TickerTalks
Browse all tickers →
TickerTalks›$MIMTF
MIMIMTF

Mitsubishi Materials Corporation

$MIMTF·$4.2B·Industrial Materials·Basic Materials
$32.000.0%1Y+95.8%
Price updated 42d ago·X counts updated 44d ago
MIMIMTF
$MIMTFMitsubishi Materials Corporation
$32.000.00%0 posts
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $MIMTF on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

0X posts · last 7 days
No mention history yet

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MIMTF — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-04

The move is getting stronger, with heavier trading behind it.

Japanese conglomerate Mitsubishi Materials up 96% in a year with big Q1 beat and multiple industrial segments.

Mitsubishi Materials Corporation is a Japanese diversified conglomerate (metals, metalworking, cement, environmental, electronic materials) — a mid-cap industrial with real re-rating momentum.

  • Stock at $32.00, up ~96% over twelve months, sitting at 69% of the 52-week range and above both the 50-day and 200-day moving averages — a solid uptrend.
  • EPS beats have been enormous — Q1 fiscal 2027 at $2.41 vs $0.45 expected (+441%), Q4 fiscal 2026 at $0.20 vs -$0.56 (+136%), Q2 fiscal 2026 at $1.51 vs $0.57 (+164%), Q4 fiscal 2025 at $0.49 vs $0.06 (+783%) — extraordinary beat pattern.
  • Fundamentals are attractive: PE 14.4, gross margin 11% (typical conglomerate), operating margin 3.3%, ROIC 3%, ROE 5.8%, FCF yield 0 (data-pack blank), debt/equity 0.89 (moderate).
  • Volume multiplier 0.007 — extraordinarily thin US-broker trading (main liquidity in Tokyo).
  • Analyst forward estimates step meaningfully in yen — 2027 EPS 489, 2028 543, 2029 553 — supportive growth.

Beta 0.79 is defensive; the swing factor is Japanese-yen direction and industrial-commodity pricing.

What to watch: November 11 earnings ($0.44 EPS consensus), copper, cement, and electronic-materials segment commentary, Japanese-yen direction, and any large customer-contract announcements.

On the calendar: 2026-11-11 earnings

no x sentimentadr

Read the AI verdict on $MIMTF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Japanese industrial conglomerate producing copper products, carbide cutting tools, cement, and electronic materials for global manufacturers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial Materials sits in its cycle right now — and what that implies for $MIMTF.

Industrial Materials · Basic Materials

No material change from last week — US domestic rare earth supply chain buildout remains the structural driver: MP Materials trades on Beijing's forced divestiture of Chinese shareholder, reinforcing supply-chain-security thesis.

What this means for $MIMTF

Partial — semiconductor exposure exists but product mix may not fully align with the AI capex driver; Mitsubishi Materials Corporation, along with its various subsidiaries, operates .

Industry benchmark

17-name peer basket
-8.5%YTD
-30.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
14.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
10.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$2.41$0.45+440.7%
Q1 2026May 13, 2026$0.20$-0.56+136.2%
Q4 2025Feb 12, 2026$1.51$0.57+163.5%
Q3 2025Nov 11, 2025$0.49$0.06+783.4%
Next earningsWed, Nov 11·consensus EPS $0.44

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$2.01T$1.90T – $2.13T$488.76$455.95 – $546.586
FY28$2.07T$1.96T – $2.32T$543.50$507.02 – $607.796
FY29$2.05T$1.94T – $2.24T$553.16$516.03 – $618.595
FY30$1.99T$1.88T – $2.17T$569.20$530.99 – $636.533
FY31$2.01T$1.91T – $2.19T$575.27$536.65 – $643.322

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.69%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+12.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+12.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 122.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.795-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

In themes

Explore the broader themes this ticker is being talked about under.

Semiconductor OnshoringAdvanced Packaging & AI Interconnect

More in Industrial Materials

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$MP$XPL$USAR$WWR$CRML$VALE$RIO$LAC
Voices on X · last 7 days

No standout posts about $MIMTF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport