Professional
Added to YB: 2025-09-03
Pitch date: 2025-08-31
4374.T [neutral]
Robot Payment Inc.
-0.48%
current return
Author Info
Hurdle Rate is an Australian Unit Trust run by a CPA who shares global stock pitches on their website. Sign up for the newsletter.
Company Info
ROBOT PAYMENT Inc., a subscription payment company, engages in the financial cloud and payment business in Japan.
Market Cap
JPY 11.9B
Pitch Price
JPY 3.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.50
P/E
28.25
EV/Sales
1.92
Sector
Financial Services
Category
growth
Hurdle Rate Portfolio Holding: Robot Payment Inc.
4374.T (holding update): Robot Payment Q2 beat w/ H1 revenue +20%, profit +67%. Exceptional 65% annualized ROE. Just implemented 10% price hike on Subscription Pay (60% ARR) + 3% on Billing Mgmt Robot to boost margins. Conservative revenue guidance factors churn risk; opex rising for growth.
Read full article (1 min)