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Estelle Holdings Co., Ltd. (JP:7872)
:7872
Japanese Market
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Estelle Holdings Co., Ltd. (7872) AI Stock Analysis

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JP:7872

Estelle Holdings Co., Ltd.

(7872)

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Neutral 62 (OpenAI - Gpt-5.6Sol)
Rating:62Neutral
Price Target:
¥649.00
▲(9.81% Upside)
Action:Reiterated
Date:08/18/26
The score is held back primarily by weak profitability and volatile cash generation despite improving revenue and strong gross margins. Technical signals are moderately positive with the price above major moving averages, and valuation is supportive with a reasonable P/E and an attractive dividend yield.
Positive Factors
Revenue Recovery
The return to solid sales growth indicates improving demand and market traction. If sustained, higher revenue can provide operating leverage and help the company rebuild earnings after the recent period of weak performance.
Negative Factors
Weak Profitability
Very thin operating and net margins leave little protection against cost increases, weaker demand, or execution mistakes. The recent recovery has not yet demonstrated durable earnings power, making results sensitive to modest changes in sales or expenses.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Recovery
The return to solid sales growth indicates improving demand and market traction. If sustained, higher revenue can provide operating leverage and help the company rebuild earnings after the recent period of weak performance.
Read all positive factors

Estelle Holdings Co., Ltd. (7872) vs. iShares MSCI Japan ETF (EWJ)

Estelle Holdings Co., Ltd. Business Overview & Revenue Model

Company Description
Estelle Holdings Co.,Ltd. manufactures and sells jewelry in Japan. The company offers pearls and gemstones; and eyeglass frames. It also engages in food and restaurant business, as well as other businesses comprising of cosmetic and fashion busine...
How the Company Makes Money
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Estelle Holdings Co., Ltd. Financial Statement Overview

Summary
Revenue improved in 2026 (+8.5% YoY) and gross margins remain strong, but operating profitability is thin (~2%) and net margin is near breakeven (~0.1%) after losses in 2024–2025. Leverage appears manageable, yet equity has drifted down and ROE is only slightly positive. Cash flow and free cash flow have been volatile, indicating the recovery is still fragile.
Income Statement
56
Neutral
Balance Sheet
62
Positive
Cash Flow
48
Neutral
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue26.28B33.89B31.27B31.70B29.63B29.98B
Gross Profit13.94B18.16B17.53B17.59B17.13B17.41B
EBITDA1.02B727.00M251.00M541.00M550.00M882.00M
Net Income502.00M46.00M-345.00M-978.00M100.00M73.00M
Balance Sheet
Total Assets29.84B30.09B29.92B32.05B33.86B34.57B
Cash, Cash Equivalents and Short-Term Investments5.23B5.11B5.11B6.41B6.65B8.62B
Total Debt9.19B8.97B9.60B10.38B10.71B10.90B
Total Liabilities17.96B17.80B17.68B19.42B19.90B20.47B
Stockholders Equity11.24B11.65B11.91B12.40B13.74B13.92B
Cash Flow
Free Cash Flow0.00685.00M-344.00M402.00M-1.62B-399.00M
Operating Cash Flow0.001.02B118.00M984.00M-1.15B34.00M
Investing Cash Flow0.00-72.00M-244.00M-546.00M-383.00M-349.00M
Financing Cash Flow0.00-914.00M-1.06B-711.00M-472.00M499.00M

Estelle Holdings Co., Ltd. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price591.00
Price Trends
50DMA
607.02
Positive
100DMA
600.26
Positive
200DMA
591.12
Positive
Market Momentum
MACD
3.31
Negative
RSI
55.77
Neutral
STOCH
58.33
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7872, the sentiment is Positive. The current price of 591 is below the 20-day moving average (MA) of 612.95, below the 50-day MA of 607.02, and below the 200-day MA of 591.12, indicating a bullish trend. The MACD of 3.31 indicates Negative momentum. The RSI at 55.77 is Neutral, neither overbought nor oversold. The STOCH value of 58.33 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:7872.

Estelle Holdings Co., Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
¥24.93B9.113.03%10.59%31.31%
71
Outperform
¥41.68B11.715.39%4.37%39.41%127.01%
71
Outperform
¥33.07B27.141.93%7.58%-40.23%
62
Neutral
¥6.54B12.974.64%11.85%
61
Neutral
¥2.28B27.291.06%5.56%-57.40%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
45
Neutral
¥3.05B22.500.25%47.30%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:7872
Estelle Holdings Co., Ltd.
619.00
46.75
8.17%
JP:7937
Tsutsumi Jewelry Co
2,671.00
509.31
23.56%
JP:2736
Festaria Holdings Company Limited
614.00
15.37
2.57%
JP:7638
NEW ART HOLDINGS Co., Ltd.
1,409.00
-55.48
-3.79%
JP:7769
Rhythm Co., Ltd.
4,025.00
814.82
25.38%
JP:7810
Crossfor Co. Ltd.
171.00
10.66
6.65%
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: Aug 18, 2026