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Added to YB: 2025-05-09

Pitch date: 2025-05-07

8002.T [bullish]

Marubeni Corporation

-0.35%

current return

Author Info

No bio for this author

Company Info

Marubeni Corporation purchases, distributes, and markets industrial and consumer goods. It offers apparel, footwear, home furnishing and sporting goods, household goods, industrial and textile materials, tire and rubber materials, and nursing care products; operates uranium, nuclear fuel cycle, iron ore, coking coal, and copper mines; smelts and refines aluminum; leases temporary steel construction materials; explores, develops, and produces oil and gas; manages infrastructure funds; and develops and manages real estate.

Market Cap

JPY 4.2T

Pitch Price

JPY 2.7K

Price Target

3.6K (+36%)

Dividend

3.94%

Sector

Trading Companies and Distributors

Category

value

Show full summary:
Marubeni Corporation: A Goliath priced like David

8002.T: Sogo shosa trading conglomerate with diverse interests. 10% FCF CAGR over 7yrs, reduced D/E to 0.7, 8.97% ROIC. Management targets higher margins via value-chain shift, 40% div payout (3.94% yield), healthcare expansion. DCF with 5% FCF growth, 8% discount rate yields ¥3,650 target vs current ¥2,536 (8.5x P/E, 1.09x P/B).

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