Mitsui & Co., Ltd.

TSE:8031 Rapport sur les actions

Capitalisation boursière : JP¥15.8t

Mitsui Croissance future

Future contrôle des critères 1/6

Mitsui devrait augmenter ses bénéfices et son chiffre d'affaires de 6% et de 3.1% par an respectivement. Le BPA devrait croître de de 7.1% par an. Le rendement des capitaux propres devrait être 11% dans 3 ans.

Informations clés

6.0%

Taux de croissance des bénéfices

7.08%

Taux de croissance du BPA

Trade Distributors croissance des bénéfices6.3%
Taux de croissance des recettes3.1%
Rendement futur des capitaux propres10.95%
Couverture par les analystes

Good

Dernière mise à jour18 May 2026

Mises à jour récentes de la croissance future

Article d’analyse Feb 06

Mitsui & Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

Mitsui & Co., Ltd. ( TSE:8031 ) just released its latest quarterly report and things are not looking great. Mitsui...
Article d’analyse Nov 07

Mitsui & Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

It's been a good week for Mitsui & Co., Ltd. ( TSE:8031 ) shareholders, because the company has just released its...

Recent updates

Mise à jour du récit May 16

8031: Share Buybacks And Offtake Opportunity Will Support Balanced Future Outlook

Analysts now estimate Mitsui's fair value at ¥6,491.54, up from ¥6,436.92. This reflects updated views that incorporate slightly higher revenue growth expectations, a modestly stronger profit margin, and a somewhat lower future P/E assumption.
Article d’analyse May 14

Mitsui's (TSE:8031) Problems Go Beyond Weak Profit

The market wasn't impressed with the soft earnings from Mitsui & Co., Ltd. ( TSE:8031 ) recently. We did some further...
Mise à jour du récit Apr 27

8031: Share Buybacks And Earnings Outlook Will Support Bullish View

The analyst price target for Mitsui has moved from about ¥4,762 to roughly ¥6,437. Analysts cite updated assumptions for revenue growth, profit margins and future P/E levels as the basis for this revised view.
Mise à jour du récit Apr 13

8031: Elevated P/E And Modest Margin Assumptions Will Sustain Downside Risk

Analysts have reiterated a ¥4,190 price target for Mitsui, with the unchanged level reflecting updated views on a slightly higher discount rate, adjusted revenue growth assumptions, a modestly lower profit margin, and a marginally higher future P/E multiple. What's in the News Mitsui updated on its share buyback program, completing the repurchase of 41,075,000 shares, representing 1.43% of shares, for ¥199,999.9 million under the buyback announced on November 5, 2025.
Mise à jour du récit Mar 30

8031: Elevated P/E And Earnings Guidance Will Sustain Downside Risk

Analysts have maintained Mitsui's price target at ¥4,190, noting only modest adjustments to their assumptions, including a slightly lower discount rate, marginally higher expectations for revenue growth and profit margins, and a small revision to the future P/E multiple. What's in the News Mitsui completed a share buyback program announced on November 5, 2025, repurchasing a total of 41,075,000 shares (representing 1.43% of shares) for ¥199,999.9 million across tranches ending December 31, 2025 and March 19, 2026.
Mise à jour du récit Mar 16

8031: Elevated Future P/E And Earnings Guidance Will Sustain Downside Risk

Analysts have kept Mitsui's fair value estimate steady at ¥4,190. Only small adjustments to the discount rate, revenue growth, profit margin assumptions and future P/E expectations are guiding this unchanged price target.
Mise à jour du récit Mar 02

8031: Higher P/E Expectations Will Sustain Downside Risk Despite Buybacks

Analysts have raised their price target on Mitsui from ¥3,560 to ¥4,190, citing updated assumptions for revenue, profit margins, discount rate and future P/E that together suggest a higher assessed fair value. What's in the News Mitsui issued consolidated earnings guidance for the full year ending March 31, 2026, targeting profit attributable to owners of parent of ¥820,000m, or ¥286.26 per basic share (corporate guidance).
Mise à jour du récit Feb 16

8031: Earnings Outlook, Buybacks And Governance Will Shape Balanced Future Returns

Analysts have lifted their price target for Mitsui from ¥5,602.88 to ¥5,900, citing updated assumptions for revenue growth, profit margin, discount rate, and future P/E that refine their overall view of the shares. What's in the News Mitsui issued consolidated earnings guidance for the full year ending March 31, 2026, with profit attributable to owners of parent projected at ¥820,000m, or ¥286.26 per basic share (corporate guidance).
Article d’analyse Feb 06

