Skylark Holdings Co Ltd (JP:3197)
:3197
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Skylark Holdings Co
(3197)
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Rating:63Neutral
Price Target:
¥3,885.00
▲(14.67% Upside)
Action:ReiteratedDate:02/18/26
The score is supported by improving operating performance and consistently positive cash generation, with balance-sheet leverage trending better but still material. Technicals are positive but appear overextended, and the biggest constraint is valuation—high P/E and a low dividend yield reduce upside-adjusted attractiveness.
Positive Factors
Consistent free cash flow generation
Skylark’s sizable free cash flow (≈¥50B+ in 2024–2025) and persistent positive operating cash flow show durable cash conversion. This supports franchise investment, capex funding, and debt reduction without frequent equity raises, giving the company long-term financial flexibility through cyclical downturns.
Negative Factors
Meaningful leverage remains
Although leverage has declined materially since 2020, debt-to-equity still above 1x leaves meaningful financial obligations. In a cost-sensitive restaurant industry this constrains strategic flexibility, limits ability to pursue acquisitions or aggressive expansion, and raises vulnerability to rate or sales shocks.
Read all positive and negative factors
Positive Factors
Negative Factors
Consistent free cash flow generation
Skylark’s sizable free cash flow (≈¥50B+ in 2024–2025) and persistent positive operating cash flow show durable cash conversion. This supports franchise investment, capex funding, and debt reduction without frequent equity raises, giving the company long-term financial flexibility through cyclical downturns.
Read all positive factors
Skylark Holdings Co (3197) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥770.78B
Dividend Yield0.55%
Average Volume (3M)911.50K
Price to Earnings (P/E)45.7
Beta (1Y)0.45
Revenue Growth15.58%
EPS Growth60.90%
CountryJP
Employees6,150
SectorConsumer Cyclical
Sector Strength84
IndustryRestaurants
Share Statistics
EPS (TTM)13.34
Shares Outstanding227,502,200
10 Day Avg. Volume987,850
30 Day Avg. Volume911,496
Financial Highlights & Ratios
PEG Ratio2.29
Price to Book (P/B)4.08
Price to Sales (P/S)1.67
P/FCF Ratio15.21
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥1,898.61Price Target Upside-43.96% Downside
Rating ConsensusModerate Sell
Number of Analyst Covering1
EPS Forecast (FY)87.7
Revenue Forecast (FY)¥491.68B
Skylark Holdings Co Business Overview & Revenue Model
Company Description
Skylark Holdings Co., Ltd. operates restaurants in Japan and internationally. The company also engages in the provision of food services; and related businesses. It operates Western, Chinese, Japanese, Sushi, and Italian restaurants primarily unde...
How the Company Makes Money
Skylark Holdings generates revenue primarily through its restaurant operations, which include dine-in, takeout, and delivery services. The company earns money from the sale of food and beverages across its numerous outlets located throughout Japan...
Skylark Holdings Co Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
64
Positive
Cash Flow
70
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 457.79B | 401.13B | 354.83B | 303.70B | 264.57B |
| Gross Profit | 305.13B | 270.18B | 239.88B | 206.91B | 183.06B |
| EBITDA | 81.99B | 71.88B | 59.82B | 41.72B | 64.56B |
| Net Income | 16.75B | 13.96B | 4.78B | -6.37B | 8.74B |
Balance Sheet | |||||
| Total Assets | 518.55B | 563.81B | 508.96B | 426.92B | 457.99B |
| Cash, Cash Equivalents and Short-Term Investments | 34.33B | 19.17B | 26.79B | 15.28B | 38.33B |
| Total Debt | 123.67B | 219.69B | 198.66B | 208.05B | 227.87B |
| Total Liabilities | 330.98B | 390.44B | 346.67B | 269.21B | 291.83B |
| Stockholders Equity | 187.57B | 173.37B | 162.29B | 157.71B | 166.16B |
Cash Flow | |||||
| Free Cash Flow | 50.33B | 52.67B | 57.29B | 32.25B | 36.85B |
| Operating Cash Flow | 72.90B | 67.76B | 70.07B | 45.59B | 49.07B |
| Investing Cash Flow | -34.05B | -39.23B | -14.86B | -15.57B | -12.99B |
| Financing Cash Flow | -23.93B | -36.27B | -43.82B | -53.15B | -15.02B |
Skylark Holdings Co Technical Analysis
Positive
3388.00
Price Trends
3402.54
Negative
3376.20
Positive
3176.92
Positive
Market Momentum
-31.98
Positive
47.19
Neutral
29.70
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3197, the sentiment is Positive. The current price of 3388 is below the 20-day moving average (MA) of 3439.15, below the 50-day MA of 3402.54, and above the 200-day MA of 3176.92, indicating a neutral trend. The MACD of -31.98 indicates Positive momentum. The RSI at 47.19 is Neutral, neither overbought nor oversold. The STOCH value of 29.70 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:3197.
