Added to YB: 2026-08-26
Pitch date: 2026-08-24
4771.T [neutral]
F&M Co.,Ltd.
-0.5%
current return
Author Info
Contrarian Cashflows publishes a monthly deep dive on a new value stock. Sign up for the newsletter.
Company Info
F&M Co.,Ltd. provides management support and accounting services for medium and small businesses, and individual business owners.
Market Cap
JPY 40.7B
Pitch Price
JPY 2.8K
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.53
P/E
13.29
EV/Sales
1.61
Sector
Commercial Services and Supplies
Category
special_situation
Monday Delight: 24/08/2026 - F&M Co.,Ltd.
4771.T (quick overview): High-quality compounder (19.7% ROE, zero debt, 17-18% revenue CAGR 4yrs) at 12.8x P/E—but that's in line with its historic 11-18x range, so quality is priced. Real variant angle: Hikari Tsushin has quietly built 5.54%→13.60% since Mar-2026 under 'pure investment,' fitting its documented pattern of creeping stakes ahead of tender offers. Business Solutions (Office Station) inflected from ¥338mn op loss (FY21) to ¥849mn profit/13% margin (FY26). Founder controls ~44%. Watch the Hikari accumulation as the catalyst to track.
Read full article (1 min)