SaizeriyaLtd（7581）株式概要株式会社サイゼリヤは日本、オーストラリア、インドネシア、アジアでレストランを展開している。 詳細7581 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長3/6過去の実績4/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より42.4%で取引されている 収益は年間13.02%増加すると予測されています 過去1年間で収益は18.2%増加しました アナリストらは、株価が31.5%上昇するだろうとほぼ一致している。 リスク分析リスクチェックの結果、7581 、リスクは検出されなかった。すべてのリスクチェックを見る7581 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥5.17k6.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-6b410b2016201920222025202620282031Revenue JP¥410.4bEarnings JP¥17.9bAdvancedSet Fair ValueView all narrativesSaizeriya Co.,Ltd. 競合他社TORIDOLL HoldingsSymbol: TSE:3397Market cap: JP¥334.1bMonogatariSymbol: TSE:3097Market cap: JP¥186.1bcreate restaurants holdingsSymbol: TSE:3387Market cap: JP¥301.5bYoshinoya HoldingsSymbol: TSE:9861Market cap: JP¥208.3b価格と性能株価の高値、安値、推移の概要SaizeriyaLtd過去の株価現在の株価JP¥5,190.0052週高値JP¥7,220.0052週安値JP¥4,685.00ベータ-0.0841ヶ月の変化-0.38%3ヶ月変化-25.11%1年変化7.68%3年間の変化52.20%5年間の変化118.99%IPOからの変化641.16%最新ニュースValuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥5,420, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,487 per share.分析記事 • Apr 12Results: Saizeriya Co.,Ltd. Exceeded Expectations And The Consensus Has Updated Its EstimatesSaizeriya Co.,Ltd. ( TSE:7581 ) defied analyst predictions to release its half-yearly results, which were ahead of...Declared Dividend • Apr 10Dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 28th August 2026 Payment date: 27th November 2026 Dividend yield will be 0.5%, which is about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 15%.お知らせ • Apr 02Saizeriya Co.,Ltd. to Report Q2, 2026 Results on Apr 08, 2026Saizeriya Co.,Ltd. announced that they will report Q2, 2026 results on Apr 08, 2026分析記事 • Jan 16Saizeriya Co.,Ltd. Just Recorded A 9.7% EPS Beat: Here's What Analysts Are Forecasting NextSaizeriya Co.,Ltd. ( TSE:7581 ) investors will be delighted, with the company turning in some strong numbers with its...Reported Earnings • Jan 15First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥62.94 (up from JP¥47.54 in 1Q 2025). Revenue: JP¥70.3b (up 16% from 1Q 2025). Net income: JP¥3.09b (up 32% from 1Q 2025). Profit margin: 4.4% (up from 3.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥5,420, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,487 per share.分析記事 • Apr 12Results: Saizeriya Co.,Ltd. Exceeded Expectations And The Consensus Has Updated Its EstimatesSaizeriya Co.,Ltd. ( TSE:7581 ) defied analyst predictions to release its half-yearly results, which were ahead of...Declared Dividend • Apr 10Dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 28th August 2026 Payment date: 27th November 2026 Dividend yield will be 0.5%, which is about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 15%.お知らせ • Apr 02Saizeriya Co.,Ltd. to Report Q2, 2026 Results on Apr 08, 2026Saizeriya Co.,Ltd. announced that they will report Q2, 2026 results on Apr 08, 2026分析記事 • Jan 16Saizeriya Co.,Ltd. Just Recorded A 9.7% EPS Beat: Here's What Analysts Are Forecasting NextSaizeriya Co.,Ltd. ( TSE:7581 ) investors will be delighted, with the company turning in some strong numbers with its...Reported Earnings • Jan 15First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥62.94 (up from JP¥47.54 in 1Q 2025). Revenue: JP¥70.3b (up 16% from 1Q 2025). Net income: JP¥3.09b (up 32% from 1Q 2025). Profit margin: 4.4% (up from 3.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 15Saizeriya Co.,Ltd. (TSE:7581) announces an Equity Buyback for 200,000 shares, representing 0.41% for ¥1,000 million.Saizeriya Co.,Ltd. (TSE:7581) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.41% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to implement a flexible capital policy in response to changes in the business environment. The program will run until February 12, 2026. As of December 31, 2025, the company had 49,109,091 shares outstanding (excluding treasury shares) and 3,163,251 shares in treasury.分析記事 • Dec 11SaizeriyaLtd (TSE:7581) Might Have The Makings Of A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Price Target Changed • Nov 19Price target increased by 7.5% to JP¥6,510Up from JP¥6,056, the current price target is an average from 10 analysts. New target price is 26% above last closing price of JP¥5,180. Stock is down 1.5% over the past year. The company is forecast to post earnings per share of JP¥254 for next year compared to JP¥227 last year.お知らせ • Nov 04Saizeriya Co.,Ltd. to Report Q1, 2026 Results on Jan 14, 2026Saizeriya Co.,Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026分析記事 • Oct 17Earnings Beat: Saizeriya Co.,Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a pretty great week for Saizeriya Co.,Ltd. ( TSE:7581 ) shareholders, with its shares surging 14% to JP¥5,500...New Risk • Oct 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Oct 16Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥227 (up from JP¥166 in FY 2024). Revenue: JP¥256.7b (up 14% from FY 2024). Net income: JP¥11.2b (up 37% from FY 2024). Profit margin: 4.3% (up from 3.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.6%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 15Saizeriya Co.,Ltd., Annual General Meeting, Nov 26, 2025Saizeriya Co.,Ltd., Annual General Meeting, Nov 26, 2025.分析記事 • Sep 04We Think SaizeriyaLtd (TSE:7581) Can Manage Its Debt With EaseSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Upcoming Dividend • Aug 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (0.7%).お知らせ • Aug 01Saizeriya Co.,Ltd. to Report Fiscal Year 2025 Results on Oct 15, 2025Saizeriya Co.,Ltd. announced that they will report fiscal year 2025 results on Oct 15, 2025分析記事 • Jul 28SaizeriyaLtd (TSE:7581) Might Have The Makings Of A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...分析記事 • Jul 11Results: Saizeriya Co.,Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsInvestors in Saizeriya Co.,Ltd. ( TSE:7581 ) had a good week, as its shares rose 4.0% to close at JP¥5,240 following...Reported Earnings • Jul 11Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥63.51 (up from JP¥53.50 in 3Q 2024). Revenue: JP¥66.8b (up 14% from 3Q 2024). Net income: JP¥3.12b (up 19% from 3Q 2024). Profit margin: 4.7% (up from 4.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 09Saizeriya Co.,Ltd. Revises Dividend Forecast for Fiscal Year Ending August 31, 2025Saizeriya Co.,Ltd. revised dividend forecast for fiscal year ending August 31, 2025. For the year, the company expected dividend of JPY 30.00 per share as compared to JPY 25.00 per share a year ago.