Professional
Added to YB: 2025-08-13
Pitch date: 2025-08-12
215A.T [bullish]
Timee, Inc.
-37.21%
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 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 2.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.64
P/E
30.07
EV/Sales
4.23
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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