Added to YB: 2026-07-02
Pitch date: 2026-06-30
5842.T [bullish]
Integral Corporation
+2.37%
current return
Author Info
@ArmsGarrett is a a research analyst and portfolio manager whoe stock pitches on Twitter. Follow on Twitter
Company Info
Integral Corporation is a private equity firm which specializes in management buyouts, turnaround, leveraged buyouts, mezzanine, and other minority investments.
Market Cap
JPY 93.5B
Pitch Price
JPY 2.7K
Price Target
5.0K (+78%)
Dividend
N/A
EV/EBITDA
4.05
P/E
7.46
EV/Sales
3.26
Sector
Capital Markets
Category
value
Integral $5842.T is a long @ ¥2,720 per share.
5842.T: Japanese publicly-traded PE firm at ¥2,720, worth 2x. ¥93B mkt cap for ¥85B ENI (92%) + AM franchise, implying ¥170B/¥5,000 sh (+85%). 25%+ ROE, portfolio CAGR 29% 4yr, AUM +36% since IPO, 30%+ gross IRRs. Trades ~6-7x EPS. KKR '18 analog but cheaper. Riding Japan governance/succession wave.
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