お知らせ • Jun 27Aizeriya Co., Ltd. Announces Personnel ChangesAIZERIYA CO., LTD. announced following personnel changes. Effective July 1, 2025, Noboru Nagaoka will assume as Director, Executive Officer, and Manager of Overseas Business Headquarters & (China) SAIZERIYA Restaurant Managing Director from his previous position of Director, Executive Officer Manager of Overseas Business Headquarters. Effective April 1, 2025, Hiroshige Masuda will assume the role of Viet Nam SAIZERIYA Managing Director, transitioning from his previous position as Overseas Business Strategy Department Manager. Effective July 14, 2025, Tetsuya Aoyama will become the General Manager of Fukushima Center, and Yoshinori Anzai will take on the role of Production Logistics Department Manager, moving from his previous position as General Manager of Fukushima Center.お知らせ • Apr 26Saizeriya Co.,Ltd. to Report Q3, 2025 Results on Jul 09, 2025Saizeriya Co.,Ltd. announced that they will report Q3, 2025 results on Jul 09, 2025分析記事 • Apr 25Return Trends At SaizeriyaLtd (TSE:7581) Aren't AppealingThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Buy Or Sell Opportunity • Apr 22Now 21% overvaluedOver the last 90 days, the stock has fallen 9.0% to JP¥4,370. The fair value is estimated to be JP¥3,618, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.分析記事 • Apr 11Saizeriya Co.,Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextA week ago, Saizeriya Co.,Ltd. ( TSE:7581 ) came out with a strong set of interim numbers that could potentially lead...お知らせ • Apr 11Saizeriya Co.,Ltd. Revises Consolidated Earnings Forecasts for the Fiscal Year Ending August 31,2025Saizeriya Co.,Ltd. revised consolidated earnings forecasts for the fiscal year ending August 31,2025. For the period, the company now expects consolidated net sales of JPY 258,700 million, operating income of JPY 15,500 million, net profit attributable to owners of parent JPY 10,300 million and net income per share of JPY 210.15 as compared to previous forecasts of net sales of JPY 253,600 million, operating income of JPY 16,600 million, net profit attributable to owners of parent JPY 10,300 million and net income per share of JPY 210.15.Declared Dividend • Apr 11Dividend of JP¥25.00 announcedDividend of JP¥25.00 is the same as last year. Ex-date: 28th August 2025 Payment date: 1st December 2025 Dividend yield will be 0.6%, which is about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 12%.お知らせ • Apr 10Saizeriya Co.,Ltd. Revises Non Consolidated Earnings Forecasts for the Fiscal Year Ending August 31,2025Saizeriya Co.,Ltd. revised non - consolidated earnings forecasts for the fiscal year ending August 31,2025 . For the period, the company now expects non -consolidated net sales of JPY 168,500 million, net income of JPY 5,200 million and net income per share of JPY 106.10 as compared to the net sales of JPY 160,000 million, net income of 5,500 million and net income per share of JPY 112.22 in the previous forecasts.Reported Earnings • Apr 10Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥41.01 (up from JP¥3.00 loss in 2Q 2024). Revenue: JP¥60.3b (up 16% from 2Q 2024). Net income: JP¥2.01b (up JP¥2.16b from 2Q 2024). Profit margin: 3.3% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.分析記事 • Apr 01Saizeriya Co.,Ltd. (TSE:7581) Not Lagging Market On Growth Or PricingSaizeriya Co.,Ltd.'s ( TSE:7581 ) price-to-earnings (or "P/E") ratio of 25.3x might make it look like a strong sell...分析記事 • Mar 18Saizeriya Co.,Ltd. (TSE:7581) Shares Could Be 20% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, SaizeriyaLtd fair value estimate is JP¥5,679 Current share...Buy Or Sell Opportunity • Feb 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥4,400. The fair value is estimated to be JP¥5,530, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.お知らせ • Feb 04Saizeriya Co.,Ltd. to Report Q2, 2025 Results on Apr 09, 2025Saizeriya Co.,Ltd. announced that they will report Q2, 2025 results on Apr 09, 2025分析記事 • Feb 03Here's Why SaizeriyaLtd (TSE:7581) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Buy Or Sell Opportunity • Jan 23Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥4,690. The fair value is estimated to be JP¥5,994, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.分析記事 • Jan 10Saizeriya Co.,Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextSaizeriya Co.,Ltd. ( TSE:7581 ) investors will be delighted, with the company turning in some strong numbers with its...Reported Earnings • Jan 09First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥54.06 (down from JP¥55.18 in 1Q 2024). Revenue: JP¥61.3b (up 16% from 1Q 2024). Net income: JP¥2.66b (down 1.7% from 1Q 2024). Profit margin: 4.3% (down from 5.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 08Saizeriya Co.,Ltd. (TSE:7581) announces an Equity Buyback for 200,000 shares, representing 0.41% for ¥1,000 million.Saizeriya Co.,Ltd. (TSE:7581) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.41% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to implement a flexible capital policy in response to changes in the business environment. The program will run until February 20, 2025. As of December 31, 2024, the company had 49,177,416 shares outstanding (excluding treasury shares) and 3,094,926 shares in treasury.分析記事 • Jan 07SaizeriyaLtd (TSE:7581) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Board Change • Dec 18Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Marie Eguchi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Dec 18Calculating The Intrinsic Value Of Saizeriya Co.,Ltd. (TSE:7581)Key Insights SaizeriyaLtd's estimated fair value is JP¥6,242 based on 2 Stage Free Cash Flow to Equity Current share...Reported Earnings • Dec 04Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥166 (up from JP¥106 in FY 2023). Revenue: JP¥224.5b (up 23% from FY 2023). Net income: JP¥8.15b (up 58% from FY 2023). Profit margin: 3.6% (up from 2.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.7%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 22% per year.分析記事 • Dec 03Returns On Capital At SaizeriyaLtd (TSE:7581) Have StalledWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...