Smart ClothingSocial Media AdvertisingLifestyleFast-Moving Consumer GoodsCommerce and ShoppingConsumer GoodsMedia and Entertainment
Description
ZOZO, Inc. is a player in the e-commerce sector, primarily focusing on the fashion industry through its flagship platform, ZOZOTOWN. The company operates as an online marketplace that connects consumers with an array of fashion brands, offering a sel…
Analysis
Quality compounder
ZOZO, Inc. earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess. Worth noting: the cash the business generates has lagged behind what the income statement shows.
On valuation, the picture is fair. The owner-earnings multiple stands at 17.7×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 5% a year, against analyst forecasts of 6%. The price, in other words, assumes less than the experts do.
Growth is tepid; the safety picture is sturdy. The company scores 13/20 on our value-creation score: creating some value.
Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 202372
38
2023202420252026
All-time high
72
Jan 2023
All-time low
16
Mar 2026
Average rank
46
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
5
1
1
1
Price/Earnings
34
10
31
25
Price/Book
5
5
7
9
Dividend Yield
73
52
73
52
Value (overall)
14
3
21
9
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.