Mitsubishi Estate Co Ltd
Mitsubishi Estate Co Ltd is a real estate company engaged in real estate rental, development, and operations, generating revenue primarily through property management and development activities.
Business. Mitsubishi Estate Co Ltd (8802.T) is a real estate company engaged in rental, development, and operations activities. The firm generates revenue primarily through rental income and is listed on the Tokyo Stock Exchange under the ticker 8802.T. Specific details regarding operating segments and geographic breakdowns are not provided in the available data. The company is headquartered in Japan, consistent with its primary listing market.
Analyst recommendations
13 analysts · consensus BuyAt a glance
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- Macro
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
- Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
- Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
- Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
Mitsubishi Estate Co Ltd (8802.T) is a real estate company engaged in rental, development, and operations activities. The firm generates revenue primarily through rental income and is listed on the Tokyo Stock Exchange under the ticker 8802.T. Specific details regarding operating segments and geographic breakdowns are not provided in the available data. The company is headquartered in Japan, consistent with its primary listing market.
Mitsubishi Estate Co Ltd has a debt-to-equity ratio of 1.31, indicating a moderate level of leverage, and a current ratio of 2.23, suggesting it has sufficient short-term assets to cover its short-term liabilities. The company's liquidity position is assessed as medium, with a negative net cash position after subtracting total debt.
The company's profitability is reflected in a return on equity of 3.79% and a return on assets of 1.2%, which are key metrics for evaluating performance in the real estate industry. These figures suggest that the company is generating a modest return on its equity and assets, which is in line with the industry's typical performance metrics.
Mitsubishi Estate Co Ltd's revenue is primarily concentrated in its core real estate operations, with no significant diversification into other business segments. The company's geographic exposure is primarily within Japan, with no substantial international operations disclosed.
The company's growth trajectory is expected to be influenced by its capital expenditure and operating cash flow. With a capital expenditure of -451.4 billion JPY and an operating cash flow of 307.2 billion JPY, the company is investing heavily in its operations, which could support future growth.
The risk assessment for Mitsubishi Estate Co Ltd indicates a medium liquidity risk and a low dilution risk. The company's key financial flags include a negative net cash position after subtracting total debt, which could affect its liquidity in the short term. The dilution risk is assessed as low, with no significant dilution potential identified in the basic shares outstanding.
Recent events and filings do not indicate any significant changes in the company's operations or financial strategy. The company's financial performance and risk profile remain stable, with no major disruptions reported in the latest filings.
- Mitsubishi Estate Co Ltd has a moderate level of leverage with a debt-to-equity ratio of 1.31.
- The company's return on equity is 3.79%, indicating a modest return on its equity.
- The company's liquidity position is assessed as medium, with a negative net cash position after subtracting total debt.
- The company is investing heavily in its operations, with a capital expenditure of -451.4 billion JPY.
- The risk assessment indicates a medium liquidity risk and a low dilution risk.
- margin_outlook_rationale: The company's margin outlook is stable, driven by consistent property management and development activities.
- rd_outlook_rationale: Research and development is not a significant factor in the real estate industry, and the company does not report substantial R&D expenditures.
Bull / Bear case
Generated · model-assistedRevenue grew 6.9% annually over four years, reaching 1.58 trillion JPY in fiscal 2025.
Analysts project 24.2% upside to a mean price target of 5,273 JPY from current levels.
Net income expanded 8.7% annually over four years, demonstrating consistent profitability growth.
Return on equity of 3.8% outperforms the 2.0% median for the real estate sector.
Debt-to-equity ratio of 1.31 is more than double the 0.56 sector median.
The company faces high credit risk according to internal risk flag assessments.
Free cash flow deteriorated to negative 228 billion JPY in fiscal 2024.
Long-term debt increased to 3.34 trillion JPY in fiscal 2025, rising steadily.
Capex intensity ranks in the bottom quartile compared to the real estate cohort median.
In focus — financials by report
Revenue ¥466.87B, +14,8% YoY; Operating income +53,5% YoY.
- ▍Revenue ¥466.87B, +14,8% YoY
- ▍Operating income +53,5% YoY
- ▍Net income +76,5% YoY
- ▍Net margin 21.1%
Revenue ¥386.25B, +23,5% YoY; Operating income −10,8% YoY.
- ▍Revenue ¥386.25B, +23,5% YoY
- ▍Operating income −10,8% YoY
- ▍Net income +8,3% YoY
- ▍Net margin 6.8%
Revenue ¥356.95B, +8,8% YoY; Operating income −1,7% YoY.
- ▍Revenue ¥356.95B, +8,8% YoY
- ▍Operating income −1,7% YoY
- ▍Net income +23,3% YoY
- ▍Net margin 9.0%
Revenue ¥531.89B, −8,0% YoY; Operating income −2,1% YoY.
- ▍Revenue ¥531.89B, −8,0% YoY
- ▍Operating income −2,1% YoY
- ▍Net income −8,1% YoY
- ▍Net margin 15.7%
Revenue ¥406.85B; Operating income ¥76.69B.
- ▍Revenue ¥406.85B
- ▍Operating income ¥76.69B
- ▍Net margin 13.7%
Revenue ¥312.83B; Operating income ¥46.54B.
- ▍Revenue ¥312.83B
- ▍Operating income ¥46.54B
- ▍Net margin 7.7%
Revenue ¥328.24B; Operating income ¥50.51B.
- ▍Revenue ¥328.24B
- ▍Operating income ¥50.51B
- ▍Net margin 7.9%
Revenue ¥578.24B; Operating income ¥122.50B.
- ▍Revenue ¥578.24B
- ▍Operating income ¥122.50B
- ▍Net margin 15.7%
Revenue ¥1.58T, +5,0% YoY; Operating income +10,6% YoY.
- ▍Revenue ¥1.58T, +5,0% YoY
- ▍Operating income +10,6% YoY
- ▍Net income +12,4% YoY
- ▍Free cash flow +19,5% YoY
- ▍Net margin 12.0%
Revenue ¥1.50T, +9,2% YoY; Operating income −6,3% YoY.
- ▍Revenue ¥1.50T, +9,2% YoY
- ▍Operating income −6,3% YoY
- ▍Net income +1,9% YoY
- ▍Free cash flow −284,9% YoY
- ▍Net margin 11.2%
Revenue ¥1.38T, +2,1% YoY; Operating income +13,3% YoY.
- ▍Revenue ¥1.38T, +2,1% YoY
- ▍Operating income +13,3% YoY
- ▍Net income +6,6% YoY
- ▍Free cash flow +40,1% YoY
- ▍Net margin 12.0%
Revenue ¥1.35T, +11,8% YoY; Operating income +30,5% YoY.
- ▍Revenue ¥1.35T, +11,8% YoY
- ▍Operating income +30,5% YoY
- ▍Net income +14,4% YoY
- ▍Free cash flow +18,1% YoY
- ▍Net margin 11.5%
Valuation TTM
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 181,99 |
| Revenue | —no estimate | —no estimate | 1,86T JPY |
| Operating income | —no estimate | —no estimate | —no estimate |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
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- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Capex To Revenuecapital_expenditure / revenue
- Return On Equitynet_income / total_equity
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- Cash Conversion Ratiooperating_cash_flow / net_income
- Mitsubishi Estate Co Ltd Market data — financials · 2026-05-27
- Mitsubishi Estate Co Ltd Market data — analyst estimates · 2026-05-27
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,00 %$0M
Leadership
- Yuji FujiokaExecutive Vice President