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

JP:7630

Ichibanya Co., Ltd.

(TSE/TYO:7630)

Select Model
Rating:67Neutral
Price Target:JPY 1,147.00â–²(8.51% Upside)
Action:downgraded
Date:08/05/26

The overall score of 67 reflects a mixed outlook. Strengths include a solid financial foundation with strong balance sheet and cash flows, as well as a generally positive technical trend. However, high valuation multiples and recent margin compression temper the upside potential. Investors should monitor the company's ability to improve profitability while considering the current premium pricing.

Positive Factors
Steady Revenue GrowthSteady revenue expansion indicates sustained demand for the company’s restaurant offering and continued business recovery. The stronger growth in 2024–2025 provides a durable base for operating scale, reinvestment, and further development of the CoCo Ichibanya brand.
Negative Factors
Declining Net IncomeFalling net income while revenue continues to rise indicates that recent growth has not translated fully into earnings. If this pattern persists, it could weaken profitability, reduce the returns generated from expansion, and limit the company’s ability to compound earnings.

Ichibanya Co., Ltd. (7630) vs. iShares MSCI Japan ETF (EWJ)

-10%-5%0%5%10%15%20%25%30%JP:7630+18.96%EWJ+15.87%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
JPY 168.73B
Dividend Yield
1.51%
Average Volume (3M)
608.76K
Price to Earnings (P/E)
74.2
Beta (1Y)
0.19
Revenue Growth
8.36%
EPS Growth
-24.27%
Country
Japan
Employees
1,298
Sector
General
Sector Strength
55
Industry
Restaurants

Ichibanya Co., Ltd. Business Overview & Revenue Model

Company Description

Ichibanya Co., Ltd. specializes in operating and franchising curry restaurants, primarily under the brand names CURRY HOUSE CoCo ICHIBANYA and Pasta de CoCo. As of February 28, 2022, its global presence encompassed 1,461 locations, including 132 comp...

Ichibanya Co., Ltd. Financial Statement Overview

Summary

The company exhibits a strong balance sheet with minimal debt (score 88) and robust cash flows (78), but income statement reflects margin compression (62), resulting in a blended score of 76. The financial foundation is sturdy, providing flexibility for future growth.

Income Statement

62Positive

Balance Sheet

88Very Positive

Cash Flow

78Positive
Financial statement breakdown
BreakdownTTMFeb 2026Feb 2025Feb 2024Feb 2023Feb 2022
Income Statement
Total Revenue66.74B65.52B61.01B55.14B48.29B45.02B
Gross Profit32.86B30.68B28.96B25.43B21.59B19.84B
EBITDA5.60B6.32B6.75B6.14B5.57B6.05B
Net Income2.37B2.56B3.17B2.69B2.54B2.92B
Balance Sheet
Total Assets47.00B48.17B46.59B44.27B42.58B42.61B
Cash, Cash Equivalents and Short-Term Investments11.14B13.28B15.48B15.90B17.69B17.59B
Total Debt1.29B1.80B1.51B386.08M743.52M984.44M
Total Liabilities14.59B15.28B13.99B12.89B11.63B12.00B
Stockholders Equity31.78B32.29B32.05B30.92B30.57B30.29B
Cash Flow
Free Cash Flow02.36B2.88B4.60B2.71B4.32B
Operating Cash Flow05.59B5.32B6.09B3.96B5.24B
Investing Cash Flow0-4.93B-3.05B-4.99B-932.34M-466.40M
Financing Cash Flow0-2.93B-2.91B-3.22B-2.97B-3.08B

Ichibanya Co., Ltd. Technical Analysis

Technical Analysis SentimentPositive
Last Price1057.00

Price Trends

50DMA1050.12Positive
100DMA971.50Positive
200DMA929.37Positive

Market Momentum

MACD0.85Positive
RSI50.16Neutral
STOCH39.13Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7630, the sentiment is Positive. The current price of 1057.00 is above the 20-day moving average (MA) of 1055.20, above the 50-day MA of 1050.12, and above the 200-day MA of 929.37, indicating a bullish trend. The MACD of 0.85 indicates Positive momentum. The RSI at 50.16 is Neutral, neither overbought nor oversold. The STOCH value of 39.13 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:7630.

Ichibanya Co., Ltd. Peers Comparison

Overall Rating

UnderperformOutperform
Sector (55)

Financial Indicators

JP:7630 against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
JP:7550JP:755074OutperformJPY 1.98T39.0516.56%0.64%11.88%45.16%
JP:9936JP:993668NeutralJPY 176.83B24.33―1.91%-0.10%-24.16%
JP:7630JP:763067NeutralJPY 168.71B74.23―1.51%8.36%-24.27%
JP:9861JP:986164NeutralJPY 291.39B49.95―0.51%9.53%37.85%
JP:9887JP:988758NeutralJPY 115.29B27.75―0.45%17.68%41.66%
Sector *55Neutral$6.65B3.83-15.92%6.20%10.91%7.18%
JP:3197JP:319754NeutralJPY 826.29B43.3710.08%0.66%11.29%22.50%

* General Sector Average

Performance Comparison

-20%0%20%40%JP:7630JP:3197JP:7550JP:9861JP:9887JP:9936Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
JP:7630 and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
JP:7630Ichibanya Co., Ltd.1057.00172.3919.49%
JP:3197Skylark Holdings Co 3632.00865.1031.27%
JP:7550Zensho Holdings Co 12560.003031.3931.81%
JP:9861Yoshinoya Holdings Co., Ltd.4506.001483.4549.08%
JP:9887Matsuya Foods Holdings Co., Ltd.5600.00-222.72-3.82%
JP:9936Ohsho Food Service Corp.2930.00-378.18-11.43%

Ichibanya Co., Ltd. Corporate Events

Ichibanya Posts Higher Sales but Lower Profits, Keeps Dividend and Outlook Intact

Oct 5, 2026

Ichibanya reported that net sales for the six months ended August 31, 2026 rose 10.0% year on year to ¥35,227 million, but operating profit fell 17.2% to ¥2,091 million and profit attributable to owners of parent dropped 20.9% to ¥1,09...

Ichibanya Denies Report of Confirmed Stake Sale, Confirms Strategic Review Including Going Private

Aug 31, 2026

Ichibanya Co., Ltd., operator of the CoCo Ichibanya curry restaurant chain and a listed entity on Japan’s TSE Prime and NSE Premier markets, focuses on mass-market casual dining with standardized curry offerings. The company’s franchise-d...

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.

Date of analysis: Aug 04, 2026