Added to YB: 2026-10-16
Pitch date: 2026-10-14
8031.T [neutral]
Mitsui & Co., Ltd.
-0.47%
current return
Author Info
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Company Info
Mitsui & Co., Ltd. operates as trading company in Japan and internationally. It operates through Energy; Mobility, Digital & Infrastructure; Chemicals; Iron & Steel Products, Wellness Ecosystem; Innovation & Corporate Development; and All Other segments.
Market Cap
JPY 13.9T
Pitch Price
JPY 4.9K
Price Target
6.2K (+27%)
Dividend
2.85%
EV/EBITDA
14.38
P/E
14.98
EV/Sales
1.27
Sector
Trading Companies and Distributors
Category
value
Mitsui & Co.: Investing in the Infrastructure of the Global Economy
8031.T (hold): Mitsui’s investment case rests on capital allocation across essential global supply chains: iron-ore profit nearly tripled over a decade of flat prices as capacity expanded and costs fell. At ¥4,910, however, the shares trade at 13.3x forward earnings with a 2.72% yield and just 2.9% upside to a ¥5,051 blended value. Heavy investment, including Rhodes Ridge, makes returns and cash conversion the key risks; the current price supports holding, not rushing to buy.
Read full article (7 min)