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Japanese family restaurant chain serving low-priced Italian-style food, with major operations in Japan and China.
Japanese family restaurant chain serving low-priced Italian-style food, with major operations in Japan and China.
Earns from high-volume diners spending little each visit, so profit depends on traffic and on holding food costs down through its own central kitchens, factories and bulk sourcing.
In one line: An ultra-low-price Olive Garden.
Moat: narrow (cost advantage, scale). Vertically integrated supply chain and central kitchens sustain very low menu prices.
Headquarters: Tokyo, Japan · Founded: 1968
Size Saizeriya (7581.T) is a Japan Consumer Discretionary company (Restaurants) with a market value of $2.52B, the 411th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥8,150 on 6 Nov 2026.
Performance Over six months the shares gained 60.4%, against +20.2% for the median peer and +1.8% for the Japan market (cap-weighted) — 4th highest of 21 in its peer set.
Growth Revenue grew 17.4% over the last twelve months (peer median +6.0%); the operating margin is 5.5% (peer median 6.6%).
Valuation It trades at 26.9× forward earnings against a peer median of 31.0× (9th cheapest of 19).
Price implies For today's price to make sense, revenue must grow about 5% a year for seven years (Req g). Recent delivered growth is +19%, so the hurdle is -14 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 6.7 points above its cost of capital (5.0% WACC).
Next results Next results expected around 13 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | ¥301B | ¥301B | ¥257B | ¥225B | ¥183B |
| Revenue growth | — | +17% | +14% | +23% | — |
| Gross profit | ¥170B | ¥170B | ¥134B | ¥119B | ¥98.8B |
| EBITDA | ¥35.7B | ¥35.7B | ¥31.5B | ¥28.3B | ¥20.0B |
| Net income | ¥11.0B | ¥11.0B | ¥11.2B | ¥8.15B | ¥5.15B |
| Free cash flow | n/a | ¥7.32B | ¥7.79B | ¥15.7B | ¥15.5B |
| Capital expenditure | n/a | ¥21.8B | ¥18.6B | ¥8.71B | ¥5.49B |
| Total debt | ¥29.5B | ¥29.5B | ¥25.2B | ¥22.7B | ¥26.5B |
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 |
|---|---|---|---|---|---|---|
| Saizeriya 7581.T | $2.52B | +60% | +17% | 5% | 26.9× | 4.6% |
| Skylark 3197.T | $5.18B | +19% | +11% | 7% | 38.5× | 6.4% |
| Yoshinoya 9861.T | $1.84B | +42% | +10% | 4% | 45.5× | 11.2% |
| Zensho 7550.T | $12.2B | +41% | +12% | 7% | 34.3× | 6.1% |
| Colowide 7616.T | $1.51B | +21% | +16% | 4% | n/a | 13.6% |
| Royal 8179.T | $887M | +5% | +7% | 5% | 24.6× | 5.7% |
| Kappa.create 7421.T | $489M | +3% | -1% | -1% | n/a | 29.8% |
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 | 7581.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +20.2% | +9.5% | 5th highest of 21 |
| 6-month return | +60.4% | +20.2% | 4th highest of 21 |
| Distance from 52-week high | -7.6% | -12.6% | 8th highest of 21 |
| Revenue growth (TTM) | +17.4% | +6.0% | 3rd highest of 21 |
| Operating margin | 5.5% | 6.6% | 9th lowest of 21 |
| Forward P/E | 26.9× | 31.0× | 9th cheapest of 19 |
| Growth the price implies (Req g, 7 yrs) | 4.6% | 12.1% | 6th least demanding of 19 |
| Growth delivered (Del g) | +19.0% | +16.5% | 7th highest of 19 |
| Hurdle (Req g minus delivered) | -14.4 pp | -1.9 pp | 5th least demanding of 19 |
| ROIC minus cost of capital | +6.7 pp | +0.1 pp | 6th highest of 21 |
| EV / EBITDA | 10.1× | 12.9× | 5th cheapest of 18 |
| Net debt / EBITDA | -1.1× | 3.1× | least indebted of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Saizeriya 7581.T | Japan | $2.52B | +60% | +17% | 5% | 26.9× | 4.6% | +19.0% |
| Mitchells & Butlers MAB.L | United Kingdom | $2.56B | +25% | +3% | 12% | 10.2× | 4.7% | +12.9% |
| TORIDOLL 3397.T | Japan | $2.68B | +19% | +3% | 7% | 57.7× | 5.9% | +15.6% |
| create restaurants 3387.T | Japan | $2.34B | +14% | +3% | 5% | 65.7× | 17.8% | +17.3% |
| Shake Shack SHAK | United States | $3.08B | +2% | +17% | 5% | 55.7× | n/a | n/a |
| 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% |
| 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% |
| Wingstop WING | United States | $4.42B | +26% | +7% | 28% | 35.3× | 21.9% | +22.9% |
| Sweetgreen SG | United States | $1.43B | +72% | -1% | -18% | n/a | n/a | n/a |
| 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% |