istyle Inc. (3660) AI Stock Analysis

• Market Cap: ¥48.89B
• Dividend Yield: 0.21%
• Average Volume (3M): 1.29M
• Price to Earnings (P/E): 17.3
• Beta (1Y): 1.14
• Revenue Growth: 23.01%
• EPS Growth: 34.28%
• Country: JP
• Employees: 1,079
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Specialty Retail
• EPS (TTM): 7.01
• Shares Outstanding: 102,467,964
• 10 Day Avg. Volume: 969,580
• 30 Day Avg. Volume: 1,293,923
• PEG Ratio: 0.21
• Price to Book (P/B): 2.53
• Price to Sales (P/S): 0.62
• P/FCF Ratio: 22.17
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 59 Neutral
• Price Target: ¥458.00 ▼(-2.55% Downside)

istyle Inc. shows strong financial performance with solid revenue growth and profitability, which is the most significant factor in its score. However, the technical analysis indicates a bearish trend with weak momentum, which negatively impacts the overall score. The valuation is reasonable, but the low dividend yield limits its attractiveness to income-focused investors.

Positive Factors

Revenue Growth

Strong revenue growth indicates effective business strategies and high market demand, supporting long-term expansion and market presence.

Cash Flow Generation

Robust cash flow supports ongoing operations and potential investments, ensuring financial stability and growth opportunities.

Profitability

Enhanced profitability and a stable financial base position the company well for sustainable growth in the specialty retail industry.

Negative Factors

Net Profit Margin

While revenue is growing, the lower net profit margin indicates potential inefficiencies that could impact long-term profitability.

Leverage Management

Moderate debt reliance requires careful management to avoid financial strain, impacting long-term financial flexibility and stability.

Free Cash Flow

A decline in free cash flow growth could limit the company's ability to invest in new opportunities and manage financial obligations effectively.

istyle Inc. Business Overview & Revenue Model

Company Description

istyle Inc. operates a beauty portal site @cosme in Japan and internationally. The company also operates @cosme shopping, a cosmetics e-commerce site; @cosme store, a cosmetics specialty shop; @cosme Career, a job listing site for the cosmetics and beauty industries; Mogu-Navi, a food information site; Kusupa, a cooking school portal site; @cosme point, a site on which users can earn points; @cosme Q&A, a site at which members can share knowledge and tips on cosmetics and beauty; BLOOMBOX by @cosme, a service where beauty advisors curate a selection of beauty product samples for monthly delivery; Cooking School Park, an information site for cooking, baking, and confectionery classes; and 1dp, a platform that provides one-week diet plans based on user lifestyles and preferences. In addition, it operates @cosme blog, a beauty blog site for beauty gurus and professionals to share information; eatsmart, a food and health site; BeautyTech.jp, a digital magazine; MakeupAlley, a beauty community site; and @cosmo nippon that provides feedback posted to @cosme. Further, the company engages in the wholesale, retail, and import/export of beauty products; creation, management, and editing of digital content related to beauty; operation of cross-border MCN and beauty-related media outlets; shop planning, development, and operation; and influencer marketing and web advertising agency business. Additionally, it offers lifestyle and intimate care products under the @cosme touch name; PR and communication services about cosmetics to women's and beauty magazines, and websites; general worker temporary placement and paid job introduction services; import/export, sale, and marketing support services for cosmetics manufacturers; and promotional support services for the retail and logistics sectors. The company was formerly known as I-Style Co., Ltd. and changed its name to istyle Inc. in April 2000. istyle Inc. was incorporated in 1999 and is headquartered in Tokyo, Japan.

How the Company Makes Money

istyle Inc. generates revenue through multiple streams, primarily from the sale of beauty and cosmetic products via its e-commerce platform and physical retail locations. The company also benefits from partnerships with various beauty brands, allowing it to offer exclusive products and promotions. Additionally, istyle Inc. leverages affiliate marketing and collaborations with influencers to drive sales and expand its customer base. The subscription services and loyalty programs further contribute to recurring revenue, while market trends towards digital shopping and personalized beauty experiences enhance its earnings potential.

istyle Inc. Financial Statement Overview

Summary

istyle Inc. demonstrates strong revenue growth and improving profitability, supported by a stable balance sheet and robust cash flow generation. While there are areas for improvement, particularly in net profit margins and leverage management, the overall financial health of the company is solid, positioning it well for future growth in the specialty retail industry.

Income Statement

istyle Inc. has shown impressive revenue growth with a 22.61% increase in the latest year, indicating strong market demand and effective business strategies. The gross profit margin remains healthy, reflecting efficient cost management. However, the net profit margin, while positive, suggests room for improvement in operational efficiency. Overall, the company demonstrates strong revenue growth and profitability potential.

