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Japanese sogo shosha (general trading house) with businesses in metals, transportation, media/digital, and mineral resources worldwide.
Japanese sogo shosha (general trading house) with businesses in metals, transportation, media/digital, and mineral resources worldwide.
Like other Japanese trading houses it earns thin margins on goods it brokers, but more through stakes in operating businesses, such as mines, power plants, media and equipment dealers, whose results and dividends it shares. It is part of the Sumitomo corporate group and co-owns J:COM, Japan's largest cable-TV and broadband company.
Moat: narrow (scale, distribution). Diversified global trading network and long-standing resource/operating equity stakes.
Headquarters: Tokyo, Japan · Founded: 1919 · Employees: 82,488
Size Sumitomo (8053.T) is a Japan Industrials company (Wholesale Distributors) with a market value of $47.7B, the 31st largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,597 on 6 Nov 2026.
Performance Over six months the shares gained 9.4%, against -3.2% for the median peer and +1.8% for the Japan market (cap-weighted) — 4th highest of 16 in its peer set.
Growth Revenue grew 5.6% over the last twelve months (peer median +13.3%); the operating margin is 5.4% (peer median 6.5%).
Valuation It trades at 11.3× forward earnings against a peer median of 14.8× (4th cheapest of 16).
Price implies For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is +6 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 3.8 points below its cost of capital (6.9% WACC).
Credit Sumitomo has 2 bonds outstanding ($1.00B), rated A- by the agencies and trading like BBB+ at a weighted spread of 96 bp.
Next results Next results expected around 8 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥7.72T | ¥7.30T | ¥7.24T | ¥6.92T | ¥6.85T |
| Revenue growth | — | +1% | +5% | +1% | — |
| Gross profit | ¥1.57T | ¥1.44T | ¥1.36T | ¥1.33T | ¥1.25T |
| EBITDA | ¥648B | ¥589B | ¥570B | ¥627B | ¥640B |
| Net income | ¥647B | ¥600B | ¥562B | ¥386B | ¥565B |
| Free cash flow | ¥573B | ¥708B | ¥509B | ¥515B | ¥163B |
| Capital expenditure | ¥109B | ¥106B | ¥103B | ¥93.4B | ¥70.3B |
| Total debt | ¥4.99T | ¥4.71T | ¥3.78T | ¥3.71T | ¥3.65T |
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 |
|---|---|---|---|---|---|---|
| Sumitomo 8053.T | $47.7B | +9% | +6% | 5% | 11.3× | 15.2% |
| Mitsubishi 8058.T | $105B | -1% | +16% | 3% | 14.8× | 18.8% |
| Mitsui & 8031.T | $82.4B | -22% | +10% | 3% | 12.7× | n/a |
| Itochu 8001.T | $111B | +16% | +6% | 5% | 15.8× | 18.1% |
| Marubeni 8002.T | $49.7B | -22% | +14% | 4% | 12.3× | 17.7% |
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 | 8053.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -8.3% | -4.8% | 8th lowest of 16 |
| 6-month return | +9.4% | -3.2% | 4th highest of 16 |
| Distance from 52-week high | -17.8% | -20.6% | 8th highest of 16 |
| Revenue growth (TTM) | +5.6% | +13.3% | 5th lowest of 16 |
| Operating margin | 5.4% | 6.5% | 5th lowest of 16 |
| Forward P/E | 11.3× | 14.8× | 4th cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | 15.2% | 10.2% | 5th most demanding of 15 |
| Growth delivered (Del g) | +9.5% | +9.1% | 7th highest of 15 |
| Hurdle (Req g minus delivered) | +5.7 pp | -1.1 pp | 4th most demanding of 15 |
| ROIC minus cost of capital | -3.8 pp | +3.0 pp | 4th lowest of 16 |
| EV / EBITDA | 18.5× | 14.7× | 6th most expensive of 12 |
| Net debt / EBITDA | 6.7× | 1.8× | most indebted of 14 |
| Bond spread | 96 bp | 87 bp | 3rd widest of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sumitomo 8053.T | Japan | $47.7B | +9% | +6% | 5% | 11.3× | 15.2% | +9.5% |
| Ferguson Enterprises FERG | United States | $45.2B | -3% | +8% | 10% | 19.4× | 9.9% | +9.1% |
| CMOC 603993.SS | China | $41.0B | -29% | +32% | 20% | 8.7× | -5.4% | +12.8% |
| Fastenal FAST | United States | $60.8B | +20% | +14% | 21% | 38.3× | 14.2% | +7.7% |
| Toyota Tsusho 8015.T | Japan | $36.8B | +2% | +25% | 5% | 13.0× | 9.8% | +12.9% |
| W. W. Grainger GWW | United States | $67.9B | +17% | +9% | 17% | 28.2× | 11.9% | +8.7% |
| Glencore GLEN.L | United Kingdom | $78.0B | -14% | +27% | 2% | 10.9× | n/a | n/a |
| Kyocera 6971.T | Japan | $23.4B | +3% | +7% | 6% | 22.5× | 21.3% | +6.3% |
| Mitsubishi 8058.T | Japan | $105B | -1% | +16% | 3% | 14.8× | 18.8% | +8.0% |
| Aluminum Corporation of China 601600.SS | China | $20.7B | -26% | +5% | 18% | 6.7× | -16.2% | +5.3% |
| Rongsheng Petrochemical 002493.SZ | China | $17.9B | -14% | -11% | 8% | 12.2× | -4.4% | +22.1% |
| WESCO International WCC | United States | $14.2B | -18% | +14% | 6% | 14.1× | 10.4% | +13.8% |
| Diploma DPLM.L | United Kingdom | $12.6B | +4% | +13% | 22% | 27.5× | 23.9% | +23.1% |
| Bunzl BNZL.L | United Kingdom | $12.0B | +22% | +2% | 7% | 15.3× | 2.3% | +3.2% |
| QXO QXO | United States | $12.0B | -38% | +408% | -1% | 29.2× | 52.0% | +178.0% |
| Rexel RXL.PA | France | $11.9B | -10% | +1% | 6% | 13.5× | 7.7% | +9.0% |
Sumitomo has 2 bonds outstanding with $1.00B face value. The agencies rate it A-; its bonds trade like BBB+. Weighted yield 5.58%, a spread of 96 bp over government bonds.