Added to YB: 2026-03-02
Pitch date: 2026-02-28
4441.T [bullish]
Tobila Systems Inc.
+7.48%
current return
Author Info
No bio for this author
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 15.1B
Pitch Price
JPY 1.4K
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.34
P/E
24.50
EV/Sales
3.47
Sector
Software
Category
value
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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