airCloset, Inc. (JP:9557)
:9557
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airCloset, Inc.
(9557)
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Rating:52Neutral
Price Target:
¥242.00
▼(-2.02% Downside)
Action:ReiteratedDate:02/26/26
The score is driven primarily by mixed financial performance—good revenue growth and gross margin, but very low net profitability, high leverage, and negative free cash flow. Technical signals add pressure due to a clear downtrend, while valuation is hard to support with a negative P/E and no dividend yield data.
Positive Factors
High gross margin
A near-48% gross margin provides durable operational leverage: it reflects pricing power, efficient cost of goods and reuse economics in a rental model. Over months, this margin cushions EBITDA against demand swings and funds reinvestment in inventory and customer acquisition.
Negative Factors
Very low net profitability
A sub-1% net margin limits retained earnings and reduces the buffer to absorb shocks or fund growth from internal cash. Persistently low profitability constrains long-term ROI for shareholders and makes it harder to convert top-line gains into sustainable bottom-line improvement.
Read all positive and negative factors
Positive Factors
Negative Factors
High gross margin
A near-48% gross margin provides durable operational leverage: it reflects pricing power, efficient cost of goods and reuse economics in a rental model. Over months, this margin cushions EBITDA against demand swings and funds reinvestment in inventory and customer acquisition.
Read all positive factors
airCloset, Inc. (9557) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥1.91B
Dividend YieldN/A
Average Volume (3M)33.15K
Price to Earnings (P/E)―
Beta (1Y)0.53
Revenue Growth13.90%
EPS Growth-2872.89%
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 generates revenue primarily through its subscription model, where customers pay a monthly fee to access a rotating selection of rental clothing. This model not only provides a steady stream of income but also encourages customer loyalty ...
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
Negative
247.00
Price Trends
239.90
Negative
253.67
Negative
336.19
Negative
Market Momentum
-2.97
Positive
43.86
Neutral
20.16
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 232.70, above the 50-day MA of 239.90, and below the 200-day MA of 336.19, indicating a bearish trend. The MACD of -2.97 indicates Positive momentum. The RSI at 43.86 is Neutral, neither overbought nor oversold. The STOCH value of 20.16 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 |
|---|---|---|---|---|---|---|---|
65 Neutral | ¥1.01T | 17.87 | 49.14% | 2.82% | 6.80% | 0.62% | |
65 Neutral | ¥43.80B | 9.40 | ― | 2.19% | 17.90% | 14.14% | |
64 Neutral | ¥33.22B | 11.19 | ― | 1.73% | ― | ― | |
63 Neutral | ¥653.78B | 23.34 | 31.11% | ― | 4.83% | 106.29% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
59 Neutral | ¥27.14B | 3.19 | ― | 0.95% | 4.14% | ― | |
52 Neutral | ¥1.91B | -3.09 | ― | ― | 13.90% | -2872.89% |
* 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.