Added to YB: 2025-09-10
Pitch date: 2025-09-09
3969.T [bullish]
ATLED CORP.
-4.46%
current return
Author Info
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Company Info
ATLED CORP. engages in the development and sale of software solutions in Japan. It offers X-point Cloud, a cloud-based workflow system; and Agile Works, a workflow system for organizational structuring and changes.
Market Cap
JPY 11.3B
Pitch Price
JPY 1.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.26
P/E
15.47
EV/Sales
2.22
Sector
Software
Category
value
Atled Corp. TSE:3969
3969.T: Japanese workflow software co (X-Point, AgileWorks) digitizing internal approvals w/ 2% user churn. 57% cloud rev growing 20-30% YOY. Trades 2x FY26 rev, 5x EBIT on mgmt guidance. 46% market cap in cash but no buybacks. Risk: 43% on-prem declining, cloud growth may slow post-conversion.
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