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Employees: 828
Size KOMEDA (3543.T) is a Japan Consumer Discretionary company (Restaurants) with a market value of $859M, the 806th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,928 on 6 Nov 2026.
Performance Over six months the shares fell 4.0%, against +11.2% for the median peer and +1.8% for the Japan market (cap-weighted) — 3rd lowest of 21 in its peer set.
Growth Revenue grew 13.2% over the last twelve months (peer median +7.6%); the operating margin is 16.5% (peer median 5.0%).
Valuation It trades at 19.2× forward earnings against a peer median of 26.0× (6th cheapest of 17).
Price implies For today's price to make sense, revenue must grow about -1% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is -15 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 3.2 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 | ¥59.5B | ¥57.2B | ¥47.1B | ¥43.2B | ¥37.8B |
| Revenue growth | — | +22% | +9% | +14% | — |
| Gross profit | ¥17.8B | ¥16.7B | ¥15.5B | ¥14.5B | ¥12.8B |
| EBITDA | ¥12.4B | ¥11.6B | ¥10.2B | ¥10.2B | ¥9.27B |
| Net income | ¥6.82B | ¥6.46B | ¥5.81B | ¥5.97B | ¥5.42B |
| Free cash flow | ¥13.6B | ¥10.9B | ¥10.0B | ¥10.4B | ¥9.18B |
| Capital expenditure | ¥2.21B | ¥1.75B | ¥1.46B | ¥1.10B | ¥1.27B |
| Total debt | ¥42.1B | ¥42.6B | ¥44.0B | ¥44.5B | ¥45.6B |
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 | 3543.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +4.7% | +9.0% | 10th lowest of 21 |
| 6-month return | -4.0% | +11.2% | 3rd lowest of 21 |
| Distance from 52-week high | -7.6% | -18.3% | 6th highest of 21 |
| Revenue growth (TTM) | +13.2% | +7.6% | 7th highest of 21 |
| Operating margin | 16.5% | 5.0% | highest of 21 |
| Forward P/E | 19.2× | 26.0× | 6th cheapest of 17 |
| Growth the price implies (Req g, 7 yrs) | -0.7% | 4.5% | 5th least demanding of 17 |
| Growth delivered (Del g) | +14.7% | +11.6% | 7th highest of 17 |
| Hurdle (Req g minus delivered) | -15.4 pp | -4.3 pp | 5th least demanding of 17 |
| ROIC minus cost of capital | +3.2 pp | +1.1 pp | 9th highest of 20 |
| EV / EBITDA | 13.4× | 11.9× | 8th most expensive of 19 |
| Net debt / EBITDA | 2.5× | 1.6× | 7th most indebted of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| KOMEDA 3543.T | Japan | $859M | -4% | +13% | 17% | 19.2× | -0.7% | +14.7% |
| Kura Sushi 2695.T | Japan | $848M | -2% | +4% | 1% | 48.1× | 21.5% | +12.5% |
| Mos Food Services 8153.T | Japan | $845M | +10% | +6% | 5% | 30.3× | 2.2% | +7.4% |
| Bloomin' Brands BLMN | United States | $835M | +23% | -2% | 3% | 10.5× | 10.6% | +4.5% |
| Royal 8179.T | Japan | $887M | +5% | +7% | 5% | 24.6× | 5.7% | +14.4% |
| First Watch Restaurant FWRG | United States | $794M | +6% | +16% | 3% | 53.3× | n/a | n/a |
| Auntea Jenny (Shanghai) Industrial 2589.HK | Hong Kong | $784M | -61% | +36% | 15% | 8.5× | -7.1% | +23.7% |
| Collins Foods CKF.AX | Australia | $762M | +15% | +5% | 8% | 16.3× | 1.4% | +8.4% |
| Hiday Hidaka 7611.T | Japan | $760M | +11% | +10% | 11% | 23.5× | -3.3% | +16.1% |
| Matsuya Foods 9887.T | Japan | $733M | +7% | +18% | 4% | n/a | n/a | n/a |
| Biglari BH | United States | $1.01B | +5% | +8% | 5% | n/a | 22.1% | -1.8% |
| Doutor Nichires 3087.T | Japan | $1.03B | +33% | +8% | 7% | 16.3× | -4.7% | +10.6% |
| Sapphire Foods India SAPPHIRE.NS | India | $715M | +12% | +13% | 4% | 409.8× | 46.7% | +25.1% |
| Maruchiyo Yamaokaya 3399.T | Japan | $710M | +82% | +19% | 11% | 28.4× | 3.5% | +24.7% |
| Cannae CNNE | United States | $700M | +25% | -7% | -17% | n/a | n/a | n/a |
| Ichibanya 7630.T | Japan | $1.06B | +21% | +8% | 6% | 57.3× | 12.2% | +8.2% |
| Westlife Foodworld WESTLIFE.NS | India | $1.08B | +31% | +10% | 5% | 343.5× | 49.0% | +21.7% |
| Restaurant Brands Asia RBA.NS | India | $668M | +31% | +16% | 0% | n/a | n/a | n/a |
| Ohsho Food Service 9936.T | Japan | $1.11B | -1% | 0% | 7% | 27.5× | 4.2% | +7.7% |
| Papa John's International PZZA | United States | $650M | -37% | -6% | 5% | 19.7× | 4.8% | +2.5% |
| Xiaocaiyuan International 0999.HK | Hong Kong | $1.17B | +16% | +3% | 15% | 13.1× | -9.6% | +15.8% |