MITSY (Mitsui) Forward Rate of Return (Yacktman) %: 15.84% (As of Mar. 2026) — 23% Below Median

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Director of Data and Quant Analytics at GuruFocus
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MITSY Mitsui & Co Ltd MITSY
76 GF Score
Price $594.86
GF Value $419.85
Valuation Significantly Overvalued
! 9 Warning Signs
View Full Analysis

What is Mitsui Forward Rate of Return (Yacktman) %?

Mitsui MITSY +2.42% 76 Forward Rate of Return (Yacktman) % is 15.84% as of Mar. 2026, which is 23% below its 10-year median of 20.60. GuruFocus rates MITSY with a GF Score™ of 76/100 and a GF Value™ of $419.85 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 428 Conglomerates companies, Mitsui ranks better than 57.94% on this metric.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Mitsui's forward rate of return for was 15.84%.

The historical rank and industry rank for Mitsui's Forward Rate of Return (Yacktman) % or its related term are showing as below:

MITSY' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -4.59   Med: 20.6   Max: 29.32
Current: 16.63

During the past 13 years, Mitsui's highest Forward Rate of Return was 29.32. The lowest was -4.59. And the median was 20.60.

MITSY's Forward Rate of Return (Yacktman) % is ranked better than
57.94% of 428 companies
in the Conglomerates industry
Industry Median: 13.785 vs MITSY: 16.63

Unlike the Earnings Yield %, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.


Mitsui  (OTCPK:MITSY) Forward Rate of Return (Yacktman) % Explanation

Unlike the Earnings Yield, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.

For the growth part of the Forward Rate of Return calculation, GuruFocus uses the 5-year average growth rate of EBITDA per share as the growth rate, and the growth rate is always capped at 20%. For the Free Cash Flow we use per share data averaged over five years. The reason we use five years is to make it comparable to the growth rate.


Be Aware

In the Forward Rate of Return calculation, the growth rate is added directly to today's free cash flow yield. Therefore the calculation is reliable only if the company can grow at the same rate in the future as it did in the past. Investors should pay close attention to this when researching growth stocks. A more accurate measurement for return is Return on Capital.


Mitsui Forward Rate of Return (Yacktman) % Related Terms


Mitsui Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for Mitsui's Forward Rate of Return (Yacktman) % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Mitsui Forward Rate of Return (Yacktman) % Chart

Mitsui Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 16.31 27.04 24.73 27.25 15.84

Mitsui Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Forward Rate of Return (Yacktman) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 27.25 27.18 25.75 20.91 15.84

MITSY vs HON, MMM: Forward Rate of Return (Yacktman) % Comparison

For the Conglomerates subindustry, Mitsui's Forward Rate of Return (Yacktman) %, along with its competitors' market caps and Forward Rate of Return (Yacktman) % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Mitsui Forward Rate of Return (Yacktman) % vs Conglomerates Industry

For the Conglomerates industry and Industrials sector, Mitsui's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where Mitsui's Forward Rate of Return (Yacktman) % falls into.


MITSY
76GF Score
Mitsui & Co Ltd MITSY
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Mitsui Forward Rate of Return (Yacktman) % Calculation

Forward Rate of Return is a concept that Don Yacktman uses in his investment approach. Yacktman explained the forward rate of return concept in detail in his interview with GuruFocus. Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. He said in the interview (March 2012, when the S&P 500 was at about 1400):

If the business is stable, this calculation is fairly straightforward. For instance, on the S&P 500 we would normalize earnings. We would then calculate what percentage of those earnings are not reinvested in the underlying businesses and are therefore free. Historically, for the S&P 500, this has been just under 50% of earnings. Currently, we expect the S&P to earn about 70 on a normalized basis, a number which is far below reported earnings due to our adjusting for record high profit margins. $70 X ½ / 1400 gives you a normalized free cash flow yield of approximately 2.5%.

The historical real growth rate of the S&P 500 (companies) is about 1.5%. Assuming an inflation rate of 2.5%, the forward rate of return on an investment in the S&P 500 is about 6.5% today (2.5% free cash flow yield plus 1.5% real growth plus 2.5% inflation).

