Monogatari (TSE:3097) Return-on-Tangible-Equity: 18.24% (As of Dec. 2025) — Near Median

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TSE:3097 Monogatari Corp TSE:3097
86 GF Score
Price 円5,130.00
GF Value 円4,933.14
Valuation Fairly Valued
! 5 Warning Signs
View Full Analysis

What is Monogatari Return-on-Tangible-Equity?

Monogatari TSE:3097 -1.35% 86 Return-on-Tangible-Equity is 18.24% as of Dec. 2025, which is 5% above its 10-year median of 17.39. GuruFocus rates TSE:3097 with a GF Score™ of 86/100 and a GF Value™ of 円4,933.14 (Fairly Valued). The stock has 5 warning signs investors should review. Among 330 Restaurants companies, Monogatari ranks better than 69.7% on this metric.

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Monogatari's annualized net income for the quarter that ended in Dec. 2025 was 円6,760 Mil. Monogatari's average shareholder tangible equity for the quarter that ended in Dec. 2025 was 円37,058 Mil. Therefore, Monogatari's annualized Return-on-Tangible-Equity for the quarter that ended in Dec. 2025 was 18.24%.

The historical rank and industry rank for Monogatari's Return-on-Tangible-Equity or its related term are showing as below:

TSE:3097' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 2.64   Med: 17.39   Max: 21.47
Current: 20.06

During the past 13 years, Monogatari's highest Return-on-Tangible-Equity was 21.47%. The lowest was 2.64%. And the median was 17.39%.

TSE:3097's Return-on-Tangible-Equity is ranked better than
69.7% of 330 companies
in the Restaurants industry
Industry Median: 8.715 vs TSE:3097: 20.06

Monogatari  (TSE:3097) Return-on-Tangible-Equity Explanation

Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.


Be Aware

Net Income is used.

Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.


Monogatari Return-on-Tangible-Equity Related Terms


Monogatari Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Monogatari's Return-on-Tangible-Equity can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Monogatari Return-on-Tangible-Equity Chart

Monogatari Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 14.82 17.71 20.20 21.47 18.94

Monogatari Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Return-on-Tangible-Equity Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 19.76 16.95 20.70 18.24 24.83

TSE:3097 vs MCD, SBUX, YUM: Return-on-Tangible-Equity Comparison

For the Restaurants subindustry, Monogatari's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity 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.


Monogatari Return-on-Tangible-Equity vs Restaurants Industry

For the Restaurants industry and Consumer Cyclical sector, Monogatari's Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where Monogatari's Return-on-Tangible-Equity falls into.


TSE:3097
86GF Score
Monogatari Corp TSE:3097
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Monogatari Return-on-Tangible-Equity Calculation

Monogatari's annualized Return-on-Tangible-Equity for the fiscal year that ended in Jun. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=6157/( (28528+36491 )/ 2 )
=6157/32509.5
=18.94 %

Monogatari's annualized Return-on-Tangible-Equity for the quarter that ended in Dec. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Dec. 2025 )  (Q: Sep. 2025 )(Q: Dec. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Dec. 2025 )  (Q: Sep. 2025 )(Q: Dec. 2025 )
=6760/( (37624+36491)/ 2 )
=6760/37057.5
=18.24 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Dec. 2025) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of 18.24% mean?
Monogatari (TSE:3097) has a Return-on-Tangible-Equity of 18.24% as of Dec. 2025. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Monogatari and its competitors. This is near median its historical median of 17.39. Over the past decade, Monogatari's Return-on-Tangible-Equity has ranged from 2.64 to 21.47. According to the industry distribution chart, Monogatari ranks #100 out of 330 companies in the Restaurants industry, placing it in the top 30.3%.
Is Monogatari's Return-on-Tangible-Equity too high?
Monogatari's current Return-on-Tangible-Equity of 18.24% is near median its 10-year median of 17.39. Over the past 10 years, this metric has ranged from a low of 2.64 to a high of 21.47. The Restaurants industry median Return-on-Tangible-Equity is 8.72. Monogatari's value of 18.24% is 109.3% above this industry median. Based on the distribution chart, Monogatari ranks #100 out of 330 companies in the Restaurants industry, which is above the industry midpoint. Overall, Monogatari has a GF Score™ of 86/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Monogatari's Return-on-Tangible-Equity compare to MCD and SBUX?
According to the Restaurants industry distribution chart, Monogatari ranks #100 out of 330 companies for Return-on-Tangible-Equity. This puts Monogatari in the upper half of its industry. The industry median Return-on-Tangible-Equity is 8.72. Monogatari's value of 18.24% is 109.3% above this benchmark. Historically, Monogatari's own Return-on-Tangible-Equity has ranged from 2.64 to 21.47 over the past decade. While the company's 10-year median is 17.39 vs. the industry median of 8.72, Monogatari has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Return-on-Tangible-Equity for a Restaurants company?
The median Return-on-Tangible-Equity among Restaurants companies is 8.72, based on 330 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Monogatari's current Return-on-Tangible-Equity of 18.24% is 109.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Return-on-Tangible-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Monogatari and its competitors. For the Restaurants industry, the median Return-on-Tangible-Equity is 8.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Monogatari's current Return-on-Tangible-Equity is 18.24%, which is near median its own 10-year median of 17.39. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Monogatari stock overvalued right now?
Based on GuruFocus' analysis, Monogatari (TSE:3097) is currently considered Fairly Valued. The stock's GF Value™ is 円4,933.14, compared to a current price of 円5,130.00 — trading 4% above its estimated fair value. The current Return-on-Tangible-Equity is 18.24%, which is near median its 10-year median of 17.39 and 109.3% above the Restaurants industry median of 8.72. Monogatari's overall GF Score™ is 86/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For Monogatari (TSE:3097), the current Return-on-Tangible-Equity is 18.24% as of Dec. 2025. 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 Monogatari (TSE:3097) Overvalued in 2026?

Based on GuruFocus' analysis, Monogatari stock appears to be overvalued. The current stock price of 円5,130.00 is trading 4% above its estimated GF Value™ of 円4,933.14. GuruFocus considers Monogatari to be Fairly Valued.

Key valuation signals for TSE:3097:

  • Return-on-Tangible-Equity: 18.24% (near median its 10-year median of 17.39)
  • GF Value™: 円4,933.14 vs. price of 円5,130.00 (4% above fair value)
  • GF Score™: 86/100 with 5 warning signs
  • Industry Position: 109.3% above the Restaurants median (#100 of 330)

No single metric tells the full story. See the TSE:3097 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Monogatari Business Description

Address 5-7-11 Nishiiwata, Aichi Prefecture, Yubinbango, Toyohashi, JPN, 440 0831
Monogatari Corp is a Japanese company mainly engaged in the business of direct operation of restaurants and the management of franchise chains. The company operates stores in Japan and other countries. It offers okonomiyaki, grilled meat, noodles and other food items.
86GF Score

Get the complete analysis for TSE:3097

Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

円5,130.00
Price
円4,933.14
GF Value