Added to YB: 2026-10-08
Pitch date: 2026-10-06
4475.T [bullish]
Hennge K.K.
+4.81%
current return
Author Info
JII Compounders writes about Japanese compounders, IR, capital allocation, and the gap between how companies explain themselves and how investors actually hear them. Sign up for the newsletter.
Company Info
Hennge K.K. provides cloud security services worldwide. The company offers HENNGE One IdP Edition, an identity and access management solution that offers single sign-on; HENNGE One E-Mail Security Edition, a solution that prevents ransomware, fraud, and targeted attacks to enterprise, as well as stops sending of E-Mails to unintended accounts; Customers Mail Cloud, a cloud-based email delivery service; and HENNGE Lock provides flexible solutions to OTP.
Market Cap
JPY 52.1B
Pitch Price
JPY 1.9K
Price Target
N/A
Dividend
0.36%
EV/EBITDA
20.41
P/E
31.72
EV/Sales
3.60
Sector
IT Services
Category
growth
HENNGE Launches HENNGE AI
4475.T: HENNGE’s nearer revenue opportunity is published HENNGE One price increases, with existing customers renewing at higher rates from April 2027; its planned corporate-AI gateway, targeted by September 2027, extends the suite sold through existing relationships. HENNGE One has 3.149m users and ¥12.52bn ARR, up 16.7%. At ¥1,671, shares trade at 33.4x FY2026 guided EPS; dilution, spending, downgrades and gateway competition could reduce the payoff.
Read full article (4 min)