お知らせ • Nov 27Saizeriya Co.,Ltd. to Report Q1, 2025 Results on Jan 08, 2025Saizeriya Co.,Ltd. announced that they will report Q1, 2025 results on Jan 08, 2025分析記事 • Oct 18We Think SaizeriyaLtd's (TSE:7581) Profit Is Only A Baseline For What They Can AchieveEven though Saizeriya Co.,Ltd. ( TSE:7581 ) posted strong earnings, investors appeared to be underwhelmed. Our analysis...Reported Earnings • Oct 15Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥166 (up from JP¥106 in FY 2023). Revenue: JP¥224.5b (up 23% from FY 2023). Net income: JP¥8.15b (up 58% from FY 2023). Profit margin: 3.6% (up from 2.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.7%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 22% per year.お知らせ • Oct 09Saizeriya Co.,Ltd., Annual General Meeting, Nov 28, 2024Saizeriya Co.,Ltd., Annual General Meeting, Nov 28, 2024.Upcoming Dividend • Aug 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (0.8%).分析記事 • Aug 21Returns On Capital At SaizeriyaLtd (TSE:7581) Have StalledFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Aug 03Saizeriya Co.,Ltd. to Report Fiscal Year 2024 Results on Oct 09, 2024Saizeriya Co.,Ltd. announced that they will report fiscal year 2024 results on Oct 09, 2024分析記事 • Jul 12Results: Saizeriya Co.,Ltd. Exceeded Expectations And The Consensus Has Updated Its EstimatesA week ago, Saizeriya Co.,Ltd. ( TSE:7581 ) came out with a strong set of third-quarter numbers that could potentially...Reported Earnings • Jul 12Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: JP¥53.50 (up from JP¥42.31 in 3Q 2023). Revenue: JP¥58.6b (up 22% from 3Q 2023). Net income: JP¥2.62b (up 27% from 3Q 2023). Profit margin: 4.5% (up from 4.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 29% per year.分析記事 • Jul 02Is SaizeriyaLtd (TSE:7581) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Jun 09Here's Why We Think SaizeriyaLtd (TSE:7581) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • May 08Here's What To Make Of SaizeriyaLtd's (TSE:7581) Decelerating Rates Of ReturnThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...New Risk • May 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • May 01Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥5,080. The fair value is estimated to be JP¥6,642, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.お知らせ • Apr 29Saizeriya Co.,Ltd. to Report Q3, 2024 Results on Jul 10, 2024Saizeriya Co.,Ltd. announced that they will report Q3, 2024 results on Jul 10, 2024分析記事 • Apr 19Solid Earnings Reflect SaizeriyaLtd's (TSE:7581) Strength As A BusinessInvestors were underwhelmed by the solid earnings posted by Saizeriya Co.,Ltd. ( TSE:7581 ) recently. We did some...Major Estimate Revision • Apr 19Consensus EPS estimates fall by 17%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from JP¥211.0b to JP¥217.8b. EPS estimate fell from JP¥173 to JP¥144 per share. Net income forecast to grow 27% next year vs 28% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥6,467 to JP¥6,757. Share price fell 7.5% to JP¥5,150 over the past week.Buy Or Sell Opportunity • Apr 16Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.3% to JP¥5,070. The fair value is estimated to be JP¥6,712, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.分析記事 • Apr 12Saizeriya Co.,Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowSaizeriya Co.,Ltd. ( TSE:7581 ) shareholders are probably feeling a little disappointed, since its shares fell 7.2% to...Reported Earnings • Apr 11Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: JP¥3.00 loss per share (improved from JP¥15.03 loss in 2Q 2023). Revenue: JP¥52.0b (up 28% from 2Q 2023). Net loss: JP¥147.0m (loss narrowed 80% from 2Q 2023). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 01A Look At The Intrinsic Value Of Saizeriya Co.,Ltd. (TSE:7581)Key Insights SaizeriyaLtd's estimated fair value is JP¥6,344 based on 2 Stage Free Cash Flow to Equity With JP¥5,390...分析記事 • Mar 18Is SaizeriyaLtd (TSE:7581) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Buy Or Sell Opportunity • Mar 13Now 21% undervaluedOver the last 90 days, the stock has risen 1.2% to JP¥5,080. The fair value is estimated to be JP¥6,391, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.分析記事 • Mar 04Here's Why SaizeriyaLtd (TSE:7581) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Jan 31Saizeriya Co.,Ltd. to Report Q2, 2024 Results on Apr 10, 2024Saizeriya Co.,Ltd. announced that they will report Q2, 2024 results on Apr 10, 2024Reported Earnings • Jan 12First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥55.17 (up from JP¥27.19 in 1Q 2023). Revenue: JP¥52.6b (up 22% from 1Q 2023). Net income: JP¥2.70b (up 103% from 1Q 2023). Profit margin: 5.1% (up from 3.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 50%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 10Saizeriya Co.,Ltd. (TSE:7581) announces an Equity Buyback for 200,000 shares, representing 0.41% for ¥1,000 million.Saizeriya Co.,Ltd. (TSE:7581) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.41% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to implement a flexible capital policy in response to changes in the business environment. The program will run until February 20, 2024. As of December 31, 2023, the company had 49,088,863 shares outstanding (excluding treasury shares) and 3,183,479 shares in treasury.Buying Opportunity • Dec 05Now 23% undervaluedOver the last 90 days, the stock is up 23%. The fair value is estimated to be JP¥7,473, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Buying Opportunity • Nov 02Now 22% undervaluedOver the last 90 days, the stock is up 35%. The fair value is estimated to be JP¥7,808, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.お知らせ • Oct 29Saizeriya Co.,Ltd. to Report Q1, 2024 Results on Jan 10, 2024Saizeriya Co.,Ltd. announced that they will report Q1, 2024 results on Jan 10, 2024Major Estimate Revision • Oct 18Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥194.5b to JP¥207.5b. EPS estimate increased from JP¥144 to JP¥163 per share. Net income forecast to grow 52% next year vs 24% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥4,767 to JP¥5,683. Share price rose 18% to JP¥5,680 over the past week.お知らせ • Oct 13Saizeriya Co.,Ltd., Annual General Meeting, Nov 28, 2023Saizeriya Co.,Ltd., Annual General Meeting, Nov 28, 2023.Price Target Changed • Oct 13Price target increased by 8.4% to JP¥5,167Up from JP¥4,767, the current price target is an average from 6 analysts. New target price is 6.1% below last closing price of JP¥5,500. Stock is up 100% over the past year. The company is forecast to post earnings per share of JP¥148 for next year compared to JP¥106 last year.Reported Earnings • Oct 12Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥106 (down from JP¥116 in FY 2022). Revenue: JP¥183.2b (up 27% from FY 2022). Net income: JP¥5.15b (down 8.9% from FY 2022). Profit margin: 2.8% (down from 3.