Mitsui & Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

Mitsui & Co., Ltd. ( TSE:8031 ) just released its latest quarterly report and things are not looking great. Mitsui...
Article d’analyse Feb 05

Mitsui (TSE:8031) Has Announced That It Will Be Increasing Its Dividend To ¥60.00

Mitsui & Co., Ltd. ( TSE:8031 ) will increase its dividend from last year's comparable payment on the 19th of June to...
Mise à jour du récit Feb 02

8031: Buybacks, Dividend Payouts And New CFO Will Support Balanced Outlook

Analysts have raised their fair value estimate for Mitsui from ¥4,487.69 to ¥4,762.31, citing updated assumptions on discount rates, long term revenue growth, profit margins, and future P/E levels. What's in the News Mitsui plans to appoint Makoto Tanaka as Chief Financial Officer on April 1, 2026, with current CFO Tetsuya Shigeta stepping down from the role and remaining as a Director from that date (company announcement).
Mise à jour du récit Jan 19

8031: Future Buybacks And Earnings Outlook Will Still Point To Downside Risk

Analysts now see Mitsui’s fair value at ¥3,560 per share, up from ¥2,860, pointing to slightly softer expected revenue contraction, a modestly higher profit margin and a higher assumed future P/E multiple alongside a lower discount rate in their updated work. What's in the News Mitsui plans to appoint Makoto Tanaka as Chief Financial Officer on April 1, 2026, with current CFO Tetsuya Shigeta moving to a Director role on the same date (Executive Changes).
Article d’analyse Jan 17

Mitsui's (TSE:8031) Shareholders Will Receive A Bigger Dividend Than Last Year

Mitsui & Co., Ltd. ( TSE:8031 ) has announced that it will be increasing its dividend from last year's comparable...
Mise à jour du récit Jan 04

8031: Earnings Upside And Buybacks Will Drive Stronger Share Performance

Analysts have raised their price target for Mitsui from ¥4,700 to approximately ¥5,600, citing a lower perceived risk profile, slightly stronger long term profitability, and a higher expected future valuation multiple. What's in the News Mitsui agreed a Memorandum of Understanding with AM Green to explore strategic collaboration and potential investment across the green aluminum value chain, supporting what is described as the world's first integrated green aluminum production platform powered by renewable energy (Key Developments).
Article d’analyse Jan 01

Mitsui's (TSE:8031) Dividend Will Be Increased To ¥60.00

The board of Mitsui & Co., Ltd. ( TSE:8031 ) has announced that it will be paying its dividend of ¥60.00 on the 19th of...
Mise à jour du récit Dec 19

8031: Buybacks And Dividend Increases Will Support Balanced Outlook Ahead

Analysts have raised their price target on Mitsui modestly to approximately ¥4,490 from about ¥4,440, citing slightly lower discount rate assumptions and marginally improved expectations for long term revenue growth, profit margins, and future valuation multiples. What's in the News Mitsui has launched a large scale share repurchase program of up to 40,000,000 shares (2.77% of its issued capital) for up to ¥200 billion, with all repurchased shares to be cancelled.
Article d’analyse Dec 18

Mitsui (TSE:8031) Is Increasing Its Dividend To ¥60.00

Mitsui & Co., Ltd.'s ( TSE:8031 ) dividend will be increasing from last year's payment of the same period to ¥60.00 on...
Mise à jour du récit Dec 05

8031: Buybacks And Dividend Policy Will Support Measured Outlook Going Forward

Analysts have raised their price target on Mitsui, lifting fair value by roughly ¥360 per share to about ¥4,440, citing modestly higher expectations for revenue growth, profit margins, and future valuation multiples. What's in the News Mitsui revised its consolidated earnings guidance for the year ending March 31, 2026, lifting expected profit attributable to owners of the parent to JPY 820 billion from JPY 770 billion, or JPY 285.24 per basic share (Corporate guidance).
Article d’analyse Dec 04

Mitsui (TSE:8031) Has Announced That It Will Be Increasing Its Dividend To ¥60.00

The board of Mitsui & Co., Ltd. ( TSE:8031 ) has announced that it will be paying its dividend of ¥60.00 on the 19th of...
Mise à jour du récit Nov 21

