Professional
Added to YB: 2026-02-23
Pitch date: 2026-02-18
4441.T [bullish]
Tobila Systems Inc.
+6.17%
current return
Author Info
Founder of Smoak Capital who shares analysis on stocks on Twitter and in his fund letter. Follow on Twitter.
Company Info
Tobila Systems Inc. develops and sells nuisance call filter products in Japan. The company offers spam call filter products for mobiles, landlines, and business phones.
Market Cap
JPY 13.1B
Pitch Price
JPY 1.3K
Price Target
3.6K (+160%)
Dividend
N/A
EV/EBITDA
8.66
P/E
21.25
EV/Sales
3.33
Sector
Software
Category
value
Smoak Capital Portfolio new position: Tobila Systems Inc.
4441.T (new position): Fraud/spam call prevention co w/ hidden B2B growth engine. Solutions segment +60% YoY rev, TobilaPhone Biz extraordinary cash economics (entire 5yr license pd upfront, recognized ratably). Est LTV/CAC 6-7x+. Trading 4.5x EV/FCF vs SaaS peers 20x+. Kasuhara laws driving demand. 1/3 mkt cap in cash. Fwd target 10-12x FCF = 80-110% upside.
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