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7550.T
ACCE-researched

Zensho Holdings Co., Ltd. (7550.T) fair value

Consumer Cyclical · Restaurants · TSE · Japan
¥12005.00+2.48%
Market cap ¥1.88TNext earnings 2026-11-12Updated Oct 24, 2026 · valuation updating
Our verdict
No fair value
We are missing the financial data our models need for this company. It will appear once the data arrives.
Not valued: there are no financial statements on file yet.
ACCE opinionZensho Holdings Co., Ltd. (7550.T)
Fair value
Not available
ACCE price target
¥11022
Rating
Not rated
Horizon
12 months
ACCE price target published on 22 Oct 2026, 16:00 CEST.
Price used: ¥12005 at the close on 23 Oct 2026, 08:30 CEST.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Full methodology
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
64
out of 100
P/E
36.8x
forward 38.1x
1-year return
+20.2%
Dividend yield
0.68%

Zensho Holdings Co., Ltd. in four questions

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OverviewAsk ACCEValuationQualityAnalystsSmart MoneyCompareNews and Record

Overview

ACCE thesis

Zensho Holdings runs a large portfolio of Japanese casual dining chains, most prominently Sukiya gyudon, Hamazushi kaiten sushi and Kura Sushi-style conveyor formats through its franchising and operating arms, with a franchise model that keeps capital light and royalty income steady. The moat is scale in procurement and franchise density across multiple formats, which supports a 55.2% gross margin and 17.9% ROE. Revenue growth of 11.8% is the number to watch, since it has to keep compounding through new store openings and same-store sales to justify a 37.5x trailing multiple. Operating margin of 7.6% leaves room for upside if food cost and labour inflation stabilise, but also limits the cushion if they don't. At 37.2x forward earnings the market is paying for continued execution, so the case for a deeper look rests on whether unit growth and margin recovery can be verified in the next few reporting cycles.

AI-assisted·How I use AIWritten Oct 23, 2026
⚠ Investor warnings · 2 flagsAI-assisted·How I use AI
  • moderate
    Valuation stretched
    P/E of 36.8 and EV/EBITDA of 14.1 for a restaurant operator with a 7.6% operating margin. Price trades 8.9% above the ACCE price target of ¥11022.00.
  • moderate
    Recent revenue momentum slowing
    Revenue grew 11.8% year on year but was down 0.8% quarter on quarter, against a 17.5% five-year revenue CAGR.

AI research notes

AI-assisted·How I use AIWritten Oct 22, 2026 · figures from 2026-10-22 · prices to Oct 23, 2026
Why it could do well
  • Revenue grew 11.8% over the last year, and has averaged 17.5% a year over five years, showing sustained expansion.
  • Return on equity of 17.9% shows the business earns a solid return on the capital shareholders have put in.
  • Analysts' mean price target of JPY 12933.33 sits 10.4% above the current share price, suggesting room for upside in their view.
Why it could disappoint
  • At a trailing P/E of 36.8x and forward P/E of 37.2x, the shares price in a lot of future growth that must actually arrive.
  • A net margin of 4.1% leaves little cushion, so any slowdown in sales could hit profits hard.
  • The shares trade 8.9% above the ACCE price target of ¥11022.00, which is a warning sign for a sceptic.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.

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Valuation

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Where 7550.T's valuation models land
Price
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Wall Street consensus

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In one line

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Where it sits vs peers

News and Record

Recent performance

1 week
+0.4%
1 month
+14.9%
3 months
+31.5%
6 months
+49.4%
YTD
+33.8%
1 year
+20.2%

Recommendation history, last 12 months

DateTypeNewPreviousPrice
22 Oct 2026, 16:00 CESTACCE price target¥11022first publication¥11715

This analysis is not personalised investment advice and does not take your situation, objectives or risk tolerance into account. ACCE Investments is not an authorised investment firm.

Investing in shares carries a risk of losing capital. The value of an investment can go down as well as up.

This security trades in JPY. Exchange-rate movements can increase or reduce the result in your own currency.

Valuation horizon: 12 months from the publication date.

Conflicts of interest. ACCE Investments is operated by Adrien Chantreuil, who may hold personal positions in the securities analysed. Positions are declared on each security. ACCE receives no payment from the companies analysed or from any intermediary for this analysis.

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Snapshot

Growth76Value32Quality56Momentum90Total64
Valuation
Trailing P/E
36.8x
Forward P/E
38.1x
PEG
0.43
P/B
no data
EV / Revenue
no data
Book value/sh
no data
Enterprise value
no data
Profitability
ROE
17.9%
FCF yield
no data
ROIC
no data
Health and risk
Debt / equity
0.91
Dividend yield
0.68%
Beta
no data

Price

+21.1% · 1Y

Ask anything about 7550.T

Answered from Zensho Holdings Co., Ltd. fundamentals + recent valuations. Every number shows its source and date.

This stock Peer Peer median weaker → stronger
P/Ebetter than 33% of peers
low 16.4x36.8xhigh 58.0x
ROEbetter than 50% of peers
low 0%18%high 120%
Div yieldbetter than 50% of peers
low 0.0%0.7%high 2.5%

Peers

Prices Oct 23, 2026
CompanyPriceFair valuevs fair valueP/EROEQualityScore
7550.T Zensho Holdings Co., Ltd.¥12005.00--36.8x17.9%5664
TXRH Texas Roadhouse Inc. Common Stock$172.78$9385% above26.5x27.7%7054
DPZ Domino's Pizza Inc Common Stock$317.70$19662% above17.3x0.0%4748
YUMC Yum China Holdings Inc. Common Stock$44.76$442% above16.4x16.8%6063
3563.T Food & Life Companies Ltd.¥5778.00--42.2x30.0%6872
EAT Brinker International Inc. Common Stock$190.11$1759% above16.8x119.6%5668
BROS Dutch Bros Inc. Class A Common Stock$41.75$16163% above58.0x14.6%5148

Sector report card

Where 7550.T ranks against its sector peers on each metric.

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