Timee, Inc. (JP:215A)
:215A
Want to see JP:215A full AI Analyst Report?
Top Page
Timee, Inc.
(215A)
Select Model
Select Model
Rating:70Outperform
Price Target:
¥1,244.00
▼(-3.79% Downside)
Action:Upgraded
Date:03/14/26
The score is primarily driven by strong financial performance, with high margins and improved profitability, supported by a generally sound balance sheet. This is tempered by weaker cash conversion metrics and mixed technicals (negative MACD and price below key longer-term averages). Valuation is moderate based on the provided P/E, with no dividend yield data to add support.
Positive Factors
High gross and operating margins
Exceptionally high gross margins and robust EBIT margins reflect durable software economics and pricing power. These margins provide structural capacity to fund R&D, sales expansion, and absorb cost inflation, supporting sustainable profitability over the medium term.
Negative Factors
Weak cash conversion
Profitability is strong, but relatively low conversion of net income into operating and free cash flow undermines internal funding capacity. Persistently weak cash conversion can constrain capex, M&A, or shareholder returns and raise reliance on external financing.
Read all positive and negative factors
Positive Factors
Negative Factors
High gross and operating margins
Exceptionally high gross margins and robust EBIT margins reflect durable software economics and pricing power. These margins provide structural capacity to fund R&D, sales expansion, and absorb cost inflation, supporting sustainable profitability over the medium term.
Read all positive factors
Timee, Inc. (215A) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥113.94B
Dividend YieldN/A
Average Volume (3M)6.73M
Price to Earnings (P/E)23.7
Beta (1Y)0.66
Revenue GrowthN/A
EPS GrowthN/A
CountryJP
Employees708
SectorTechnology
Sector Strength88
IndustrySoftware - Application
Share Statistics
EPS (TTM)53.54
Shares Outstanding100,743,000
10 Day Avg. Volume6,378,670
30 Day Avg. Volume6,726,960
Financial Highlights & Ratios
PEG Ratio0.32
Price to Book (P/B)10.19
Price to Sales (P/S)4.32
P/FCF Ratio67.43
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥1,700.00Price Target Upside31.48% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering4
EPS Forecast (FY)53.41
Revenue Forecast (FY)¥36.83B
Timee, Inc. Business Overview & Revenue Model
Company Description
Timee, Inc. designs and develops a part time work sharing application. It offers internet media software, application programs, and other products. The company was founded by Ryo Ogawa in August 2017 and is headquartered in Tokyo, Japan....
How the Company Makes Money
null...
Timee, Inc. Financial Statement Overview
Summary
Income Statement
85
Very Positive
Balance Sheet
78
Positive
Cash Flow
72
Positive
| Breakdown | Oct 2025 | Oct 2024 | Oct 2023 | Oct 2022 |
|---|---|---|---|---|
Income Statement | ||||
| Total Revenue | 34.29B | 26.88B | 16.14B | 6.22B |
| Gross Profit | 32.38B | 25.42B | 15.28B | 5.79B |
| EBITDA | 7.01B | 4.43B | 2.15B | 195.10M |
| Net Income | 5.31B | 2.80B | 1.80B | 256.75M |
Balance Sheet | ||||
| Total Assets | 33.61B | 26.58B | 17.80B | 8.79B |
| Cash, Cash Equivalents and Short-Term Investments | 14.23B | 12.24B | 8.00B | 3.98B |
| Total Debt | 11.92B | 11.43B | 8.18B | 2.86B |
| Total Liabilities | 19.07B | 17.48B | 11.60B | 4.40B |
| Stockholders Equity | 14.54B | 9.10B | 6.20B | 4.39B |
Cash Flow | ||||
| Free Cash Flow | 2.20B | 1.05B | -1.24B | -2.05B |
| Operating Cash Flow | 2.67B | 1.18B | -749.23M | -1.95B |
| Investing Cash Flow | -1.28B | -284.33M | -541.62M | -387.56M |
| Financing Cash Flow | 581.65M | 3.34B | 5.31B | 2.06B |
Timee, Inc. Technical Analysis
Negative
1293.00
Price Trends
1241.54
Negative
1275.34
Negative
1491.01
Negative
Market Momentum
-40.59
Positive
41.13
Neutral
27.78
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:215A, the sentiment is Negative. The current price of 1293 is above the 20-day moving average (MA) of 1203.95, above the 50-day MA of 1241.54, and below the 200-day MA of 1491.01, indicating a bearish trend. The MACD of -40.59 indicates Positive momentum. The RSI at 41.13 is Neutral, neither overbought nor oversold. The STOCH value of 27.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:215A.
