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MARKETS CLOSED · LAST TRADE Thu 03:23 UTC
893357

Ideal Bike Corp

Recreational ProductsVerified
Score breakdown
Sentiment+27Risk penalty-3Missing signals-3
Quality breakdown
Key fields100Profile38Conclusion98AI synthesis40Observations3

Ideal Bike Corp's capital structure is marked by a debt-to-equity ratio of 1.01, indicating a balanced but leveraged position relative to its equity base [doc:8933.TWO-VALUATION-2023]. The company's liquidity is assessed as medium, with a current ratio of 1.57, suggesting it can cover short-term obligations but with limited buffer [doc:8933.TWO-VALUATION-2023]. Free cash flow is negative at -413.74 million TWD, and operating cash flow is also negative at -49.64 million TWD, signaling cash flow constraints [doc:8933.TWO-FINANCIAL-2023]. Profitability metrics are sharply negative, with a return on equity of -26.76% and a return on assets of -11.71%, both well below the industry median for recreational products [doc:8933.TWO-VALUATION-2023]. The company reported a net loss of 452.69 million TWD, with operating income also in the red at -433.15 million TWD [doc:8933.TWO-FINANCIAL-2023]. These figures suggest a significant underperformance relative to industry peers and a lack of operational efficiency. The company's revenue is concentrated in the OEM segment, which dominates its business model, and it distributes products across multiple geographies, including the United States, the United Kingdom, and Germany [doc:8933.TWO-10K-2023]. However, the financial snapshot does not provide segment-specific revenue breakdowns, limiting visibility into geographic or product concentration risks [doc:8933.TWO-FINANCIAL-2023]. Growth trajectory is uncertain, with no clear revenue growth indicators in the latest financials. The company's revenue for the period was 2.19 billion TWD, but the absence of prior-year data prevents a year-over-year comparison [doc:8933.TWO-FINANCIAL-2023]. The outlook for the current and next fiscal years is not explicitly provided, but the negative operating and free cash flows suggest a challenging near-term environment [doc:8933.TWO-VALUATION-2023]. Risk factors include liquidity constraints, as the company has negative net cash after subtracting total debt, and a high debt load relative to equity [doc:8933.TWO-RISK-2023]. Dilution risk is assessed as low, with no significant dilution potential identified in the latest filings [doc:8933.TWO-RISK-2023]. The company's capital structure and cash flow challenges are likely to remain key concerns for investors. Recent events include the filing of a 10-K report for 2023, which disclosed the company's financial underperformance and operational challenges [doc:8933.TWO-10K-2023]. No recent earnings call transcripts or press releases were provided in the input data, limiting insight into management's strategic response to the current financial situation [doc:8933.TWO-10K-2023].

Profile
CompanyIdeal Bike Corp
Ticker8933.TWO
SectorConsumer Cyclicals
BusinessCyclical Consumer Products
Industry groupCyclical Consumer Products
IndustryRecreational Products
AI analysis

Business. Ideal Bike Corp designs, manufactures, and sells bicycles and related components, primarily operating through the original equipment manufacturer (OEM) segment and other product lines, with key markets in the United States, the United Kingdom, Taiwan, Japan, Germany, and other countries [doc:8933.TWO-10K-2023].

Classification. Ideal Bike Corp is classified under the Consumer Cyclicals economic sector, specifically in the Cyclical Consumer Products business sector and the Recreational Products industry, with a confidence level of 0.92 [doc:8933.TWO--2023].

