Added to YB: 2025-01-31
Pitch date: 2025-01-31
4165.T [bullish]
PLAID,Inc.
-26.91%
current return
Author Info
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Company Info
PLAID,Inc. develops and operates KARTE, a customer experience (CX) SaaS platform in Japan. It provides KARTE CX platform, which provides real-time analytics for on-site personalization, multi-channel campaigns, and targeted ad delivery; PLAID ALPHA, which delivers data-driven strategic planning and implementation; STUDIO ZERO, a strategic planning and business development service; EmotionTechCX, a survey and analysis service for customer loyalty and CX; and EmotionTechEX, a survey and analysis service for employee engagement and organizational transformation.
Market Cap
JPY 22.8B
Pitch Price
JPY 825.00
Price Target
1.6K (+170%)
Dividend
N/A
EV/EBITDA
14.09
P/E
22.72
EV/Sales
1.39
Sector
Software
Category
growth
PLAID,Inc. - $4165.T
4165.T: Leading Japanese marketing automation SaaS. 20%+ ARR growth, Y13.5M ARPC. Trades at 3.1x EV/TTM ARR vs peers 5x+. 60-90% upside potential. Risks: lower upsell/cross-sell, market size. Focus on large accounts improved NRR to 111.4%. Price hike impact in FY26. Est. value Y1,400-Y1,650 at 6-7x EV/TTM ARR.
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