Added to YB: 2025-09-09
Pitch date: 2025-09-05
4165.T [neutral]
PLAID,Inc.
-45.19%
current return
Author Info
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Company Info
PLAID,Inc. develops and operates KARTE, a customer experience (CX) SaaS platform in Japan. It provides KARTE CX platform, which provides real-time analytics for on-site personalization, multi-channel campaigns, and targeted ad delivery; PLAID ALPHA, which delivers data-driven strategic planning and implementation; STUDIO ZERO, a strategic planning and business development service; EmotionTechCX, a survey and analysis service for customer loyalty and CX; and EmotionTechEX, a survey and analysis service for employee engagement and organizational transformation.
Market Cap
JPY 22.8B
Pitch Price
JPY 1.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.09
P/E
22.72
EV/Sales
1.39
Sector
Software
Category
growth
Plaid Update 1
4165.T (earnings update): NRR fell from 110.8% to 106.9% despite price hikes due to SMB churn as co focuses on enterprise clients. Enterprise NRR stable at ~115%. Expects 20-25% revenue growth FY2026 with ¥2.5-3.0bn EBIT (~20x EV/EBIT). Quality growth overlooked in Japan AI/activist focus.
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