Berkshire Hathaway A has increased its stake in five major Japanese trading houses, with holdings ranging between 9% and 11% during 2025. The company earned $862 million in dividends from these investments.
The valuation analysis of these stocks shows mixed results. Itochu Corp. (8001) is trading at ¥2,218.00 with a P/E ratio of 16.6x, indicating a fair value upside of -3.9%. Marubeni Corp. (8002) is priced at ¥5,257.00 with a P/E ratio of 14.4x, showing a fair value upside of -13.7%. Mitsui & Co. (8031) is trading at ¥5,318.00 with a P/E ratio of 15.5x, indicating a fair value upside of -12.2%. Sumitomo Corp. (8053) is priced at ¥1,869.50 with a P/E ratio of 13.7x, showing a fair value upside of -17.2%. Mitsubishi Corp. (8058) is trading at ¥5,117.00 with a P/E ratio of 20.9x, indicating a fair value upside of -8.5%.
Analysts have evaluated the quality of these investments based on revenue growth, return on equity (ROE), and debt metrics. Marubeni Corp. has a revenue growth of 10.2% and an ROE of 14.3%. Mitsubishi Corp. has a revenue growth of 9.5% and an ROE of 9.7%. Mitsui & Co. has a revenue growth of 6.5% and an ROE of 11.3%. Itochu Corp. has a revenue growth of 3.1% and the strongest ROE at 14.5%. Sumitomo Corp. has a revenue growth of 2.6% and a high debt-to-equity ratio of 104.4%.
