Added to YB: 2024-01-26
Pitch date: 2024-01-26
4680.T [bullish]
Round One Corporation
+111.78%
current return
Author Info
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Company Info
Round One Corporation operates indoor leisure complex facilities. It operates bowling, arcade games, karaoke, billiards, and Spo-Cha facilities.
Market Cap
JPY 227.0B
Pitch Price
JPY 630.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.70
P/E
13.31
EV/Sales
1.62
Sector
Hotels, Restaurants and Leisure
Category
value
Round 1 (4680) Quick Pitch: Undervalued Amusement Provider with Many Avenues for Growth
Round One (4680.T): Amusement operator undervalued at 7-12x fwd FCF, >20% ROIC; giga crane game conversions lift margins as leases roll off by FY27; US expansion, small format stores & R1 Delicious provide growth; strong balance sheet enables buybacks.
Read full article (19 min)