Professional
Added to YB: 2024-07-02
Pitch date: 2024-06-30
7115.T [bullish]
AlphaPurchase Corporation
+47.1%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
AlphaPurchase Corporation provides maintenance, repair, and operations services in Japan. Its services include procurement of stationery, office equipment, and parts for repairing equipment and machinery; facility management services; and related services.
Market Cap
JPY 15.5B
Pitch Price
JPY 1.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.40
P/E
N/A
EV/Sales
N/A
Sector
Commercial Services and Supplies
Category
growth
Idea Brunch with “Made in Japan” - Alpha Purchase Co., Ltd.
Alpha Purchase (7115.T): MRO procurement platform for Japanese blue-chips. 60M+ SKUs, 3000+ suppliers. Mission-critical, sticky (0% churn), high ROIC (teens). Undervalued at 13x P/E, 6.7x EV/EBIT despite double-digit growth potential. 10B yen mcap (<$70M) vs high replacement cost. Catalysts: new large client, customer PR on cost savings. Risks: low mgmt ownership.
Read full article (5 min)