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Sojitz CorporationTSE:2768 Rapporto sulle azioni

Cap. di mercato JP¥1.2t
Prezzo delle azioni
JP¥6.25k
JP¥6.71k
6.8% sottovalutato sconto intrinseco
1Y80.4%
7D5.6%
Valore del portafoglio
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Sojitz Corporation

Report azionario TSE:2768

Capitalizzazione di mercato: JP¥1.2t

2768 Community Fair Values

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US$3.87FV 1.0% sopravvalutato sconto intrinseco
30972.3%Revenue growth p.a.
162
0
0
4
9d ago

Concorrenti di Sojitz Corporation

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Sojitz
Prezzi storici delle azioni
Prezzo attuale dell'azioneJP¥6,247.00
Massimo di 52 settimaneJP¥7,257.00
Minimo di 52 settimaneJP¥3,446.00
Beta0.75
Variazione di 1 mese-2.71%
Variazione a 3 mesi11.00%
Variazione di 1 anno80.39%
Variazione a 3 anni125.44%
Variazione a 5 anni261.10%
Variazione dall'IPO284.43%

Notizie e aggiornamenti recenti

2768: Fair Outlook As Renewable Gas Partnership Will Guide Future Execution

Analysts have revised their price target for Sojitz to ¥6,706 from ¥6,869, reflecting updated assumptions around discount rates, profit margins and the P/E multiple applied to future earnings. What's in the News FIDEM Energy and Sojitz formed a partnership to advance renewable natural gas production in the U.S., centered on landfill gas sourced projects in East Tennessee and across the Southeast (Key Developments).

2768: Fair Stance As Renewable Gas Partnership Will Shape Future Execution

Analysts now see Sojitz's fair value at ¥6,868.75 versus ¥6,664.29 previously. This reflects small tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E that together support a slightly higher price target.

2768: Neutral Coverage And Sector Tailwinds Will Shape Future Execution Outcomes

Narrative Update The analyst price target for Sojitz has been adjusted from ¥6,198.75 to ¥6,664.29, as analysts factor in updated assumptions for revenue growth, profit margins, and future P/E, following recent Neutral initiation commentary on Japan's trading companies. Analyst Commentary Recent research around Sojitz reflects a balanced view, with expectations tied closely to how effectively the company can execute on growth plans within Japan's broader trading company space.

Recent updates

2768: Fair Outlook As Renewable Gas Partnership Will Guide Future Execution

Analysts have revised their price target for Sojitz to ¥6,706 from ¥6,869, reflecting updated assumptions around discount rates, profit margins and the P/E multiple applied to future earnings. What's in the News FIDEM Energy and Sojitz formed a partnership to advance renewable natural gas production in the U.S., centered on landfill gas sourced projects in East Tennessee and across the Southeast (Key Developments).

2768: Fair Stance As Renewable Gas Partnership Will Shape Future Execution

Analysts now see Sojitz's fair value at ¥6,868.75 versus ¥6,664.29 previously. This reflects small tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E that together support a slightly higher price target.

2768: Neutral Coverage And Sector Tailwinds Will Shape Future Execution Outcomes

Narrative Update The analyst price target for Sojitz has been adjusted from ¥6,198.75 to ¥6,664.29, as analysts factor in updated assumptions for revenue growth, profit margins, and future P/E, following recent Neutral initiation commentary on Japan's trading companies. Analyst Commentary Recent research around Sojitz reflects a balanced view, with expectations tied closely to how effectively the company can execute on growth plans within Japan's broader trading company space.

Energy And Infrastructure Expansion Will Reshape Long Term Earnings Quality

Catalysts About Sojitz Sojitz is a diversified trading and investment group with businesses spanning energy solutions, healthcare, infrastructure, chemicals, automotive, metals, consumer and retail. What are the underlying business or industry changes driving this perspective?

2768: Neutral Coverage And Sector Tailwinds Will Shape Future Re Rating Potential

Analysts have lifted their fair value estimate for Sojitz from ¥5,160 to about ¥6,199, citing updated assumptions on growth, profitability and future P/E multiples following recent Street research, including a new Neutral initiation at ¥5,200. Analyst Commentary Bullish Takeaways Bullish analysts point to the uplift in fair value estimates toward about ¥6,199 as a sign that updated assumptions on growth and profitability support a higher long term earnings power than previously modeled.

Energy And Infrastructure Expansion Will Likely Strain Margins And Limit Long Term Profitability

Catalysts About Sojitz Sojitz is a Japanese trading and investment group with operations across energy solutions, healthcare, infrastructure, metals, chemicals, automotive, consumer and retail related businesses. What are the underlying business or industry changes driving this perspective?

2768: Neutral Coverage And Unclear Capital Policy Will Limit Future Upside

Analysts have kept Sojitz's fair value estimate steady at ¥5,160 while modestly lifting their P/E assumption and refining the discount rate. This has led to a new price target of ¥5,200, driven by generally positive views on Japan's trading companies but a preference for peers with clearer growth and capital plans.

2768: Neutral Coverage And Sector Reliance Will Limit Latin American Healthcare Upside

Analysts have lifted their price target on Sojitz from ¥5,022.50 to ¥5,160, citing updated assumptions on discount rate, revenue growth, profit margins and future P/E. This is in line with recent Street research that takes a Neutral stance while still recognizing the broader sector potential for Japan's trading companies.

Sojitz Corporation Just Recorded A 21% EPS Beat: Here's What Analysts Are Forecasting Next

Feb 06
Sojitz Corporation Just Recorded A 21% EPS Beat: Here's What Analysts Are Forecasting Next

Is Sojitz (TSE:2768) A Risky Investment?