Skylark Holdings Co Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | ¥319.66B | 22.28 | 9.66% | 0.55% | 14.33% | 36.83% | |
70 Outperform | ¥128.73B | 20.09 | ― | 0.70% | 5.15% | 47.13% | |
66 Neutral | ¥134.99B | 22.93 | 9.66% | 1.17% | 8.16% | -6.01% | |
63 Neutral | ¥770.78B | 45.71 | 9.53% | 0.55% | 15.58% | 60.90% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
59 Neutral | ¥1.49T | 28.68 | 15.36% | 0.78% | 11.29% | -4.88% | |
53 Neutral | ¥379.15B | 34.66 | ― | 0.24% | 9.19% | 43.90% |
* Consumer Cyclical Sector Average
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Skylark Holdings Co Corporate Events
Skylark Nearly Maxes Out ¥400 Million Share Buyback on Tokyo Stock Exchange
Feb 17, 2026
Skylark Holdings Co., Ltd. has completed a share buyback authorized by its board on February 13, 2026, acquiring 108,500 common shares for a total of 399,798,500 yen through market purchases on the Tokyo Stock Exchange. The transaction nearly exha...
Skylark to Launch Restricted Stock Plan to Align Management and Shareholders
Feb 13, 2026
Skylark Holdings has approved the introduction of a Restricted Stock Compensation Plan for eligible directors, subject to shareholder approval at the March 27, 2026 annual meeting. The plan aims to tie director pay more closely to the company̵...
Skylark to Buy Back Shares for New Restricted Stock Compensation Plan
Feb 13, 2026
Skylark Holdings has approved the acquisition of up to 250,000 of its own common shares, representing about 0.11% of shares outstanding, for a maximum of 400 million yen via market purchases on the Tokyo Stock Exchange between February 16 and 20, ...
Skylark Lifts Dividend and Signals Further Payout Growth for 2026
Feb 13, 2026
Skylark Holdings has approved a year-end dividend of 14 yen per share for the fiscal year ended December 31, 2025, in line with its latest forecast and up from 11 yen a year earlier. The total payout will be about 3.19 billion yen, funded from cap...
Skylark Lifts Sales and Profit on Strong Same-Store Growth and Store Investments
Feb 13, 2026
Skylark Holdings reported strong full-year FY2025 results, with sales rising 14.1% year on year to ¥457.8 billion and notable growth in business profit and operating profit. Same-store sales increased 8% on the back of higher traffic and aver...
Skylark Lifts Profits, Cash and Dividends on Strong 2025 Restaurant Demand
Feb 13, 2026
Skylark Holdings reported strong results for the fiscal year ended Dec. 31, 2025, with revenue up 14.1% to ¥457.8 billion and business profit jumping 36% as margin measures and higher sales lifted operating profit and net income attributable ...
Skylark’s January Sales Surge on Collaborations, Promotions, and ESG Recognition
Feb 4, 2026
January flash figures show Skylark’s consolidated domestic restaurant sales up 12% year over year, supported by 5.6% higher traffic, 4.5% higher average ticket, new store openings, brand conversions, and menu collaborations that tapped young...
Skylark Holdings to Appoint Taiwan Unit Chief Takuo Sato as New President in Governance Revamp
Jan 15, 2026
Skylark Holdings has announced a planned leadership reshuffle, with veteran executive Takuo Sato, currently chairperson of Taiwan Skylark Co., Ltd., set to become President and Chief Operating Officer following shareholder approval at the March 27...
Skylark Lifts Sales Above Guidance on Premium Menus and Active Store Expansion
Jan 7, 2026
Skylark reported that its December 2025 same-store sales and all-store sales continued to run above the previous year, supported by higher average ticket prices despite a temporary year-on-year decline in customer traffic attributed to last year&#...
Skylark Holdings Announces Strategic Organizational and Personnel Changes
Nov 20, 2025
Skylark Holdings Co., Ltd. announced organizational and personnel changes effective January 1, 2026, to enhance its operational efficiency. The Marketing Division will be reorganized into the IT Division, and the Production Division will become th...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.