Added to YB: 2026-07-20
Pitch date: 2026-07-16
6947.T [bullish]
Zuken Inc.
Author Info
No bio for this author
Company Info
Zuken Inc., a software company, provides advanced design solutions for the creation and management of printed circuit board (PCB) designs, electrical and fluid systems, and 3D cabinet and wire harness layouts in Japan.
Market Cap
JPY 97.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.06
P/E
18.35
EV/Sales
1.43
Sector
IT Services
Category
growth
Seven Samurai: My Highest-Conviction Japanese Bets - Zuken Inc.
6947.T: Japanese EDA leader in PCB/harness design w/ high switching costs (ERP-like). MC ¥98B, EV ¥56B. FY26: 19x PE, 11x EV/FCF, 2.4x P/S, 5% FCF yield +8-10% FCF growth. Op profit CAGR 10% (3yr)/15% (5yr). Embedded call option: 3D-IC packaging via JOINT3 consortium & IBM AI hardware partnership.
Read full article (2 min)