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 23Upcoming dividend of JP¥18.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (0.5%).お知らせ • Aug 03Saizeriya Co.,Ltd. to Report Fiscal Year 2023 Results on Oct 11, 2023Saizeriya Co.,Ltd. announced that they will report fiscal year 2023 results on Oct 11, 2023Reported Earnings • Jul 16Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥42.31 (up from JP¥31.61 in 3Q 2022). Revenue: JP¥48.2b (up 27% from 3Q 2022). Net income: JP¥2.06b (up 33% from 3Q 2022). Profit margin: 4.3% (up from 4.1% in 3Q 2022). Revenue exceeded analyst estimates by 7.7%. Earnings per share (EPS) also surpassed analyst estimates by 72%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 14Hi-Servueno.Inc entered into a share transfer agreement to acquire the remaining 66.67% stake in CSsT Co., Ltd. from Saizeriya Co.,Ltd. (TSE:7581).Hi-Servueno.Inc entered into a share transfer agreement to acquire the remaining 66.67% stake in CSsT Co., Ltd. from Saizeriya Co.,Ltd. (TSE:7581) on July 12, 2023. The deal is expected to be completed on September 28, 2023.Price Target Changed • Jul 14Price target increased by 17% to JP¥4,183Up from JP¥3,567, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥4,110. Stock is up 51% over the past year. The company is forecast to post earnings per share of JP¥87.89 for next year compared to JP¥116 last year.Board Change • Apr 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent External Director Marie Eguchi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 13Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: JP¥15.03 loss per share (down from JP¥52.73 profit in 2Q 2022). Revenue: JP¥40.7b (up 16% from 2Q 2022). Net loss: JP¥734.0m (down 129% from profit in 2Q 2022). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Board Change • Mar 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent External Director Marie Eguchi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jan 29Saizeriya Co.,Ltd. to Report Q2, 2023 Results on Apr 12, 2023Saizeriya Co.,Ltd. announced that they will report Q2, 2023 results on Apr 12, 2023Reported Earnings • Jan 12First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: JP¥27.19 (down from JP¥50.36 in 1Q 2022). Revenue: JP¥43.1b (up 27% from 1Q 2022). Net income: JP¥1.33b (down 46% from 1Q 2022). Profit margin: 3.1% (down from 7.2% in 1Q 2022). Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 12Saizeriya Co.,Ltd. (TSE:7581) announces an Equity Buyback for 400,000 shares, representing 0.82% for ¥1,000 million.Saizeriya Co.,Ltd. (TSE:7581) announces a share repurchase program. Under the program, the company will repurchase 400,000 shares, representing 0.82% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to implement a flexible capital policy in response to changes in the business environment. The program will run until February 20, 2023. As of December 31, 2022, the company had 48,929,894 shares outstanding (excluding treasury shares) and 3,342,448 shares in treasury.Board Change • Dec 09Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Takashi Arakawa was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Dec 04Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: JP¥144.3b (up 14% from FY 2021). Net income: JP¥5.66b (up 221% from FY 2021). Profit margin: 3.9% (up from 1.4% in FY 2021). Revenue exceeded analyst estimates by 1.8%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan.お知らせ • Nov 30Saizeriya Co.,Ltd. to Report Q1, 2023 Results on Jan 11, 2023Saizeriya Co.,Ltd. announced that they will report Q1, 2023 results on Jan 11, 2023お知らせ • Oct 14Saizeriya Co.,Ltd., Annual General Meeting, Nov 29, 2022Saizeriya Co.,Ltd., Annual General Meeting, Nov 29, 2022.Reported Earnings • Oct 13Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥116 (up from JP¥36.30 in FY 2021). Revenue: JP¥144.3b (up 14% from FY 2021). Net income: JP¥5.66b (up 221% from FY 2021). Profit margin: 3.9% (up from 1.4% in FY 2021). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Oct 13Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥114 to JP¥96.36 per share. Revenue forecast steady at JP¥162.7b. Net income forecast to shrink 25% next year vs 3.2% decline forecast for Hospitality industry in Japan. Consensus price target of JP¥3,050 unchanged from last update. Share price was steady at JP¥2,726 over the past week.Upcoming Dividend • Aug 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).株主還元7581JP HospitalityJP 市場7D0.6%-0.6%-3.1%1Y7.7%-11.0%38.2%株主還元を見る業界別リターン: 7581過去 1 年間で-11 % の収益を上げたJP Hospitality業界を上回りました。リターン対市場: 7581は、過去 1 年間で38.2 % のリターンを上げたJP市場を下回りました。価格変動Is 7581's price volatile compared to industry and market?7581 volatility7581 Average Weekly Movement5.8%Hospitality Industry Average Movement3.7%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 7581 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 7581の 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19734,868Hideharu Matsutaniwww.saizeriya.co.jp株式会社サイゼリヤは、日本、オーストラリア、インドネシア、アジアでレストランを展開している。サイゼリヤのブランド名でイタリアンワインとカフェのレストランを運営している。株式会社サイゼリヤは1973年に設立され、吉川市に本社を置く。もっと見るSaizeriya Co.,Ltd. 基礎のまとめSaizeriyaLtd の収益と売上を時価総額と比較するとどうか。7581 基礎統計学時価総額JP¥256.94b収益（TTM）JP¥12.13b売上高(TTM)JP¥278.00b21.0xPER（株価収益率0.9xP/Sレシオ7581 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計7581 損益計算書（TTM）収益JP¥278.00b売上原価JP¥117.73b売上総利益JP¥160.27bその他の費用JP¥148.14b収益JP¥12.13b直近の収益報告Feb 28, 2026次回決算日Jul 14, 2026一株当たり利益（EPS）246.90グロス・マージン57.65%純利益率4.36%有利子負債／自己資本比率4.7%7581 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.6%現在の配当利回り12%配当性向7581 配当は確実ですか？7581 配当履歴とベンチマークを見る7581 、いつまでに購入すれば配当金を受け取れますか？SaizeriyaLtd 配当日配当落ち日Aug 28 2026配当支払日Nov 27 2026配当落ちまでの日数98 days配当支払日までの日数189 days7581 配当は確実ですか？7581 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 14:07終値2026/05/21 00:00収益2026/02/28年間収益2025/08/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Saizeriya Co.,Ltd. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Ya JiangCitic Securities Co., Ltd.Shuhei ObaCitigroup IncKazunori TsudaDaiwa Securities Co. Ltd.13 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥5,420, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,487 per share.
