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Monogatari Corporation (3097.T)

JPY5,040.00 +20.00 (+0.40%)
JP JPX Consumer Cyclical Restaurants
Address 5-7-11 Nishi-Iwata 440-0831
Toyohashi, JP
CEO Naoki Okada
IPO 2010-02-22
ISIN JP3922930007

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Description

The Monogatari Corporation operates a chain of restaurants in Japan. It also involved in the management of franchise chain development business. The company offers its products under Yakiniku, Ramen, Sushi, and Shabu-shabu brand names. The Monogatari Corporation was founded in 1949 and is headquartered in Toyohashi, Japan.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
JPY5,040.00 +20.00 (+0.40%)
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Volume Profile
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Liquidity & share structure
Average Volume
243.4K
Beta
-0.19
Float Shares
32.34M
Free Float %
84.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.21% +11.28% +7.86% -2.57% +12.60% +9.61% +30.44% +53.98% +133.66% +441.20% +2,890.59%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
5,040.00
DCF (Unlevered) 4,758.90 -5.6%
DCF (Levered) 6,971.20 +38.3%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 4 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
5.62
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Restaurants: +7.4%
    +15.7% Q1'26: +21.8% (vs Q1'25)
  • EPS growth Restaurants: +14.8%
    +7.3% Q1'26: +30.7% (vs Q1'25)
  • FCF margin FCF growth · Restaurants: +21.6%
    +5.3% Q1'26: +0.0% (vs Q1'25)
  • EBIT margin Restaurants: +6.1%
    +7.2% Q1'26: +9.2% (vs Q1'25)
  • ROIC Restaurants: +6.2%
    +14.3% Q1'26: +20.6% (vs Q1'25)
  • Share dilution Restaurants: +0.0%
    +3.2% Q1'26: +0.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Restaurants: 0.72×
    1.10× Q1'26: 0.87× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (-0.25) × ERP
WACC = 92% × Ke + 8% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 4,593.75 Current price: 5,040.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Jun 2015
actual
Jun 2016
actual
Jun 2017
actual
Jun 2018
actual
Jun 2019
actual
Jun 2020
actual
Jun 2021
actual
Jun 2022
actual
Jun 2023
actual
Jun 2024
actual
Jun 2025
actual
Jun 2026
5 Rev. Ana.
5 EPS Ana.
Jun 2027
5 Rev. Ana.
5 EPS Ana.
Jun 2028
5 Rev. Ana.
5 EPS Ana.
Jun 2029
2 Rev. Ana.
1 EPS Ana.
Jun 2030
2 Rev. Ana.
1 EPS Ana.
Revenue
33.43B
est: 32.89B (+1.7%)
38.78B
est: 39.01B (-0.6%)
44.60B
est: 45.40B (-1.8%)
52.12B
est: 52.30B (-0.3%)
58.92B
est: 58.75B (+0.3%)
57.96B
est: 56.65B (+2.3%)
64.02B
est: 65.11B (-1.7%)
73.28B
est: 72.97B (+0.4%)
92.27B
est: 91.70B (+0.6%)
107.16B
est: 106.42B (+0.7%)
123.92B
est: 122.93B (+0.8%)
148.59B
147.18B – 150.38B
+20.9% YoY
166.52B
163.90B – 171.10B
+12.1% YoY
185.58B
183.21B – 189.34B
+11.4% YoY
193.60B
191.13B – 197.52B
+4.3% YoY
209.70B
207.03B – 213.94B
+8.3% YoY
EBITDA
3.59B
est: 3.71B (-3.2%)
3.88B
est: 4.40B (-11.8%)
4.77B
est: 5.12B (-6.9%)
5.84B
est: 5.90B (-1.1%)
6.70B
est: 6.63B (+1.2%)
3.62B
est: 6.39B (-43.3%)
6.39B
est: 7.35B (-13.0%)
8.64B
est: 8.23B (+5.0%)
10.48B
est: 10.35B (+1.3%)
12.58B
est: 13.33B (-5.6%)
13.97B
est: 15.39B (-9.2%)
18.61B
18.43B – 18.83B
+20.9% YoY
20.85B
20.52B – 21.42B
+12.1% YoY
23.24B
22.94B – 23.71B
+11.4% YoY
24.24B
23.93B – 24.73B
+4.3% YoY
26.26B
25.92B – 26.79B
+8.3% YoY
EBIT
2.33B
est: 2.34B (-0.4%)
2.36B
est: 2.78B (-15.0%)
2.95B
est: 3.24B (-9.0%)
3.65B
est: 3.73B (-2.1%)
4.24B
est: 4.19B (+1.3%)
1.20B
est: 4.04B (-70.4%)
3.71B
est: 4.64B (-20.0%)
5.50B
est: 5.20B (+5.7%)
6.73B
est: 6.54B (+3.0%)
8.12B
est: 9.19B (-11.6%)
8.93B
est: 10.61B (-15.8%)
12.82B
12.70B – 12.98B
+20.9% YoY
14.37B
14.15B – 14.77B
+12.1% YoY
16.02B
15.81B – 16.34B
+11.4% YoY
16.71B
16.50B – 17.05B
+4.3% YoY
18.10B
17.87B – 18.47B
+8.3% YoY
Net Income
1.26B
est: 1.42B (-11.2%)
1.37B
est: 1.67B (-17.9%)
2.07B
est: 2.01B (+3.2%)
2.39B
est: 2.67B (-10.7%)
2.94B
est: 2.90B (+1.4%)
456.00M
est: 1.42B (-67.9%)
2.73B
est: 3.16B (-13.7%)
3.73B
est: 3.69B (+1.1%)
4.69B
