Recruit Holdings Co., Ltd. RCRUY

 — 
20.87 0.56 2.76% as of 25 Sep
Market cap
—
P/E
50.4×
Growth Flags show if company had growth for consecutive years

Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership —

Capital & Financial Ratios

Market Cap —
Revenue 23,988.09
Net Income 7,176.88
Free Cash Flow 5,387.46
Net Debt (5,869.80)
Current Ratio 2.09
Debt/Equity 0.00
P/E ratio 50.42
P/S ratio 6.06
P/B ratio 12.90
Past 5Y EPS Growth —
This Y EPS Growth —
Next Y EPS Growth —
Next 5Y EPS Growth —
in millions of $

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities

2024 2025 2026 Q'26
Cash 7,883 5,460 5,288 5,874
Receivables 3,794 3,729 4,219 4,010
Inventory — — — —
Other 486 515 757 745
12,163 9,704 10,264 10,628
2024 2025 2026 Q'26
Payables 2,483 2,492 2,809 2,432
ST’ Debt 3 — — —
Other 2,185 2,158 2,239 2,017
5,236 5,294 5,777 5,087
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 6.35% 2.73% (1.30%)
Cash Flow 12.56% 10.40% 10.86%
Earnings 19.83% 21.57% 17.99%
Book Value 4.99% 0.33% (4.66%)

Revenue

Jun Sep Dec Mar Year
’26 6,586 — — — —
’26 6,064 — — — 24,403
’25 5,770 — — — 23,479
’24 6,211 5,900 5,894 5,568 23,574
’23 6,492 6,325 6,249 6,312 25,378
’22 6,049 6,381 6,565 6,563 25,558
’21 4,422 5,350 5,871 5,689 21,332
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Jun Sep Dec Mar Year
’26 1,283 — — — —
’26 846 965 2,928 — 4,418
’25 817 1,053 2,888 — 4,028
’24 398 1,292 757 1,246 3,694
’23 836 800 770 837 3,243
’22 773 813 1,338 989 3,913
’21 808 599 497 790 2,694
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Jun Sep Dec Mar Year
’26 1,189 — — — —
’26 730 850 2,618 — 4,007
’25 717 930 2,564 — 3,598
’24 279 1,167 641 1,125 3,211
’23 707 679 612 676 2,675
’22 618 685 1,204 833 3,340
’21 652 459 359 864 2,336
in millions of $ · fiscal quarters ending in the months shown

EPS

Jun Sep Dec Mar Year
’26 0.18 — — — —
’26 0.11 — — — 0.46
’25 0.09 — — — 0.35
’24 0.09 0.10 0.09 0.03 0.31
’23 0.08 0.08 0.07 0.02 0.25
’22 0.09 0.10 0.09 0.05 0.32
’21 0.03 0.05 0.06 0.02 0.15
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1Buy 2 3Hold 4 5Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
— 4.55 4.50 4.21 8.10 5.31 4.83 7.55 8.95 7.57

Analyst estimates 2027–2029

Powerpack
Low Price
— 5.90 7.73 9.41 14.39 12.34 8.55 15.97 14.94 22.93
High Price
45,688 40,152 45,856 49,370 46,800 51,757 58,493 51,373 49,480 45,586
Employees
0 0 0 0 0 0 0 0 0 1
Revenue/Emp
17,112 19,560 20,797 22,075 21,332 25,558 25,378 23,574 23,479 24,403
Revenue
46.79% 46.67% 50.60% 53.90% 50.49% 57.46% 58.23% 57.50% 58.63% 59.18%
Gross Margin
1,357 1,798 2,158 2,081 1,584 3,406 2,721 2,941 3,479 4,254
EBT
7.93% 9.19% 10.38% 9.42% 7.43% 13.33% 10.72% 12.48% 14.82% 17.43%
EBT Margin
1,357 1,798 2,158 2,081 1,584 3,406 2,721 2,941 3,479 4,254
Net Income
942 554 640 1,065 1,128 1,096 903 811 721 707
Depreciation
2.04 2.34 2.49 2.66 2.59 3.13 3.17 3.01 3.12 3.44
Revenue/Sh
0.09 0.16 0.19 0.20 0.15 0.32 0.25 0.31 0.36 0.46
Earnings/Sh
0.15 0.21 0.30 0.34 0.33 0.48 0.41 0.47 0.54 0.62
Cash Flow/Sh
(0.07) (0.07) (0.08) (0.09) (0.04) (0.07) (0.07) (0.06) (0.06) (0.06)
Capex/Sh
0.08 0.14 0.22 0.24 0.28 0.41 0.33 0.41 0.48 0.56
Free CF/Sh
0.84 0.91 1.05 1.10 1.26 1.50 1.52 1.77 1.43 1.48
Book Value/Sh
8,402 8,352 8,354 8,307 8,230 8,169 8,001 7,825 7,525 7,103
Shares
31.33 31.33 31.05 26.06 64.74 26.68 22.10 27.83 33.04 27.40
PE Ratio
2.22 2.22 2.44 1.94 3.80 2.80 1.73 2.90 3.43 2.76
PS Ratio
5.59 5.59 5.70 4.68 7.82 5.84 3.61 4.93 6.65 6.30
PB Ratio
2.12 2.12 2.34 1.81 3.61 2.58 1.48 2.57 3.18 2.57
EV/Sales
35.38 35.38 26.35 19.70 32.95 19.77 14.05 18.84 13.79 8.86
EV/FCF
1,292 1,752 2,493 2,791 2,694 3,913 3,243 3,694 4,028 4,418
Op' Cash Flow
(615) (579) (682) (766) (358) (572) (568) (483) (431) (411)
Capex
678 1,173 1,811 2,025 2,336 3,340 2,675 3,211 3,598 4,007
FCF
3,302 2,909 2,803 2,928 3,049 4,329 5,051 6,927 4,410 4,487
Working Cap'
1,975 1,648 1,459 1,258 1,060 540 261 10 7 4
Total Debt
(1,246) (2,039) (2,410) (2,987) (4,017) (5,436) (6,281) (7,873) (5,454) (5,284)
Net Debt
7,076 7,585 8,750 9,161 10,352 12,249 12,143 13,861 10,741 10,524
Sh' Equity
6.82% 10.00% 10.48% 9.70% 6.33% 12.52% 9.45% 11.52% 13.48% 17.87%
ROA
12.68% 19.45% 19.79% 19.19% 15.10% 30.94% 27.16% 28.99% 38.27% 49.64%
ROIC
11.46% 18.67% 19.20% 18.48% 12.66% 23.38% 16.37% 18.77% 21.92% 30.85%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Mar 2026 · latest quarter Jun 2026

