Marubeni (MARUY) could be a great choice for investors looking to make a profit from fundamentally strong stocks that are currently on the move. It is one of the several stocks that made it through our "Recent Price Strength" screen.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Investors buying stocks in June should look for companies that boast improving earnings outlooks to earn a Zacks Rank #1 (Strong Buy) and are also efficiently generating profits.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Marubeni remains a compelling buy as Japanese equities gain favor amid U.S. market uncertainty, supported by Buffett's increased stake and attractive valuations. The company boasts strong cash generation, progressive dividends, and aggressive buybacks, all while trading at a discount to peers despite superior revenue growth. Risks from potential U.S. tariffs exist, but Marubeni's diversified business model, global supply chains, and proactive risk management provide resilience.
XOM's low-carbon ammonia supply agreement is contingent upon the U.S. energy giant making a final investment decision on the construction of its planned hydrogen facility.
Marubeni Corporation's FY26 net profit guidance exceeded consensus by 4%, thanks to its plans for increased investments and business diversification. The company's repurchase program was recently expanded by +133% to JPY 70B. I continue to rate Marubeni as a Buy, as I'm impressed with its financial and shareholder return prospects.
Copper increases continue to support Marubeni. Weakness in China means a poor outlook for coking coal, but also further beneficial run-cuts at Chinese copper smelters. A colder winter could be good for Marubeni's power business. With other Japanese trading houses also sporting commodity-based businesses, many less secularly supported than Marubeni's, Marubeni's discount seems unwarranted.
Investors with an interest in Diversified Operations stocks have likely encountered both Marubeni Corp. (MARUY) and Danaher (DHR). But which of these two stocks is more attractive to value investors?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Marubeni Corporation faces mixed prospects: Rising copper prices boost metals, but falling coking coal and oil prices pressure earnings. The agri business sees modest profit growth despite falling input prices, but competitive dynamics and oversupply cap upside for now. Its portfolio is otherwise growing reasonably well, but Marubeni is primarily a commodity play.
SKM, RACE, OKTA, MHO and MARUY have been added to the Zacks Rank #1 (Strong Buy) List on September 27, 2024.