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Itochu

TYO:8001 · JP3143600009
Trading Companies & DistributorsXX-Large

360

55
EV / EBIT17
Price / Owner Earnings75
Owner Earnings Yield92
Dividend Yield49
Price/Sales63
EV / Gross Profit46
Price/Book44
Return on Capital27
Cash Return on Capital65
Return on Equity67
EBIT Margin25
Gross Profitability25
Cash Conversion29
Accruals54
Owner Earnings Margin84
Sales growth25
Profit Growth36
Long-Term EPS Growth36
Owner Earnings Growth81
Reinvestment67
Price momentum44
Debt load35
Refinancing49
Debt Payback54
Liquidity53
Analyst ratings60
Opinion Changes58
Price Target Upside88
Market mood72
Value Creation12/20creating 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

Itochu 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
Founded1949
Employees979
Websiteitochu.co.jp
ISINJP3143600009
Last UpdateApr 2, 2026
Indices
Nikkei 225 (Japan)TOPIX 100 (Japan)
Themes
BiofuelEnergy StorageOnshore and Offshore WindAnaerobic DigestionUtility Scale SolarClean EnergyDisposal and RecyclingCleanTechBiomass EnergyConsumer GoodsEnergyManufacturingMineralTextiles

Description

ITOCHU Corporation engages in trading and importing/exporting various products worldwide. The company operates through Textile, Machinery, Metals & Minerals, Energy & Chemicals, Food, General Products & Realty, and ICT & Financial Business segments…

Analysis

Middle-of-the-road

ITOCHU Corporation sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

On valuation, the picture is attractive. The owner-earnings multiple stands at 11.2×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around -2% a year, against analyst forecasts of 6%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is adequate. The company scores 12/20 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
29
2023202420252026

All-time high

31

Mar 2026

All-time low

4

Jan 2023

Average rank

18

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
63
46
47
53
Price/Earnings
58
70
62
83
Price/Book
44
29
26
40
Dividend Yield
49
51
53
68
Value (overall)
54
29
21
50

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 →