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Employees: 1,746
Size Mitsui Matsushima (1518.T) is a Japan Materials company (Construction Materials) with a market value of $526M, the 1042nd largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,129 on 6 Nov 2026.
Performance Over six months the shares gained 57.1%, against -17.3% for the median peer and +1.8% for the Japan market (cap-weighted) — highest of 20 in its peer set.
Growth Revenue grew 8.6% over the last twelve months (peer median -2.9%); the operating margin is 14.4% (peer median 6.8%).
Valuation It trades at 1.9× enterprise value to sales against a peer median of 1.8× (10th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 4% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is +1 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 0.1 points above its cost of capital (6.4% WACC).
Next results Next results expected around 13 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥67.8B | ¥65.5B | ¥60.6B | ¥77.5B | ¥80.0B |
| Revenue growth | — | +8% | -22% | -3% | — |
| Gross profit | ¥23.9B | ¥23.4B | ¥20.8B | ¥35.1B | ¥44.3B |
| EBITDA | ¥12.4B | ¥12.2B | ¥10.2B | ¥27.5B | ¥38.3B |
| Net income | ¥7.23B | ¥6.72B | ¥8.65B | ¥15.1B | ¥23.0B |
| Free cash flow | n/a | ¥3.25B | ¥3.20B | ¥19.9B | ¥25.5B |
| Capital expenditure | n/a | ¥2.44B | ¥1.37B | ¥1.40B | ¥705M |
| Total debt | ¥51.7B | ¥51.2B | ¥33.2B | ¥8.67B | ¥13.6B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 1518.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -5.0% | -4.1% | 11th highest of 21 |
| 6-month return | +57.1% | -17.3% | highest of 20 |
| Distance from 52-week high | -11.4% | -36.2% | 3rd highest of 21 |
| Revenue growth (TTM) | +8.6% | -2.9% | 5th highest of 20 |
| Operating margin | 14.4% | 6.8% | 3rd highest of 21 |
| EV / Sales | 1.9× | 1.8× | 10th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 3.7% | 4.7% | 8th least demanding of 16 |
| Growth delivered (Del g) | +2.7% | +4.9% | 6th lowest of 16 |
| Hurdle (Req g minus delivered) | +1.1 pp | +0.7 pp | 8th most demanding of 16 |
| ROIC minus cost of capital | +0.1 pp | -2.8 pp | 4th highest of 21 |
| EV / EBITDA | 10.4× | 7.5× | 4th most expensive of 10 |
| Net debt / EBITDA | 3.7× | 1.6× | 3rd most indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Mitsui Matsushima 1518.T | Japan | $526M | +57% | +9% | 14% | 1.9× | 3.7% | +2.7% |
| Universal Cement 1104.TW | Taiwan | $543M | -7% | -5% | 16% | 2.4× | -2.2% | +7.9% |
| Hainan RuiZe New Building Material 002596.SZ | China | $544M | -16% | -16% | -16% | 4.8× | 35.7% | -16.7% |
| Qinglong Pipes Industry 002457.SZ | China | $507M | -12% | +4% | 6% | 1.4× | 0.0% | +5.1% |
| Longyan Kaolin Clay 605086.SS | China | $550M | -37% | -9% | 39% | 12.9× | 20.5% | +4.9% |
| Fujian Cement 600802.SS | China | $502M | +29% | -22% | -23% | 3.6× | n/a | n/a |
| Shinagawa Refra 5351.T | Japan | $551M | -3% | +25% | 7% | 0.7× | 0.5% | +12.2% |
| Stewards SWRD | United States | $555M | n/a | +30% | -100% | 41.7× | n/a | n/a |
| Sobute New Materials 603916.SS | China | $573M | -24% | -3% | 7% | 1.4× | 1.5% | -0.5% |
| Tianjin Tianbao Infrastructure 000965.SZ | China | $476M | -23% | +65% | 8% | 1.9× | n/a | n/a |
| Jiangxi Wannianqing Cement 000789.SZ | China | $471M | -21% | -28% | -9% | 1.5× | 24.3% | -18.3% |
| Jiangsu Baoli Asphalt 300135.SZ | China | $470M | -17% | -4% | -2% | 2.8× | 43.7% | -7.5% |
| Marshalls MSLH.L | United Kingdom | $597M | +40% | 0% | 8% | 1.0× | 8.2% | +6.1% |
| Sinosteel Luonai Materials Technology 688119.SS | China | $597M | -32% | -2% | -13% | 1.6× | 3.7% | -0.3% |
| Nichiha 7943.T | Japan | $599M | -10% | -3% | 7% | 0.6× | -3.7% | +3.5% |
| Forterra FORT.L | United Kingdom | $445M | +11% | -5% | 10% | 1.2× | 6.4% | +5.7% |
| CHC Resources 9930.TW | Taiwan | $433M | -17% | -2% | 10% | 1.2× | -5.8% | +7.0% |
| Suncrete RMIX | United States | $646M | -47% | n/a | 1% | 8.8× | n/a | n/a |
| Lionhead Technology Development 600539.SS | China | $427M | -30% | -5% | -7% | 6.1× | n/a | n/a |
| Wagners WGN.AX | Australia | $650M | -4% | +17% | 12% | 2.1× | 10.2% | +9.5% |
| SAMPYO Cement 038500.KS | South Korea | $413M | -69% | -3% | 10% | 1.4× | 4.7% | +4.5% |