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Operates the global Marugame Seimen udon noodle chain plus other Japanese restaurant brands.
Operates the global Marugame Seimen udon noodle chain plus other Japanese restaurant brands.
Sells made-to-order, low-price meals to very large customer counts, so profit depends on traffic and on food and labour costs. Marugame Seimen carries the group, and the model is exported to many countries through directly run stores and franchise partners.
In one line: A Japanese udon-noodle chain expanding globally, like a noodle-focused Chipotle.
Moat: narrow (brand, process know-how). In-store fresh-noodle-making format differentiates it from typical quick-service chains.
Headquarters: Kobe, Japan · Founded: 2000 · Employees: 7,775
Size TORIDOLL (3397.T) is a Japan Consumer Discretionary company (Restaurants) with a market value of $2.68B, the 395th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥4,815 on 6 Nov 2026.
Performance Over six months the shares gained 19.0%, against +22.9% for the median peer and +1.8% for the Japan market (cap-weighted) — 9th lowest of 21 in its peer set.
Growth Revenue grew 3.3% over the last twelve months (peer median +8.7%); the operating margin is 7.4% (peer median 6.6%).
Valuation It trades at 57.7× forward earnings against a peer median of 31.0× (4th most expensive of 19).
Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is -10 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.5 points above its cost of capital (5.0% WACC).
Next results Next results expected around 13 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥281B | ¥279B | ¥268B | ¥232B | ¥188B |
| Revenue growth | — | +4% | +16% | +23% | — |
| Gross profit | ¥212B | ¥180B | ¥173B | ¥147B | ¥115B |
| EBITDA | ¥52.1B | ¥52.0B | ¥49.6B | ¥43.3B | ¥32.5B |
| Net income | ¥948M | ¥1.90B | ¥1.48B | ¥5.07B | ¥3.44B |
| Free cash flow | ¥32.4B | ¥35.4B | ¥23.8B | ¥33.7B | ¥21.2B |
| Capital expenditure | ¥14.4B | ¥13.8B | ¥13.9B | ¥9.13B | ¥11.4B |
| Total debt | ¥179B | ¥188B | ¥201B | ¥195B | ¥167B |
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 |
|---|---|---|---|---|---|---|
| TORIDOLL 3397.T | $2.68B | +19% | +3% | 7% | 57.7× | 5.9% |
| Skylark 3197.T | $5.18B | +19% | +11% | 7% | 38.5× | 6.4% |
| Zensho 7550.T | $12.2B | +41% | +12% | 7% | 34.3× | 6.1% |
| Yoshinoya 9861.T | $1.84B | +42% | +10% | 4% | 45.5× | 11.2% |
| Colowide 7616.T | $1.51B | +21% | +16% | 4% | n/a | 13.6% |
| Food & Life Companies 3563.T | $7.34B | +12% | +24% | 10% | 35.6× | 6.9% |
| create restaurants 3387.T | $2.34B | +14% | +3% | 5% | 65.7× | 17.8% |
| Kura Sushi 2695.T | $848M | -2% | +4% | 1% | 48.1× | 21.5% |
| Saizeriya 7581.T | $2.52B | +60% | +17% | 5% | 26.9× | 4.6% |
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 | 3397.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +16.9% | +9.5% | 7th highest of 21 |
| 6-month return | +19.0% | +22.9% | 9th lowest of 21 |
| Distance from 52-week high | -5.0% | -11.0% | 4th highest of 21 |
| Revenue growth (TTM) | +3.3% | +8.7% | 8th lowest of 21 |
| Operating margin | 7.4% | 6.6% | 9th highest of 21 |
| Forward P/E | 57.7× | 31.0× | 4th most expensive of 19 |
| Growth the price implies (Req g, 7 yrs) | 5.9% | 13.3% | 7th least demanding of 19 |
| Growth delivered (Del g) | +15.6% | +16.5% | 10th highest of 19 |
| Hurdle (Req g minus delivered) | -9.7 pp | -1.3 pp | 5th least demanding of 19 |
| ROIC minus cost of capital | +2.5 pp | +0.4 pp | 8th highest of 21 |
| EV / EBITDA | 10.3× | 14.2× | 5th cheapest of 19 |
| Net debt / EBITDA | 2.1× | 2.9× | 7th least indebted of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| TORIDOLL 3397.T | Japan | $2.68B | +19% | +3% | 7% | 57.7× | 5.9% | +15.6% |
| Mitchells & Butlers MAB.L | United Kingdom | $2.56B | +25% | +3% | 12% | 10.2× | 4.7% | +12.9% |
| Saizeriya 7581.T | Japan | $2.52B | +60% | +17% | 5% | 26.9× | 4.6% | +19.0% |
| Shake Shack SHAK | United States | $3.08B | +2% | +17% | 5% | 55.7× | n/a | n/a |
| create restaurants 3387.T | Japan | $2.34B | +14% | +3% | 5% | 65.7× | 17.8% | +17.3% |
| Jubilant Foodworks JUBLFOOD.NS | India | $3.20B | -5% | +16% | 10% | 61.4× | 28.6% | +23.5% |
| SSP SSPG.L | United Kingdom | $1.87B | +17% | +5% | 7% | 13.9× | 2.6% | +20.5% |
| Yoshinoya 9861.T | Japan | $1.84B | +42% | +10% | 4% | 45.5× | 11.2% | +5.8% |
| Guzman y Gomez GYG.AX | Australia | $1.82B | +55% | +19% | 17% | 51.0× | 32.7% | +34.2% |
| Devyani International DEVYANI.NS | India | $1.68B | +8% | +14% | 4% | 323.9× | 52.1% | +37.6% |
| Travel Food Services TRAVELFOOD.NS | India | $1.63B | -6% | -2% | 30% | 31.7× | 13.0% | +15.6% |
| Wingstop WING | United States | $4.42B | +26% | +7% | 28% | 35.3× | 21.9% | +22.9% |
| Wendy's WEN | United States | $1.55B | +12% | -1% | 13% | 17.9× | 2.4% | +4.7% |
| Colowide 7616.T | Japan | $1.51B | +21% | +16% | 4% | n/a | 13.6% | +12.3% |
| Monogatari 3097.T | Japan | $1.50B | +43% | +22% | 8% | 25.4× | 2.0% | +18.8% |
| 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% |
| Sweetgreen SG | United States | $1.43B | +72% | -1% | -18% | n/a | n/a | n/a |
| Skylark 3197.T | Japan | $5.18B | +19% | +11% | 7% | 38.5× | 6.4% | +9.7% |
| Cheesecake Factory CAKE | United States | $5.32B | +73% | +8% | 7% | 21.2× | 16.7% | +13.6% |