Professional
Added to YB: 2024-08-02
Pitch date: 2024-06-30
4684.T [bullish]
OBIC Co.,Ltd.
+22.04%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
OBIC Co.,Ltd., together with its subsidiaries, provides system integration, system support, office automation, and package software services.
Market Cap
JPY 2.0T
Pitch Price
JPY 4.1K
Price Target
N/A
Dividend
1.54%
EV/EBITDA
22.01
P/E
31.48
EV/Sales
15.43
Sector
IT Services
Category
growth
Show full summary:
Bell Asset Management New Portfolio Holding: OBIC Co.,Ltd.
OBIC: #1 ERP for Japan SMEs (30% share), 99% retention rate. 63.5% op margin FY24, cloud shift. Growth opps in large corps vs Oracle/Fujitsu/SAP. 10%+ annual earnings growth expected. Strong cash flow & balance sheet. Valuation at 5-year lows. Leading customer satisfaction, consistent margin improvement.
Read full article (1 min)