Added to YB: 2026-03-02
Pitch date: 2026-02-28
4441.T [bullish]
Tobila Systems Inc.
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 12.8B
Pitch Price
N/A
Price Target
N/A
Dividend
1.58%
EV/EBITDA
8.54
P/E
21.07
EV/Sales
3.05
Sector
Software
Category
value
Show full summary:
4. Tobila (4441.T)
4441.T: B2B spam call blocker w/ on-prem device + 5yr licenses. Cash upfront but rev spread over time creates earnings vs FCF disconnect. Unearned rev +850M JPY (Oct 24-25) = true earnings ~1.1B JPY (vs 600M reported) after tax adj. 14B EV, 4B cash, double-digit growth on AI spam surge. Risk: Mag7/telcos build alt solution.
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