Recruit Holdings Co., Ltd.

TSE:6098 Stock Report

Market Cap: JP¥14.9t

Recruit Holdings Future Growth

Future criteria checks 3/6

Recruit Holdings is forecast to grow earnings and revenue by 11.9% and 6% per annum respectively. EPS is expected to grow by 14.6% per annum. Return on equity is forecast to be 41.2% in 3 years.

Key information

11.9%

Earnings growth rate

14.60%

EPS growth rate

Professional Services earnings growth12.7%
Revenue growth rate6.0%
Future return on equity41.16%
Analyst coverage

Good

Last updated09 Jun 2026

Recent future growth updates

Analysis Article • Feb 12

Recruit Holdings Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Shareholders might have noticed that Recruit Holdings Co., Ltd. ( TSE:6098 ) filed its third-quarter result this time...
Analysis Article • Nov 10

Recruit Holdings Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Investors in Recruit Holdings Co., Ltd. ( TSE:6098 ) had a good week, as its shares rose 5.2% to close at JP¥8,107...

Recent updates

Narrative Update • Jun 02

6098: AI Driven Profit Outlook Will Likely Prove Too Optimistic

Analysts have revised their price target for Recruit Holdings from ¥7,900 to about ¥8,386, citing updated assumptions for growth, margins, and a lower future P/E multiple as key drivers of the change. What's in the News Recruit Holdings shares moved up nearly 20% after the company issued a fiscal year 2026 profit forecast that projects a 25.4% increase in profit attributable to owners, with higher revenue and operating profit expectations, supported by source reports dated May 17, 2026.
Narrative Update • Apr 13

6098: Ongoing Share Repurchases And Record 2026 Guidance Will Support Upside Potential

Analysts have trimmed their price target for Recruit Holdings from ¥10,130 to ¥9,761, citing updated assumptions that combine a slightly higher discount rate with adjusted expectations for revenue growth, profit margins and future P/E levels. What's in the News A board meeting is scheduled for March 11, 2026 to discuss cancelling shares of treasury stock, which could change the total number of shares in issue if approved (Key Developments).
Narrative Update • Feb 23

6098: Ongoing Share Buybacks And Record Earnings Guidance Will Support Upside Potential

Analysts have nudged their price target on Recruit Holdings slightly lower from ¥10,198.75 to ¥10,130.00. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E.
Analysis Article • Feb 16

Statutory Profit Doesn't Reflect How Good Recruit Holdings' (TSE:6098) Earnings Are

The subdued stock price reaction suggests that Recruit Holdings Co., Ltd.'s ( TSE:6098 ) strong earnings didn't offer...
Analysis Article • Feb 13

Recruit Holdings Co., Ltd.'s (TSE:6098) Share Price Is Still Matching Investor Opinion Despite 32% Slump

Recruit Holdings Co., Ltd. ( TSE:6098 ) shares have had a horrible month, losing 32% after a relatively good period...
Analysis Article • Feb 12

Recruit Holdings Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Shareholders might have noticed that Recruit Holdings Co., Ltd. ( TSE:6098 ) filed its third-quarter result this time...
Narrative Update • Feb 08

6098: Ongoing Share Buybacks Will Support Future Upside Potential

Analysts have raised their price target for Recruit Holdings slightly, increasing it to ¥10,198.75 from ¥10,105, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News From January 1, 2026 to February 4, 2026, Recruit Holdings repurchased 12,112,000 shares, about 0.85% of shares, for ¥103,033.35 million under its ongoing buyback program announced on October 16, 2025 (Key Developments).
Analysis Article • Jan 29

Is Recruit Holdings Co., Ltd. (TSE:6098) Potentially Undervalued?

Let's talk about the popular Recruit Holdings Co., Ltd. ( TSE:6098 ). The company's shares saw a decent share price...
Narrative Update • Jan 24

6098: Share Buybacks And Higher EPS Guidance Will Support Bullish Upside

Analysts have lifted their price target on Recruit Holdings to ¥10,105 from ¥9,868, citing updated assumptions around revenue growth, profit margins, and an adjusted future P/E multiple. What's in the News Recruit Holdings completed a share repurchase of 18,315,000 shares, representing 1.29% of shares, for ¥146,965.64 million under the buyback announced on October 16, 2025 (company disclosure).
Analysis Article • Jan 18

Returns On Capital Are A Standout For Recruit Holdings (TSE:6098)

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Narrative Update • Jan 09

6098: Share Repurchases And Raised Guidance Will Support Stronger Future Earnings Power

Analysts have maintained Recruit Holdings' fair value target at ¥11,800, making only minor adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E to reflect updated views on the company’s risk profile and earnings power. What's in the News On October 16, 2025, the Board of Directors authorized a share repurchase plan allowing Recruit Holdings to buy back up to 38,000,000 shares, or 2.68% of shares outstanding (excluding treasury shares), for up to ¥250,000 million.
Narrative Update • Dec 14

6098: Share Repurchases Will Drive Increased Earnings Power Ahead

The analyst price target for Recruit Holdings has been revised slightly lower from ¥12,000 to ¥11,800, as analysts incorporate a higher discount rate and a more conservative future P/E multiple, partially offset by upgrades to long term revenue growth and profit margin assumptions. What's in the News The Board of Directors authorized a new share repurchase program of up to 38,000,000 shares (2.68% of shares outstanding) with a maximum allocation of ¥250,000 million, valid through April 30, 2026 (company announcement).
Analysis Article • Nov 25

