JAC Recruitment Co., Ltd. (JP:2124)
:2124
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JAC Recruitment Co., Ltd.
(2124)
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Rating:75Outperform
Price Target:
¥927.00
▼(-12.96% Downside)
Action:Reiterated
Date:02/18/26
Overall score is driven by very strong financial performance (growth, margins, cash generation, and minimal leverage) and a supportive dividend/reasonable P/E, partially offset by weak technical signals (downtrend with negative momentum despite oversold readings).
Positive Factors
Conservative balance sheet
Near-zero debt and expanding equity/assets give the company durable financial flexibility. Low leverage reduces refinancing and interest risk, enabling reinvestment, acquisitive optionality, and steady capital returns over the next several months even if revenues fluctuate.
Negative Factors
Earnings and margin variability
Documented year-to-year swings (notably the 2024 dip) signal that revenue recognition and placement timing drive earnings volatility. Such variability complicates forecasting and budgeting over the medium term and can pressure stakeholder confidence during weaker placement periods.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet
Near-zero debt and expanding equity/assets give the company durable financial flexibility. Low leverage reduces refinancing and interest risk, enabling reinvestment, acquisitive optionality, and steady capital returns over the next several months even if revenues fluctuate.
Read all positive factors
JAC Recruitment Co., Ltd. (2124) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥143.47B
Dividend Yield2.38%
Average Volume (3M)234.20K
Price to Earnings (P/E)14.9
Beta (1Y)0.43
Revenue Growth15.54%
EPS Growth40.98%
CountryJP
Employees2,063
SectorIndustrials
Sector Strength72
IndustryStaffing & Employment Services
Share Statistics
EPS (TTM)44.16
Shares Outstanding165,557,200
10 Day Avg. Volume210,170
30 Day Avg. Volume234,196
Financial Highlights & Ratios
PEG Ratio0.40
Price to Book (P/B)7.56
Price to Sales (P/S)3.66
P/FCF Ratio17.99
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥1,300.00Price Target Upside22.07% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)58.82
Revenue Forecast (FY)¥52.75B
JAC Recruitment Co., Ltd. Business Overview & Revenue Model
Company Description
JAC Recruitment Co., Ltd. operates as a recruitment consultancy in Japan. The company provides recruitment services for job positions, such as specialists and middle management positions. It also provides its services under the JAC Recruitment, JA...
How the Company Makes Money
JAC Recruitment primarily makes money by providing recruitment services to employers and earning fees when it successfully places candidates into client companies. Its core revenue stream is success-based placement fees (contingent search), where ...
JAC Recruitment Co., Ltd. Financial Statement Overview
Summary
Income Statement
90
Very Positive
Balance Sheet
95
Very Positive
Cash Flow
88
Very Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 43.31B | 46.09B | 39.16B | 34.48B | 30.43B | 24.85B |
| Gross Profit | 39.63B | 42.25B | 35.60B | 31.16B | 27.48B | 22.49B |
| EBITDA | 11.50B | 12.15B | 9.75B | 8.88B | 7.62B | 6.33B |
| Net Income | 7.01B | 8.40B | 5.61B | 5.98B | 5.03B | 3.88B |
Balance Sheet | ||||||
| Total Assets | 26.29B | 30.89B | 26.01B | 23.52B | 22.08B | 18.93B |
| Cash, Cash Equivalents and Short-Term Investments | 18.09B | 23.31B | 19.05B | 16.77B | 14.88B | 12.93B |
| Total Debt | 0.00 | 0.00 | 307.00M | 353.00M | 449.00M | 2.00M |
| Total Liabilities | 7.82B | 8.55B | 7.92B | 6.30B | 6.50B | 5.57B |
| Stockholders Equity | 18.47B | 22.34B | 18.09B | 17.22B | 15.59B | 13.37B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 9.39B | 7.93B | 6.93B | 5.60B | 5.06B |
| Operating Cash Flow | 0.00 | 9.57B | 8.12B | 7.09B | 5.91B | 5.09B |
| Investing Cash Flow | 0.00 | -8.78B | -607.00M | -461.00M | -944.00M | -436.00M |
| Financing Cash Flow | 0.00 | -4.61B | -5.31B | -4.84B | -3.17B | -5.40B |
JAC Recruitment Co., Ltd. Technical Analysis
Positive
1065.00
Price Trends
858.24
Positive
912.35
Negative
976.40
Negative
Market Momentum
0.19
Negative
55.67
Neutral
54.26
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2124, the sentiment is Positive. The current price of 1065 is above the 20-day moving average (MA) of 852.35, above the 50-day MA of 858.24, and above the 200-day MA of 976.40, indicating a neutral trend. The MACD of 0.19 indicates Negative momentum. The RSI at 55.67 is Neutral, neither overbought nor oversold. The STOCH value of 54.26 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2124.
