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

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Ichibanya Co., Ltd.

(TSE/TYO:7630)

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Rating:70.25Outperform

Price Target:JPY 1,166.00▲(11.69% Upside)

Action:reiterated

Date:11/05/26

The score is primarily supported by strong financial performance (steady growth, healthy profitability, and low leverage). Technicals are constructive but not strongly bullish, with mostly neutral momentum readings. The main constraint is valuation, as the very high P/E outweighs the modest dividend yield.

Positive Factors

Steady Revenue ExpansionRevenue growth through 2026 indicates sustained demand for the company’s restaurant offering and continued business expansion. The strong step-up in 2024–2025 provides a durable foundation for operating scale, reinvestment, and future earnings development over the coming quarters.

Negative Factors

Recent Earnings DeclineThe decline in net income despite continued revenue growth signals weaker earnings conversion and possible pressure from higher costs or reduced operating leverage. If this pattern persists, it could limit profit compounding and reduce the benefit of the company’s otherwise solid sales expansion.

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

Market Cap: JPY 166.65B
Dividend Yield: 1.53%
Average Volume (3M): 602.91K
Price to Earnings (P/E): 73.0
Beta (1Y): 0.20
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

Strong overall fundamentals driven by steady revenue growth, durable profitability, and a conservatively levered balance sheet (very low debt vs. equity). Offsetting factors include recent earnings softness (net income down in 2026 vs. 2025) and uneven free cash flow conversion/volatility.

Income Statement

78Positive

Balance Sheet

90Very Positive

Cash Flow

72Positive

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 SentimentNeutral

Last Price1044.00

Price Trends

50DMA1067.22Negative

100DMA984.53Positive

200DMA934.83Positive

Market Momentum

MACD-1.03Positive

RSI46.32Neutral

STOCH29.17Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7630, the sentiment is Neutral. The current price of 1044.00 is below the 20-day moving average (MA) of 1055.30, below the 50-day MA of 1067.22, and above the 200-day MA of 934.83, indicating a neutral trend. The MACD of -1.03 indicates Positive momentum. The RSI at 46.32 is Neutral, neither overbought nor oversold. The STOCH value of 29.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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:3197	74Outperform	JPY 849.95B	43.65	10.08%	0.65%	11.29%	22.50%
JP:7630	70Outperform	JPY 167.44B	72.96	―	1.53%	8.36%	-24.27%
JP:7550	70Outperform	JPY 2.03T	38.72	16.56%	0.63%	11.88%	45.16%
JP:9861	69Neutral	JPY 304.58B	51.53	―	0.49%	9.53%	37.85%
JP:9887	66Neutral	JPY 119.41B	28.44	―	0.43%	17.68%	41.66%
JP:9936	63Neutral	JPY 177.01B	26.19	―	1.93%	-0.10%	-24.16%
Sector *	55Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%

* 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.	1044.00	144.64	16.08%
JP:3197	Skylark Holdings Co	3673.00	562.71	18.09%
JP:7550	Zensho Holdings Co	12705.00	3593.05	39.43%
JP:9861	Yoshinoya Holdings Co., Ltd.	4691.00	1704.22	57.06%
JP:9887	Matsuya Foods Holdings Co., Ltd.	5760.00	-212.02	-3.55%
JP:9936	Ohsho Food Service Corp.	2905.00	-177.40	-5.76%

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 ¥1,095 million. Desp...

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-driven model...

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: Nov 05, 2026

Ichibanya Co., Ltd. AI Stock Analysis