OBIC Business Consultants sells ERP and accounting software packages, most prominently the OBIC7 suite, along with the services that come with implementing them for Japanese mid-sized and large enterprises. Its edge is the recurring base of maintenance and subscription revenue that builds up as installed systems stay in place for years, which helps explain the 84.8% gross margin and 47.6% operating margin in the data we have. Revenue growth of 13.8% is the number to test against that franchise: the question is whether new customer wins and cloud migration can keep compounding at that pace. The stock trades at 36.8x trailing and 39.0x forward earnings, so the multiple already assumes sustained growth, and it is worth a look only if you believe the cloud and service expansion can carry that. The ROE of 11.5% is modest for a business with margins like these, which suggests a large equity base or cash build-up, and that is a point to check in the balance sheet before going further.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | ¥9170 | first publication | ¥9414 |
Answered from OBIC Business Consultants Co., Ltd. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 4733.T OBIC Business Consultants Co., Ltd. | ¥9420.00 | - | - | 37.4x | 11.5% | 81 | 65 |
| LTTS.NS L&T Technology Services Limited | ₹3954.80 | - | - | 31.0x | - | 81 | 57 |
| 2327.T NS Solutions Corporation | ¥4252.00 | - | - | 24.9x | 11.7% | 63 | 63 |
| MPHASIS.NS Mphasis Limited | ₹2499.50 | - | - | 25.0x | 17.7% | 72 | 61 |
| 4812.T Dentsu Soken Inc. | ¥2871.00 | - | - | 31.9x | 17.5% | 68 | 71 |
| 3626.T TISI Inc. | ¥4460.00 | - | - | 20.3x | 15.4% | 68 | 67 |
| 8056.T BIPROGY Inc. | ¥5168.00 | - | - | 16.1x | 17.4% | 60 | 47 |
Where 4733.T ranks against its sector peers on each metric.