GAKUJO Co., Ltd. (JP:2301)
:2301
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GAKUJO Co., Ltd.
(2301)
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Rating:84Outperform
Price Target:
¥2,087.00
▲(17.45% Upside)
Action:ReiteratedDate:12/30/25
The score is driven primarily by strong financial quality (solid profitability, debt-free balance sheet, and strong free cash flow). Technicals are supportive with the stock trading above key moving averages and positive momentum indicators, while valuation remains reasonable with an attractive dividend yield.
Positive Factors
High profitability margins
Sustained high gross (~63%), operating (~24%) and net (~17%) margins indicate durable pricing power and efficient, scalable service delivery in recruitment. Strong margins provide cash to reinvest, fund dividends, and buffer cyclical revenue swings, supporting long-term earnings quality.
Negative Factors
Slowing revenue growth
Top-line growth has slowed to low-single-digits after several years of expansion, which limits operating leverage and the company’s ability to scale fixed-cost structures. Persistent low growth would constrain long-term earnings expansion and place more emphasis on margin management and cash returns.
Read all positive and negative factors
Positive Factors
Negative Factors
High profitability margins
Sustained high gross (~63%), operating (~24%) and net (~17%) margins indicate durable pricing power and efficient, scalable service delivery in recruitment. Strong margins provide cash to reinvest, fund dividends, and buffer cyclical revenue swings, supporting long-term earnings quality.
Read all positive factors
GAKUJO Co., Ltd. (2301) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥22.87B
Dividend Yield3.79%
Average Volume (3M)174.22K
Price to Earnings (P/E)―
Beta (1Y)0.71
Revenue Growth2.69%
EPS Growth-13.40%
CountryJP
Employees144
SectorIndustrials
Sector Strength72
IndustryStaffing & Employment Services
Share Statistics
EPS (TTM)-31.80
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. provides human resource and recruitment services in Japan. The company engages in the new graduate and mid-career recruitment, employment support, career change events, and job-hunting support activities. It also provides internsh...
How the Company Makes Money
GAKUJO Co., Ltd. generates revenue primarily through its employment and recruitment services. Key revenue streams include fees collected from companies for participating in job fairs and recruitment events, subscriptions, and advertisements on its...
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 | 10.70B | 11.02B | 10.73B | 8.78B | 6.77B | 6.22B |
| Gross Profit | 6.94B | 6.89B | 6.92B | 5.72B | 4.38B | 4.06B |
| EBITDA | 2.54B | 2.63B | 2.87B | 2.46B | 1.75B | 1.96B |
| Net Income | 1.98B | 1.89B | 2.23B | 1.75B | 1.40B | 1.38B |
Balance Sheet | ||||||
| Total Assets | 14.98B | 17.11B | 16.74B | 15.61B | 13.81B | 13.53B |
| Cash, Cash Equivalents and Short-Term Investments | 5.13B | 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 | 1.28B | 2.23B | 2.26B | 2.34B | 1.58B | 1.61B |
| Stockholders Equity | 13.70B | 14.88B | 14.48B | 13.27B | 12.23B | 11.91B |
Cash Flow | ||||||
| Free Cash Flow | 1.21B | 1.89B | 1.38B | 2.24B | 1.48B | 1.67B |
| Operating Cash Flow | 1.36B | 1.90B | 1.63B | 2.28B | 1.49B | 1.69B |
| Investing Cash Flow | 126.43M | 368.45M | 177.71M | -675.34M | -1.42B | -398.21M |
| Financing Cash Flow | -933.56M | -1.51B | -1.26B | -682.46M | -793.09M | -684.93M |
GAKUJO Co., Ltd. Technical Analysis
Negative
1777.00
Price Trends
1786.96
Negative
1734.40
Negative
1745.47
Negative
Market Momentum
-57.09
Positive
36.02
Neutral
28.01
Neutral
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 1738.00, below the 50-day MA of 1786.96, and above the 200-day MA of 1745.47, indicating a bearish trend. The MACD of -57.09 indicates Positive momentum. The RSI at 36.02 is Neutral, neither overbought nor oversold. The STOCH value of 28.01 is Neutral, 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 |
|---|---|---|---|---|---|---|---|
84 Outperform | ¥22.87B | -13.94 | ― | 3.79% | 2.69% | -13.40% | |
78 Outperform | ¥10.71B | 13.11 | ― | 1.72% | 3.95% | 4.50% | |
70 Outperform | ¥33.01B | 30.08 | ― | 0.39% | 41.23% | 50.13% | |
70 Outperform | ¥25.82B | 24.11 | ― | 5.45% | 21.90% | 0.46% | |
64 Neutral | ¥16.42B | 65.84 | ― | 3.66% | 8.62% | ― | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
51 Neutral | ¥10.87B | 426.22 | ― | 2.24% | 32.39% | -127.51% |
* Industrials Sector Average
JP:2301
GAKUJO Co., Ltd.
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1,033.00
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8.17%
GAKUJO Co., Ltd. Corporate Events
Gakujo Boosts Re-Shukatsu Brand with Targeted TV Ad Campaign
Mar 9, 2026
Gakujo has launched TV commercials for its Re-Shukatsu Series, featuring actor Rihito Itagaki, to highlight the service’s benefits across multiple career stages and reinforce its message of “respect for all job hunting.” The camp...
GAKUJO Posts Wider Quarterly Loss but Sticks to Robust Full-Year Profit Outlook
Mar 9, 2026
GAKUJO Co., Ltd., listed on the Tokyo Stock Exchange, reported a decline in net sales to ¥1.37 billion for the three months ended January 31, 2026, with operating and ordinary losses widening and a deeper quarterly net loss that pushed basic ...
GAKUJO Completes Treasury Share Disposal for Restricted Stock Compensation
Feb 20, 2026
GAKUJO Co., Ltd. has completed the payment procedures for the disposal of treasury shares used as restricted stock compensation, following a board resolution passed on January 23, 2026. The move underscores the company’s continued use of equ...
GAKUJO to Grant Restricted Treasury Shares to Directors Under Long-Term Incentive Plan
Jan 23, 2026
GAKUJO Co., Ltd. has approved the disposal of 13,000 shares of its treasury stock on February 20, 2026, as part of a restricted stock-based compensation plan for three internal directors, at a price of 1,788 yen per share for a total value of 23.2...
GAKUJO Maintains Leadership and Governance Structure After 48th Shareholders’ Meeting
Jan 23, 2026
GAKUJO Co., Ltd. announced that its slate of directors and corporate auditors was elected at the 48th Ordinary General Meeting of Shareholders held on January 23, 2026, and that board roles were confirmed at a subsequent board meeting the same day...
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.