Added to YB: 2025-11-14
Pitch date: 2025-11-13
215A.T [neutral]
Timee, Inc.
-6.47%
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 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
N/A
Dividend
N/A
EV/EBITDA
20.64
P/E
30.07
EV/Sales
4.23
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)