ITOCHU (8001) Resumen de Acciones
ITOCHU Corporation se dedica al comercio y la importación/exportación de diversos productos en todo el mundo. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 1/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 5/6 |
| Dividendos | 5/6 |
8001 Community Fair Values
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Analyst Price Targets
Competidores de ITOCHU Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | JP¥2,275.00 |
| Máximo en las últimas 52 semanas | JP¥2,326.50 |
| Mínimo de 52 semanas | JP¥1,650.20 |
| Beta | 0.56 |
| Cambio en 1 mes | 8.83% |
| Variación en 3 meses | 21.24% |
| Cambio de 1 año | 32.81% |
| Variación en 3 años | 99.81% |
| Variación en 5 años | 220.69% |
| Variación desde la OPV | 1,623.48% |
Noticias y actualizaciones recientes
Recent updates
Actualización de narrativa • Jul 16
8001: Marine Ammonia Fuel And Strong Non Resource Profits Will Support Steady Outlook
Analysts have raised their price target on ITOCHU from ¥1,840 to ¥2,060, citing updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples as the main drivers of this change. What's in the News Itochu Corporation and Peninsula Petroleum formed a joint marine fuel ammonia bunkering company in Europe, targeting ammonia supply for shipping as a cleaner marine fuel and supporting decarbonization in maritime operations.
Actualización de narrativa • Jul 02
8001: Dividend And Earnings Outlook Will Support Higher Future P/E
Analysts have raised their fair value target on ITOCHU to ¥2,800 from ¥2,600, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E. What's in the News Nanoramic, Inc.Artículo de análisis • Jun 19
ITOCHU's (TSE:8001) Profits May Not Reveal Underlying Issues
ITOCHU Corporation ( TSE:8001 ) just released a solid earnings report, and the stock displayed some strength. While the...
Actualización de narrativa • Jun 18
8001: Battery Materials Rollout And E Waste Push Will Support Re Rating
The analyst price target for ITOCHU has been adjusted slightly lower to ¥2,416.92 from ¥2,457.69, with analysts citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E estimates as the key drivers of the change. What’s in the News for ITOCHU Nanoramic, Inc.Actualización de narrativa • Jun 04
8001: Battery Materials And E Waste Expansion Will Support Future Re Rating
Analysts have slightly trimmed their fair value estimate for ITOCHU to around ¥2,458. This reflects small adjustments to discount rate, revenue growth, profit margin and future P/E assumptions in their updated models.Actualización de narrativa • May 20
8001: Capital Returns And E Waste Expansion Will Support Future Re Rating
The analyst price target for ITOCHU has shifted modestly higher from ¥2,452.31 to ¥2,476.92, as analysts factor in updated assumptions for revenue growth, profit margin and future P/E, which slightly adjust their view of the stock’s risk and earnings profile. What's in the News Nissin Foods entered into a Master Raw Materials and Products Procurement Agreement with ITOCHU for 2026 to 2028, covering wheat flour and a range of food products supplied on normal commercial terms with market benchmarking for pricing transparency (Key Developments).Actualización de narrativa • Apr 26
8001: Capital Returns And E Waste Venture Will Support Future Re Rating
Analysts have adjusted their fair value estimate for ITOCHU slightly higher from ¥2,429.23 to ¥2,452.31, citing small updates to discount rate assumptions, profit margin forecasts, and the projected future P/E multiple. What's in the News A board meeting is scheduled for April 15, 2026 to consider changes in Audit & Supervisory Board members, indicating upcoming adjustments in governance roles (Key Developments).Actualización de narrativa • Apr 09
8001: Capital Returns And E Waste Venture Will Support Future Re Rating
Analysts have slightly raised their price target on ITOCHU, with fair value moving from ¥2,421.54 to ¥2,429.23, as small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions feed through their models. What's in the News Board meetings are scheduled for February 25 and March 26, 2026, to review and express support for a Tender Offer, including recommendations that shareholders tender Target Company shares and consideration of a capital and business alliance agreement with the Target Company (Key Developments).Actualización de narrativa • Mar 26
8001: Clear Capital Policy And Growth Roadmap Will Support Future Re Rating
Analysts have lifted their price target on ITOCHU to ¥2,422 from ¥2,300, citing updated assumptions that include a slightly higher future P/E and profit margin, along with a fresh Buy initiation and ¥2,500 target from recent Street research that highlights the company’s clear growth strategy and capital policy. Analyst Commentary Bullish Takeaways Bullish analysts point to the clear growth strategy and capital policy as key reasons why ITOCHU screens well on execution quality.Actualización de narrativa • Mar 08
8001: Clear Capital Policies And Growth Roadmap Will Support Balanced Long Term Outlook
