Yoshinoya Holdings Co (TSE:9861) Moat Score: 5/10 (As of Jul. 16, 2026)

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TSE:9861 Yoshinoya Holdings Co Ltd TSE:9861
81 GF Score
Price 円3,626.00
GF Value 円3,607.63
Valuation Fairly Valued
! 1 Warning Sign
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What is Yoshinoya Holdings Co Moat Score?

Yoshinoya Holdings Co TSE:9861 -0.52% 81 Moat Score is 5 as of Jul. 16, 2026. GuruFocus rates TSE:9861 with a GF Score™ of 81/100 and a GF Value™ of 円3,607.63 (Fairly Valued). The stock has 1 warning sign investors should review. Among 366 Restaurants companies, Yoshinoya Holdings Co ranks better than 93.44% on this metric.

Yoshinoya Holdings Co has the Moat Score of 5, which implies that the company might have Narrow Moat - Solid narrow moat.

Yoshinoya Holdings Co has Yoshinoya has a narrow moat with a well-known brand and customer loyalty in the fast-food sector. However, intense competition and limited pricing power in the industry constrain its competitive advantage.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Yoshinoya Holdings Co might have Narrow Moat - Solid narrow moat.

Yoshinoya Holdings Co  (TSE:9861) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Yoshinoya Holdings Co Moat Score Related Terms

TSE:9861 vs MCD, SBUX, YUM: Moat Score Comparison

For the Restaurants subindustry, Yoshinoya Holdings Co's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Yoshinoya Holdings Co Moat Score vs Restaurants Industry

For the Restaurants industry and Consumer Cyclical sector, Yoshinoya Holdings Co's Moat Score distribution charts can be found below:

* The bar in red indicates where Yoshinoya Holdings Co's Moat Score falls into.


TSE:9861
81GF Score
Yoshinoya Holdings Co Ltd TSE:9861
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 5 mean?
Yoshinoya Holdings Co (TSE:9861) has a Moat Score of 5 as of Jul. 16, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Yoshinoya Holdings Co ranks #24 out of 366 companies in the Restaurants industry, placing it in the top 6.6%.
Is Yoshinoya Holdings Co's Moat Score too high?
Yoshinoya Holdings Co's current Moat Score is 5. Based on the distribution chart, Yoshinoya Holdings Co ranks #24 out of 366 companies in the Restaurants industry, which is in the top quartile — a strong position relative to peers. Overall, Yoshinoya Holdings Co has a GF Score™ of 81/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Yoshinoya Holdings Co's Moat Score compare to MCD and SBUX?
According to the Restaurants industry distribution chart, Yoshinoya Holdings Co ranks #24 out of 366 companies for Moat Score. This places Yoshinoya Holdings Co in the top 7% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for a Restaurants company?
A good Moat Score depends on the Restaurants industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Yoshinoya Holdings Co's current Moat Score is 5. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Yoshinoya Holdings Co stock overvalued right now?
Based on GuruFocus' analysis, Yoshinoya Holdings Co (TSE:9861) is currently considered Fairly Valued. The stock's GF Value™ is 円3,607.63, compared to a current price of 円3,626.00 — trading 0.5% above its estimated fair value. The current Moat Score is 5. Yoshinoya Holdings Co's overall GF Score™ is 81/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Yoshinoya Holdings Co (TSE:9861), the current Moat Score is 5 as of Jul. 16, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Yoshinoya Holdings Co (TSE:9861) Overvalued in 2026?

Based on GuruFocus' analysis, Yoshinoya Holdings Co stock appears to be overvalued. The current stock price of 円3,626.00 is trading 0.5% above its estimated GF Value™ of 円3,607.63. GuruFocus considers Yoshinoya Holdings Co to be Fairly Valued.

Key valuation signals for TSE:9861:

  • Moat Score: 5
  • GF Value™: 円3,607.63 vs. price of 円3,626.00 (0.5% above fair value)
  • GF Score™: 81/100 with 1 warning sign

No single metric tells the full story. See the TSE:9861 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Yoshinoya Holdings Co Business Description

Address 36-2 Nihonbashi Hakozaki-cho, 18th Floor Daiwa Rivergate, Reception on 18th Floor, North Wing, Chuo-ku, Tokyo, JPN, 103-0015
Yoshinoya Holdings Co Ltd owns, operates, and franchises thousands of restaurants mainly in Japan. The company has three business segments: Yoshinoya: Operation of fast food restaurants such as gyudon (beef bowl)restaurants in Japan and management guidance to franchise stores, Hanamaru: Operation of self-service Sanuki udon (noodles) restaurants in Japan and management guidance to franchise stores, etc, Abroad: Operating fast food restaurants such as gyudon (beef bowl) restaurants overseas, and providing management guidance to franchise stores.
81GF Score

Get the complete analysis for TSE:9861

Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

円3,626.00
Price
円3,607.63
GF Value