Investment Themes

The world of cycling, engine of soft mobility

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Investment Themes

Technological developments, especially in batteries, have helped to awaken a cycling market that had been quiet for several years. The Covid-19 pandemic has accelerated a fundamental move towards eco-friendly mobility and a healthier lifestyle.

Several of the major players in the sector are listed on the stock exchange. The list includes companies exposed to the cycle theme. Some are well-known, others are only known through their sub-brands. We have, as much as possible, excluded companies that have only a small part of their activity in cycling. This is the case with tire companies like Michelin, Continental, Pirelli, Bridgestone and others. The list includes a lot of Asian companies. You will find below a brief presentation of each group: - Shimano: No need to present the Japanese group, whose modules have been omnipresent on bikes for a long time. Rear derailleurs, brakes, wheels... Shimano is everywhere, even in electric motors. - Yamaha Motor: Known for its motorcycles, the Japanese is also one of the two main global suppliers of electric bike in the world. - Giant Manufacturing: The Taiwanese is the world's leading bicycle manufacturer. The group started as a third-party manufacturer before launching its range in 1981. - Fox Factory: The company operates in motor sports, but it is hard to miss its well-known bicycles. - Merida: The other Taiwanese cycling star is Giant’s global runner-up. It owns a little less than half of the capital of the American brand called Specialized. - Vista Outdoor: The Minnesota-based company owns dozens of brands, some of which are very well known in the world of cycling: Giro and Bell helmets, Blackburn, Copilot or Raskullz accessories. It also specializes in hunting, but that's another story. - Accell: Back in Europe with the Dutch company, better known through its brands Lapierre, Haibike, Koga, Raleigh or Ghost (to name but a few), or its XLC accessories. - Dorel: the Canadian group is active in three domains, juvenile products, furniture and bicycles. The latter includes brands such as Cannondale, GT, Fabric and Guru. Please note that this is a broad list and not a selection of stocks: it's up to you to apply your criteria to find the best deals of the moment.

Our selection

- - 175M -
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
12.41B +8.45%
Consumer Cyclical
Sporting & Outdoor Goods
886M -34.27%
- - 6.61B -
Consumer Cyclical
Bicycle Manufacturing
9.01B -24.64%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
590M -53.39%
Consumer Cyclical
Bicycle Manufacturing
917M -36.82%
Consumer Cyclical
Other Recreational Products
12.56M +6.15%
Consumer Cyclical
Motorcycles & Scooters
6.92B -20.58%
Consumer Cyclical
Other Recreational Products
1.21B -32.30%
Consumer Cyclical
Bicycle Manufacturing
374M -22.68%
Consumer Cyclical
Sporting Goods Stores
225M -12.20%
Consumer Cyclical
Other Toys & Juvenile Products
48.25M -53.98%
- - 730M -
- - 398M -
Consumer Cyclical
Bicycle Manufacturing
41.31M +51.70%
Consumer Cyclical
Bicycle Manufacturing
62.73M -26.84%
Consumer Cyclical
Bicycle Manufacturing
85.82M -13.72%
Consumer Cyclical
Other Auto & Truck Manufacturers
520M +6.40%
Consumer Cyclical
Bicycle Manufacturing
35.02M -26.22%
Consumer Cyclical
Bicycle Manufacturing
379M +46.49%
Consumer Cyclical
Bicycle Manufacturing
13.47M -27.29%
Consumer Cyclical
Other Recreational Products
7.71M +41.29%
- - 493M -

News of the components

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Calendar of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. The world of cycling, engine of soft mobility