Added to YB: 2026-07-16
Pitch date: 2026-07-14
4441.T [bullish]
Tobila Systems Inc.
+1.06%
current return
Author Info
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Company Info
Tobila Systems Inc. develops and sells nuisance call filter products in Japan. The company offers spam call filter products for mobiles, landlines, and business phones.
Market Cap
JPY 15.9B
Pitch Price
JPY 1.5K
Price Target
2.3K (+50%)
Dividend
N/A
EV/EBITDA
11.17
P/E
25.91
EV/Sales
3.75
Sector
Software
Category
growth
Tobila Systems Inc. - $4441.T
4441.T: Japanese fraud-database monopoly. Security seg 70% margins funds Solution seg (+60-69% YoY) via TobilaPhone Biz. Oct 1 kasuhara law forces all employers to counter harassment; product fits perfectly. Cash paid 5-7yrs upfront depresses P&L. EV ~¥13bn = 8x FY28 OP target ¥1.7bn, 13-14x normalized FCF. Net cash ¥3.6bn, mgmt targets ¥25bn cap (+50%). Risks: carrier concentration, catalyst may disappoint if compliance is procedural, thin liquidity.
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