Mitsui Fudosan Co (8801) AI Stock Analysis

• Market Cap: $4.42T
• Dividend Yield: 1.89%
• Average Volume (3M): 7.51M
• Price to Earnings (P/E): 14.3
• Beta (1Y): 0.88
• Revenue Growth: 18.31%
• EPS Growth: 71.89%
• Country: JP
• Employees: 25,593
• Sector: Real Estate
• Sector Strength: 53
• Industry: Real Estate - Diversified
• EPS (TTM): 10.07
• Shares Outstanding: 2,782,189,700
• 10 Day Avg. Volume: 8,146,460
• 30 Day Avg. Volume: 7,513,950
• PEG Ratio: 1.32
• Price to Book (P/B): 1.18
• Price to Sales (P/S): 1.41
• P/FCF Ratio: 11.32
• Enterprise Value/Market Cap: 1.87
• Enterprise Value/Revenue: 2.96
• Enterprise Value/Gross Profit: 11.95
• Enterprise Value/Ebitda: 14.53
• 1Y Price Target: $1,818.46
• Price Target Upside: 9.64% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 2
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 76 Outperform
• Price Target: ¥1,780.00 ▲(7.33% Upside)

Mitsui Fudosan Co's strong financial performance is the primary driver of its stock score, reflecting robust revenue growth and profitability. Technical analysis indicates potential short-term weakness, but longer-term trends remain supportive. The valuation is reasonable, offering a balanced investment opportunity in the diversified real estate sector.

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. The Property Sales segment is involved in the sale of condominiums and detached housing to individuals; and rental housing and office buildings and other to investors. The Management segment engages in the property management and brokerage and asset management businesses. The Other segment engages in the housing construction and renovation business; and housing related material sales business. The company also offers car park leasing services; and operates hotels, golf courses, and resort facilities. In addition, it engages in the renewal work for offices and retail facilities; and electricity transmission and distribution and heat supply businesses, as well as operates as a retailer of flowers and ornamental plants, seeds, and other gardening products. The company was founded in 1941 and is headquartered in Tokyo, Japan.

How the Company Makes Money

Mitsui Fudosan generates revenue through several key streams, including leasing income from its extensive portfolio of commercial and residential properties, sales of developed properties, and real estate management services. The company earns significant income from its commercial properties, which include office buildings, retail spaces, and hotels. Additionally, Mitsui Fudosan engages in residential development, selling condominiums and single-family homes. The company also benefits from partnerships and joint ventures with various stakeholders in the real estate sector, enhancing its reach and operational capabilities. Economic factors such as demand for housing, urban development trends, and the overall performance of the real estate market significantly influence its earnings.

Mitsui Fudosan Co Financial Statement Overview

Summary

Mitsui Fudosan Co presents solid financial health with strong revenue and profit growth, efficient operations, and a stable financial structure. Despite a high level of debt, the company is on a positive financial trajectory.

Income Statement

Mitsui Fudosan demonstrates strong financial performance with a consistent increase in total revenue over the years, reflecting robust revenue growth rates. The company's gross profit margin and net profit margin have improved, indicating enhanced profitability. Margins, such as EBIT and EBITDA, have also shown positive trends, signifying operational efficiency. Overall, the income statement shows a healthy growth trajectory and profitability, with minimal weaknesses observed.

Balance Sheet

The balance sheet indicates a stable financial position with a manageable debt-to-equity ratio. The company has shown a steady increase in stockholders' equity, improving its equity ratio over time. The return on equity is competitive, highlighting effective use of equity financing. However, the high level of total debt suggests potential leverage risks, which should be monitored closely.

