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Added to YB: 2026-07-20

Pitch date: 2026-07-16

215A.T [bullish]

Timee, Inc.

+22.08%

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 154.1B

Pitch Price

JPY 1.5K

Price Target

N/A

Dividend

N/A

EV/EBITDA

18.97

P/E

33.69

EV/Sales

3.90

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)