Discoveries - Weeks of June 9th
Japan, Germany, Poland
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🇯🇵 JAPAN
Japanese company providing AI solutions for the manufacturing industry, valued at $200M, trading at 68x P/E, 45x EV/EBITDA, 84% revenue CAGR and 214% EPS over 3 years (!), net cash.
VRAIN Solution, Inc. $135A.JP $135A
🇩🇪 Germany
German specialist in R&D tax credits, valued at around $1B, trading at 31x P/E and P/FCF, 19x EV/EBITDA, 40% revenue CAGR over 3 years, 41% net margin, net cash. Recent IPO.
innoscripta SE $1INN $1INN.DE
🇵🇱 POLAND
Polish software company valued at $340M, trading at forward 8x P/E, 6x EV/EBITDA, 8.6x P/FCF, 47% net margin, ROIC/ROE/ROTA over 100%, 11% dividend yield.
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