Added to YB: 2026-07-20
Pitch date: 2026-07-16
5134.T [bullish]
POPER Co.,Ltd.
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
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.60
P/E
35.69
EV/Sales
0.97
Sector
Software
Category
growth
Seven Samurai: My Highest-Conviction Japanese Bets - POPER Co.,Ltd.
5134.T: Japanese vertical SaaS (Comiru) for cram/extra-curricular schools; mission-critical, 0.5% monthly churn. ARR +25% CAGR FY22-25. FY26 'dare-squat' pivot to off-shelf extra-curric (+65% clients) hurt H1: sales +3%, op profit -39%, NPAT -57%. EV ¥1.3B, 1.5x P/S, 19x normalized P/OE. Watch decelerating ARR (+6% YoY).
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