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Added to YB: 2025-11-14

Pitch date: 2025-11-13

215A.T [neutral]

Timee, Inc.

-14.05%

current return

Author Info

No bio for this author

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

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’s Moat Just Got Deeper – The Anatomy of a Winner-Takes-Most Marketplace

215A.T (update): Mercari exited spot-work market after 2yr failed challenge despite 23M users & capital; CLSA data shows Timee's 1.6x placement-to-worker ratio vs competitors' 0.1x, demonstrating unbreachable network liquidity moat. Stock down on Q3 growth decel but structural dominance intact.

Read full article (8 min)