分析記事 • Apr 12Results: Saizeriya Co.,Ltd. Exceeded Expectations And The Consensus Has Updated Its EstimatesSaizeriya Co.,Ltd. ( TSE:7581 ) defied analyst predictions to release its half-yearly results, which were ahead of...
Declared Dividend • Apr 10Dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 28th August 2026 Payment date: 27th November 2026 Dividend yield will be 0.5%, which is about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 15%.
お知らせ • Apr 02Saizeriya Co.,Ltd. to Report Q2, 2026 Results on Apr 08, 2026Saizeriya Co.,Ltd. announced that they will report Q2, 2026 results on Apr 08, 2026
分析記事 • Jan 16Saizeriya Co.,Ltd. Just Recorded A 9.7% EPS Beat: Here's What Analysts Are Forecasting NextSaizeriya Co.,Ltd. ( TSE:7581 ) investors will be delighted, with the company turning in some strong numbers with its...
Reported Earnings • Jan 15First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥62.94 (up from JP¥47.54 in 1Q 2025). Revenue: JP¥70.3b (up 16% from 1Q 2025). Net income: JP¥3.09b (up 32% from 1Q 2025). Profit margin: 4.4% (up from 3.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to JP¥5,420, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥3,487 per share.
分析記事 • Apr 12Results: Saizeriya Co.,Ltd. Exceeded Expectations And The Consensus Has Updated Its EstimatesSaizeriya Co.,Ltd. ( TSE:7581 ) defied analyst predictions to release its half-yearly results, which were ahead of...
Declared Dividend • Apr 10Dividend of JP¥30.00 announcedDividend of JP¥30.00 is the same as last year. Ex-date: 28th August 2026 Payment date: 27th November 2026 Dividend yield will be 0.5%, which is about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 15%.
お知らせ • Apr 02Saizeriya Co.,Ltd. to Report Q2, 2026 Results on Apr 08, 2026Saizeriya Co.,Ltd. announced that they will report Q2, 2026 results on Apr 08, 2026
分析記事 • Jan 16Saizeriya Co.,Ltd. Just Recorded A 9.7% EPS Beat: Here's What Analysts Are Forecasting NextSaizeriya Co.,Ltd. ( TSE:7581 ) investors will be delighted, with the company turning in some strong numbers with its...
Reported Earnings • Jan 15First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: JP¥62.94 (up from JP¥47.54 in 1Q 2025). Revenue: JP¥70.3b (up 16% from 1Q 2025). Net income: JP¥3.09b (up 32% from 1Q 2025). Profit margin: 4.4% (up from 3.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 15Saizeriya Co.,Ltd. (TSE:7581) announces an Equity Buyback for 200,000 shares, representing 0.41% for ¥1,000 million.Saizeriya Co.,Ltd. (TSE:7581) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.41% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to implement a flexible capital policy in response to changes in the business environment. The program will run until February 12, 2026. As of December 31, 2025, the company had 49,109,091 shares outstanding (excluding treasury shares) and 3,163,251 shares in treasury.
分析記事 • Dec 11SaizeriyaLtd (TSE:7581) Might Have The Makings Of A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Price Target Changed • Nov 19Price target increased by 7.5% to JP¥6,510Up from JP¥6,056, the current price target is an average from 10 analysts. New target price is 26% above last closing price of JP¥5,180. Stock is down 1.5% over the past year. The company is forecast to post earnings per share of JP¥254 for next year compared to JP¥227 last year.
お知らせ • Nov 04Saizeriya Co.,Ltd. to Report Q1, 2026 Results on Jan 14, 2026Saizeriya Co.,Ltd. announced that they will report Q1, 2026 results on Jan 14, 2026
分析記事 • Oct 17Earnings Beat: Saizeriya Co.,Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a pretty great week for Saizeriya Co.,Ltd. ( TSE:7581 ) shareholders, with its shares surging 14% to JP¥5,500...
New Risk • Oct 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Oct 16Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥227 (up from JP¥166 in FY 2024). Revenue: JP¥256.7b (up 14% from FY 2024). Net income: JP¥11.2b (up 37% from FY 2024). Profit margin: 4.3% (up from 3.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.6%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 15Saizeriya Co.,Ltd., Annual General Meeting, Nov 26, 2025Saizeriya Co.,Ltd., Annual General Meeting, Nov 26, 2025.
分析記事 • Sep 04We Think SaizeriyaLtd (TSE:7581) Can Manage Its Debt With EaseSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Upcoming Dividend • Aug 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (0.7%).
