Added to YB: 2026-09-04
Pitch date: 2026-09-02
4493.T [bullish]
Cyber Security Cloud, Inc.
-2%
current return
Author Info
No bio for this author
Company Info
Cyber Security Cloud, Inc. provides web application security services in Japan. The company provides Waf Charm, a service that automatically operates a WAF provided in the public cloud using AI and big data; CloudFastener, a fully managed security service that manages and operates various AWS security services; sasanka, a software protection for web APIs; and CSC managed rules for AWS WAF.
Market Cap
JPY 18.2B
Pitch Price
JPY 1.8K
Price Target
5.1K (+183%)
Dividend
N/A
EV/EBITDA
10.66
P/E
19.35
EV/Sales
2.71
Sector
Software
Category
growth
Cyber Security Cloud (TSE: 4493) — The Quiet Japanese Gatekeeper of the Cloud
4493.T: Cyber Security Cloud leads Japan’s cloud WAF and WAF managed-operation categories, with 85% recurring revenue, ~20% ROE and net cash equal to ~17% of market value. At ¥1,940, it trades near 20x estimated 2026 earnings, or 17x excluding cash; a ¥5,100 target implies ~38% annualized over three years. Slowing ARR and behind-plan CloudFastener execution are the key risks.
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