Added to YB: 2025-02-18
Pitch date: 2025-02-16
5134.T [bullish]
POPER Co.,Ltd.
-5.21%
current return
Author Info
Asian Century Stocks is a former buy-side investor in Asia that now focuses on researching value stocks in Asia and sharing them in his newsletter. Sign up for the newsletter.
Company Info
POPER Co.,Ltd. provides a business management platform for educational institutions in Japan. It offers Comiru, a SaaS-type business management platform that streamlines back-office operations and improves parent-teacher communication for education providers.
Market Cap
JPY 3.4B
Pitch Price
JPY 710.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.46
P/E
27.35
EV/Sales
2.43
Sector
Software
Category
growth
POPER Co.,Ltd. - $5134.T
5134.T: Japanese SaaS for tutoring industry. 11% market share, 20% annual growth. 1.7x EV/Sales, 20% op margin target. Expanding to language/programming schools. Risks: AI impact, IP theft, debt. Strong management, Hikari Tsushin backing. Conservative 2029 P/E 8.2x. 25% IRR potential.
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