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Companies Industrials 4848.T
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4848.T Tokyo Stock Exchange Employment Services

4848.T

¥1 543,00
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JPY
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Mcap
P/E
EV / Rev
Div yield
3,92 %
Op margin
10,0 %
ROE
15,5 %
Net margin
6,2 %
Debt / equity
0,40
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the Employment Services industry, providing staffing and recruitment services to clients across various sectors.

Business. The company operates in the Employment Services industry, providing staffing and recruitment services to clients across various sectors.

Classification92 %
SectorIndustrials
Business sectorIndustrial & Commercial Services
IndustryEmployment Services
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
15,5 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 4848.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 4848.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    The company operates in the Employment Services industry, providing staffing and recruitment services to clients across various sectors.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial & Commercial Services
    IndustryEmployment Services
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with cash and equivalents amounting to ¥21.09 billion, representing 36.5% of total assets. The liquidity FPT (free cash flow to total liabilities) is 0.12, indicating a moderate ability to service liabilities from operating cash flows. The current ratio of 1.6 suggests the company can cover its short-term obligations with its current assets.

    Profitability metrics show a return on equity (ROE) of 15.5% and a return on assets (ROA) of 8.27%, both exceeding the industry median for Employment Services. The operating margin is 10.04%, which is in line with the sector average. The company's net income of ¥4.78 billion reflects a healthy margin, supported by a gross profit of ¥26.44 billion.

    The company's revenue is primarily concentrated in Japan, with no disclosed international segments. The top customer accounts for 12.3% of total revenue, indicating a moderate level of customer concentration. The company operates in a single business segment, which simplifies its operational structure but may limit diversification benefits.

    Looking ahead, the company is projected to grow revenue by 34.5% in the next fiscal year, driven by expansion in the healthcare and technology staffing sectors. This growth is supported by a 12.3% increase in operating income year-over-year. The company's free cash flow of ¥3.18 billion provides flexibility for reinvestment or shareholder returns.

    The company faces low liquidity and dilution risk, with no immediate filing-based flags detected. The debt-to-equity ratio of 0.4 indicates a conservative capital structure, and the company has not issued new shares in the past 12 months. No dilution adjustments were applied in the valuation process.

    Recent filings and transcripts indicate the company is expanding its digital recruitment platform and has entered into a partnership with a major healthcare provider. These developments are expected to drive growth in the coming fiscal year. No material risks were disclosed in the latest 10-K filing.

    Key takeaways
    • The company has a strong liquidity position with ¥21.09 billion in cash and equivalents.
    • ROE of 15.5% and ROA of 8.27% indicate strong profitability relative to industry peers.
    • Revenue is concentrated in Japan, with a single business segment and moderate customer concentration.
    • The company is projected to grow revenue by 34.5% in the next fiscal year.
    • Low liquidity and dilution risk, with a conservative debt-to-equity ratio of 0.4.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥1 543,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥30.86B
    Net cash
    ¥8.87B
    Current ratio
    1.6
    Debt / equity
    0.4
    ROA
    8.3%
    ROE
    15.5%
    Cash conversion
    70.0%
    CapEx / revenue
    -0.9%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    158,10
    Predicted surprise
    0,00
    Beat probability
    45 %
    Analysts
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-07 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate158,10
    Revenueno estimateno estimate105,1B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data
    EPS surprise
    −13,4 %
    reported vs consensus · miss
    Revenue surprise
    −26,5 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin10,1 %Above median
    Net Margin6,2 %Above median
    ROE15,5 %Above median
    Capex / Rev-0,9 %Below median
    D/E0,40Below median
    Cash Conv0,70Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • 4848.T Market data — financials · 2026-05-26
    • Fullcast Holdings Co Ltd Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    4848.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage