NIFTY Lifestyle Co.,Ltd. (4262) AI Stock Analysis

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NIFTY Lifestyle Co.,Ltd.

(TSE/TYO:4262)

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Rating:74Outperform

Price Target:JPY 1,467.00▲(11.39% Upside)

Action:reiterated

Date:11/10/26

The score is driven primarily by strong financial performance (rapid growth, healthy profitability, and a near debt-free balance sheet) and supportive valuation (moderate P/E with a high dividend yield). These positives are partially offset by weak technicals, with the stock trading below key moving averages and showing negative momentum.

Positive Factors

Accelerating Revenue GrowthRapidly accelerating revenue indicates strong demand and successful scale-up of the business. If maintained, this growth can expand the company’s operating base, support reinvestment, and strengthen competitive positioning over the next several quarters.

Negative Factors

Net Margin CompressionFalling net margins despite strong revenue growth indicate that costs, business mix, or other expenses are absorbing more of each sales yen. Continued compression could limit earnings conversion, reduce reinvestment capacity, and weaken the durability of current profit growth.

NIFTY Lifestyle Co.,Ltd. (4262) vs. iShares MSCI Japan ETF (EWJ)

Market Cap: JPY 8.33B
Dividend Yield: 4.86%
Average Volume (3M): 4,706
Price to Earnings (P/E): 12.5
Beta (1Y): 0.45
Revenue Growth: 3.21%
EPS Growth: -7.58%
Country: Japan
Employees: 119
Sector: Real Estate
Sector Strength: 65
Industry: Software - Application

NIFTY Lifestyle Co.,Ltd. Business Overview & Revenue Model

Company Description

NIFTY Lifestyle Co., Ltd. provides action support platforms and solutions in Japan. The company operates myhome.nifty.com, a real estate information service that allows searching for rental and purchased properties listed on various real estate sites...

NIFTY Lifestyle Co.,Ltd. Financial Statement Overview

Summary

Strong financial profile supported by sharply accelerating revenue growth (2026 +69.7% after 2025 +38.7%), high gross margin (~76.6% in 2026), and solid operating profitability (2026 EBIT margin ~22.7%, EBITDA margin ~30.2%). Balance sheet risk is low with essentially no debt and steadily rising equity. Key watch items are net margin compression (down to ~14.9% in 2026 from ~17.7% in 2024) and year-to-year free-cash-flow variability despite consistently positive OCF/FCF.

Income Statement

86Very Positive

Balance Sheet

90Very Positive

Cash Flow

82Very Positive

Financial statement breakdown
Breakdown	TTM	Mar 2026	Mar 2025	Mar 2024	Mar 2023	Mar 2022
Income Statement
Total Revenue	5.40B	5.24B	4.94B	3.56B	3.01B	2.76B
Gross Profit	3.90B	4.01B	3.50B	2.60B	2.28B	2.13B
EBITDA	1.42B	1.58B	1.37B	1.15B	692.95M	1.08B
Net Income	663.37M	778.53M	617.75M	631.36M	339.13M	603.62M
Balance Sheet
Total Assets	7.48B	7.46B	7.02B	6.30B	5.30B	4.97B
Cash, Cash Equivalents and Short-Term Investments	3.68B	4.72B	4.18B	4.95B	4.21B	3.89B
Total Debt	0	0	0	82.04M	0	0
Total Liabilities	1.23B	1.22B	1.21B	1.02B	547.18M	577.11M
Stockholders Equity	6.25B	6.25B	5.80B	5.28B	4.75B	4.39B
Cash Flow
Free Cash Flow	0	1.05B	951.52M	982.58M	296.76M	513.76M
Operating Cash Flow	0	1.13B	955.80M	1.15B	518.54M	726.77M
Investing Cash Flow	0	-239.10M	-1.53B	-292.51M	-221.78M	-244.52M
Financing Cash Flow	0	-348.06M	-192.88M	-121.89M	18.41M	2.30B

NIFTY Lifestyle Co.,Ltd. Technical Analysis

Technical Analysis SentimentNegative

Last Price1317.00

Price Trends

50DMA1358.69Negative

100DMA1332.61Negative

200DMA1349.89Negative

Market Momentum

MACD-13.26Positive

RSI37.46Neutral

STOCH23.97Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4262, the sentiment is Negative. The current price of 1317.00 is below the 20-day moving average (MA) of 1345.00, below the 50-day MA of 1358.69, and below the 200-day MA of 1349.89, indicating a bearish trend. The MACD of -13.26 indicates Positive momentum. The RSI at 37.46 is Neutral, neither overbought nor oversold. The STOCH value of 23.97 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:4262.

NIFTY Lifestyle Co.,Ltd. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (65)

Financial Indicators

JP:4262 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:8898	83Outperform	JPY 11.51B	12.84	―	4.77%	4.75%	15.83%
JP:4262	74Outperform	JPY 8.44B	12.49	―	4.86%	3.21%	-7.58%
JP:8944	66Neutral	JPY 4.84B	2.69	―	2.47%	65.37%	―
Sector *	65Neutral	$2.17B	12.19	3.79%	4.94%	3.15%	1.96%
JP:8996	63Neutral	JPY 4.40B	4.64	―	5.04%	18.59%	78.41%
JP:5527	56Neutral	JPY 10.73B	9.65	―	2.87%	5.13%	-18.74%
JP:5532	51Neutral	JPY 22.04B	27.03	―	―	11.09%	27.53%

* Real Estate Sector Average

Performance Comparison

JP:4262 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
JP:4262	NIFTY Lifestyle Co.,Ltd.	1317.00	46.54	3.66%
JP:5527	property technologies, Inc.	872.00	103.75	13.50%
JP:5532	REALGATE INC.	3400.00	596.00	21.26%
JP:8898	Century21 Real Estate of Japan Ltd.	1111.00	58.63	5.57%
JP:8944	Land Business Co., Ltd.	243.00	3.81	1.59%
JP:8996	HouseFreedom Co., Ltd.	1091.00	183.12	20.17%

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.

Date of analysis: Nov 10, 2026

NIFTY Lifestyle Co.,Ltd. AI Stock Analysis