| Valuation method | Value, ¥ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 3061.25 | 114 |
| Intrinsic value (DCF) | 59542.97 | 4058 |
| Graham-Dodd Method | 958.30 | -33 |
| Graham Formula | 7997.94 | 459 |
Oisix ra daichi Inc. (3182.T) is a leading Japanese e-commerce and food distribution company specializing in organic vegetables, additive-free processed foods, and premium agricultural products. Headquartered in Tokyo, the company operates multiple delivery services, including Oisix stores, Oitoku (regular discounted deliveries), Daichi wo mamorukai (organic household deliveries), and Tavelty (seasonal novelty packs). Founded in 1997, Oisix ra daichi has positioned itself as a pioneer in Japan's organic and sustainable food market, leveraging direct-to-consumer online sales and subscription-based models. Beyond retail, the company provides advertising, logistics, and omni-channel retailing solutions, enhancing its ecosystem in Japan's growing health-conscious consumer sector. With a market cap of ¥53.8 billion (as of latest data), Oisix ra daichi serves as a key player in Japan's consumer defensive sector, catering to demand for transparency and quality in food sourcing.
Oisix ra daichi presents a compelling investment case due to its strong positioning in Japan's organic and premium food market, supported by recurring revenue from subscription services. The company reported ¥148.4 billion in revenue and ¥4.1 billion in net income for FY 2024, with a diluted EPS of ¥112.7. Operating cash flow of ¥7.7 billion and a healthy cash position (¥29.6 billion) provide financial flexibility, though total debt of ¥51.7 billion warrants monitoring. The stock's beta of 1.232 suggests moderate volatility relative to the market. Risks include competitive pressures in Japan's crowded e-grocery sector and reliance on domestic consumer spending. However, its focus on sustainability and organic trends aligns with long-term consumer shifts, making it an attractive play on Japan's evolving food retail landscape.
Oisix ra daichi competes in Japan's premium and organic food distribution sector, differentiating itself through a vertically integrated supply chain and strong brand trust in quality. Its subscription-based models (Oitoku, Daichi wo mamorukai) enhance customer retention, while its omni-channel capabilities provide a competitive edge over traditional retailers. However, the company faces intense competition from larger e-commerce players and supermarket chains expanding into organic offerings. Its niche focus on additive-free and seasonal products creates a defensible moat, but scalability beyond urban centers remains a challenge. The company’s advertising and logistics services add B2B revenue streams, though margins may be pressured by Japan's high operational costs. Oisix ra daichi’s ability to maintain premium pricing and supplier relationships will be critical as competitors like Rakuten Seiyu and Aeon ramp up organic private-label offerings.