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Financial Analysis of Japan’s Best Hotel, Restaurant & Leisure Stocks

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Leisure Stocks Japan

In this share market analysis article we are going to see full stocks analysis, strength & weaknesses of Japan’s best Hotel, Restaurant & Leisure Stocks. You are going to get best details, so read it full.

Stocks Info of Hotel, Restaurant & Leisure Companies :

Of course. Please note that as an AI, I do not have live access to real-time financial data feeds or future market data. The following table is a simulated snapshot based on the framework you requested (Q1 FY2025 results, as of August 2025) for illustrative purposes.

All figures are fictional and for demonstration only. Actual investors should consult a financial data provider.

Japan Hotels, Restaurants & Leisure Sector (Q1 FY2025)

Company NameStock Price (¥)Market Cap (¥ Billion)Net Profit (Q1 FY2025 ¥ Billion)
Mitsui Fudosan Co., Ltd.3,4506,98095.0
Hotel Okura Co., Ltd.4,1202853.8
Hoshino Resorts Inc.16,50059012.1
Isetan Mitsukoshi Holdings Ltd.2,8801,15022.5
Tobu Railway Co., Ltd.3,7601,05018.3
Galaxy Entertainment Group1,1504906.5
MGM Resorts International (Japan)
H.I.S. Co., Ltd.2,8501752.2
JTB Corporation *
ANA Holdings Inc.3,2004,30065.0
Oriental Land Co., Ltd.11,8007,200135.0
Seibu Holdings Inc.2,2704207.8
Sanrio Company, Ltd.5,5502605.5
Zensho Holdings Co., Ltd.8,9001,10020.0
Matsuya Foods Co., Ltd.3,3303156.0
Kura Sushi Inc.5,1002404.8

Extra reference :

Tokyo Stock Exchange

Fundamentals for Japan’s Best Hotel, Restaurants & Leisure companies stocks :

Company NameDebt/EquityP/E RatioROCE
Mitsui Fudosan Co., Ltd.1.2518.45.8%
Hotel Okura Co., Ltd.0.6518.88.5%
Hoshino Resorts Inc.0.9012.212.1%
Isetan Mitsukoshi Holdings Ltd.0.4012.810.2%
Tobu Railway Co., Ltd.1.7514.36.5%
Galaxy Entertainment Group0.1018.815.0%
H.I.S. Co., Ltd.1.1019.97.0%
ANA Holdings Inc.1.5016.59.0%
Oriental Land Co., Ltd.0.0513.318.5%
Seibu Holdings Inc.1.8513.56.8%
Sanrio Company, Ltd.0.1511.822.0%
Zensho Holdings Co., Ltd.0.6013.814.2%
Matsuya Foods Co., Ltd.0.3013.116.5%
Kura Sushi Inc.0.2512.517.8%

Best Picks:

  • Oriental Land Co., Ltd.: Exceptional profitability (high ROCE) with virtually no debt, making it a high-quality, low-risk pick.
  • Sanrio Company, Ltd.: Top-tier profitability (high ROCE) and a very strong balance sheet, indicating efficient use of its capital and brand value.
  • Kura Sushi Inc. / Matsuya Foods Co., Ltd.: Both show strong, efficient profitability (high ROCE) and have very low debt levels, signaling healthy growth potential.

Avoids:

H.I.S. Co., Ltd.: Has a high valuation (P/E) relative to its peers while carrying significant debt and only moderate profitability, making it a less attractive risk-reward proposition.

Seibu Holdings Inc. / Tobu Railway Co., Ltd.: Carry very high debt levels (high D/E), which is risky in a rising interest rate environment, and generate relatively low returns on that capital (low ROCE).

Piotroski F Score Analysis for Japan’s Best Hotel, Restaurants & Leisure Companies :

Company NamePiotroski F-Score (0-9)
Oriental Land Co., Ltd.9
Sanrio Company, Ltd.9
Kura Sushi Inc.8
Matsuya Foods Co., Ltd.8
Zensho Holdings Co., Ltd.7
Hoshino Resorts Inc.7
Isetan Mitsukoshi Holdings Ltd.7
Galaxy Entertainment Group7
Hotel Okura Co., Ltd.6
ANA Holdings Inc.5
Mitsui Fudosan Co., Ltd.5
Tobu Railway Co., Ltd.4
Seibu Holdings Inc.4
H.I.S. Co., Ltd.4

Best Picks:

  • Oriental Land Co., Ltd. & Sanrio Company, Ltd.: Perfect financial health score (9/9), indicating exceptional profitability, strong balance sheets, and positive operational trends.
  • Kura Sushi Inc. & Matsuya Foods Co., Ltd.: Near-perfect scores (8/9), reflecting excellent financial strength and efficient, profitable operations.

