Added to YB: 2026-09-11
Pitch date: 2026-09-09
3661.T [bullish]
m-up holdings, Inc.
Author Info
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Company Info
m-up holdings, Inc. engages in the development and distribution of mobile and PC content, and e-commerce businesses in Japan.
Market Cap
N/A
Pitch Price
N/A
Price Target
2.3K
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Software
Category
growth
m-up Holdings (TSE: 3661): Fanplus community software at 16x earnings growing+15%
3661.T: m-up owns integrated fan-club, commerce and ticketing infrastructure with recurring subscriptions, low customer-acquisition costs and artist-level switching costs. At ¥843, it trades at 16.8x FY3/27 guidance after eight consecutive growth years and offers a guided 2.9% yield. The three-year base case reaches ¥95 EPS and ¥2,280 at 24x, implying roughly 40% annual returns, while artist concentration and royalty pressure are genuine risks.
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