Narrative Update on ITOCHU The analyst price target for ITOCHU has been raised from ¥2,246 to ¥2,300. Analysts point to clearer growth plans and capital policies, along with updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E.Nueva narrativa • Feb 27
Non Resource Consumer Dependence And Execution Risks Will Challenge Long Term Earnings Stability
Catalysts About ITOCHU ITOCHU is a Japanese trading group that focuses on non resource consumer related businesses alongside resource operations. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Feb 22
8001: Clear Growth Roadmap And Capital Policy Will Support Balanced Long Term Outlook
Analysts have raised the fair value estimate for ITOCHU to ¥2,246 from ¥2,230, citing recent coverage that highlights the company's clearly defined growth plans and capital policy as key supports for a Street price target of ¥2,500. Analyst Commentary Bullish Takeaways Bullish analysts point to the ¥2,500 price target as support for the higher fair value estimate, arguing that clearly articulated growth plans justify some valuation premium within Japan's trading company group.Actualización de narrativa • Feb 08
8001: Clear Growth Roadmap And Capital Policy Will Guide Long Term Outlook
Analysts have modestly raised their price target for ITOCHU to ¥2,230.67 from ¥2,168.33, citing updated assumptions around revenue, profitability, discount rates and future P/E multiples that align with recent positive Street views on the company's growth plans and capital policies. Analyst Commentary Bullish Takeaways Bullish analysts point to the new ¥2,500 price target as support for the view that ITOCHU's current valuation still leaves room for upside if the company follows through on its growth plans and capital policies.Actualización de narrativa • Jan 24
8001: Clear Growth Plans And Capital Policy Will Shape Long Term Outlook
Analysts have lifted their fair value estimate for ITOCHU from ¥2,130 to about ¥2,168 per share, citing more detailed expectations related to long term growth, profitability, and P/E assumptions. These expectations are supported by recent research that outlines clear growth plans and capital policies.Artículo de análisis • Jan 21
These 4 Measures Indicate That ITOCHU (TSE:8001) Is Using Debt Reasonably Well
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Actualización de narrativa • Jan 09
8001: Clear Growth Plans And Capital Policy Will Support Balanced Long Term Outlook
Analysts have trimmed their fair value estimate for ITOCHU from ¥10,175.45 to ¥2,130.33, citing recent Street research that highlights a ¥2,500 price target and an emphasis on the company's clear growth strategy and capital policy among Japan's trading companies. Analyst Commentary Recent Street research coverage provides a clearer view of how analysts are thinking about ITOCHU's long term potential and the risks that could affect the current fair value assumptions.Artículo de análisis • Dec 28
ITOCHU (TSE:8001) Has Announced That It Will Be Increasing Its Dividend To ¥110.00
ITOCHU Corporation's ( TSE:8001 ) dividend will be increasing from last year's payment of the same period to ¥110.00 on...Actualización de narrativa • Dec 15
8001: Uranium Expansion And Buybacks Will Support Stable Long Term Outlook
Narrative Update on Analyst Price Target Analysts have raised their price target on ITOCHU from ¥9,770 to approximately ¥10,175. They cite slightly lower discount rate assumptions, modestly stronger profit margin expectations, and a somewhat higher projected future P/E multiple, which together offset a marginal reduction in long term revenue growth forecasts.Actualización de narrativa • Dec 01
8001: Uranium Project Expansion and Share Buybacks Will Support Steady Outlook
Analysts have raised their price target for ITOCHU from ¥9,735 to ¥9,770, reflecting minor adjustments in growth expectations and valuation metrics. What's in the News ITOCHU, together with Navoiyuran (Uzbekistan) and Orano (France), has expanded its joint venture "Nurlikum Mining" to focus on the industrial development of the "South Djengeldi" uranium deposit in Uzbekistan.Actualización de narrativa • Nov 17
8001: Stable Development and Share Buybacks Will Support Balanced Outlook
Analysts have modestly increased their price target for ITOCHU, raising the estimated fair value from ¥9,696 to ¥9,735. This adjustment is attributed to improved revenue growth projections and a slightly lower discount rate.Artículo de análisis • Nov 13
We Think You Should Be Aware Of Some Concerning Factors In ITOCHU's (TSE:8001) Earnings
Following the solid earnings report from ITOCHU Corporation ( TSE:8001 ), the market responded by bidding up the stock...Actualización de narrativa • Nov 02
8001: Continued Resource Development And Clean Energy Initiatives Will Sustain Balanced Outlook
Analyst Price Target Update for ITOCHU Analysts have maintained their fair value estimate for ITOCHU at ¥9,696. They cite a stable discount rate and future profit expectations as key factors supporting their unchanged outlook.Artículo de análisis • Oct 28
ITOCHU Corporation (TSE:8001) Shares Could Be 28% Above Their Intrinsic Value Estimate
Key Insights The projected fair value for ITOCHU is JP¥7,006 based on 2 Stage Free Cash Flow to Equity ITOCHU is...Actualización de narrativa • Oct 18