お知らせ • Aug 01Saizeriya Co.,Ltd. to Report Fiscal Year 2025 Results on Oct 15, 2025Saizeriya Co.,Ltd. announced that they will report fiscal year 2025 results on Oct 15, 2025
分析記事 • Jul 28SaizeriyaLtd (TSE:7581) Might Have The Makings Of A Multi-BaggerWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
分析記事 • Jul 11Results: Saizeriya Co.,Ltd. Beat Earnings Expectations And Analysts Now Have New ForecastsInvestors in Saizeriya Co.,Ltd. ( TSE:7581 ) had a good week, as its shares rose 4.0% to close at JP¥5,240 following...
Reported Earnings • Jul 11Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥63.51 (up from JP¥53.50 in 3Q 2024). Revenue: JP¥66.8b (up 14% from 3Q 2024). Net income: JP¥3.12b (up 19% from 3Q 2024). Profit margin: 4.7% (up from 4.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 09Saizeriya Co.,Ltd. Revises Dividend Forecast for Fiscal Year Ending August 31, 2025Saizeriya Co.,Ltd. revised dividend forecast for fiscal year ending August 31, 2025. For the year, the company expected dividend of JPY 30.00 per share as compared to JPY 25.00 per share a year ago.
お知らせ • Jun 27Aizeriya Co., Ltd. Announces Personnel ChangesAIZERIYA CO., LTD. announced following personnel changes. Effective July 1, 2025, Noboru Nagaoka will assume as Director, Executive Officer, and Manager of Overseas Business Headquarters & (China) SAIZERIYA Restaurant Managing Director from his previous position of Director, Executive Officer Manager of Overseas Business Headquarters. Effective April 1, 2025, Hiroshige Masuda will assume the role of Viet Nam SAIZERIYA Managing Director, transitioning from his previous position as Overseas Business Strategy Department Manager. Effective July 14, 2025, Tetsuya Aoyama will become the General Manager of Fukushima Center, and Yoshinori Anzai will take on the role of Production Logistics Department Manager, moving from his previous position as General Manager of Fukushima Center.
お知らせ • Apr 26Saizeriya Co.,Ltd. to Report Q3, 2025 Results on Jul 09, 2025Saizeriya Co.,Ltd. announced that they will report Q3, 2025 results on Jul 09, 2025
分析記事 • Apr 25Return Trends At SaizeriyaLtd (TSE:7581) Aren't AppealingThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Buy Or Sell Opportunity • Apr 22Now 21% overvaluedOver the last 90 days, the stock has fallen 9.0% to JP¥4,370. The fair value is estimated to be JP¥3,618, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
分析記事 • Apr 11Saizeriya Co.,Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextA week ago, Saizeriya Co.,Ltd. ( TSE:7581 ) came out with a strong set of interim numbers that could potentially lead...
お知らせ • Apr 11Saizeriya Co.,Ltd. Revises Consolidated Earnings Forecasts for the Fiscal Year Ending August 31,2025Saizeriya Co.,Ltd. revised consolidated earnings forecasts for the fiscal year ending August 31,2025. For the period, the company now expects consolidated net sales of JPY 258,700 million, operating income of JPY 15,500 million, net profit attributable to owners of parent JPY 10,300 million and net income per share of JPY 210.15 as compared to previous forecasts of net sales of JPY 253,600 million, operating income of JPY 16,600 million, net profit attributable to owners of parent JPY 10,300 million and net income per share of JPY 210.15.
Declared Dividend • Apr 11Dividend of JP¥25.00 announcedDividend of JP¥25.00 is the same as last year. Ex-date: 28th August 2025 Payment date: 1st December 2025 Dividend yield will be 0.6%, which is about the same as the industry average. Payout Ratios Payout ratio: 12%. Cash payout ratio: 12%.
お知らせ • Apr 10Saizeriya Co.,Ltd. Revises Non Consolidated Earnings Forecasts for the Fiscal Year Ending August 31,2025Saizeriya Co.,Ltd. revised non - consolidated earnings forecasts for the fiscal year ending August 31,2025 . For the period, the company now expects non -consolidated net sales of JPY 168,500 million, net income of JPY 5,200 million and net income per share of JPY 106.10 as compared to the net sales of JPY 160,000 million, net income of 5,500 million and net income per share of JPY 112.22 in the previous forecasts.
Reported Earnings • Apr 10Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥41.01 (up from JP¥3.00 loss in 2Q 2024). Revenue: JP¥60.3b (up 16% from 2Q 2024). Net income: JP¥2.01b (up JP¥2.16b from 2Q 2024). Profit margin: 3.3% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 4.6%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year.
分析記事 • Apr 01Saizeriya Co.,Ltd. (TSE:7581) Not Lagging Market On Growth Or PricingSaizeriya Co.,Ltd.'s ( TSE:7581 ) price-to-earnings (or "P/E") ratio of 25.3x might make it look like a strong sell...
分析記事 • Mar 18Saizeriya Co.,Ltd. (TSE:7581) Shares Could Be 20% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, SaizeriyaLtd fair value estimate is JP¥5,679 Current share...
Buy Or Sell Opportunity • Feb 22Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to JP¥4,400. The fair value is estimated to be JP¥5,530, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
お知らせ • Feb 04Saizeriya Co.,Ltd. to Report Q2, 2025 Results on Apr 09, 2025Saizeriya Co.,Ltd. announced that they will report Q2, 2025 results on Apr 09, 2025
分析記事 • Feb 03Here's Why SaizeriyaLtd (TSE:7581) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Buy Or Sell Opportunity • Jan 23Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥4,690. The fair value is estimated to be JP¥5,994, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
分析記事 • Jan 10Saizeriya Co.,Ltd. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextSaizeriya Co.,Ltd. ( TSE:7581 ) investors will be delighted, with the company turning in some strong numbers with its...
Reported Earnings • Jan 09First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥54.06 (down from JP¥55.18 in 1Q 2024). Revenue: JP¥61.3b (up 16% from 1Q 2024). Net income: JP¥2.66b (down 1.7% from 1Q 2024). Profit margin: 4.3% (down from 5.1% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 08Saizeriya Co.,Ltd. (TSE:7581) announces an Equity Buyback for 200,000 shares, representing 0.41% for ¥1,000 million.Saizeriya Co.,Ltd. (TSE:7581) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.41% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to implement a flexible capital policy in response to changes in the business environment. The program will run until February 20, 2025. As of December 31, 2024, the company had 49,177,416 shares outstanding (excluding treasury shares) and 3,094,926 shares in treasury.
