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istyle Inc.
(3660)
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Rating:75Outperform
Price Target:
¥528.00
▲(12.34% Upside)
Action:Reiterated
Date:08/18/26
The score is driven primarily by improving financial performance (growth, profitability turnaround, and lower leverage). Technicals are supportive due to a strong uptrend, but very overbought momentum indicators temper the outlook. Valuation appears broadly fair with limited dividend support.
Positive Factors
Strong Revenue Growth
Revenue has expanded substantially over several years, demonstrating that iStyle is scaling its beauty information, advertising, and commerce activities. The latest strong growth suggests continued customer and brand engagement, supporting reinvestment and the potential for further operating leverage.
Negative Factors
Declining Gross Margin
The downward gross-margin trend indicates that a growing share of revenue is being consumed by direct costs. If this persists, revenue growth may translate less efficiently into operating profit, limiting the benefit of scale and leaving earnings more exposed to cost pressure.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Revenue Growth
Revenue has expanded substantially over several years, demonstrating that iStyle is scaling its beauty information, advertising, and commerce activities. The latest strong growth suggests continued customer and brand engagement, supporting reinvestment and the potential for further operating leverage.
Read all positive factors
istyle Inc. (3660) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥46.89B
Dividend Yield0.22%
Average Volume (3M)918.61K
Price to Earnings (P/E)15.0
Beta (1Y)0.76
Revenue Growth18.96%
EPS Growth5.92%
CountryJP
Employees1,395
SectorConsumer Cyclical
Sector Strength84
IndustrySoftware - Application
Share Statistics
EPS (TTM)28.94
Shares Outstanding102,661,964
10 Day Avg. Volume784,970
30 Day Avg. Volume918,606
Financial Highlights & Ratios
PEG Ratio2.05
Price to Book (P/B)1.56
Price to Sales (P/S)0.45
P/FCF Ratio9.88
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)14
Revenue Forecast (FY)¥90.00B
istyle Inc. Business Overview & Revenue Model
Company Description
istyle Inc. operates a beauty portal site @cosme in Japan and internationally. It operates through Support Business, Retail Business, and Global Business segments. The company operates @cosme shopping and @cosme store, a cosmetics specialty store;...
How the Company Makes Money
iStyle’s core monetization is tied to its beauty information platform: it earns revenue by selling advertising and promotional/marketing services to cosmetics and beauty brands that want exposure to the platform’s audience (e.g., brand/product lis...
istyle Inc. Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
78
Positive
Cash Flow
72
Positive
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 68.77B | 81.81B | 68.77B | 56.09B | 42.89B | 34.40B |
| Gross Profit | 27.55B | 32.06B | 27.55B | 22.58B | 17.05B | 13.83B |
| EBITDA | 5.34B | 6.61B | 5.34B | 3.70B | 2.57B | 1.37B |
| Net Income | 2.33B | 3.01B | 2.33B | 1.22B | 275.00M | -572.00M |
Balance Sheet | ||||||
| Total Assets | 34.70B | 40.38B | 34.70B | 28.28B | 24.30B | 22.17B |
| Cash, Cash Equivalents and Short-Term Investments | 8.20B | 10.22B | 8.20B | 6.83B | 7.72B | 6.80B |
| Total Debt | 8.74B | 6.18B | 8.74B | 8.72B | 8.43B | 9.80B |
| Total Liabilities | 17.69B | 16.61B | 17.69B | 16.09B | 13.61B | 13.52B |
| Stockholders Equity | 16.86B | 23.64B | 16.86B | 11.99B | 10.54B | 8.45B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 3.72B | 1.98B | 2.67B | 2.70B | 1.23B |
| Operating Cash Flow | 0.00 | 5.35B | 3.19B | 3.31B | 2.84B | 1.28B |
| Investing Cash Flow | 0.00 | -3.32B | -2.71B | -4.57B | -1.20B | -1.53B |
| Financing Cash Flow | 0.00 | -120.00M | 1.01B | 160.00M | -662.00M | -1.35B |
istyle Inc. Technical Analysis
Neutral
470.00
Price Trends
486.70
Negative
435.61
Positive
445.11
Positive
Market Momentum
-7.12
Positive
40.21
Neutral
12.37
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3660, the sentiment is Neutral. The current price of 470 is below the 20-day moving average (MA) of 483.55, below the 50-day MA of 486.70, and above the 200-day MA of 445.11, indicating a neutral trend. The MACD of -7.12 indicates Positive momentum. The RSI at 40.21 is Neutral, neither overbought nor oversold. The STOCH value of 12.37 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:3660.
