Mitsui Fudosan Co Ltd (JP:8801)
:8801
Top Page
Mitsui Fudosan Co
(8801)
Select Model
Select Model
Rating:78Outperform
Price Target:
¥2,220.00
▲(26.64% Upside)
Action:ReiteratedDate:11/15/25
Mitsui Fudosan Co's strong financial performance is the primary driver of its stock score, reflecting robust revenue and profit growth. Technical analysis indicates strong momentum, though caution is advised due to overbought signals. Valuation metrics suggest the stock is fairly priced, with a reasonable P/E ratio and a modest dividend yield. The absence of earnings call and corporate events data does not impact the score.
Positive Factors
Diversified multi-stream model
A broad mix of leasing, development, management and logistics/hospitality creates multiple durable cash sources. This diversification reduces reliance on any single cycle, supports recurring rental income and fee growth, and enables portfolio mix shifts to preserve cash generation over time.
Negative Factors
Elevated leverage
Notable total debt raises structural interest and refinancing exposure for a developer/operator. Higher leverage can constrain strategic flexibility, increase sensitivity to rate rises, and amplify downturn impacts on cash flow and credit metrics across the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Diversified multi-stream model
A broad mix of leasing, development, management and logistics/hospitality creates multiple durable cash sources. This diversification reduces reliance on any single cycle, supports recurring rental income and fee growth, and enables portfolio mix shifts to preserve cash generation over time.
Read all positive factors
Mitsui Fudosan Co (8801) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥4.82T
Dividend Yield1.86%
Average Volume (3M)9.38M
Price to Earnings (P/E)18.1
Beta (1Y)0.88
Revenue Growth18.31%
EPS Growth71.89%
CountryJP
Employees25,593
SectorReal Estate
Sector Strength53
IndustryReal Estate - Diversified
Share Statistics
EPS (TTM)24.55
Shares Outstanding2,755,914,600
10 Day Avg. Volume8,706,250
30 Day Avg. Volume9,382,900
Financial Highlights & Ratios
PEG Ratio1.32
Price to Book (P/B)1.18
Price to Sales (P/S)1.41
P/FCF Ratio11.32
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥2,271.64Price Target Upside29.59% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering10
EPS Forecast (FY)99.76
Revenue Forecast (FY)¥2.68T
Mitsui Fudosan Co Business Overview & Revenue Model
Company Description
Mitsui Fudosan Co., Ltd. operates as a real estate company in Japan. It operates through four segments: Leasing, Property Sales, Management, and Other. The Leasing segment leases office buildings and commercial facilities, and other properties. Th...
How the Company Makes Money
Mitsui Fudosan primarily makes money through a multi-stream real estate model spanning development, ownership/operation, and services. (1) Leasing/operations income: A core earnings pillar is recurring revenue from leasing space in properties it o...
Mitsui Fudosan Co Earnings Call Summary
Earnings Call Date:Feb 07, 2025
(Q3-2024)
| % Change Since: |
Next Earnings Date:May 08, 2026
Earnings Call Sentiment Positive
The earnings call detailed significant achievements including record highs in various financial metrics, an upward revision of forecasts, and strong performance in segments such as leasing and overseas operations. However, the call also highlighted challenges such as increased interest burden and a decline in property sales to investors. Despite these issues, the positive highlights overshadow the lowlights, indicating overall strong financial health and performance.Positive Updates
Record Highs in Key Financial Metrics
Achieved new record highs for 9-month third quarter in sales, operating income, ordinary income, and profit attributable to owners. Second consecutive record for operating income and third for net profit.
Negative Updates
Interest Burden Increase
Interest burden under net interest income and expense increased by JPY 17.6 billion year-on-year due to rising U.S. interest rates.
Read all updates
Q3-2024 Updates
Positive
Negative
Record Highs in Key Financial Metrics
Achieved new record highs for 9-month third quarter in sales, operating income, ordinary income, and profit attributable to owners. Second consecutive record for operating income and third for net profit.
Read all positive updates
Company Guidance
During the third quarter earnings call for Mitsui Fudosan, Executive Manager Atsuro Uchida highlighted several key metrics reflecting the company's strong financial performance and revised forecasts. The company achieved record highs in sales, operating income, ordinary income, and profit attributable to owners of the parent for the nine-month period, with operating revenue reaching JPY 1.699 trillion, a 4.5% increase year-on-year. Operating income rose by 15% to JPY 245.2 billion, while ordinary income increased by 7.3% to JPY 199.7 billion. Profit attributable to owners of the parent grew by 13.1% to JPY 166.4 billion. The company also revised its full-year forecasts, raising ordinary income from JPY 255 billion to JPY 265 billion and profit attributable to owners of the parent from JPY 215 billion to JPY 220 billion. Additionally, the full-year dividend per share guidance was increased to JPY 72 from JPY 70, signaling confidence in continued strong performance. The call also detailed segment results, with notable improvements in the Leasing and Facility Operations segments, and discussed the impact of foreign exchange rates on the balance sheet. Overall, Mitsui Fudosan demonstrated robust progress toward its financial targets, underpinned by strategic investments and favorable market conditions.Mitsui Fudosan Co Financial Statement Overview
