Saizeriya Co Ltd (JP:7581)
:7581
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Saizeriya Co
(7581)
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Rating:65Neutral
Price Target:
¥6,257.00
▲(17.17% Upside)
Action:DowngradedDate:04/10/26
The score is primarily supported by strong cash flow generation and a conservative balance sheet, but is held back by a premium P/E with a low dividend yield and technical weakness versus key moving averages despite neutral momentum readings.
Positive Factors
Free cash flow strength
Very strong free cash flow growth and a high operating-cash-to-income ratio provide durable internal funding. This strengthens the company's ability to reinvest in stores, absorb cost shocks, sustain operations and fund expansion without needing external capital over the next several months.
Negative Factors
Low net profitability
Despite strong gross margins, the low net margin indicates limited bottom-line conversion after SG&A, rent and other operating costs. This constrains retained earnings, slows equity returns and leaves less buffer against cost inflation or demand weakness in the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Free cash flow strength
Very strong free cash flow growth and a high operating-cash-to-income ratio provide durable internal funding. This strengthens the company's ability to reinvest in stores, absorb cost shocks, sustain operations and fund expansion without needing external capital over the next several months.
Read all positive factors
Saizeriya Co (7581) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥268.42B
Dividend Yield0.55%
Average Volume (3M)414.97K
Price to Earnings (P/E)33.9
Beta (1Y)0.60
Revenue Growth14.33%
EPS Growth36.83%
CountryJP
Employees4,504
SectorGeneral
Sector StrengthN/A
IndustryRestaurants
Share Statistics
EPS (TTM)51.77
Shares Outstanding52,272,343
10 Day Avg. Volume760,320
30 Day Avg. Volume414,970
Financial Highlights & Ratios
PEG Ratio0.62
Price to Book (P/B)2.19
Price to Sales (P/S)1.00
P/FCF Ratio32.95
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥7,151.73Price Target Upside33.93% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering5
EPS Forecast (FY)258.85
Revenue Forecast (FY)¥290.04B
Saizeriya Co Business Overview & Revenue Model
Company Description
Saizeriya Co.,Ltd. operates in the restaurant business. As of August 31, 2021, it operated 1,553 restaurants, including 1,089 restaurants in Japan and 464 restaurants internationally. The company was incorporated in 1973 and is headquartered in Yo...
How the Company Makes Money
Saizeriya primarily makes money by selling food and beverages to customers through its company-operated restaurant network. Revenue is generated on a per-transaction basis from dine-in orders (core items such as pasta and pizza) and beverage sales...
Saizeriya Co Financial Statement Overview
Summary
Income Statement
75
Positive
Balance Sheet
70
Positive
Cash Flow
80
Positive
| Breakdown | Aug 2025 | Aug 2024 | Aug 2023 | Aug 2022 | Aug 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 256.71B | 224.54B | 183.24B | 144.28B | 126.51B |
| Gross Profit | 133.97B | 119.48B | 98.83B | 80.31B | 70.29B |
| EBITDA | 31.54B | 28.25B | 20.03B | 12.14B | 8.45B |
| Net Income | 11.16B | 8.15B | 5.15B | 5.66B | 1.76B |
Balance Sheet | |||||
| Total Assets | 185.48B | 168.14B | 155.12B | 147.93B | 138.04B |
| Cash, Cash Equivalents and Short-Term Investments | 67.15B | 71.95B | 67.86B | 60.27B | 55.33B |
| Total Debt | 25.21B | 22.68B | 26.52B | 27.52B | 34.93B |
| Total Liabilities | 68.32B | 57.33B | 56.09B | 53.40B | 54.47B |
| Stockholders Equity | 117.16B | 110.80B | 99.03B | 94.52B | 83.57B |
Cash Flow | |||||
| Free Cash Flow | 7.79B | 15.73B | 15.49B | 17.11B | 4.08B |
| Operating Cash Flow | 26.28B | 24.12B | 20.80B | 21.84B | 12.19B |
| Investing Cash Flow | -18.74B | -8.87B | -5.91B | -2.46B | -11.05B |
| Financing Cash Flow | -10.05B | -14.84B | -8.16B | -16.47B | 7.43B |
Saizeriya Co Technical Analysis
Negative
5340.00
Price Trends
6589.40
Negative
6145.00
Negative
5658.58
Negative
Market Momentum
-247.36
Positive
25.61
Positive
2.80
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7581, the sentiment is Negative. The current price of 5340 is below the 20-day moving average (MA) of 6436.00, below the 50-day MA of 6589.40, and below the 200-day MA of 5658.58, indicating a bearish trend. The MACD of -247.36 indicates Positive momentum. The RSI at 25.61 is Positive, neither overbought nor oversold. The STOCH value of 2.80 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:7581.
