airCloset, Inc. (JP:9557)
:9557
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airCloset, Inc.
(9557)
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Rating:50Neutral
Price Target:
¥165.00
▼(-33.20% Downside)
Action:Reiterated
Date:05/29/26
The score is held back primarily by very weak technical conditions (price far below all key moving averages and bearish momentum) and challenged profitability/cash generation (low net margin and negative free cash flow). Revenue growth and a strong gross margin provide some support, but negative P/E and lack of dividend data limit valuation confidence.
Positive Factors
High Gross Margin
A near-48% gross margin indicates durable unit economics in the rental model, allowing the company to cover logistics and styling costs while preserving margin. This structural profitability at the gross level supports reinvestment in customer acquisition and service improvements over months.
Negative Factors
Very Low Net Margin
A sub‑1% net margin signals weak profitability after operating and financing costs, limiting retained earnings and the ability to self‑fund growth or return capital. Persistently thin net profits reduce resilience to cost shocks and constrain strategic investments over months.
Read all positive and negative factors
Positive Factors
Negative Factors
High Gross Margin
A near-48% gross margin indicates durable unit economics in the rental model, allowing the company to cover logistics and styling costs while preserving margin. This structural profitability at the gross level supports reinvestment in customer acquisition and service improvements over months.
Read all positive factors
airCloset, Inc. (9557) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥1.28B
Dividend YieldN/A
Average Volume (3M)33.15K
Price to Earnings (P/E)―
Beta (1Y)0.47
Revenue Growth7.12%
EPS Growth-428.79%
CountryJP
Employees70
SectorConsumer Cyclical
Sector Strength84
IndustrySpecialty Retail
Share Statistics
EPS (TTM)2.97
Shares Outstanding8,284,200
10 Day Avg. Volume18,330
30 Day Avg. Volume33,146
Financial Highlights & Ratios
PEG Ratio-1.14
Price to Book (P/B)6.97
Price to Sales (P/S)0.78
P/FCF Ratio-14.13
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
airCloset, Inc. Business Overview & Revenue Model
Company Description
Established in 2014 and headquartered in Tokyo, Japan, airCloset, Inc. specializes in providing online apparel rental services across the nation. The company manages key platforms including "airCloset," a subscription-based fashion rental service ...
How the Company Makes Money
airCloset primarily makes money through fees paid by customers for access to its clothing rental service. The company’s main revenue stream is subscription revenue from members who pay recurring charges to receive rental items and use the service ...
airCloset, Inc. Financial Statement Overview
Summary
Income Statement
65
Positive
Balance Sheet
55
Neutral
Cash Flow
50
Neutral
| Breakdown | Jun 2024 | Jun 2023 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 4.96B | 4.22B | 3.74B | 3.39B | 2.89B |
| Gross Profit | 2.36B | 1.99B | 1.75B | 1.67B | 1.45B |
| EBITDA | 603.91M | 538.93M | 80.39M | -12.44M | -144.72M |
| Net Income | 23.54M | -53.20M | -354.19M | -378.15M | -344.65M |
Balance Sheet | |||||
| Total Assets | 2.75B | 2.71B | 2.50B | 2.19B | 1.42B |
| Cash, Cash Equivalents and Short-Term Investments | 1.09B | 1.45B | 1.45B | 1.14B | 789.05M |
| Total Debt | 1.53B | 1.58B | 1.40B | 1.45B | 885.11M |
| Total Liabilities | 2.20B | 2.20B | 1.95B | 1.86B | 1.38B |
| Stockholders Equity | 554.44M | 510.16M | 557.91M | 323.04M | 41.07M |
Cash Flow | |||||
| Free Cash Flow | -273.38M | -108.64M | -398.50M | -661.29M | -441.23M |
| Operating Cash Flow | 1.06B | 802.95M | 479.38M | 156.04M | 353.48M |
| Investing Cash Flow | -1.39B | -778.28M | -907.93M | -1.03B | -797.59M |
| Financing Cash Flow | -32.76M | 178.06M | 540.75M | 1.22B | 454.23M |
airCloset, Inc. Technical Analysis
Negative
247.00
Price Trends
206.02
Negative
224.05
Negative
276.06
Negative
Market Momentum
-15.37
Negative
28.35
Positive
35.90
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9557, the sentiment is Negative. The current price of 247 is above the 20-day moving average (MA) of 164.40, above the 50-day MA of 206.02, and below the 200-day MA of 276.06, indicating a bearish trend. The MACD of -15.37 indicates Negative momentum. The RSI at 28.35 is Positive, neither overbought nor oversold. The STOCH value of 35.90 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:9557.
airCloset, Inc. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
81 Outperform | ¥50.32B | 15.52 | ― | 2.19% | 15.14% | 17.01% | |
69 Neutral | ¥1.01T | 20.97 | 49.14% | 2.82% | 7.15% | 6.33% | |
66 Neutral | ¥636.65B | 18.56 | 31.11% | ― | 13.25% | 104.75% | |
66 Neutral | ¥32.23B | 11.66 | ― | 0.95% | 15.82% | ― | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
59 Neutral | ¥34.22B | 13.98 | ― | 1.73% | 7.61% | 57.19% | |
50 Neutral | ¥1.28B | -3.57 | ― | ― | 7.12% | -428.79% |
* Consumer Cyclical Sector Average
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Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.