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Operates Japanese yakiniku (BBQ) and ramen restaurant chains, led by its flagship 'Yakiniku Kingdom' brand.
Operates Japanese yakiniku (BBQ) and ramen restaurant chains, led by its flagship 'Yakiniku Kingdom' brand.
Earns from meals sold across company-run and franchised restaurants, with Yakiniku Kingdom, where diners grill meat at the table, as the main brand; growth depends on opening new outlets and keeping existing ones busy. Based in Toyohashi, Aichi.
In one line: A Japanese Texas Roadhouse for yakiniku BBQ.
Moat: narrow (brand). Recognized yakiniku brand with a self-serve grilling format that keeps labor costs manageable.
Headquarters: Aichi, Japan · Employees: 2,347
Size Monogatari (3097.T) is a Japan Consumer Discretionary company (Restaurants) with a market value of $1.50B, the 578th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥6,030 on 6 Nov 2026.
Performance Over six months the shares gained 43.1%, against +22.4% for the median peer and +1.8% for the Japan market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue grew 22.4% over the last twelve months (peer median +5.5%); the operating margin is 8.0% (peer median 6.1%).
Valuation It trades at 25.4× forward earnings against a peer median of 21.0× (9th most expensive of 19).
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 +19%, so the hurdle is -17 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 12.6 points above its cost of capital (5.1% WACC).
Next results Next results expected around 13 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | ¥152B | ¥152B | ¥124B | ¥107B | ¥92.3B |
| Revenue growth | — | +22% | +16% | +16% | — |
| Gross profit | ¥99.6B | ¥93.5B | ¥75.7B | ¥65.8B | ¥56.6B |
| EBITDA | ¥18.3B | ¥18.3B | ¥14.3B | ¥12.6B | ¥10.9B |
| Net income | ¥8.74B | ¥8.74B | ¥6.16B | ¥5.64B | ¥4.69B |
| Free cash flow | n/a | ¥5.99B | ¥1.92B | ¥876M | ¥2.59B |
| Capital expenditure | n/a | ¥10.7B | ¥10.2B | ¥10.2B | ¥7.37B |
| Total debt | ¥17.4B | ¥17.4B | ¥15.3B | ¥14.9B | ¥10.3B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Monogatari 3097.T | $1.50B | +43% | +22% | 8% | 25.4× | 2.0% |
| Skylark 3197.T | $5.18B | +19% | +11% | 7% | 38.5× | 6.4% |
| create restaurants 3387.T | $2.34B | +14% | +3% | 5% | 65.7× | 17.8% |
| Colowide 7616.T | $1.51B | +21% | +16% | 4% | n/a | 13.6% |
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 | 3097.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +13.3% | +1.9% | 8th highest of 21 |
| 6-month return | +43.1% | +22.4% | 6th highest of 21 |
| Distance from 52-week high | -6.1% | -12.8% | 5th highest of 21 |
| Revenue growth (TTM) | +22.4% | +5.5% | highest of 21 |
| Operating margin | 8.0% | 6.1% | 7th highest of 21 |
| Forward P/E | 25.4× | 21.0× | 9th most expensive of 19 |
| Growth the price implies (Req g, 7 yrs) | 2.0% | 11.2% | 5th least demanding of 20 |
| Growth delivered (Del g) | +18.8% | +12.3% | 6th highest of 20 |
| Hurdle (Req g minus delivered) | -16.8 pp | -1.5 pp | 4th least demanding of 20 |
| ROIC minus cost of capital | +12.6 pp | +0.1 pp | 3rd highest of 21 |
| EV / EBITDA | 12.9× | 11.1× | 7th most expensive of 17 |
| Net debt / EBITDA | 0.0× | 3.5× | 5th least indebted of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Monogatari 3097.T | Japan | $1.50B | +43% | +22% | 8% | 25.4× | 2.0% | +18.8% |
| Colowide 7616.T | Japan | $1.51B | +21% | +16% | 4% | n/a | 13.6% | +12.3% |
| Domino's Pizza Enterprises DMP.AX | Australia | $1.48B | +48% | -11% | 5% | 16.9× | 17.9% | -1.4% |
| Arcos Dorados ARCO | United States | $1.45B | -23% | +11% | 6% | 9.1× | -3.5% | +18.7% |
| Cracker Barrel Old Country Store CBRL | United States | $1.45B | +106% | -5% | 0% | 30.3× | 14.0% | +3.3% |
| Wendy's WEN | United States | $1.55B | +12% | -1% | 13% | 17.9× | 2.4% | +4.7% |
| Sweetgreen SG | United States | $1.43B | +72% | -1% | -18% | n/a | n/a | n/a |
| Travel Food Services TRAVELFOOD.NS | India | $1.63B | -6% | -2% | 30% | 31.7× | 13.0% | +15.6% |
| Devyani International DEVYANI.NS | India | $1.68B | +8% | +14% | 4% | 323.9× | 52.1% | +37.6% |
| J D Wetherspoon JDW.L | United Kingdom | $1.33B | +69% | +5% | 5% | 19.6× | 7.7% | +23.7% |
| Guangzhou Restaurant 603043.SS | China | $1.31B | 0% | +9% | 11% | 17.3× | -3.5% | +10.4% |
| Guzman y Gomez GYG.AX | Australia | $1.82B | +55% | +19% | 17% | 51.0× | 32.7% | +34.2% |
| Yoshinoya 9861.T | Japan | $1.84B | +42% | +10% | 4% | 45.5× | 11.2% | +5.8% |
| SSP SSPG.L | United Kingdom | $1.87B | +17% | +5% | 7% | 13.9× | 2.6% | +20.5% |
| Domino's Pizza DOM.L | United Kingdom | $1.19B | +24% | +6% | 15% | 13.1× | 9.5% | +6.3% |
| BJ's Restaurants BJRI | United States | $1.18B | +30% | +4% | 3% | 22.5× | 26.8% | +12.4% |
| Xiaocaiyuan International 0999.HK | Hong Kong | $1.17B | +16% | +3% | 15% | 13.1× | -9.6% | +15.8% |
| Ohsho Food Service 9936.T | Japan | $1.11B | -1% | 0% | 7% | 27.5× | 4.2% | +7.7% |
| Westlife Foodworld WESTLIFE.NS | India | $1.08B | +31% | +10% | 5% | 343.5× | 49.0% | +21.7% |
| Ichibanya 7630.T | Japan | $1.06B | +21% | +8% | 6% | 57.3× | 12.2% | +8.2% |
| Doutor Nichires 3087.T | Japan | $1.03B | +33% | +8% | 7% | 16.3× | -4.7% | +10.6% |