est: 4.83B (-2.8%)
5.64B
est: 6.05B (-6.8%)
6.16B
est: 6.47B (-4.8%)
7.49B
7.19B – 7.69B
+15.8% YoY
8.62B
8.27B – 8.81B
+15.1% YoY
9.88B
9.30B – 10.30B
+14.6% YoY
10.28B
10.11B – 10.55B
+4.1% YoY
11.20B
11.01B – 11.49B
+8.9% YoY
SGA
18.85B
est: 14.60B (+29.1%)
21.40B
est: 17.32B (+23.6%)
24.79B
est: 20.15B (+23.0%)
28.53B
est: 23.22B (+22.9%)
32.19B
est: 26.08B (+23.4%)
32.59B
est: 25.15B (+29.6%)
36.94B
est: 28.90B (+27.8%)
41.90B
est: 32.39B (+29.3%)
49.33B
est: 40.71B (+21.2%)
57.46B
est: 58.61B (-2.0%)
66.18B
est: 67.70B (-2.2%)
81.83B
81.06B – 82.82B
+20.9% YoY
91.71B
90.27B – 94.23B
+12.1% YoY
102.21B
100.90B – 104.28B
+11.4% YoY
106.62B
105.26B – 108.78B
+4.3% YoY
115.49B
114.02B – 117.83B
+8.3% YoY
EPS
34.96
est: 36.98 (-5.5%)
38.09
est: 43.61 (-12.6%)
57.51
est: 52.46 (+9.6%)
66.17
est: 69.79 (-5.2%)
81.38
est: 75.66 (+7.6%)
12.62
est: 37.06 (-65.9%)
75.35
est: 82.53 (-8.7%)
102.84
est: 96.28 (+6.8%)
129.46
est: 126.30 (+2.5%)
158.14
est: 157.23 (+0.6%)
163.08
est: 168.15 (-3.0%)
195.47
187.67 – 200.83
+16.2% YoY
224.95
215.91 – 230.17
+15.1% YoY
256.50
242.80 – 268.90
+14.0% YoY
268.50
264.05 – 275.56
+4.7% YoY
292.40
287.55 – 300.09
+8.9% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-05-11 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-05-08 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-05-07 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-05-01 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-04-30 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-04-28 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-27 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-24 A- 4/5 4/5 4/5 5/5 2/5 3/5 2/5
2026-04-23 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-22 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-21 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-20 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-17 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5
2026-04-16 B+ 3/5 4/5 4/5 5/5 1/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
5.73B
OE per share TTM
153.98
Owner's Yield
3.11%
Maintenance CapEx ratio
94.44%
Maint CapEx / Avg PPE
33.8%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 75 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares MSCI Japan Small-Cap ETF SCJ 0.09% 222.8K 0.50%
2 iShares International Small-Cap Equity Factor ETF ISCF 0.08% 546.4K 0.24%
3 iShares MSCI Japan Small Cap UCITS ETF IDJP.L 0.07% 400.4K 0.58%
4 State Street SPDR S&P International Small Cap ETF GWX 0.06% 540.7K 0.40%
5 WisdomTree Japan SmallCap Dividend Fund DFJ 0.05% 194.4K 0.58%
6 Avantis International Equity ETF AVDE 0.05% 8.28M 0.23%
7 Avantis International Small Cap Equity ETF AVDS 0.04% 132.9K 0.30%
8 Schwab International Small-Cap Equity ETF SCHC 0.04% 2.00M 0.06%
9 iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ 0.03% 62.9K 0.83%
10 iShares MSCI EAFE Small-Cap ETF SCZ 0.03% 3.79M 0.40%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
4.32M
Shares Outstanding
38.52M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Akihiko Iwasaki Senior Executive Officer & Head of New Business Type of Sales Division
Hisayuki Kato President, Chief Executive Officer, Head of Domestic Business & Representative Director male
Kanetaka Ikeda Senior Executive Officer & GM of Administration Division
Koji Kimura Senior Executive Officer & Director male
Makoto Hori Senior Executive Officer of Overseas Development & GM of Overseas Store Development Division
Manabu Yamaguchi Senior Executive Officer & GM of Overseas Sales Promotion Division
Masamichi Okada Senior Managing Executive Officer, Head of Overseas Business Management & Representative Director male
Takahiro Nitta Senior Executive Officer and GM of Mgmt. Philosophy Promotion, Diversity & Inclusion Headquarters
Takashi Hariya Senior Executive Officer, GM of Purchase, Distribution & Prod. Div. and Manager of Prod. dept
Yorinobu Ikeda Senior Executive Officer of Sales & GM of Sales Innovation Division
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits