Toyokumo, Inc. (4058.T)
ValueMarkers Composite Index
66% below intrinsic value ($34)
Toyokumo, Inc. (4058.T) — VMCI valuation read
Headline read on 4058.T: VMCI of 68/100 versus a Technology sector median of 50. The 18-point above-median position is what makes Toyokumo, Inc. a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on 4058.T: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.
**Investor frame.** Three reads on 4058.T: value (4058.T trades at 23.0x earnings, 28% above the Technology median of 18.0x), quality (ROIC of 11.0% sits 1.0pp above the Technology median (10.0%)), and risk (net debt to EBITDA of -2.3x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Technology 12.0x baseline.
4058.T rose 2.1% over the trailing 7 days, with a -4.3% read on a 30-day basis.
Toyokumo, Inc., a service company, engages in the development and provision of cloud services for businesses. It offers safety confirmation service 2, an automatic safety confirmation system; Form Bridge, a service to create forms to be published on the web; Print Creator, a service that uses the data registered in the kintone application to print out forms; kViewer, a linked service for publishing; kMailer, an email sending system that works with kintone; Data collect, a kintone collaboration service; kBackup, a service for data preservation; and Timestamp, a service to save electronic books. The company was founded in 2010 and is headquartered in Tokyo, Japan.
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