Added to YB: 2026-04-01
Pitch date: 2026-03-30
8111.T [bullish]
Goldwin Inc.
+0.41%
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
Goldwin Inc. researches, develops, manufactures, and sells apparel in Japan. The company offers jacket/vest, shell, down jacket/padded, fleece, rainwear, and coat; shirts/polo shirts, sweatshirts/trainers, t-shirt, cut and sew, sweaters and cardigans, tank tops/bra tops, long-sleeved tshirt, one piece, and camisole; long pants, skirt, tights/leggings, and short/half pants.
Market Cap
JPY 312.1B
Pitch Price
JPY 2.2K
Price Target
3.3K (+49%)
Dividend
2.54%
EV/EBITDA
8.14
P/E
14.13
EV/Sales
1.98
Sector
Textiles, Apparel and Luxury Goods
Category
value
The Most Undervalued Stocks in Japan 2026 - Goldwin Inc. (8111.T)
8111.T: Japanese apparel co w/ exclusive North Face license for Japan/South Korea. Controls product development, design & marketing in territory. 21.5% 10yr EPS CAGR, 52.1% gross margin, 19.2% op margin via DTC shift. Trading 7x P/E vs 4,260 JPY DCF intrinsic value (+75% upside). Inbound tourism driving 25%+ store sales. Risk: aggressive global Goldwin brand expansion may pressure near-term profits.
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