<- Go home

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

Show full summary:
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.

Read full article (5 min)