Mitsui's Forward Rate of Return of Mar. 2026 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=26.11390476/775.31+0.0445
=7.82 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a Forward Rate of Return (Yacktman) % of 15.84% mean?
Mitsui (MITSY) has a Forward Rate of Return (Yacktman) % of 15.84% as of Mar. 2026. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Mitsui and its competitors. This is 23% below median its historical median of 20.60. According to the industry distribution chart, Mitsui ranks #180 out of 428 companies in the Conglomerates industry, placing it in the top 42.1%.
Is Mitsui's Forward Rate of Return (Yacktman) % too high?
Mitsui's current Forward Rate of Return (Yacktman) % of 15.84% is 23% below median its 10-year median of 20.60. The Conglomerates industry median Forward Rate of Return (Yacktman) % is 13.79. Mitsui's value of 15.84% is 14.9% above this industry median. Based on the distribution chart, Mitsui ranks #180 out of 428 companies in the Conglomerates industry, which is above the industry midpoint. Overall, Mitsui has a GF Score™ of 76/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Mitsui's Forward Rate of Return (Yacktman) % compare to HON and MMM?
According to the Conglomerates industry distribution chart, Mitsui ranks #180 out of 428 companies for Forward Rate of Return (Yacktman) %. This puts Mitsui in the upper half of its industry. The industry median Forward Rate of Return (Yacktman) % is 13.79. Mitsui's value of 15.84% is 14.9% above this benchmark. While the company's 10-year median is 20.60 vs. the industry median of 13.79, Mitsui has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward Rate of Return (Yacktman) % for a Conglomerates company?
The median Forward Rate of Return (Yacktman) % among Conglomerates companies is 13.79, based on 428 companies in the industry. Companies in the top quartile (top 25%) have a Forward Rate of Return (Yacktman) % significantly above this median, while those in the bottom quartile fall well below. However, Forward Rate of Return (Yacktman) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Mitsui's current Forward Rate of Return (Yacktman) % of 15.84% is 14.9% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward Rate of Return (Yacktman) % mean?
A high Forward Rate of Return (Yacktman) % can signal that a stock is expensive relative to its fundamentals. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Mitsui and its competitors. For the Conglomerates industry, the median Forward Rate of Return (Yacktman) % is 13.79 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Mitsui's current Forward Rate of Return (Yacktman) % is 15.84%, which is 23% below median its own 10-year median of 20.60. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Mitsui stock overvalued right now?
Based on GuruFocus' analysis, Mitsui (MITSY) is currently considered Significantly Overvalued. The stock's GF Value™ is $419.85, compared to a current price of $594.86 — trading 41.7% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 15.84%, which is 23% below median its 10-year median of 20.60 and 14.9% above the Conglomerates industry median of 13.79. Mitsui's overall GF Score™ is 76/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Rate of Return (Yacktman) % calculated?
Forward Rate of Return (Yacktman) % is calculated from a company's financial statements. For Mitsui (MITSY), the current Forward Rate of Return (Yacktman) % is 15.84% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Mitsui (MITSY) Overvalued in 2026?

Based on GuruFocus' analysis, Mitsui stock appears to be overvalued. The current stock price of $594.86 is trading 41.7% above its estimated GF Value™ of $419.85. GuruFocus considers Mitsui to be Significantly Overvalued.

Key valuation signals for MITSY:

  • Forward Rate of Return (Yacktman) %: 15.84% (23% below median its 10-year median of 20.60)
  • GF Value™: $419.85 vs. price of $594.86 (41.7% above fair value)
  • GF Score™: 76/100 with 9 warning signs
  • Industry Position: 14.9% above the Conglomerates median (#180 of 428)

No single metric tells the full story. See the MITSY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Mitsui Business Description

Address 2-1, Otemachi 1-chome, Chiyoda-ku, Tokyo, JPN, 100-8631
Mitsui is a general trading house, or sogo shosha, a type of conglomerate unique to Japan. Its core role is that of a trading intermediary in a variety of industrial sectors, including resources businesses like energy and metals as well as nonresources businesses, both industrial ones like machinery and nonindustrial ones like food, healthcare, and retail. In addition to acting as a trading intermediary (including midstream processing functions to convert inputs into final products), Mitsui participates in upstream production businesses and downstream distribution businesses. Among Japan's large trading houses, Mitsui has the highest exposure to resources businesses.
76GF Score

Get the complete analysis for MITSY

Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$594.86
Price
$419.85
GF Value