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Daiwa Cycle Co., Ltd. (JP:5888)
:5888
Japanese Market
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Daiwa Cycle Co., Ltd. (5888) AI Stock Analysis

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JP:5888

Daiwa Cycle Co., Ltd.

(5888)

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Outperform 75 (OpenAI - Gpt-5.6Sol)
Rating:75Outperform
Price Target:
¥3,157.00
▼(-13.39% Downside)
Action:Upgraded
Date:08/21/26
The score is driven primarily by strong financial performance (rapid growth, improving earnings, and a debt-free balance sheet) and supported by attractive valuation (low P/E and a reasonable dividend yield). Offsetting these positives, technical indicators are mixed with weaker medium-to-long trend signals and negative MACD, and cash-flow consistency remains a key operational watch-out.
Positive Factors
Strong Revenue Growth
The sustained revenue expansion indicates stronger market reach and store-level demand. Continued growth provides operating leverage and supports investment in the company’s bicycle retail, accessory, maintenance, and repair offerings.
Negative Factors
Volatile Cash Conversion
Uneven cash conversion means reported earnings may not translate reliably into funds available for expansion or shareholder returns. Working-capital swings and investment needs could constrain financial flexibility during growth.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Revenue Growth
The sustained revenue expansion indicates stronger market reach and store-level demand. Continued growth provides operating leverage and supports investment in the company’s bicycle retail, accessory, maintenance, and repair offerings.
Read all positive factors

Daiwa Cycle Co., Ltd. (5888) vs. iShares MSCI Japan ETF (EWJ)

Daiwa Cycle Co., Ltd. Business Overview & Revenue Model

Company Description
Daiwa Cycle Co.,Ltd. sells bicycles, and bicycles parts and accessories primarily in Japan. The company offers city, electric assist, children’s, girls, boys, kids, and mini cycles; sport and training bikes; and electric scooters. It also provides...
How the Company Makes Money
Daiwa Cycle primarily makes money through retail sales and service income generated at its bicycle stores. Key revenue streams include (1) sales of bicycles (including new bicycles and potentially category-specific models offered in-store), (2) sa...

Daiwa Cycle Co., Ltd. Financial Statement Overview

Summary
Strong and consistent revenue growth (¥11.5B in 2022 to ~¥21.1B in 2026) with materially improved profitability, supported by a conservative, debt-free balance sheet and rising equity. The main risk is uneven cash conversion and volatile operating cash flow despite positive free cash flow in 2023–2026.
Income Statement
82
Very Positive
Balance Sheet
90
Very Positive
Cash Flow
67
Positive
BreakdownTTMJan 2026Jan 2025Jan 2024Jan 2023Jan 2022
Income Statement
Total Revenue21.87B21.11B18.35B15.34B13.09B11.46B
Gross Profit9.30B9.01B7.97B6.58B5.61B4.81B
EBITDA1.66B1.63B1.53B939.36M720.25M324.39M
Net Income964.40M948.55M898.25M501.37M413.93M139.02M
Balance Sheet
Total Assets10.33B9.58B8.60B7.37B5.52B4.79B
Cash, Cash Equivalents and Short-Term Investments1.74B2.02B2.22B1.68B501.93M526.37M
Total Debt0.000.000.000.000.000.00
Total Liabilities3.78B3.27B3.07B2.62B2.31B1.99B
Stockholders Equity6.55B6.31B5.53B4.75B3.22B2.80B
Cash Flow
Free Cash Flow0.00254.97M862.03M423.46M158.99M-545.04M
Operating Cash Flow0.00732.26M1.15B687.87M377.28M-261.36M
Investing Cash Flow0.00-1.27B-495.00M-535.02M-403.68M-347.60M
Financing Cash Flow0.00-167.90M-122.15M1.03B0.00-13.35M

Daiwa Cycle Co., Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
79
Outperform
¥9.53B7.613.34%-1.38%1.69%
75
Outperform
¥8.02B8.302.41%13.70%1.25%
74
Outperform
¥14.57B17.821.13%-11.21%326.04%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
61
Neutral
¥5.39B11.452.85%9.28%-9.18%
58
Neutral
¥6.11B19.033.46%-4.43%
52
Neutral
¥10.47B-66.543.03%1.52%-207.24%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:5888
Daiwa Cycle Co., Ltd.
2,908.00
-1,195.11
-29.13%
JP:3140
BRUNO. Inc.
1,016.00
26.73
2.70%
JP:3377
BIKE-O & Co., Ltd.
386.00
-26.32
-6.38%
JP:7228
Daytona Corporation
4,045.00
221.83
5.80%
JP:7297
Car Mate Mfg. Co Ltd
866.00
34.24
4.12%
JP:7514
Himaraya Co., Ltd.
857.00
20.99
2.51%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 21, 2026