| Valuation method | Value, ¥ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 4373.42 | 3 |
| Intrinsic value (DCF) | 1751.32 | -59 |
| Graham-Dodd Method | 2365.09 | -44 |
| Graham Formula | 2504.81 | -41 |
Duskin Co., Ltd. (4665.T) is a diversified Japanese company operating in the consumer cyclical sector, specializing in care services, dust control, and food businesses. Headquartered in Osaka, Duskin provides rental services for sanitary management products like mats, mops, and air purifiers, catering to both residential and commercial customers. The company also offers professional cleaning, pest control, plant maintenance, and home repair services, alongside life care support for seniors. Additionally, Duskin operates in the food segment with bakery shops, pie specialty stores, and restaurants. With a market cap of ¥172.2 billion, Duskin has established a strong presence in Japan and internationally, leveraging its multi-faceted business model to serve diverse customer needs. The company’s integrated approach to hygiene, care services, and food retail positions it as a unique player in the furnishings, fixtures, and appliances industry.
Duskin Co., Ltd. presents a stable investment opportunity with its diversified revenue streams across care services, hygiene products, and food retail. The company’s low beta (0.196) suggests lower volatility compared to the broader market, appealing to risk-averse investors. However, its net income of ¥4.57 billion on ¥178.78 billion in revenue indicates modest profitability, with an EPS of ¥94.97. The dividend yield is attractive at ¥112 per share, supported by strong operating cash flow of ¥11.09 billion. Key risks include exposure to Japan’s aging population dynamics and competitive pressures in the food and hygiene sectors. Investors should weigh Duskin’s steady cash flow against its limited growth prospects in a mature market.
Duskin Co., Ltd. competes in niche markets where integration of services provides a competitive edge. Its rental and maintenance services for sanitary products differentiate it from pure-play hygiene or food companies. The company’s strength lies in its recurring revenue model from rental services and long-term care support, which stabilizes earnings. However, Duskin faces competition from specialized firms in each segment—cleaning services, food retail, and senior care. Its broad diversification could dilute focus, while smaller, agile competitors may outperform in specific niches. The company’s scale in Japan provides cost advantages, but international expansion remains limited. Duskin’s ability to cross-sell services (e.g., combining hygiene rentals with cleaning) strengthens customer retention, though innovation in food offerings lags behind dedicated restaurant chains. Capital expenditures (¥-6.36 billion) suggest ongoing investments, but these may not sufficiently counter rising competition in Japan’s saturated service sectors.