4443 JP

Sansan Inc.

TMT, Event Driven/Special Sit


Presented:05/23/2024
Price:¥1,580.00
Cap:$1.66B
Current Price:¥2,166.00
Cap:$2.28B

Presented

Date05/23/2024
Price¥1,580.00
Market Cap$1.66B
Ent Value$1.77B
P/E RatioN/A
Book Value¥112.95
Div Yield0%
Shares O/S125.80M
Ave Daily Vol1,006,858
Short IntN/A

Current

Price¥2,166.00
Market Cap$2.28B
Sansan, Inc. engages in the provision of cloud-based business card management application. It operates through the Sansan Business and Eight Business segments. The Sansan Business segment manages Sansan, a cloud business card management service for corporations. The Eight Business segment handles the product called Eight, a business card application. The company was founded by Chikahiro Terada, Kei Tomioka, Satoru Joraku, and Kenji Shiomi on June 11, 2007 and is headquartered in Tokyo, Japan.

Publicly traded companies mentioned herein: Sansan Inc. (4443 JP), Zoominfo Technologies Inc (ZI)

Highlights

The presenter is long shares of Sansan Inc. (4443 JP) due to its strategic expansion into ancillary businesses (invoice digitization, corporate cards, and digital invoicing) around its dominant business card digitization product, which should serve as a significant growth catalyst. He believes the company should grow 35-40% annually and given the stock is trading at 4x 2026 sales, a discount of where it should be at with an expected return to profitability, he is modeling an upside of 65%.

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Idea Discussion

Commentor 1 - 2 weeks ago

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