Timee, Inc. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
82 Outperform | ¥115.29B | 10.90 | ― | 1.02% | 23.44% | 74.38% | |
70 Outperform | ¥113.94B | 23.68 | ― | ― | ― | ― | |
70 Outperform | ¥23.49B | 13.84 | ― | 4.58% | 6.58% | 35.23% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
60 Neutral | ¥6.18B | 20.75 | ― | ― | 18.87% | ― | |
55 Neutral | ¥134.05B | 1,327.31 | ― | ― | 30.48% | ― | |
54 Neutral | ¥239.97B | 24.12 | -19.16% | ― | 25.36% | ― |
* Technology Sector Average
JP:215A
Timee, Inc.
1,131.00
-698.00
-38.16%
JP:3994
Money Forward
4,311.00
-233.00
-5.13%
JP:4397
TeamSpirit, Inc.
374.00
-57.00
-13.23%
JP:4478
freee K.K.
2,246.00
-1,479.00
-39.70%
JP:4776
Cybozu, Inc.
2,513.00
-652.86
-20.62%
JP:9629
PCA Corporation
1,243.00
-437.04
-26.01%
Timee, Inc. Corporate Events
Timee to Shift Field Manager and Logi Hero Businesses to Subsidiary SukimaWorks
May 18, 2026
Timee, Inc. has approved a simplified absorption-type company split under which its field manager business and the sales operations for logistics solution Logi Hero will be transferred to wholly owned subsidiary SukimaWorks Inc., effective August ...
Timee Completes 1% Share Buyback, Signals Ongoing Flexible Repurchases
May 8, 2026
Timee, Inc. has completed a share repurchase program authorized by its board in March 2026, buying back 183,200 common shares between May 1 and May 7 through market purchases on the Tokyo Stock Exchange for a total of 224.41 million yen. Cumulativ...
Timee Sees Competitive, Regulatory Shifts Bolstering Spot Work Platform
May 8, 2026
Timee, Inc. has reassured investors that the recent trend of major restaurant chains developing in-house spot work platforms is unlikely to materially affect its business, citing its first-mover advantage, high fill rates, and strong network effec...
Timee Reports Progress on Tokyo Stock Exchange Share Buyback Program
May 7, 2026
Timee, Inc. has disclosed progress on its ongoing share repurchase program authorized by its board in March, buying back 653,100 common shares for 838,425,000 yen on the Tokyo Stock Exchange between April 1 and April 30, 2026. Cumulatively, as of ...
Timee Lifts Full-Year Outlook on Logistics and Retail Strength, Ramps Up Strategic Worker Investments
Apr 10, 2026
Timee has raised its full-year forecast for the fiscal year ending April 2026, citing strong demand from the logistics and retail industries, where earlier preparations and deeper penetration at major clients have boosted performance. The company ...
Timee Reports Initial Progress on ¥1.46 Billion Share Buyback Program
Apr 2, 2026
Timee, Inc. has disclosed the initial results of a share buyback program authorized by its board on March 25, 2026, under provisions of the Companies Act allowing repurchases under its articles of incorporation. Between March 26 and March 31, the ...
Timee Launches Share Buyback to Boost Capital Efficiency and EPS
Mar 25, 2026
Timee, Inc. has authorized a share buyback of up to 1,007,280 common shares, equivalent to about 1% of its outstanding stock, with a maximum total purchase value of ¥1.46 billion. The repurchases will take place on the Tokyo Stock Exchange be...
Timee Raises Full-Year Earnings Outlook on Strong Demand and Efficiency Gains
Mar 12, 2026
Timee, Inc. has revised upward its consolidated earnings forecasts for the six-month fiscal period ending April 30, 2026, citing stronger-than-expected performance in the first quarter and robust demand across key industries in the second quarter....
Timee Highlights Limited AI Impact on On-Site Staffing Platform
Mar 12, 2026
Timee emphasized that the vast majority of job openings on its platform are for on-site work that software AI cannot easily replace, significantly limiting the direct impact of generative and software AI adoption on its core business. As white-col...
Timee posts strong first consolidated quarter and lifts outlook for shortened fiscal year
Mar 12, 2026
Timee, Inc. reported consolidated net sales of ¥10.86 billion and profit attributable to owners of parent of ¥1.44 billion for the three months ended January 31, 2026, its first disclosed quarterly figures since adopting consolidated rep...
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.