Added to YB: 2025-09-11
Pitch date: 2025-09-10
3817.T [bullish]
SRA Holdings, Inc.
Author Info
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Company Info
SRA Holdings, Inc. engages in the provision of IT consulting, system construction, operation services, products, and solutions in Japan and internationally.
Market Cap
JPY 59.1B
Pitch Price
N/A
Price Target
5.5K
Dividend
N/A
EV/EBITDA
4.56
P/E
10.55
EV/Sales
0.72
Sector
Software
Category
value
Slow and Steady, then All at Once
3817.T: Japanese software dev/IT consulting holding w/ sticky clients in healthcare, education, finance. AIT unit IBM cloud migration specialist. 6.5% rev/earnings growth guided for 2026. Trades 12.6x fwd P/E but debt-free w/ ¥2,373/share in cash+securities (49% of price). Real biz valuation ~12x after adjusting. 3.68% yield, steady dividend growth. Cross-selling software+consulting creates high retention. Target ¥5,100 near-term, ¥5,500 long-term.
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