Added to YB: 2026-05-21
Pitch date: 2026-04-20
4478.T [neutral]
freee K.K.
Author Info
No bio for this author
Company Info
freee K.K. engages in the provision of cloud-based accounting and HR software solutions in Japan. The company offers freee accounting, an integrated cloud-based accounting software for proprietors and corporations; freee HR and labor an integrated cloud-based human resources and labor management software for corporations; freee Sales an integrated cloud-based sales management software for proprietors and corporations; and Freee Tax Return, a cloud-based tax return software to accounting firms and small businesses.
Market Cap
JPY 129.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
188.74
EV/Sales
2.68
Sector
Software
Category
growth
Cooper Investors Global Equities Fund Portfolio Holding: Freee K.K.
4478.T (holding update): Japan cloud accounting/HR software for SMBs, akin to Japanese Xero. Down 30% YTD despite FY Jun 26 rev +26%, op profit +34%, on track for FY Jun 28 FCF targets. Long-term AI disruption risk unclear—could deepen software engagement or bypass tools entirely. Handicapping 10yr competitive position difficult amid rapid AI advancement.
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