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Companies 6098
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6098 Tokyo Stock Exchange Unclassified

Recruit Holdings Co Ltd

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JPY
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1D5D1M3M6MYTD1Y5YMax
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Mcap
P/E
EV / Rev
Div yield
0,22 %
Op margin
17,1 %
ROE
31,4 %
Net margin
13,4 %
Debt / equity
0,12
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Recruit Holdings Co Ltd operates in the Professional Services industry within the Industrials sector, generating revenue through human resources and recruitment solutions.

Business. Recruit Holdings Co Ltd operates in the Professional Services industry within the Industrials sector, generating revenue through human resources and recruitment solutions.

Classification20 %
SectorUnclassified
Generated · model-assisted
Sell-side consensus
BUY19 analysts
17 buy2 hold0 sell
Avg 12m price target12 470,59

Analyst recommendations

19 analysts · consensus Buy
Buy17
Hold2
Sell0
12-month price target
12 470,59
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
65
composite score
Valuation
valuation pending
Analysts
Buy
19 analysts · indicative
Ownership
not yet wired
Profitability
31,4 %
return on equity
Quality
55
quality score (0-100)

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 6098.
  • Sector rotation

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

    Developing storylines

    No tracked sagas currently linked to 6098. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-17 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • 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
    • 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

    Score breakdown65
    Profitability+35
    Sentiment+30
    Missing signals−3

    Synthesis

    Business

    Recruit Holdings Co Ltd operates in the Professional Services industry within the Industrials sector, generating revenue through human resources and recruitment solutions.

    Classification20 %
    SectorUnclassified
    AI synthesis
    GENERATED

    Recruit Holdings maintains a conservative capital structure with a debt-to-equity ratio of 0.12 and a current ratio of 1.78, indicating strong short-term liquidity coverage. The balance sheet shows total equity of 1,583,322,000,000 JPY against total liabilities of 1,205,696,000,000 JPY, with long-term debt limited to 186,275,000,000 JPY. Cash and equivalents stand at 625,642,000,000 JPY, providing a substantial buffer against operational fluctuations. Operating cash flow of 669,432,000,000 JPY exceeds free cash flow of 506,113,000,000 JPY, reflecting capital expenditures of 62,291,000,000 JPY.

    Profitability metrics demonstrate high efficiency, with a return on equity of 31.38% and a return on assets of 17.82%. Net income of 496,911,000,000 JPY represents a healthy margin relative to revenue of 3,697,351,000,000 JPY. Operating income of 630,567,000,000 JPY suggests strong operational leverage, while gross profit of 2,188,195,000,000 JPY indicates significant value addition before operating expenses.

    Key takeaways
    • Strong profitability with ROE of 31.38% and ROA of 17.82% driven by high operating leverage.
    • Conservative balance sheet with debt-to-equity of 0.12 and substantial cash reserves of 625.6 billion JPY.
    • Low risk profile with no immediate liquidity or dilution flags detected in recent filings.
    • Analyst consensus is positive with a mean recommendation of 1.84 and mean price target of 12,470.59 JPY.
    • Recent analyst coverage initiated without specific rating or target, adding to the sell-side presence.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 3

    Net income surged 21.6% year-over-year to JPY 496.9 billion in FY2026, demonstrating strong top-line and bottom-line growth momentum.

    Free cash flow grew 21.5% year-over-year to JPY 506.1 billion, providing substantial liquidity for dividends or reinvestment.

    Long-term debt decreased to JPY 186.3 billion with a low debt-to-equity ratio of 0.12, ensuring a conservative balance sheet.

    BEAR CASE · 3

    Revenue growth slowed to 3.9% year-over-year in FY2026, suggesting potential saturation or deceleration in core business expansion.

    Gross profit declined slightly to JPY 2.19 trillion in FY2024 before recovering, indicating historical volatility in cost structures.

    Operating income dipped to JPY 344.3 billion in FY2023, showing past sensitivity to macroeconomic or operational headwinds.

    In focus — financials by report

    Quarterly
    Annual
    QUARTERLYFiled 2026-05-15
    Q1 2026 · Quarter highlights

    Revenue ¥960.57B, +11,5% YoY; Operating income +66,2% YoY.

