Added to YB: 2025-11-25
Pitch date: 2025-11-07
4441.T [bullish]
Tobila Systems Inc.
+62.43%
current return
Author Info
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Company Info
Tobila Systems Inc. develops and sells nuisance call filter products in Japan. The company offers spam call filter products for mobiles, landlines, and business phones.
Market Cap
JPY 16.3B
Pitch Price
JPY 937.00
Price Target
2.0K (+31%)
Dividend
1.27%
EV/EBITDA
11.20
P/E
25.76
EV/Sales
3.54
Sector
Software
Category
growth
Full CEO Interview | 55% FCF margins | 26% ROE - Tobila Systems Inc.
4441.T (upgrade): Japan's fraud-filtering gatekeeper w/ 98% detection accuracy, 55% FCF margin, 30%+ op margin. Mobile filtering 67.5% sales, growing business phone segment 23.4%. CEO targets 2.2x revenue by 2028 (~38% CAGR). Key risk: Trend Micro competition. Upgraded target ¥2,000/share.
Read full article (15 min)