Added to YB: 2025-01-31
Pitch date: 2025-01-31
4165.T [bullish]
PLAID,Inc.
Author Info
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Company Info
PLAID,Inc. develops and operates KARTE, a customer experience SaaS platform in Japan. It also provides professional services for enterprise to support system development and operation for KARTE platform; EmotionTech CX, a customer experience (CX) survey and analysis support service to improve CX and customer loyalty; and EmotionTech EX, an employee experience (EX) survey and analysis support service to improve employee engagement.
Market Cap
JPY 35.1B
Pitch Price
N/A
Price Target
1.6K
Dividend
N/A
Sector
Software
Category
growth
PLAID,Inc. - $4165.T
4165.T: Leading Japanese marketing automation SaaS. 20%+ ARR growth, Y13.5M ARPC. Trades at 3.1x EV/TTM ARR vs peers 5x+. 60-90% upside potential. Risks: lower upsell/cross-sell, market size. Focus on large accounts improved NRR to 111.4%. Price hike impact in FY26. Est. value Y1,400-Y1,650 at 6-7x EV/TTM ARR.
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