8031: Share Buyback Program And Institutional Interest Will Shape Steady Outlook

Analysts have maintained their price target for Mitsui at ¥4,076, citing steady financial projections and minor adjustments to key valuation assumptions. What's in the News Berkshire Hathaway increased its stake in Mitsui, with the company confirming the change but not stating a new percentage (Reuters).
Article d’analyse Nov 12

Earnings Troubles May Signal Larger Issues for Mitsui (TSE:8031) Shareholders

Despite Mitsui & Co., Ltd.'s ( TSE:8031 ) recent earnings report having lackluster headline numbers, the market...
Article d’analyse Nov 07

Mitsui & Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

It's been a good week for Mitsui & Co., Ltd. ( TSE:8031 ) shareholders, because the company has just released its...
Mise à jour du récit Nov 07

8031: Future Developments Will Reflect Steady Performance and Heightened Institutional Interest

Narrative Update on Mitsui: Analyst Price Target Revision Analysts have raised their price target for Mitsui from ¥4,010 to approximately ¥4,077. This revision is based on adjustments to discount rates and expected margins, which more than offset slightly lowered revenue growth projections.
Mise à jour du récit Oct 24

Confidence From Global Investors And Low-Carbon Focus Will Shape Cleaner Energy Future

Analysts have maintained Mitsui's fair value estimate at ¥4,010, citing stable underlying financial metrics and minor changes to their revenue growth and profitability assumptions. What's in the News Berkshire Hathaway increased its stake in Mitsui & Co., solidifying confidence from major international investors (Reuters).
Mise à jour du récit Oct 10

LNG And Low-Carbon Ammonia Investments Will Power Cleaner Energy Future

Narrative Update: Mitsui Analyst Price Target Revised Upward Analysts have raised Mitsui's price target from ¥3,881.82 to ¥4,010.00. They cite improvements in profit margin and a slightly lower discount rate as key factors supporting the upward revision.
Mise à jour du récit Sep 26

LNG And Low-Carbon Ammonia Investments Will Power Cleaner Energy Future

Mitsui’s analyst price target saw only a marginal increase, supported by stable discount rate and net profit margin assumptions, resulting in a new fair value of ¥3,882. What's in the News Berkshire Hathaway has increased its stake in Mitsui & Co., with the change in holding confirmed by Mitsui, though no updated percentage was provided.
Article d’analyse Sep 15

Mitsui (TSE:8031) Has Announced That It Will Be Increasing Its Dividend To ¥55.00

Mitsui & Co., Ltd. ( TSE:8031 ) has announced that it will be increasing its dividend from last year's comparable...
Mise à jour du récit Sep 11

LNG And Low-Carbon Ammonia Investments Will Power Cleaner Energy Future

Despite a notable decrease in consensus revenue growth forecasts, Mitsui's consensus price target has been revised upward from ¥3,618 to ¥3,823, likely reflecting improved market sentiment and a higher future P/E multiple. What's in the News Berkshire Hathaway has increased its stake in Mitsui & Co, though the specific ownership percentage was not disclosed by the company (Reuters).
Mise à jour du récit Aug 27

LNG And Low-Carbon Ammonia Investments Will Power Cleaner Energy Future

Mitsui's consensus Analyst Price Target saw a marginal increase to ¥3618, with valuation metrics such as Future P/E and Net Profit Margin remaining largely unchanged, indicating little shift in the company's perceived fair value. What's in the News Mitsui & Co. is participating as a partner in a consortium, led by BHP, that is investigating carbon capture utilization and storage (CCUS) opportunities across China, alongside major industry players such as ArcelorMittal Nippon Steel India, JSW Steel, Hyundai Steel, and Chevron (Bloomberg).
Article d’analyse Aug 08

Mitsui (TSE:8031) Will Pay A Larger Dividend Than Last Year At ¥55.00

Mitsui & Co., Ltd.'s ( TSE:8031 ) dividend will be increasing from last year's payment of the same period to ¥55.00 on...
Article d’analyse Jul 24

Mitsui's (TSE:8031) Upcoming Dividend Will Be Larger Than Last Year's

The board of Mitsui & Co., Ltd. ( TSE:8031 ) has announced that it will be paying its dividend of ¥55.00 on the 3rd of...
Article d’analyse Jul 10

Mitsui's (TSE:8031) Dividend Will Be Increased To ¥55.00

The board of Mitsui & Co., Ltd. ( TSE:8031 ) has announced that it will be paying its dividend of ¥55.00 on the 3rd of...
Article d’analyse Jun 13

A Look At The Intrinsic Value Of Mitsui & Co., Ltd. (TSE:8031)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Mitsui fair value estimate is JP¥3,120 Current share price of...
Article d’analyse May 29

Here's Why Mitsui (TSE:8031) Has A Meaningful Debt Burden

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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Nouveau récit Nov 07

Investments In Healthcare And LNG Fuel Growth Amid Shrinking Margins And Geopolitical Risks

Investments in growth areas like LNG and healthcare are key revenue drivers, enhancing long-term profitability and earnings stability.

