| Valuation method | Value, ¥ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 1093.47 | -19 |
| Intrinsic value (DCF) | 39460.62 | 2814 |
| Graham-Dodd Method | 237.65 | -82 |
| Graham Formula | 2063.31 | 52 |
Timee, Inc. is a Tokyo-based technology company specializing in part-time work-sharing applications and internet media software. Founded in 2017 by Ryo Ogawa, Timee operates in the competitive Software - Application sector, focusing on innovative workforce solutions. The company's flagship product, a part-time job-sharing platform, addresses Japan's growing gig economy and labor flexibility demands. With a market capitalization of approximately ¥169.6 billion, Timee has established itself as a niche player in Japan's tech landscape. The company's revenue of ¥26.9 billion and net income of ¥2.8 billion in its latest fiscal year demonstrate its ability to monetize its platform effectively. Timee's cash position of ¥12.2 billion provides financial flexibility for further product development and market expansion. As Japan's workforce continues to evolve toward more flexible arrangements, Timee is well-positioned to capitalize on this structural shift in employment patterns.
Timee presents an interesting growth opportunity in Japan's evolving labor market, with its specialized focus on part-time work-sharing applications. The company's positive net income (¥2.8 billion) and revenue growth (¥26.9 billion) suggest effective monetization of its platform. However, investors should note the company's relatively high beta (1.03), indicating above-average volatility compared to the market. The absence of dividends suggests management is reinvesting profits into growth initiatives. Timee's strong cash position (¥12.2 billion) against total debt (¥11.4 billion) provides a stable financial base, though the debt level warrants monitoring. The company's success will likely depend on its ability to maintain technological innovation and expand its user base in Japan's competitive gig economy platform space.
Timee operates in a highly competitive segment of Japan's technology sector, competing with both specialized workforce platforms and broader HR technology providers. The company's primary competitive advantage lies in its focused approach to part-time work sharing, which allows for deeper specialization than generalist platforms. Timee's early-mover advantage in Japan's specific labor market conditions provides some protection against larger international competitors. However, the company faces significant challenges from well-funded global platforms that could potentially enter its niche. Timee's financial metrics suggest it has achieved reasonable scale (¥26.9 billion revenue), but its ability to sustain growth will depend on continuous product innovation and user acquisition. The company's technology stack and local market knowledge are key differentiators, though these advantages could be eroded if larger competitors decide to focus on Japan's part-time labor market. Timee's balance sheet strength provides some capacity for strategic investments or acquisitions to bolster its market position.