Komeda Holdings, with growing sales but some financial issues.
クリスのレポート
売上高がコロナ以前から見て20％成長しており高い成長性。CFがギリギリプラスで大抵の年度終わっており好印象。自己資本比率が40％、流動比率が1.36倍と低く財務状態はギリギリ合格かそれ以下と考えられる。PERはコーヒーショップ,ファストフードに比べて低いが財務状態の悪さが影響しているのではと考えられる。売上高の成長力があるためそこまで悪くは思えないが現状は積極的に購入を検討するに必要ないのではと思われる。
Chris's report
Sales have increased by 20% compared to pre-COVID levels, indicating high growth potential.
The cash flow (CF) is just about positive, leaving a generally good impression for most fiscal years."The equity ratio is 40%, and the liquidity ratio is 1.36 times, which is low, suggesting that the financial condition is barely passable, or possibly even less. The Price-to-Earnings Ratio (PER) is lower compared to coffee shops and fast food, which may be influenced by the poor financial condition. Although there is potential for sales growth, it doesn't seem too bad, but it doesn't seem necessary to actively consider purchasing under the current circumstances.
インサイト
コメダは個人席なので絵を描いていても人形を持っていっても何も言われない天国。
insight
Komeda is a paradise where nobody says anything even if you draw pictures or bring dolls because it has individual seats.
ミナの判断
PERの比較は、ファストフードよりは、ファミリーレストランと比べた方が良いと思う。滞在時間が長く客単価が高い。休日のモーニングやランチなどに使われるユースケースが多いのではと想定する。財務状態がギリギリ合格レベルだが、然るのちに再度検討してほしい。
Mina's judgement
I think it's better to compare the Price-to-Earnings Ratio (PER) with family restaurants rather
than fast food, as the stay duration is longer and the customer spend per visit is higher. I assume that it's often used for cases like morning and lunch during holidays. The financial condition is just barely passable, but I would like it to be reconsidered again later on.
