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airCloset, Inc.
(9557)
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Rating:48Neutral
Price Target:
¥229.00
▼(-7.29% Downside)
Action:Reiterated
Date:08/17/26
Overall score is held back primarily by weak financial performance—revenue contraction, a return to losses, persistent negative free cash flow, and elevated/leverage-heavy balance sheet risk. Technicals provide some support due to strong short-term trend, but overbought momentum increases reversal risk. Valuation is constrained by negative earnings (negative P/E) and no dividend yield data.
Positive Factors
Positive Operating Cash Flow
Consistently positive operating cash flow indicates the rental platform generates cash from core operations, providing an important foundation for funding working capital and supporting the business even when reported earnings are weak.
Negative Factors
Revenue Contraction
The sharp latest-year revenue reversal raises concerns about customer retention, wardrobe rental demand, or competitive positioning. Sustained contraction would reduce operating leverage and make it harder to absorb platform and logistics costs.
Read all positive and negative factors
Positive Factors
Negative Factors
Positive Operating Cash Flow
Consistently positive operating cash flow indicates the rental platform generates cash from core operations, providing an important foundation for funding working capital and supporting the business even when reported earnings are weak.
Read all positive factors
airCloset, Inc. (9557) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥1.76B
Dividend YieldN/A
Average Volume (3M)33.15K
Price to Earnings (P/E)―
Beta (1Y)0.46
Revenue Growth4.40%
EPS Growth-1101.14%
CountryJP
Employees79
SectorGeneral
Sector StrengthN/A
IndustrySpecialty Retail
Share Statistics
EPS (TTM)-42.56
Shares Outstanding8,284,200
10 Day Avg. Volume18,330
30 Day Avg. Volume33,146
Financial Highlights & Ratios
PEG Ratio<0.01
Price to Book (P/B)4.53
Price to Sales (P/S)0.27
P/FCF Ratio-3.35
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 makes money primarily by charging customers for access to its clothing-rental service via recurring subscription fees (i.e., users pay a periodic fee to rent and exchange outfits). Additional revenue is generated through transaction-base...
airCloset, Inc. Financial Statement Overview
Summary
Income Statement
34
Negative
Balance Sheet
24
Negative
Cash Flow
41
Neutral
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2023 | Jun 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 5.18B | 5.18B | 4.96B | 4.22B | 3.74B | 3.39B |
| Gross Profit | 2.36B | 2.34B | 2.36B | 1.99B | 1.75B | 1.67B |
| EBITDA | 391.98M | 534.67M | 603.91M | 538.93M | 80.39M | -12.44M |
| Net Income | -352.47M | -246.72M | 23.54M | -53.20M | -354.19M | -378.15M |
Balance Sheet | ||||||
| Total Assets | 2.73B | 2.63B | 2.75B | 2.71B | 2.50B | 2.19B |
| Cash, Cash Equivalents and Short-Term Investments | 808.62M | 665.32M | 1.09B | 1.45B | 1.45B | 1.14B |
| Total Debt | 1.72B | 1.58B | 1.53B | 1.58B | 1.40B | 1.45B |
| Total Liabilities | 2.44B | 2.32B | 2.20B | 2.20B | 1.95B | 1.86B |
| Stockholders Equity | 292.58M | 305.65M | 554.44M | 510.16M | 557.91M | 323.04M |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | -412.74M | -273.38M | -108.64M | -398.50M | -661.29M |
| Operating Cash Flow | 0.00 | 940.53M | 1.06B | 802.95M | 479.38M | 156.04M |
| Investing Cash Flow | 0.00 | -1.41B | -1.39B | -778.28M | -907.93M | -1.03B |
| Financing Cash Flow | 0.00 | 41.15M | -32.76M | 178.06M | 540.75M | 1.22B |
airCloset, Inc. Technical Analysis
Positive
247.00
Price Trends
178.14
Positive
197.96
Positive
233.63
Negative
Market Momentum
8.00
Negative
62.23
Neutral
60.63
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9557, the sentiment is Positive. The current price of 247 is above the 20-day moving average (MA) of 194.10, above the 50-day MA of 178.14, and above the 200-day MA of 233.63, indicating a neutral trend. The MACD of 8.00 indicates Negative momentum. The RSI at 62.23 is Neutral, neither overbought nor oversold. The STOCH value of 60.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:9557.
airCloset, Inc. Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | ¥50.94B | 14.67 | ― | 2.19% | 15.56% | 21.99% | |
74 Outperform | ¥762.01B | 21.48 | 31.08% | ― | 19.03% | 35.09% | |
73 Outperform | ¥987.58B | 20.29 | 49.71% | 3.47% | 6.32% | 6.95% | |
68 Neutral | ¥48.97B | 17.28 | ― | 1.32% | 9.16% | 47.03% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
51 Neutral | ¥28.91B | 7.90 | ― | 0.95% | 22.26% | ― | |
48 Neutral | ¥1.76B | -6.98 | ― | ― | 4.40% | -1101.14% |
* General Sector Average
JP:9557
airCloset, Inc.
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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.