Recruit Holdings Co Ltd (JP:6098)
:6098
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Recruit Holdings Co
(6098)
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Rating:73Outperform
Price Target:
¥8,208.00
▲(5.22% Upside)
Action:ReiteratedDate:03/26/26
Score is driven primarily by strong financial quality (improving margins, low leverage, excellent free-cash-flow conversion) and a constructive earnings call with upgraded guidance. The main offset is weak technicals (below major moving averages and negative MACD), while valuation is acceptable but supported by a low dividend yield.
Positive Factors
Free cash flow quality
FCF conversion nearly equal to net income indicates durable cash generation that supports reinvestment, strategic M&A, and shareholder returns without relying on new borrowing. High cash quality reduces risk from cyclic revenue swings and underpins long‑term financial flexibility.
Negative Factors
Japan HR weakness
Persistent weakness in Japan—home market—signals structural demand or placement issues that require sustained marketing and operational fixes. Prolonged underperformance in Japan can pressure consolidated growth and force continued margin‑dilutive investments to restore market positioning.
Read all positive and negative factors
Positive Factors
Negative Factors
Free cash flow quality
FCF conversion nearly equal to net income indicates durable cash generation that supports reinvestment, strategic M&A, and shareholder returns without relying on new borrowing. High cash quality reduces risk from cyclic revenue swings and underpins long‑term financial flexibility.
Read all positive factors
Recruit Holdings Co (6098) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥10.62T
Dividend Yield0.27%
Average Volume (3M)4.91M
Price to Earnings (P/E)21.4
Beta (1Y)0.93
Revenue Growth1.67%
EPS Growth30.29%
CountryJP
Employees51,373
SectorCommunication Services
Sector Strength97
IndustryStaffing & Employment Services
Share Statistics
EPS (TTM)N/A
Shares Outstanding1,472,504,200
10 Day Avg. Volume4,607,310
30 Day Avg. Volume4,913,210
Financial Highlights & Ratios
PEG Ratio1.40
Price to Book (P/B)7.12
Price to Sales (P/S)3.24
P/FCF Ratio19.13
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥9,100.00Price Target Upside16.65% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Recruit Holdings Co Business Overview & Revenue Model
Company Description
Recruit Holdings Co., Ltd. is a global human resource and staffing company headquartered in Tokyo, Japan. Founded in 1960, the company operates through various segments, including Staffing, which provides temporary staffing services, and Solutions...
How the Company Makes Money
Recruit Holdings primarily generates revenue from (1) online job advertising and HR technology, (2) staffing services, and (3) marketing solutions. In its online job advertising/HR technology businesses, it earns money from employers and recruiter...
Recruit Holdings Co Financial Statement Overview
Summary
Income Statement
82
Very Positive
Balance Sheet
84
Very Positive
Cash Flow
86
Very Positive
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 3.60T | 3.56T | 3.42T | 3.43T | 2.87T | 2.27T |
| Gross Profit | 2.10T | 1.98T | 1.85T | 1.88T | 1.53T | 1.03T |
| EBITDA | 724.30B | 655.82B | 575.94B | 491.73B | 504.90B | 285.97B |
| Net Income | 461.87B | 408.50B | 353.65B | 269.80B | 296.83B | 131.39B |
Balance Sheet | ||||||
| Total Assets | 2.70T | 2.77T | 3.14T | 2.79T | 2.42T | 2.20T |
| Cash, Cash Equivalents and Short-Term Investments | 592.44B | 808.63B | 1.14T | 877.37B | 669.55B | 501.04B |
| Total Debt | 147.05B | 208.94B | 221.13B | 254.95B | 271.42B | 417.77B |
| Total Liabilities | 1.12T | 1.14T | 1.14T | 1.15T | 1.05T | 1.10T |
| Stockholders Equity | 1.56T | 1.62T | 2.00T | 1.63T | 1.36T | 1.09T |
Cash Flow | ||||||
| Free Cash Flow | 613.19B | 602.41B | 465.43B | 361.44B | 375.23B | 228.28B |
| Operating Cash Flow | 623.11B | 610.36B | 535.36B | 438.19B | 439.61B | 286.60B |
| Investing Cash Flow | -74.83B | -61.05B | -68.79B | -32.68B | -70.74B | -40.37B |
| Financing Cash Flow | -803.56B | -880.48B | -334.65B | -252.06B | -254.37B | -172.71B |
Recruit Holdings Co Technical Analysis
Positive
7801.00
Price Trends
6734.17
Positive
7631.71
Negative
7938.99
Negative
Market Momentum
146.80
Negative
64.77
Neutral
78.12
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:6098, the sentiment is Positive. The current price of 7801 is above the 20-day moving average (MA) of 6875.36, above the 50-day MA of 6734.17, and below the 200-day MA of 7938.99, indicating a neutral trend. The MACD of 146.80 indicates Negative momentum. The RSI at 64.77 is Neutral, neither overbought nor oversold. The STOCH value of 78.12 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:6098.
