Added to YB: 2026-07-31
Pitch date: 2026-07-29
4763.T [bullish]
CREEK & RIVER Co., Ltd.
-1.71%
current return
Author Info
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Company Info
CREEK & RIVER Co., Ltd. engages in the production and management of creative artists and agencies, as well as rights management in Japan and internationally.
Market Cap
JPY 32.2B
Pitch Price
JPY 1.5K
Price Target
6.5K (+335%)
Dividend
3.35%
EV/EBITDA
4.09
P/E
6.99
EV/Sales
0.41
Sector
Professional Services
Category
value
[Part 2] My 2nd Highest Conviction Deep Dive Stock Pitch
4763.T: Japanese multidisciplinary talent agency at 4.5x EV/EBIT, 6.9x P/E, 1.45x P/B, 3.8% div yield—historic lows. 69% share of employable physicians (medical=30% of OP, 25% margins). Net cash 6.1bn yen + M&A pivot (Takahashi Shoten) rerates poor-capital-allocation discount. 40-100% upside 12-24mo; core creative/medical growth. Risk: value trap, complexity, overpaying.
Read full article (19 min)