Cash Flow

Mitsui Fudosan's cash flow statement reveals a strong operating cash flow to net income ratio, demonstrating efficient cash generation from operations. There is significant free cash flow growth, indicating improved financial flexibility. The free cash flow to net income ratio is favorable, reflecting good cash management. Despite these strengths, the company should ensure consistent free cash flow growth to sustain long-term cash flow stability.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
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

• Technical Analysis Sentiment: Positive
• Last Price: 1658.50
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:8801, the sentiment is Positive. The current price of 1658.5 is above the 20-day moving average (MA) of 1620.45, above the 50-day MA of 1607.44, and above the 200-day MA of 1425.85, indicating a bullish trend. The MACD of 6.62 indicates Negative momentum. The RSI at 58.31 is Neutral, neither overbought nor oversold. The STOCH value of 76.25 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:8801.

Mitsui Fudosan Co Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
3289	79 Outperform	$893.75B	9.95	12.53%	2.90%	11.00%	88.70%
8801	76 Outperform	$4.42T	14.34	9.59%	1.89%	18.31%	71.89%
3288	75 Outperform	¥888.93B	9.30	19.77%	2.34%	6.54%	-1.16%
1878	73 Outperform	$986.53B	10.25	19.43%	5.13%	5.16%	6.00%
8802	71 Outperform	$4.03T	20.94	7.99%	1.32%	4.42%	13.51%
Sector *	65 Neutral	$2.17B	12.19	3.79%	4.94%	3.15%	1.96%

Mitsui Fudosan Co Corporate Events

Mitsui Fudosan Reports No Share Repurchases in September

Mitsui Fudosan Co., Ltd. announced that it did not repurchase any of its common shares during the period from September 1 to September 30, 2025, despite having a resolution to repurchase up to 50 million shares by January 31, 2026. As of September 30, 2025, the company had repurchased 1,677,700 shares for approximately 2.09 billion yen, reflecting a cautious approach in executing its share buyback plan.

The most recent analyst rating on (JP:8801) stock is a Buy with a Yen1800.00 price target. To see the full list of analyst forecasts on Mitsui Fudosan Co stock, see the JP:8801 Stock Forecast page.

Mitsui Fudosan Reports No Share Repurchases in August

Mitsui Fudosan Co., Ltd. announced that it did not repurchase any of its shares in August 2025, despite having a resolution to buy back up to 50 million shares by January 2026. This indicates a cautious approach in its share repurchase strategy, which may impact investor expectations and market perceptions.

The most recent analyst rating on (JP:8801) stock is a Buy with a Yen1515.00 price target. To see the full list of analyst forecasts on Mitsui Fudosan Co stock, see the JP:8801 Stock Forecast page.

Mitsui Fudosan Reports Strong Q1 Earnings Growth

Mitsui Fudosan Co., Ltd. is a prominent real estate company listed on the Tokyo Stock Exchange, primarily engaged in property development, leasing, and management services across Japan.

Mitsui Fudosan Reports Strong Q1 Financial Results with Significant Growth

Mitsui Fudosan Co., Ltd. reported a significant increase in its consolidated financial results for the three months ended June 30, 2025, with revenue from operations rising by 27.3% year-on-year. The company also saw substantial growth in operating income and net income attributable to shareholders, indicating strong performance and positive market positioning. The forecast for the fiscal year ending March 31, 2026, shows continued growth in revenue and earnings, reflecting the company’s robust operational strategy and market confidence.

The most recent analyst rating on (JP:8801) stock is a Buy with a Yen2000.00 price target. To see the full list of analyst forecasts on Mitsui Fudosan Co stock, see the JP:8801 Stock Forecast page.

Mitsui Fudosan Reports No Share Repurchases in July 2025

Mitsui Fudosan Co., Ltd. announced that no shares were repurchased during July 2025, despite a board resolution allowing for the repurchase of up to 50 million shares by January 2026. This lack of repurchase activity could indicate a strategic decision to delay buybacks, potentially impacting shareholder expectations and market perceptions.

The most recent analyst rating on (JP:8801) stock is a Hold with a Yen1500.00 price target. To see the full list of analyst forecasts on Mitsui Fudosan Co stock, see the JP:8801 Stock Forecast page.