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Employees: 1,367
Size Timee (215A.T) is a Japan Information Technology company (Packaged Software) with a market value of $878M, the 788th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,374 on 6 Nov 2026.
Performance Over six months the shares gained 8.8%, against -14.7% for the median peer and +1.8% for the Japan market (cap-weighted) — 7th highest of 20 in its peer set.
Growth Revenue grew 56.3% over the last twelve months (peer median +21.1%); the operating margin is 18.1% (peer median 3.8%).
Valuation It trades at 21.0× forward earnings against a peer median of 26.6× (4th cheapest of 15).
Price implies For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is +89%, so the hurdle is -89 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 32.6 points above its cost of capital (5.0% WACC).
Next results Next results expected around 11 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | n/a | ¥42.0B | ¥26.9B | ¥16.1B | ¥6.22B |
| Revenue growth | — | +56% | +66% | +160% | — |
| Gross profit | n/a | ¥38.5B | ¥25.4B | ¥15.3B | ¥5.79B |
| EBITDA | n/a | ¥7.98B | ¥4.43B | ¥2.15B | ¥195M |
| Net income | n/a | ¥4.88B | ¥2.80B | ¥1.80B | ¥257M |
| Free cash flow | n/a | ¥1.03B | ¥1.05B | -¥1.24B | -¥2.05B |
| Capital expenditure | n/a | ¥256M | ¥138M | ¥493M | ¥101M |
| Total debt | ¥13.0B | ¥14.2B | ¥11.4B | ¥8.18B | ¥2.86B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 215A.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -5.1% | +0.4% | 7th lowest of 21 |
| 6-month return | +8.8% | -14.7% | 7th highest of 20 |
| Distance from 52-week high | -24.7% | -38.5% | 7th highest of 21 |
| Revenue growth (TTM) | +56.3% | +21.1% | 3rd highest of 21 |
| Operating margin | 18.1% | 3.8% | 5th highest of 21 |
| Forward P/E | 21.0× | 26.6× | 4th cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | 0.0% | 14.6% | 4th least demanding of 12 |
| Growth delivered (Del g) | +89.1% | +14.1% | highest of 12 |
| Hurdle (Req g minus delivered) | -89.1 pp | -6.7 pp | least demanding of 12 |
| ROIC minus cost of capital | +32.6 pp | -3.7 pp | 2nd highest of 20 |
| EV / EBITDA | 17.0× | 11.2× | 2nd most expensive of 8 |
| Net debt / EBITDA | -0.4× | -0.6× | 4th most indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Timee 215A.T | Japan | $878M | +9% | +56% | 18% | 21.0× | 0.0% | +89.1% |
| Beijing Shenzhou Aerospace Software Technology 688562.SS | China | $878M | -21% | +24% | -5% | n/a | n/a | n/a |
| Montnets Cloud Technology 002123.SZ | China | $875M | -21% | -30% | -11% | 22.8× | n/a | n/a |
| BlackSky Technology BKSY | United States | $873M | -46% | +4% | -43% | n/a | n/a | n/a |
| HealthStream HSTM | United States | $884M | +21% | +10% | 8% | 38.7× | 14.6% | +4.4% |
| Frequentis FQT.DE | Germany | $870M | -15% | +34% | 9% | 19.0× | -7.6% | +14.1% |
| Qt Group Plc QTCOM.HE | Finland | $887M | +62% | +17% | 16% | 26.8× | 16.4% | +22.2% |
| Rastar 300043.SZ | China | $870M | -20% | -43% | 20% | n/a | 10.6% | +3.7% |
| Appier 4180.T | Japan | $869M | +50% | +28% | 7% | 30.7× | 19.5% | +37.3% |
| Shenzhen Farben Information Technology 300925.SZ | China | $867M | -27% | +22% | 1% | 45.7× | n/a | n/a |
| Cybozu 4776.T | Japan | $862M | +43% | +20% | 27% | 16.8× | -2.8% | +19.0% |
| Fujian Boss Software 300525.SZ | China | $861M | -24% | -5% | 8% | 26.4× | 5.4% | +12.1% |
| Beijing Global Safety Technology 300523.SZ | China | $855M | -14% | +29% | -11% | 34.9× | n/a | n/a |
| Viant Technology DSP | United States | $854M | +7% | +22% | 36% | 50.8× | -4.6% | +15.8% |
| Youon Technology 603776.SS | China | $852M | +3% | +34% | -28% | n/a | 16.7% | -14.0% |
| Beijing eGOVA 300075.SZ | China | $851M | -29% | -5% | -102% | 25.4× | n/a | n/a |
| PAR Technology PAR | United States | $850M | +43% | +19% | -10% | 17.7× | n/a | n/a |
| RateGain Travel Technologies RATEGAIN.NS | India | $910M | +15% | +114% | 15% | 22.9× | 32.4% | +48.7% |
| Fujian Apex Software 603383.SS | China | $848M | -15% | -8% | 25% | 27.8× | 16.4% | +10.7% |
| Lunit 328130.KS | South Korea | $846M | -25% | +24% | -76% | n/a | n/a | n/a |
| Tier IV 593A.T | Japan | $913M | n/a | +66% | -164% | n/a | n/a | n/a |