Added to YB: 2024-04-19
Pitch date: 2024-04-17
4389.T [bullish]
Property Data Bank, Inc.
+32.2%
current return
Author Info
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Company Info
Property Data Bank, Inc. provides cloud services in Japan. It offers cloud and information management services related to the operations and management of assets, facilities, and real estate; and system integration services in relation to cloud services.
Market Cap
JPY 7.8B
Pitch Price
JPY 604.40
Price Target
1.6K (+101%)
Dividend
N/A
EV/EBITDA
6.10
P/E
17.01
EV/Sales
1.95
Sector
Software
Category
turnaround
A quick note on a Japanese Appfolio - Property Data Bank, Inc.
4389.T: Property mgmt ERP in Japan. Sticky platform w/ 18% 5yr rev CAGR. Earnings miss on delayed deals, but pipeline strong. 10.5x FY24 P/E ex-cash on 22% margin. Upside: accelerating growth from AI & BPO (already profitable). Founder-led, focused on ROIC. Asymmetric setup.
Read full article (4 min)