Added to YB: 2025-04-07
Pitch date: 2025-04-03
5134.T [neutral]
POPER Co.,Ltd.
-32.43%
current return
Author Info
Asian Century Stocks is a former buy-side investor in Asia that now focuses on researching value stocks in Asia and sharing them in his newsletter. Sign up for the newsletter.
Company Info
POPER Co.,Ltd. provides a business management platform for educational institutions in Japan. It offers Comiru, a SaaS-type business management platform that streamlines back-office operations and improves parent-teacher communication for education providers.
Market Cap
JPY 3.4B
Pitch Price
JPY 848.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.46
P/E
27.35
EV/Sales
2.43
Sector
Software
Category
growth
Portfolio Review March 2025: Key Holdings - POPER Co.,Ltd.
5134.T (holding update): SaaS co. Q1 FY2025: Rev +49% YoY (38% organic ARR), OP +425% to JPY 63M (18% margin), NP +629% to JPY 51M. Customers +2.5% QoQ, ARPU +1.4% QoQ. New ComiruERP for larger schools. Non-cram growth accelerating. 61% of FY NP target hit. 2.6x EV/S, 13x adj. EV/EBIT, 30% growth. Micro-cap risks.
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