Monogatari Corporation (JP:3097)
:3097
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Monogatari Corporation
(3097)
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Rating:72Outperform
Price Target:
¥5,311.00
▲(20.43% Upside)
Action:Upgraded
Date:12/03/25
Monogatari Corporation's strong financial performance, characterized by revenue growth and a stable balance sheet, is the primary driver of its stock score. The technical analysis indicates a strong upward trend, although overbought signals suggest caution. The valuation reflects a relatively high P/E ratio, indicating the stock may be overvalued. The absence of earnings call data and corporate events limits additional insights.
Positive Factors
Revenue and Margin Profile
Consistent revenue growth with a high gross margin (~65%) and stable net margin (~5%) indicates the core yakiniku restaurant concept captures pricing power and menu profitability. These margins provide durable buffer versus cost swings and support reinvestment in stores and brand development over months.
Negative Factors
Free Cash Flow Volatility
Volatile free cash flow limits predictability of internal funding for expansion, dividends, or buybacks. Even with recent improvement, episodic negative FCF in prior periods suggests operational or timing items affecting cash conversion, raising medium-term funding and allocation uncertainty.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue and Margin Profile
Consistent revenue growth with a high gross margin (~65%) and stable net margin (~5%) indicates the core yakiniku restaurant concept captures pricing power and menu profitability. These margins provide durable buffer versus cost swings and support reinvestment in stores and brand development over months.
Read all positive factors
Monogatari Corporation (3097) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥181.89B
Dividend Yield0.8%
Average Volume (3M)127.27K
Price to Earnings (P/E)23.3
Beta (1Y)0.45
Revenue Growth20.39%
EPS Growth19.93%
CountryJP
Employees1,809
SectorConsumer Cyclical
Sector Strength84
IndustryRestaurants
Share Statistics
EPS (TTM)196.32
Shares Outstanding39,202,980
10 Day Avg. Volume113,370
30 Day Avg. Volume127,270
Financial Highlights & Ratios
PEG Ratio7.68
Price to Book (P/B)3.66
Price to Sales (P/S)1.19
P/FCF Ratio76.72
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)199.27
Revenue Forecast (FY)¥149.12B
Monogatari Corporation Business Overview & Revenue Model
Company Description
Monogatari Corporation is a diversified company that manages various restaurants and specialty retail shops, with its business activities extending across Japan and into international markets. The firm also plays a significant role in administerin...
How the Company Makes Money
Monogatari Corporation makes money mainly by operating restaurants and, where applicable, expanding brands through franchising. Its primary revenue stream is food and beverage sales generated at company-operated restaurants (dine-in), where earnin...
Monogatari Corporation Financial Statement Overview
Summary
Income Statement
85
Very Positive
Balance Sheet
78
Positive
Cash Flow
70
Positive
| Breakdown | TTM | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 | Jun 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 143.44B | 123.92B | 107.16B | 92.27B | 73.28B | 64.02B |
| Gross Profit | 94.02B | 80.64B | 70.14B | 60.23B | 47.82B | 42.11B |
| EBITDA | 16.93B | 13.97B | 12.58B | 10.48B | 8.64B | 6.39B |
| Net Income | 7.56B | 6.16B | 5.64B | 4.69B | 3.73B | 2.73B |
Balance Sheet | ||||||
| Total Assets | 84.44B | 74.36B | 61.68B | 50.15B | 46.32B | 47.75B |
| Cash, Cash Equivalents and Short-Term Investments | 16.10B | 12.52B | 12.24B | 7.35B | 8.46B | 14.21B |
| Total Debt | 18.22B | 15.35B | 14.94B | 10.33B | 10.60B | 17.04B |
| Total Liabilities | 40.12B | 33.99B | 32.12B | 25.19B | 23.36B | 27.79B |
| Stockholders Equity | 44.24B | 40.28B | 29.41B | 24.78B | 22.96B | 19.96B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 1.92B | 876.00M | 2.59B | 1.98B | 288.26M |
| Operating Cash Flow | 0.00 | 11.84B | 10.63B | 9.70B | 8.78B | 5.79B |
| Investing Cash Flow | 0.00 | -13.95B | -9.24B | -8.04B | -7.38B | -5.78B |
| Financing Cash Flow | 0.00 | 2.71B | 3.52B | -3.23B | -7.25B | 4.23B |
Monogatari Corporation Technical Analysis
Negative
4410.00
Price Trends
4600.30
Positive
4666.55
Negative
4452.03
Positive
Market Momentum
-3.22
Positive
48.80
Neutral
37.69
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3097, the sentiment is Negative. The current price of 4410 is below the 20-day moving average (MA) of 4688.50, below the 50-day MA of 4600.30, and below the 200-day MA of 4452.03, indicating a neutral trend. The MACD of -3.22 indicates Positive momentum. The RSI at 48.80 is Neutral, neither overbought nor oversold. The STOCH value of 37.69 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:3097.
