Obermatt

Mitsubishi Logistics

TYO:9301 · JP3902000003
Transportation InfrastructureLarge

360

74
EV / EBIT3
Price / Owner Earnings56
Owner Earnings Yield98
Dividend Yield59
Price/Sales31
EV / Gross Profit21
Price/Book54
Return on Capital10
Cash Return on Capital96
Return on Equity77
EBIT Margin28
Gross Profitability18
Cash Conversion6
Accruals31
Owner Earnings Margin90
Sales growth27
Profit Growth63
Long-Term EPS Growth8
Owner Earnings Growth87
Reinvestment97
Price momentum81
Debt load80
Refinancing49
Debt Payback80
Liquidity81
Analyst ratings73
Opinion Changes50
Price Target Upside39
Market mood72
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Mitsubishi Logistics clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryJapan
IndustryTransportation Infrastructure
SizeLarge
TypePublic Company
ExchangeTSE
Founded1887
Employees6
ISINJP3902000003
Last UpdateApr 2, 2026
Index & Theme
Storage ManagementFreight ServiceMarine TransportationTransportationWarehousing

Description

Analysis

Middle-of-the-road

Mitsubishi Logistics Corporation is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is attractive. You pay 8.6× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly -5% yearly growth; analysts expect -6%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is sturdy. The company scores 10/20 on our value-creation score: creating some value.

What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
100
2023202420252026

All-time high

100

Jun 2026

All-time low

57

Jan 2023

Average rank

89

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
31
27
39
52
Price/Earnings
78
97
69
55
Price/Book
54
68
78
93
Dividend Yield
59
52
51
64
Value (overall)
67
71
66
79

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →