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ZOZO, Inc. (3092.T)

JPY1,185.50 +19.50 (+1.67%)
JP JPX Consumer Cyclical Specialty Retail
Address Midori-Cho 1-15-16 263-0023
Chiba, JP
CEO Kotaro Sawada
IPO 2007-12-11
ISIN JP3399310006

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Also trades on Other OTC · SATLF (USD) Other OTC · SRTTY (USD) Tokyo Stock Exchange · 3092.T (JPY)
Description

ZOZO, Inc. is a Japanese company specializing in online retail, with operations extending across both domestic and international markets. The company manages a diverse array of digital platforms, including the fashion e-commerce site ZOZOTOWN, the style-sharing application WEAR, and a Multi-Size platform for buying and selling apparel from numerous brands. It also runs ZOZOUSED, dedicated to pre-owned and vintage clothing, and participates in the broader PayPay mall online shopping platform. An advertising division further complements its core retail business. Established in 1998 and headquartered in Chiba, Japan, the entity initially operated as Start Today Co., Ltd., adopting the name ZOZO, Inc. in October 2018. The company functions as a subsidiary of Z Holdings Corporation.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
JPY1,185.50 +19.50 (+1.67%)
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Volume Profile
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Liquidity & share structure
Average Volume
6M
Beta
0.59
Float Shares
411.89M
Free Float %
46.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.23% -2.34% -8.63% -13.45% -21.95% -21.74% -37.81% -1.38% -14.08% +72.92% +2,499.32%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
1,185.50
DCF (Unlevered) 1,464.68 +23.5%
DCF (Levered) 1,514.95 +27.8%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 18% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 3 0
Hold 12 0
Sell 2 -1
Strong Sell 0 0
Quality scores
Altman Z-Score
9.35
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
9 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers ★ Strong MOAT
  • Revenue growth Specialty Retail: +6.4%
    +7.2% Q1'26: +8.7% (vs Q1'25)
  • EPS growth Specialty Retail: +20.6%
    +6.3% Q1'26: +17.3% (vs Q1'25)
  • FCF margin FCF growth · Specialty Retail: +29.3%
    +21.2% Q1'26: +0.0% (vs Q1'25)
  • EBIT margin Specialty Retail: +5.4%
    +30.4% Q1'26: +25.5% (vs Q1'25)
  • ROIC Specialty Retail: +6.5%
    +84.6% Q1'26: +75.9% (vs Q1'25)
  • Share dilution Specialty Retail: +0.1%
    -0.6% Q1'26: -0.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Specialty Retail: 0.14×
    0.26× Q1'26: 0.30× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.60) × ERP
WACC = 98% × Ke + 2% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 1,464.68 Current price: 1,185.50
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Mar 2015
actual
Mar 2016
actual
Mar 2017
actual
Mar 2018
actual
Mar 2019
actual
Mar 2020
actual
Mar 2021
actual
Mar 2022
actual
Mar 2023
actual
Mar 2024
actual
Mar 2025
actual
Mar 2026
17 Rev. Ana.
17 EPS Ana.
Mar 2027
16 Rev. Ana.
16 EPS Ana.
Mar 2028
17 Rev. Ana.
17 EPS Ana.
Mar 2029
7 Rev. Ana.
7 EPS Ana.
Mar 2030
3 Rev. Ana.
2 EPS Ana.
Revenue
41.18B
est: 41.48B (-0.7%)
54.41B
est: 53.67B (+1.4%)
76.36B
est: 75.63B (+1.0%)
98.41B
est: 99.61B (-1.2%)
118.42B
est: 122.67B (-3.5%)
125.50B
est: 126.34B (-0.7%)
147.37B
est: 145.62B (+1.2%)
166.20B
est: 166.33B (-0.1%)
183.42B
est: 183.54B (-0.1%)
197.02B
est: 201.53B (-2.2%)
213.13B
est: 214.80B (-0.8%)
228.62B
223.94B – 231.83B
+6.4% YoY
241.67B
236.28B – 246.71B
+5.7% YoY
253.98B
244.69B – 265.96B
+5.1% YoY
266.50B
266.03B – 266.98B
+4.9% YoY
275.80B
267.63B – 285.27B
+3.5% YoY
EBITDA
16.28B
est: 13.27B (+22.7%)
19.56B
est: 17.17B (+13.9%)
27.95B
est: 24.20B (+15.5%)
29.73B
est: 31.87B (-6.7%)
24.58B
est: 39.25B (-37.4%)
28.69B
est: 40.43B (-29.0%)
46.16B
est: 46.59B (-0.9%)
51.74B
est: 53.22B (-2.8%)
59.10B
est: 58.73B (+0.6%)
