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MonogatariTSE:3097 -1.35%86 ROE % is 16.58% as of Dec. 2025, which is 3% below its 10-year median of 17.04. 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 342 Restaurants companies, Monogatari ranks better than 77.19% on this metric.
ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Monogatari's annualized net income for the quarter that ended in Dec. 2025 was 円6,760 Mil. Monogatari's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was 円40,781 Mil. Therefore, Monogatari's annualized ROE % for the quarter that ended in Dec. 2025 was 16.58%.
The historical rank and industry rank for Monogatari's ROE % or its related term are showing as below:
TSE:3097'
s ROE % Range Over the Past 10 Years
Min: 2.6 Med: 17.04 Max: 20.81
Current: 18.47
During the past 13 years, Monogatari's highest ROE % was 20.81%. The lowest was 2.60%. And the median was 17.04%.
TSE:3097's ROE % is ranked better than 77.19% of 342
companies
in the Restaurants industry
Industry Median: 6.45
vs TSE:3097: 18.47
Monogatari (TSE:3097) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is four times the quarterly (Dec. 2025) net income data. The Revenue data used here is four times the quarterly (Dec. 2025) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % 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 ROE %s can be extremely high.
Monogatari ROE % Related Terms
Monogatari ROE % Historical Data
* Premium members only.
The historical data trend for Monogatari's ROE % 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.
For the Restaurants subindustry, Monogatari's ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Restaurants Industry
For the Restaurants industry and Consumer Cyclical sector, Monogatari's ROE % distribution charts can be found below:
* The bar in red indicates where Monogatari's ROE % falls into.
* 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 ROE %, the net income of the last fiscal year and the average total shareholder 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.
ROE % is displayed in the 30-year financial page.
Monogatari (TSE:3097) has a ROE % of 16.58% as of Dec. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Monogatari and its competitors. This is near median its historical median of 17.04. Over the past decade, Monogatari's ROE % has ranged from 2.60 to 20.81. According to the industry distribution chart, Monogatari ranks #78 out of 342 companies in the Restaurants industry, placing it in the top 22.8%.
Is Monogatari's ROE % too high?
Monogatari's current ROE % of 16.58% is near median its 10-year median of 17.04. Over the past 10 years, this metric has ranged from a low of 2.60 to a high of 20.81. The Restaurants industry median ROE % is 6.45. Monogatari's value of 16.58% is 157.1% above this industry median. Based on the distribution chart, Monogatari ranks #78 out of 342 companies in the Restaurants industry, which is in the top quartile — a strong position relative to peers. 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 ROE % compare to MCD and SBUX?
According to the Restaurants industry distribution chart, Monogatari ranks #78 out of 342 companies for ROE %. This places Monogatari in the top 23% of its industry — outperforming the majority of peers. The industry median ROE % is 6.45. Monogatari's value of 16.58% is 157.1% above this benchmark. Historically, Monogatari's own ROE % has ranged from 2.60 to 20.81 over the past decade. While the company's 10-year median is 17.04 vs. the industry median of 6.45, 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 ROE % for a Restaurants company?
The median ROE % among Restaurants companies is 6.45, based on 342 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Monogatari's current ROE % of 16.58% is 157.1% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Monogatari and its competitors. For the Restaurants industry, the median ROE % is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Monogatari's current ROE % is 16.58%, which is near median its own 10-year median of 17.04. 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 ROE % is 16.58%, which is near median its 10-year median of 17.04 and 157.1% above the Restaurants industry median of 6.45. 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 ROE % calculated?
ROE % is calculated from a company's financial statements. For Monogatari (TSE:3097), the current ROE % is 16.58% 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:
ROE %: 16.58% (near median its 10-year median of 17.04)
GF Value™: 円4,933.14 vs. price of 円5,130.00 (4% above fair value)
Industry Position: 157.1% above the Restaurants median (#78 of 342)
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 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
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