分析記事 • Jan 07SaizeriyaLtd (TSE:7581) Has A Rock Solid Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Board Change • Dec 18Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Marie Eguchi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Dec 18Calculating The Intrinsic Value Of Saizeriya Co.,Ltd. (TSE:7581)Key Insights SaizeriyaLtd's estimated fair value is JP¥6,242 based on 2 Stage Free Cash Flow to Equity Current share...
Reported Earnings • Dec 04Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥166 (up from JP¥106 in FY 2023). Revenue: JP¥224.5b (up 23% from FY 2023). Net income: JP¥8.15b (up 58% from FY 2023). Profit margin: 3.6% (up from 2.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.7%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 22% per year.
分析記事 • Dec 03Returns On Capital At SaizeriyaLtd (TSE:7581) Have StalledWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
お知らせ • Nov 27Saizeriya Co.,Ltd. to Report Q1, 2025 Results on Jan 08, 2025Saizeriya Co.,Ltd. announced that they will report Q1, 2025 results on Jan 08, 2025
分析記事 • Oct 18We Think SaizeriyaLtd's (TSE:7581) Profit Is Only A Baseline For What They Can AchieveEven though Saizeriya Co.,Ltd. ( TSE:7581 ) posted strong earnings, investors appeared to be underwhelmed. Our analysis...
Reported Earnings • Oct 15Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥166 (up from JP¥106 in FY 2023). Revenue: JP¥224.5b (up 23% from FY 2023). Net income: JP¥8.15b (up 58% from FY 2023). Profit margin: 3.6% (up from 2.8% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.7%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 22% per year.
お知らせ • Oct 09Saizeriya Co.,Ltd., Annual General Meeting, Nov 28, 2024Saizeriya Co.,Ltd., Annual General Meeting, Nov 28, 2024.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 29 November 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (0.8%).
分析記事 • Aug 21Returns On Capital At SaizeriyaLtd (TSE:7581) Have StalledFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Aug 03Saizeriya Co.,Ltd. to Report Fiscal Year 2024 Results on Oct 09, 2024Saizeriya Co.,Ltd. announced that they will report fiscal year 2024 results on Oct 09, 2024
分析記事 • Jul 12Results: Saizeriya Co.,Ltd. Exceeded Expectations And The Consensus Has Updated Its EstimatesA week ago, Saizeriya Co.,Ltd. ( TSE:7581 ) came out with a strong set of third-quarter numbers that could potentially...
Reported Earnings • Jul 12Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: JP¥53.50 (up from JP¥42.31 in 3Q 2023). Revenue: JP¥58.6b (up 22% from 3Q 2023). Net income: JP¥2.62b (up 27% from 3Q 2023). Profit margin: 4.5% (up from 4.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 29% per year.
分析記事 • Jul 02Is SaizeriyaLtd (TSE:7581) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Jun 09Here's Why We Think SaizeriyaLtd (TSE:7581) Might Deserve Your Attention TodayFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • May 08Here's What To Make Of SaizeriyaLtd's (TSE:7581) Decelerating Rates Of ReturnThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
New Risk • May 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • May 01Now 24% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥5,080. The fair value is estimated to be JP¥6,642, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
お知らせ • Apr 29Saizeriya Co.,Ltd. to Report Q3, 2024 Results on Jul 10, 2024Saizeriya Co.,Ltd. announced that they will report Q3, 2024 results on Jul 10, 2024
分析記事 • Apr 19Solid Earnings Reflect SaizeriyaLtd's (TSE:7581) Strength As A BusinessInvestors were underwhelmed by the solid earnings posted by Saizeriya Co.,Ltd. ( TSE:7581 ) recently. We did some...
Major Estimate Revision • Apr 19Consensus EPS estimates fall by 17%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from JP¥211.0b to JP¥217.8b. EPS estimate fell from JP¥173 to JP¥144 per share. Net income forecast to grow 27% next year vs 28% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥6,467 to JP¥6,757. Share price fell 7.5% to JP¥5,150 over the past week.
Buy Or Sell Opportunity • Apr 16Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.3% to JP¥5,070. The fair value is estimated to be JP¥6,712, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
分析記事 • Apr 12Saizeriya Co.,Ltd. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowSaizeriya Co.,Ltd. ( TSE:7581 ) shareholders are probably feeling a little disappointed, since its shares fell 7.2% to...
Reported Earnings • Apr 11Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: JP¥3.00 loss per share (improved from JP¥15.03 loss in 2Q 2023). Revenue: JP¥52.0b (up 28% from 2Q 2023). Net loss: JP¥147.0m (loss narrowed 80% from 2Q 2023). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 01A Look At The Intrinsic Value Of Saizeriya Co.,Ltd. (TSE:7581)Key Insights SaizeriyaLtd's estimated fair value is JP¥6,344 based on 2 Stage Free Cash Flow to Equity With JP¥5,390...
分析記事 • Mar 18Is SaizeriyaLtd (TSE:7581) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Buy Or Sell Opportunity • Mar 13Now 21% undervaluedOver the last 90 days, the stock has risen 1.2% to JP¥5,080. The fair value is estimated to be JP¥6,391, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
分析記事 • Mar 04Here's Why SaizeriyaLtd (TSE:7581) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Jan 31Saizeriya Co.,Ltd. to Report Q2, 2024 Results on Apr 10, 2024Saizeriya Co.,Ltd. announced that they will report Q2, 2024 results on Apr 10, 2024
Reported Earnings • Jan 12First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥55.17 (up from JP¥27.19 in 1Q 2023). Revenue: JP¥52.6b (up 22% from 1Q 2023). Net income: JP¥2.70b (up 103% from 1Q 2023). Profit margin: 5.1% (up from 3.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 50%. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 10Saizeriya Co.,Ltd. (TSE:7581) announces an Equity Buyback for 200,000 shares, representing 0.41% for ¥1,000 million.Saizeriya Co.,Ltd. (TSE:7581) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 0.41% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to implement a flexible capital policy in response to changes in the business environment. The program will run until February 20, 2024. As of December 31, 2023, the company had 49,088,863 shares outstanding (excluding treasury shares) and 3,183,479 shares in treasury.
