Recruit Holdings (RCRUY) Fair Value & Analysis
Communication Services · US · Market cap $97.2B
Recruit Holdings
RCRUY · US
Fair value as of: Jul 18, 2026
From 26 valuation models · updated 23 days ago
Share price +29.7% over the past month.
A strong business, but screening 49% overvalued on our models.
What matters now
- A high-quality business (quality 92/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case ($12.32). The favourable scenario is already priced in.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.
How to read this chart
60‑month range $4.90 – $19.41 · fair‑value band $7.39 – $12.32 · the $19.41 price screens above the $9.86 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.
Analysis
Recruit Holdings (RCRUY) currently trades at $19.41, while our model-based Fair Value estimate is $9.86, implying the stock looks roughly 49.2% overvalued today. The Quality Score stands at 92/100 (high quality), in the Communication Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Recruit Holdings generated revenue of $3.7T at a net margin of 13.4%. Revenue grew 11.5% year over year. It earns a return on equity of 30.8%. The balance sheet holds a net cash position of $542B. Fundamentals as of Jul 18, 2026
Our scenario range runs from $7.39 (bear case) to $12.32 (bull case); at $19.41, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 148% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 2% fair-value upside, at -49%, RCRUY screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: DCF Models ($11.98) versus Dividend Discount ($0.5377). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 88 · Market factors (momentum, volatility) 79
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
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.
Full company description
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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Recruit Holdings reported revenue of $3.9T in FY2026 versus $2.9T in FY2022, a compound +8.1%/yr. Reported net income was $527B in FY2026, compounding +15.4%/yr from FY2022.
RCRUY screens 49% overvalued. Compare with Alphabet Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Recruit Holdings (TSE:6098) Stock Could Be A Bargain Below Fair Value
- Recruit Holdings (TSE:6098) Following Its AI Hiring Narrative, Is It Fully Valued?
- Recruit Holdings Co. (RCRUY) Is a Great Choice for 'Trend' Investors, Here's Why
- Are You Looking for a Top Momentum Pick? Why Recruit Holdings Co., Ltd. (RCRUY) is a Great Choice
Peer Group
Internet Content & Information · 151 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Internet Content & Information median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Internet Content & Information stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Alphabet Inc GOOGL | $354.46 | $145.14 | -59% |
| Meta Platforms, Inc META | $669.21 | $534.91 | -20% |
| Tencent Holdings 0700 | HK$460.20 | HK$467.50 | +2% |
| Spotify Technology S.A SPOT | $485.38 | $209.56 | -57% |
| Baidu, Inc BIDU | $113.30 | $451.51 | +299% |
| Reddit, Inc RDDT | $195.34 | $39.59 | -80% |
| Kuaishou Technology, an investment holding company, 1024 | HK$44.70 | HK$101.03 | +126% |
| NAVER Corporation 035420 | 191,300 KRW | 231,585 KRW | +21% |
| Tencent Music Entertainment Group 1698 | HK$34.74 | HK$65.78 | +89% |
| REA Group REA | A$149.14 | A$88.53 | -41% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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