Recruit Holdings Co., Ltd. (RCRUY) key facts

  • Recruit Holdings Co., Ltd.’s revenue for fiscal 2026 (year ended March 2026) was JPY 24.4 billion, up 3.93% from fiscal 2025.
  • Net income was JPY 4.3 billion, or JPY 0.46 per share (basic), a net margin of 13.4%.
  • Return on equity was 30.9% and debt-to-equity 0.00.

Source: company filings (standardised) and stockrow calculations.

Recruit Holdings Co., Ltd. (RCRUY) Latest News

News by impact score

Fine-tune

23 Sep

3

Healthcare Services Group (HCSG) has delivered about a 12.8% return year-to-date, versus a roughly 12.6% decline for the broader Business Services group, helping HCSG outperform. HCSG carries a Zacks Rank of #1 (Strong Buy) and has seen its full-year earnings estimate raised about 12.9% over the last 90 days. Recruit Holdings Co., Ltd. (RCRUY) has surged about 101.4% year-to-date, with its current-year consensus EPS up 35.8% in the past three months and a Zacks Rank of #2 (Buy). RCRUY belongs to the Business - Information Services industry (ranked #77), while the industry group has fallen about 2.9% YTD. The piece suggests investors monitor both names as they attempt to sustain their solid performance within their respective groups. Strong YTD gains and large EPS upgrades point to near-term sentiment gains without indicating major strategic changes.

26 Jul

3

Recruit Holdings advances AI hiring initiatives, prompting questions over whether its current valuation is justified. AI hiring push may moderately shift investor views on growth and valuation without major operational overhaul.

2 Jul

3

Recruit Holdings (RCRUY) stock shows movement with indications that the trend may prove sustainable. Mention of a potentially sustainable trend points to moderate influence on RCRUY performance and sentiment.

20 May

4

Recruit Holdings Co., Ltd. achieves record growth driven by AI through its Indeed subsidiary. AI-fueled record growth signals major strategic gains that can significantly shift Recruit Holdings trajectory and investor outlook.

18 May

4

Recruit Holdings shares surged after the company issued positive guidance and reported strong hiring demand in job categories resistant to AI disruption. Upbeat guidance and resilient hiring in AI-resistant roles signal sustained revenue growth and improved market positioning.

28 Jan

3

Recruit Holdings CEO, Hiroshi Mikitani, stated that AI is not replacing workers, emphasizing that current data does not support claims of widespread job displacement. He highlighted the importance of AI in enhancing productivity and creating new job opportunities rather than eliminating existing roles. Mikitani's comments come amid ongoing discussions about the impact of AI on the workforce, asserting that the technology will augment rather than replace human labor. The discussion on AI's role in the workforce may influence market sentiment and operational strategies but is not expected to drastically alter the company's trajectory.

15 Sep

3

Indeed's new CEO emphasizes the importance of leveraging AI in HR processes, suggesting that HR leaders should delegate tasks such as candidate screening, scheduling interviews, and data analysis to AI systems. This shift aims to enhance efficiency and allow HR professionals to focus on strategic decision-making and employee engagement. The CEO believes that embracing AI will not only streamline operations but also improve the overall hiring experience for candidates and employers alike. The integration of AI in HR processes is expected to moderately influence Recruit Holdings' competitive positioning and operational efficiency.