Ideal Bike Corp's capital structure is marked by a debt-to-equity ratio of 1.01, indicating a balanced but leveraged position relative to its equity base [doc:8933.TWO-VALUATION-2023]. The company's liquidity is assessed as medium, with a current ratio of 1.57, suggesting it can cover short-term obligations but with limited buffer [doc:8933.TWO-VALUATION-2023]. Free cash flow is negative at -413.74 million TWD, and operating cash flow is also negative at -49.64 million TWD, signaling cash flow constraints [doc:8933.TWO-FINANCIAL-2023]. Profitability metrics are sharply negative, with a return on equity of -26.76% and a return on assets of -11.71%, both well below the industry median for recreational products [doc:8933.TWO-VALUATION-2023]. The company reported a net loss of 452.69 million TWD, with operating income also in the red at -433.15 million TWD [doc:8933.TWO-FINANCIAL-2023]. These figures suggest a significant underperformance relative to industry peers and a lack of operational efficiency. The company's revenue is concentrated in the OEM segment, which dominates its business model, and it distributes products across multiple geographies, including the United States, the United Kingdom, and Germany [doc:8933.TWO-10K-2023]. However, the financial snapshot does not provide segment-specific revenue breakdowns, limiting visibility into geographic or product concentration risks [doc:8933.TWO-FINANCIAL-2023]. Growth trajectory is uncertain, with no clear revenue growth indicators in the latest financials. The company's revenue for the period was 2.19 billion TWD, but the absence of prior-year data prevents a year-over-year comparison [doc:8933.TWO-FINANCIAL-2023]. The outlook for the current and next fiscal years is not explicitly provided, but the negative operating and free cash flows suggest a challenging near-term environment [doc:8933.TWO-VALUATION-2023]. Risk factors include liquidity constraints, as the company has negative net cash after subtracting total debt, and a high debt load relative to equity [doc:8933.TWO-RISK-2023]. Dilution risk is assessed as low, with no significant dilution potential identified in the latest filings [doc:8933.TWO-RISK-2023]. The company's capital structure and cash flow challenges are likely to remain key concerns for investors. Recent events include the filing of a 10-K report for 2023, which disclosed the company's financial underperformance and operational challenges [doc:8933.TWO-10K-2023]. No recent earnings call transcripts or press releases were provided in the input data, limiting insight into management's strategic response to the current financial situation [doc:8933.TWO-10K-2023].
Key takeaways
  • Ideal Bike Corp is operating at a significant loss, with a net income of -452.69 million TWD and a return on equity of -26.76%.
  • The company's capital structure is highly leveraged, with a debt-to-equity ratio of 1.01 and negative free cash flow of -413.74 million TWD.
  • Revenue is concentrated in the OEM segment, with geographic exposure to the United States, the United Kingdom, and Germany.
  • The company's liquidity is assessed as medium, with a current ratio of 1.57 and negative net cash after subtracting total debt.
  • No significant dilution risk is identified, but the company's financial underperformance and cash flow constraints remain key concerns.
  • # RATIONALES
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  • {
Financial snapshot
PeriodHA-latest
CurrencyTWD
Revenue$2.19B
Gross profit-$66.3M
Operating income-$433.1M
Net income-$452.7M
R&D
SG&A
D&A
SBC
Operating cash flow-$49.6M
CapEx-$17.9M
Free cash flow-$413.7M
Total assets$3.87B
Total liabilities$2.18B
Total equity$1.69B
Cash & equivalents
Long-term debt$1.72B
Annual history (last 5)
PeriodRevenueOp IncomeNet IncomeFCF
FY0
FY-1
FY-2
FY-3
FY-4
PeriodGross %Op %Net %FCF %
FY0
FY-1
FY-2
FY-3
FY-4
PeriodAssetsEquityCashDebt
FY0
FY-1
FY-2
FY-3
FY-4
PeriodOCFCapExFCFSBC
FY0
FY-1
FY-2
FY-3
FY-4
Quarterly history (last 4)
PeriodRevenueOp IncomeNet IncomeFCF
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
PeriodGross %Op %Net %FCF %
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
PeriodAssetsEquityCashDebt
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
PeriodOCFCapExFCFSBC
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
Valuation
Market price
Market cap
Enterprise value
P/E
Reported non-GAAP P/E
EV/Revenue
EV/Op income
EV/OCF
P/B
P/Tangible book
Tangible book$1.69B
Net cash-$1.72B
Current ratio1.6
Debt/Equity1.0
ROA-11.7%
ROE-26.8%
Cash conversion11.0%
CapEx/Revenue-0.8%
SBC/Revenue
Asset intensity
Dilution ratio0.0%
Risk assessment
Dilution riskLow
Liquidity riskMedium
  • Net cash is negative after subtracting total debt.
Industry benchmarks
Activity: Recreational Products · cohort 1 companies
Metric8933Activity
Op margin-19.7%-0.8% medp25 -0.8% · p75 -0.8%bottom quartile
Net margin-20.6%-2.6% medp25 -2.6% · p75 -2.6%bottom quartile
Gross margin-3.0%24.3% medp25 17.6% · p75 36.7%bottom quartile
R&D / revenue3.1% medp25 3.1% · p75 3.1%
CapEx / revenue-0.8%3.1% medp25 3.1% · p75 3.1%bottom quartile
Debt / equity101.0%111.1% medp25 111.1% · p75 111.1%bottom quartile
Source data
Underlying data the analysis-pipeline pulls and audits. Fetch timestamps + content hashes show when each source was last refreshed.
Company fundamentalsperiod FQ-7 · history via verified-market-data
no public URL
2026-05-04 03:55 UTC#ac81a0f9
Market quoteclose TWD 6.00 · shares 0.33B diluted
no public URL
2026-05-04 03:45 UTC#270073e1
Source: analysis-pipeline (hybrid)Generated: 2026-05-04 03:57 UTCJob: 7060f119