Mitsui Fudosan
Market Cap
JP¥2.0t
Last Updated
2021/01/20 08:05 UTC
Data Sources
Company Financials +
Executive Summary
Mitsui Fudosan Co., Ltd. operates as a real estate company in Japan. More Details
Rewards
Risk Analysis
Snowflake Analysis
Average dividend payer and slightly overvalued.
Similar Companies
Share Price & News
How has Mitsui Fudosan's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: 8801 is more volatile than 75% of JP stocks over the past 3 months, typically moving +/- 6% a week.
Volatility Over Time: 8801's weekly volatility (6%) has been stable over the past year, but is still higher than 75% of JP stocks.
Market Performance
7 Day Return
-1.0%
8801
-0.6%
JP Real Estate
-0.1%
JP Market
1 Year Return
-26.3%
8801
-16.3%
JP Real Estate
7.3%
JP Market
Return vs Industry: 8801 underperformed the JP Real Estate industry which returned -16.3% over the past year.
Return vs Market: 8801 underperformed the JP Market which returned 7.3% over the past year.
Shareholder returns
| 8801 | Industry | Market | |
|---|---|---|---|
| 7 Day | -1.0% | -0.6% | -0.1% |
| 30 Day | -5.9% | -1.3% | 3.3% |
| 90 Day | 8.3% | 4.6% | 12.5% |
| 1 Year | -24.6%-26.3% | -14.0%-16.3% | 9.9%7.3% |
| 3 Year | -27.1%-31.0% | -21.3%-26.6% | 5.3%-2.1% |
| 5 Year | -15.4%-22.2% | 9.3%-1.3% | 54.1%36.7% |
Long-Term Price Volatility Vs. Market
How volatile is Mitsui Fudosan's share price compared to the market and industry in the last 5 years?
Simply Wall St News
No news available
Valuation
Is Mitsui Fudosan undervalued compared to its fair value and its price relative to the market?
15.66x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: 8801 (¥2044) is trading above our estimate of fair value (¥379.82)
Significantly Below Fair Value: 8801 is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: 8801 is poor value based on its PE Ratio (15.7x) compared to the JP Real Estate industry average (13.2x).
PE vs Market: 8801 is good value based on its PE Ratio (15.7x) compared to the JP market (17.5x).
Price to Earnings Growth Ratio
PEG Ratio: 8801 is poor value based on its PEG Ratio (1.1x)
Price to Book Ratio
PB vs Industry: 8801 is good value based on its PB Ratio (0.8x) compared to the JP Real Estate industry average (1.1x).
Next Steps
Future Growth
How is Mitsui Fudosan forecast to perform in the next 1 to 3 years based on estimates from 18 analysts?
14.0%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: 8801's forecast earnings growth (14% per year) is above the savings rate (0%).
Earnings vs Market: 8801's earnings (14% per year) are forecast to grow slower than the JP market (17.7% per year).
High Growth Earnings: 8801's earnings are forecast to grow, but not significantly.
Revenue vs Market: 8801's revenue (3.5% per year) is forecast to grow slower than the JP market (5.6% per year).
High Growth Revenue: 8801's revenue (3.5% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: 8801's Return on Equity is forecast to be low in 3 years time (7%).
Next Steps
Past Performance
How has Mitsui Fudosan performed over the past 5 years?
8.1%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: 8801 has high quality earnings.
Growing Profit Margin: 8801's current net profit margins (7%) are lower than last year (8.8%).
Past Earnings Growth Analysis
Earnings Trend: 8801's earnings have grown by 8.1% per year over the past 5 years.
Accelerating Growth: 8801's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: 8801 had negative earnings growth (-23.9%) over the past year, making it difficult to compare to the Real Estate industry average (-16.5%).
Return on Equity
High ROE: 8801's Return on Equity (5.2%) is considered low.
Next Steps
Financial Health
How is Mitsui Fudosan's financial position?
Financial Position Analysis
Short Term Liabilities: 8801's short term assets (¥2,510.4B) exceed its short term liabilities (¥1,233.9B).
Long Term Liabilities: 8801's short term assets (¥2,510.4B) do not cover its long term liabilities (¥3,920.5B).
Debt to Equity History and Analysis
Debt Level: 8801's debt to equity ratio (153.9%) is considered high.
Reducing Debt: 8801's debt to equity ratio has increased from 108.1% to 153.9% over the past 5 years.
Debt Coverage: 8801's operating cash flow is negative, therefore debt is not well covered.
Interest Coverage: 8801's interest payments on its debt are well covered by EBIT (10.7x coverage).
Balance Sheet
Next Steps
Dividend
What is Mitsui Fudosan current dividend yield, its reliability and sustainability?
2.15%
Current Dividend Yield
Upcoming Dividend Payment
Dividend Yield vs Market
Notable Dividend: 8801's dividend (2.15%) is higher than the bottom 25% of dividend payers in the JP market (1.22%).
