180)
4180.T: AI-native SaaS for marketing/advertising. FY24 rev ¥34.1B (+29% YoY), op profit ¥2B (+150%). FY25 guide: double-digit rev growth, 8.9% op margin. Trades 4.4x sales vs peers at 7-9x (40% upside to 7x). Acquired AdCreative.ai for $38.7M, expanding GenAI capabilities. ¥14.3B net cash, positive FCF expected. CEO Stanford/Harvard AI PhD. Fair P/E at 20x (~36% upside) on 20% sustainable growth.
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