Added to YB: 2026-07-29
Pitch date: 2026-07-27
277A.T [bullish]
Globe-ing Inc.
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
N/A
Price Target
N/A
Dividend
2.17%
EV/EBITDA
9.13
P/E
16.94
EV/Sales
3.39
Sector
Professional Services
Category
growth
4 Stocks I like at their current prices - Globe-Ing
277A.T (added to position): Japanese exec mgmt consulting w/ 67% GM, 36% OM, 50% ROCE. JI embedded-consultant model >60% rev, targeting top 3 firms in 33 sectors. Building AI 'Management OS' to replace consultants + AI M&A. Trades 2x mkt cap/FY31e EBIT. 38% rev CAGR FY27-31, ~520 JPY EPS 2030. Basis 1,740 JPY, 5.8% of port.
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