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6098

Recruit Holdings TSE:6098 Stock Report

Last Price

JP¥5.02k

Market Cap

JP¥8.1t

7D

0.9%

1Y

-17.7%

Updated

16 Aug, 2022

Data

Company Financials +
6098 fundamental analysis
Snowflake Score
Valuation4/6
Future Growth3/6
Past Performance5/6
Financial Health6/6
Dividends0/6

6098 Stock Overview

Recruit Holdings Co., Ltd. provides HR technology and business solutions.

Recruit Holdings Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Recruit Holdings
Historical stock prices
Current Share PriceJP¥5,020.00
52 Week HighJP¥8,180.00
52 Week LowJP¥3,708.00
Beta0
1 Month Change13.73%
3 Month Change9.08%
1 Year Change-17.66%
3 Year Change50.30%
5 Year Change130.91%
Change since IPO352.25%

Recent News & Updates

Shareholder Returns

6098JP Professional ServicesJP Market
7D0.9%1.3%2.3%
1Y-17.7%-13.2%2.5%

Return vs Industry: 6098 underperformed the JP Professional Services industry which returned -13.2% over the past year.

Return vs Market: 6098 underperformed the JP Market which returned 2.5% over the past year.

Price Volatility

Is 6098's price volatile compared to industry and market?
6098 volatility
6098 Average Weekly Movement6.1%
Professional Services Industry Average Movement5.7%
Market Average Movement3.8%
10% most volatile stocks in JP Market7.8%
10% least volatile stocks in JP Market2.0%

Stable Share Price: 6098 is more volatile than 75% of JP stocks over the past 3 months, typically moving +/- 6% a week.

Volatility Over Time: 6098's weekly volatility (6%) has been stable over the past year, but is still higher than 75% of JP stocks.

About the Company

FoundedEmployeesCEOWebsite
196051,757Deko Idekobahttps://recruit-holdings.com

Recruit Holdings Co., Ltd. provides HR technology and business solutions. The company operates through three segments: HR Technology, Media & Solutions, and Staffing. The HR Technology segment provides various technological solutions that help job seekers and employers in navigating hiring and recruitment.

Recruit Holdings Fundamentals Summary

How do Recruit Holdings's earnings and revenue compare to its market cap?
6098 fundamental statistics
Market CapJP¥8.08t
Earnings (TTM)JP¥303.44b
Revenue (TTM)JP¥3.05t

26.6x

P/E Ratio

2.6x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
6098 income statement (TTM)
RevenueJP¥3.05t
Cost of RevenueJP¥1.28t
Gross ProfitJP¥1.77t
Other ExpensesJP¥1.47t
EarningsJP¥303.44b

Last Reported Earnings

Jun 30, 2022

Next Earnings Date

n/a

Earnings per share (EPS)188.50
Gross Margin58.13%
Net Profit Margin9.95%
Debt/Equity Ratio4.1%

How did 6098 perform over the long term?

See historical performance and comparison

Dividends

0.4%

Current Dividend Yield

12%

Payout Ratio

Does 6098 pay a reliable dividends?

See 6098 dividend history and benchmarks
When do you need to buy 6098 by to receive an upcoming dividend?
Recruit Holdings dividend dates
Ex Dividend DateSep 29 2022
Dividend Pay DateDec 12 2022
Days until Ex dividend43 days
Days until Dividend pay date117 days

Does 6098 pay a reliable dividends?

See 6098 dividend history and benchmarks
We’ve recently updated our valuation analysis.

Valuation

Is 6098 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Below Fair Value

  • Significantly Below Fair Value

  • Analyst Forecast

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 6098?

Other financial metrics that can be useful for relative valuation.

6098 key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue2.5x
Enterprise Value/EBITDA15x
PEG Ratio1.4x

Price to Earnings Ratio vs Peers

How does 6098's PE Ratio compare to its peers?

6098 PE Ratio vs Peers
The above table shows the PE ratio for 6098 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyPEEstimated GrowthMarket Cap
Peer Average33.9x
2181 Persol Holdings
20.3x13.6%JP¥679.2b
6028 TechnoPro Holdings
23.5x11.0%JP¥363.0b
2412 Benefit One
40.9x21.0%JP¥351.6b
2175 SMS
50.8x18.1%JP¥297.6b
6098 Recruit Holdings
26.6x18.9%JP¥8.1t

Price-To-Earnings vs Peers: 6098 is good value based on its Price-To-Earnings Ratio (26.6x) compared to the peer average (33.9x).


Price to Earnings Ratio vs Industry

How does 6098's PE Ratio compare vs other companies in the JP Professional Services Industry?

Price-To-Earnings vs Industry: 6098 is expensive based on its Price-To-Earnings Ratio (26.6x) compared to the JP Professional Services industry average (18.4x)


Price to Earnings Ratio vs Fair Ratio

What is 6098's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

6098 PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio26.6x
Fair PE Ratio48.5x

Price-To-Earnings vs Fair Ratio: 6098 is good value based on its Price-To-Earnings Ratio (26.6x) compared to the estimated Fair Price-To-Earnings Ratio (48.5x).


Share Price vs Fair Value

What is the Fair Price of 6098 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 6098 (¥5020) is trading below our estimate of fair value (¥11924.6)

Significantly Below Fair Value: 6098 is trading below fair value by more than 20%.


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

Analyst Forecast: Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.


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Future Growth

How is Recruit Holdings forecast to perform in the next 1 to 3 years based on estimates from 17 analysts?