Saizeriya Co Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
66 Neutral | ¥140.55B | 22.93 | 9.66% | 1.17% | 8.16% | -6.01% | |
65 Neutral | ¥268.42B | 33.85 | 9.66% | 0.55% | 14.33% | 36.83% | |
63 Neutral | ¥739.84B | 45.71 | 9.53% | 0.55% | 15.58% | 60.90% | |
61 Neutral | ¥219.68B | 42.91 | ― | 0.69% | 10.75% | -14.28% | |
59 Neutral | ¥1.35T | 28.68 | 15.36% | 0.78% | 11.29% | -4.88% | |
58 Neutral | ¥140.58B | 31.47 | ― | 0.63% | 4.32% | 11.78% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
* General Sector Average
JP:7581
Saizeriya Co
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Saizeriya Co Corporate Events
Saizeriya to Establish Wholly Owned Restaurant Subsidiary in Indonesia
Apr 8, 2026
Saizeriya Co., Ltd. has resolved to establish a wholly owned subsidiary in Indonesia as part of its strategy to expand the SAIZERIYA restaurant chain overseas. The new entity, tentatively named Indonesia SAIZERIYA, will operate local outlets and i...
Saizeriya to Establish Wholly Owned Restaurant Subsidiary in Chengdu, China
Apr 8, 2026
Saizeriya Co., Ltd. has approved the establishment of a wholly owned subsidiary in Chengdu, China, to operate outlets of its SAIZERIYA restaurant chain in the city. The planned entity, tentatively named Chengdu SAIZERIYA, will be set up in Decembe...
Saizeriya Lifts Full-Year Sales Outlook After Beating Interim Forecasts
Apr 8, 2026
Saizeriya reported that its consolidated results for the second quarter of the fiscal year ending August 31, 2026, significantly exceeded its prior forecast, with net sales, operating income, ordinary income, and interim net profit all coming in a...
Saizeriya Posts Strong First-Half Earnings and Lifts Full-Year Outlook
Apr 8, 2026
Saizeriya Co. reported strong consolidated results for the six months ended February 28, 2026, with net sales rising 17.5% year on year to ¥142.9 billion and operating profit surging 39.9% to ¥8.7 billion. Ordinary profit climbed 36.3% t...
Saizeriya Completes ¥314 Million Share Buyback Under Board-Approved Program
Feb 13, 2026
Saizeriya has completed a share repurchase program authorized by its board on January 14, 2026, acquiring 48,100 shares of its common stock on the Tokyo Stock Exchange between February 1 and February 12 for a total of ¥314.48 million. The buy...
Saizeriya Completes Share Buyback Under January 2026 Board Authorization
Feb 13, 2026
Saizeriya Co., Ltd. has completed a share repurchase program authorized by its board on January 14, 2026, acquiring its own common stock through market purchases on the Tokyo Stock Exchange. The move reflects an active capital management policy th...
Saizeriya Reports Progress on ¥1 Billion Share Buyback Program
Feb 4, 2026
Saizeriya has disclosed the status of its latest share repurchase program, confirming that it bought back 109,100 shares of its common stock for a total of ¥685,249,997 on the Tokyo Stock Exchange between January 15 and January 31, 2026. The ...
Saizeriya Finalizes Terms of New Employee Stock Option Program
Jan 29, 2026
Saizeriya has finalized the key terms of a new stock option program (Stock Acquisition Rights No. 18-2) for its employees, following a board resolution earlier in January 2026. The company will issue 3,393 stock acquisition rights to 2,045 employe...
Saizeriya Issues Employee Stock Options to Bolster Performance and Corporate Value
Jan 14, 2026
Saizeriya Co., Ltd. has resolved at its January 14, 2026 board meeting to issue stock acquisition rights as stock options to 2,045 company employees, aiming to strengthen motivation, improve business performance, and enhance corporate value. The p...
Saizeriya Launches ¥1 Billion Share Buyback to Bolster Capital Flexibility
Jan 14, 2026
Saizeriya’s board has approved a market buyback of its own common shares as part of a flexible capital policy aimed at proactively responding to changes in the business environment. The company plans to repurchase up to 200,000 shares, repre...
Saizeriya Delivers Double-Digit Profit Growth and Confirms Dividend Outlook for FY2026
Jan 14, 2026
Saizeriya reported solid growth for the three months ended November 30, 2025, with net sales rising 14.7% year on year to ¥70.3 billion and profit attributable to owners of the parent climbing 16.4% to ¥3.1 billion, reflecting improved o...
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.