Discoveries - Week of September 23rd
Japan, Poland and Canada
🇯🇵 JAPAN
Japanese company providing cloud and IT services, valued at $2.85B, trading at 50x forward P/E, 48x P/FCF, 33x EV/EBITDA, 10-year revenue and EPS CAGR of 30-35% (!), 29% ROIC.
Rakus $3923 3923.JP
🇵🇱 POLAND
Polish company that develops and distributes communication software, valued at $480M, trading at 10x forward P/E and P/FCF, 8x EV/EBITDA, PEG 1.16, 200% ROIC and 114% ROE, 8% dividend.
Text S.A. $TXT $TXT.WA
🇨🇦 CANADA
Canadian company engaged in oil and natural gas exploration in Peru, valued at $430M, trading at 3.5x, 0.88x P/B, 1.4x EV/EBITDA, 4x P/FCF, 26$ ROIC, 29% ROE, 12% dividend.
PetroTal $TAL $TAL.TO
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