Balance Sheet

The balance sheet shows a moderate debt-to-equity ratio, indicating a balanced approach to leveraging. The return on equity has improved significantly, reflecting better profitability and efficient use of equity. However, the equity ratio suggests that the company relies moderately on debt financing, which could pose risks if not managed carefully. Overall, the balance sheet is stable but requires careful monitoring of leverage.

Cash Flow

Cash flow analysis reveals a slight decline in free cash flow growth, but the operating cash flow remains strong, indicating good cash generation from core operations. The free cash flow to net income ratio is healthy, suggesting effective conversion of earnings into cash. While there are some fluctuations, the cash flow position is generally robust, supporting ongoing operations and potential investments.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	68.77B	68.77B	56.09B	42.89B	34.40B	30.95B
Gross Profit	27.55B	27.55B	24.64B	19.17B	15.84B	14.32B
EBITDA	5.32B	5.34B	3.70B	2.57B	1.38B	2.43B
Net Income	2.33B	2.33B	1.21B	275.00M	-571.00M	379.00M
Balance Sheet
Total Assets	34.60B	34.60B	28.14B	24.30B	22.17B	22.23B
Cash, Cash Equivalents and Short-Term Investments	8.19B	8.19B	6.83B	7.72B	6.86B	8.10B
Total Debt	8.74B	8.74B	8.72B	8.43B	9.80B	11.06B
Total Liabilities	17.59B	17.59B	15.95B	13.61B	13.52B	14.13B
Stockholders Equity	16.86B	16.86B	11.99B	10.54B	8.46B	7.96B
Cash Flow
Free Cash Flow	0.00	1.92B	1.56B	1.68B	71.00M	113.00M
Operating Cash Flow	0.00	3.14B	3.34B	2.94B	1.28B	1.55B
Investing Cash Flow	0.00	-2.66B	-4.57B	-1.25B	-1.53B	389.00M
Financing Cash Flow	0.00	1.01B	160.00M	-612.00M	-1.35B	-1.56B

istyle Inc. Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 470.00
• 50DMA: Positive
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3660, the sentiment is Positive. The current price of 470 is above the 20-day moving average (MA) of 468.40, above the 50-day MA of 458.20, and below the 200-day MA of 503.38, indicating a neutral trend. The MACD of 6.76 indicates Negative momentum. The RSI at 59.95 is Neutral, neither overbought nor oversold. The STOCH value of 45.38 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:3660.

istyle Inc. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
4385	73 Outperform	¥535.35B	18.97	31.11%	―	4.83%	106.29%
9997	71 Outperform	¥96.59B	10.06	6.96%	2.98%	1.15%	86.72%
3092	67 Neutral	¥1.16T	25.62	47.74%	2.82%	6.80%	0.62%
3134	67 Neutral	¥7.68B	8.42	―	2.05%	13.52%	-42.59%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
3660	59 Neutral	¥48.89B	17.33	14.53%	0.21%	23.01%	34.28%
4755	46 Neutral	¥2.17T	-13.24	-21.14%	―	11.45%	42.34%

istyle Inc. Corporate Events

istyle Inc. Reports Strong Q1 Profits Amid Strategic Investments

istyle Inc. reported strong operating profit growth in Q1 due to the success of its Marketing Solution Business and effective cost control. However, Q2 is expected to see a decline in operating profit due to strategic investments in events and new store openings aimed at future growth. The company’s new data consulting services are gaining traction, although the workforce is at full capacity, necessitating further hiring. The AI-powered review analysis tool ‘@cosme Copilot’ is set for official launch in January 2026, following a successful test release.

The most recent analyst rating on (JP:3660) stock is a Hold with a Yen495.00 price target. To see the full list of analyst forecasts on istyle Inc. stock, see the JP:3660 Stock Forecast page.

istyle Inc. Reports Strong First Quarter Financial Results

istyle Inc. reported a significant increase in its financial performance for the first quarter of the fiscal year ending June 30, 2026, with net sales rising by 22.6% and operating profit increasing by 36.4% compared to the same period last year. The company’s strong performance highlights its robust market positioning and potential positive implications for stakeholders, as it continues to expand its operations and improve profitability.

The most recent analyst rating on (JP:3660) stock is a Hold with a Yen495.00 price target. To see the full list of analyst forecasts on istyle Inc. stock, see the JP:3660 Stock Forecast page.

istyle Inc. Completes Treasury Share Allotment for Director Compensation

istyle Inc. has completed the allotment of 60,849 treasury shares as restricted stock compensation to three of its directors. This strategic move, resolved by the Board of Directors on September 29, 2025, aims to align the interests of the company’s leadership with its long-term goals, potentially impacting its market positioning and stakeholder relations.

The most recent analyst rating on (JP:3660) stock is a Hold with a Yen495.00 price target. To see the full list of analyst forecasts on istyle Inc. stock, see the JP:3660 Stock Forecast page.