Why is JAC Recruitment Co., Ltd. ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 37.40%
- Healthy long term growth as Net Sales has grown by an annual rate of 11.69%
- Company has very low debt and has enough cash to service the debt requirements
2
Positive results in Jun 25
- NET SALES(HY) At JPY 23,247 MM has Grown at 21.73%
- ROCE(HY) Highest at 39.65%
- INTEREST COVERAGE RATIO(Q) Highest at 97,700
3
With ROE of 42.07%, it has a very attractive valuation with a 9.79 Price to Book Value
- The stock is trading at a premium compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 45.33%, its profits have risen by 15.8% ; the PEG ratio of the company is 1.5
4
Market Beating Performance
- The stock has generated a return of 45.33% in the last 1 year, much higher than market (Japan Nikkei 225) returns of 28.54%
How much should you buy?
- Overall Portfolio exposure to JAC Recruitment Co., Ltd. should be less than 10%
- Overall Portfolio exposure to Diversified Commercial Services should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Diversified Commercial Services)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is JAC Recruitment Co., Ltd. for you?
Low Risk, High Return
Absolute
Risk Adjusted
Volatility
JAC Recruitment Co., Ltd.
45.33%
2.23
27.65%
Japan Nikkei 225
28.54%
1.11
25.75%
Quality key factors
Factor
Value
Sales Growth (5y)
11.69%
EBIT Growth (5y)
12.06%
EBIT to Interest (avg)
100.00
Debt to EBITDA (avg)
0
Net Debt to Equity (avg)
-0.89
Sales to Capital Employed (avg)
2.25
Tax Ratio
32.56%
Dividend Payout Ratio
73.82%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
371.75%
ROE (avg)
37.40%
Valuation Key Factors 
Factor
Value
P/E Ratio
23
Industry P/E
Price to Book Value
9.79
EV to EBIT
14.24
EV to EBITDA
13.50
EV to Capital Employed
79.85
EV to Sales
3.54
PEG Ratio
1.47
Dividend Yield
NA
ROCE (Latest)
560.61%
ROE (Latest)
42.07%
Technical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Mildly Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bearish
No Trend
OBV
Mildly Bearish
No Trend
Technical Movement
12What is working for the Company
NET SALES(HY)
At JPY 23,247 MM has Grown at 21.73%
ROCE(HY)
Highest at 39.65%
INTEREST COVERAGE RATIO(Q)
Highest at 97,700
RAW MATERIAL COST(Y)
Fallen by -0.9% (YoY
CASH AND EQV(HY)
Highest at JPY 32,737 MM
INVENTORY TURNOVER RATIO(HY)
Highest at 2,454%
-1What is not working for the Company
DEBTORS TURNOVER RATIO(HY)
Lowest at 14.65%
Here's what is working for JAC Recruitment Co., Ltd.
Interest Coverage Ratio
Highest at 97,700
in the last five periodsMOJO Watch
The company's ability to manage interest payments is improving
Operating Profit to Interest
Net Sales
At JPY 11,454 MM has Grown at 19.94%
Year on Year (YoY)MOJO Watch
Near term sales trend is positive
Net Sales (JPY MM)
Cash and Eqv
Highest at JPY 32,737 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is improving
Cash and Cash Equivalents
Inventory Turnover Ratio
Highest at 2,454%
in the last five Semi-Annual periodsMOJO Watch
Company has been able to sell its inventory faster
Inventory Turnover Ratio
Raw Material Cost
Fallen by -0.9% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for JAC Recruitment Co., Ltd.
Debtors Turnover Ratio
Lowest at 14.65%
in the last five Semi-Annual periodsMOJO Watch
Company's pace of selling Debtors has slowed
Debtors Turnover Ratio






