Added to YB: 2026-07-10
Pitch date: 2026-07-08
3733.T [bullish]
Software Service, Inc.
-0.43%
current return
Author Info
@ArmsGarrett is a a research analyst and portfolio manager whoe stock pitches on Twitter. Follow on Twitter
Company Info
Software Service, Inc. engages in providing electric medical record, hospital total ordering, and other systems.
Market Cap
JPY 56.9B
Pitch Price
JPY 11.6K
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.12
P/E
10.17
EV/Sales
0.79
Sector
Health Care Technology
Category
value
Software Service, Inc. - $3733.T
3733.T: EMR systems for Japanese hospitals; mission-critical, ~100% retention, compliance-heavy. Sales +20% YTD, backlog +44%, yet stock -15% YTD. ¥55B mkt cap, ¥20B net cash, EV ¥35B (below 2018 despite 3x larger). ~7x EPS (4.9x ex-cash), 15% grower, Medical DX tailwind, HQ worth ~2/3 EV, bought back 5.7% in March.
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