Update shared on 15 Dec 2025
Fair value Increased 3.78%Analysts have modestly raised their price target on Mitsubishi, citing a slightly higher fair value of ¥3,610.77 versus ¥3,479.34 previously. This is supported by incremental improvements in profit margin assumptions and a higher expected future P/E multiple, despite marginally softer revenue growth forecasts.
What's in the News
- Mitsubishi Corporation, through subsidiary Japan Entertainment One Inc., is co-launching "Gacha & Catch," a limited-time pop-up arcade entertainment store in Santa Monica, California, featuring over 100 capsule toy machines and more than 300 exclusive prizes from popular Japanese franchises, opening November 22 to 23, 2025 (Key Developments).
- The Gacha & Catch project highlights Mitsubishi Corporation's push into experiential consumer entertainment abroad, partnering with TOMY Company and SEGA CORPORATION to showcase iconic Japanese arcade formats to U.S. shoppers (Key Developments).
- Wheeler Bio has entered a strategic partnership with Mitsubishi Corporation, making Mitsubishi the exclusive commercialization partner for Wheeler across Asia Pacific and expanding outreach to biotech innovators in Japan, South Korea, India, Singapore, Taiwan and China (Key Developments).
- Under the Wheeler Bio partnership, Mitsubishi will combine its regional network with Wheeler's AI or ML enabled ModularCMC platform to attract Asia Pacific biologics clients seeking U.S.-based cGMP manufacturing and streamlined development for antibody therapeutics (Key Developments).
- Mitsubishi has completed a major share buyback program, repurchasing 213,749,711 shares, or about 5.44 percent of shares outstanding, for approximately ¥578,159.31 million between April 3 and September 30, 2025, including 73,862,500 shares in the most recent tranche (Key Developments).
Valuation Changes
- Fair value has risen slightly from ¥3,479.34 to ¥3,610.77, reflecting a modest uplift in the intrinsic valuation estimate.
- The discount rate has increased marginally from 6.85 percent to 6.86 percent, implying a slightly higher required return on equity.
- Revenue growth has edged down from 4.46 percent to 4.40 percent, indicating a small tempering of top line expectations.
- The net profit margin has improved slightly from 4.73 percent to 4.76 percent, suggesting modestly better profitability assumptions.
- The future P/E has increased from 14.06x to 14.52x, signaling a modestly higher expected valuation multiple on future earnings.
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