Professional
Added to YB: 2024-12-06
Pitch date: 2024-12-04
2413.T [bullish]
M3, Inc.
+38.08%
current return
Author Info
Sweet Stocks is a former portfolio manager at an international small cap fund who shares pitches for international equities. Sign up for his blog.
Company Info
M3, Inc. provides medical-related services primarily to physicians and other healthcare professionals through Internet.
Market Cap
JPY 1.0T
Pitch Price
JPY 1.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.72
P/E
25.97
EV/Sales
3.66
Sector
Health Care Technology
Category
growth
M3 – digital healthcare serial acquirer at 4.4% trailing FCF yield
2413.T: M3, Sony-affiliated digital healthcare platform. Core Japan pharma marketing biz (50% margin) funds global roll-up. Down 86% from peak, now 20x P/E, 4.4% FCF yield. Risks: 73 business units, post-COVID revenue decline. Catalysts: marketing support growth recovery, M&A upside. 20% IRR potential over 3-4 years.
Read full article (11 min)