airCloset, Inc. (JP:9557)
:9557
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airCloset, Inc.
(9557)
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Rating:57Neutral
Price Target:
¥259.00
▲(4.86% Upside)
Action:ReiteratedDate:04/23/26
The score is mainly held back by weaker financial quality (thin profitability, high leverage, and negative free cash flow) and an unattractive/uncertain earnings-based valuation (negative P/E). These are partially offset by constructive technical momentum with price trading above key moving averages and positive MACD.
Positive Factors
Healthy gross margin & revenue growth
A near-48% gross margin with consistent revenue increases indicates durable unit economics in styling, sourcing and logistics. High gross margins provide a buffer to fund customer acquisition and service fulfilment, enabling margin recovery even if operating costs rise.
Negative Factors
Very thin net profitability
Net margin below 1% demonstrates limited ability to translate revenue into retained profit, leaving little room to absorb cost inflation or invest in growth. Persistently thin margins constrain reinvestment, dividend capacity and resilience to margin compression over several months.
Read all positive and negative factors
Positive Factors
Negative Factors
Healthy gross margin & revenue growth
A near-48% gross margin with consistent revenue increases indicates durable unit economics in styling, sourcing and logistics. High gross margins provide a buffer to fund customer acquisition and service fulfilment, enabling margin recovery even if operating costs rise.
Read all positive factors
airCloset, Inc. (9557) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥2.03B
Dividend YieldN/A
Average Volume (3M)33.15K
Price to Earnings (P/E)―
Beta (1Y)0.54
Revenue Growth10.48%
EPS Growth-962.06%
CountryJP
Employees70
SectorConsumer Cyclical
Sector Strength84
IndustrySpecialty Retail
Share Statistics
EPS (TTM)N/A
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
airCloset, Inc. provides online fashion rental services in Japan. It also operates airCloset, a fashion rental service for women; and airCloset Mall, a manufacturer's officially monthly rental mall. The company was incorporated in 2014 and is base...
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 | 664.95M | 536.87M | 225.63M | 297.19M | 226.03M |
| 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
Neutral
247.00
Price Trends
235.26
Positive
250.33
Negative
329.76
Negative
Market Momentum
0.74
Negative
54.27
Neutral
59.42
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9557, the sentiment is Neutral. The current price of 247 is above the 20-day moving average (MA) of 232.50, above the 50-day MA of 235.26, and below the 200-day MA of 329.76, indicating a neutral trend. The MACD of 0.74 indicates Negative momentum. The RSI at 54.27 is Neutral, neither overbought nor oversold. The STOCH value of 59.42 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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 | ¥41.00B | 14.03 | ― | 2.19% | 15.14% | 17.01% | |
74 Outperform | ¥35.92B | 5.26 | ― | 1.73% | 7.61% | 57.19% | |
66 Neutral | ¥33.19B | 4.74 | ― | 0.95% | 15.82% | ― | |
65 Neutral | ¥944.93B | 17.87 | 49.14% | 2.82% | 6.33% | -2.52% | |
63 Neutral | ¥639.21B | 23.34 | 31.11% | ― | 8.22% | 79.02% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
57 Neutral | ¥2.03B | -3.09 | ― | ― | 10.48% | -962.06% |
* Consumer Cyclical Sector Average
JP:9557
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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.