Mitsui Fudosan Co (8801) AI Stock Analysis

• Market Cap: ¥3.69T
• Dividend Yield: 2.25%
• Average Volume (3M): 7.45M
• Price to Earnings (P/E): 14.9
• Beta (1Y): 0.87
• Revenue Growth: 10.16%
• EPS Growth: 11.46%
• Country: JP
• Employees: 25,593
• Sector: Real Estate
• Sector Strength: 57
• Industry: Real Estate - Diversified
• EPS (TTM): 37.67
• Shares Outstanding: 2,782,189,700
• 10 Day Avg. Volume: 6,915,760
• 30 Day Avg. Volume: 7,453,353
• PEG Ratio: -0.70
• Price to Book (P/B): 1.20
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 0.00
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: ¥1,815.21
• Price Target Upside: 36.43% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 4

• Rating: 72 Outperform
• Price Target: ¥1,512.00 ▲(13.64%Upside)

Mitsui Fudosan's overall stock score is driven by its strong financial performance, characterized by robust revenue and profit growth. While technical analysis indicates weak momentum, the stock's fair valuation and attractive dividend yield provide a balanced investment case. Monitoring leverage is advised due to high debt levels.

Mitsui Fudosan Co Business Overview & Revenue Model

Company Description

Mitsui Fudosan Co., Ltd. is a leading real estate company based in Japan, engaged in a diverse range of property-related businesses. Established in 1941, the company operates through various segments, including leasing, property sales, management, and ancillary services. Mitsui Fudosan is known for its development and management of office buildings, commercial facilities, residential properties, and mixed-use complexes. The company also has a significant presence in international markets, further expanding its portfolio and influence in the global real estate industry.

How the Company Makes Money

Mitsui Fudosan Co., Ltd. generates revenue through several key streams, primarily driven by its leasing and property sales businesses. The leasing segment involves the development, leasing, and management of office buildings, retail spaces, and logistics facilities, providing stable rental income. The property sales segment includes the development and sale of residential properties and condominiums, contributing significantly to its earnings. Additionally, the company offers property management services, which include building maintenance, facility management, and other ancillary services, adding another layer to its revenue. Mitsui Fudosan also benefits from its strategic partnerships and joint ventures, allowing it to diversify its investments and expand its operations both domestically and internationally.

Mitsui Fudosan Co Financial Statement Overview

Summary

Mitsui Fudosan Co presents solid financial health across income, balance sheet, and cash flow metrics. The company exhibits strong revenue and profit growth, supported by efficient operations and a stable financial structure. While leverage remains a point to monitor, overall, the company is on a positive financial trajectory, indicating a well-managed business with growth potential in the diversified real estate sector.

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	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement
Total Revenue	2.63T	2.38T	2.27T	2.10T	2.01T
Gross Profit	635.13B	593.13B	526.68B	450.44B	397.92B
EBITDA	513.25B	473.42B	430.70B	356.48B	301.97B
Net Income	248.80B	224.65B	197.00B	176.99B	129.58B
Balance Sheet
Total Assets	9.86T	9.49T	8.84T	8.21T	7.74T
Cash, Cash Equivalents and Short-Term Investments	169.68B	189.81B	144.26B	156.23B	199.64B
Total Debt	4.42T	4.43T	4.05T	3.67T	3.62T
Total Liabilities	6.59T	6.25T	5.81T	5.29T	5.09T
Stockholders Equity	3.15T	3.11T	2.90T	2.80T	2.56T
Cash Flow
Free Cash Flow	327.77B	20.86B	-65.04B	29.90B	-88.47B
Operating Cash Flow	599.25B	241.70B	297.71B	271.47B	187.86B
Investing Cash Flow	-321.97B	-286.99B	-422.03B	-210.06B	-131.03B
Financing Cash Flow	-269.37B	59.99B	111.45B	-139.60B	-66.56B

