McDonald's Holdings Company (Japan) operates and franchises the McDonald's restaurant chain across Japan, with the bulk of its revenue coming from company-run stores selling burgers, fries and breakfast menus, plus rent and royalties from franchisees. Its edge is the scale and real estate of a national network that few rivals can match, which supports a 13.6% operating margin in a sector where thin margins are the norm. Revenue fell 2.0% in the latest reported period, so the bull case rests on the margin profile and menu pricing holding up rather than on top-line growth. At 29.6 times trailing earnings and 34.6 times forward, the stock already prices in a recovery in sales that the current numbers do not yet show. The question for a deeper look is whether same-store traffic and pricing can turn the revenue line positive before the multiple has to compress.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | ¥7150 | first publication | ¥8250 |
Answered from McDonald's Holdings Company (Japan), Ltd. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 2702.T McDonald's Holdings Company (Japan), Ltd. | ¥8330.00 | - | - | 30.1x | 13.2% | 64 | 45 |
| BROS Dutch Bros Inc. Class A Common Stock | $41.75 | $16 | 163% above | 58.0x | 14.6% | 51 | 48 |
| EAT Brinker International Inc. Common Stock | $190.11 | $175 | 9% above | 16.8x | 119.6% | 56 | 68 |
| 6862.HK Haidilao International Holding Ltd. | HK$9.12 | HK$14 | 34% below | 10.7x | 41.9% | 70 | 56 |
| CAVA CAVA Group Inc. Common Stock | $54.68 | - | - | 97.2x | 8.3% | 52 | 46 |
| 3563.T Food & Life Companies Ltd. | ¥5778.00 | - | - | 42.2x | 30.0% | 68 | 72 |
| CAKE Cheesecake Factory Incorporated (The) Common Stock | $112.44 | - | - | 29.4x | 38.8% | 57 | 64 |
Where 2702.T ranks against its sector peers on each metric.