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Oisix ra daichi, Inc.
(3182)
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Rating:62Neutral
Price Target:
¥1,601.00
▲(7.23% Upside)
Action:Reiterated
Date:05/16/26
The score is driven primarily by mixed financial performance—strong FY2026 cash flow rebound but pressured margins and elevated leverage. Technicals are moderately positive with price above key short-to-mid-term averages, while valuation is supportive due to a low P/E, partly offset by a modest dividend yield.
Positive Factors
Recurring subscription DTC model
A subscription-centered DTC model builds predictable recurring revenue and higher customer lifetime value, supporting long-term cash visibility and retention. Durable repeat purchase behavior for meal kits and groceries underpins cross-sell potential and lowers unit acquisition cost versus one-off retail sales.
Negative Factors
Elevated leverage
Materially higher leverage reduces financial flexibility and increases vulnerability to earnings swings. With debt-to-equity near 1.7–1.8, interest and principal commitments can crowd investment and constrain turnaround capacity during profit softness, making multi-quarter recoveries riskier and costlier.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring subscription DTC model
A subscription-centered DTC model builds predictable recurring revenue and higher customer lifetime value, supporting long-term cash visibility and retention. Durable repeat purchase behavior for meal kits and groceries underpins cross-sell potential and lowers unit acquisition cost versus one-off retail sales.
Read all positive factors
Oisix ra daichi, Inc. (3182) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥54.31B
Dividend Yield0.52%
Average Volume (3M)198.61K
Price to Earnings (P/E)11.6
Beta (1Y)0.56
Revenue Growth-1.79%
EPS Growth27.43%
CountryJP
Employees11,456
SectorConsumer Cyclical
Sector Strength84
IndustryFood Distribution
Share Statistics
EPS (TTM)129.90
Shares Outstanding36,940,000
10 Day Avg. Volume226,640
30 Day Avg. Volume198,613
Financial Highlights & Ratios
PEG Ratio0.41
Price to Book (P/B)1.80
Price to Sales (P/S)0.20
P/FCF Ratio6.03
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)135.9
Revenue Forecast (FY)¥250.90B
Oisix ra daichi, Inc. Business Overview & Revenue Model
Company Description
Oisix ra daichi Inc. operates a direct-to-consumer business in Japan, selling a variety of organic produce, farm products, additive-free processed foods, and other culinary ingredients through online platforms and catalogs. The company offers thes...
How the Company Makes Money
Oisix ra daichi primarily makes money by selling food products directly to consumers via online ordering and recurring delivery programs. Its core revenue stream is the sale of meal kits and groceries (e.g., produce, meat/seafood, prepared foods, ...
Oisix ra daichi, Inc. Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
48
Neutral
Cash Flow
66
Positive
| Breakdown | Mar 2026 | Mar 2026 | Mar 2024 | Mar 2024 | Mar 2023 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 251.42B | 256.01B | 148.41B | 115.18B | 113.48B |
| Gross Profit | 73.91B | 75.21B | 61.85B | 55.44B | 54.55B |
| EBITDA | 13.62B | 13.26B | 10.29B | 5.03B | 6.49B |
| Net Income | 4.53B | 3.64B | 4.11B | 1.81B | 2.73B |
Balance Sheet | |||||
| Total Assets | 108.14B | 134.56B | 143.71B | 64.50B | 52.63B |
| Cash, Cash Equivalents and Short-Term Investments | 21.26B | 19.16B | 29.65B | 14.78B | 13.07B |
| Total Debt | 42.33B | 52.09B | 51.73B | 22.16B | 13.80B |
| Total Liabilities | 79.07B | 95.07B | 106.31B | 38.36B | 28.76B |
| Stockholders Equity | 27.36B | 30.46B | 29.09B | 24.60B | 22.13B |
Cash Flow | |||||
| Free Cash Flow | 8.18B | 944.00M | 5.56B | 4.08B | -1.27B |
| Operating Cash Flow | 9.28B | 3.50B | 7.18B | 5.31B | 924.00M |
| Investing Cash Flow | 2.06B | -11.59B | -10.62B | -12.10B | -3.21B |
| Financing Cash Flow | -9.20B | -2.42B | 18.07B | 8.23B | -264.00M |
Oisix ra daichi, Inc. Technical Analysis
Positive
1493.00
Price Trends
1472.60
Positive
1436.11
Positive
1501.80
Positive
Market Momentum
14.23
Negative
51.95
Neutral
65.65
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3182, the sentiment is Positive. The current price of 1493 is below the 20-day moving average (MA) of 1496.25, above the 50-day MA of 1472.60, and below the 200-day MA of 1501.80, indicating a bullish trend. The MACD of 14.23 indicates Negative momentum. The RSI at 51.95 is Neutral, neither overbought nor oversold. The STOCH value of 65.65 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:3182.
