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
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.
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