Professional
Added to YB: 2025-08-13
Pitch date: 2025-08-12
215A.T [bullish]
Timee, Inc.
-42.3%
current return
Author Info
Company Info
Timee, Inc. plans, develops, and operates a part-time job platform in Japan. The company offers Timee, a part-time job matching service between clients and workers; Timee Career Plus, is a full-time recruitment service for registered workers which provides career consultation and supports career development; It also provides Spotwork Institute, which shares information on activities and initiatives with local governments and organizations, as well as spotwork surveys and research.
Market Cap
JPY 116.4B
Pitch Price
JPY 2.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.28
P/E
23.39
EV/Sales
3.33
Sector
Professional Services
Category
growth
Timee Investment Thesis
215A.T: Japan's leading on-demand labor marketplace (75% share) w/ 11M workers, 350K employers. Strong network effects (88% fill rate vs 40-50% competitors), 94% recurring revenue. Only 2% penetration in core verticals. ¥35B revenue (95% GM, 18-20% OM), growing 30% w/ path to 30-40% margins. Trading 30x OP w/ 15-25% 5yr revenue CAGR potential.
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