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Kimly Ltd.1D0.SICompetitor analysis, valuation and peers

Singapore · SGD·Consumer Discretionary›Restaurants
Momentum strong 60
Mkt cap
$361M
US dollars, full cap
Free float
34%
of shares outstanding
$/day
$224,731
20-day average traded
Fwd P/E
10.6×
forward earnings
ROIC−WACC
+8.2 pp
WACC 5.0%
Hurdle
-17 pp
Req g minus delivered
Next earnings
25 days
1 Dec 2026
Close · SGDS$0.37
1D+1.4%
1W+1.4%
1M-2.6%
3M-6.3%
6M-10.8%
YTD-5.1%
1Y-3.9%
ATR %2.7%
52w lowhigh15.9% off high

What Kimly does

No business profile yet.

Kimly at a glance

Size Kimly (1D0.SI) is a Singapore Consumer Discretionary company (Restaurants) with a market value of $361M, the 126th largest of 186 Singapore companies the cockpit tracks. Shares closed at S$0.37 on 6 Nov 2026.

Performance Over six months the shares fell 10.8%, against +1.5% for the median peer and -1.2% for the Singapore market (cap-weighted) — 8th lowest of 21 in its peer set.

Growth Revenue grew 1.2% over the last twelve months (peer median +7.0%); the operating margin is 14.4% (peer median 5.2%).

Valuation It trades at 10.6× forward earnings against a peer median of 14.4× (4th cheapest of 16).

Price implies For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -17 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 8.2 points above its cost of capital (5.0% WACC).

Next results Next results expected around 1 Dec 2026 (exchange calendar; dates can move).

Relative performance

9010011 May 202611 Aug 20266 Nov 2026Peer median 1011D0.SI 90
Six months, rebased to 100: Kimly against the median of its 20 peers (local-currency closes).

Kimly financials

Reported figures in SGD; fiscal year ends 2025-09-30. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueS$324MS$322MS$319MS$314MS$318M
Revenue growth—+1%+2%-1%—
Gross profitS$95.2MS$89.8MS$86.6MS$85.5MS$89.3M
EBITDAS$98.7MS$94.9MS$88.5MS$87.7MS$91.2M
Net incomeS$34.8MS$33.3MS$33.1MS$36.5MS$34.0M
Free cash flowS$51.1MS$56.3MS$82.6MS$84.0MS$82.8M
Capital expenditureS$27.6MS$30.0MS$5.69MS$4.98MS$4.85M
Total debtn/aS$148MS$152MS$94.3MS$129M

Quarterly statements and history in the cockpit →

Kimly competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%0%+50%-20%0%+20%24087412275327529828NRESTKRUS683182000021868160SLIGRLOCODIN03416051088163270578834533401D0.SI6-month return →1-month return →
Up and to the right = strong over both horizons. Kimly is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%0×500×1,000×2408275327529828NRESTKRUS68318160SLIGRLOCO034181631D0.SIRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Kimly is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%0%25%50%240827539828NREST683182000021868160SLIGRLOCO0341270578834533401D0.SIGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Kimly is the large dot.

Kimly competitors and peer comparison

How Kimly compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Kimly against its 20 peers (data as of 6 Nov 2026)
Measure1D0.SIPeer medianRank in peer set
1-month return-2.6%-0.9%10th lowest of 21
6-month return-10.8%+1.5%8th lowest of 21
Distance from 52-week high-15.9%-19.7%10th highest of 21
Revenue growth (TTM)+1.2%+7.0%5th lowest of 21
Operating margin14.4%5.2%highest of 21
Forward P/E10.6×14.4×4th cheapest of 16
Growth the price implies (Req g, 7 yrs)-7.9%2.3%5th least demanding of 16
Growth delivered (Del g)+8.9%+11.8%6th lowest of 16
Hurdle (Req g minus delivered)-16.7 pp-11.7 pp7th least demanding of 16
ROIC minus cost of capital+8.2 pp+2.0 pp7th highest of 21
EV / EBITDA5.6×10.2×4th cheapest of 15
Net debt / EBITDA0.8×1.0×10th least indebted of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Kimly 1D0.SISingapore$361M-11%+1%14%10.6×-7.9%+8.9%
Guangzhou Xiao Noodles Catering Management 2408.HKHong Kong$354M-7%+41%10%12.9×-7.3%+53.5%
ATOM 7412.TJapan$353M-56%-10%0%n/an/an/a
Bafang Yunji International 2753.TWTaiwan$371M-1%+7%13%12.6×-7.6%+11.1%
Fujio Food 2752.TJapan$372M+4%+2%2%951.7×n/an/a
Genki Global Dining Concepts 9828.TJapan$336M+8%+29%5%13.8×2.3%+14.0%
Nordrest NREST.STSweden$334M-24%+34%8%14.2×-8.2%+28.2%
Kura Sushi USA KRUSUnited States$333M-52%+18%-1%275.2×n/an/a
Green Tea 6831.HKHong Kong$332M-59%+24%13%3.7×-21.0%+24.0%
Ringer Hut 8200.TJapan$392M+9%+2%4%n/a15.8%+5.8%
China Quanjude (Group) 002186.SZChina$416M-15%-4%0%n/a16.4%+9.9%
Kisoji 8160.TJapan$438M+6%+2%5%32.9×4.4%+11.9%
Sligro Food SLIGR.ASNetherlands$444M-28%-4%1%25.2×3.4%+6.5%
El Pollo Loco LOCOUnited States$453M+6%+4%10%14.4×3.2%+2.8%
Dine Brands Global DINUnited States$454M+26%+8%14%7.9×n/an/a
Cafe de Coral 0341.HKHong Kong$464M+61%-4%4%14.7×-9.1%+4.0%
Tongqinglou Catering 605108.SSChina$473M-24%+4%6%30.7×n/an/a
Srs 8163.TJapan$474M+53%+10%4%43.0×9.6%+11.8%
OOTOYA 2705.TJapan$477M+53%+18%6%n/a10.0%+18.1%
Feastogether 7883.TWOTaiwan$479M-9%+10%9%n/a-0.2%+27.9%
Hyundai Green Food 453340.KSSouth Korea$482M+22%+7%5%6.2×-18.0%+6.6%

Questions

Which companies are Kimly's closest peers?
The cockpit's peer set: Guangzhou Xiao Noodles Catering Management (2408.HK), ATOM (7412.T), Bafang Yunji International (2753.TW), Fujio Food (2752.T), Genki Global Dining Concepts (9828.T), Nordrest (NREST.ST), Kura Sushi USA (KRUS), Green Tea (6831.HK).
Is Kimly expensive compared with its peers?
On forward p/e it trades at 10.6× against a peer median of 14.4×, 4th cheapest of 16 in its peer set. For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is -17 pp: the price already allows for a slowdown.
How has Kimly stock performed?
Over six months to 6 Nov 2026 the shares returned -10.8% against +1.5% for the median peer; over one year -3.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.