Tobila Systems Inc.

4441 トビラシステムズ株式会社

Communication Equipment · Standard · TSE: Disclosed

PRICE: ¥1,264 · MKT CAP: ¥13.5B · P/E: 20.5x · P/B: 4.92x · DIV YIELD: 1.7%

PRICE — 5Y

Characteristics & Business Summary

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. It also provides TobilaPhone Biz, a service that enables the use of convenient functions...

Income Statement Highlights (¥ Million, except EPS/DPS in ¥)

Fiscal Period	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025
Net Sales	1,425	1,682	2,061	2,406	2,805
Operating Profit	580	541	683	832	899
Ordinary Profit	578	532	679	830	907
Net Profit	386	322	518	602	626
EPS	¥37	¥30	¥49	¥57	¥59
DPS	¥13	¥11	¥17	¥20	¥21

Balance Sheet & Valuation Highlights

Total Assets ¥5B

Net Assets (Equity) ¥3B

Equity Ratio 48.2%

ROE (Return on Equity) 24.2%

Cash & Equivalents ¥4B

Interest-Bearing Debt ¥0B

Capital Expenditure (CapEx) ¥0B

Depreciation & Amort. ¥0B

Major Shareholders

1. 明田篤 45.6%
2. ＩＮＴＥＲＡＣＴＩＶＥＢＲＯＫＥＲＳＬＬＣ（常任代理人インタラクティブ・ブローカーズ証券株式会社） 7.8%
3. Custody Bank of Japan, Ltd. (Trust Account) 6.3%
4. BNY Mellon (Nominee) 3.3%
5. 有限会社石雄 1.7%
6. BNY Mellon (Nominee) 1.6%
7. 木下圭一郎 1.3%
8. SBI Securities Co., Ltd. 0.9%
9. 坂倉翼 0.8%
10. Rakuten Securities, Inc. 0.8%

Activist Activity

Atsushi Akita 43.17%

2026-03-12 · correction

Atsushi Akita 43.17%

2026-03-03 · change

Smoak Capital Management, LLC 7.34%

2026-02-04 · change

Smoak Capital Management, LLC 6.33%

2025-12-18 · correction

Smoak Capital Management, LLC 6.33%

2025-12-17 · change

Historical Per-Share Data & Valuation Ratios

Per Share Metric	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025
Revenues per share	¥136	¥158	¥194	¥226	¥264
FCF/Share	¥46	¥57	¥107	¥118	¥160
EPS	¥37	¥30	¥49	¥57	¥59
DPS	¥13	¥11	¥17	¥20	¥21
Capital Spending per share	¥1	¥3	¥8	¥4	¥5
Book Value per share	¥142	¥161	¥201	¥228	¥243
Common Shares Outstanding	10M	11M	11M	11M	11M

Financial Aggregates & Margins

Financial Aggregate	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025
Revenues (Net Sales)	¥1B	¥2B	¥2B	¥2B	¥3B
Operating Margin (%)	40.7%	32.2%	33.1%	34.6%	32.0%
Net Profit (owners)	¥0B	¥0B	¥1B	¥1B	¥1B
Net Profit Margin (%)	27.1%	19.1%	25.1%	25.0%	22.3%
Working Capital	¥1B	¥1B	¥1B	¥2B	¥2B
Total Debt (Interest-bearing)	¥0B	¥0B	¥0B	¥0B	¥0B
Net Worth (Common Equity)	¥1B	¥2B	¥2B	¥2B	¥3B
Return on Total Assets (ROA)	17.8%	12.1%	14.2%	13.8%	11.6%
Return on Common Equity (ROE)	25.9%	18.8%	24.2%	24.8%	24.2%

Business Summary & Analysis

Capital Strategy Targets

No active capital policy disclosure records found.