Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
2321.T
STRONG SELLREMOVESoftfront Holdings · Technology · Japan · $53M · Avg Vol: $134K/d
A microcap Japanese technology firm with weak profitability, no observable scale economics, and no alignment with our high-conviction macro themes.
COMPANY DESCRIPTION
Softfront Holdings is a software developer specializing in Voice over IP (VoIP), Session Initiation Protocol (SIP), and AI-driven voice communication solutions. The company's proprietary real-time communication protocols and AI voice bots are widely used to automate customer service and call center operations. It is a micro-cap software vendor targeting the digital transformation and automation markets.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2M | 5M | 6M | 5M | 29.7% |
| EPS | -0.01 | -0.01 | -0.06 | -0.02 | — |
| Shares | 31M | 31M | 31M | 45M | +47.6% |
| Debt | 203,128 | 127,431 | 62,418 | 0 | -44.6% |
| Equity | 3M | 3M | 827,437 | 8M | 36.5% |
| Op CF | 57,286 | -280,464 | 405,975 | 379,380 | 87.8% |
| Inv CF | 248,948 | -490,525 | -187,024 | -90,120 | — |
| Fin CF | 164,805 | -76,216 | 87,532 | 7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 2321.T are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 2321.T | Softfront Holdings(you) | $53M | 6 | STRONG SELL |
| 4192.T | SpiderPlus & Co. | $64M | 9 | STRONG SELL |
| 5246.T | ELEMENTS, Inc. | $100M | 9 | STRONG SELL |
| 4011.T | Headwaters Co.,Ltd | $88M | 12 | STRONG SELL |
| 3777.T | Environment Friendly Holdings Corp. | $109M | 10 | STRONG SELL |
| 4382.T | HEROZ, Inc. | $68M | 20 | STRONG SELL |
| 5248.T | TECHNOLOGIES, Inc. | $50M | 24 | SELL |
| NXTT | Next Technology Holding Inc. | $108M | 12 | STRONG SELL |
| 6047.T | Gunosy Inc. | $74M | 21 | SELL |
| 4344.T | Sourcenext Corporation | $104M | 15 | STRONG SELL |
Peer medians: ROE 12.4% · P/E 16.9x · Gross margin 33.1%