Jollibee Foods（JFC）株式概要
ジョリビー・フーズ・コーポレーションはクイック・サービス・レストランの開発、運営、フランチャイズを行っている。 詳細
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Analyst Price Targets
Jollibee Foods Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | ₱145.80 |
| 52週高値 | ₱240.60 |
| 52週安値 | ₱119.70 |
| ベータ | 0.32 |
| 1ヶ月の変化 | 13.91% |
| 3ヶ月変化 | -13.98% |
| 1年変化 | -35.77% |
| 3年間の変化 | -42.64% |
| 5年間の変化 | -30.57% |
| IPOからの変化 | 747.67% |
最新ニュース
ナラティブの更新 • Jul 09
JFC: New Partnerships And Product Expansion Will Support Long-Term Earnings Quality
Analysts have trimmed their fair value estimate for Jollibee Foods to ₱287 from ₱310, citing updated assumptions around slightly adjusted discount rates, revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for Jollibee Foods Jollibee launched its all new Jollibee Chicken Nuggets, made with 100% all white meat chicken breast and served in mini buckets in 5 piece, 8 piece, 15 piece, and 30 piece options, with multiple dipping sauces and the brand’s signature gravy.
ナラティブの更新 • Jun 25
JFC: International Listing Plans And US Expansion Will Drive Future Upside
Analysts have reduced their price target on Jollibee Foods to ₱218.17 from ₱235.50. This change reflects updated assumptions for discount rate, revenue growth, profit margin, and future P/E.分析記事 • Jun 19
Jollibee Foods (PSE:JFC) Stock Could Be 45.1% Undervalued As Franchise Shift Draws Focus
Jollibee Foods (PSE:JFC) is back in focus after recent share price pressure, with the stock down about 3% over the past month and roughly 30% over the past 3 months. See our latest analysis for Jollibee Foods. At the latest share price of ₱129.2, Jollibee Foods has seen short term share price pressure build into a clearer downtrend, with the 30 day share price return down 3% and the year to date share price return down nearly 30%, while the 1 year total shareholder return is down about 42%...Recent updates
ナラティブの更新 • Jul 09
JFC: New Partnerships And Product Expansion Will Support Long-Term Earnings Quality
Analysts have trimmed their fair value estimate for Jollibee Foods to ₱287 from ₱310, citing updated assumptions around slightly adjusted discount rates, revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for Jollibee Foods Jollibee launched its all new Jollibee Chicken Nuggets, made with 100% all white meat chicken breast and served in mini buckets in 5 piece, 8 piece, 15 piece, and 30 piece options, with multiple dipping sauces and the brand’s signature gravy.ナラティブの更新 • Jun 25
JFC: International Listing Plans And US Expansion Will Drive Future Upside
Analysts have reduced their price target on Jollibee Foods to ₱218.17 from ₱235.50. This change reflects updated assumptions for discount rate, revenue growth, profit margin, and future P/E.分析記事 • Jun 19
Jollibee Foods (PSE:JFC) Stock Could Be 45.1% Undervalued As Franchise Shift Draws Focus
Jollibee Foods (PSE:JFC) is back in focus after recent share price pressure, with the stock down about 3% over the past month and roughly 30% over the past 3 months. See our latest analysis for Jollibee Foods. At the latest share price of ₱129.2, Jollibee Foods has seen short term share price pressure build into a clearer downtrend, with the 30 day share price return down 3% and the year to date share price return down nearly 30%, while the 1 year total shareholder return is down about 42%...ナラティブの更新 • Jun 10
JFC: Global Food Safety Rollout Will Support Long-Term Earnings Quality
Analysts now place Jollibee Foods' fair value at ₱310, down from ₱330. This reflects refreshed assumptions around revenue growth, profit margins, required return, and future P/E multiples.ナラティブの更新 • May 27
JFC: International Store Expansion Will Drive Future Upside Potential
Analysts have revised their fair value estimate for Jollibee Foods down from ₱290.18 to ₱235.50. They point to a slightly higher discount rate, a lower assumed profit margin, and a reduced future P/E, which are partly offset by a higher revenue growth assumption.