64.34B
est: 73.29B (-12.2%)
69.58B
est: 78.11B (-10.9%)
83.14B
81.44B – 84.31B
+6.4% YoY
87.88B
85.93B – 89.72B
+5.7% YoY
92.36B
88.99B – 96.72B
+5.1% YoY
96.92B
96.75B – 97.09B
+4.9% YoY
100.30B
97.33B – 103.74B
+3.5% YoY
EBIT
15.08B
est: 12.56B (+20.1%)
18.05B
est: 16.25B (+11.1%)
26.29B
est: 22.90B (+14.8%)
28.43B
est: 30.15B (-5.7%)
22.57B
est: 37.14B (-39.2%)
26.21B
est: 38.25B (-31.5%)
43.74B
est: 44.08B (-0.8%)
49.36B
est: 50.35B (-2.0%)
56.72B
est: 55.56B (+2.1%)
60.50B
est: 62.13B (-2.6%)
64.84B
est: 66.22B (-2.1%)
70.48B
69.04B – 71.47B
+6.4% YoY
74.50B
72.84B – 76.05B
+5.7% YoY
78.30B
75.43B – 81.99B
+5.1% YoY
82.16B
82.01B – 82.30B
+4.9% YoY
85.02B
82.51B – 87.94B
+3.5% YoY
Net Income
9.00B
est: 25.61B (-64.9%)
11.99B
est: 10.82B (+10.8%)
17.04B
est: 17.13B (-0.6%)
20.16B
est: 21.23B (-5.1%)
15.99B
est: 19.27B (-17.0%)
18.80B
est: 19.15B (-1.8%)
30.93B
est: 28.77B (+7.5%)
34.49B
est: 34.44B (+0.2%)
39.53B
est: 38.86B (+1.7%)
44.34B
est: 131.69B (-66.3%)
45.35B
est: 45.61B (-0.6%)
47.93B
47.01B – 50.19B
+5.1% YoY
51.72B
49.19B – 54.13B
+7.9% YoY
54.96B
50.25B – 57.81B
+6.3% YoY
56.71B
52.70B – 61.33B
+3.2% YoY
61.29B
58.93B – 64.02B
+8.1% YoY
SGA
22.50B
est: 17.61B (+27.7%)
30.82B
est: 22.79B (+35.2%)
41.26B
est: 32.11B (+28.5%)
56.49B
est: 42.29B (+33.6%)
77.31B
est: 52.09B (+48.4%)
83.55B
est: 53.65B (+55.7%)
93.50B
est: 61.83B (+51.2%)
49.93B
est: 70.62B (-29.3%)
54.17B
est: 77.93B (-30.5%)
119.17B
est: 84.01B (+41.9%)
61.36B
est: 89.54B (-31.5%)
95.30B
93.35B – 96.64B
+6.4% YoY
100.74B
98.49B – 102.84B
+5.7% YoY
105.87B
102.00B – 110.87B
+5.1% YoY
111.09B
110.90B – 111.29B
+4.9% YoY
114.97B
111.56B – 118.92B
+3.5% YoY
EPS
9.31
est: 28.74 (-67.6%)
12.49
est: 12.15 (+2.8%)
18.22
est: 19.23 (-5.3%)
21.56
est: 23.84 (-9.5%)
17.40
est: 21.63 (-19.5%)
20.53
est: 21.50 (-4.5%)
33.77
est: 32.29 (+4.6%)
38.34
est: 38.66 (-0.8%)
43.94
est: 43.62 (+0.7%)
49.40
est: 148.23 (-66.7%)
50.90
est: 52.92 (-3.8%)
54.56
53.08 – 56.68
+3.1% YoY
58.48
55.54 – 61.12
+7.2% YoY
61.67
56.74 – 65.28
+5.4% YoY
64.34
59.51 – 69.25
+4.3% YoY
69.20
66.54 – 72.29
+7.6% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-11 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-08 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-07 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-01 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5
2026-04-30 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5
2026-04-28 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5
2026-04-27 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5
2026-04-24 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5
2026-04-23 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5
2026-04-22 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-21 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-20 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-17 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-16 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-15 A- 4/5 4/5 5/5 5/5 2/5 3/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.33B
OE per share TTM
1.49
Owner's Yield
0.15%
Maintenance CapEx ratio
3.29%
Maint CapEx / Avg PPE
10.3%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
39.87M
Shares Outstanding
884.33M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Kotaro Sawada Executive Officer, President, Chief Executive Officer & Representative Director 90M male
Koji Yanagisawa Executive Officer, Chief Financial Officer, Executive Vice President & Director 72M male
Naotoshi Seo Executive Officer & Chief Technology Officer
Takao Yamasaki Executive Officer
Toshiaki Shimizu Executive Officer
Utahiro Inui Executive Officer
Yosuke Odaka Executive Officer
Fuminori Hirose Chief Operating Officer, Executive Officer & Executive Director male
Yusaku Maezawa Founder male
Masahiro Tashiro Executive Officer male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits