istyle Inc. (3660) AI Stock Analysis

• Market Cap: ¥42.95B
• Dividend Yield: N/A
• Average Volume (3M): 1.21M
• Price to Earnings (P/E): 20.0
• Beta (1Y): 1.38
• Revenue Growth: 22.77%
• EPS Growth: 91.29%
• Country: JP
• Employees: 1,079
• Sector: Consumer Cyclical
• Sector Strength: 73
• Industry: Specialty Retail
• EPS (TTM): 8.35
• Shares Outstanding: 82,085,594
• 10 Day Avg. Volume: 2,181,530
• 30 Day Avg. Volume: 1,209,620
• PEG Ratio: 25.07
• Price to Book (P/B): 4.15
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 18.92
• 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

• Rating: 72 Outperform
• Price Target: ¥591.00 ▲(9.24%Upside)

istyle Inc. presents a strong financial foundation with significant revenue and profit growth and a stable balance sheet. The technical indicators suggest positive momentum, but caution is advised due to potential overbought conditions. The stock is fairly valued based on the P/E ratio, though the absence of a dividend yield may limit its appeal to certain investors.

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. The primary source of income is its e-commerce platform, where it earns commissions from sales of beauty products. Another significant revenue stream is advertising, as beauty brands pay to promote their products on the @cosme site, benefiting from its large and active user base. The company also offers premium membership services, providing exclusive content and features to subscribers. Additionally, istyle Inc. has partnerships with beauty brands and retailers, which further contributes to its revenue through various business collaborations and joint marketing initiatives.

istyle Inc. Financial Statement Overview

Summary

Income Statement

Balance Sheet

Cash Flow

Breakdown
Jun 2024	Jun 2023	Jun 2022	Jun 2021	Jun 2020
Income Statement		Total Revenue
56.09B	42.89B	34.40B	30.95B	30.56B
	Gross Profit
24.64B	19.17B	15.84B	14.32B	13.99B
	EBIT
1.94B	817.00M	-453.00M	-604.00M	-2.33B
	EBITDA
3.70B	2.94B	1.38B	1.21B	-2.53B
	Net Income Common Stockholders
1.21B	275.00M	-571.00M	379.00M	-5.02B
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
6.83B	7.72B	6.86B	8.10B	7.56B
	Total Assets
28.14B	24.30B	22.17B	22.23B	24.16B
	Total Debt
8.72B	8.43B	9.80B	11.06B	14.72B
	Net Debt
2.96B	1.71B	3.97B	3.85B	8.07B
	Total Liabilities
15.95B	13.61B	13.52B	14.13B	18.74B
	Stockholders Equity
11.99B	10.54B	8.46B	7.96B	5.29B
Cash Flow		Free Cash Flow
1.56B	1.68B	71.00M	113.00M	-3.18B
	Operating Cash Flow
3.34B	2.94B	1.28B	1.55B	-202.00M
	Investing Cash Flow
-4.57B	-1.25B	-1.53B	389.00M	-2.40B
	Financing Cash Flow
160.00M	-612.00M	-1.35B	-1.56B	6.03B

istyle Inc. Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 541.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

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 541 is above the 20-day moving average (MA) of 490.65, above the 50-day MA of 465.00, and above the 200-day MA of 468.85, indicating a bullish trend. The MACD of 18.99 indicates Negative momentum. The RSI at 66.26 is Neutral, neither overbought nor oversold. The STOCH value of 85.06 is Negative, 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
3660	72 Outperform	¥42.95B	19.96	17.07%	―	22.77%	91.29%
Sector *	62 Neutral	$6.84B	11.23	3.09%	3.95%	2.66%	-25.23%
RKUNF		$12.17B	―	-22.97%	―	―	―
MRCIF		$2.68B	25.91	21.33%	―	―	―
SATLF		$9.68B	32.49	48.74%	2.18%	―	―
73L		€521.73M	9.51	6.36%	3.37%	―	―
3134	72 Outperform	¥21.53B	14.42		1.66%	36.16%	81.17%

istyle Inc. Corporate Events

istyle Inc. Reports Growth and Strategic Developments Amidst Expansion

istyle Inc. reported growth in its domestic marketing and retail segments, potentially exceeding its revised earnings forecast for the year. However, increased investments in Q4 may lead to a profit decline. Amazon has become the second-largest shareholder, strengthening its strategic partnership with istyle. The company also expanded its @cosme TOKYO store, which led to increased customer acquisition and sales, despite a temporary closure for renovations.

Amazon Becomes Major Shareholder of istyle Inc.

istyle Inc. announced a significant change in its shareholder structure following the exercise of conversion rights by Amazon.com, Inc. for its 1st Series of Unsecured Bonds with Convertible Bond Type Warrants. As a result, Amazon.com, Inc. has become the major and single largest shareholder, holding 10.73% of the total voting rights, while Y Corporation, previously the largest shareholder, now holds 9.82% of the voting rights. This shift in shareholder dynamics may impact the company’s strategic direction and influence within the beauty and personal care industry.

istyle Inc. Reports Strong Financial Growth in Q3 FY2025

istyle Inc. reported significant growth in its financial results for the nine months ended March 31, 2025, with net sales increasing by 21.7% and net income attributable to owners of the parent company rising by 111.3% compared to the previous year. This robust performance underscores the company’s strong market positioning and operational efficiency, with expectations of continued growth in the fiscal year ending June 30, 2025.