Added to YB: 2026-05-05
Pitch date: 2026-05-01
6184.T [neutral]
Kamakura Shinsho, Ltd.
Author Info
Kreuzmann Investing is looking for the best opportunities in Small and Microcap companies around the world. Sign up for the newsletter.
Company Info
Kamakura Shinsho, Ltd. operates a portal site that provides information services related to end of life in Japan.
Market Cap
JPY 19.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.29
P/E
22.79
EV/Sales
1.89
Sector
Interactive Media and Services
Category
growth
Crossing the river - Kamakura Shinsho, Ltd.
6184.T (watchlist): Japan's largest online funeral/grave info site. Core portals (funeral, cemetery, Buddhist altar) grew 10% but now 45% of sales as nursing care, inheritance, PPP handbooks outpaced. Acquired #2 competitor Life for ¥300M. 21% sales CAGR since 2015, 42% EBIT CAGR last 5yrs. 11.3x EV/EBIT (adj for cash), 46% ROE ex-cash, 4.2% yield. Sompo alliance (10% stake) for cross-sell. Risks: 0.5% online penetration, Google SEO dependence, falling funeral AOV, competitive inheritance segment. Mgmt targets ¥50B sales/¥10B op profit by 2035. Needs clarity on Sompo synergies & cross-sell execution before entry.
Read full article (12 min)