Mitsui Fudosan Co., Ltd.

OTCPK:MTSF.F Stock Report

Market Cap: US$22.8b

Mitsui Fudosan Valuation

Is MTSF.F undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of MTSF.F when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: MTSF.F ($8.2) is trading above our estimate of fair value ($1.34)

Significantly Below Fair Value: MTSF.F is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for MTSF.F?

Key metric: As MTSF.F is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for MTSF.F. This is calculated by dividing MTSF.F's market cap by their current earnings.
What is MTSF.F's PE Ratio?
PE Ratio19.1x
EarningsJP¥183.68b
Market CapJP¥3.51t

Price to Earnings Ratio vs Peers

How does MTSF.F's PE Ratio compare to its peers?

The above table shows the PE ratio for MTSF.F vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average26x
JOE St. Joe
43.8xn/aUS$3.0b
RMR RMR Group
16.4x4.7%US$370.8m
FPH Five Point Holdings
5.5xn/aUS$269.9m
BEKE KE Holdings
38.4x20.4%US$23.3b
MTSF.F Mitsui Fudosan
19.1x11.0%US$3.5t

Price-To-Earnings vs Peers: MTSF.F is good value based on its Price-To-Earnings Ratio (19.1x) compared to the peer average (26x).

Price to Earnings Ratio vs Industry

How does MTSF.F's PE Ratio compare vs other companies in the US Real Estate Industry?

6 CompaniesPrice / EarningsEstimated GrowthMarket Cap
STHO Star Holdings
1.8xn/aUS$149.31m
STSR Strategic Student & Senior Housing Trust
2.5xn/aUS$41.23m
XIN Xinyuan Real Estate
0.4xn/aUS$18.75m
ILAL International Land Alliance
0.8xn/aUS$7.83m
MTSF.F 19.1xIndustry Avg. 33.3xNo. of Companies6PE020406080100+
6 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: MTSF.F is good value based on its Price-To-Earnings Ratio (19.1x) compared to the US Real Estate industry average (32.7x).

Price to Earnings Ratio vs Fair Ratio

What is MTSF.F's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

MTSF.F PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio19.1x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate MTSF.F's Price-To-Earnings Fair Ratio for valuation analysis.

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst MTSF.F forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$8.20
US$11.41
+39.3%
9.3%US$12.97US$9.34n/a11
Nov ’25US$8.73
US$12.24
+40.2%
9.2%US$13.66US$9.83n/a11
Oct ’25US$9.38
US$12.60
+34.3%
9.2%US$14.06US$10.13n/a11
Sep ’25US$9.88
US$12.26
+24.1%
8.0%US$13.68US$10.26n/a11
Aug ’25n/a
US$11.39
0%
6.3%US$12.36US$9.76n/a11
Jul ’25n/a
US$11.39
0%
6.3%US$12.36US$9.76n/a11
Jun ’25US$8.90
US$11.39
+28.0%
9.1%US$12.52US$9.20n/a11
May ’25US$10.01
US$11.29
+12.8%
10.2%US$12.63US$9.29n/a12
Apr ’25US$10.60
US$9.94
-6.2%
12.1%US$12.86US$8.79n/a12
Mar ’25US$9.61
US$9.22
-4.0%
7.1%US$10.62US$7.94n/a12
Feb ’25n/a
US$9.02
0%
7.7%US$10.84US$8.11n/a12
Jan ’25n/a
US$8.86
0%
6.1%US$9.37US$7.50n/a13
Dec ’24US$7.78
US$8.31
+6.8%
6.4%US$8.91US$7.13n/a13
Nov ’24n/a
US$7.96
0%
8.2%US$8.90US$6.67US$8.7314
Oct ’24US$7.32
US$7.90
+8.0%
7.1%US$9.02US$6.76US$9.3814
Sep ’24US$7.06
US$7.64
+8.2%
9.9%US$9.17US$6.19US$9.8814
Aug ’24US$6.78
US$7.62
+12.3%
9.8%US$9.40US$6.34n/a14
Jul ’24US$6.58
US$7.62
+15.8%
9.8%US$9.40US$6.34n/a14
Jun ’24US$6.47
US$7.66
+18.5%
10.4%US$9.61US$6.48US$8.9014
May ’24US$6.50
US$7.58
+16.7%
9.2%US$9.02US$6.55US$10.0113
Apr ’24US$6.24
US$7.96
+27.7%
10.4%US$9.34US$6.78US$10.6013
Mar ’24US$6.25
US$8.01
+28.1%
8.5%US$9.24US$6.95US$9.6114
Feb ’24US$6.22
US$8.33
+34.0%
8.5%US$9.57US$7.20n/a14
Jan ’24US$5.93
US$8.37
+41.0%
9.3%US$9.67US$6.94n/a14
Dec ’23US$6.62
US$8.30
+25.4%
7.8%US$9.41US$6.76US$7.7813
Nov ’23US$6.43
US$7.94
+23.6%
7.9%US$8.99US$6.46n/a13

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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