Discoveries - Week of October 7th
Israel, Japan, Switzerland
🇨🇠SWITZERLAND
Swiss company providing isolators, cleanroom devices, and decontamination processes (e.g. for pharma), valued at $2B, trading at 54x P/E, 33x EV/EBITDA, 72% gross margin, 10-year revenue CAGR of 51% (!), 10% ROIC, net cash
SKAN Group $SKAN
🇮🇱 ISRAEL
Israeli manufacturer of metrology and inspection equipment, valued at $3.6B, trading at forward 27x P/E, 23x EV/EBITDA, 33x P/FCF, 39% ROIC, forward EPS and revenue CAGR of 25-27%.
Camtek CAMT 0.00%↑
![Camtek Metrology & Vision Inspection Review & Comparison [2024]](https://substackcdn.com/image/fetch/$s_!CeTo!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8cc00ed6-a57a-42f4-9879-18c41156ccee_1400x720.jpeg "Camtek Metrology & Vision Inspection Review & Comparison [2024]")
🇯🇵 JAPAN
Japanese company providing management consulting, valued at $200M, trading at 17x P/E, 12x EV/EBITDA, 0.8x PEG, 29% ROE and ROIC, forward EPS and revenue CAGR of 19%.
Management Solutions $7033 $7033.JP
🇯🇵 JAPAN
Japanese IT services company, valued at $130M, trading at 14x forward P/E, 9x EV/EBITDA, 15x P/FCF, 0.92x PEG, 21% ROIC, 25% ROE, net cash.
System Support Inc. $4396 $4396.JP
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