| Valuation method | Value, ¥ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 1039.71 | -29 |
| Intrinsic value (DCF) | 6796.73 | 365 |
| Graham-Dodd Method | 788.23 | -46 |
| Graham Formula | 1663.11 | 14 |
BEAUTY GARAGE Inc. (3180.T) is a Tokyo-based company specializing in the beauty and salon industry, offering a comprehensive range of products and services tailored to beauticians and salon businesses. Founded in 2003, the company operates in Japan's consumer defensive sector, focusing on household and personal products. BEAUTY GARAGE provides professional-use cosmetics, salon equipment, and support services, including salon start-up assistance, training courses, insurance, real estate, and IT system integration. Additionally, the company designs and constructs salon premises and sells products online, catering to both professional and retail markets. With a market capitalization of approximately ¥19.25 billion, BEAUTY GARAGE plays a pivotal role in Japan's beauty industry by bridging the gap between beauty professionals and high-quality products and services. Its diversified business model ensures resilience in the competitive beauty market, making it a key player in Japan's consumer defensive sector.
BEAUTY GARAGE Inc. presents a niche investment opportunity within Japan's beauty and salon industry. The company's diversified revenue streams, including product sales, training, and salon support services, provide stability. With a net income of ¥1.08 billion and diluted EPS of ¥85.78, the company demonstrates profitability. However, its operating cash flow of ¥581.9 million is modest relative to revenue, and capital expenditures are low at -¥144.4 million, indicating limited reinvestment. The dividend yield is attractive with a ¥15 per share payout. The beta of 0.672 suggests lower volatility compared to the broader market, appealing to risk-averse investors. Risks include reliance on Japan's domestic market and potential competition from larger beauty conglomerates. Overall, BEAUTY GARAGE is a stable but growth-constrained play in the consumer defensive sector.
BEAUTY GARAGE Inc. holds a unique position in Japan's beauty industry by offering an integrated suite of products and services tailored to salon professionals. Its competitive advantage lies in its holistic approach, combining equipment sales, training, and salon support—a rare combination in the market. The company's focus on professional-use cosmetics and salon construction differentiates it from retail-focused beauty companies. However, its niche focus limits scalability compared to global beauty giants. BEAUTY GARAGE's strength is its deep understanding of the salon business, enabling it to provide customized solutions. Yet, its reliance on the Japanese market exposes it to local economic fluctuations. The company's online sales channel is underdeveloped compared to e-commerce-focused competitors, representing a growth opportunity. Its moderate market cap suggests it lacks the economies of scale of larger players, but its specialized services create customer loyalty. The competitive landscape includes both broad-based beauty conglomerates and niche salon suppliers, positioning BEAUTY GARAGE as a hybrid player with room to expand its service offerings.