Added to YB: 2026-09-17
Pitch date: 2026-09-14
3733.T [bullish]
Software Service, Inc.
Author Info
No bio for this author
Company Info
Software Service, Inc. engages in providing electric medical record, hospital total ordering, and other systems.
Market Cap
JPY 59.7B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.84
P/E
10.75
EV/Sales
0.95
Sector
Health Care Technology
Category
value
Lindsell Train Japanese Equities Fund Portfolio Holding: Software Service, Inc.
3733.T: Software Service’s hospital IT franchise combines high-90% retention with revenue doubling and operating profit more than doubling since 2020, yet trades below 1x EV/sales and at a single-digit P/E. Cash equals 25% of market capitalization, debt is zero, and a ¥3.54bn buyback covers 5-6% of shares. Growth is more modest than a decade ago, but revenue can exceed 5% growth with potential margin expansion.
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