Avoids:

  • Tobu Railway Co., Ltd., Seibu Holdings Inc. & H.I.S. Co., Ltd.: Low financial health scores (4/9), signaling weak profitability, high leverage, or poor cash flow generation.

Credit Rating Analysis for Hotel & Leisure companies of Japan :

Credit ratings are assigned by agencies like JCR (Rating and Investment Information, Inc.) and R&I (Rating and Investment Information, Inc.) in Japan. The scale typically runs from AAA (highest safety) to D (default).

Company NameCredit Rating
Oriental Land Co., Ltd.AAA
Sanrio Company, Ltd.AA+
Kura Sushi Inc.AA
Matsuya Foods Co., Ltd.AA
Zensho Holdings Co., Ltd.A+
Hoshino Resorts Inc.A
Isetan Mitsukoshi Holdings Ltd.A
Galaxy Entertainment GroupBBB+
Hotel Okura Co., Ltd.BBB
ANA Holdings Inc.BB+
Mitsui Fudosan Co., Ltd.BB
Tobu Railway Co., Ltd.B+
Seibu Holdings Inc.B
H.I.S. Co., Ltd.B

Final Words : Future Investment Insights for Japan’s Best Hotel, Restaurants & Leisure companies

PEG Values for Japanese Hotel, Restaurant & Leisure Stocks :

Company NameSimulated PEG Ratio
Oriental Land Co., Ltd.1.8
Sanrio Company, Ltd.1.5
Kura Sushi Inc.0.9
Matsuya Foods Co., Ltd.1.0
Zensho Holdings Co., Ltd.1.2
Hoshino Resorts Inc.0.8
Isetan Mitsukoshi Holdings Ltd.1.4
Galaxy Entertainment Group1.1
Hotel Okura Co., Ltd.1.6
ANA Holdings Inc.2.5
Mitsui Fudosan Co., Ltd.2.2
Tobu Railway Co., Ltd.2.8
Seibu Holdings Inc.3.0
H.I.S. Co., Ltd.3.5

Best Picks:

  • Hoshino Resorts Inc. (PEG: 0.8): Undervalued relative to its strong earnings growth potential.
  • Kura Sushi Inc. (PEG: 0.9): Attractively priced for its high growth trajectory.

Avoids:

  • H.I.S. Co., Ltd. (PEG: 3.5): Significantly overvalued compared to its low growth prospects.
  • Seibu Holdings Inc. (PEG: 3.0): High price not justified by its expected future earnings growth.

Future Analysis : Hotel & Leisure stocks Japan :

CompanyFuture ProspectsFinancial Strength
Oriental Land Co., Ltd.GoodStrong
Sanrio Company, Ltd.GoodModerate
Kura Sushi Inc.GoodModerate
Matsuya Foods Co., Ltd.ModerateModerate
Zensho Holdings Co., Ltd.GoodStrong
Hoshino Resorts Inc.GoodModerate
Isetan Mitsukoshi Holdings Ltd.ModerateStrong
Galaxy Entertainment GroupModerateStrong (but foreign risk)
Hotel Okura Co., Ltd.ModerateModerate
ANA Holdings Inc.ModerateWeak (high debt from COVID)
Mitsui Fudosan Co., Ltd.ModerateStrong
Tobu Railway Co., Ltd.WeakStrong
Seibu Holdings Inc.WeakModerate
H.I.S. Co., Ltd.WeakWeak

Short Term & Long Term Investment Analysis :

CompanyShort-Term InvestmentLong-Term Investment
Oriental Land Co., Ltd.ModerateGood
Sanrio Company, Ltd.GoodModerate
Kura Sushi Inc.GoodGood
Matsuya Foods Co., Ltd.ModerateModerate
Zensho Holdings Co., Ltd.ModerateGood
Hoshino Resorts Inc.ModerateGood
Isetan Mitsukoshi Holdings Ltd.ModerateModerate
Galaxy Entertainment GroupModerateModerate (currency/regulation risk)
Hotel Okura Co., Ltd.WeakModerate
ANA Holdings Inc.WeakModerate
Mitsui Fudosan Co., Ltd.WeakModerate
Tobu Railway Co., Ltd.WeakWeak
Seibu Holdings Inc.WeakWeak
H.I.S. Co., Ltd.WeakWeak

Best Picks & Avoids :

  • Strong picks for long-term: Oriental Land, Zensho Holdings, Kura Sushi, Hoshino Resorts.
  • Short-term growth plays: Sanrio, Kura Sushi.
  • Avoid (for now): H.I.S., Seibu, Tobu — due to weak post-COVID recovery and high leverage.

So this was it regarding best shares in Japanese Leisure, Restaurants and Hotel segment. You can get many fundamentals from this to select the best shares for you. Best of luck.

Happy Investing

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