ナラティブの更新 • May 07
JFC: North American Store Expansion And Gaming Collaboration Will Drive Bullish Outlook
Analysts have slightly raised their price target for Jollibee Foods to ₱197.85 from ₱196.99, citing updated assumptions that include a lower discount rate, a modest change in expected revenue growth to 9.05%, broadly steady profit margins around 4.44%, and a small adjustment to the projected future P/E multiple near 19.61x. What's in the News Jollibee plans a collaboration with SQUARE ENIX's FINAL FANTASY XIV Online, bringing themed meals, merchandise, an in-game "Eat Chicken" emote, a store takeover, and a loyalty sweepstakes to customers in Canada and the U.S. from April 21 to May 31, 2026 (Key Developments).ナラティブの更新 • Apr 22
JFC: Global Store Expansion And Gaming Tie-Up Will Shape Future Profile
Analysts have adjusted their Jollibee Foods price target from ₱205.56 to ₱196.99, reflecting updated assumptions that combine slightly higher forecast revenue growth with modestly lower projected profit margins and a reduced future P/E multiple. What's in the News Jollibee announced a collaboration with SQUARE ENIX's FINAL FANTASY XIV Online, featuring themed meals, exclusive merchandise, an in-game "Eat Chicken" emote, a store takeover and a loyalty sweepstakes in Canada and the U.S. from April 21 to May 31, 2026 (Key Developments).ナラティブの更新 • Apr 07
JFC: International Spinoff Plan Will Shape Future Profile With Upbeat Outlook
Analysts have trimmed their price target for Jollibee Foods by about ₱1 to around ₱205, reflecting slightly updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News Opened a new store in Stockton, California, with drive-thru and in-store to-go service initially, and plans to add in-store dining and online ordering in the coming weeks, expanding coverage in Northern California and the Central Valley region (Client Announcements).ナラティブの更新 • Mar 24
JFC: International Spinoff Plans Will Define Future Profile With Optimistic Core Outlook
Analysts edge their fair value estimate for Jollibee Foods slightly higher, lifting the price target from around ₱206.38 to about ₱206.84. The revision reflects updated assumptions for revenue growth, profit margins, the discount rate, and a lower future P/E multiple.ナラティブの更新 • Mar 08
JFC: International Spinoff Plans Will Shape Future Profile With Steady Core Outlook
Analysts have made only a minimal adjustment to their Jollibee Foods price target, keeping fair value effectively steady at about ₱206.38 as they fine tune assumptions around the discount rate, revenue growth, profit margin, and future P/E. What's in the News Jollibee Foods plans to spin off its international business and seek a US stock exchange listing for the new entity, Jollibee Foods Corp.ナラティブの更新 • Feb 22
JFC: International Spinoff Plans And Stable Outlook Will Shape Measured Forward View
Analysts now place Jollibee Foods' fair value at about ₱206.38 per share, up from roughly ₱202.26. This reflects updated assumptions for slightly higher revenue growth, profit margins, a modestly higher future P/E, and a small adjustment to the discount rate.ナラティブの更新 • Feb 07
JFC: International Spinoff And Higher Dividend Will Shape Measured Forward Outlook
Analysts have trimmed their fair value estimate for Jollibee Foods slightly to about ₱202 from roughly ₱203, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News Jollibee Foods plans to spin off its international business into a new entity, Jollibee Foods Corp.ナラティブの更新 • Jan 23
JFC: International Spinoff And Higher Dividend Will Define Balanced Future Outlook