Future Growth Score

3/6

Future Growth Score 3/6

  • Earnings vs Savings Rate

  • Earnings vs Market

  • High Growth Earnings

  • Revenue vs Market

  • High Growth Revenue

  • Future ROE


18.9%

Forecasted annual earnings growth

Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: 6098's forecast earnings growth (18.9% per year) is above the savings rate (0.04%).

Earnings vs Market: 6098's earnings (18.9% per year) are forecast to grow faster than the JP market (8.6% per year).

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

Revenue vs Market: 6098's revenue (9.8% per year) is forecast to grow faster than the JP market (4.3% per year).

High Growth Revenue: 6098's revenue (9.8% 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 low in 3 years time (19.1%).


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Past Performance

How has Recruit Holdings performed over the past 5 years?

Past Performance Score

5/6

Past Performance Score 5/6

  • Quality Earnings

  • Growing Profit Margin

  • Earnings Trend

  • Accelerating Growth

  • Earnings vs Industry

  • High ROE


13.5%

Historical annual earnings growth

Earnings and Revenue History

Quality Earnings: 6098 has high quality earnings.

Growing Profit Margin: 6098's current net profit margins (9.9%) are higher than last year (7.6%).


Past Earnings Growth Analysis

Earnings Trend: 6098's earnings have grown by 13.5% per year over the past 5 years.

Accelerating Growth: 6098's earnings growth over the past year (62.3%) exceeds its 5-year average (13.5% per year).

Earnings vs Industry: 6098 earnings growth over the past year (62.3%) exceeded the Professional Services industry 29.4%.


Return on Equity

High ROE: 6098's Return on Equity (19.4%) is considered low.


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Financial Health

How is Recruit Holdings's financial position?

Financial Health Score

6/6

Financial Health Score 6/6

  • Short Term Liabilities

  • Long Term Liabilities

  • Debt Level

  • Reducing Debt

  • Debt Coverage

  • Interest Coverage

Financial Position Analysis

Short Term Liabilities: 6098's short term assets (¥1,392.1B) exceed its short term liabilities (¥720.9B).

Long Term Liabilities: 6098's short term assets (¥1,392.1B) exceed its long term liabilities (¥398.8B).


Debt to Equity History and Analysis

Debt Level: 6098 has more cash than its total debt.

Reducing Debt: 6098's debt to equity ratio has reduced from 28% to 4.1% over the past 5 years.

Debt Coverage: 6098's debt is well covered by operating cash flow (727.8%).

Interest Coverage: 6098's interest payments on its debt are well covered by EBIT (183.1x coverage).


Balance Sheet


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Dividend

What is Recruit Holdings's current dividend yield, its reliability and sustainability?

Dividend Score

0/6

Dividend Score 0/6

  • Notable Dividend

  • High Dividend

  • Stable Dividend

  • Growing Dividend

  • Earnings Coverage

  • Cash Flow Coverage


0.44%

Current Dividend Yield

Upcoming Dividend Payment

TodayAug 16 2022Ex Dividend DateSep 29 2022Dividend Pay DateDec 12 202274 days from Ex DividendBuy in the next 43 days to receive the upcoming dividend

Dividend Yield vs Market

Notable Dividend: 6098's dividend (0.44%) isn’t notable compared to the bottom 25% of dividend payers in the JP market (1.63%).

High Dividend: 6098's dividend (0.44%) is low compared to the top 25% of dividend payers in the JP market (3.61%).


Stability and Growth of Payments

Stable Dividend: 6098 is not paying a notable dividend for the JP market, therefore no need to check if payments are stable.

Growing Dividend: 6098 is not paying a notable dividend for the JP market, therefore no need to check if payments are increasing.


Earnings Payout to Shareholders

Earnings Coverage: 6098 is not paying a notable dividend for the JP market.


Cash Payout to Shareholders

Cash Flow Coverage: 6098 is not paying a notable dividend for the JP market.


Discover strong dividend paying companies

Management

How experienced are the management team and are they aligned to shareholders interests?

3.5yrs

Average management tenure


CEO

Deko Idekoba (47 yo)

1.33yrs

Tenure

JP¥244,000,000

Compensation

Mr. Hisayuki Idekoba, also known as Deko, served as Chief Operating Officer at Recruit Holdings Co., Ltd since January 1, 2018 until 2021 and its Executive Vice President since April 1, 2020. He serves as...


CEO Compensation Analysis

Compensation vs Market: Deko's total compensation ($USD1.83M) is about average for companies of similar size in the JP market ($USD1.53M).

Compensation vs Earnings: Deko's compensation has increased by more than 20% in the past year.


Leadership Team

Experienced Management: 6098's management team is considered experienced (3.5 years average tenure).


Board Members

Experienced Board: 6098's board of directors are considered experienced (3.2 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Recruit Holdings Co., Ltd.'s employee growth, exchange listings and data sources


Key Information

  • Name: Recruit Holdings Co., Ltd.
  • Ticker: 6098
  • Exchange: TSE
  • Founded: 1960
  • Industry: Human Resource and Employment Services
  • Sector: Commercial Services
  • Implied Market Cap: JP¥8.081t
  • Shares outstanding: 1.61b
  • Website: https://recruit-holdings.com

Number of Employees


Location

  • Recruit Holdings Co., Ltd.
  • 1-9-2 Marunouchi
  • Chiyoda-ku
  • Tokyo
  • 100-6640
  • Japan

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2022/08/16 00:00
End of Day Share Price2022/08/16 00:00
Earnings2022/06/30
Annual Earnings2022/03/31


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 here.