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Added to YB: 2026-05-18

Pitch date: 2026-05-14

4058.T [bullish]

Toyokumo, Inc.

-3.79%

current return

Author Info

No bio for this author

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 2.1K

Price Target

4.4K (+122%)

Dividend

N/A

EV/EBITDA

8.64

P/E

18.88

EV/Sales

3.30

Sector

Software

Category

growth

Show full summary:
Toyokumo (TSE: 4058) A Tiny Japanese SaaS Compounder with +27% growth and sub 20 PE

4058.T: Japanese SaaS w/ founder owning 49%, ¥4.86B rev (+54% YoY FY25), 96% gross margin, 22% net margin, 30% ROE, ¥2.6B net cash, zero debt. Kintone extensions + safety confirmation service (disaster alerts). Trading 20x trailing PE vs Fair PE 27x. 18% EPS CAGR → ¥160-165 EPS by FY28 = ¥4,400 target (25-30% IRR). Risk: AI cannibalization from Cybozu's kintone AI launch Jun 2026.

Read full article (11 min)