Added to YB: 2026-07-20
Pitch date: 2026-07-16
3836.T [bullish]
Avant Group Corporation
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Company Info
Avant Group Corporation, through its subsidiaries, provides accounting, business intelligence, and outsourcing services in Japan.
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Sector
IT Services
Category
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Seven Samurai: My Highest-Conviction Japanese Bets - Avant Group Corporation
3836.T: Japanese consolidation accounting SaaS leader (42.8% share, 88 of top 200 cos). Sticky rev, high switching costs. Stock -36% CY26 on R&D reinvestment (muted 2% NPAT growth). 17% 5yr EPS CAGR, expects growth to resume post-FY26. MC ¥42.7B, EV ¥31B, 13x P/OE, 9.2x EV/FCF.
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