Obermatt

Mitsui

TYO:8031 · JP3893600001
Trading Companies & DistributorsXX-Large

360

3
EV / EBIT1
Price / Owner Earnings3
Owner Earnings Yield18
Dividend Yield69
Price/Sales35
EV / Gross Profit8
Price/Book48
Return on Capital8
Cash Return on Capital18
Return on Equity33
EBIT Margin15
Gross Profitability3
Cash Conversion17
Accruals13
Owner Earnings Margin18
Sales growth36
Profit Growth30
Long-Term EPS Growth44
Owner Earnings Growth6
Reinvestment5
Price momentum80
Debt load51
Refinancing28
Debt Payback3
Liquidity35
Analyst ratings39
Opinion Changes50
Price Target Upside92
Market mood100
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Mitsui clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryJapan
IndustryTrading Companies & Distributors
SizeXX-Large
TypePublic Company
ExchangeTSE
Founded1947
Employees3,227
Websitemitsui.com
ISINJP3893600001
Last UpdateApr 2, 2026
Themes
Clean EnergyBio-based and Renewable MaterialsUtility Scale SolarMarine TransportationDisposal and RecyclingCleanTechMining TechnologyOnshore and Offshore WindIndustrial AutomationBiofuelHydrogenEnergy StorageBiomass Energy

Description

Mitsui & Co., Ltd. (Mitsui) is a major Japanese trading and investment company, engaging in a diverse range of activities across various sectors globally. The company operates in areas such as mineral and metal resources, energy, machinery and infras…

Analysis

Story stock

Mitsui & Co., Ltd. trades at an expensive price on a weak set of business metrics, a combination we flag as a story stock.

On valuation, the picture is expensive. The owner-earnings multiple stands at 220.1×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 39% a year, against analyst forecasts of 7%. The market is pricing in far more than analysts expect: heroic expectations.

Growth is moderate; the safety picture is stretched. The company scores 8/20 on our value-creation score: creating some value.

Flags to be aware of: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
27
2023202420252026

All-time high

79

Jan 2023

All-time low

4

Jan 2025

Average rank

31

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
35
47
36
52
Price/Earnings
37
76
82
80
Price/Book
48
56
49
61
Dividend Yield
69
65
42
54
Value (overall)
34
45
26
53

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →