ONE CAREER Inc. (JP:4377)
:4377
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ONE CAREER Inc.
(4377)
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Rating:75Outperform
Price Target:
¥2,104.00
▼(-16.04% Downside)
Action:Reiterated
Date:05/16/26
The score is driven primarily by strong financial performance (high margins, low leverage, and solid free cash flow). This is tempered by weaker technical signals (price below key moving averages and negative MACD), while valuation is reasonable with a moderate P/E and modest dividend yield.
Positive Factors
High and improving margins
ONE CAREER's very high gross and operating margins indicate a scalable, low-variable-cost platform with pricing power and strong unit economics. Sustained ~85% gross margin and ~28% EBIT in 2025 support durable profitability, enabling reinvestment, dividend capacity and resilience across cycles.
Negative Factors
Revenue growth volatility
Historical swings in revenue, including a notable 2024 slowdown, reduce predictability of top-line performance. For a recruitment-platform business tied to hiring cycles, uneven growth complicates planning, resource allocation and makes multi-quarter forecasting less reliable.
Read all positive and negative factors
Positive Factors
Negative Factors
High and improving margins
ONE CAREER's very high gross and operating margins indicate a scalable, low-variable-cost platform with pricing power and strong unit economics. Sustained ~85% gross margin and ~28% EBIT in 2025 support durable profitability, enabling reinvestment, dividend capacity and resilience across cycles.
Read all positive factors
ONE CAREER Inc. (4377) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥32.61B
Dividend Yield0.39%
Average Volume (3M)66.50K
Price to Earnings (P/E)19.5
Beta (1Y)0.91
Revenue Growth40.65%
EPS Growth68.21%
CountryJP
Employees245
SectorIndustrials
Sector Strength72
IndustryStaffing & Employment Services
Share Statistics
EPS (TTM)69.54
Shares Outstanding18,391,740
10 Day Avg. Volume99,200
30 Day Avg. Volume66,503
Financial Highlights & Ratios
PEG Ratio0.50
Price to Book (P/B)8.18
Price to Sales (P/S)5.96
P/FCF Ratio20.49
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)120.45
Revenue Forecast (FY)¥10.90B
ONE CAREER Inc. Business Overview & Revenue Model
Company Description
Founded in 2015 and headquartered in Tokyo, Japan, ONE CAREER Inc. specializes in providing digital transformation (DX) solutions for the recruitment industry. The company achieves this through its proprietary career data platform, which underpins...
How the Company Makes Money
The company generates revenue primarily through fees charged to corporate clients. These clients pay to list job postings, display company profiles, and access ONE CAREER's pool of users for recruiting purposes. Additionally, the company may earn ...
ONE CAREER Inc. Financial Statement Overview
Summary
Income Statement
88
Very Positive
Balance Sheet
91
Very Positive
Cash Flow
86
Very Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 6.64B | 7.58B | 5.40B | 3.97B | 2.84B | 1.95B |
| Gross Profit | 5.66B | 6.44B | 4.52B | 3.23B | 2.20B | 1.49B |
| EBITDA | 1.87B | 2.27B | 1.41B | 1.08B | 660.10M | 448.41M |
| Net Income | 1.25B | 1.50B | 923.37M | 694.54M | 446.10M | 268.17M |
Balance Sheet | ||||||
| Total Assets | 8.07B | 7.99B | 5.73B | 4.19B | 3.32B | 2.75B |
| Cash, Cash Equivalents and Short-Term Investments | 6.23B | 6.12B | 4.31B | 3.19B | 2.66B | 2.23B |
| Total Debt | 120.02M | 134.26M | 105.92M | 100.00M | 171.00M | 283.16M |
| Total Liabilities | 3.16B | 2.47B | 1.69B | 1.13B | 1.02B | 896.63M |
| Stockholders Equity | 4.91B | 5.52B | 4.04B | 3.06B | 2.29B | 1.85B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 2.20B | 1.39B | 823.06M | 643.36M | 559.15M |
| Operating Cash Flow | 0.00 | 2.28B | 1.45B | 916.97M | 664.09M | 561.32M |
| Investing Cash Flow | 0.00 | -396.87M | -374.42M | -362.19M | -125.22M | -79.11M |
| Financing Cash Flow | 0.00 | -70.15M | 44.70M | -26.00M | -112.42M | 903.91M |
ONE CAREER Inc. Technical Analysis
Negative
2506.00
Price Trends
1899.00
Negative
2006.00
Negative
2301.35
Negative
Market Momentum
-28.99
Positive
46.11
Neutral
27.41
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4377, the sentiment is Negative. The current price of 2506 is above the 20-day moving average (MA) of 1877.10, above the 50-day MA of 1899.00, and above the 200-day MA of 2301.35, indicating a bearish trend. The MACD of -28.99 indicates Positive momentum. The RSI at 46.11 is Neutral, neither overbought nor oversold. The STOCH value of 27.41 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:4377.
ONE CAREER Inc. Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
84 Outperform | ¥21.49B | 11.72 | ― | 3.79% | 1.83% | -12.10% | |
78 Outperform | ¥8.76B | 10.48 | ― | 1.72% | -2.21% | -27.21% | |
75 Outperform | ¥32.61B | 19.48 | ― | 0.39% | 40.65% | 68.21% | |
69 Neutral | ¥25.41B | 9.67 | ― | 4.69% | 10.51% | 41.44% | |
69 Neutral | ¥23.50B | 22.60 | ― | 5.45% | 2.32% | 0.25% | |
64 Neutral | ¥14.83B | 31.94 | ― | 3.66% | 6.88% | ― | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% |
* Industrials Sector Average
JP:4377
ONE CAREER Inc.
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ONE CAREER Inc. Corporate Events
ONE CAREER highlights data-driven mission to reform Japan’s recruitment market
May 14, 2026
ONE CAREER Inc., a TSE Growth Market-listed HR tech company, focuses on unifying career-related data to better match job seekers with corporate hiring needs in Japan. Through its platforms for new graduates and mid-career professionals, it aims to...
ONE CAREER Posts Strong First-Quarter Earnings and Lifts 2026 Dividend Outlook
May 14, 2026
ONE CAREER Inc. reported consolidated net sales of ¥2,206 million and profit attributable to owners of parent of ¥463 million for the three months ended March 31, 2026, its first comparable quarterly disclosure since beginning consolidat...
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.