Added to YB: 2026-04-01
Pitch date: 2026-03-29
220A.T [bullish]
Faber Company Inc.
+0.1%
current return
Author Info
Net-Net-Hunter Japan invests in Net-Net stocks. In this channel, I will share my stock analysis of Net-Net stock in Japan.
Company Info
Faber Company Inc. provides digital marketing automation tool solution in Japan. It offers Mielca SEO, a digital marketing automation solutions; and Mielca Heat Map that tracks the behavior of the site visitor on the website, as well as visualizes and analyzes the behavior data on the website; Local Mielca, an automated local marketing solution; Mielca Connect, which provides freelance or sideline digital marketing talents; and Douga Mielka, an analysis and video marketing support tool.
Market Cap
JPY 2.8B
Pitch Price
JPY 1.0K
Price Target
3.0K (+196%)
Dividend
N/A
EV/EBITDA
2.10
P/E
11.91
EV/Sales
0.27
Sector
Software
Category
value
FABER COMPANY INC - $220A.T
220A.T: SEO SaaS (14.3% 4yr CAGR, 14% op margin) + new back-office SaaS distribution (Q1 ARR +88% QoQ). Trading 1.18x P/B, 13.1x P/E, 3% div yield. Base case: SEO at 7% CAGR/15% margin, back-office 1.2B ARR in 5yr (vs 3.6B target) @ 15% take rate/30% margin. Target 200% upside/24% IRR w/ net cash. Risks: AI competition in SEO, lower back-office SaaS demand.
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