Added to YB: 2026-07-20
Pitch date: 2026-07-16
4019.T [bullish]
Stmn, Inc.
Author Info
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Company Info
Stmn, Inc. operates an engagement platform business in Japan. The company offers TUNAG, an engagement management platform; Tsunagu, an online community platform; FANTS, a community management platform; Watchy, a cloud security service, that supports management, information leakage prevention, labor management, etc.
Market Cap
JPY 5.5B
Pitch Price
N/A
Price Target
N/A
Dividend
1.28%
EV/EBITDA
N/A
P/E
21.59
EV/Sales
1.08
Sector
Software
Category
growth
Seven Samurai: My Highest-Conviction Japanese Bets - Stmn, Inc.
4019.T: Japanese SaaS; TUNAG employee engagement app bolts onto HR ERP, targets 58% non-desk workforce. Rev +40% 3yr CAGR, 99% retention. MC ¥5.6B, EV/ARR 1.18x, 20x PE but FY26 EPS growth 30-40%. Op margin to double 10%→20% via operating leverage. High-conviction horizontal SaaS bet.
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