Added to YB: 2026-07-29
Pitch date: 2026-07-27
8136.T [neutral]
Sanrio Company, Ltd.
Author Info
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Company Info
Sanrio Company, Ltd., together with its subsidiaries, plans and sells social communication gifts, greeting cards, and books in Japan, Europe, North America, South America, rest of Asia, and internationally.
Market Cap
JPY 1.4T
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.07
P/E
25.92
EV/Sales
6.70
Sector
Specialty Retail
Category
growth
The 52-Year-Old Cartoon Cat Funding a 40% Margin Royalty Machine - $8136.T
8136.T (overview): Hello Kitty IP owner post V-shaped recovery; FY3/26 rev ¥194.1B (+33.9%), 77.3% GM, 40.1% op margin, adj op profit ¥78.5B (+41%). In-house IP moat, 450+ chars, net cash ¥111.5B, 41.6% ROE. Trades 25x P/E, 9x book. Risks: US tariffs, China cyclicality, unproven digital/film pivot, $1.6M comp scandal overhang.
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