Kura Sushi USA, Inc (KRUS) Fair Value & Analysis
Consumer Cyclical · US · Market cap $603M
Kura Sushi USA, Inc
KRUS · US
Fair value as of: Jul 17, 2026
From 2 valuation models · updated 24 days ago
Fair value updated Jul 17, 2026, revised from $82.91 to $13.89 (−83.2%) since Jun 24, 2026. Share price −8.4% over the past month.
Below-average quality, and screening another 72% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($13.89). The favourable scenario is already priced in.
- Weak quality (26/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.
How to read this chart
60‑month range $32.10 – $119.98 · fair‑value band $10.36 – $13.89 · the $48.83 price screens above the $13.89 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.
Analysis
Kura Sushi USA, Inc (KRUS) currently trades at $48.83, while our model-based Fair Value estimate is $13.89, implying the stock looks roughly 71.6% overvalued today. The Quality Score stands at 26/100 (below-average 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: low).
Over the trailing twelve months, Kura Sushi USA, Inc generated revenue of $307M at a net margin of -0.6%. Revenue grew 23.3% year over year. It earns a return on equity of -0.9%. Net debt stands at $123M. Fundamentals as of Jul 17, 2026
Our scenario range runs from $10.36 (bear case) to $13.89 (bull case); at $48.83, 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 49% below its 52-week high and 15% 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 -72%, KRUS screens richer 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 2 models by family
Widest divergence: Multiples ($14.26) versus Asset-Based ($13.89). Highest evidence: EV/EBITDA (54).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 32 · Market factors (momentum, volatility) 13
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 USA, Inc. operates technology-enabled Japanese restaurants in the United States. The company's restaurants provide Japanese cuisine through an engaging revolving sushi service model, which is known as the Kura Experience. The company was formerly known as Kula Sushi USA, Inc. and changed its name to Kura Sushi USA, Inc. in October 2017.
Full company description
Kura Sushi USA, Inc. operates technology-enabled Japanese restaurants in the United States. The company's restaurants provide Japanese cuisine through an engaging revolving sushi service model, which is known as the Kura Experience. The company was formerly known as Kula Sushi USA, Inc. and changed its name to Kura Sushi USA, Inc. in October 2017. The company was founded in 2008 and is headquartered in Irvine, California. Kura Sushi USA, Inc. is a subsidiary of Kura Sushi, Inc.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Kura Sushi USA, Inc reported revenue of $283M in FY2025 versus $64.9M in FY2021, a compound +44.5%/yr. Reported net income was −$1.9M in FY2025.
KRUS screens 72% overvalued. Compare with McDonald's Corporation →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Kura Sushi USA Q3 Earnings Call Highlights
- Kura Sushi forecasts $330.5M-$331.5M FY2026 sales as it targets ~18.5% restaurant-level margins amid opening delays
- Kura Sushi (KRUS) Q3 2026 Earnings Call Transcript
- Kura Sushi USA Non-GAAP EPS of $0.03 beats by $0.05, revenue of $85.9M misses by $0.56M
Peer Group
Restaurants · 226 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 17, 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% |
Compare Kura Sushi USA, Inc with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Consumer Cyclical stocks →
Frequently asked questions
Is Kura Sushi USA, Inc (KRUS) overvalued or undervalued?
What is the fair value of KRUS?
What is the quality score of KRUS?
What is the revenue of Kura Sushi USA, Inc (KRUS)?
What is the net profit margin of KRUS?
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.
Track Kura Sushi USA, Inc and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.