Added to YB: 2026-07-20
Pitch date: 2026-07-16
277A.T [bullish]
Globe-ing Inc.
+12.76%
current return
Author Info
No bio for this author
Company Info
Globe-ing Inc. provides DX and strategic consulting, and digital analytics/data services in Japan. The company offers cloud products, including Sales Suite, a solution to improve sales productivity; and Spend Intelligence Suite, a solution to optimize a company's external spending.
Market Cap
JPY 46.8B
Pitch Price
JPY 1.7K
Price Target
7.2K (+269%)
Dividend
2.17%
EV/EBITDA
9.13
P/E
16.94
EV/Sales
3.39
Sector
Professional Services
Category
growth
Globe-ing Inc. - $277A.T
277A.T: Japanese small-cap consulting/Agentic AI co. Opened at ¥1,811. Rev 3Y CAGR 64%, EBIT 77.9%, 67% GM, 36% EBIT margin, 50% ROCE, net cash (70% assets). 15.3x fwd PE, 9.1x EV/EBIT. -14% on QoQ rev drop (Toyota/Honda macro), guided margin compression from growth invest. FY31 target ¥120b rev; author models ¥60b rev/38% EBIT = 35-43% IRR.
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