High Dividend: 8801's dividend (2.15%) is low compared to the top 25% of dividend payers in the JP market (2.98%).
Stability and Growth of Payments
Stable Dividend: 8801's dividends per share have been stable in the past 10 years.
Growing Dividend: 8801's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonably low payout ratio (33.7%), 8801's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
7.7yrs
Average management tenure
CEO
Masanobu Komoda (66 yo)
1.75yrs
Tenure
JP¥229,000,000
Compensation
Mr. Masanobu Komoda has been the President and Chief Executive Officer of Mitsui Fudosan Co., Ltd. since June 2011 and also serves as Director. Mr. Komoda served as the Managing Director of Mitsui Fudosan ...
CEO Compensation Analysis
Compensation vs Market: Masanobu's total compensation ($USD2.20M) is about average for companies of similar size in the JP market ($USD2.02M).
Compensation vs Earnings: Masanobu's compensation has been consistent with company performance over the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 1.75yrs | JP¥229.00m | 0.0034% ¥ 68.0m | |
| MD, Executive VP & Director | 9.58yrs | JP¥137.00m | 0.00042% ¥ 8.4m | |
| MD, Executive VP & Director | 4.58yrs | JP¥105.00m | 0.0017% ¥ 33.3m | |
| MD, Executive VP | 8.75yrs | JP¥109.00m | 0.00057% ¥ 11.4m | |
| MD, Senior Executive Managing Officer | 3.58yrs | JP¥109.00m | 0.00098% ¥ 19.5m | |
| Managing Officer & GM of General Administration Department | no data | no data | no data | |
| Investor Relations Contact | no data | no data | no data | |
| Managing Officer & GM of Corporate Communications Department | no data | no data | no data | |
| Managing Officer & GM of Personnel Department | no data | no data | no data | |
| Executive Managing Officer | no data | no data | no data | |
| MD, Executive Managing Officer | 1yr | no data | 0.00091% ¥ 18.2m | |
| Executive Managing Officer & COO of Logistics Properties Business Division | no data | no data | no data |
7.7yrs
Average Tenure
61yo
Average Age
Experienced Management: 8801's management team is seasoned and experienced (7.7 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 1.75yrs | JP¥229.00m | 0.0034% ¥ 68.0m | |
| MD, Executive VP & Director | 9.58yrs | JP¥137.00m | 0.00042% ¥ 8.4m | |
| MD, Executive VP & Director | 4.58yrs | JP¥105.00m | 0.0017% ¥ 33.3m | |
| MD, Executive VP | 8.75yrs | JP¥109.00m | 0.00057% ¥ 11.4m | |
| MD, Senior Executive Managing Officer | 3.58yrs | JP¥109.00m | 0.00098% ¥ 19.5m | |
| MD, Executive Managing Officer | 1yr | no data | 0.00091% ¥ 18.2m | |
| MD, Executive Managing Officer | 1.58yrs | no data | 0.0016% ¥ 31.9m | |
| MD & Independent Outside Director | 5.58yrs | no data | 0.00025% ¥ 5.0m | |
| MD & Independent Outside Director | 3.58yrs | no data | 0.00011% ¥ 2.2m | |
| MD & Independent Outside Director | 1.58yrs | no data | no data | |
| MD & Independent Outside Director | 1.58yrs | no data | no data | |
| Chairman | 9.58yrs | JP¥229.00m | 0.0068% ¥ 135.2m |
4.1yrs
Average Tenure
63.5yo
Average Age
Experienced Board: 8801's board of directors are considered experienced (4.1 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Mitsui Fudosan Co., Ltd.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: Mitsui Fudosan Co., Ltd.
- Ticker: 8801
- Exchange: TSE
- Founded: 1941
- Industry: Diversified Real Estate Activities
- Sector: Real Estate
- Market Cap: JP¥1.995t
- Shares outstanding: 962.14m
- Website: https://www.mitsuifudosan.co.jp
Number of Employees
Location
- Mitsui Fudosan Co., Ltd.
- 1-1, Nihonbashi-Muromachi 2-chome
- Chuo-ku
- Tokyo
- 103-0022
- Japan
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| MTSF.F | OTCPK (Pink Sheets LLC) | Yes | Common Stock | US | USD | Jan 1992 |
| 8801 | TSE (The Tokyo Stock Exchange) | Yes | Common Stock | JP | JPY | Jan 1992 |
| MFU | DB (Deutsche Boerse AG) | Yes | Common Stock | DE | EUR | Jan 1992 |
| MTSF.Y | OTCPK (Pink Sheets LLC) | UNSPONSORED ADR | US | USD | Oct 2008 |
Biography
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 comme...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/01/20 08:05 |
| End of Day Share Price | 2021/01/20 00:00 |
| Earnings | 2020/09/30 |
| Annual Earnings | 2020/03/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.