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Japanese general trading house (sogo shosha) sourcing and trading metals, chemicals, machinery, energy and food worldwide.
Japanese general trading house (sogo shosha) sourcing and trading metals, chemicals, machinery, energy and food worldwide.
Earns trading margins and commissions on goods it arranges between sellers and buyers, plus a share of profits from businesses it co-owns, such as mines and plants, which give steadier income. It came from a merger begun in 2003 of two older trading houses, Nissho Iwai and Nichimen, and is smaller than the five largest Japanese trading houses.
In one line: A trading conglomerate like a smaller Marubeni.
Moat: narrow (scale, distribution). Global trading network and financing scale, but a low-margin, commodity-price-exposed business.
Headquarters: Tokyo, Japan · Founded: 2004 · Employees: 26,789
Size Sojitz (2768.T) is a Japan Industrials company (Steel) with a market value of $5.77B, the 214th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥4,769 on 6 Nov 2026.
Performance Over six months the shares fell 18.6%, against -5.4% for the median peer and +1.8% for the Japan market (cap-weighted) — 6th lowest of 21 in its peer set.
Growth Revenue grew 26.8% over the last twelve months (peer median +6.5%); the operating margin is 2.8% (peer median 10.3%).
Valuation It trades at 7.6× forward earnings against a peer median of 14.6× (cheapest of 21).
Capital Return on invested capital runs 3.1 points below its cost of capital (5.5% WACC).
Next results Next results expected around 3 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥3.19T | ¥2.76T | ¥2.51T | ¥2.41T | ¥2.48T |
| Revenue growth | — | +10% | +4% | -3% | — |
| Gross profit | ¥418B | ¥334B | ¥318B | ¥300B | ¥315B |
| EBITDA | ¥141B | ¥112B | ¥121B | ¥127B | ¥155B |
| Net income | ¥122B | ¥104B | ¥111B | ¥101B | ¥111B |
| Free cash flow | -¥39.4B | -¥23.3B | -¥60.1B | ¥85.1B | ¥146B |
| Capital expenditure | ¥38.5B | ¥45.7B | ¥46.9B | ¥31.2B | ¥38.3B |
| Total debt | ¥1.47T | ¥1.40T | ¥1.19T | ¥1.01T | ¥955B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Sojitz 2768.T | $5.77B | -19% | +27% | 3% | 7.6× | n/a |
| Marubeni 8002.T | $49.7B | -22% | +14% | 4% | 12.3× | 17.7% |
| Sumitomo 8053.T | $47.7B | +9% | +6% | 5% | 11.3× | 15.2% |
| Itochu 8001.T | $111B | +16% | +6% | 5% | 15.8× | 18.1% |
| Mitsui & 8031.T | $82.4B | -22% | +10% | 3% | 12.7× | n/a |
Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 2768.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -13.7% | -12.6% | 11th highest of 21 |
| 6-month return | -18.6% | -5.4% | 6th lowest of 21 |
| Distance from 52-week high | -33.4% | -20.9% | 9th lowest of 21 |
| Revenue growth (TTM) | +26.8% | +6.5% | highest of 21 |
| Operating margin | 2.8% | 10.3% | 2nd lowest of 21 |
| Forward P/E | 7.6× | 14.6× | cheapest of 21 |
| ROIC minus cost of capital | -3.1 pp | +0.9 pp | 3rd lowest of 21 |
| Net debt / EBITDA | 8.7× | -0.2× | most indebted of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sojitz 2768.T | Japan | $5.77B | -19% | +27% | 3% | 7.6× | n/a | n/a |
| Yaskawa Electric 6506.T | Japan | $5.71B | -38% | +6% | 8% | 19.7× | 24.8% | +6.8% |
| Mitsui Kinzoku 5706.T | Japan | $5.61B | -28% | +11% | 18% | 10.1× | 11.6% | +7.7% |
| Kinden 1944.T | Japan | $5.56B | -36% | +8% | 13% | 11.6× | -0.9% | +6.2% |
| SG Holdings Co., Ltd. 9143.T | Japan | $5.56B | +1% | +14% | 5% | 14.0× | -2.6% | +4.6% |
| Ricoh 7752.T | Japan | $6.06B | +28% | +5% | 3% | 13.6× | -1.0% | +9.2% |
| Toto 5332.T | Japan | $5.40B | -1% | +5% | 8% | 18.2× | 7.8% | +5.0% |
| Yokogawa Electric 6841.T | Japan | $6.24B | -30% | +7% | 13% | 15.5× | 6.8% | +10.1% |
| MISUMI 9962.T | Japan | $6.25B | +3% | +24% | 13% | 17.9× | 9.3% | +7.3% |
| Tokyo Metro 9023.T | Japan | $5.31B | -8% | +3% | 21% | 16.5× | 4.8% | +7.4% |
| Kandenko 1942.T | Japan | $5.26B | -41% | +4% | 12% | 11.2× | -0.9% | +5.9% |
| Agc 5201.T | Japan | $6.33B | -15% | +6% | 6% | 12.6× | 4.8% | +7.8% |
| Hitachi Construction Machinery 6305.T | Japan | $6.36B | -12% | +7% | 10% | 11.2× | 3.9% | +11.6% |
| Sanwa 5929.T | Japan | $5.10B | +8% | +2% | 11% | 14.8× | -2.6% | +9.1% |
| HOSHIZAKI 6465.T | Japan | $4.93B | +5% | +12% | 10% | 17.8× | -4.5% | +15.3% |
| Toppan 7911.T | Japan | $6.77B | -3% | +9% | 4% | 15.0× | n/a | n/a |
| Yamato 9064.T | Japan | $4.83B | +26% | +2% | 2% | 34.5× | 8.9% | +1.9% |
| Horiba 6856.T | Japan | $4.79B | -17% | +12% | 17% | 14.4× | 11.2% | +12.2% |
| Dai Nippon Printing 7912.T | Japan | $6.96B | -14% | +4% | 7% | 11.8× | n/a | n/a |
| Hankyu Hanshin 9042.T | Japan | $7.03B | +3% | +6% | 10% | 13.2× | n/a | n/a |
| MonotaRO 3064.T | Japan | $7.04B | +22% | +19% | 14% | 29.6× | 9.7% | +16.2% |