Professional
Added to YB: 2025-12-01
Pitch date: 2025-11-26
215A.T [neutral]
Timee, Inc.
-9.07%
current return
Author Info
Hayden Capital is an investment firm that follows a research-intensive, concentrated strategy. We travel the world, seeking to invest in growing businesses run by world-class founders. Sign up for the newsletter.
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 1.4K
Price Target
4.4K (+243%)
Dividend
N/A
EV/EBITDA
16.28
P/E
23.39
EV/Sales
3.33
Sector
Professional Services
Category
growth
Hayden Capital Portfolio Holding: Timee
215A.T (holding update): Japanese short-term job marketplace with 70-80% market share, +78% 3yr revenue CAGR, margins expanding from 2% to 22%. Beat Mercari's free competitor (40% vs 86% fill rate). Targeting 30-40% op margins long-term. Trading 4.7x 2030 EV/EBIT vs peers at 19x. 3x+ return potential from structural labor shortage.
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