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Regional Japanese ready-mix concrete and construction materials producer; further specifics not confirmed.
Regional Japanese ready-mix concrete and construction materials producer; further specifics not confirmed.
Moat: none
Headquarters: Japan · Employees: 1,095
Size Mitani Sekisan (5273.T) is a Japan Materials company (Construction Materials) with a market value of $1.12B, the 689th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,281 on 6 Nov 2026.
Performance Over six months the shares gained 32.9%, against -12.7% for the median peer and +1.8% for the Japan market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue grew 8.8% over the last twelve months (peer median -6.4%); the operating margin is 17.9% (peer median 7.4%).
Valuation It trades at 1.3× enterprise value to sales against a peer median of 1.6× (10th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -16 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 14.4 points above its cost of capital (6.3% WACC).
Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥100B | ¥99.9B | ¥87.8B | ¥83.1B | ¥86.1B |
| Revenue growth | — | +14% | +6% | -3% | — |
| Gross profit | ¥25.0B | ¥24.7B | ¥20.7B | ¥18.5B | ¥15.8B |
| EBITDA | ¥21.4B | ¥20.9B | ¥16.8B | ¥14.6B | ¥12.5B |
| Net income | ¥14.3B | ¥13.8B | ¥10.2B | ¥9.25B | ¥8.20B |
| Free cash flow | n/a | ¥7.98B | ¥8.53B | ¥5.34B | ¥7.41B |
| Capital expenditure | n/a | ¥5.35B | ¥4.84B | ¥3.35B | ¥2.35B |
| Total debt | ¥103M | ¥847M | ¥921M | ¥675M | ¥677M |
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 | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Mitani Sekisan 5273.T | $1.12B | +33% | +9% | 18% | 1.3× | -8.4% |
| Taiheiyo Cement 5233.T | $3.03B | +19% | +1% | 8% | 1.0× | 0.8% |
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 | 5273.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +15.4% | -1.8% | highest of 21 |
| 6-month return | +32.9% | -12.7% | 3rd highest of 21 |
| Distance from 52-week high | -6.9% | -30.2% | 3rd highest of 21 |
| Revenue growth (TTM) | +8.8% | -6.4% | 8th highest of 21 |
| Operating margin | 17.9% | 7.4% | 3rd highest of 20 |
| EV / Sales | 1.3× | 1.6× | 10th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | -8.4% | -3.2% | 3rd least demanding of 16 |
| Growth delivered (Del g) | +7.7% | +3.6% | 7th highest of 16 |
| Hurdle (Req g minus delivered) | -16.1 pp | -5.0 pp | 3rd least demanding of 16 |
| ROIC minus cost of capital | +14.4 pp | -2.5 pp | 2nd highest of 20 |
| EV / EBITDA | 6.0× | 8.0× | 2nd cheapest of 12 |
| Net debt / EBITDA | -2.3× | 1.3× | least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Mitani Sekisan 5273.T | Japan | $1.12B | +33% | +9% | 18% | 1.3× | -8.4% | +7.7% |
| Loma Negra Compania Industrial Argentina SA Sponsored ADR LOMA | United States | $1.12B | -21% | -5% | 9% | 2.0× | 13.6% | +2.9% |
| Cementos Pacasmayo SAA Sponsored ADR CPAC | United States | $1.16B | +20% | +21% | 25% | 2.1× | -9.8% | +9.9% |
| Goldsun Building Materials 2504.TW | Taiwan | $1.06B | -14% | -3% | 22% | 2.1× | -7.1% | +3.6% |
| Shandong Fiberglass 605006.SS | China | $1.25B | +10% | +31% | 5% | 3.9× | n/a | n/a |
| Caltagirone CALT.MI | Italy | $1.26B | +1% | +10% | 10% | 1.1× | 0.9% | +10.5% |
| Sumitomo Osaka Cement 5232.T | Japan | $969M | +49% | +5% | 7% | 1.0× | 4.6% | -1.3% |
| West China Cement 2233.HK | Hong Kong | $1.30B | -29% | -10% | 15% | 2.4× | n/a | n/a |
| Maeda Kosen 7821.T | Japan | $944M | +21% | +11% | 17% | 1.8× | -4.7% | +10.6% |
| Guangdong Tapai 002233.SZ | China | $1.34B | -10% | -11% | 7% | 0.9× | -15.3% | -10.2% |
| BBMG Jidong Cement 000401.SZ | China | $1.35B | -21% | -8% | n/a | 1.2× | 37.1% | -7.0% |
| Fsilon Furnishing and Construction Materials 605318.SS | China | $1.36B | -29% | -15% | -5% | 18.3× | n/a | n/a |
| Hanilcmt 300720.KS | South Korea | $905M | -4% | -10% | 11% | 1.2× | -3.2% | +7.9% |
| China West Construction 002302.SZ | China | $884M | -16% | -24% | -7% | 0.7× | 12.5% | -5.0% |
| China Resources Building Materials Technology 1313.HK | Hong Kong | $873M | -31% | -12% | -3% | 1.1× | -8.1% | -10.6% |
| NWPX Infrastructure NWPX | United States | $841M | -22% | +16% | 12% | 1.6× | 6.2% | +12.9% |
| Xinjiang Qingsong Building Materials & Chemicals (Group) 600425.SS | China | $833M | -16% | -8% | 9% | 1.6× | 2.0% | +5.1% |
| Ningxia Building Materials 600449.SS | China | $818M | -12% | -36% | 0% | 0.7× | -3.6% | +0.3% |
| Yang Guang 000608.SZ | China | $814M | +60% | +68% | 4% | 11.9× | n/a | n/a |
| Sinostone (Guangdong) 001212.SZ | China | $814M | -52% | -21% | -18% | 13.1× | n/a | n/a |
| Pan-United P52.SI | Singapore | $784M | -9% | +26% | 7% | 0.9× | -5.3% | +17.3% |