Oisix ra daichi, Inc. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
64 Neutral | ¥70.02B | 18.05 | ― | 1.48% | 6.71% | 32.45% | |
62 Neutral | ¥54.31B | 11.62 | ― | 0.52% | -1.79% | 27.43% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
60 Neutral | ¥14.64B | 4.92 | ― | 3.17% | 5.80% | 1.52% | |
58 Neutral | ¥12.01B | 10.17 | ― | 4.65% | 3.96% | 116.45% | |
57 Neutral | ¥121.30B | 26.32 | ― | 3.02% | 3.76% | -35.18% |
* Consumer Cyclical Sector Average
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Oisix ra daichi, Inc. Corporate Events
Oisix ra daichi Revises Mid-Term Targets After Portfolio Streamlining
May 14, 2026
Oisix ra daichi Inc. has updated its mid-term targets through the fiscal year ending March 31, 2030, following structural reforms triggered by the sale of its Vehicles and Other Businesses. The company is now focusing management resources on its c...
Oisix ra daichi Raises Dividend Target and Sets Broader Payout Range
May 14, 2026
Oisix ra daichi, Inc. has revised its shareholder return policy, raising its target consolidated dividend payout ratio from 15% to 20%, effective for the fiscal year ending March 31, 2027. The company also aims for a total payout ratio of 20% to 3...
Oisix ra daichi Lifts Year-End Dividend After Earnings Beat
May 14, 2026
Oisix ra daichi Inc. has approved a year-end dividend of 12 yen per share for the fiscal year ended March 31, 2026, raising the payout from its prior forecast of 8 yen and marking a significant increase from zero dividends in the previous fiscal y...
Oisix ra daichi Sets FY2025 Priorities and FY2026 Outlook Around Subscription Growth and Profitability
May 14, 2026
Oisix ra daichi has outlined key themes for fiscal 2025 and its fiscal 2026 outlook, highlighting topics such as its Oisix subscription course, average revenue per user and lifetime value metrics, and macro trends in the food delivery and food ser...
Oisix ra daichi Lifts Profit and Resumes Dividends Despite Slight Sales Dip
May 14, 2026
Oisix ra daichi reported fiscal 2026 consolidated net sales of ¥251.4 billion, down 1.8% year on year, but boosted operating profit by 6.9% to ¥7.3 billion and lifted profit attributable to owners of parent by 24.4% to ¥4.5 billion,...
Oisix ra daichi to Build U.S. B2B Washoku Platform With BentOn Acquisition
Apr 14, 2026
Oisix ra daichi’s U.S. subsidiary, Oisix Inc. (USA), will establish a wholly owned sub-subsidiary in May 2026 to acquire the Washoku business, including airline catering operations, from New York-based FUN BENTO INC. The new entity, led by C...
Oisix ra daichi Plans Rebrand to Oisix Inc. to Unify Growing Food Platform
Apr 1, 2026
Oisix ra daichi Inc. plans to change its trade name back to Oisix Inc., reflecting its evolution into a unified “Oisix Group” that integrates food delivery and food service businesses under a comprehensive food platform. The company ai...
Oisix ra daichi streamlines catering units in intra-group reorganization
Mar 31, 2026
Oisix ra daichi Inc. is reorganizing its group structure by transferring all shares of CRAZY KITCHEN Co., Ltd. to Bondish Co., Ltd., turning CK into a wholly owned subsidiary of Bondish and a sub-subsidiary of Oisix ra daichi. Both Bondish and CK ...
Oisix ra daichi Cancels 1.02 Million Treasury Shares to Optimize Capital Structure
Mar 30, 2026
Oisix ra daichi Inc. has completed the cancellation of a portion of its treasury stock, a move authorized by its Board of Directors under Japan’s Companies Act. The company’s share structure now consists of 36,940,000 shares issued, wi...
Oisix ra daichi to Merge SHiDAX Food Units in Streamlining Push
Mar 27, 2026
Oisix ra daichi Inc. will merge its wholly owned subsidiaries SHiDAX CONTRACT FOOD SERVICE CORPORATION and SHiDAX FOOD SERVICE CORPORATION in an absorption-type merger effective July 1, 2026. The surviving entity, SHiDAX CONTRACT FOOD, will be ren...
Oisix ra daichi to Cancel Treasury Shares and Tighten Stock Holding Policy
Mar 26, 2026
Oisix ra daichi Inc. will cancel 1,020,000 shares of its common stock, representing 2.69% of shares outstanding before the transaction, as part of its shareholder return strategy. After the cancellation on March 30, 2026, the company will have 36,...
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.