Added to YB: 2026-06-01
Pitch date: 2026-05-28
4449.T [bullish]
giftee Group, Inc.
+12.63%
current return
Author Info
No bio for this author
Company Info
giftee Group, Inc. engages in the creation, distribution, and sale of e-gifts. It sells its e-gifts online via smartphones and other devices.
Market Cap
JPY 33.4B
Pitch Price
JPY 1.2K
Price Target
2.5K (+92%)
Dividend
N/A
EV/EBITDA
9.43
P/E
49.75
EV/Sales
2.19
Sector
Interactive Media and Services
Category
growth
Giftee (TSE: 4449): The Quiet Japanese stock on the World's Gift-Giving Habit
4449.T: Founder-led e-gift platform (clips margin on GMV flow). FY25 rev ¥14.15B (+48% YoY), op profit ¥2.60B (+49%). FY26 guide: rev ¥16.95B (+20%), op profit ¥3.48B (+34%), 4th record profit yr. Stock -40% from high on soft Q1 (seasonal+investment noise). ROE 16.5%, 25x forward PE = ~30% annualized upside over 3yr. Moat: 2-sided merchant/client network. Risks: margin compression, int'l expansion delays, volatile stock. Catalysts: Q2+ reacceleration, YOUGotaGift GMV scaling, dividend increases.
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