Added to YB: 2025-08-11
Pitch date: 2025-08-02
4441.T [bullish]
Tobila Systems Inc.
+29.94%
current return
Author Info
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Company Info
Tobila Systems Inc. develops and sells nuisance call filter products in Japan. The company offers spam call filter products for mobiles, landlines, and business use.
Market Cap
JPY 12.8B
Pitch Price
JPY 1.1K
Price Target
1.5K (+5%)
Dividend
1.57%
EV/EBITDA
8.38
P/E
20.78
EV/Sales
3.23
Sector
Software
Category
growth
Tobila Systems Inc. (TSE: 4441)
4441.T: Japanese anti-fraud tech firm w/ ~15M users. TTM margins: 70.9% gross, 35% op, 25% net. Strong ROIC 38-49%, ROE 26-27%. Attractive P/E 17.3x, P/FCF 7.1x vs peers >10x. 53.7% insider owned. Growth >15% YoY. Moats: proprietary database, carrier partnerships. Risks: domestic saturation, AI competition. 30%+ upside potential.
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