Tokyo Lifestyle Co., Ltd. American
Tokyo Lifestyle Co., Ltd. American Depositary Shares represent an ownership interest in Tokyo Lifestyle Co., Ltd., a retailer and wholesaler of Japanese beauty, health, sundry, luxury, and electronic products. The company serves customers across Hong Kong, Japan, North America, and the United Kingdom through directly operated physical stores, online channels, franchise stores, and wholesale relationships. Its product range includes cosmetics, skincare, fragrance, body care, over-the-counter health items, nutritional supplements, medical supplies, home goods, food, and beverages. Tokyo Lifestyle’s market role centers on distributing Japanese consumer goods under its own retail and wholesale network, making it a broad-based specialty retailer with exposure to both domestic and international demand for Japanese lifestyle products.
$1.49
-$0.03 (-2.04%)
EOD Oct 21, 2026
Operating margin is thin at 0.52%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue grew 77.6%, still solid. Margins contracted 3.5pp, which offsets some of the top-line progress.
ROIC dropped from 7.80% to 0.86%, capital efficiency is deteriorating. Negative free cash flow of -$11M. The business is consuming cash, not generating it.
23.8x earnings. Valuation is in a reasonable range. The main question is whether the business can re-accelerate or if current trajectory is already priced in.
Price History
Valuation & Multiples
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$373M
▲ +77.6% YoY
Net Income (TTM)
$651K
▼ -90.2% YoY
Op. Margin
0.52%
▼ -3.5pp YoY
ROIC
0.86%
▼ -6.9pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
-$11M
▼ -567.1% YoY
Op. Cash Flow (TTM)
-$10M
▼ -1620.0% YoY
Net Debt
$70M
Cash & Equiv.
$2M
Continue Research
Is Tokyo Lifestyle Co., Ltd. American (TKLF) overvalued?
At a P/E of 23.8, Tokyo Lifestyle Co., Ltd. American (TKLF)'s valuation is best read against its own history, its peers, and the growth its price implies. A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Tokyo Lifestyle Co., Ltd. American scores 36/100 on Intrinsiqq's quality scorecard (a lower-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 1,379.7%; see dividend safety for coverage and history. All figures are computed from company filings; read the full methodology, or see how the market compares in our US profitability statistics. This is analysis, not investment advice.
Frequently asked
Is Tokyo Lifestyle Co., Ltd. American a high-quality business?+
Tokyo Lifestyle Co., Ltd. American scores 36 out of 100 on Intrinsiqq's quality score, a weighted blend of 7 metrics each scored 0 to 100, which makes it a lower-quality business on these measures. Recent fundamentals include a 0.5% operating margin and a 0.9% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from company filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Does Tokyo Lifestyle Co., Ltd. American (TKLF) pay a dividend, and how much?+
Yes, Tokyo Lifestyle Co., Ltd. American pays a regular dividend of about $20.56 per share per year (typically in quarterly installments), a yield of roughly 1,379.7% at the current price. That is a payout ratio of about 81.5% of earnings, so the dividend is covered, with less cushion. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For TKLF's full payout history, growth streak and dividend-safety score, see the dividends tab.
Is Tokyo Lifestyle Co., Ltd. American a good stock to buy right now?+
That depends on valuation and quality together, not either alone. you should weigh TKLF's valuation and scores 36/100 on quality (lower-quality). It also yields about 1,379.7%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from company filings, not investment advice.
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Data sourced from company filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
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