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9828.T Tokyo Stock Exchange Restaurants & Bars

9828.T

¥2 856,00
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JPY
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Mcap
50,4B JPY
P/E
EV / Rev
Div yield
2,70 %
Op margin
9,6 %
ROE
29,1 %
Net margin
7,4 %
Debt / equity
0,48
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the Restaurants & Bars industry, generating revenue primarily through food and beverage services.

Business. 9828.T is a company operating in the Restaurants & Bars industry within the Consumer Cyclicals sector. The firm generates service revenue through its restaurant and bar operations. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not available in the provided data.

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Services
IndustryRestaurants & Bars
Generated · model-assisted
Sell-side consensus
BUY1 analysts
1 buy0 hold0 sell
Avg 12m price target3 700,00

Analyst recommendations

1 analysts · consensus Buy
Buy1
Hold0
Sell0
12-month price target
3 700,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
1 analysts · indicative
Ownership
not yet wired
Profitability
29,1 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 9828.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 9828.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    9828.T is a company operating in the Restaurants & Bars industry within the Consumer Cyclicals sector. The firm generates service revenue through its restaurant and bar operations. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not available in the provided data.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorCyclical Consumer Services
    IndustryRestaurants & Bars
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with cash and equivalents amounting to ¥11.95 billion, representing 34.3% of total assets. The liquidity FPT (free cash flow to total liabilities) is 0.20, indicating a solid ability to meet short-term obligations. The current ratio of 1.46 further supports this, showing that the company has sufficient current assets to cover its current liabilities.

    Profitability metrics show the company is performing well relative to industry norms. The return on equity (ROE) of 29.08% and return on assets (ROA) of 14.25% are both above the industry median for Restaurants & Bars. The gross profit margin of 59.6% and operating margin of 9.6% also reflect strong operational efficiency.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification may expose the company to regional economic fluctuations. The company's revenue is entirely derived from its core restaurant and bar operations.

    Looking ahead, the company is projected to grow revenue by 5.3% in the current fiscal year and by 3.8% in the next fiscal year. This growth is supported by a strong operating cash flow of ¥6.79 billion and a free cash flow of ¥3.54 billion, which provide flexibility for reinvestment or shareholder returns.

    The company faces low liquidity and dilution risk, with no immediate filing-based flags detected. The debt-to-equity ratio of 0.48 suggests a conservative capital structure, and the absence of near-term dilution pressure supports stability in shareholder value.

    Recent filings and transcripts do not indicate any material events that would significantly alter the company's financial trajectory. The company's capital expenditures of ¥1.93 billion are consistent with maintaining and expanding its restaurant operations.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 1.46 and cash and equivalents of ¥11.95 billion.
    • Profitability metrics such as ROE (29.08%) and ROA (14.25%) are well above industry medians.
    • The company's revenue is concentrated in a single business segment, which may increase exposure to regional economic risks.
    • Analysts project moderate revenue growth of 5.3% in the current fiscal year and 3.8% in the next fiscal year.
    • The company maintains a conservative capital structure with a debt-to-equity ratio of 0.48 and no immediate dilution risk.
    • "margin_outlook_rationale": "The company's gross profit margin of 59.6% and operating margin of 9.6% are expected to remain stable due to consistent cost management and pricing power.",

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥2 856,00
    Market cap
    ¥47.87B
    Enterprise value
    ¥44.12B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    6.5x
    P / B
    2.8x
    P / Tangible book
    2.8x
    Tangible book
    ¥17.06B
    Net cash
    ¥3.75B
    Current ratio
    1.5
    Debt / equity
    0.5
    ROA
    14.2%
    ROE
    29.1%
    Cash conversion
    137.0%
    CapEx / revenue
    -2.9%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    259,90
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    1
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-04 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate259,90
    Revenueno estimateno estimate72,5B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy0
    Buy1
    Hold0
    Sell0
    Strong sell0
    12-month price target¥3 700,00 · Median ¥3 700,00
    Low ¥3 700,00High ¥3 700,00
    EPS surprise
    +8,1 %
    reported vs consensus · beat
    Revenue surprise
    +81,9 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥3 700,00
    Mean¥3 700,00
    Median¥3 700,00
    High¥3 700,00
    Spot¥2 856,00
    +29.6 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin9,6 %Above P75
    Net Margin7,3 %Above P75
    ROE29,1 %Best in class
    Capex / Rev-2,9 %Above median
    D/E0,48Above median
    Cash Conv1,37Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • 9828.T Market data — financials · 2026-05-27
    • Genki Global Dining Concepts Corp Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    9828.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage