Added to YB: 2026-06-01
Pitch date: 2026-05-28
4493.T [neutral]
Cyber Security Cloud, Inc.
Author Info
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Company Info
Cyber Security Cloud, Inc. provides web application security services in Japan. The company provides Waf Charm, a service that automatically operates a WAF provided in the public cloud using AI and big data; CloudFastener, a fully managed security service that manages and operates various AWS security services; sasanka, a software protection for web APIs; and CSC managed rules for AWS WAF.
Market Cap
JPY 18.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.35
P/E
20.55
EV/Sales
2.92
Sector
Software
Category
growth
JII Compounders #12: Cyber Security Cloud 4493
4493.T (overview): SaaS cybersecurity protecting web apps via Shadan-kun firewall & WafCharm (auto AWS WAF mgmt). 90% recurring rev, ~1% monthly churn, 26% Q1 op margin vs 20% FY guide. 6 yrs straight 25%+ rev & op profit growth. 57% ARR AWS-linked but sticky (4035 users, 13/15 AWS Premier partners). 11.9x fwd EV/EBIT. Catalysts: price increases rolling out Q2-Q3, ¥450M buyback, ¥3.64B net cash, FY2030 targets ¥20B rev/¥4B op profit.
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