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
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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