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Stock Analysis & ValuationQuick Co.,Ltd. (4318.T)

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¥869.00
Sector Valuation Confidence Level
Moderate
Valuation methodValue, ¥Upside, %
Artificial intelligence (AI)3753.36332
Intrinsic value (DCF)1767.72103
Graham-Dodd Method328.28-62
Graham Formula3426.44294

Strategic Investment Analysis

Company Overview

Quick Co., Ltd. (4318.T) is a leading Japanese provider of human resource and information services, operating both domestically and internationally. Founded in 1980 and headquartered in Osaka, the company specializes in recruitment advertisement planning, human resources consultancy, education and training, and staffing solutions, including temporary and permanent placements. Quick Co. also offers labor consulting and advisory services, publishes HR-related information magazines, and operates Nihon no Jinjibu, a prominent HR-focused website. Serving the Industrials sector within the Staffing & Employment Services industry, Quick Co. plays a vital role in Japan's labor market by connecting employers with talent and providing critical HR insights. With a market capitalization of approximately ¥40.6 billion, the company demonstrates stability and growth potential in Japan's evolving employment landscape.

Investment Summary

Quick Co., Ltd. presents a stable investment opportunity with moderate growth potential in Japan's HR and staffing sector. The company's diversified service offerings, including recruitment, consulting, and digital HR platforms, provide resilience against economic fluctuations. With a solid net income of ¥3.58 billion and strong operating cash flow of ¥4.16 billion, Quick Co. maintains healthy financials. A low beta of 0.523 suggests lower volatility compared to the broader market, appealing to risk-averse investors. The company's ¥96 dividend per share indicates a shareholder-friendly approach. However, investors should monitor Japan's demographic challenges, including an aging workforce, which may impact long-term demand for staffing services. The minimal debt (¥120 million) and substantial cash reserves (¥15.05 billion) provide financial flexibility for strategic investments or acquisitions.

Competitive Analysis

Quick Co. competes in Japan's fragmented staffing and HR services market by leveraging its integrated service model combining traditional recruitment with digital HR solutions. Its competitive advantage stems from its long-standing industry presence (since 1980), diversified service portfolio, and the Nihon no Jinjibu platform, which establishes it as an HR information authority. The company's dual focus on both staffing services and HR consulting creates cross-selling opportunities that pure-play competitors lack. Quick Co.'s regional headquarters in Osaka provides proximity to western Japan's industrial hubs, differentiating it from Tokyo-centric competitors. However, the company faces intensifying competition from digital-first HR platforms and global staffing firms expanding in Japan. Its domestic focus, while providing deep market knowledge, may limit growth compared to multinational peers. The company's financial stability (with high cash reserves and minimal debt) allows for strategic investments in technology to compete with newer digital entrants. Quick Co.'s challenge lies in balancing its traditional HR services with the need for technological innovation in recruitment processes.

Major Competitors

  • Mixi, Inc. (2121.T): Mixi operates Japan's prominent job-matching platform 'Find Job!' and other HR tech services. While Quick Co. offers broader HR services, Mixi's strength lies in its digital-native approach and strong mobile platform. However, Mixi lacks Quick Co.'s comprehensive consulting and traditional staffing services, focusing more on tech-driven recruitment solutions.
  • JAC Recruitment Co., Ltd. (6072.T): JAC Recruitment specializes in high-end and international staffing solutions, contrasting with Quick Co.'s broader service range. JAC's strength is its global network and executive search capabilities, while Quick Co. has stronger domestic mid-market presence and HR information services. JAC's more specialized focus gives it an edge in premium recruitment but limits service diversification.
  • Persol Holdings Co., Ltd. (9735.T): Persol is Japan's largest staffing firm with extensive temporary staffing operations. Compared to Quick Co., Persol has greater scale and nationwide coverage but lacks Quick Co.'s HR information services and consulting depth. Persol's strength is operational efficiency in high-volume staffing, while Quick Co. offers more specialized HR solutions.
  • Persol Holdings Co., Ltd. (2181.T): Note: Duplicate entry for Persol Holdings (9735.T and 2181.T are same company). This appears to be an error in data sourcing. Actual major competitor would be Recruit Holdings (6098.T), the global HR giant that dominates Japan's market with its broad platform including Indeed, Glassdoor, and domestic services. Recruit's massive scale and technology investment outpace Quick Co., though Quick maintains advantages in specialized HR consulting.
  • ABIST Co., Ltd. (6087.T): ABIST focuses on IT and engineering staffing, a more specialized segment than Quick Co.'s generalist approach. ABIST's technical recruitment expertise gives it strength in growing tech sectors, while Quick Co. benefits from broader industry coverage. ABIST's smaller size limits its service diversification compared to Quick Co.'s integrated HR model.
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