Added to YB: 2024-05-22
Pitch date: 2024-05-21
4058.T [bullish]
Toyokumo, Inc.
+39.28%
current return
Author Info
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Company Info
Toyokumo, Inc. develops and provides cloud services in Japan. It offers Safety Confirmation Service II, a safety confirmation system that enables discussions and instructions in an emergency; NotePM, a service that allows for centralized management of knowledge and know-how; Toyokumo Scheduler, a group scheduler that enables coordination of schedules with external partners; FormBridge, an input to kintone from a web form; and kViewer to create a web page to publish kintone data.
Market Cap
JPY 20.4B
Pitch Price
JPY 1.5K
Price Target
2.1K (+1%)
Dividend
N/A
EV/EBITDA
8.64
P/E
18.88
EV/Sales
3.30
Sector
Software
Category
growth
Toyokumo, Inc. - $4058.T
$4058.T Toyokumo: Sticky SaaS w/ <1% churn. '18-'23 CAGR: Rev 38%, EBIT 45%. '23: 25% Rev growth, 37% EBIT growth, 36% margin, 37% ROIC. Net cash, no LT debt. 49% CEO owned. 15.8x LTM EV/EBIT, 13.8x NTM. Safety service & kintone extensions power growth. Risks: kintone reliance, growth concerns.
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