Added to YB: 2026-09-03
Pitch date: 2026-09-01
3733.T [bullish]
Software Service, Inc.
+1.53%
current return
Author Info
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Company Info
Software Service, Inc. engages in providing electric medical record, hospital total ordering, and other systems.
Market Cap
JPY 61.3B
Pitch Price
JPY 12.4K
Price Target
17.7K (+41%)
Dividend
N/A
EV/EBITDA
4.62
P/E
10.97
EV/Sales
0.88
Sector
Health Care Technology
Category
value
Japanese company trading at 4x EBITDA that is cannibalizing itself - Software Service, Inc.
3733.T: Software Service pairs a sticky base of 1,031 Japanese hospitals and 10-15% growth with a 20% operating margin, no debt and a 4.1x EV/EBITDA valuation. Its order book rose 34.4%, while the company repurchased nearly 13% of its capital in five months; buybacks plus the projected dividend returned nearly 16% of market capitalization. Hardware-driven margin pressure, weak hospital finances, limited governance and the possibility of prolonged illiquidity are the principal offsets.
Read full article (7 min)