Added to YB: 2026-09-14
Pitch date: 2026-09-11
9744.T [bullish]
MEITEC Group Holdings Inc.
Author Info
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Company Info
MEITEC Group Holdings Inc. engages in the engineering solution business in Japan. It operates through Engineering Solutions Business; Engineer introduction business; and Other segments.
Market Cap
JPY 251.2B
Pitch Price
N/A
Price Target
N/A
Dividend
5.56%
EV/EBITDA
10.06
P/E
16.42
EV/Sales
1.50
Sector
Professional Services
Category
value
Deep Dive: Meitec Group Holdings ($9744)
9744.T (watchlist): Meitec offers recurring, capital-light exposure to Japanese R&D, with 98% utilization, ~3.5-year placements and 100% of free cash flow returned through dividends and buybacks. At 15x estimated FCFE ex-cash, conservative assumptions imply ¥3,491 of intrinsic value and a 10.8% IRR. Recruiting is the growth bottleneck, making the shares most compelling for yield investors today or as an opportunistic purchase during a downturn.
Read full article (12 min)