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Japan's largest sogo shosha (general trading house), with businesses spanning energy, metals, machinery, chemicals, food and consumer retail worldwide.
Japan's largest sogo shosha (general trading house), with businesses spanning energy, metals, machinery, chemicals, food and consumer retail worldwide.
Most of its profit comes not from trading commissions but from its share of profits and dividends of businesses and projects it holds stakes in, such as LNG ventures, mines and Lawson convenience stores. This makes its earnings track commodity prices. Berkshire Hathaway has held a stake since 2020.
In one line: A Japanese conglomerate akin to a trading-and-investment version of Berkshire Hathaway.
Moat: narrow (scale, distribution, installed base). Vast global trading/logistics network and long-term resource equity stakes built over a century.
Headquarters: Tokyo, Japan · Founded: 1950 · Employees: 63,037
Size Mitsubishi (8058.T) is a Japan Industrials company (Wholesale Distributors) with a market value of $105B, the 14th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥4,958 on 6 Nov 2026.
Performance Over six months the shares fell 0.6%, against +1.5% for the median peer and +1.8% for the Japan market (cap-weighted) — 4th lowest of 8 in its peer set.
Growth Revenue grew 15.6% over the last twelve months (peer median +13.5%); the operating margin is 2.9% (peer median 9.6%).
Valuation It trades at 14.8× forward earnings against a peer median of 13.0× (4th most expensive of 8).
Price implies For today's price to make sense, revenue must grow about 19% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is +11 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 5.4 points below its cost of capital (7.9% WACC).
Credit Mitsubishi has 5 bonds outstanding ($2.51B), rated A by the agencies and trading like AA- at a weighted spread of 80 bp.
Next results Next results expected around 4 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥20.7T | ¥18.9T | ¥18.6T | ¥19.6T | ¥21.6T |
| Revenue growth | — | +2% | -5% | -9% | — |
| Gross profit | ¥1.92T | ¥1.66T | ¥1.84T | ¥2.36T | ¥2.56T |
| EBITDA | ¥1.07T | ¥816B | ¥842B | ¥1.27T | ¥1.54T |
| Net income | ¥1.06T | ¥800B | ¥951B | ¥964B | ¥1.18T |
| Free cash flow | ¥1.62T | ¥1.14T | ¥1.27T | ¥827B | ¥1.48T |
| Capital expenditure | ¥428B | ¥353B | ¥384B | ¥521B | ¥455B |
| Total debt | ¥6.85T | ¥6.51T | ¥5.34T | ¥5.69T | ¥6.56T |
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 |
|---|---|---|---|---|---|---|
| Mitsubishi 8058.T | $105B | -1% | +16% | 3% | 14.8× | 18.8% |
| Mitsui & 8031.T | $82.4B | -22% | +10% | 3% | 12.7× | n/a |
| Sumitomo 8053.T | $47.7B | +9% | +6% | 5% | 11.3× | 15.2% |
| 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 | 8058.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +5.2% | -8.3% | 3rd highest of 8 |
| 6-month return | -0.6% | +1.5% | 4th lowest of 8 |
| Distance from 52-week high | -17.5% | -17.8% | 4th highest of 8 |
| Revenue growth (TTM) | +15.6% | +13.5% | 4th highest of 8 |
| Operating margin | 2.9% | 9.6% | 2nd lowest of 8 |
| Forward P/E | 14.8× | 13.0× | 4th most expensive of 8 |
| Growth the price implies (Req g, 7 yrs) | 18.8% | 10.9% | most demanding of 7 |
| Growth delivered (Del g) | +8.0% | +9.3% | 2nd lowest of 7 |
| Hurdle (Req g minus delivered) | +10.8 pp | +2.0 pp | most demanding of 7 |
| ROIC minus cost of capital | -5.4 pp | +9.7 pp | lowest of 8 |
| EV / EBITDA | 20.8× | 18.5× | 2nd most expensive of 6 |
| Net debt / EBITDA | 4.7× | 1.9× | 2nd most indebted of 7 |
| Bond spread | 80 bp | 83 bp | 3rd tightest of 5 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Mitsubishi 8058.T | Japan | $105B | -1% | +16% | 3% | 14.8× | 18.8% | +8.0% |
| Glencore GLEN.L | United Kingdom | $78.0B | -14% | +27% | 2% | 10.9× | n/a | n/a |
| W. W. Grainger GWW | United States | $67.9B | +17% | +9% | 17% | 28.2× | 11.9% | +8.7% |
| Fastenal FAST | United States | $60.8B | +20% | +14% | 21% | 38.3× | 14.2% | +7.7% |
| 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% |
| Toyota Tsusho 8015.T | Japan | $36.8B | +2% | +25% | 5% | 13.0× | 9.8% | +12.9% |
Mitsubishi has 5 bonds outstanding with $2.51B face value. The agencies rate it A; its bonds trade like AA-. Weighted yield 4.62%, a spread of 80 bp over government bonds.