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Added to YB: 2026-07-20

Pitch date: 2026-07-16

215A.T [bullish]

Timee, Inc.

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 148.0B

Pitch Price

N/A

Price Target

N/A

Dividend

N/A

EV/EBITDA

19.11

P/E

30.40

EV/Sales

3.75

Sector

Professional Services

Category

growth

Show full summary:
Seven Samurai: My Highest-Conviction Japanese Bets - TIMEE INC.

215A.T: Japanese spot-work app ('Tinder for casual jobs'), 80% market share in 8yrs, 12M workers, 30% take rate. Rev 77% 3yr CAGR (FY26 +28%), OP 280% CAGR. Tailwinds: staff shortage, aging pop, anti-immigration; spot mkt 18% CAGR. 25x P/OE FY27, 3.2x EV/S. Margin inflection 18%→25-30% + permanent hiring TAM expansion.

Read full article (2 min)