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← CockpitCompetitor Analysis › 8160.T Kisoji Co., Ltd.Open in the cockpit ↗

Kisoji Co., Ltd.8160.TCompetitor analysis, valuation and peers

Japan · JPY·Consumer Discretionary›Restaurants
Momentum strong 71
Mkt cap
$438M
US dollars, full cap
Free float
86%
of shares outstanding
$/day
$1.64M
20-day average traded
Fwd P/E
32.9×
forward earnings
ROIC−WACC
+2.8 pp
WACC 5.0%
Hurdle
-8 pp
Req g minus delivered
Next earnings
4 days
10 Nov 2026
Close · JPY¥2,453
1D-4.0%
1W+0.8%
1M+7.8%
3M+0.6%
6M+5.8%
YTD-3.6%
1Y-0.6%
ATR %2.2%
52w lowhigh6.6% off high

What Kisoji does

Employees: 1,364

Kisoji at a glance

Size Kisoji (8160.T) is a Japan Consumer Discretionary company (Restaurants) with a market value of $438M, the 1142nd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,453 on 6 Nov 2026.

Performance Over six months the shares gained 5.8%, against +5.2% for the median peer and +1.8% for the Japan market (cap-weighted) — 11th highest of 21 in its peer set.

Growth Revenue grew 2.0% over the last twelve months (peer median +3.5%); the operating margin is 5.0% (peer median 5.4%).

Valuation It trades at 32.9× forward earnings against a peer median of 14.7× (3rd most expensive of 14).

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 +12%, so the hurdle is -8 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 2.8 points above its cost of capital (5.0% WACC).

Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).

Relative performance

10010511011 May 202611 Aug 20266 Nov 2026Peer median 1068160.T 106
Six months, rebased to 100: Kisoji against the median of its 20 peers (local-currency closes).

Kisoji financials

Reported figures in JPY; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥54.5B¥54.6B¥53.2B¥53.0B¥45.9B
Revenue growth—+3%0%+15%—
Gross profit¥37.4B¥37.3B¥36.3B¥36.1B¥30.9B
EBITDA¥4.35B¥4.53B¥4.34B¥3.97B¥1.06B
Net income¥1.65B¥1.73B¥3.17B¥436M-¥1.08B
Free cash flown/a¥3.47B-¥410M¥1.77B-¥922M
Capital expendituren/a¥2.04B¥2.05B¥2.59B¥2.96B
Total debt¥7.34B¥7.42B¥7.81B¥8.26B¥12.2B

Quarterly statements and history in the cockpit →

Kisoji competitor charts

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.

Performance: 6-month against 1-month return

-20%0%+20%+40%+60%0%+10%+20%+30%SLIGRLOCODIN0021860341605108816327057883453340742182009900MARSPTLO27522753EAT8160.T6-month return →1-month return →
Up and to the right = strong over both horizons. Kisoji is the large dot.

Fundamentals: revenue growth against valuation

-5%0%+5%+10%+15%0×500×1,000×SLIGRLOCODIN03416051088163453340MARS275221578160.TRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Kisoji is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%-20%0%20%40%SLIGRLOCO00218603418163270578834533407421MARS275300072121578160.TGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Kisoji is the large dot.

Kisoji competitors and peer comparison

How Kisoji compares with its peers

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.

Kisoji against its 20 peers (data as of 6 Nov 2026)
Measure8160.TPeer medianRank in peer set
1-month return+7.8%+3.4%8th highest of 21
6-month return+5.8%+5.2%11th highest of 21
Distance from 52-week high-6.6%-12.1%9th highest of 21
Revenue growth (TTM)+2.0%+3.5%8th lowest of 21
Operating margin5.0%5.4%10th lowest of 21
Forward P/E32.9×14.7×3rd most expensive of 14
Growth the price implies (Req g, 7 yrs)4.4%4.3%9th least demanding of 17
Growth delivered (Del g)+11.9%+9.9%5th highest of 17
Hurdle (Req g minus delivered)-7.5 pp-5.6 pp8th least demanding of 17
ROIC minus cost of capital+2.8 pp+0.6 pp8th highest of 21
EV / EBITDA14.3×10.0×6th most expensive of 15
Net debt / EBITDA-1.6×1.3×least indebted of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Kisoji 8160.TJapan$438M+6%+2%5%32.9×4.4%+11.9%
Sligro Food SLIGR.ASNetherlands$444M-28%-4%1%25.2×3.4%+6.5%
El Pollo Loco LOCOUnited States$453M+6%+4%10%14.4×3.2%+2.8%
Dine Brands Global DINUnited States$454M+26%+8%14%7.9×n/an/a
China Quanjude (Group) 002186.SZChina$416M-15%-4%0%n/a16.4%+9.9%
Cafe de Coral 0341.HKHong Kong$464M+61%-4%4%14.7×-9.1%+4.0%
Tongqinglou Catering 605108.SSChina$473M-24%+4%6%30.7×n/an/a
Srs 8163.TJapan$474M+53%+10%4%43.0×9.6%+11.8%
OOTOYA 2705.TJapan$477M+53%+18%6%n/a10.0%+18.1%
Feastogether 7883.TWOTaiwan$479M-9%+10%9%n/a-0.2%+27.9%
Hyundai Green Food 453340.KSSouth Korea$482M+22%+7%5%6.2×-18.0%+6.6%
Kappa.create 7421.TJapan$489M+3%-1%-1%n/a29.8%+2.4%
Ringer Hut 8200.TJapan$392M+9%+2%4%n/a15.8%+5.8%
Sagami 9900.TJapan$494M+13%+10%7%n/a7.7%+14.1%
Marston's MARS.LUnited Kingdom$497M+23%-1%22%6.2×-2.5%+11.7%
Portillo's PTLOUnited States$504M+54%+3%6%31.0×n/an/a
Fujio Food 2752.TJapan$372M+4%+2%2%951.7×n/an/a
Bafang Yunji International 2753.TWTaiwan$371M-1%+7%13%12.6×-7.6%+11.1%
Xi'an Catering 000721.SZChina$523M-20%-14%-23%n/a50.5%+6.5%
AmRest EAT.WAPoland$529M-5%-3%4%22.9×5.1%+9.9%
Koshidaka 2157.TJapan$530M-6%+16%13%10.8×-9.8%+31.1%

Questions

Which companies are Kisoji's closest peers?
The cockpit's peer set: Sligro Food (SLIGR.AS), El Pollo Loco (LOCO), Dine Brands Global (DIN), China Quanjude (Group) (002186.SZ), Cafe de Coral (0341.HK), Tongqinglou Catering (605108.SS), Srs (8163.T), OOTOYA (2705.T).
Is Kisoji expensive compared with its peers?
On forward p/e it trades at 32.9× against a peer median of 14.7×, 3rd most expensive of 14 in its peer set. For today's price to make sense, revenue must grow about 4% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -8 pp: the price already allows for a slowdown.
How has Kisoji stock performed?
Over six months to 6 Nov 2026 the shares returned +5.8% against +5.2% for the median peer; over one year -0.6%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.