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Employees: 711
Size Bronco Billy (3091.T) is a Japan Consumer Discretionary company (Restaurants) with a market value of $551M, the 1014th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,920 on 6 Nov 2026.
Performance Over six months the shares gained 41.1%, against -3.1% for the median peer and +1.8% for the Japan market (cap-weighted) — 4th highest of 21 in its peer set.
Growth Revenue grew 13.6% over the last twelve months (peer median +6.1%); the operating margin is 11.9% (peer median 5.9%).
Valuation It trades at 32.1× forward earnings against a peer median of 15.9× (3rd most expensive of 16).
Price implies For today's price to make sense, revenue must grow about 2% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -10 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 15.4 points above its cost of capital (5.0% WACC).
Next results Next results expected around 8 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥33.1B | ¥30.2B | ¥26.6B | ¥23.4B | ¥19.5B |
| Revenue growth | — | +14% | +14% | +20% | — |
| Gross profit | ¥22.5B | ¥19.5B | ¥17.3B | ¥14.6B | ¥12.4B |
| EBITDA | ¥4.89B | ¥3.87B | ¥3.41B | ¥2.52B | ¥1.51B |
| Net income | ¥2.60B | ¥1.97B | ¥1.72B | ¥1.00B | ¥687M |
| Free cash flow | n/a | ¥1.94B | ¥1.59B | ¥1.49B | ¥588M |
| Capital expenditure | n/a | ¥1.44B | ¥1.15B | ¥1.07B | ¥1.05B |
| Total debt | ¥503M | ¥326M | ¥333M | ¥446M | ¥817M |
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.
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.
| Measure | 3091.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +4.2% | +7.5% | 9th lowest of 21 |
| 6-month return | +41.1% | -3.1% | 4th highest of 21 |
| Distance from 52-week high | -12.7% | -18.0% | 10th highest of 21 |
| Revenue growth (TTM) | +13.6% | +6.1% | 5th highest of 21 |
| Operating margin | 11.9% | 5.9% | 5th highest of 21 |
| Forward P/E | 32.1× | 15.9× | 3rd most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | 1.5% | 5.1% | 8th least demanding of 18 |
| Growth delivered (Del g) | +11.8% | +11.8% | 9th highest of 18 |
| Hurdle (Req g minus delivered) | -10.3 pp | -14.2 pp | 9th most demanding of 18 |
| ROIC minus cost of capital | +15.4 pp | +0.5 pp | 3rd highest of 21 |
| EV / EBITDA | 15.8× | 8.4× | 5th most expensive of 18 |
| Net debt / EBITDA | -2.0× | 2.0× | least indebted of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Bronco Billy 3091.T | Japan | $551M | +41% | +14% | 12% | 32.1× | 1.5% | +11.8% |
| Wowprime 2727.TW | Taiwan | $550M | -1% | +10% | 8% | 12.2× | -11.9% | +9.0% |
| DPC Dash 1405.HK | Hong Kong | $548M | -34% | +26% | 4% | 21.2× | 6.6% | +36.3% |
| Elior ELIOR.PA | France | $544M | -35% | 0% | 2% | 12.4× | 6.3% | +9.2% |
| Black Rock Coffee Bar BRCB | United States | $538M | -6% | +24% | 3% | 50.1× | n/a | n/a |
| Koshidaka 2157.T | Japan | $530M | -6% | +16% | 13% | 10.8× | -9.8% | +31.1% |
| AmRest EAT.WA | Poland | $529M | -5% | -3% | 4% | 22.9× | 5.1% | +9.9% |
| Fuller, Smith & Turner P.L.C FSTA.L | United Kingdom | $576M | +29% | +6% | 12% | 15.9× | 8.0% | +40.3% |
| Xi'an Catering 000721.SZ | China | $523M | -20% | -14% | -23% | n/a | 50.5% | +6.5% |
| MTY Food MTY.TO | Canada | $600M | -6% | -4% | 16% | 8.2× | -3.8% | +18.4% |
| Portillo's PTLO | United States | $504M | +54% | +3% | 6% | 31.0× | n/a | n/a |
| Marston's MARS.L | United Kingdom | $497M | +23% | -1% | 22% | 6.2× | -2.5% | +11.7% |
| Sagami 9900.T | Japan | $494M | +13% | +10% | 7% | n/a | 7.7% | +14.1% |
| Super Hi International 9658.HK | Hong Kong | $619M | -23% | +11% | 6% | 18.1× | -1.7% | +30.7% |
| Kappa.create 7421.T | Japan | $489M | +3% | -1% | -1% | n/a | 29.8% | +2.4% |
| A&W Food Services of Canada AW.TO | Canada | $625M | 0% | +3% | 30% | 14.0× | 2.6% | -0.6% |
| Hyundai Green Food 453340.KS | South Korea | $482M | +22% | +7% | 5% | 6.2× | -18.0% | +6.6% |
| Feastogether 7883.TWO | Taiwan | $479M | -9% | +10% | 9% | n/a | -0.2% | +27.9% |
| OOTOYA 2705.T | Japan | $477M | +53% | +18% | 6% | n/a | 10.0% | +18.1% |
| Srs 8163.T | Japan | $474M | +53% | +10% | 4% | 43.0× | 9.6% | +11.8% |
| Tongqinglou Catering 605108.SS | China | $473M | -24% | +4% | 6% | 30.7× | n/a | n/a |