istyle Inc. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | ¥985.80B | 20.45 | 48.95% | 3.57% | 6.32% | 6.95% | |
75 Outperform | ¥46.89B | 15.04 | 13.59% | 0.22% | 18.96% | 5.92% | |
74 Outperform | ¥92.04B | 14.69 | 31.02% | 1.66% | 9.49% | 43.35% | |
63 Neutral | ¥586.98B | 16.77 | 29.94% | ― | 19.03% | 35.00% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
61 Neutral | ¥100.36B | 8.27 | 7.93% | 4.17% | 4.35% | 37.52% | |
49 Neutral | ¥1.46T | -21.54 | -7.11% | 0.77% | 10.86% | 69.63% |
* Consumer Cyclical Sector Average
JP:3660
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istyle Inc. Corporate Events
Istylе Nears Completion of ¥2.8 Billion Share Buyback Program
Oct 6, 2026
Istylе Inc. has completed a new tranche of its share buyback program authorized by its board in August 2026, repurchasing 333,800 common shares on the Tokyo Stock Exchange between October 1 and October 5 for a total of ¥163.48 million. ...
Istyle Advances Aggressive Share Buyback Program on Tokyo Stock Exchange
Oct 1, 2026
Istyle Inc. reported progress on its ongoing share repurchase program authorized by its Board under the Japanese Companies Act. The company is buying back common shares on the Tokyo Stock Exchange, indicating active capital management and a focus ...
istyle Cancels Treasury Stock Rights to Avert Dilution, Confirms No Change to Earnings Outlook
Sep 25, 2026
istyle Inc. has resolved to cancel all of its 24th Series Stock Acquisition Rights, which were held as treasury stock and originally acquired from Amazon.com, Inc., in a move aimed at removing concerns over potential share dilution. The cancellati...
Amazon Becomes istyle’s Largest Shareholder as Buybacks Lift Its Stake to 10%
Sep 15, 2026
istyle Inc. has announced that Amazon.com, Inc. will become its major and single largest shareholder as of September 16, 2026, following the delivery of treasury stock the company acquired on September 14. The shift results from istyle’s ong...
Istyle Advances Share Buyback, Repurchasing Over 3 Million Shares
Sep 1, 2026
Istyle Inc. has reported progress on its ongoing share repurchase program authorized by its board on August 13, 2026, under Japan’s Companies Act provisions. Between August 14 and August 31, the company bought back 3,052,700 common shares on...
Istyle Reinvents @cosme as Global J-Beauty Platform and Tackles Capital Gaps
Aug 17, 2026
Istyle Inc. is reinforcing the strategic role of its @cosme platform, shifting it from a simple cosmetics review site to a globally applicable service tailored to dedicated beauty enthusiasts. The company is building on its core assets in data, me...
Istlye Maps Out Diversified Media, Retail, and Marketing Platform
Aug 13, 2026
Istlye Inc. outlined its diversified business structure spanning media, e-commerce, and retail under both domestic and global segments. The group’s operations cover BtoB advertising and marketing solutions, Marketing SaaS, and a range of con...
istyle to Seek Shareholder Approval for Reappointment of Eight Directors
Aug 13, 2026
istyle Inc. has announced that its board has resolved to nominate eight directors, including four outside directors classified as independent under Tokyo Stock Exchange rules, for reappointment at the company’s 27th Annual General Meeting of...
Istyle Raises Dividend Payout and Signals Higher Shareholder Returns
Aug 13, 2026
Istyle Inc. has approved a year-end dividend of ¥1.00 per share for the fiscal year ended June 30, 2026, with total payouts of ¥100 million, up from ¥89 million a year earlier. The dividend, to be paid from retained earnings on Sept...
Istyle to Book ¥6.6 Billion Dividend from Retail Subsidiary in Non-Consolidated Results
Aug 13, 2026
Istyle Inc. announced it will receive a 6.6 billion yen dividend from its consolidated subsidiary, istyle retail Inc., with payment scheduled for August 21, 2026. The transaction reflects internal capital flows within the group rather than a chang...
Istyle Launches Share Buyback of Up to 7.5% of Outstanding Stock
Aug 13, 2026
Istyle Inc. has approved a share repurchase program, authorizing the buyback of up to 7.5% of its outstanding common stock, or 7.5 million shares, for a maximum of ¥2.8 billion through market purchases on the Tokyo Stock Exchange between Augu...
Istyle to Buy Back Amazon Warrants, Booking ¥3 Billion Extraordinary Loss
Aug 13, 2026
Istyle Inc. has agreed to acquire and effectively cancel all 436,047 units of its 24th Series of Warrants previously issued to Amazon.com, Inc., paying a total of ¥3.15 billion versus an original issuance value of about ¥114 million. The...
Istyle posts double-digit growth and stronger balance sheet, plans higher dividend despite profit dip outlook
Aug 13, 2026
Istyle Inc. reported strong results for the fiscal year ended June 30, 2026, with net sales rising 19% year on year to ¥81.8 billion and operating profit climbing 29.1% to ¥4.1 billion. Profit attributable to owners of the parent increas...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.