JAC Recruitment Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | ¥14.72T | 30.04 | 27.29% | 0.27% | 3.93% | 29.13% | |
75 Outperform | ¥143.47B | 14.92 | ― | 2.38% | 15.54% | 40.98% | |
74 Outperform | ¥231.28B | 15.52 | 28.98% | 5.57% | 3.47% | 18.14% | |
69 Neutral | ¥522.63B | 12.15 | 19.18% | 3.59% | 7.21% | 20.34% | |
69 Neutral | ¥107.61B | 13.95 | ― | 7.51% | -14.32% | -17.67% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
42 Neutral | ¥56.32B | -12.49 | -6.02% | 0.77% | -3.21% | -104.97% |
* Industrials Sector Average
JP:2124
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JAC Recruitment Co., Ltd. Corporate Events
JAC Recruitment Publishes Monthly Domestic Net Sales Data for Q1 2026
May 13, 2026
JAC Recruitment Co., Ltd. has released monthly consolidated net sales and related performance data for its domestic recruitment business for the three months ended 31 March 2026. The disclosure, which covers JAC Recruitment, JAC International, and...
JAC Recruitment Delivers Strong Start to FY2026 With Profits Up Nearly 30%
May 13, 2026
JAC Recruitment Co., Ltd. reported first-quarter fiscal 2026 consolidated results showing revenue of ¥13.54 billion and gross profit of ¥12.59 billion, both rising about 15% year on year and reaching roughly half of its first-half foreca...
JAC Recruitment Posts Double-Digit Q1 Profit Growth and Plans Higher Dividend
May 13, 2026
JAC Recruitment reported strong consolidated results for the first quarter ended March 31, 2026, with net sales rising 14.8% year on year to ¥13.54 billion and profit attributable to owners of parent jumping 28.5% to ¥3.00 billion. Earni...
JAC Recruitment Completes Restricted Stock Grant to Executive Directors
Apr 13, 2026
JAC Recruitment has completed the payment procedures for the disposal of 25,500 shares of its treasury stock as restricted stock remuneration to executive directors. The shares, priced at 856 yen each for a total value of 21.83 million yen, were a...
JAC Recruitment Grants Restricted Treasury Shares to Executive Directors
Mar 26, 2026
JAC Recruitment has approved the disposal of 25,500 shares of its treasury stock as restricted stock remuneration for two executive directors, priced at 856 yen per share for a total of 21.83 million yen. The move is part of a stock-based compensa...
JAC Recruitment Revises FY2025 Cash Figures and Segment Structure
Mar 26, 2026
JAC Recruitment Co., Ltd. has corrected previously disclosed consolidated financial results for the fiscal year ended 31 December 2025, revising its year-end cash and cash equivalents figure from an increase of ¥2,284 million to a decrease of...
JAC Recruitment Completes Restricted Stock Grant to Directors
Mar 12, 2026
JAC Recruitment Co., Ltd. has completed the payment procedures for the disposal of 43,300 shares of its treasury stock, granted as restricted stock remuneration to 13 sales directors and other non-executive directors. The shares were disposed of a...
JAC Recruitment Sets Terms for Director Restricted Stock Compensation
Feb 24, 2026
JAC Recruitment has set the final conditions for disposing of 43,300 shares of its treasury stock as restricted stock remuneration for directors, pricing the shares at ¥1,014 each for total proceeds of ¥43,906,200. The company determined...
JAC Recruitment Sets Record Earnings, Lifts Dividends and Targets 15% Annual Growth
Feb 20, 2026
JAC Recruitment reported record revenue and net profit for the year to 31 December 2025, beating its initial plan and underscoring solid demand in its high-end recruitment niche. The company raised its full-year dividend to ¥36 per share, pla...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.