Buying Opportunity • Dec 05Now 23% undervaluedOver the last 90 days, the stock is up 23%. The fair value is estimated to be JP¥7,473, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Buying Opportunity • Nov 02Now 22% undervaluedOver the last 90 days, the stock is up 35%. The fair value is estimated to be JP¥7,808, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.6% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
お知らせ • Oct 29Saizeriya Co.,Ltd. to Report Q1, 2024 Results on Jan 10, 2024Saizeriya Co.,Ltd. announced that they will report Q1, 2024 results on Jan 10, 2024
Major Estimate Revision • Oct 18Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥194.5b to JP¥207.5b. EPS estimate increased from JP¥144 to JP¥163 per share. Net income forecast to grow 52% next year vs 24% growth forecast for Hospitality industry in Japan. Consensus price target up from JP¥4,767 to JP¥5,683. Share price rose 18% to JP¥5,680 over the past week.
お知らせ • Oct 13Saizeriya Co.,Ltd., Annual General Meeting, Nov 28, 2023Saizeriya Co.,Ltd., Annual General Meeting, Nov 28, 2023.
Price Target Changed • Oct 13Price target increased by 8.4% to JP¥5,167Up from JP¥4,767, the current price target is an average from 6 analysts. New target price is 6.1% below last closing price of JP¥5,500. Stock is up 100% over the past year. The company is forecast to post earnings per share of JP¥148 for next year compared to JP¥106 last year.
Reported Earnings • Oct 12Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥106 (down from JP¥116 in FY 2022). Revenue: JP¥183.2b (up 27% from FY 2022). Net income: JP¥5.15b (down 8.9% from FY 2022). Profit margin: 2.8% (down from 3.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥18.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (0.5%).
お知らせ • Aug 03Saizeriya Co.,Ltd. to Report Fiscal Year 2023 Results on Oct 11, 2023Saizeriya Co.,Ltd. announced that they will report fiscal year 2023 results on Oct 11, 2023
Reported Earnings • Jul 16Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: JP¥42.31 (up from JP¥31.61 in 3Q 2022). Revenue: JP¥48.2b (up 27% from 3Q 2022). Net income: JP¥2.06b (up 33% from 3Q 2022). Profit margin: 4.3% (up from 4.1% in 3Q 2022). Revenue exceeded analyst estimates by 7.7%. Earnings per share (EPS) also surpassed analyst estimates by 72%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 14Hi-Servueno.Inc entered into a share transfer agreement to acquire the remaining 66.67% stake in CSsT Co., Ltd. from Saizeriya Co.,Ltd. (TSE:7581).Hi-Servueno.Inc entered into a share transfer agreement to acquire the remaining 66.67% stake in CSsT Co., Ltd. from Saizeriya Co.,Ltd. (TSE:7581) on July 12, 2023. The deal is expected to be completed on September 28, 2023.
Price Target Changed • Jul 14Price target increased by 17% to JP¥4,183Up from JP¥3,567, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥4,110. Stock is up 51% over the past year. The company is forecast to post earnings per share of JP¥87.89 for next year compared to JP¥116 last year.
Board Change • Apr 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent External Director Marie Eguchi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 13Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: JP¥15.03 loss per share (down from JP¥52.73 profit in 2Q 2022). Revenue: JP¥40.7b (up 16% from 2Q 2022). Net loss: JP¥734.0m (down 129% from profit in 2Q 2022). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Board Change • Mar 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent External Director Marie Eguchi was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 29Saizeriya Co.,Ltd. to Report Q2, 2023 Results on Apr 12, 2023Saizeriya Co.,Ltd. announced that they will report Q2, 2023 results on Apr 12, 2023
Reported Earnings • Jan 12First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: JP¥27.19 (down from JP¥50.36 in 1Q 2022). Revenue: JP¥43.1b (up 27% from 1Q 2022). Net income: JP¥1.33b (down 46% from 1Q 2022). Profit margin: 3.1% (down from 7.2% in 1Q 2022). Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 12Saizeriya Co.,Ltd. (TSE:7581) announces an Equity Buyback for 400,000 shares, representing 0.82% for ¥1,000 million.Saizeriya Co.,Ltd. (TSE:7581) announces a share repurchase program. Under the program, the company will repurchase 400,000 shares, representing 0.82% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to implement a flexible capital policy in response to changes in the business environment. The program will run until February 20, 2023. As of December 31, 2022, the company had 48,929,894 shares outstanding (excluding treasury shares) and 3,342,448 shares in treasury.
Board Change • Dec 09Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Takashi Arakawa was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Dec 04Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: JP¥144.3b (up 14% from FY 2021). Net income: JP¥5.66b (up 221% from FY 2021). Profit margin: 3.9% (up from 1.4% in FY 2021). Revenue exceeded analyst estimates by 1.8%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan.
お知らせ • Nov 30Saizeriya Co.,Ltd. to Report Q1, 2023 Results on Jan 11, 2023Saizeriya Co.,Ltd. announced that they will report Q1, 2023 results on Jan 11, 2023
お知らせ • Oct 14Saizeriya Co.,Ltd., Annual General Meeting, Nov 29, 2022Saizeriya Co.,Ltd., Annual General Meeting, Nov 29, 2022.
Reported Earnings • Oct 13Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: EPS: JP¥116 (up from JP¥36.30 in FY 2021). Revenue: JP¥144.3b (up 14% from FY 2021). Net income: JP¥5.66b (up 221% from FY 2021). Profit margin: 3.9% (up from 1.4% in FY 2021). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Oct 13Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥114 to JP¥96.36 per share. Revenue forecast steady at JP¥162.7b. Net income forecast to shrink 25% next year vs 3.2% decline forecast for Hospitality industry in Japan. Consensus price target of JP¥3,050 unchanged from last update. Share price was steady at JP¥2,726 over the past week.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).
