McDonald's Holdings Company (Japan), Ltd. — Cyborg Score 7/10
Solid
Quick Service Restaurants / Fast Food
Strategic Profile
The company pays royalties for licensed rights and provides sub-licenses for its know-how and trademarks to franchisees operating its franchise restaurants, from whom it earns royalty income. As the exclusive McDonald's operator in Japan, it maintains a strong market position with stable cash flows and reliable dividend income.
Cyborg Score Rationale
The company demonstrated revenue growth of 6.15% to ¥405.48 billion in 2024, with earnings increasing 27.02% to ¥31.96 billion. Stable dividends and low volatility position it as a reliable consumer discretionary play in Japan's mature market.
Top Insights
Revenue grew 6.15% to ¥405.48B in 2024 with earnings up 27.02% to ¥31.96B
Latest quarterly net income of ¥10.20B represents 11.13% growth year-over-year
Dividend yield of 0.79% in 2024 with conservative 20.38% payout ratio, down from 22.19% prior year
Stock has appreciated 17.53% over the past year with low volatility (1.03%)
Named Competitors
Yoshinoya — Japanese fast food chain specializing in gyudon rice bowls
Mos Burger — Japanese hamburger chain with premium positioning
MOS Food Services — Competitor QSR operator in Japan
Recent Developments
(February 2026) Trading near ¥6,840-6,900 with analyst target of ¥7,800 representing 13% upside potential
(January 2026) Market capitalization approximately ¥906-917 billion