
Mitsubishi Chemical Group Corporation (4188.T)
ValueMarkers Composite Index
74% below intrinsic value ($26)
Mitsubishi Chemical Group Corporation (4188.T) — VMCI valuation read
Composite valuation read on 4188.T: VMCI 48/100 against a Basic Materials sector median of 50. The 2-point below-median print is the headline number for Mitsubishi Chemical Group Corporation, and at the mid-cap tier it reflects how the five pillars combine into a single decision-grade score.
Trailing 30-day insider activity for 4188.T: nothing material on SEC EDGAR. With the Form 4 channel quiet, the price-vs-DCF gap and the trailing margin trend carry more weight in the active read.
**Investor frame.** Value, quality, risk in three lines on 4188.T: 4188.T trades at 21.0x earnings, 17% above the Basic Materials median of 18.0x; ROIC of 17.0% sits 7.0pp above the Basic Materials median (10.0%); net debt to EBITDA of 1.6x is the rate-sensitivity line to watch. EV/EBITDA at 14.0x versus 12.0x for Basic Materials closes the value frame.
4188.T rose 1.0% over the trailing 7 days, with a -14.5% read on a 30-day basis.
Mitsubishi Chemical Group Corporation provides performance products, chemicals, industrial gases, health care products, and other products in Japan and internationally. The company's performance products include specialty chemicals, functional food materials, inorganic materials, electronic and electrical components and products, molding and processed products, film and sheet products, synthetic paper and fiber, carbon fiber, equipment, instruments and systems, materials and products for industrial use, construction materials, civil engineering materials, aqua-related materials and products, leisure, sports, and daily goods. Its health care products comprise pharmaceuticals, pharmaceutical formulation materials and related products, drug discovery solutions, diagnostic reagents and instruments, health apparatus and instruments for medical use, medical support, nursing care and health support, and clinical examination and service. The company also offers industrial materials, such as basic chemicals, carbon materials, synthetic resins, and industrial gases; and engineering, information systems, analysis and inspection, packaging and logistics, survey, consulting, and other services. In addition, it provides engineering, transportation, and warehousing services. The company was incorporated in 2005 and is headquartered in Tokyo, Japan.
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