- Mitsui & Co.’s first-quarter net income amounted to 191.65 billion yen, surpassing estimates of 176.23 billion yen, despite being down 31% year-on-year.
- The company’s net sales totaled 3.30 trillion yen, which is a 14% decline from the previous year.
- The mineral and metal resources segment reported a net income of 51.52 billion yen, a decrease of 36% compared to the previous year.
- The energy segment’s net income slightly decreased by 1.3% year-on-year, recording 18.92 billion yen.
- Mitsui & Co. maintains its forecast for the 2026 fiscal year at a net income of 770.00 billion yen, just below the estimate of 788.89 billion yen.
- The company also continues to forecast a dividend of 115.00 yen, close to the estimate of 115.46 yen.
- Market sentiment shows strong confidence in Mitsui & Co., with 10 buy recommendations, 4 hold recommendations, and no sell recommendations.
Mitsui & Co Ltd on Smartkarma
Analysts on Smartkarma have differing views on Mitsui & Co Ltd‘s prospects. Rahul Jain‘s report, ‘Mitsui & Co. (8031.T): Strong Cash Flows, Weak Growth Despite Portfolio Shift,’ leans bearish. He highlights the company’s robust earnings from commodities but notes limited growth due to scattered holdings and low ROCE. Mitsui plans to boost growth by focusing on LNG and energy transition assets, yet near-term growth may remain muted until new investments show significant returns.
In contrast, Money of Mine‘s analysis, ‘Unpacking a $20b undeveloped mine deal,’ takes a bullish stance. The report details Mitsui’s acquisition of a 40% stake in Roads Ridge, a substantial iron ore deposit in Western Australia, for US $13 billion. With production set to start in 2030, this deal presents long-term potential given the high-quality iron content and low phosphorus levels of the deposit. Despite differing opinions, these insights provide investors with valuable perspectives on Mitsui & Co Ltd‘s future trajectory.
A look at Mitsui & Co Ltd Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 4 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.6 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, Mitsui & Co Ltd is positioned for a positive long-term outlook. With strong scores in Value and Dividend at 4, this indicates that the company is viewed favorably in terms of its financial attractiveness and dividend yield. Additionally, its Momentum score of 4 suggests that Mitsui is exhibiting strong upward trends in its stock performance. While Growth and Resilience scores are slightly lower at 3, overall, Mitsui & Co Ltd is perceived to be a solid investment option with promising prospects.
Mitsui & Co Ltd, a general trading company, operates across various sectors such as Iron and Steel, Non-Ferrous Metals, Machinery, Chemicals, Foods, Energy, Textiles, and General Merchandise. The company also engages in real estate and overseas development projects, showcasing a diverse portfolio of operations. With favorable Smartkarma Smart Scores in key areas, Mitsui & Co Ltd appears well-positioned to sustain its growth and deliver value to investors in the long run.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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