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

Ichibanya Co., Ltd.

(TSE/TYO:7630)

Select Model

Rating:75Outperform

Price Target:JPY 1,189.00▲(12.28% Upside)

Action:reiterated

Date:08/04/26

The stock's solid overall score is driven primarily by its fortress balance sheet, reliable cash generation capabilities, and bullish technical momentum. However, a significantly stretched valuation multiple and recent margin compression act as notable limiting factors.

Positive Factors

Steady Revenue GrowthSteady revenue expansion indicates sustained demand for Ichibanya’s restaurant offering and provides a durable base for future growth. Continued top-line progress can support reinvestment in stores, menu development, and overseas expansion while strengthening the brand’s competitive position.

Negative Factors

Declining Net IncomeThe decline in net income despite continued revenue growth signals that recent sales gains are not converting into earnings as effectively as before. If this pattern persists, it could limit profit growth, reduce operating leverage, and weaken the financial benefit of further expansion.

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

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

Anchored by a highly resilient balance sheet with negligible debt and consistent operating cash flows, though recent margin compression slightly impacts bottom-line growth.

Income Statement

72Positive

Balance Sheet

88Very Positive

Cash Flow

80Positive

Financial statement breakdown
Breakdown	TTM	Feb 2026	Feb 2025	Feb 2024	Feb 2023	Feb 2022
Income Statement
Total Revenue	66.74B	65.52B	61.01B	55.14B	48.29B	45.02B
Gross Profit	32.86B	30.68B	28.96B	25.43B	21.59B	19.84B
EBITDA	5.60B	6.32B	6.75B	6.14B	5.57B	6.05B
Net Income	2.37B	2.56B	3.17B	2.69B	2.54B	2.92B
Balance Sheet
Total Assets	47.00B	48.17B	46.59B	44.27B	42.58B	42.61B
Cash, Cash Equivalents and Short-Term Investments	11.14B	13.28B	15.48B	15.90B	17.69B	17.59B
Total Debt	1.29B	1.80B	1.51B	386.08M	743.52M	984.44M
Total Liabilities	14.59B	15.28B	13.99B	12.89B	11.63B	12.00B
Stockholders Equity	31.78B	32.29B	32.05B	30.92B	30.57B	30.29B
Cash Flow
Free Cash Flow	0	2.36B	2.88B	4.60B	2.71B	4.32B
Operating Cash Flow	0	5.59B	5.32B	6.09B	3.96B	5.24B
Investing Cash Flow	0	-4.93B	-3.05B	-4.99B	-932.34M	-466.40M
Financing Cash Flow	0	-2.93B	-2.91B	-3.22B	-2.97B	-3.08B

Ichibanya Co., Ltd. Technical Analysis

Technical Analysis SentimentPositive

Last Price1059.00

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 1059.00 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
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:7630	75Outperform	JPY 168.71B	74.23	―	1.51%	8.36%	-24.27%
JP:7550	74Outperform	JPY 1.98T	39.05	16.56%	0.64%	11.88%	45.16%
JP:3197	63Neutral	JPY 826.29B	43.37	10.08%	0.66%	11.29%	22.50%
JP:9936	63Neutral	JPY 176.83B	24.33	―	1.91%	-0.10%	-24.16%
JP:9887	58Neutral	JPY 115.29B	27.75	―	0.45%	17.68%	41.66%
Sector *	55Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%
JP:9861	51Neutral	JPY 291.39B	49.95	―	0.51%	9.53%	37.85%

* General Sector Average

Performance Comparison

JP:7630 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
JP:7630	Ichibanya Co., Ltd.	1057.00	168.46	18.96%
JP:3197	Skylark Holdings Co	3632.00	832.34	29.73%
JP:7550	Zensho Holdings Co	12560.00	3156.39	33.57%
JP:9861	Yoshinoya Holdings Co., Ltd.	4506.00	1504.31	50.12%
JP:9887	Matsuya Foods Holdings Co., Ltd.	5600.00	-202.81	-3.50%
JP:9936	Ohsho Food Service Corp.	2930.00	-93.50	-3.09%

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

Ichibanya Co., Ltd. AI Stock Analysis