    Revenue¥960.57B+11,5 % YoY
    Operating income¥134.89B+66,2 % YoY
    Net income¥101.99B+52,3 % YoY
    Free cash flow¥114.88B+47,4 % YoY
    EPS
    Operating cash flow¥669.43B+9,7 % YoY
    Financials
    Income statement
    Revenue¥960.57B
    Gross profit¥577.07B
    Operating income¥134.89B
    Net income¥101.99B
    Margins
    Gross margin60.1%
    Operating margin14.0%
    Net margin10.6%
    FCF margin12.0%
    Balance sheet
    Total assets¥2.79T
    Total liabilities¥1.21T
    Total equity¥1.58T
    Cash & equivalents¥625.64B
    Long-term debt¥186.28B
    Cash flow
    Operating cash flow¥669.43B
    CapEx-¥62.29B
    Free cash flow¥114.88B
    SBC
    P&L flow · revenue → net income
    Revenue ¥960.57BOperating costs ¥825.68BTax ¥32.89BNet income ¥101.99B
    Highlights
    • Revenue ¥960.57B, +11,5% YoY
    • Operating income +66,2% YoY
    • Net income +52,3% YoY
    • Free cash flow +47,4% YoY
    • Net margin 10.6%

    Valuation TTM

    Market price
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥1.58T
    Net cash
    ¥439.37B
    Current ratio
    1.8
    Debt / equity
    0.1
    ROA
    17.8%
    ROE
    31.4%
    Cash conversion
    135.0%
    CapEx / revenue
    -1.7%
    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 62 %
    EPS
    Consensus EPS
    452,13
    Predicted surprise
    -0,07
    Beat probability
    62 %
    Analysts
    19
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    revision ratio 0,34 · as of 2026-07-02 · 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 estimate452,13
    Revenueno estimateno estimate4,04T 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 2026-07-17

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution19 analysts
    Strong buy5
    Buy12
    Hold2
    Sell0
    Strong sell0
    12-month price target¥12 470,59 · Median ¥12 500,00
    Low ¥9 000,00High ¥16 000,00
    EPS surprise
    −22,6 %
    reported vs consensus · miss
    Revenue surprise
    −8,4 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥9 000,00
    Mean¥12 470,59
    Median¥12 500,00
    High¥16 000,00
    Spot
    12-month sell-side price targets · ▲ spot

    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 Margin17,1 %Above P75
    Net Margin13,4 %Above P75
    ROE31,4 %Best in class
    Capex / Rev-1,7 %Above median
    D/E0,12Above median
    Cash Conv1,35Above 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
    • Reference data
    How metrics are computed
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Assets
      net_income / total_assets
    • 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
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    Source documents
    • Recruit Holdings Co Ltd Market data — financials · 2026-07-02
    • coverage_change fired on 6098 · 2026-07-02
    • Recruit Holdings Co Ltd Market data — analyst estimates · 2026-07-02
    • Recruit Holdings Co Ltd Market data — ESG · 2026-07-02

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    6098.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob62 %Surprise-0,07Full 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)
    2026-06-30 03:34 UTCANALYSTAnalyst coverage changed
    2026-06-29 00:00 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-02-09 07:39 UTCEARNINGSQuarterly results — Q4 2025 Revenue JPY 943.20B · Net JPY 146.54B
    2025-11-06 12:00 UTCEARNINGSQuarterly results — Q3 2025 Revenue JPY 914.75B · Net JPY 127.44B
    2025-08-05 12:00 UTCEARNINGSQuarterly results — Q2 2025 Revenue JPY 878.84B · Net JPY 120.94B
    2025-05-09 12:07 UTCEARNINGSQuarterly results — Q1 2025 Revenue JPY 861.78B · Net JPY 66.96B
    2025-05-09 12:07 UTCEARNINGSAnnual results — FY 2025 Revenue JPY 3557.48B · Net JPY 408.50B
    2025-02-12 12:00 UTCEARNINGSQuarterly results — Q4 2024 Revenue JPY 897.00B · Net JPY 119.05B
    2024-11-11 12:00 UTCEARNINGSQuarterly results — Q3 2024 Revenue JPY 897.15B · Net JPY 116.07B
    2024-08-08 11:30 UTCEARNINGSQuarterly results — Q2 2024 Revenue JPY 901.56B · Net JPY 106.43B
    2024-05-15 11:30 UTCEARNINGSQuarterly results — Q1 2024 Revenue JPY 843.78B · Net JPY 34.22B
    2024-05-15 11:30 UTCEARNINGSAnnual results — FY 2024 Revenue JPY 3416.49B · Net JPY 353.65B
    2023-05-15 11:30 UTCEARNINGSAnnual results — FY 2023 Revenue JPY 3429.52B · Net JPY 269.80B
    2022-05-16 11:30 UTCEARNINGSAnnual results — FY 2022 Revenue JPY 2871.70B · Net JPY 296.83B
    2021-05-17 11:30 UTCEARNINGSAnnual results — FY 2021 Revenue JPY 2269.35B · Net JPY 131.39B
    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 2026-07-17 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data · Reference data Premium coverage