Kura Sushi Asia Co (2754) Fair Value & Analysis
Consumer Cyclical · TW · Market cap 3.3B TWD
Fair value as of: Jul 21, 2026
From 26 valuation models · updated 20 days ago
Share price +4.9% over the past month.
A solid business, but screening 33% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (64.64 TWD). The favourable scenario is already priced in.
- Solid but not exceptional quality (63/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (30.37 TWD to 64.64 TWD) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 21, 2026.
How to read this chart
60‑month range 58.73 TWD – 216.87 TWD · fair‑value band 30.37 TWD – 64.64 TWD · the 73.00 TWD price screens above the 49.17 TWD fair value. Dashed = 300-day average. As of Jul 21, 2026.
Analysis
Kura Sushi Asia Co (2754) currently trades at 73.00 TWD, while our model-based Fair Value estimate is 49.17 TWD, implying the stock looks roughly 32.6% overvalued today. The Quality Score stands at 63/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Kura Sushi Asia Co generated revenue of 5.9B TWD at a net margin of 3.3%. Revenue grew 11.1% year over year. It earns a return on equity of 11.1%. Net debt stands at 2.4B TWD. Fundamentals as of Jul 21, 2026
Our scenario range runs from 30.37 TWD (bear case) to 64.64 TWD (bull case); at 73.00 TWD, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 28% below its 52-week high and 11% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -47% fair-value upside, at -33%, 2754 screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: DCF Models (199.01 TWD) versus Dividend Discount (12.10 TWD). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 21, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 63 · Market factors (momentum, volatility) 45
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Kura Sushi Asia Co., Ltd. engages in food and beverage related businesses in Taiwan. It operates restaurants that offer sushi, warship, hand scroll, rolls, side dishes, desserts, and drinks. The company was founded in 1977 and is based in Taipei, Taiwan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Kura Sushi Asia Co reported revenue of 5.7B TWD in FY2025 versus 2.5B TWD in FY2021, a compound +22.6%/yr. Reported net income was 110M TWD in FY2025, compounding +49.0%/yr from FY2021.
2754 screens 33% overvalued. Compare with McDonald's Corporation →
Peer Group
Restaurants · 227 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Restaurants median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Restaurants stocks, each showing price versus our Fair Value estimate (as of Jul 21, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| McDonald's Corporation MCDS | C$24.01 | C$10.84 | -55% |
| Starbucks Corporation SBUX | $105.49 | $35.83 | -66% |
| Chipotle Mexican Grill, Inc CMG | $34.63 | $18.43 | -47% |
| Yum! Brands, Inc YUM | $163.54 | $59.66 | -64% |
| Restaurant Brands International Inc QSR | C$104.19 | C$36.37 | -65% |
| Darden Restaurants, Inc DRI | $195.74 | $173.68 | -11% |
| Yum China Holdings YUMC | $43.90 | $55.10 | +26% |
| Texas Roadhouse, Inc TXRH | $197.03 | $104.89 | -47% |
| Dutch Bros Inc BROS | $68.36 | $12.80 | -81% |
| Domino's Pizza, Inc DPZ | $322.18 | $231.96 | -28% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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