Added to YB: 2026-07-20
Pitch date: 2026-07-16
4811.T [bullish]
DreamArts Corporation
Author Info
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Company Info
DreamArts Corporation engages in planning, developing, and selling of cloud products for large companies in Japan.
Market Cap
JPY 10.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.52
P/E
14.96
EV/Sales
1.06
Sector
Software
Category
growth
Show full summary:
Seven Samurai: My Highest-Conviction Japanese Bets - DREAMARTS CORPORATION
4811.T: Japanese no-code SaaS (SmartDB) for enterprise citizen developers; sticky, blue-chip roster vs AI upstarts. FY26 investment yr: Q1 rev +2%, OI -25%, NPAT -22%, cloud sales +13%, new clients +14%. MC ¥10.3B, 14x P/OE, 9x EV/OE. Re-rate over 3yrs if double-digit growth+margin gains beat low expectations. Watch new client growth vs Gen AI threat.
Read full article (2 min)