Prévisions de croissance des bénéfices et des revenus

TSE:8031 - Estimations futures des analystes et données financières antérieures (JPY Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/202915,199,6351,009,000755,0001,098,5003
3/31/202815,068,054995,006709,2611,105,89210
3/31/202714,712,432921,521N/A869,0008
3/31/202613,995,222833,971-155,487952,912N/A
12/31/202514,035,595860,122-371,347724,090N/A
9/30/202514,089,918912,288494,121850,471N/A
6/30/202514,122,649815,879662,991994,647N/A
3/31/202514,662,620900,342671,3711,017,518N/A
12/31/202414,309,762989,447630,640956,153N/A
9/30/202414,279,3211,019,210675,255993,681N/A
6/30/202414,015,7251,086,944455,111783,012N/A
3/31/202413,324,9421,063,684569,648864,419N/A
12/31/202313,268,3591,016,250854,3661,129,245N/A
9/30/202313,260,0251,047,787943,0391,203,663N/A
6/30/202313,735,0021,108,480896,4541,133,430N/A
3/31/202314,306,4021,130,630819,4721,047,537N/A
12/31/202214,204,6451,122,253828,2211,047,769N/A
9/30/202213,765,1751,049,196606,857810,110N/A
6/30/202212,820,056998,458715,267908,526N/A
3/31/202211,757,559914,722621,371806,896N/A
12/31/202110,859,096769,777448,904629,269N/A
9/30/20219,721,360630,064520,042699,016N/A
6/30/20218,822,896464,165607,883787,963N/A
3/31/20218,010,235335,458557,006772,696N/A
12/31/20209,030,709255,374389,170641,955N/A
9/30/20208,777,968267,384289,611580,535N/A
6/30/20208,696,383329,034254,470562,537N/A
3/31/20208,484,130391,513238,537526,376N/A
12/31/20197,138,544399,223N/A436,068N/A
9/30/20197,155,418425,498N/A575,690N/A
6/30/20197,034,445420,837N/A403,934N/A
3/31/20196,957,524414,215N/A410,670N/A
12/31/20186,252,108391,713N/A512,138N/A
9/30/20185,711,458403,042N/A553,773N/A
6/30/20185,266,688426,137N/A485,498N/A
3/31/20184,892,149418,479N/A553,645N/A
12/31/20174,841,203452,637N/A586,104N/A
9/30/20174,725,866422,466N/A492,570N/A
6/30/20174,525,658355,747N/A567,464N/A
3/31/20174,363,969306,136N/A404,171N/A
12/31/20164,261,35512,485N/A406,177N/A
9/30/20164,293,998-92,074N/A334,578N/A
6/30/20164,495,976-119,202N/A452,353N/A
3/31/20164,759,694-83,410N/A586,991N/A
12/31/20154,912,066186,513N/A572,788N/A
9/30/20155,155,193214,471N/A591,822N/A
6/30/20155,318,093275,621N/A683,952N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 8031 ( 6% par an) est supérieure au taux d'épargne ( 0.8% ).

Bénéfices vs marché: Les bénéfices de 8031 ( 6% par an) devraient croître plus lentement que le marché JP ( 8.7% par an).

Croissance élevée des bénéfices: Les bénéfices de 8031 devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de 8031 ( 3.1% par an) devrait croître plus lentement que le marché de JP ( 5.4% par an).

Croissance élevée des revenus: Le chiffre d'affaires de 8031 ( 3.1% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de 8031 devrait être faible dans 3 ans ( 11 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/25 11:25
Cours de l'action en fin de journée2026/05/25 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Mitsui & Co., Ltd. est couverte par 25 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Kazuhisa MoriBarclays
Takashi EnomotoBofA Global Research
Chika FukumotoCitigroup Inc