Added to YB: 2026-08-10
Pitch date: 2026-08-07
7353.T [bullish]
KIYO Learning Co.,Ltd.
Author Info
Numbers not Narrative digs into overlooked small and micro caps where the numbers tell a better story than the market does. Sign up for the newsletter.
Company Info
KIYO Learning Co.,Ltd. engages in the planning, production, sale, and operation of educational content and services for individuals and companies in Japan.
Market Cap
JPY 3.8B
Pitch Price
N/A
Price Target
1.2K
Dividend
N/A
EV/EBITDA
1.32
P/E
11.27
EV/Sales
0.12
Sector
Diversified Consumer Services
Category
value
A Japanese Exam Company Selling For Less Than The Cash In Its Bank - KIYO Learning Co.,Ltd.
7353.T: Japanese online exam-prep co, no analyst coverage. Mkt cap ¥3.78B vs ¥3.6B net cash; business itself ~¥682M earning ¥304M (49% ROIC, negative capital employed, students prefund). Rev ¥5B, guided ¥5.8B. Base PT ¥876 (+59%), bull ¥1,175, bear ¥495. Founder owns 40%; deficit clears 2026 enabling first dividend. Risks: prepaid balance mix shift/demand, thin 6% margin, first M&A. H1 report next Friday key.
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