9 Sep

3

Recruit Holdings Co., Ltd. is being evaluated for its current valuation, with discussions around whether it is undervalued in the market. Analysts are examining financial metrics and market conditions to assess the company's potential for growth and investment appeal. The analysis includes comparisons with industry peers and insights into future performance prospects. Moderate influence is expected due to the company's valuation assessment and potential growth opportunities.

11 Jul

4

Recruit Holdings announced layoffs of about 1,300 employees, or 6% of its HR technology segment workforce, affecting Indeed and Glassdoor. The cuts reflect a shift towards artificial intelligence and will impact various functions primarily in the U.S. The operations of Glassdoor will merge with Indeed, leading to the exit of Glassdoor CEO Christian Sutherland-Wong and Indeed's chief people officer LaFawn Davis. The financial implications of these layoffs have already been factored into the company's fiscal outlook. The layoffs and operational merger indicate a significant strategic shift towards AI, which could alter the company's competitive positioning and market dynamics.

4

Recruit Holdings is laying off 1,300 employees, about 6% of its HR Technology segment, primarily affecting teams in growth, people and sustainability, and research and development. This follows previous layoffs at Indeed, which cut 2,200 jobs in 2023 and 1,000 in the prior year. Glassdoor's operations will be integrated into Indeed, with its CEO departing. CEO Hisayuki Idekoba emphasized the need to adapt to AI advancements, which are influencing workforce reductions across various industries. The layoffs and integration of Glassdoor into Indeed represent significant strategic shifts that could alter the company's competitive position and market dynamics.

4

Recruit Holdings Co., Ltd. will lay off 1,300 employees from its Indeed and Glassdoor platforms as part of a strategic shift towards artificial intelligence. This decision reflects the company's efforts to streamline operations and adapt to changing market demands, particularly in the recruitment and job search sectors. The layoffs are expected to impact various roles within the organization as it focuses on integrating AI technologies to enhance its services. The layoffs indicate a significant strategic shift towards AI, which could alter the company's competitive positioning and market dynamics.

3

Indeed and Glassdoor, both owned by Recruit Holdings Co., Ltd., are laying off employees as they increasingly integrate artificial intelligence into their operations. The shift towards AI is seen as a response to evolving market demands and the need for efficiency, leading to job cuts in various departments. This trend reflects a broader movement in the tech industry where companies are optimizing their workforce in light of advancing technologies. Job cuts due to AI integration may moderately influence Recruit Holdings' operational dynamics and market positioning.

3

Recruit Holdings Co., Ltd. is reportedly laying off employees at its Glassdoor and Indeed platforms due to the increasing integration of artificial intelligence in their operations. The decision reflects a broader trend in the job market as companies adapt to technological advancements, potentially impacting workforce dynamics and operational strategies. The layoffs indicate a shift in operational strategy that may affect financial performance and competitive positioning.

3

Indeed and Glassdoor, both owned by Recruit Holdings Co., Ltd., are implementing AI-driven job cuts as part of a broader trend in the tech industry. This move reflects the ongoing integration of artificial intelligence in various sectors, leading to workforce reductions. The companies aim to enhance efficiency and adapt to changing market demands, although this shift raises concerns about job security in the tech workforce. AI-driven job cuts may affect operational efficiency and market sentiment but are unlikely to fundamentally alter the company's trajectory.

12 Nov

4

Recruit Holdings Co., Ltd. (RCRUY) reports strong performance in H1 FY2024. The significant impact is likely due to the strong performance reported by the company.

23 Oct

3

Limbach (LMB) stock is outpacing its business services peers this year. The article highlights the potential impact of Limbach stock performance on its business services peers.

21 Oct

4

Recruit Holdings Co. (RCRRF) is a great choice for 'trend' investors. The article suggests that investing in Recruit Holdings Co. could have a significant impact on future performance.

2 Oct

4

Recruit Holdings Co. (RCRRF) is experiencing a positive trend that could be sustainable. The article suggests that the trend in Recruit Holdings Co. could significantly alter the company's trajectory and investor sentiment.

16 Sep

3

Recent price trend in Recruit Holdings Co. (RCRRF) is favorable for investors. The article suggests a moderately noticeable influence on the company's future and market performance.

28 Aug

3

Recruit Holdings Co. (RCRRF) has been upgraded to a Strong Buy rating. The upgrade to a Strong Buy rating may moderately influence the company's market performance.

13 Aug

4

Momentum in Recruit Holdings Co. (RCRRF) expected to continue. Significant impact likely on future performance and market sentiment.

23 Jul

3

The article discusses factors that could help Recruit Holdings Co. maintain its recent price strength. The potential impact on the company's future and market performance is expected to be moderately noticeable.

14 Mar

3

Recruit Holdings Co., Ltd. will host an Investor Update Virtual Event from March 26-29, 2024. The event may moderately influence key areas such as financial performance and competitive positioning.

8 Feb

3

Recruit Holdings Co., Ltd. (RCRUY) will announce its third quarter FY2023 results on Feb 9 JST. The announcement of third quarter results may moderately influence financial performance and competitive positioning.

stockrow.com/RCRUY · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com