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Ginza Renoir Co., Ltd (JP:9853)
:9853
Japanese Market
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Ginza Renoir Co., Ltd (9853) AI Stock Analysis

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JP:9853

Ginza Renoir Co., Ltd

(9853)

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Neutral 58 (OpenAI - 5.2)
Rating:58Neutral
Price Target:
¥943.00
▲(1.18% Upside)
Action:Reiterated
Date:08/17/26
The score is primarily supported by improving fundamentals (return to profitability, better leverage, and stronger free cash flow), but capped by the need to prove consistency after several loss years and by a high P/E multiple relative to the current earnings base. Technical indicators are broadly neutral and do not materially strengthen the near-term outlook.
Positive Factors
Revenue and Profitability Recovery
Revenue growth and the return to operating and net profitability indicate that demand and store economics have improved. However, the modest 1.9% net margin means the recovery still needs to persist before earnings power is firmly established.
Negative Factors
Unproven Profitability Durability
The company incurred losses in 2023–2025 before earning ¥160.0M in 2026, while net margin was only about 1.9%. This history makes the recovery less proven and leaves profits vulnerable if operating performance weakens.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue and Profitability Recovery
Revenue growth and the return to operating and net profitability indicate that demand and store economics have improved. However, the modest 1.9% net margin means the recovery still needs to persist before earnings power is firmly established.
Read all positive factors

Ginza Renoir Co., Ltd (9853) vs. iShares MSCI Japan ETF (EWJ)

Ginza Renoir Co., Ltd Business Overview & Revenue Model

Company Description
Headquartered in Tokyo, Japan, Ginza Renoir Co., Ltd. was established in 1964 and primarily focuses on the coffee shop sector within Japan. Its activities extend to the production, processing, and distribution of food items, as well as the oversig...
How the Company Makes Money
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Ginza Renoir Co., Ltd Financial Statement Overview

Summary
Financials reflect a meaningful turnaround: revenue reached 8.35B in 2026 (+5.3% YoY) and net income returned to positive (160.0M). Leverage improved with debt down to 1.53B and debt/equity ~0.48x, while cash flow strengthened (OCF 539.3M; FCF 377.2M). The key constraint is durability—multiple loss years (2023–2025), thin net margins (~1.9% in 2026), and historically choppy cash generation.
Income Statement
60
Neutral
Balance Sheet
66
Positive
Cash Flow
63
Positive
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue8.38B8.35B7.80B7.35B6.12B4.56B
Gross Profit6.76B6.75B6.30B5.94B5.13B3.94B
EBITDA525.25M407.17M218.34M155.55M-78.14M598.42M
Net Income147.78M159.98M-76.45M-59.14M-293.53M347.41M
Balance Sheet
Total Assets5.63B5.69B5.89B6.26B6.43B6.87B
Cash, Cash Equivalents and Short-Term Investments1.82B1.86B1.96B2.29B2.59B3.12B
Total Debt1.47B1.53B1.94B2.22B2.36B2.49B
Total Liabilities2.34B2.44B2.79B3.06B3.15B3.27B
Stockholders Equity3.24B3.20B3.06B3.16B3.24B3.55B
Cash Flow
Free Cash Flow0.00377.25M54.73M-93.35M-344.05M81.28M
Operating Cash Flow0.00539.34M295.80M316.22M-34.37M410.11M
Investing Cash Flow0.00-207.93M-320.41M-454.06M-357.19M586.52M
Financing Cash Flow0.00-432.51M-300.63M-162.88M-141.17M381.38M

Ginza Renoir Co., Ltd Technical Analysis

Technical Analysis Sentiment
Positive
Last Price932.00
Price Trends
50DMA
907.00
Positive
100DMA
907.55
Positive
200DMA
923.25
Negative
Market Momentum
MACD
0.71
Negative
RSI
56.82
Neutral
STOCH
59.72
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9853, the sentiment is Positive. The current price of 932 is above the 20-day moving average (MA) of 908.25, above the 50-day MA of 907.00, and above the 200-day MA of 923.25, indicating a neutral trend. The MACD of 0.71 indicates Negative momentum. The RSI at 56.82 is Neutral, neither overbought nor oversold. The STOCH value of 59.72 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:9853.

Ginza Renoir Co., Ltd Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
76
Outperform
¥150.56B18.251.75%7.36%24.66%
72
Outperform
¥136.80B19.951.88%18.68%13.05%
69
Neutral
¥121.02B31.040.70%6.32%10.13%
67
Neutral
¥345.53B28.379.75%0.55%16.06%12.26%
60
Neutral
¥55.56B21.392.01%16.57%32.06%
58
Neutral
¥5.56B37.660.32%5.77%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:9853
Ginza Renoir Co., Ltd
911.00
-21.08
-2.26%
JP:7581
Saizeriya Co
7,020.00
1,835.26
35.40%
JP:3087
Doutor Nichires Holdings Co., Ltd.
3,425.00
864.87
33.78%
JP:3395
Saint Marc Holdings Co., Ltd.
2,500.00
-162.58
-6.11%
JP:3543
KOMEDA Holdings Co., Ltd.
2,931.00
-51.49
-1.73%
JP:8153
MOS FOOD SERVICES, INC.
3,930.00
13.04
0.33%
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 17, 2026