Added to YB: 2025-12-10
Pitch date: 2025-10-09
3994.T [bullish]
Money Forward, Inc.
-21.54%
current return
Author Info
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Company Info
Money Forward, Inc. provides financial solutions for individuals, financial institutions, and corporations primarily in Japan.
Market Cap
JPY 226.5B
Pitch Price
JPY 5.5K
Price Target
15.7K (+272%)
Dividend
N/A
EV/EBITDA
N/A
P/E
-37.48
EV/Sales
5.02
Sector
Software
Category
value
Show full summary:
Money Forward, Inc. - $3994.T
3994.T: Japan's largest SME cloud accounting vendor with <3% market penetration trading at 40-80% discount to peers. ValueAct's 5% stake signals potential activist-led focus on core products & margin expansion. Path to 50%+ EBITDA margins like peer Fortnox. 90% upside to Xero parity, 4x+ on MBO at Fortnox multiples.
Read full article (5 min)