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Added to YB: 2026-05-21

Pitch date: 2026-04-20

4478.T [neutral]

freee K.K.

Author Info

No bio for this author

Company Info

freee K.K. engages in the provision of cloud-based accounting and HR software solutions in Japan. The company offers freee accounting, an integrated cloud-based accounting software for proprietors and corporations; freee HR and labor an integrated cloud-based human resources and labor management software for corporations; freee Sales an integrated cloud-based sales management software for proprietors and corporations; and Freee Tax Return, a cloud-based tax return software to accounting firms and small businesses.

Market Cap

JPY 129.3B

Pitch Price

N/A

Price Target

N/A

Dividend

N/A

EV/EBITDA

N/A

P/E

188.74

EV/Sales

2.68

Sector

Software

Category

growth

Show full summary:
Cooper Investors Global Equities Fund Portfolio Holding: Freee K.K.

4478.T (holding update): Japan cloud accounting/HR software for SMBs, akin to Japanese Xero. Down 30% YTD despite FY Jun 26 rev +26%, op profit +34%, on track for FY Jun 28 FCF targets. Long-term AI disruption risk unclear—could deepen software engagement or bypass tools entirely. Handicapping 10yr competitive position difficult amid rapid AI advancement.

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