Added to YB: 2026-08-17
Pitch date: 2026-08-13
4441.T [neutral]
Tobila Systems Inc.
-0.14%
current return
Author Info
Trade Ideas Flow is an Ex-Equity PM & Quant (10y+ buy-side) curating the Open-Web Hedge Fund. Reading 100s of pitches weekly to find the signal. Sign up for the new newsletter.
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 1.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.34
P/E
24.50
EV/Sales
3.47
Sector
Software
Category
growth
Thursday Tailwinds #2: Aug 13, 2026 - Tobila Systems Inc.
4441.T (overview): Japanese fraud-prevention & call-recording co (~100 emp) serving Docomo/KDDI/SoftBank. Biz segment +60% rev, +70% billings; JP GAAP defers 5yr upfront cash over 60mo, so OCF ¥1,752M vs NI ¥626M. Renewal wave FY27 (~55% unit jump) in no forecast. Low-20s P/E, cultural/accounting fog. Risk: 60% rev from 4 carriers, KDDI repricing, flat security rev.
Read full article (4 min)