Added to YB: 2026-08-12
Pitch date: 2026-08-10
5136.T [neutral]
tripla Co., Ltd.
Author Info
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Company Info
tripla Co., Ltd. engages in travel agency and internet service business in Japan, the rest of Asia, and internationally.
Market Cap
JPY 10.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-9.23
P/E
17.23
EV/Sales
-2.70
Sector
Hotels, Restaurants and Leisure
Category
N/A
Monday Delight: 10/08/2026 - Tripla Co., Ltd.
5136.T (pass): Tokyo-listed hospitality SaaS for direct hotel bookings vs OTA commissions. Mkt cap JPY10.3B, EV -JPY8.4B, P/E 16.7, ROE 36.2%. FY25 rev +37.8%, op margin 20.2%→28.1% H1 FY26, founder-owned ~1/3, debt-light. But even 3yr targets at 10x undervalue vs today; no patent moat, rival, capital influx. Revisit at 10-12x fwd.
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