Added to YB: 2026-03-26
Pitch date: 2026-01-26
4441.T [bullish]
Tobila Systems Inc.
+10.51%
current return
Author Info
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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 14.0B
Pitch Price
JPY 1.2K
Price Target
N/A
Dividend
1.45%
EV/EBITDA
9.63
P/E
23.05
EV/Sales
3.44
Sector
Software
Category
value
Tobila Systems Inc. - $4441.T
4441.T: Fraud prevention at carrier level w/ proprietary triple-source database (police/crowdsource/research) embedded in NTT/KDDI/SoftBank. Security seg ¥1.9bn rev @70% margin; Solutions ¥0.9bn (+60% YoY), scales to ¥2.8bn by 2028. Prepaid model: cash upfront, rev deferred 5yr under JGAAP suppresses earnings. FY25 FCF ¥1.58bn, FY26E ¥2.47bn. Trades ~4-5x fwd EV/FCF vs peers 8-16x. CEO owns 44%, buybacks ongoing. 2028 plan: cumulative FCF ~80% of today's EV. Risks: carrier dependence, platform risk.
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