Monogatari Corporation Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | ¥181.89B | 23.25 | ― | 0.80% | 20.39% | 19.93% | |
64 Neutral | ¥182.17B | 109.99 | ― | 0.29% | 11.49% | 50.66% | |
63 Neutral | ¥37.30B | 8.88 | ― | 1.04% | 5.13% | 16.50% | |
62 Neutral | ¥164.58B | 19.40 | ― | 1.65% | 5.23% | -1.41% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
58 Neutral | ¥117.32B | 21.04 | 9.66% | 1.17% | 8.30% | 5.03% | |
55 Neutral | ¥296.08B | 62.74 | ― | 0.56% | 5.82% | -16.36% |
* Consumer Cyclical Sector Average
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Monogatari Corporation Corporate Events
Monogatari Corrects U.S. Subsidiary Capital Increase, Drops ‘Specified Subsidiary’ Label
Jun 16, 2026
Monogatari Corporation has issued a partial correction to its May 18 announcement regarding a capital increase in its U.S. subsidiary Storytellers USA, Inc., clarifying that the post-transaction capital structure does not meet the threshold for de...
Monogatari Revamps Organization and Streamlines Brand Structure While Maintaining Leadership
Jun 15, 2026
Monogatari Corporation has approved a broad organizational overhaul that elevates its new business development function, strengthens quality and safety oversight, and reshapes site and store development into more regionally focused units across Ea...
Monogatari’s May Data Show Sustained Sales Growth and Network Expansion
Jun 9, 2026
Monogatari Corporation reported continued year-on-year growth in group-wide net sales and customer traffic through May 2026, driven by expansion in the number of outlets and solid performance at both new and existing restaurants. All-restaurant sa...
Monogatari Deepens U.S. Expansion With Musashi Restaurant Asset Deal
May 22, 2026
Monogatari’s U.S. sub-subsidiary Shogun Murrieta LLC has agreed to acquire restaurant-related non-current assets from California-based Musashi West Inc., which operates “Musashi Japanese Cuisine” teppanyaki restaurants in large s...
Monogatari Boosts U.S. Subsidiary Capital to Drive Restaurant Expansion
May 18, 2026
Monogatari Corporation will inject USD 6.5 million into its U.S. holding company Storytellers USA, Inc., which oversees the SHOGUN Group’s restaurant operations, raising the subsidiary’s capital to USD 10 million and designating it as ...
Monogatari Reports Sustained Double-Digit Sales Growth on Restaurant Expansion
May 14, 2026
Monogatari Corporation reported strong year-on-year sales and customer growth across its domestic restaurant network through fiscal 2025 and into early 2026, driven by steady expansion in store count and robust performance at directly managed outl...
Monogatari lifts profits and dividend on strong nine-month results
May 8, 2026
The Monogatari Corporation reported strong nine-month results to March 31, 2026, with net sales rising 21.0% to ¥112.1 billion and operating profit climbing 31.4% to ¥9.1 billion, reflecting robust demand and improved profitability. Prof...
Monogatari Posts Double-Digit Sales Growth as Store Network Nears 800 Outlets
Apr 9, 2026
Monogatari Corporation reported strong year-on-year growth in domestic sales and customer traffic across all restaurant formats for the first nine months of its fiscal year through March 2026. Overall net sales for all restaurants, including new 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.