Loading…
Employees: 1,323
Size Mos Food Services (8153.T) is a Japan Consumer Discretionary company (Restaurants) with a market value of $845M, the 821st largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥4,320 on 6 Nov 2026.
Performance Over six months the shares gained 9.5%, against +8.7% for the median peer and +1.8% for the Japan market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue grew 6.3% over the last twelve months (peer median +8.0%); the operating margin is 5.5% (peer median 5.0%).
Valuation It trades at 30.3× forward earnings against a peer median of 24.0× (6th most expensive of 17).
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 +7%, so the hurdle is -5 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 5.1 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 | ¥104B | ¥103B | ¥96.2B | ¥93.1B | ¥85.1B |
| Revenue growth | — | +7% | +3% | +9% | — |
| Gross profit | ¥47.4B | ¥44.6B | ¥42.5B | ¥40.5B | ¥35.4B |
| EBITDA | ¥9.83B | ¥10.6B | ¥9.52B | ¥8.96B | ¥4.24B |
| Net income | ¥3.91B | ¥4.59B | ¥3.15B | ¥2.57B | -¥318M |
| Free cash flow | n/a | ¥5.90B | ¥5.08B | ¥6.40B | -¥1.84B |
| Capital expenditure | n/a | ¥4.54B | ¥2.76B | ¥4.42B | ¥4.38B |
| Total debt | ¥5.90B | ¥4.74B | ¥5.43B | ¥7.18B | ¥7.61B |
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 | 8153.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +14.1% | +6.3% | 5th highest of 21 |
| 6-month return | +9.5% | +8.7% | 11th highest of 21 |
| Distance from 52-week high | -5.0% | -15.6% | 3rd highest of 21 |
| Revenue growth (TTM) | +6.3% | +8.0% | 8th lowest of 21 |
| Operating margin | 5.5% | 5.0% | 10th highest of 21 |
| Forward P/E | 30.3× | 24.0× | 6th most expensive of 17 |
| Growth the price implies (Req g, 7 yrs) | 2.2% | 4.5% | 6th least demanding of 17 |
| Growth delivered (Del g) | +7.4% | +11.6% | 5th lowest of 17 |
| Hurdle (Req g minus delivered) | -5.2 pp | -0.6 pp | 8th least demanding of 17 |
| ROIC minus cost of capital | +5.1 pp | +0.8 pp | 6th highest of 20 |
| EV / EBITDA | 11.5× | 13.0× | 8th cheapest of 19 |
| Net debt / EBITDA | -2.1× | 2.3× | 2nd least indebted of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| 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% |
| Bloomin' Brands BLMN | United States | $835M | +23% | -2% | 3% | 10.5× | 10.6% | +4.5% |
| KOMEDA 3543.T | Japan | $859M | -4% | +13% | 17% | 19.2× | -0.7% | +14.7% |
| 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 |
| 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% |
| Biglari BH | United States | $1.01B | +5% | +8% | 5% | n/a | 22.1% | -1.8% |
| Cannae CNNE | United States | $700M | +25% | -7% | -17% | n/a | n/a | n/a |
| Doutor Nichires 3087.T | Japan | $1.03B | +33% | +8% | 7% | 16.3× | -4.7% | +10.6% |
| Ichibanya 7630.T | Japan | $1.06B | +21% | +8% | 6% | 57.3× | 12.2% | +8.2% |
| Restaurant Brands Asia RBA.NS | India | $668M | +31% | +16% | 0% | n/a | n/a | n/a |
| Westlife Foodworld WESTLIFE.NS | India | $1.08B | +31% | +10% | 5% | 343.5× | 49.0% | +21.7% |
| Papa John's International PZZA | United States | $650M | -37% | -6% | 5% | 19.7× | 4.8% | +2.5% |
| Ohsho Food Service 9936.T | Japan | $1.11B | -1% | 0% | 7% | 27.5× | 4.2% | +7.7% |
| A&W Food Services of Canada AW.TO | Canada | $625M | 0% | +3% | 30% | 14.0× | 2.6% | -0.6% |