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
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)