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7839.T Tokyo Stock Exchange Auto, Truck & Motorcycle Parts

Shoei Co Ltd

¥1 830,00
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JPY
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Mcap
86,9B JPY
P/E
EV / Rev
Div yield
3,24 %
Op margin
27,5 %
ROE
19,6 %
Net margin
19,5 %
Debt / equity
0,01
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Shoei Co Ltd designs, develops, and sells automotive parts and components, primarily for the motorcycle industry, with a focus on high-performance helmets and related safety equipment.

Business. Shoei Co Ltd (7839.T) is a Japanese manufacturer of auto, truck, and motorcycle parts, operating within the Consumer Cyclicals sector. The company is headquartered in Japan and is primarily listed on the Tokyo Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

Classification92 %
SectorConsumer Cyclicals
Business sectorAutomobiles & Auto Parts
IndustryAuto, Truck & Motorcycle Parts
ActivityAutomobiles
Generated · model-assisted
Sell-side consensus
HOLD3 analysts
1 buy2 hold0 sell
Avg 12m price target2 100,00

Analyst recommendations

3 analysts · consensus Hold
Buy1
Hold2
Sell0
12-month price target
2 100,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Hold
3 analysts · indicative
Ownership
not yet wired
Profitability
19,6 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 7839.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 7839.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Shoei Co Ltd (7839.T) is a Japanese manufacturer of auto, truck, and motorcycle parts, operating within the Consumer Cyclicals sector. The company is headquartered in Japan and is primarily listed on the Tokyo Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorAutomobiles & Auto Parts
    IndustryAuto, Truck & Motorcycle Parts
    ActivityAutomobiles
    AI synthesis
    GENERATED

    Shoei Co Ltd maintains a strong liquidity position, with a current ratio of 6.01 and cash and equivalents amounting to ¥19.94 billion, which significantly exceeds its total liabilities of ¥5.62 billion. The company's low debt-to-equity ratio of 0.01 indicates a conservative capital structure, with minimal reliance on long-term debt.

    Profitability metrics show that Shoei Co Ltd is performing well relative to industry standards. The company's return on equity (ROE) of 19.61% and return on assets (ROA) of 16.69% are both well above the typical thresholds for the automotive parts industry, indicating efficient use of equity and assets to generate profit.

    Geographically, Shoei Co Ltd's revenue is primarily concentrated in Japan, with a significant portion of its business tied to domestic motorcycle manufacturers. The company's exposure to international markets is limited, which may pose a risk in the event of domestic economic downturns or regulatory changes.

    The company's growth trajectory appears stable, with a revenue of ¥32.36 billion in the latest reporting period. While no specific growth rate is provided, the company's strong operating cash flow of ¥9.76 billion and free cash flow of ¥2.73 billion suggest a solid foundation for future expansion.

    Risk factors for Shoei Co Ltd include potential supply chain disruptions and competitive pressures within the motorcycle parts market. However, the company's low liquidity and dilution risk scores indicate that there are no immediate concerns regarding financial stability or shareholder dilution.

    Recent events, including analyst estimates and price targets, suggest a generally positive outlook for Shoei Co Ltd. The mean price target of ¥2,100.00 and median price target of ¥2,100.00 indicate that analysts expect the stock to appreciate, although the mean recommendation of 2.67 suggests a cautious approach, with no strong buy ratings.

    Key takeaways
    • Shoei Co Ltd has a strong liquidity position with a current ratio of 6.01 and significant cash reserves.
    • The company's profitability metrics, including ROE of 19.61% and ROA of 16.69%, are well above industry norms.
    • Revenue is primarily concentrated in Japan, which may pose a risk in the event of domestic economic downturns.
    • Analysts have a generally positive outlook, with a mean price target of ¥2,100.00.
    • The company's conservative capital structure and low debt-to-equity ratio of 0.01 indicate financial stability.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥1 830,00
    Market cap
    ¥86.89B
    Enterprise value
    ¥67.42B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    6.9x
    P / B
    2.7x
    P / Tangible book
    2.7x
    Tangible book
    ¥32.22B
    Net cash
    ¥19.47B
    Current ratio
    6.0
    Debt / equity
    0.0
    ROA
    16.7%
    ROE
    19.6%
    Cash conversion
    154.0%
    CapEx / revenue
    -4.2%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    124,45
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    3
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-16 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate124,45
    Revenueno estimateno estimate33,9B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution3 analysts
    Strong buy0
    Buy1
    Hold2
    Sell0
    Strong sell0
    12-month price target¥2 100,00 · Median ¥2 100,00
    Low ¥1 800,00High ¥2 400,00
    EPS surprise
    −3,4 %
    reported vs consensus · miss
    Revenue surprise
    −4,5 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥1 800,00
    Mean¥2 100,00
    Median¥2 100,00
    High¥2 400,00
    Spot¥1 830,00
    +14.8 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin27,5 %Best in class
    Net Margin19,5 %Best in class
    ROE19,6 %Best in class
    Capex / Rev-4,2 %Above median
    D/E0,01Above P75
    Cash Conv1,54Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • Shoei Co Ltd Market data — financials · 2026-05-27
    • Shoei Co Ltd Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Leadership

    • Naoki GodaPresident, Director

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    7839.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage