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Fullcast Holdings Co., Ltd. (JP:4848)
:4848
Japanese Market
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Fullcast Holdings Co., Ltd. (4848) AI Stock Analysis

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JP:4848

Fullcast Holdings Co., Ltd.

(4848)

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Neutral 59 (OpenAI - 5.2)
Rating:59Neutral
Price Target:
¥1,713.00
▲(3.44% Upside)
Action:Reiterated
Date:08/06/26
The score is held back primarily by weak 2025 cash generation and poorer cash conversion alongside higher leverage, despite healthy profitability and a return to revenue growth. Technical indicators are neutral-to-mixed, while valuation is a clear positive with a reasonable P/E and strong dividend yield.
Positive Factors
Revenue rebound / demand resilience
A clear return to revenue growth in 2025 indicates underlying demand resilience in staffing services. Durable top-line momentum supports scale economics, better utilization of fixed costs and the ability to invest in client relationships and recruiting, strengthening medium-term growth optionality.
Negative Factors
Material weakening in cash generation
A sharp decline in operating and free cash flow in 2025 means earnings are not converting to cash reliably. This raises execution risk, constrains organic reinvestment and working-capital funding, and makes the company more dependent on external financing to sustain operations and service debt over the next several quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue rebound / demand resilience
A clear return to revenue growth in 2025 indicates underlying demand resilience in staffing services. Durable top-line momentum supports scale economics, better utilization of fixed costs and the ability to invest in client relationships and recruiting, strengthening medium-term growth optionality.
Read all positive factors

Fullcast Holdings Co., Ltd. (4848) vs. iShares MSCI Japan ETF (EWJ)

Fullcast Holdings Co., Ltd. Business Overview & Revenue Model

Company Description
Established in Tokyo, Japan, in 1990, Fullcast Holdings Co., Ltd. delivers a diverse range of human resource and business solutions throughout the country. The company's operations are structured into three main divisions: Short-Term Operational S...
How the Company Makes Money
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Fullcast Holdings Co., Ltd. Financial Statement Overview

Summary
Income statement strength (score 72) reflects a return to solid revenue growth and continued profitability, but margin compression is a concern. Balance sheet quality (score 64) weakened due to a sharp rise in leverage versus prior years. Cash flow is the key drag (score 38): 2025 operating and free cash flow fell materially and cash conversion versus earnings deteriorated, raising execution and debt-servicing risk.
Income Statement
72
Positive
Balance Sheet
64
Positive
Cash Flow
38
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue85.16B77.23B68.56B68.97B64.64B52.37B
Gross Profit27.12B25.28B24.52B23.01B21.46B18.03B
EBITDA9.27B9.12B9.60B9.83B10.32B8.06B
Net Income4.87B4.78B5.49B5.89B6.62B5.01B
Balance Sheet
Total Assets59.60B58.21B41.52B39.09B35.60B29.48B
Cash, Cash Equivalents and Short-Term Investments19.53B21.09B17.53B14.47B20.63B17.41B
Total Debt14.71B12.22B1.00B1.01B1.00B1.00B
Total Liabilities26.76B25.55B12.65B12.31B10.68B8.91B
Stockholders Equity31.02B30.86B28.87B25.60B23.88B19.66B
Cash Flow
Free Cash Flow0.00844.00M5.08B4.86B6.51B6.19B
Operating Cash Flow0.001.36B5.76B5.16B6.80B6.37B
Investing Cash Flow0.00-6.04B175.00M-6.37B-958.00M-99.00M
Financing Cash Flow0.006.16B-2.87B-4.95B-2.62B-2.17B

Fullcast Holdings Co., Ltd. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price1656.00
Price Trends
50DMA
1573.76
Positive
100DMA
1584.59
Positive
200DMA
1609.67
Positive
Market Momentum
MACD
29.02
Positive
RSI
57.26
Neutral
STOCH
18.19
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4848, the sentiment is Positive. The current price of 1656 is below the 20-day moving average (MA) of 1668.50, above the 50-day MA of 1573.76, and above the 200-day MA of 1609.67, indicating a bullish trend. The MACD of 29.02 indicates Positive momentum. The RSI at 57.26 is Neutral, neither overbought nor oversold. The STOCH value of 18.19 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:4848.

Fullcast Holdings Co., Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
82
Outperform
¥155.15B16.502.38%15.54%40.98%
79
Outperform
¥17.04T35.8233.09%0.21%3.93%29.07%
69
Neutral
¥599.43B13.6920.65%4.42%7.21%20.06%
69
Neutral
¥110.70B14.877.51%-14.32%-17.67%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
59
Neutral
¥60.24B12.393.66%25.14%5.40%
46
Neutral
¥58.39B-17.20-2.64%0.77%-0.24%59.33%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:4848
Fullcast Holdings Co., Ltd.
1,680.00
6.66
0.40%
JP:2168
Pasona Group
1,599.00
-444.17
-21.74%
JP:6098
Recruit Holdings Co
13,165.00
4,691.17
55.36%
JP:2181
PERSOL HOLDINGS CO
263.30
-28.94
-9.90%
JP:2124
JAC Recruitment Co., Ltd.
926.00
-88.78
-8.75%
JP:2146
UT Group Co.,Ltd.
183.00
19.13
11.67%

Fullcast Holdings Co., Ltd. Corporate Events

Fullcast Finalizes Full Acquisition of RGF Talent Solutions Units
Jun 26, 2026
Fullcast Holdings Co., Ltd., a TSE Prime Market-listed provider of human resources and staffing services, is pursuing growth through the acquisition of recruitment-focused businesses in Japan and abroad. The company aims to deepen its capabilities...
Fullcast Outlines Structure of Q1 FY2026 Consolidated Results Disclosure
May 15, 2026
Fullcast Holdings has released an outline of its consolidated business results for the first quarter of the fiscal year ending December 2026, covering the period from January to March. The document indicates that management focuses on consolidated...
Fullcast’s Q1 Sales Surge on Expansion as Profit Outlook and Dividends Hold Firm
May 15, 2026
Fullcast Holdings reported a sharp 47.7% year-on-year jump in first-quarter net sales to ¥24.56 billion for the period ended March 31, 2026, driven partly by the consolidation of newly added subsidiary ENTRY, Inc., while operating and ordinar...
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.Date of analysis: Aug 06, 2026