Mitsui Fudosan Co Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 1330.50
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• 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 Negative. The current price of 1330.5 is below the 20-day moving average (MA) of 1378.60, below the 50-day MA of 1377.03, and below the 200-day MA of 1331.05, indicating a bearish trend. The MACD of -7.94 indicates Positive momentum. The RSI at 37.22 is Neutral, neither overbought nor oversold. The STOCH value of 25.09 is Neutral, 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

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
3288	80 Outperform	$790.25B	8.72	18.00%	2.56%	10.51%	-9.28%
3289	76 Outperform	¥723.63B	9.26	9.70%	3.38%	4.28%	12.67%
8801	72 Outperform	¥3.69T	14.91	7.82%	2.25%	10.16%	11.46%
1878	72 Outperform	¥1.05T	10.81	21.32%	5.53%	6.40%	28.89%
8802	71 Outperform	$3.30T	17.81	7.53%	1.64%	4.99%	14.35%
Sector *	70 Outperform	¥232.09B	14.43	10.69%	3.74%	18.27%	21.04%

Mitsui Fudosan Co Corporate Events

Mitsui Fudosan Reports Share Repurchase Status

Mitsui Fudosan Co., Ltd. announced the status of its share repurchase program, reporting that no shares were repurchased between June 1, 2025, and June 30, 2025. The company had previously resolved to repurchase up to 50 million shares by January 31, 2026, with a maximum aggregate price of 45 billion yen. As of June 30, 2025, the company had repurchased 1,677,700 shares at a total cost of approximately 2.09 billion yen. This repurchase activity is part of the company’s strategy to enhance shareholder value and optimize its capital structure.

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.

Mitsui Fudosan Reports No Share Repurchase in May 2025

Mitsui Fudosan Co., Ltd. announced that it did not repurchase any shares during the period from May 1, 2025, to May 31, 2025, despite having a board-approved plan to repurchase up to 50 million shares by January 31, 2026. This indicates a cautious approach in executing its share buyback strategy, which could impact its stock market performance and shareholder value.

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.

Mitsui Fudosan Updates FY2024 Financial Results

Mitsui Fudosan Co., Ltd. announced a correction to its previously disclosed financial results for the fiscal year 2024. The correction involves a slight adjustment in the Return on Assets (ROA) from 4.01% to 4.12%, reflecting a more favorable financial performance than initially reported. This correction may impact stakeholders’ perception of the company’s financial health and operational efficiency.

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.

Mitsui Fudosan Announces Increased Dividend Amid Stock Split

Mitsui Fudosan Co., Ltd. announced a resolution to increase its fiscal year-end dividend per share to 31.00 yen, which is 1.00 yen higher than the previous forecast. This decision aligns with the company’s shareholder return policy and reflects its consolidated financial results for the fiscal year ended March 31, 2025. The increase in dividends is subject to approval at the upcoming Annual Meeting of Shareholders. The company also conducted a 3-for-1 stock split, affecting the dividend calculations for the fiscal year.

Mitsui Fudosan Reports Strong Revenue Growth Amidst Decline in Comprehensive Income

Mitsui Fudosan Co., Ltd. reported a significant increase in its consolidated financial results for the fiscal year ended March 31, 2025, with a 10.2% rise in revenue from operations and a 9.7% increase in operating income. Despite a decrease in comprehensive income by 51.2%, the company maintained a steady return on equity and improved its basic earnings per share following a three-for-one stock split. The announcement indicates a robust operational performance, although the decline in comprehensive income may prompt stakeholders to scrutinize the underlying factors.

Mitsui Fudosan Reports No Share Repurchases in April 2025

Mitsui Fudosan Co., Ltd. announced that no shares were repurchased during April 2025, despite a board resolution allowing for the repurchase of up to 50 million shares. The company had previously repurchased over 1.6 million shares by the end of April 2025, reflecting its strategy to manage capital and enhance shareholder value.