Added to YB: 2026-05-11
Pitch date: 2026-04-20
196A.T [bullish]
MFS, Inc.
-5.65%
current return
Author Info
No bio for this author
Company Info
MFS, Inc. provides online mortgage loan services in Japan. The company develops and operates mortgage comparison diagnostic service “Mogecheck” and the comprehensive real estate platform “INVASE”.
Market Cap
JPY 2.7B
Pitch Price
JPY 283.00
Price Target
3.0K (+1005%)
Dividend
N/A
EV/EBITDA
14.39
P/E
34.41
EV/Sales
0.36
Sector
Financial Services
Category
growth
MFS Inc. Deep Dive
196A.T: Japanese mortgage broker w/ 66% 3Y Mogecheck revenue CAGR (temp down on model shift to execution-based fees, 3-6mo lag). Invase +113% YoY via principal property trading, turned profitable Q2/26. Vision 2030: 10x revenue to ¥25B. 7x FY27e PE despite >25% CAGR proj thru 2030. Zenkoku partnership (10% stake) adds 700+ bank access. Risks: rate sensitivity, AI disruption, microcap liquidity.
Read full article (22 min)