Demae-Can Co (YUMSF) Fair Value & Analysis

Consumer Cyclical · US · Market cap $153M

A solid business, screening 63% undervalued on our models.

What matters now

• The price is below even our cautious bear case ($0.8196). The market is more pessimistic than our downside scenario.
• The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
• Solid quality (52/100) at a price below fair value, the discount is the argument here, not the business quality.
• A fairly wide model range ($0.8196 to $1.55) 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 25, 2026.

How to read this chart

60‑month range $0.7600 – $39.20 · fair‑value band $0.8196 – $1.55 · the $0.7600 price screens below the $1.24 fair value. Dashed = 300-day average. As of Jul 25, 2026.

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Analysis

Demae-Can Co (YUMSF) currently trades at $0.7600, while our model-based Fair Value estimate is $1.24, implying the stock looks roughly 63.4% undervalued today. The Quality Score stands at 52/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low), always confirm before acting.

Over the trailing twelve months, Demae-Can Co generated revenue of $36.8B at a net margin of -18.5%. Revenue declined 8.5% year over year. It earns a return on equity of -23.6%. The balance sheet holds a net cash position of $28.5B. Fundamentals as of Jul 25, 2026

Our scenario range runs from $0.8196 (bear case) to $1.55 (bull case); at $0.7600, the current price sits below 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 45% below its 52-week high, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -49% fair-value upside, at 63%, YUMSF 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.

Key figures & financial health

Quality Score breakdown

About the company

Demae-Can Co.,Ltd operates delivery-specialized websites and apps in Japan. The company operates Demae-kan, a food delivery service that retails daily necessities, beverages, and other essential items, as well as engages in website operation and management, system development, advertising operation and management, and delivery agency services.

Full company description

Demae-Can Co.,Ltd operates delivery-specialized websites and apps in Japan. The company operates Demae-kan, a food delivery service that retails daily necessities, beverages, and other essential items, as well as engages in website operation and management, system development, advertising operation and management, and delivery agency services. It also offers Demaekan eGift, a gift certificate for dishes, food, and everyday items. The company was formerly known as Yume no Machi Souzou Iinkai Co., Ltd. and changed its name to Demae-Can Co.,Ltd in December 2019. Demae-Can Co.,Ltd was incorporated in 1999 and is headquartered in Shibuya, Japan.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Demae-Can Co reported revenue of $39.7B in FY2025 versus $29.0B in FY2021, a compound +8.2%/yr. Reported net income was −$5.0B in FY2025.

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Peer Group

Internet Retail · 109 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.

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.

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.

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Frequently asked questions

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.