Ichibanya Co., Ltd. (7630) AI Stock Analysis

• Market Cap: ¥144.61B
• Dividend Yield: 1.71%
• Average Volume (3M): 262.65K
• Price to Earnings (P/E): 43.2
• Beta (1Y): 0.33
• Revenue Growth: 9.51%
• EPS Growth: 6.29%
• Country: JP
• Employees: 1,175
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Restaurants
• EPS (TTM): 5.48
• Shares Outstanding: 159,630,000
• 10 Day Avg. Volume: 234,920
• 30 Day Avg. Volume: 262,650
• PEG Ratio: 2.68
• Price to Book (P/B): 4.79
• Price to Sales (P/S): 2.52
• P/FCF Ratio: 53.29
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): 21.9
• Revenue Forecast (FY): ¥72.10B

• Rating: 66 Neutral
• Price Target: ¥1,018.00 ▲(11.62% Upside)
• Action: Reiterated Date: 10/01/25
• Date: Action: Reiterated 10/01/25

Ichibanya Co., Ltd. has a strong financial foundation with robust revenue growth and profitability, which is the most significant factor in its score. However, technical indicators suggest a bearish trend, and the stock's high P/E ratio indicates potential overvaluation, both of which weigh down the overall score.

Positive Factors

Revenue Growth

Consistent revenue growth indicates strong market demand and effective business strategies, supporting long-term expansion and profitability.

Balance Sheet Health

A low debt-to-equity ratio suggests financial stability and reduced risk, providing flexibility for future investments and growth opportunities.

Profitability

Improved profitability indicates efficient cost management and operational effectiveness, enhancing the company's ability to reinvest and reward shareholders.

Negative Factors

Cash Flow Concerns

A declining cash position could limit the company's ability to fund operations and investments, potentially impacting long-term growth and stability.

Operating Cash Flow Decline

Decreased operating cash flow may challenge the company's ability to sustain operations and invest in growth, necessitating careful financial management.

Cash Flow Stability

Maintaining cash flow stability is crucial for funding operations and strategic initiatives, with instability potentially hindering long-term objectives.

Ichibanya Co., Ltd. Business Overview & Revenue Model

Company Description

Ichibanya Co., Ltd. operates and franchises curry specialty restaurants. The company operates its restaurants primarily under the CURRY HOUSE CoCo ICHIBANYA and Pasta de CoCo brand names. As of February 28, 2022, it operated 1,461 restaurants, including 132 directly managed and 1,329 FC member restaurants in Japan and internationally. Ichibanya Co., Ltd. was founded in 1978 and is headquartered in Ichinomiya, Japan.

How the Company Makes Money

Ichibanya generates revenue primarily through the operation of its franchise restaurants, where franchisees pay initial franchise fees and ongoing royalties based on sales. The company also earns income from company-owned locations, which contribute directly to its revenue stream. Additionally, Ichibanya has expanded its product line to include ready-to-eat meals and packaged curry products available in retail outlets, further diversifying its revenue sources. Strategic partnerships with suppliers and distributors enhance its operational efficiency and product availability, contributing positively to its earnings.

Ichibanya Co., Ltd. Financial Statement Overview

Summary

Ichibanya Co., Ltd. exhibits strong financial performance with robust revenue growth, improving profitability, and a solid balance sheet with low leverage. The cash flow position is stable but requires careful monitoring to ensure sustained operational support.

Income Statement

Ichibanya Co., Ltd. has shown a robust revenue growth rate of 10.64% from 2024 to 2025, with a consistent trend over the past years. The gross profit margin is strong at 47.47% for 2025, indicating efficient cost management. The net profit margin has improved to 5.20%, reflecting enhanced profitability. The EBIT and EBITDA margins are healthy at 8.07% and 11.06% respectively, demonstrating operational efficiency. Overall, the income statement shows a positive trajectory with increasing revenue and profitability.

Balance Sheet

The balance sheet of Ichibanya Co., Ltd. is stable with a low debt-to-equity ratio of 0.05, indicating minimal leverage and financial risk. The return on equity is solid at 9.90%, showing effective utilization of shareholder funds. The equity ratio of 68.80% highlights a strong capital structure. However, the cash position has slightly decreased over the years, which may need attention in the future.

