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Stock Analysis & ValuationCRG Holdings Co.,Ltd. (7041.T)

Professional Stock Screener
Previous Close
¥329.00
Sector Valuation Confidence Level
Moderate
Valuation methodValue, ¥Upside, %
Artificial intelligence (AI)1424.11333
Intrinsic value (DCF)188.40-43
Graham-Dodd Method56.17-83
Graham Formula597.0381

Strategic Investment Analysis

Company Overview

CRG Holdings Co., Ltd. is a diversified Japanese company specializing in human resource services, outsourcing, system solutions, and M&A advisory. Headquartered in Tokyo, the company operates across multiple segments, including temporary staffing, recruitment for people with disabilities, BPO services (contact centers, remote BPO, logistics operations), and digital transformation solutions. Formerly known as Casting Road Holdings, the company rebranded in 2017 to reflect its broader business scope. CRG Holdings serves corporate clients with workforce management, recruitment analytics, and business succession services, positioning itself as a key player in Japan's staffing and employment sector. Despite challenges in profitability, the company maintains a strong presence in Japan's industrial and service sectors, leveraging digital tools and outsourcing expertise to meet evolving labor market demands.

Investment Summary

CRG Holdings presents a mixed investment profile. The company operates in Japan's competitive staffing and outsourcing industry, which benefits from structural labor shortages and increasing demand for flexible workforce solutions. However, recent financials show negative net income (-¥369M) and negative operating cash flow (-¥1.76B), raising concerns about profitability and liquidity. The company's diversified service offerings, including digital transformation and M&A advisory, provide some differentiation, but high total debt (¥8.47B) against a market cap of ¥1.75B indicates significant leverage. Investors should weigh Japan's growing outsourcing demand against CRG's financial challenges and competitive pressures.

Competitive Analysis

CRG Holdings competes in Japan's fragmented staffing and outsourcing industry, where differentiation is key. The company's strength lies in its diversified service portfolio, combining traditional staffing (including disability employment services) with digital solutions like recruitment analytics and data digitization. This hybrid model allows CRG to address both labor-intensive and tech-driven client needs. However, its financial struggles (negative EPS, high debt) limit its ability to invest in scaling operations or technology compared to better-capitalized rivals. CRG's M&A advisory segment provides a niche offering, but it lacks the scale of specialized firms. The company's beta of 0.467 suggests lower volatility than the market, possibly due to its mixed revenue streams, but also reflects limited growth momentum. Its competitive positioning is mid-tier—smaller than staffing giants like Recruit Holdings but more diversified than pure-play temp agencies. Success depends on improving operational efficiency and monetizing its digital tools.

Major Competitors

  • Recruit Holdings Co., Ltd. (6098.T): Recruit Holdings dominates Japan's HR services market with global scale (including Indeed and Glassdoor). Its strengths include vast resources for tech investment and a strong brand, but it may lack CRG's niche focus on disability employment and small-business M&A advisory. Recruit's profitability contrasts sharply with CRG's losses.
  • Pasona Group Inc. (2168.T): Pasona is a diversified staffing firm with strengths in temporary and permanent placement. Like CRG, it offers outsourcing services, but with greater emphasis on white-collar roles. Pasona's larger scale provides stability, but CRG's digital solutions (e.g., recruitment analytics) could offer a tech edge in specific segments.
  • IBJ Inc. (6071.T): IBJ specializes in recruitment and HR tech, competing directly with CRG's digital tools. Its strengths include a strong online platform for job matching, but it lacks CRG's physical outsourcing operations (e.g., warehouse logistics). IBJ's profitability may indicate better execution in tech-driven services.
  • Transcosmos Inc. (9735.T): Transcosmos is a major BPO player, overlapping with CRG's contact center and remote outsourcing services. Its global delivery network and scale are advantages, but CRG's integration of staffing and BPO offers a more end-to-end solution for certain clients. Transcosmos has stronger financials but less focus on disability employment.
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