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Employees: 776
Size Maruchiyo Yamaokaya (3399.T) is a Japan Consumer Discretionary company (Restaurants) with a market value of $710M, the 898th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥5,580 on 6 Nov 2026.
Performance Over six months the shares gained 81.8%, against +6.5% for the median peer and +1.8% for the Japan market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue grew 18.8% over the last twelve months (peer median +8.2%); the operating margin is 11.3% (peer median 5.7%).
Valuation It trades at 28.4× forward earnings against a peer median of 19.2× (6th most expensive of 18).
Price implies For today's price to make sense, revenue must grow about 4% a year for seven years (Req g). Recent delivered growth is +25%, so the hurdle is -21 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 46.0 points above its cost of capital (5.6% WACC).
Next results Next results expected around 14 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥46.1B | ¥43.0B | ¥34.6B | ¥26.5B | ¥18.7B |
| Revenue growth | — | +24% | +31% | +42% | — |
| Gross profit | ¥31.7B | ¥29.2B | ¥23.7B | ¥18.3B | ¥13.0B |
| EBITDA | ¥5.92B | ¥5.40B | ¥4.37B | ¥2.66B | ¥983M |
| Net income | ¥4.09B | ¥3.69B | ¥2.83B | ¥1.43B | ¥414M |
| Free cash flow | n/a | ¥3.14B | ¥1.75B | ¥1.20B | ¥138M |
| Capital expenditure | n/a | ¥2.02B | ¥1.29B | ¥1.28B | ¥1.23B |
| Total debt | ¥1.47B | ¥1.87B | ¥2.55B | ¥2.98B | ¥3.29B |
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 | 3399.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +37.1% | +6.3% | highest of 21 |
| 6-month return | +81.8% | +6.5% | highest of 21 |
| Distance from 52-week high | -6.7% | -16.1% | 5th highest of 21 |
| Revenue growth (TTM) | +18.8% | +8.2% | 2nd highest of 21 |
| Operating margin | 11.3% | 5.7% | 7th highest of 21 |
| Forward P/E | 28.4× | 19.2× | 6th most expensive of 18 |
| Growth the price implies (Req g, 7 yrs) | 3.5% | 1.9% | 7th most demanding of 17 |
| Growth delivered (Del g) | +24.7% | +13.5% | 4th highest of 17 |
| Hurdle (Req g minus delivered) | -21.1 pp | -9.5 pp | 5th least demanding of 17 |
| ROIC minus cost of capital | +46.0 pp | +0.8 pp | highest of 20 |
| EV / EBITDA | 18.2× | 10.3× | 3rd most expensive of 20 |
| Net debt / EBITDA | -0.7× | 2.5× | 5th least indebted of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Maruchiyo Yamaokaya 3399.T | Japan | $710M | +82% | +19% | 11% | 28.4× | 3.5% | +24.7% |
| Sapphire Foods India SAPPHIRE.NS | India | $715M | +12% | +13% | 4% | 409.8× | 46.7% | +25.1% |
| Cannae CNNE | United States | $700M | +25% | -7% | -17% | n/a | n/a | n/a |
| Matsuya Foods 9887.T | Japan | $733M | +7% | +18% | 4% | n/a | n/a | n/a |
| Restaurant Brands Asia RBA.NS | India | $668M | +31% | +16% | 0% | n/a | n/a | n/a |
| Hiday Hidaka 7611.T | Japan | $760M | +11% | +10% | 11% | 23.5× | -3.3% | +16.1% |
| Collins Foods CKF.AX | Australia | $762M | +15% | +5% | 8% | 16.3× | 1.4% | +8.4% |
| Papa John's International PZZA | United States | $650M | -37% | -6% | 5% | 19.7× | 4.8% | +2.5% |
| Auntea Jenny (Shanghai) Industrial 2589.HK | Hong Kong | $784M | -61% | +36% | 15% | 8.5× | -7.1% | +23.7% |
| First Watch Restaurant FWRG | United States | $794M | +6% | +16% | 3% | 53.3× | n/a | n/a |
| A&W Food Services of Canada AW.TO | Canada | $625M | 0% | +3% | 30% | 14.0× | 2.6% | -0.6% |
| Super Hi International 9658.HK | Hong Kong | $619M | -23% | +11% | 6% | 18.1× | -1.7% | +30.7% |
| Bloomin' Brands BLMN | United States | $835M | +23% | -2% | 3% | 10.5× | 10.6% | +4.5% |
| MTY Food MTY.TO | Canada | $600M | -6% | -4% | 16% | 8.2× | -3.8% | +18.4% |
| Mos Food Services 8153.T | Japan | $845M | +10% | +6% | 5% | 30.3× | 2.2% | +7.4% |
| Kura Sushi 2695.T | Japan | $848M | -2% | +4% | 1% | 48.1× | 21.5% | +12.5% |
| KOMEDA 3543.T | Japan | $859M | -4% | +13% | 17% | 19.2× | -0.7% | +14.7% |
| Fuller, Smith & Turner P.L.C FSTA.L | United Kingdom | $576M | +29% | +6% | 12% | 15.9× | 8.0% | +40.3% |
| Royal 8179.T | Japan | $887M | +5% | +7% | 5% | 24.6× | 5.7% | +14.4% |
| 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% |