Professional
Added to YB: 2025-09-03
Pitch date: 2025-08-31
4374.T [neutral]
Robot Payment Inc.
-25.31%
current return
Author Info
Hurdle Rate is an Australian Unit Trust run by a CPA who shares global stock pitches on their website. Sign up for the newsletter.
Company Info
Robot Payment Inc., a subscription payment company, engages in the financial cloud and payment business in Japan.
Market Cap
JPY 9.5B
Pitch Price
JPY 1.5K
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.77
P/E
16.40
EV/Sales
1.04
Sector
Financial Services
Category
growth
Hurdle Rate Portfolio Holding: Robot Payment Inc.
4374.T (holding update): Robot Payment Q2 beat w/ H1 revenue +20%, profit +67%. Exceptional 65% annualized ROE. Just implemented 10% price hike on Subscription Pay (60% ARR) + 3% on Billing Mgmt Robot to boost margins. Conservative revenue guidance factors churn risk; opex rising for growth.
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