Do Recruit Holdings' (TSE:6098) Earnings Warrant Your Attention?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analysis Article • Nov 10

Recruit Holdings Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Investors in Recruit Holdings Co., Ltd. ( TSE:6098 ) had a good week, as its shares rose 5.2% to close at JP¥8,107...
Analysis Article • Oct 18

Recruit Holdings (TSE:6098) Seems To Use Debt Rather Sparingly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Narrative Update • Sep 05

Global HR Digitalization And Automation Will Drive Future Efficiency

Analysts maintain a positive outlook on Recruit Holdings, citing undervalued value-added services, strengthening monetization, and improved profitability, with the consensus price target unchanged at ¥9868. Analyst Commentary Bullish analysts see market underappreciation of Recruit Holdings' emphasis on value-added services.
Analysis Article • Jun 30

We Think Recruit Holdings' (TSE:6098) Profit Is Only A Baseline For What They Can Achieve

When companies post strong earnings, the stock generally performs well, just like Recruit Holdings Co., Ltd.'s...
Analysis Article • Jun 19

Is Recruit Holdings Co., Ltd. (TSE:6098) Trading At A 31% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Recruit Holdings fair value estimate is JP¥11,537 Current...
User avatar
New Narrative • Nov 24

Indeed PLUS Propels Growth Amid Innovation And Global Challenges

The shift to a Pay Per Click model and small-scale innovations are poised to enhance revenue growth and platform efficiency.

Earnings and Revenue Growth Forecasts

TSE:6098 - Analysts future estimates and past financials data (JPY Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
3/31/20294,620,939830,487809,749874,91213
3/31/20284,271,351696,274683,855774,30217
3/31/20274,032,025618,322644,866724,31915
3/31/20263,697,351496,912607,140669,431N/A
12/31/20253,598,556461,873559,392623,110N/A
9/30/20253,552,357434,389531,578597,527N/A
6/30/20253,534,759423,014538,855605,254N/A
3/31/20253,557,478408,504545,106610,363N/A
12/31/20243,539,480375,769547,076613,065N/A
9/30/20243,509,258363,075501,781569,464N/A
6/30/20243,467,222362,020539,277608,451N/A
3/31/20243,416,492353,654465,433535,362N/A
12/31/20233,400,465341,599386,806459,242N/A
9/30/20233,413,809313,128378,333455,856N/A
6/30/20233,437,172283,387307,729384,173N/A
3/31/20233,429,519269,799361,437438,193N/A
12/31/20223,361,510296,045371,859446,275N/A
9/30/20223,227,447301,409424,681492,688N/A
6/30/20223,050,168303,441399,214463,283N/A
3/31/20222,871,705296,833375,225439,610N/A
12/31/20212,725,110262,232359,920420,534N/A
9/30/20212,590,632234,029253,145311,126N/A
6/30/20212,458,570186,934226,012284,661N/A
3/31/20212,269,346131,393228,283286,597N/A
12/31/20202,245,948130,929209,344274,517N/A
9/30/20202,242,885128,265242,906316,410N/A
6/30/20202,280,544142,892257,316336,182N/A
3/31/20202,399,465179,880220,066303,325N/A
12/31/20192,390,035194,741N/A308,295N/A
9/30/20192,368,618195,744N/A287,453N/A
6/30/20192,339,691186,228N/A282,914N/A
3/31/20192,310,756174,280N/A276,960N/A
12/31/20182,286,925169,127N/A263,727N/A
9/30/20182,253,630162,283N/A227,630N/A
6/30/20182,214,463158,811N/A216,318N/A
3/31/20182,173,385151,667N/A194,117N/A
12/31/20172,156,112146,372N/AN/AN/A
9/30/20172,088,576119,642N/A173,681N/A
6/30/20171,956,843108,238N/AN/AN/A
3/31/20171,839,98785,422N/A142,161N/A
12/31/20161,749,97084,497N/AN/AN/A
9/30/20161,666,65079,886N/A145,923N/A
6/30/20161,651,97859,689N/AN/AN/A
3/31/20161,588,62364,535N/A162,511N/A
12/31/20151,503,83268,825N/AN/AN/A
9/30/20151,419,10673,716N/A167,619N/A
6/30/20151,338,30373,333N/AN/AN/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: 6098's forecast earnings growth (11.9% per year) is above the savings rate (0.8%).

Earnings vs Market: 6098's earnings (11.9% per year) are forecast to grow faster than the JP market (9.3% per year).

High Growth Earnings: 6098's earnings are forecast to grow, but not significantly.

Revenue vs Market: 6098's revenue (6% per year) is forecast to grow slower than the JP market (6.2% per year).

High Growth Revenue: 6098's revenue (6% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: 6098's Return on Equity is forecast to be very high in 3 years time (41.2%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/16 00:04
End of Day Share Price 2026/06/16 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Recruit Holdings Co., Ltd. is covered by 20 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Yoshitaka NagaoBofA Global Research
Zijie YangChina International Capital Corporation Limited
Keiichi YoneshimaCitigroup Inc