Professional
Added to YB: 2025-12-01
Pitch date: 2025-11-26
215A.T [neutral]
Timee, Inc.
+4.07%
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 platform; Timee Career Plus, which provides career consultation, reskilling courses, and support career development; and Timee Lab, a media site to spot work.
Market Cap
JPY 140.1B
Pitch Price
JPY 1.4K
Price Target
4.4K (+207%)
Dividend
N/A
EV/EBITDA
20.64
P/E
30.07
EV/Sales
4.23
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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