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Employees: 555
Size Sagami (9900.T) is a Japan Consumer Discretionary company (Restaurants) with a market value of $494M, the 1071st largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,165 on 6 Nov 2026.
Performance Over six months the shares gained 12.5%, against +0.9% for the median peer and +1.8% for the Japan market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue grew 9.6% over the last twelve months (peer median +5.5%); the operating margin is 7.2% (peer median 5.4%).
Valuation It trades at 1.9× enterprise value to sales against a peer median of 1.2× (7th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 8% a year for seven years (Req g). Recent delivered growth is +14%, so the hurdle is -6 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 7.2 points above its cost of capital (5.0% WACC).
Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥39.8B | ¥39.4B | ¥35.0B | ¥31.0B | ¥26.4B |
| Revenue growth | — | +12% | +13% | +17% | — |
| Gross profit | ¥27.3B | ¥26.9B | ¥23.8B | ¥20.9B | ¥17.9B |
| EBITDA | ¥3.85B | ¥3.93B | ¥2.80B | ¥2.18B | ¥1.28B |
| Net income | ¥1.50B | ¥1.62B | ¥1.36B | ¥910M | ¥886M |
| Free cash flow | n/a | ¥455M | -¥516M | ¥582M | ¥372M |
| Capital expenditure | n/a | ¥3.27B | ¥2.74B | ¥1.88B | ¥1.35B |
| Total debt | ¥447M | ¥609M | ¥1.92B | ¥2.74B | ¥3.87B |
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 | 9900.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +8.4% | +6.8% | 9th highest of 21 |
| 6-month return | +12.5% | +0.9% | 9th highest of 21 |
| Distance from 52-week high | -5.3% | -15.3% | 4th highest of 21 |
| Revenue growth (TTM) | +9.6% | +5.5% | 9th highest of 21 |
| Operating margin | 7.2% | 5.4% | 8th highest of 21 |
| EV / Sales | 1.9× | 1.2× | 7th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 7.7% | 3.3% | 5th most demanding of 17 |
| Growth delivered (Del g) | +14.1% | +9.5% | 5th highest of 17 |
| Hurdle (Req g minus delivered) | -6.4 pp | -9.2 pp | 8th most demanding of 17 |
| ROIC minus cost of capital | +7.2 pp | -0.0 pp | 7th highest of 21 |
| EV / EBITDA | 19.3× | 9.4× | 3rd most expensive of 17 |
| Net debt / EBITDA | -0.9× | 2.2× | 3rd least indebted of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sagami 9900.T | Japan | $494M | +13% | +10% | 7% | 1.9× | 7.7% | +14.1% |
| Marston's MARS.L | United Kingdom | $497M | +23% | -1% | 22% | 1.8× | -2.5% | +11.7% |
| Kappa.create 7421.T | Japan | $489M | +3% | -1% | -1% | 1.1× | 29.8% | +2.4% |
| Portillo's PTLO | United States | $504M | +54% | +3% | 6% | 1.6× | n/a | n/a |
| Hyundai Green Food 453340.KS | South Korea | $482M | +22% | +7% | 5% | 0.3× | -18.0% | +6.6% |
| Feastogether 7883.TWO | Taiwan | $479M | -9% | +10% | 9% | 1.6× | -0.2% | +27.9% |
| OOTOYA 2705.T | Japan | $477M | +53% | +18% | 6% | 1.9× | 10.0% | +18.1% |
| Srs 8163.T | Japan | $474M | +53% | +10% | 4% | 1.0× | 9.6% | +11.8% |
| Tongqinglou Catering 605108.SS | China | $473M | -24% | +4% | 6% | 2.2× | n/a | n/a |
| Xi'an Catering 000721.SZ | China | $523M | -20% | -14% | -23% | 8.2× | 50.5% | +6.5% |
| Cafe de Coral 0341.HK | Hong Kong | $464M | +61% | -4% | 4% | 0.5× | -9.1% | +4.0% |
| AmRest EAT.WA | Poland | $529M | -5% | -3% | 4% | 0.8× | 5.1% | +9.9% |
| Koshidaka 2157.T | Japan | $530M | -6% | +16% | 13% | 1.1× | -9.8% | +31.1% |
| Black Rock Coffee Bar BRCB | United States | $538M | -6% | +24% | 3% | 3.4× | n/a | n/a |
| Dine Brands Global DIN | United States | $454M | +26% | +8% | 14% | 2.1× | n/a | n/a |
| El Pollo Loco LOCO | United States | $453M | +6% | +4% | 10% | 1.3× | 3.2% | +2.8% |
| Elior ELIOR.PA | France | $544M | -35% | 0% | 2% | 0.3× | 6.3% | +9.2% |
| DPC Dash 1405.HK | Hong Kong | $548M | -34% | +26% | 4% | 0.9× | 6.6% | +36.3% |
| Sligro Food SLIGR.AS | Netherlands | $444M | -28% | -4% | 1% | 0.3× | 3.4% | +6.5% |
| Wowprime 2727.TW | Taiwan | $550M | -1% | +10% | 8% | 0.7× | -11.9% | +9.0% |
| Bronco Billy 3091.T | Japan | $551M | +41% | +14% | 12% | 2.3× | 1.5% | +11.8% |