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TKLF

Tokyo Lifestyle Co. Ltd. American Depositary Shares (TKLF) fair value

Consumer Cyclical · Specialty Retail · NASDAQ · United States
$1.41-6.00%
Market cap $8MUpdated Oct 17, 2026
Our verdict
Trades 81% above our fair value
Price
$1.41
Model fair valueConfidence: low
about $0.78
Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
Not used by alerts or posts.
Treated as a cyclical company. None of the usual models had enough data, so this uses Dividend discount instead.
ACCE opinionTokyo Lifestyle Co. Ltd. American Depositary Shares (TKLF)
Fair value (2 models)
Not available
ACCE price target
$1.05
Rating
Not rated
Horizon
12 months
ACCE price target published on 15 Oct 2026, 00:00 CEST.
Price used: $1.41 at the close on 23 Oct 2026, 22:00 CEST.
Models: Dividend discount.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Full methodology
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
39
out of 100
P/E
7.9x
forward 0.0x
1-year return
-55.8%
Dividend yield
17.03%

Tokyo Lifestyle Co. Ltd. American Depositary Shares in four questions

Plain answers, details below
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OverviewAsk ACCEValuationQualityAnalystsSmart MoneyCompareNews and Record

Overview

ACCE thesis

Tokyo Lifestyle Co. operates a Japanese specialty retail and e-commerce business selling apparel and lifestyle goods, listed in the US via American Depositary Shares. The business sits in a thin-margin corner of retail, with a 7.5% gross margin and a slightly negative 0.4% operating margin, so any structural advantage has to show up in volume and purchasing rather than pricing power. Revenue grew 63.0% on the most recent data, which is the central reason to look, though a reported 8.2 trailing P/E on a 9M USD market cap with 1.6% ROE means earnings quality and the sustainability of that growth need checking before anything else. Forward P/E reads 0.0, which is a data gap rather than a signal, so the forecast basis should be confirmed from filings. At roughly 9M USD in market cap, no index membership and a score of 39/100, this is a micro-cap with limited liquidity and disclosure depth; it warrants a deeper look only if the growth is organic and the margin trajectory can be traced in the Japanese filings.

AI-assisted·How I use AIWritten Oct 18, 2026

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Plain-English pros, cons, and what to watch. Pro feature.

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Valuation

INVESTOR
Where TKLF's valuation models land
Price
$1.41
Model fair valueConfidence: low
about $0.78
Model
Fair value
Upside
Dividend discount
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Quality

INVESTOR
Quality and conviction INVESTOR FEATURE

The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.

  • +A plain reason under every score
  • +Conviction breakdown and growth / value / quality / momentum scores
  • +Score history: how each score moved over time

Analysts

Wall Street consensus

No analyst coverage yet.
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

PRO

In one line

Trades are only made public after a delay. We show the delay so you know how old the news is.

Company insiders
No trades filed
Last 90 days
Congress
No trades filed
Last 180 days
Average delay
No trades filed
From trade to public filing
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Smart money tracking PRO FEATURE

Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Every insider and Congress trade, with how late it was disclosed
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

News and Record

Press releases mentioning this company

Recent performance

1 week
-6.6%
1 month
-16.1%
3 months
-31.6%
6 months
-39.2%
YTD
-54.1%
1 year
-55.8%

SEC filings

Recommendation history, last 12 months

DateTypeNewPreviousPrice
15 Oct 2026, 00:00 CESTACCE price target$1.05first publication$1.58
21 Aug 2026, 00:00 CESTFair value$1.24$1.16$1.80
19 Aug 2026, 00:00 CESTFair value$1.16$1.05$1.93
14 Aug 2026, 00:00 CESTFair value$1.05$1.02$2.00
23 Jul 2026, 00:00 CESTFair value$1.02$1.00$2.19
16 Jul 2026, 00:00 CESTFair value$1.00$0.87$2.23
1 Jul 2026, 00:00 CESTFair value$0.87first publication$2.02

This analysis is not personalised investment advice and does not take your situation, objectives or risk tolerance into account. ACCE Investments is not an authorised investment firm.

Investing in shares carries a risk of losing capital. The value of an investment can go down as well as up.

Valuation horizon: 12 months from the publication date.

Conflicts of interest. ACCE Investments is operated by Adrien Chantreuil, who may hold personal positions in the securities analysed. Positions are declared on each security. ACCE receives no payment from the companies analysed or from any intermediary for this analysis.

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Snapshot

Growth64Value55Quality20Momentum17Total39
Valuation
Trailing P/E
7.9x
Forward P/E
0.0x
PEG
no data
P/B
0.17x
EV / Revenue
0.2x
Book value/sh
$9.70
Enterprise value
$77M
Profitability
ROE
1.6%
FCF yield
-126.60%
ROIC
0.5%
Health and risk
Debt / equity
1.83
Dividend yield
17.03%
Beta
0.20

Price

-57.4% · 1Y

Ask anything about TKLF

Answered from Tokyo Lifestyle Co. Ltd. American Depositary Shares fundamentals + recent valuations. Every number shows its source and date.

This stock Peer Peer median weaker → stronger
P/Ebetter than 100% of peers
low 7.9x7.9xhigh 62.5x
ROEbetter than 17% of peers
low -27%2%high 133%
Div yieldbetter than 100% of peers
low 0.0%17.0%high 17.0%

Peers

Prices Oct 23, 2026
CompanyPriceFair valuevs fair valueP/EROEQualityScore
TKLF Tokyo Lifestyle Co. Ltd. American Depositary Shares$1.41--7.9x1.6%2039
PET.TO Pet Valu Holdings Ltd.C$19.85C$3033% below13.8x133.3%6460
NEWA-B.ST New Wave Group AB (publ)kr 99.65kr 8124% above16.5x11.8%6362
SVV Savers Value Village Inc. Common Stock$9.37$584% above62.5x5.7%4251
FAST.AS Fastned B.V.€33.30----27.0%3449
EYE National Vision Holdings Inc. Common Stock$18.67$9101% above30.1x5.8%5650
SBH Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.) Common Stock$17.40$2530% below9.1x23.5%6074

Sector report card

Where TKLF ranks against its sector peers on each metric.

Computing percentiles…
  • GlobeNewswire•Sep 30, 2026
    Tokyo Lifestyle Highlights Commitment to Shareholder Returns with Year-End Cash Dividend
  • GlobeNewswire•Sep 29, 2026
    Tokyo Lifestyle Co., Ltd. Strengthens Capital Structure Through Cash Investment and Debt-to-Equity Conversion
  • GlobeNewswire•Sep 17, 2026
    Tokyo Lifestyle Co., Ltd.’s Hong Kong Subsidiary Terminates Revolving Financing Facility Ahead of Schedule
6 more press releases · full archive on Investor+.INVESTOR
12 filings of 40
October 2026
Oct 14
6-KForeign current reportPeriod 2026-10-14
View on SEC →
Oct 1
6-KForeign current reportPeriod 2026-10-01
View on SEC →
Oct 1
Form 4Insider transactionPeriod 2026-09-29
View on SEC →
9 more filings + AI summaries on Investor+.INVESTOR