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6045.T

HOLDREMOVE

Rentracks CO.,LTD. · Communication Services · Japan · $74M · Avg Vol: $133K/d

60
StockRank
Q
55
V
47
M
47
P/E (TTM)
4.3x
ROE
54.2%
D/E
0.9x
Dividend %
AI CONVICTION THESIS

Rentracks provides affiliate marketing services in Japan. The business model lacks a durable economic moat, has low switching costs, and is highly sensitive to cyclical advertising spend, making it unsuitable for a concentrated quality-compounder portfolio.

COMPANY DESCRIPTION

Rentracks Co., Ltd. operates a closed, invitation-only affiliate advertising network in Japan, focusing on high-value sectors such as real estate, finance, and automotive. The company's competitive advantage lies in its selective publisher screening process, which ensures high-quality traffic and superior conversion rates for advertisers. It operates as a highly profitable niche player in the digital marketing sector, expanding its services into search engine optimization and overseas markets.

FINANCIAL SUMMARY

Year2022202320242025CAGR
Revenue15M21M21M24M16.3%
EPS0.350.160.270.5315.2%
Shares8M8M8M8M0.0%
Debt10M17M24M23M33.1%
Equity17M18M19M22M9.9%
Op CF-528,705-2M4M10M152.2%
Inv CF-349,703-1M-170,450-547,336
Fin CF2M6M6M-1M
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PRICE (1M)-16.4%
8.579.049.519.9810.45Apr 30May 26Jun 15
SMA 50SMA 200
Close
$8.74
RSI (14)
28.1
52W High
$12.09
From 52W High
0.7%

SCORE BREAKDOWN

Quality
55
ROIC
31.2%94.0
ROE
54.2%98.1
GP/Assets
25.3%51.4
Op. Margin
14.9%68.1
FCF/Assets
-39.0%0.7
Piotroski
18.4
Int. Cover
40.4x73.8
D/E Ratio
0.90x24.8
Current Ratio
1.90x55.7
Value
47
P/E (TTM)
4.3x97.7
EV/EBITDA
10.8x37.9
P/FCF
N/A
P/B
1.9x48.1
P/S
2.5x35.8
Div Yield
N/A
Momentum
47
52W High %
72%50.8
RS 6M
-43%24.1
SMA 50/200
0.98x54.7
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
2413%99.0

FUNDAMENTALS

Market Cap
$74M
P/E (Forward)
Gross Margin
61.5%

SECTOR PEERS

Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of 6045.T are excluded.

TickerCompanyMkt CapStockRankSignal
6045.TRentracks CO.,LTD.(you)$74M60HOLD
4286.TCL Holdings Inc.$75M57HOLD
6094.TFreakOut Holdings, inc.$72M56HOLD
2491.TValueCommerce Co., Ltd.$65M58HOLD
7095.TMacbee Planet, Inc.$90M62HOLD
6533.TOrchestra Holdings Inc.$60M59HOLD
378A.THIT CO LTD$96M58HOLD
9554.TAViC Co., Ltd.$61M54HOLD
7068.TFeedforce Group Inc.$73M50HOLD
4767.TTOW Co.,Ltd.$91M69BUY

Peer medians: ROE 11.4% · P/E 14.8x · Gross margin 44.7%

Rentracks CO.,LTD. (6045.T) — Stock Score Summary

Rentracks CO.,LTD. (6045.T) has a MoatMap StockRank of 60/100 based on Quality (55/100), Value (47/100), and Momentum (47/100) factor scores. The current signal is HOLD. Rentracks provides affiliate marketing services in Japan. The business model lacks a durable economic moat, has low switching costs, and is highly sensitive to cyclical advertising spend, making it unsuitable for a concentrated quality-compounder portfolio.

Rentracks Co., Ltd. operates a closed, invitation-only affiliate advertising network in Japan, focusing on high-value sectors such as real estate, finance, and automotive. The company's competitive advantage lies in its selective publisher screening process, which ensures high-quality traffic and superior conversion rates for advertisers. It operates as a highly profitable niche player in the digital marketing sector, expanding its services into search engine optimization and overseas markets.

Key Financial Metrics

Price$8.74
Market Cap$74M
P/E (TTM)4.27
Price/Book1.86
Return on Equity54.2%
Return on Invested Capital31.2%
Debt/Equity90.47
Gross Margin61.5%
Operating Margin14.9%
Revenue Growth15.9%
Free Cash Flow$-164K

Rentracks CO.,LTD. operates in the Advertising Agencies industry, part of the Communication Services sector (Japan).

Frequently Asked Questions

What is Rentracks CO.,LTD.’s (6045.T) StockRank?
MoatMap’s StockRank for Rentracks CO.,LTD. (6045.T) is 60/100, with a Hold signal. It is a composite of Quality (55), Value (47), and Momentum (47) factor ranks across MoatMap’s 19,000+ stock universe.
Does Rentracks CO.,LTD. have an economic moat?
Rentracks CO.,LTD. (6045.T) has a Quality factor score of 55/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Rentracks CO.,LTD. a buy, hold, or sell?
MoatMap’s current signal for Rentracks CO.,LTD. (6045.T) is Hold, based on a StockRank of 60/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Rentracks CO.,LTD. in?
Rentracks CO.,LTD. (6045.T) operates in the Communication Services sector, specifically the Advertising Agencies industry (Japan).