KISOJI CO., LTD. (8160) AI Stock Analysis

KISOJI CO., LTD.

(TSE/TYO:8160)

Select Model

Rating:58Neutral

Price Target:JPY 2,481.00▲(0.40% Upside)

Action:reiterated

Date:08/18/26

The score is primarily supported by improved financial health (revenue recovery, return to profitability, and substantially lower leverage). This is tempered by inconsistent cash flow/margin stability, a mixed technical setup with weak near-term momentum, and a high P/E with only a modest dividend yield.

Positive Factors

Revenue RecoveryThe sustained revenue recovery indicates improved customer demand and operating traction across the restaurant portfolio. Maintaining this higher sales base can support fixed-cost absorption and provide a durable foundation for future earnings, provided margins remain controlled.

Negative Factors

Margin CompressionThe sharp margin decline shows that higher revenue has not translated consistently into earnings. Persistent cost pressure, menu economics or operating inefficiency could limit the durability of the recovery and reduce the benefit of future sales growth.

KISOJI CO., LTD. (8160) vs. iShares MSCI Japan ETF (EWJ)

Market Cap: JPY 69.58B
Dividend Yield: 1.21%
Average Volume (3M): 120.57K
Price to Earnings (P/E): 42.2
Beta (1Y): 0.17
Revenue Growth: 2.02%
EPS Growth: -54.21%
Country: Japan
Employees: 1,364
Sector: General
Sector Strength: 55
Industry: Restaurants

KISOJI CO., LTD. Business Overview & Revenue Model

Company Description

Headquartered in Nagoya, Japan, Kisoji Co., Ltd. operates a broad chain of restaurants throughout the nation. Founded in 1950, the corporation underwent a name change in February 1974, transitioning from its initial designation, Matsuba Co., Ltd., to...

How the Company Makes Money

KISOJI primarily makes money by selling food and beverages through its company-operated restaurant locations. Its core revenue stream is in-store dining sales generated from set-course meals and à la carte orders under its restaurant brands (notably...

KISOJI CO., LTD. Financial Statement Overview

Summary

Revenue and profitability have recovered strongly since 2021, and leverage has improved materially as debt-to-equity declined and total debt fell. Offsetting this strength, profitability and cash flow remain uneven: net margin compressed in 2026 versus 2025 and free cash flow has been choppy (including negative years), indicating execution risk in sustaining stable margins and cash generation.

Income Statement

68Positive

Balance Sheet

74Positive

Cash Flow

63Positive

Financial statement breakdown
Breakdown	TTM	Mar 2026	Mar 2025	Mar 2024	Mar 2023	Mar 2022
Income Statement
Total Revenue	54.57B	54.57B	53.23B	52.98B	45.93B	36.78B
Gross Profit	37.34B	37.34B	36.29B	36.10B	30.95B	23.95B
EBITDA	4.69B	4.41B	4.07B	2.33B	642.00M	2.57B
Net Income	1.73B	1.73B	3.17B	436.00M	-1.08B	650.00M
Balance Sheet
Total Assets	48.50B	48.50B	46.78B	46.22B	48.52B	47.96B
Cash, Cash Equivalents and Short-Term Investments	15.37B	15.37B	13.39B	14.59B	17.22B	17.62B
Total Debt	7.42B	7.42B	7.81B	8.17B	12.20B	12.79B
Total Liabilities	16.91B	16.91B	16.44B	18.55B	21.18B	21.36B
Stockholders Equity	31.59B	31.59B	30.34B	27.66B	27.33B	26.60B
Cash Flow
Free Cash Flow	0	3.47B	-410.00M	1.65B	-922.00M	2.03B
Operating Cash Flow	0	5.43B	1.43B	4.24B	2.04B	3.66B
Investing Cash Flow	0	-1.81B	-1.56B	-2.46B	-3.32B	-1.64B
Financing Cash Flow	0	-1.74B	-1.08B	-4.41B	887.00M	-400.00M

KISOJI CO., LTD. Technical Analysis

Technical Analysis SentimentPositive

Last Price2471.00

Price Trends

50DMA2412.46Positive

100DMA2381.78Positive

200DMA2415.03Positive

Market Momentum

MACD21.09Negative

RSI57.58Neutral

STOCH26.69Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:8160, the sentiment is Positive. The current price of 2471.00 is above the 20-day moving average (MA) of 2400.10, above the 50-day MA of 2412.46, and above the 200-day MA of 2415.03, indicating a bullish trend. The MACD of 21.09 indicates Negative momentum. The RSI at 57.58 is Neutral, neither overbought nor oversold. The STOCH value of 26.69 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:8160.

KISOJI CO., LTD. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (55)

Financial Indicators

JP:8160 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:9701	83Outperform	JPY 15.87B	14.47	―	0.95%	5.94%	21.38%
JP:7522	78Outperform	JPY 34.70B	6.56	―	1.17%	6.60%	124.61%
JP:2705	71Outperform	JPY 74.37B	57.26	―	0.20%	18.05%	9.09%
JP:8179	70Outperform	JPY 138.01B	23.70	10.80%	1.24%	6.72%	18.77%
JP:8160	58Neutral	JPY 69.59B	42.22	―	1.21%	2.02%	-54.21%
Sector *	55Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%
JP:2764	43Neutral	JPY 11.14B	58.89	―	―	2.36%	-88.47%

* General Sector Average

Performance Comparison

JP:8160 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
JP:8160	KISOJI CO., LTD.	2471.00	137.81	5.91%
JP:8179	Royal Holdings Co	1414.00	148.09	11.70%
JP:2705	OOTOYA Holdings Co., Ltd.	10250.00	4618.29	82.01%
JP:2764	Hiramatsu Inc.	159.00	49.00	44.55%
JP:7522	Watami Co., Ltd.	855.00	-40.69	-4.54%
JP:9701	Tokyo Kaikan Co., Ltd.	4750.00	833.73	21.29%

KISOJI CO., LTD. Corporate Events

Kisoji Posts Quarterly Loss but Affirms Dividend and Expects Full-Year Profit Rebound

Aug 12, 2026

Kisoji Co., Ltd. reported consolidated net sales of ¥11,946 million for the three months ended June 30, 2026, a slight year-on-year decline of 0.4%, and posted an operating loss of ¥238 million and a net loss attributable to owners of the p...

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 18, 2026

KISOJI CO., LTD. AI Stock Analysis