Revenue Growth TrendConsistent multi-year top-line growth (14% reported) and a noted increase from 2020–2025 indicate expanding platform usage. Durable because affiliate models scale with advertiser demand and partner reach, supporting sustained revenue expansion if conversion volumes hold.

Margin ImprovementMaterial improvement in gross and net margins reflects strong cost control and a high-margin platform mix. Margin expansion suggests structural operating leverage from the performance-based model, enabling better profitability as volumes scale without proportional cost increases.

Cash Flow StrengthRobust operating cash generation and positive free cash flow support reinvestment and reduce external financing reliance. Sustainable FCF ability is a durable strength for funding product development, platform maintenance, or shareholder returns during multi-quarter horizons.

Bears Say

Rising Debt TrendThough leverage is currently balanced (debt/equity ~1.05), the upward debt trend raises refinancing and interest expense risk if growth slows. Higher debt over time can constrain strategic flexibility and amplify earnings sensitivity to cash flow fluctuations.

Revenue VolatilityHistoric revenue swings (notably the 2021 dip) show sensitivity to market cycles and advertiser spending. For a performance-based ad platform, such volatility can persist across quarters, complicating capacity planning and making medium-term revenue predictability harder.

Limited Partner/Customer DisclosureAbsence of disclosed major client or partner concentration reduces visibility into revenue risk. If a few advertisers or publishers drive a large share, structural dependence could accentuate revenue swings and negotiation leverage risks over multi-quarter horizons.

6045 FAQ

What was Rentracks Co., Ltd.’s price range in the past 12 months?

Rentracks Co., Ltd. lowest stock price was ¥822.00 and its highest was ¥1947.00 in the past 12 months.

What is Rentracks Co., Ltd.’s market cap?

Rentracks Co., Ltd.’s market cap is ¥14.08B.

When is Rentracks Co., Ltd.’s upcoming earnings report date?

Rentracks Co., Ltd.’s upcoming earnings report date is May 18, 2026 which is in 90 days.

How were Rentracks Co., Ltd.’s earnings last quarter?

Rentracks Co., Ltd. released its earnings results on Feb 12, 2026. The company reported ¥18.49 earnings per share for the quarter, beating the consensus estimate of N/A by ¥18.49.

Is Rentracks Co., Ltd. overvalued?

According to Wall Street analysts Rentracks Co., Ltd.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium

Does Rentracks Co., Ltd. pay dividends?

Rentracks Co., Ltd. pays a Semiannually dividend of ¥12 which represents an annual dividend yield of 2.19%. See more information on Rentracks Co., Ltd. dividends here

What is Rentracks Co., Ltd.’s EPS estimate?

Rentracks Co., Ltd.’s EPS estimate for its next earnings report is not yet available.

How many shares outstanding does Rentracks Co., Ltd. have?

Rentracks Co., Ltd. has 7,975,800 shares outstanding.

What happened to Rentracks Co., Ltd.’s price movement after its last earnings report?

Rentracks Co., Ltd. reported an EPS of ¥18.49 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 1.518%.

Which hedge fund is a major shareholder of Rentracks Co., Ltd.?

Currently, no hedge funds are holding shares in JP:6045

What is the TipRanks Smart Score and how is it calculated?

Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

Company Description

Rentracks Co., Ltd.

Rentracks Co.,Ltd. offers WEB consulting and Internet media services in Japan and internationally. The company's WEB consulting services include SEO, SEM, customer attraction websites building, web production, and advertising agency services; and Internet media services comprise planning, production, and operation of various websites. It also operates as a closed affiliate service provider; and offers GAME FEAT that provides advertising services to support monetization of game apps, as well as RT Management, a cloud type personnel affairs system service. The company was formerly known as Coel Co, Ltd. and changed its name to Rentracks Co.,Ltd. in January 2006. Rentracks Co.,Ltd. was founded in 2005 and is based in Tokyo, Japan.