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GAKUJO Co., Ltd.
(2301)
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Rating:78Outperform
Price Target:
¥1,810.00
▲(1.86% Upside)
Action:Reiterated
Date:08/06/26
The score is driven primarily by strong financial quality (debt-free balance sheet, solid profitability, and high-quality free cash flow) and supportive valuation (moderate P/E with a high dividend yield). These positives are tempered by weaker technical conditions, with the price below key moving averages and soft momentum indicators.
Positive Factors
Debt-free balance sheet
A debt-free balance sheet materially reduces financial risk and raises resilience in cyclical staffing markets. It preserves liquidity for downturns, funds strategic investments or dividends without refinancing, and provides optionality for M&A or capital allocation that supports durable shareholder returns.
Negative Factors
Slowing revenue growth
Top-line growth has decelerated to low single digits, limiting scale benefits and future earnings upside. Sustained slow revenue expansion constrains the firm's ability to compound returns, making continued margin improvement or diversification necessary to maintain long-term EPS and cash growth.
Read all positive and negative factors
Positive Factors
Negative Factors
Debt-free balance sheet
A debt-free balance sheet materially reduces financial risk and raises resilience in cyclical staffing markets. It preserves liquidity for downturns, funds strategic investments or dividends without refinancing, and provides optionality for M&A or capital allocation that supports durable shareholder returns.
Read all positive factors
GAKUJO Co., Ltd. (2301) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥22.63B
Dividend Yield4.44%
Average Volume (3M)174.22K
Price to Earnings (P/E)12.3
Beta (1Y)0.66
Revenue Growth1.83%
EPS Growth-12.10%
CountryJP
Employees392
SectorIndustrials
Sector Strength72
IndustryStaffing & Employment Services
Share Statistics
EPS (TTM)107.05
Shares Outstanding15,560,000
10 Day Avg. Volume120,480
30 Day Avg. Volume174,223
Financial Highlights & Ratios
PEG Ratio-0.89
Price to Book (P/B)1.47
Price to Sales (P/S)1.98
P/FCF Ratio11.56
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)184.8
Revenue Forecast (FY)¥13.30B
GAKUJO Co., Ltd. Business Overview & Revenue Model
Company Description
Gakujo Co., Ltd. delivers extensive human resources and talent acquisition solutions throughout Japan. The firm's offerings encompass a broad spectrum of services, including dedicated recruitment assistance for both recent graduates and seasoned p...
How the Company Makes Money
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GAKUJO Co., Ltd. Financial Statement Overview
Summary
Income Statement
82
Very Positive
Balance Sheet
91
Very Positive
Cash Flow
84
Very Positive
| Breakdown | TTM | Oct 2025 | Oct 2024 | Oct 2023 | Oct 2022 | Oct 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 8.57B | 11.02B | 10.73B | 8.78B | 6.77B | 6.22B |
| Gross Profit | 5.71B | 6.89B | 6.92B | 5.72B | 4.38B | 4.06B |
| EBITDA | 2.09B | 2.63B | 2.87B | 2.46B | 1.75B | 1.96B |
| Net Income | 1.44B | 1.89B | 2.23B | 1.75B | 1.40B | 1.38B |
Balance Sheet | ||||||
| Total Assets | 16.35B | 17.11B | 16.74B | 15.61B | 13.81B | 13.53B |
| Cash, Cash Equivalents and Short-Term Investments | 5.54B | 6.18B | 6.05B | 4.68B | 4.56B | 5.79B |
| Total Debt | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total Liabilities | 1.61B | 2.23B | 2.26B | 2.34B | 1.58B | 1.61B |
| Stockholders Equity | 14.73B | 14.88B | 14.48B | 13.27B | 12.23B | 11.91B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 1.89B | 1.38B | 2.24B | 1.48B | 1.67B |
| Operating Cash Flow | 0.00 | 1.90B | 1.63B | 2.28B | 1.49B | 1.69B |
| Investing Cash Flow | 0.00 | 368.45M | 177.71M | -675.34M | -1.42B | -398.21M |
| Financing Cash Flow | 0.00 | -1.51B | -1.26B | -682.46M | -793.09M | -684.93M |
GAKUJO Co., Ltd. Technical Analysis
Negative
1777.00
Price Trends
1589.38
Positive
1596.03
Positive
1645.43
Negative
Market Momentum
0.65
Positive
45.41
Neutral
9.21
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2301, the sentiment is Negative. The current price of 1777 is above the 20-day moving average (MA) of 1627.65, above the 50-day MA of 1589.38, and above the 200-day MA of 1645.43, indicating a neutral trend. The MACD of 0.65 indicates Positive momentum. The RSI at 45.41 is Neutral, neither overbought nor oversold. The STOCH value of 9.21 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2301.
GAKUJO Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
81 Outperform | ¥8.65B | 5.42 | ― | 1.72% | -5.56% | 31.57% | |
78 Outperform | ¥22.63B | 12.33 | ― | 3.79% | 1.83% | -12.10% | |
75 Outperform | ¥38.37B | 21.84 | ― | 0.39% | 40.65% | 68.21% | |
69 Neutral | ¥24.35B | 24.03 | ― | 5.45% | 1.27% | -2.58% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
59 Neutral | ¥15.90B | 58.37 | ― | 4.20% | 2.81% | -28.53% | |
58 Neutral | ¥11.20B | -23.55 | ― | 2.24% | 11.80% | -163.33% |
* Industrials Sector Average
JP:2301
GAKUJO Co., Ltd.
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GAKUJO Co., Ltd. Corporate Events
Gakujo Accelerates Share Buyback to Bolster Shareholder Value
Aug 3, 2026
Gakujo Co., Ltd. has been actively repurchasing its own shares under a board-authorized buyback program, signaling capital management efforts aimed at enhancing shareholder value and optimizing its equity structure. The company is executing the bu...
Gakujo Reports Initial Results of Share Buyback Program
Jul 1, 2026
Gakujo Co., Ltd. has disclosed the progress of its ongoing share repurchase program authorized by its board of directors under the Companies Act, highlighting its role as a listed company utilizing capital policy tools to manage its equity structu...
GAKUJO Launches Share Buyback to Enhance Capital Flexibility
Jun 8, 2026
GAKUJO Co., Ltd. has authorized a share buyback program under Japan’s Companies Act, enabling the company to repurchase up to 400,000 common shares, or about 3.0% of its outstanding stock excluding treasury shares. The program, capped at ...
GAKUJO Cuts Full-Year Outlook as Costs and Timing Issues Weigh on Earnings
Jun 8, 2026
GAKUJO Co., Ltd. reported that interim net sales and profits for the six months to April 30, 2026 fell short of its December forecasts, despite robust demand for young talent and steady performance in new graduate recruitment services. The shortfa...
GAKUJO Draws Nearly 20,000 Students to Major Recruiting Events Across Japan
Jun 8, 2026
GAKUJO Co., Ltd. highlighted its role in hosting industry-leading joint recruiting seminars for second- and third-year university students, branded under the Shushoku-haku series and related career design forums. These events were held in April 20...
GAKUJO Posts Weaker First-Half Profits but Lifts Dividend and Backs Full-Year Recovery
Jun 8, 2026
GAKUJO Co., Ltd. reported non-consolidated net sales of ¥4.62 billion for the six months ended April 30, 2026, up 5.8% year on year, but saw sharp declines in profitability, with operating profit down 25.8% to ¥345 million and profit fal...
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.