Added to YB: 2026-06-01
Pitch date: 2026-05-28
4449.T [bullish]
giftee Inc.
Author Info
No bio for this author
Company Info
giftee Inc. engages in the internet service business in Japan. The company offers giftee, a service that enables one to send an eGift via email or LINE, etc.
Market Cap
JPY 34.2B
Pitch Price
N/A
Price Target
2.5K
Dividend
N/A
EV/EBITDA
9.67
P/E
51.04
EV/Sales
2.24
Sector
Interactive Media and Services
Category
growth
Giftee (TSE: 4449): The Quiet Japanese stock on the World's Gift-Giving Habit
4449.T: Founder-led e-gift platform (clips margin on GMV flow). FY25 rev ¥14.15B (+48% YoY), op profit ¥2.60B (+49%). FY26 guide: rev ¥16.95B (+20%), op profit ¥3.48B (+34%), 4th record profit yr. Stock -40% from high on soft Q1 (seasonal+investment noise). ROE 16.5%, 25x forward PE = ~30% annualized upside over 3yr. Moat: 2-sided merchant/client network. Risks: margin compression, int'l expansion delays, volatile stock. Catalysts: Q2+ reacceleration, YOUGotaGift GMV scaling, dividend increases.
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