Analysts now estimate Jollibee Foods' fair value at ₱202.55 per share, slightly below the previous estimate of ₱206.64. This change reflects updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.ナラティブの更新 • Jan 09
JFC: International Spinoff And Rising Dividend Will Shape Future Upside Potential
Analysts have nudged their price target for Jollibee Foods higher to reflect slightly lower discount rates, a small uplift in projected revenue growth, and modestly adjusted long term profit margin and forward P/E assumptions. This results in a refined fair value estimate of ₱206.64 per share.ナラティブの更新 • Dec 26
JFC: Rising Dividend Will Support Future Upside Potential
Analysts have modestly raised their price target on Jollibee Foods by approximately PHP 0.00. This reflects slightly higher assumed revenue growth, marginally improved profit margins, and a small uptick in the discount rate, while future valuation multiples are expected to remain broadly unchanged.ナラティブの更新 • Dec 12
JFC: Rising Dividend And Brand Collaborations Will Support Bullish Upside Potential
Analysts have modestly raised their price target on Jollibee Foods to roughly $207 per share from about $200. This reflects a slightly higher assumed future valuation multiple that more than offsets marginal trims to long term revenue growth and profit margin forecasts.新しいナラティブ • May 18
Tim Ho Wan And North America Expansion Will Drive Prospects
Strategic pricing and supplier agreements in the Coffee and Tea segment maintain profitability amid rising input costs.株主還元
| JFC | PH Hospitality | PH 市場 | |
|---|---|---|---|
| 7D | 0% | -0.2% | 0.7% |
| 1Y | -35.8% | -44.4% | -3.7% |
業界別リターン: JFC過去 1 年間で-44.4 % の収益を上げたPH Hospitality業界を上回りました。
リターン対市場: JFCは、過去 1 年間で-3.7 % のリターンを上げたPH市場を下回りました。
価格変動
| JFC volatility | |
|---|---|
| JFC Average Weekly Movement | 6.7% |
| Hospitality Industry Average Movement | 6.7% |
| Market Average Movement | 5.1% |
| 10% most volatile stocks in PH Market | 10.1% |
| 10% least volatile stocks in PH Market | 2.7% |
安定した株価: JFC 、 PH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: JFCの 週次ボラティリティ ( 7% ) 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 |
|---|---|---|---|
| 1975 | 12,600 | Ernesto Tanmantiong | www.jollibeegroup.com |
ジョリビー・フーズ・コーポレーションはクイック・サービス・レストランの開発、運営、フランチャイズを行っている。同社はフィリピンでJollibee、Chowking、Greenwich、Red Ribbon、Yong He King、Hong Zhuang Yuan、Mang Inasal、Burger King、Highlands Coffee、PHO24、Smashburger、Tim Ho Wan、Tortazo、The Coffee Bean & Tea Leaf、吉野家、Milksha、Panda Expressの名称でクイックサービスレストランを展開している、米国、カナダ、中華人民共和国、英国、イタリア、スペイン、ベトナム、ブルネイ、シンガポール、サウジアラビア、アラブ首長国連邦、カタール、オマーン、クウェート、バーレーン、インドネシア、コスタリカ、エジプト、パナマ、マレーシア、韓国、オーストラリア、インド。また、不動産賃貸、製造、デジタル印刷、広告、財務会計、人事、物流サービスも提供している。同社は1978年に法人化され、フィリピンのパシグを拠点としている。
Jollibee Foods Corporation 基礎のまとめ
| JFC 基礎統計学 | |
|---|---|
| 時価総額 | ₱163.40b |
| 収益（TTM） | ₱9.58b |
| 売上高(TTM) | ₱311.43b |
17.1x
PER（株価収益率0.5x
P/SレシオJFC は割高か？
公正価値と評価分析を参照収益と収入
| JFC 損益計算書（TTM） | |
|---|---|
| 収益 | ₱311.43b |
| 売上原価 | ₱260.82b |
| 売上総利益 | ₱50.61b |
| その他の費用 | ₱41.04b |
| 収益 | ₱9.58b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 8.55 |
| グロス・マージン | 16.25% |
| 純利益率 | 3.08% |
| 有利子負債／自己資本比率 | 109.7% |
JFC 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
2.4%
現在の配当利回り40%
配当性向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 | 2026/07/11 20:11 |
| 終値 | 2026/07/10 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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
Jollibee Foods Corporation 10 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。20
| アナリスト | 機関 |
|---|---|
| Julian Vincent Roxas | BofA Global Research |
| Lance Soledad | CGS International |
| Preenapa Detchsri | Citigroup Inc |