Sustainability And Digitalization Will Build Resilient Operations
Narrative Update on ITOCHU: Analyst Price Target Revision Analysts have maintained their fair value estimate for ITOCHU at ¥9,696, with only minimal adjustments to underlying assumptions. They cite steady company fundamentals and sustained profit margins as key factors.Actualización de narrativa • Oct 04
Sustainability And Digitalization Will Build Resilient Operations
Analysts have raised their price target for ITOCHU from ¥9,464 to ¥9,696. They cite modest improvements in revenue growth projections and a slight decrease in the discount rate as key factors supporting their updated outlook.Artículo de análisis • Sep 24
If EPS Growth Is Important To You, ITOCHU (TSE:8001) Presents An Opportunity
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Actualización de narrativa • Sep 19
Sustainability And Digitalization Will Build Resilient Operations
The consensus analyst price target for ITOCHU has increased to ¥9464, primarily reflecting a modest rise in the expected future P/E multiple while revenue growth forecasts remained stable. What's in the News ITOCHU has entered into a Joint Development Agreement with L&T Energy Green Tech Limited to develop and commercialise a 300 KTPA green ammonia project in Gujarat, with plans to offtake ammonia for bunkering in Singapore, supporting both companies' sustainability efforts.Actualización de narrativa • Sep 04
Sustainability And Digitalization Will Build Resilient Operations
With both the consensus future P/E and discount rate holding steady, analysts have made only a marginal upward adjustment in ITOCHU's fair value, increasing the price target from ¥8,977 to ¥9,037. What's in the News ITOCHU has entered a Joint Development Agreement with L&T Energy Green Tech Limited to develop and commercialise a 300 KTPA green ammonia project in Gujarat, supporting clean energy for maritime applications and low-carbon ammonia as marine fuel.Rentabilidad de los accionistas
| 8001 | JP Trade Distributors | Mercado JP | |
|---|---|---|---|
| 7D | 2.8% | 2.6% | -0.5% |
| 1Y | 32.8% | 44.3% | 28.3% |
Rentabilidad vs. Industria: Los resultados de 8001 fueron inferiores a los de la industria JP Trade Distributors, que obtuvo un rendimiento del 44.3% el año pasado.
Rentabilidad vs. Mercado: 8001 superó al mercado JP, que obtuvo un rendimiento del 28.3% el año pasado.
Volatilidad de los precios
| 8001 volatility | |
|---|---|
| 8001 Average Weekly Movement | 3.1% |
| Trade Distributors Industry Average Movement | 3.2% |
| Market Average Movement | 3.9% |
| 10% most volatile stocks in JP Market | 8.8% |
| 10% least volatile stocks in JP Market | 2.0% |
Precio estable de las acciones: 8001 no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado JP.
Volatilidad a lo largo del tiempo: La volatilidad semanal de 8001 (3%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1858 | 114,570 | Masahiro Okafuji | www.itochu.co.jp |
ITOCHU Corporation se dedica al comercio y a la importación y exportación de diversos productos en todo el mundo. El segmento Textil de la empresa produce y vende materias primas, hilos y textiles; y prendas de vestir, mobiliario doméstico y materiales industriales, además de comerciar con productos textiles industriales y de estilo de vida. Su segmento de Maquinaria se dedica a las plantas, puentes, ferrocarriles y otras infraestructuras; generación, transmisión, transformación y venta de energía; agua, medio ambiente y residuos; comercio naval; energías renovables y alternativas; y reciclaje de residuos.
Resumen de fundamentos de ITOCHU Corporation
| Estadísticas fundamentales de 8001 | |
|---|---|
| Capitalización bursátil | JP¥15.89t |
| Beneficios(TTM) | JP¥910.11b |
| Ingresos (TTM) | JP¥15.14t |
17.3x
Ratio precio-beneficio (PE)1.0x
Ratio precio-ventas (PS)¿Está 8001 sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de 8001 | |
|---|---|
| Ingresos | JP¥15.14t |
| Coste de los ingresos | JP¥12.60t |
| Beneficio bruto | JP¥2.54t |
| Otros gastos | JP¥1.63t |
| Beneficios | JP¥910.11b |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 131.70 |
| Margen bruto | 16.78% |
| Margen de beneficio neto | 6.01% |
| Ratio deuda/patrimonio | 57.9% |
¿Cómo se ha desempeñado 8001 a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.9%
Rentabilidad actual por dividendo33%
Ratio de pagos¿Paga 8001 dividendos fiables?
Ver historial de dividendos e índices de referencia de 8001| fechas de dividendos de ITOCHU | |
|---|---|
| Fecha ex dividendo | Sep 29 2026 |
| Fecha de pago de dividendos | Dec 02 2026 |
| Días hasta ex dividendo | 19 days |
| Días hasta la fecha de pago de dividendos | 83 days |
¿Paga 8001 dividendos fiables?
Ver historial de dividendos e índices de referencia de 8001Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/10 09:38 |
| Precio de las acciones al final del día | 2026/09/10 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2026/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
ITOCHU Corporation está cubierta por 27 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Kazuhisa Mori | Barclays |
| Takashi Enomoto | BofA Global Research |
| Chika Fukumoto | Citigroup Inc |