Recruit Holdings Co Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
85 Outperform | ¥235.65B | 16.33 | 28.98% | 5.57% | 3.27% | 14.01% | |
75 Outperform | ¥139.36B | 30.48 | ― | 2.38% | 17.71% | 50.61% | |
73 Outperform | ¥10.62T | 21.38 | 27.29% | 0.27% | 1.67% | 30.29% | |
66 Neutral | ¥537.40B | 15.57 | 19.18% | 3.59% | 6.79% | 10.35% | |
62 Neutral | ¥46.02B | 5.28 | ― | 3.16% | 17.39% | 32.60% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
42 Neutral | ¥61.36B | -14.96 | -6.02% | 0.77% | -3.21% | -104.97% |
* Communication Services Sector Average
JP:6098
Recruit Holdings Co
7,700.00
-608.40
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32.18%
Recruit Holdings Co Corporate Events
Recruit Holdings Advances Share Buyback Program in April 2026
May 1, 2026
Recruit Holdings Co., Ltd. is a Tokyo-listed company operating in the information services and human resources sector, best known for platforms spanning job placement, staffing, and related digital services. The group focuses on matching individua...
Recruit Holdings Signals Openness to Smaller Trading Units to Broaden Investor Base
Apr 8, 2026
Recruit Holdings has announced a policy stance on its investment unit structure, emphasizing that reducing the number of shares per trading unit is an effective tool to broaden its investor base. The company views a smaller trading unit as a way t...
Recruit Holdings Launches Up to ¥350 Billion Share Buyback
Mar 31, 2026
Recruit Holdings Co. has authorized a share repurchase program of up to 64 million shares, representing about 4.58% of its outstanding stock, with a maximum outlay of 350 billion yen. The buyback, to be executed on the Tokyo Stock Exchange between...
Recruit Holdings to Record ¥312.1 Billion in Subsidiary Dividends in FY2025 Non-Consolidated Results
Mar 19, 2026
Recruit Holdings said it will book ¥312.1 billion in dividends from four consolidated subsidiaries as operating revenue in its non-consolidated results for the fiscal year ending March 2026. The internal dividend stream from units including R...
Recruit Holdings to Retire 5.8% of Outstanding Shares
Mar 11, 2026
Recruit Holdings Co., Ltd. said its board has approved the retirement of 91,408,000 shares of treasury stock, representing 5.84% of shares outstanding before the move. The retirement, scheduled for March 23, 2026, will reduce the total number of i...
Recruit Holdings Lifts FY2025 Outlook on Strong U.S. HR Tech Growth
Feb 9, 2026
Recruit Holdings, the Japanese HR technology and recruitment conglomerate, reported solid growth in its U.S. HR technology business for the third quarter of FY2025, with quarterly U.S. revenue up 10.1% year on year in dollar terms and average reve...
Recruit Holdings Reshapes Executive Lineup Across Global Segments for FY2026
Feb 9, 2026
Recruit Holdings Co., Ltd. has announced a broad slate of executive appointments effective April 1, 2026, aligning leadership across its holding company and three main segments: HR Technology, Staffing and Marketing Matching Technologies. The resh...
Recruit Holdings Unveils 2026 Board and Audit Committee Slate
Feb 9, 2026
Recruit Holdings has announced its slate of candidates for the Board of Directors and Audit and Supervisory Board for the fiscal year 2026, with final approval pending at the June 2026 annual shareholders meeting. The proposed board continues the ...
Recruit Holdings Lifts FY2025 Profit Outlook as Margins Strengthen
Feb 9, 2026
Recruit Holdings reported modest revenue growth but robust profit expansion for the nine months ended December 31, 2025, with sales up 1.5% to ¥2.74 trillion and operating income rising 21.1% as margin improvements and cost discipline boosted...
Recruit Holdings Nears Full Use of ¥250 Billion Share Buyback Authorization
Feb 5, 2026
Recruit Holdings has completed the share repurchase program it launched in October 2025, buying back a total of 30,427,000 shares of its common stock for approximately 250 billion yen by February 4, 2026. The repurchases, conducted via market purc...
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.