Summary
Income Statement
85
Very Positive
Balance Sheet
78
Positive
Cash Flow
82
Very Positive
| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 2.80T | 2.63T | 2.38T | 2.27T | 2.10T | 2.01T |
| Gross Profit | 692.16B | 635.13B | 593.13B | 526.68B | 450.44B | 397.92B |
| EBITDA | 569.22B | 513.25B | 473.42B | 430.70B | 356.48B | 301.97B |
| Net Income | 308.01B | 248.80B | 224.65B | 197.00B | 176.99B | 129.58B |
Balance Sheet | ||||||
| Total Assets | 9.75T | 9.86T | 9.49T | 8.84T | 8.21T | 7.74T |
| Cash, Cash Equivalents and Short-Term Investments | 234.28B | 164.17B | 184.28B | 144.26B | 156.23B | 199.64B |
| Total Debt | 4.52T | 4.42T | 4.43T | 4.05T | 3.67T | 3.62T |
| Total Liabilities | 6.43T | 6.59T | 6.25T | 5.81T | 5.29T | 5.09T |
| Stockholders Equity | 3.21T | 3.15T | 3.11T | 2.90T | 2.80T | 2.56T |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 327.77B | 20.87B | -65.04B | 29.90B | -88.47B |
| Operating Cash Flow | 0.00 | 599.25B | 241.70B | 297.71B | 271.47B | 187.86B |
| Investing Cash Flow | 0.00 | -320.06B | -368.11B | -421.68B | -202.19B | -123.36B |
| Financing Cash Flow | 0.00 | -271.28B | 141.11B | 111.09B | -147.47B | -74.24B |
Mitsui Fudosan Co Technical Analysis
Negative
1753.00
Price Trends
1920.62
Negative
1842.24
Negative
1668.02
Positive
Market Momentum
-58.28
Positive
35.04
Neutral
12.96
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:8801, the sentiment is Negative. The current price of 1753 is below the 20-day moving average (MA) of 1925.12, below the 50-day MA of 1920.62, and above the 200-day MA of 1668.02, indicating a neutral trend. The MACD of -58.28 indicates Positive momentum. The RSI at 35.04 is Neutral, neither overbought nor oversold. The STOCH value of 12.96 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:8801.
Mitsui Fudosan Co Peers Comparison
UnderperformOutperform
Sector (65)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | ¥990.50B | 25.41 | 11.06% | 2.88% | 11.00% | 88.70% | |
78 Outperform | ¥4.82T | 18.13 | 10.15% | 1.86% | 18.31% | 71.89% | |
74 Outperform | ¥1.23T | 9.43 | 19.43% | 5.16% | 5.16% | 6.00% | |
72 Outperform | ¥1.19T | 9.44 | 19.60% | 1.94% | 3.13% | 11.87% | |
71 Outperform | ¥5.45T | 11.76 | 7.67% | 1.18% | 7.97% | 13.59% | |
65 Neutral | $2.17B | 12.19 | 3.79% | 4.94% | 3.15% | 1.96% | |
63 Neutral | ¥158.35B | 20.44 | 8.95% | 3.39% | 28.94% | 109.35% |
* Real Estate Sector Average
JP:8801
Mitsui Fudosan Co
1,753.00
364.04
26.21%
JP:1878
Daito Construction
3,576.00
528.86
17.36%
JP:8802
Mitsubishi Estate Company
4,559.00
2,023.64
79.82%
JP:3288
Open House Co
10,215.00
4,560.26
80.64%
JP:3289
Tokyu Fudosan Holdings
1,377.00
352.23
34.37%
JP:8803
Heiwa Real Estate Co., Ltd.
2,390.00
23.23
0.98%
Mitsui Fudosan Co Corporate Events
Mitsui Fudosan Completes ¥57 Billion Share Buyback Program
Mar 10, 2026
Mitsui Fudosan Co., Ltd. has completed a share repurchase program authorized by its board in November 2025, buying back 8,316,300 common shares on the Tokyo Stock Exchange between March 1 and March 9, 2026, for a total of about ¥16.39 billion...
Mitsui Fudosan Advances Share Buyback, Repurchasing Over 22 Million Shares
Mar 2, 2026
Mitsui Fudosan reported progress on its ongoing share repurchase program, buying back 5,786,800 common shares on the open market of the Tokyo Stock Exchange between February 1 and February 28, 2026, for a total of about ¥11.48 billion. The pu...
Mitsui Fudosan to Cancel 26.3 Million Treasury Shares, Reducing Shares Outstanding
Feb 6, 2026
Mitsui Fudosan Co., Ltd. has resolved at its board meeting on February 6, 2026 to cancel 26,275,200 of its treasury shares, representing 0.94% of its issued shares, with the cancellation scheduled for February 27, 2026. The shares to be cancelled ...
Mitsui Fudosan Hits Record Q3 Earnings and Raises Full-Year Forecasts
Feb 6, 2026
Mitsui Fudosan reported record-high third-quarter cumulative results for the fiscal year ended March 2024, with revenue from operations, operating income, business income, ordinary income and net income all rising significantly year-on-year. Each ...
Mitsui Fudosan Lifts Nine-Month Profit 53% and Raises Full-Year Outlook
Feb 6, 2026
Mitsui Fudosan reported strong consolidated results for the nine months ended December 31, 2025, with revenue from operations rising 18.2% year on year to ¥1,981.8 billion and operating income jumping 37.2% to ¥302.6 billion. Business in...
Mitsui Fudosan Advances Share Buyback, Reaches ¥29.1 Billion in Repurchases
Feb 2, 2026
Mitsui Fudosan has continued its share repurchase program, buying back 9,843,400 common shares on the Tokyo Stock Exchange between January 1 and January 31, 2026, for a total of ¥17.7 billion. This brings cumulative buybacks under the Novembe...
Mitsui Fudosan Reports Progress on ¥57 Billion Share Buyback Program
Jan 5, 2026
Mitsui Fudosan has reported progress on its ongoing share repurchase program, buying back 6,381,400 common shares on the Tokyo Stock Exchange between December 1 and December 31, 2025, at a total cost of approximately ¥11.42 billion. This repu...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.