Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
6045.T
HOLDREMOVERentracks CO.,LTD. · Communication Services · Japan · $74M · Avg Vol: $133K/d
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
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 15M | 21M | 21M | 24M | 16.3% |
| EPS | 0.35 | 0.16 | 0.27 | 0.53 | 15.2% |
| Shares | 8M | 8M | 8M | 8M | 0.0% |
| Debt | 10M | 17M | 24M | 23M | 33.1% |
| Equity | 17M | 18M | 19M | 22M | 9.9% |
| Op CF | -528,705 | -2M | 4M | 10M | 152.2% |
| Inv CF | -349,703 | -1M | -170,450 | -547,336 | — |
| Fin CF | 2M | 6M | 6M | -1M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of 6045.T are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 6045.T | Rentracks CO.,LTD.(you) | $74M | 60 | HOLD |
| 4286.T | CL Holdings Inc. | $75M | 57 | HOLD |
| 6094.T | FreakOut Holdings, inc. | $72M | 56 | HOLD |
| 2491.T | ValueCommerce Co., Ltd. | $65M | 58 | HOLD |
| 7095.T | Macbee Planet, Inc. | $90M | 62 | HOLD |
| 6533.T | Orchestra Holdings Inc. | $60M | 59 | HOLD |
| 378A.T | HIT CO LTD | $96M | 58 | HOLD |
| 9554.T | AViC Co., Ltd. | $61M | 54 | HOLD |
| 7068.T | Feedforce Group Inc. | $73M | 50 | HOLD |
| 4767.T | TOW Co.,Ltd. | $91M | 69 | BUY |
Peer medians: ROE 11.4% · P/E 14.8x · Gross margin 44.7%