Recruit Holdings (6098.T)
Industrials · TSE · Japan
Fundamentals
Valuation and ratings
Recruit Holdings trades at ¥12,730.00, close to the ¥13,383.37 our discounted cash flow model puts on the business. On this measure the market and the model broadly agree, so the interesting question is which of them is wrong.
Our moat model scores it 86 out of 100, which is a wide moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 35.2 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
About Recruit Holdings
Recruit Holdings Co., Ltd. provides HR technology and business solutions that transforms the world of work. It operates through three segments: HR Technology, Staffing and Marketing Matching Technologies. The HR Technology segment provides online matching and hiring platforms connecting job seekers and employers. The Staffing segment offers temporary staffing and other related services for clerical, manufacturing, light industry, and various professional positions across industries in Japan, Europe, the United States, and Australia. The Marketing Matching Technologies segment provides platform for beauty, travel, dining, and SaaS solutions as lifestyle; housing and real estate and other includes automobile, bridal, education, and other services in marketing solutions. The company was formerly known as Recruit Co., Ltd. and changed its name to Recruit Holdings Co., Ltd. in October 2012. Recruit Holdings Co., Ltd. was founded in 1960 and is headquartered in Tokyo, Japan.
6098.T passes 6 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Common questions
Is Recruit Holdings (6098.T) undervalued?
Against our discounted cash flow estimate of ¥13,383.37, 6098.T at ¥12,730.00 is 5% below fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
What is 6098.T's P/E ratio?
6098.T trades at 35.2 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
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Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.