Cash Flow

Ichibanya Co., Ltd. has shown a decrease in operating cash flow from 2024 to 2025, but the free cash flow remains positive, indicating good capital management. The free cash flow to net income ratio is 0.91, suggesting strong cash earnings conversion. The operating cash flow to net income ratio is 1.68, indicating efficient cash generation relative to net income. The company needs to maintain its cash flow stability to support ongoing operations and investments.

Breakdown	TTM	Feb 2025	Feb 2024	Feb 2023	Feb 2022	Feb 2021
Income Statement
Total Revenue	63.42B	61.01B	55.14B	48.29B	45.02B	44.25B
Gross Profit	31.55B	28.96B	25.43B	21.59B	19.84B	19.54B
EBITDA	7.57B	6.91B	6.52B	5.24B	4.42B	3.97B
Net Income	3.00B	3.17B	2.69B	2.54B	2.92B	1.74B
Balance Sheet
Total Assets	47.48B	46.59B	44.27B	42.58B	42.61B	41.70B
Cash, Cash Equivalents and Short-Term Investments	14.68B	15.48B	15.90B	17.69B	17.59B	15.80B
Total Debt	1.38B	1.51B	386.08M	743.52M	984.44M	906.85M
Total Liabilities	14.92B	13.99B	12.89B	11.63B	12.00B	11.18B
Stockholders Equity	32.03B	32.05B	30.92B	30.57B	30.29B	30.25B
Cash Flow
Free Cash Flow	0.00	2.88B	4.60B	2.71B	4.32B	-398.23M
Operating Cash Flow	0.00	5.32B	6.09B	3.96B	5.24B	889.47M
Investing Cash Flow	0.00	-3.05B	-4.99B	-932.34M	-466.40M	-1.88B
Financing Cash Flow	0.00	-2.91B	-3.22B	-2.97B	-3.08B	-2.93B

Ichibanya Co., Ltd. Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 912.00
• 50DMA: Positive
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7630, the sentiment is Negative. The current price of 912 is above the 20-day moving average (MA) of 903.55, above the 50-day MA of 905.64, and below the 200-day MA of 919.54, indicating a neutral trend. The MACD of 0.06 indicates Negative momentum. The RSI at 50.69 is Neutral, neither overbought nor oversold. The STOCH value of 89.96 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:7630.

Ichibanya Co., Ltd. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
7630	66 Neutral	¥144.61B	43.18	―	1.71%	9.51%	6.29%
9936	66 Neutral	¥187.09B	27.13	―	1.65%	9.59%	8.08%
3197	63 Neutral	$760.31B	45.71	9.53%	0.55%	15.58%	60.90%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
7550	59 Neutral	¥1.46T	28.68	15.36%	0.78%	11.29%	-4.88%
9887	57 Neutral	¥114.14B	15.35	―	0.37%	20.44%	13.71%
9861	53 Neutral	¥206.68B	72.52	―	0.69%	10.75%	-14.28%

Ichibanya Co., Ltd. Corporate Events

Ichibanya Grows Sales but Faces Profit Decline While Keeping Full-Year Outlook Intact

Ichibanya reported consolidated net sales of ¥48.48 billion for the nine months ended November 30, 2025, a 7.7% year-on-year increase, driven by continued top-line growth, while operating profit slipped 3.0% to ¥3.77 billion and profit attributable to owners of parent fell 13.3% to ¥2.26 billion, reflecting rising costs and pressure on margins. The company maintained a solid financial position with an equity ratio of 67.6% and confirmed its full-year forecast for fiscal 2025/26, projecting ¥67.3 billion in net sales and a 4.0% increase in full-year profit, alongside an unchanged annual dividend forecast of ¥16 per share, signaling stable shareholder returns despite near-term profitability headwinds.

The most recent analyst rating on (JP:7630) stock is a Hold with a Yen1018.00 price target. To see the full list of analyst forecasts on Ichibanya Co., Ltd. stock, see the JP:7630 Stock Forecast page.