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
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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