JAC Recruitment Co., Ltd. (JP:2124)
:2124
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JAC Recruitment Co., Ltd.
(2124)
Select Model
Select Model
Rating:75Outperform
Price Target:
¥1,015.00
▼(-4.69% Downside)
Action:ReiteratedDate: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
Multi-year Revenue Growth
Consistent multi-year revenue growth (17.7% recent growth) indicates durable demand for the firm's professional and mid-to-senior placement services. Sustained top-line expansion improves scale economics, supports reinvestment in client coverage, and underpins predictable fee generation over the medium term.
Negative Factors
Earnings and Margin Volatility
Historical dips in net margin (notably in 2024) show profitability can be uneven despite overall improvement. For a placement-driven business, single-year margin swings can persist, making near-term earnings less predictable and complicating planning for hiring, compensation, and operating expense levels.
Read all positive and negative factors
Positive Factors
Negative Factors
Multi-year Revenue Growth
Consistent multi-year revenue growth (17.7% recent growth) indicates durable demand for the firm's professional and mid-to-senior placement services. Sustained top-line expansion improves scale economics, supports reinvestment in client coverage, and underpins predictable fee generation over the medium term.
Read all positive factors
JAC Recruitment Co., Ltd. (2124) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥139.85B
Dividend Yield2.38%
Average Volume (3M)234.20K
Price to Earnings (P/E)20.1
Beta (1Y)0.46
Revenue Growth20.17%
EPS Growth32.32%
CountryJP
Employees2,063
SectorIndustrials
Sector Strength72
IndustryStaffing & Employment Services
Share Statistics
EPS (TTM)8.74
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 TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)60.98
Revenue Forecast (FY)¥53.66B
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 generates revenue primarily through recruitment services, which include fees charged to employers for successfully placing candidates in permanent and temporary positions. The company typically earns a percentage of the candidate's...
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
Negative
1065.00
Price Trends
913.64
Negative
982.93
Negative
1001.11
Negative
Market Momentum
-16.76
Negative
41.66
Neutral
49.59
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2124, the sentiment is Negative. The current price of 1065 is above the 20-day moving average (MA) of 862.30, above the 50-day MA of 913.64, and above the 200-day MA of 1001.11, indicating a bearish trend. The MACD of -16.76 indicates Negative momentum. The RSI at 41.66 is Neutral, neither overbought nor oversold. The STOCH value of 49.59 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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 |
|---|---|---|---|---|---|---|---|
85 Outperform | ¥251.43B | 16.33 | 28.98% | 5.57% | 4.09% | 17.10% | |
79 Outperform | ¥118.19B | 13.47 | ― | 7.51% | 8.28% | -36.32% | |
75 Outperform | ¥139.85B | 20.10 | ― | 2.38% | 20.17% | 32.32% | |
73 Outperform | ¥9.40T | 21.38 | 27.29% | 0.27% | 1.23% | 26.94% | |
66 Neutral | ¥529.90B | 15.57 | 19.18% | 3.59% | 6.95% | 13.63% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
42 Neutral | ¥71.79B | -1,275.30 | -6.02% | 0.77% | -9.70% | -108.59% |
* Industrials Sector Average
JP:2124
JAC Recruitment Co., Ltd.
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JAC Recruitment Co., Ltd. Corporate Events
JAC Recruitment Sets Director Slate Ahead of March 2026 Shareholders Meeting
Feb 13, 2026
JAC Recruitment has announced its slate of director nominees for approval at the 39th Annual General Meeting of Shareholders scheduled for March 26, 2026, maintaining continuity in core management roles. The company plans to reappoint key executiv...
JAC Recruitment to Grant Restricted Treasury Shares to Directors as Part of Expanded Equity Pay Plan
Feb 13, 2026
JAC Recruitment will dispose of up to 43,300 treasury shares on 12 March 2026 as restricted stock compensation to 13 non-executive sales directors and directors, with a maximum aggregate value of ¥44.89 million and a disposal price initially ...
JAC Recruitment Publishes 2025 Domestic Net Sales and Operational Data
Feb 13, 2026
JAC Recruitment Co., Ltd. has released monthly consolidated net sales and related performance data for its domestic recruitment business for the twelve months ended 31 December 2025. The disclosure covers JAC Recruitment, JAC International, and Va...
JAC Recruitment Sets Three-Year Plan to Boost Growth and Capital Efficiency
Feb 13, 2026
JAC Recruitment Co., Ltd. has unveiled a three-year medium-term management plan starting in 2026 that targets becoming a global leader in recruitment consulting for both service quality and profitability. The strategy centers on aggressive growth ...
JAC Recruitment Delivers Record Revenue and Profit in FY2025
Feb 13, 2026
JAC Recruitment Co., Ltd. reported revenue of ¥46.08 billion for the fiscal year ended 4Q FY2025, a 17.7% year-on-year increase, and profit of ¥8.4 billion, up 49.7% from the previous year. Both topline and bottom-line figures surpassed ...
JAC Recruitment Posts Surge in FY2025 Profit and Lifts Dividend, Signals Steady Growth for 2026
Feb 13, 2026
JAC Recruitment reported strong results for the fiscal year ended 31 December 2025, with net sales rising 17.7% to ¥46.1 billion and profit attributable to owners of parent jumping 49.7% to ¥8.4 billion, driving higher returns on equity ...
JAC Recruitment Books ¥688 Million Extraordinary Loss on Subsidiary, No Hit to Consolidated Earnings
Feb 13, 2026
JAC Recruitment Co., Ltd., a listed Japanese recruitment firm, has disclosed that its consolidated subsidiary VantagePoint K.K., which operated in the domestic recruitment business, ceased business activities by the end of November 2025 and entere...
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.