Recruit Holdings Co., Ltd.

¥17,000As of Sun 8 Nov 2026, 12:00 UTC

TSE:6098Communication

Country Japan

PE (Fwd) •••

TSR 10Y CAGR 29.04%

Div yield 0.15%

ROE 36.22%

Internet Content & Information

Beta (5Y) 0.93

PE TTM 41.63

TSR TTM 121.15%

Mkt cap ¥23.67T

ROIC 54.88%

SE Grade™

Value

Quality

Moat

Consensus

Reference

¥17,141

0.83%

(73.03%)

Hold 0|2|9|0|5

TTM

FYE 31 Mar JPY

FY2017

FY2018

FY2019

FY2020

FY2021

FY2022

FY2023

FY2024

FY2025

FY2026

FY2027E

Trend

10Y

Peers

2,129

Revenue¥B

2,402

2,656

2,859

3,160

3,466

3,845

4,116

4,482

4,921

5,379

2,264

9.19%

9.33%

14.71

Revenue growth%

18.11

17.02

17.68

16.58

18.99

17.93

15.96

16.12

14.19

16.75

4.89

16.12

16.89

21.25

Gross margin%

28.16

27.31

29.92

28.08

26.38

23.89

22.76

21.83

20.03

18.46

22.04

21.83

25.13

24.61

Operating margin%

11.29

8.81

11.05

8.48

8.75

9.75

11.98

10.77

11.04

8.34

16.27

10.77

10.26

28.40

Net margin%

6.53

5.61

7.31

7.50

6.25

6.09

4.76

4.19

2.59

1.59

17.64

4.19

5.85

32.19

P/E ratio (avg)x

14.26

15.28

16.92

19.73

18.47

20.72

23.56

23.45

24.35

25.67

21.54

23.56

20.23

27.59

EV/EBITx

24.34

27.96

26.85

27.25

25.43

24.41

26.51

30.35

30.88

32.14

28.24

30.35

27.05

5.19

FCF yield (avg)%

27.19

28.10

28.84

29.31

30.69

30.04

32.40

31.27

28.99

30.93

11.25

30.93

29.68

18.92

FCF margin%

34.15

31.33

30.71

32.40

29.61

30.40

29.07

28.89

29.34

27.02

3.87

29.07

30.01

0.591

FCF / Net incomex

1.309

1.299

1.215

1.306

1.463

1.517

1.443

1.551

1.489

1.380

1.321

1.489

1.412

7.32

ROIC%

15.04

16.56

16.59

17.04

14.25

14.88

13.61

13.29

11.22

11.93

23.62

13.29

14.57

8.73

Return on equity%

17.40

16.14

16.50

15.18

14.56

11.64

13.95

16.86

15.69

12.96

9.77

13.95

15.43

10.44

Return on assets%

3.73

6.73

8.02

5.98

6.26

4.93

3.13

5.39

4.51

7.15

20.03

4.93

5.69

3,154

EPS¥

1,521

1,611

1,769

2,007

1,923

1,966

2,138

2,279

2,377

2,159

3,245

2.34%

4.75%

—

28.06

EPS growth%

30.00

30.15

29.16

28.01

27.10

29.87

31.27

30.01

30.33

28.20

5.79

30.01

29.93

565.37

Bookvalue per sh¥

905.15

877.69

891.47

934.18

996.40

1,078

1,141

1,258

1,132

1,217

542.07

4.08%

3.81%

—

2,062

FCF per share¥

1,079

1,187

1,224

1,363

1,433

1,648

1,685

1,876

2,209

2,261

1,268

9.55%

7.21%

—

2,909

Dividend per sh¥

2,611

2,637

2,769

2,514

2,304

2,544

2,413

2,158

2,203

2,469

2,701

1.39%

(0.45%)

—

14.22

Div yield (avg)%

17.09

15.17

12.34

13.11

13.75

13.41

16.19

14.87

15.36

13.30

2.03

14.87

14.31

15.16

Payout ratio%

5.17

7.40

6.71

7.84

8.70

8.11

6.21

3.59

3.30

0.88

7.07

3.59

6.46

1.381

Shares (diluted)B

1.691

1.597

1.525

1.671

1.676

1.691

1.899

1.811

1.686

1.741

1.390

0.77%

1.09%

9.52

Buyback yield%

4.62

6.29

4.20

2.68

1.39

3.09

1.83

0.88

2.91

2.93

8.25

2.91

2.92

0.169

D/E ratiox

0.238

0.213

0.219

0.230

0.237

0.238

0.214

0.227

0.225

0.204

1.411

0.225

0.226

3,302

Enterprise value¥B

3,945

3,661

3,497

3,888

4,200

4,221

3,934

3,699

4,089

4,229

1,456

0.14%

(0.25%)

1,944

LT debt¥B

1,570

1,582

1,886

2,115

2,262

2,258

2,516

2,556

2,605

2,677

3,937

3.43%

5.40%

Peers (US$150.3B)

Cap (US$)

Nintendo Co., Ltd.

59.86B

21.23x

LY Corporation

23.56B

25.10x

Konami Group Corporati…

23.54B

27.93x

Uber Technologies, Inc.

140.1B

40.94x

Capital

TTM

10Y

Leveragex

2.744

0.340

0.309

EBIT/Intx

0.795

0.527

0.425

Own earn%

27.64

56.19

54.43

Sh yield%

23.74

16.49

16.52

Owners

Insiders/Inst%

12.34

79.71

Short interest%

4.67

SBC / revenue%

0.64

Record

10Y

Profitable years

10/10

Revenue growth years

10/10

EPS growth years

10/10

Dividend streakyrs

Op margin range%

8–12

$1 testx

—

Incr. ROIC%

Recruit Holdings Co., Ltd. provides HR technology through three segments: HR Technology, offering online matching and hiring platforms for job seekers and employers; Staffing, offering temporary staffing for clerical, manufacturing and professional roles in Japan, Europe, the United States and Australia; and Marketing Matching Technologies, offering platforms for beauty, travel, dining, housing, bridal and education services.

Growth vs revenue

Latest

Trend

10Y CAGR

Rel growth

Revenue

¥5.379T

9.33%

1.00×

Cost of revenue

¥3.259T

9.00%

0.97×

Operating expenses

¥843.4B

10.11%

1.07×