ZOZO, Inc (SRTTY) Fair Value & Analysis
Consumer Cyclical · US · Market cap $6.1B
ZOZO, Inc
SRTTY · US
Fair value as of: Jul 21, 2026
From 24 valuation models · updated 20 days ago
Share price −0.3% over the past month.
A strong business, currently priced close to our fair value.
What matters now
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
- A fairly wide model range ($5.64 to $11.14) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 21, 2026.
How to read this chart
60‑month range $4.80 – $13.35 · fair‑value band $5.64 – $11.14 · the $7.21 price screens below the $7.35 fair value. Dashed = 300-day average. As of Jul 21, 2026.
Analysis
ZOZO, Inc (SRTTY) currently trades at $7.21, while our model-based Fair Value estimate is $7.35, implying the stock looks roughly 1.9% fairly valued today. The Quality Score stands at 84/100 (high quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, ZOZO, Inc generated revenue of $228B at a net margin of 21.0%. Revenue grew 8.7% year over year. It earns a return on equity of 46.6%. The balance sheet holds a net cash position of $49.6B. Fundamentals as of Jul 21, 2026
Our scenario range runs from $5.64 (bear case) to $11.14 (bull case); at $7.21, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 34% below its 52-week high and 26% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -49% fair-value upside, at 2%, SRTTY screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 24 models by family
Widest divergence: DCF Models ($9.35) versus Asset-Based ($0.5036). Highest evidence: Growth DCF (72).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 82 · Market factors (momentum, volatility) 32
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
ZOZO, Inc. operates online shopping Websites in Japan. It operates ZOZOTOWN a fashion online shopping website that includes services, such as ZOZOUSED, a website for secondhand/vintage apparel; ZOZOCOSME, an online cosmetic store; ZOZOSHOES, a shoe-specialized zone; and ZOZOVILLA that brings together domestic and international brands.
Full company description
ZOZO, Inc. operates online shopping Websites in Japan. It operates ZOZOTOWN a fashion online shopping website that includes services, such as ZOZOUSED, a website for secondhand/vintage apparel; ZOZOCOSME, an online cosmetic store; ZOZOSHOES, a shoe-specialized zone; and ZOZOVILLA that brings together domestic and international brands. It also operates WEAR, an outfit-sharing app; ZOZOFIT, a 3D body scanning technology solution; ZOZOMO, and online merges offline platform that offers fulfillment support and reservation services; ZOZOMETRY that offers measurement process optimization service for businesses; ZOZOGLASS, a skin tone capturing device that solves customers' challenge of cosmetic product color selection; ZOZOMAT, a 3D feet measuring tool; ZOZOSUIT, a 3D body measurement service; and PayPay mall. In addition, it engages in the advertisement business. The company was formerly known as Start Today Co., Ltd. and changed its name to ZOZO, Inc. in October 2018. ZOZO, Inc. was incorporated in 1998 and is headquartered in Chiba, Japan. ZOZO, Inc. is a subsidiary of Z Intermediate Holdings Co.,Ltd.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
ZOZO, Inc reported revenue of $242B in FY2026 versus $166B in FY2022, a compound +9.9%/yr. Reported net income was $50.8B in FY2026, compounding +10.2%/yr from FY2022.
Watch SRTTY: get an alert when its fair value changes →
Peer Group
Internet Retail · 109 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Internet Retail median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Internet Retail stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Amazon.com, Inc AMZN | $245.34 | $127.67 | -48% |
| Alibaba Group BABA | $114.97 | $75.75 | -34% |
| PDD Holdings PDD | $84.14 | $223.51 | +166% |
| MercadoLibre, Inc MELI | $1,814 | $798.98 | -56% |
| DoorDash, Inc DASH | $190.16 | $38.64 | -80% |
| Sea Limited SE | $106.22 | $52.70 | -50% |
| eBay Inc EBAY | $117.20 | $60.13 | -49% |
| JD.com, Inc JD | €25.95 | €31.88 | +23% |
| Coupang, Inc CPNG | $16.86 | $2.79 | -83% |
| Delivery Hero SE DHER | €38.18 | €12.71 | -67% |
Compare ZOZO, Inc with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Consumer Cyclical stocks →
Frequently asked questions
Is ZOZO, Inc (SRTTY) overvalued or undervalued?
What is the fair value of SRTTY?
What is the quality score of SRTTY?
What is the revenue of ZOZO, Inc (SRTTY)?
What is the net profit margin of SRTTY?
Does ZOZO, Inc pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track ZOZO, Inc and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.