Jan 24
Is Sojitz (TSE:2768) A Risky Investment?

2768: Neutral Coverage And Limited Upside Will Constrain Latin American Healthcare Story

Analysts have lifted their fair value estimate for Sojitz to ¥5,022.5 from ¥4,810, citing updated price targets around ¥5,200 and unchanged assumptions for growth, margins, discount rate and future P/E. Analyst Commentary Street research around Sojitz is mixed, with the fair value estimate closely aligned to a ¥5,200 price target and a Neutral rating.

2768: Latin American Healthcare Push And Higher Dividend Will Shape Neutral Outlook

Analysts have nudged their fair value estimate for Sojitz to ¥4,810, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples that are aligned with recent neutral coverage and a ¥5,200 Street price target. Analyst Commentary Street research on Sojitz is centered around a neutral stance, with a ¥5,200 price target helping to anchor expectations for fair value and execution risk.

2768: Latin American Healthcare Push And Higher Dividend Will Shape Balanced Outlook

Analysts have modestly raised their price target on Sojitz to approximately ¥4,750 from about ¥4,700, citing a slightly lower discount rate and improved confidence in the company’s earnings multiple despite marginally softer long term growth and margin assumptions. What's in the News Sojitz will establish Sojitz Australia Transport Pty Ltd as a specified subsidiary in November 2025, investing AUD 300 million (around JPY 30.6 billion) to expand in the transportation sector in Australia (company filing).

Little Excitement Around Sojitz Corporation's (TSE:2768) Earnings

Dec 19
Little Excitement Around Sojitz Corporation's (TSE:2768) Earnings

2768: Future Latin American Healthcare Expansion And Rising Dividend Will Shape Outlook

Analysts have modestly raised their price target on Sojitz from ¥4,490 to ¥4,700, citing a slightly lower discount rate and marginally higher expected valuation multiples despite largely unchanged growth and profitability forecasts. What's in the News Sojitz will establish Sojitz Australia Transport Pty Ltd in November 2025 as a specified subsidiary with AUD 300 million (JPY 30.6 billion) in capital to invest in the transportation sector in Australia (company announcement).

2768: Future Expansion in Latin American Healthcare and Rising Dividend Will Shape Outlook

Analysts have revised their price target for Sojitz upward from ¥4,397 to ¥4,490. They cited stronger anticipated revenue growth and a lower discount rate as key factors in the adjustment.

Sojitz's (TSE:2768) Promising Earnings May Rest On Soft Foundations

Nov 07
Sojitz's (TSE:2768) Promising Earnings May Rest On Soft Foundations

Sojitz (TSE:2768) Is Paying Out A Larger Dividend Than Last Year

Sep 26
Sojitz (TSE:2768) Is Paying Out A Larger Dividend Than Last Year

High-Growth Chemicals And Renewables Will Advance Global Electrification

Sojitz's consensus price target has increased to ¥4,397, primarily reflecting slightly improved revenue growth forecasts, while valuation multiples remain largely unchanged. What's in the News Board meeting scheduled to consider cancellation of treasury stock.

High-Growth Chemicals And Renewables Will Advance Global Electrification

The slight increase in Sojitz’s future P/E ratio indicates marginally higher forward earnings expectations, supporting a modest upward revision in the consensus price target from ¥4,223 to ¥4,307. What's in the News Board meeting planned to consider cancellation of treasury stock.

Sojitz (TSE:2768) Will Pay A Larger Dividend Than Last Year At ¥82.50

Sep 01
Sojitz (TSE:2768) Will Pay A Larger Dividend Than Last Year At ¥82.50

High-Growth Chemicals And Renewables Will Advance Global Electrification

The slight increase in Sojitz’s consensus price target to ¥4223 is underpinned by a modest rise in its forecast future P/E, despite a marginally lower revenue growth outlook. What's in the News Board meeting scheduled to consider cancellation of treasury stock.

Sojitz (TSE:2768) Will Pay A Larger Dividend Than Last Year At ¥82.50

Aug 06
Sojitz (TSE:2768) Will Pay A Larger Dividend Than Last Year At ¥82.50

Sojitz's (TSE:2768) Upcoming Dividend Will Be Larger Than Last Year's

Jul 23
Sojitz's (TSE:2768) Upcoming Dividend Will Be Larger Than Last Year's

Sojitz's (TSE:2768) Upcoming Dividend Will Be Larger Than Last Year's

Jul 09
Sojitz's (TSE:2768) Upcoming Dividend Will Be Larger Than Last Year's

Sojitz (TSE:2768) Shareholders Will Want The ROCE Trajectory To Continue

Jun 20
Sojitz (TSE:2768) Shareholders Will Want The ROCE Trajectory To Continue

Sojitz's (TSE:2768) Earnings Are Of Questionable Quality

May 08
Sojitz's (TSE:2768) Earnings Are Of Questionable Quality
User avatar

Tactical Acquisitions And Agribusiness Expansion Boost Profits And Enhance Shareholder Value

Strategic expansion in Energy Solutions and Healthcare aims to enhance revenue, with a focus on acquisitions and decarbonization efforts.

Rendimenti per gli azionisti

2768JP Trade DistributorsJP Mercato
7D5.6%2.0%0.2%
1Y80.4%74.8%38.0%

Ritorno vs Industria: 2768 ha superato il JP Trade Distributors che ha restituito 74.8 % nell'ultimo anno.

Rendimento vs Mercato: 2768 ha superato il mercato JP che ha restituito 38 % nell'ultimo anno.

Volatilità dei prezzi

Is 2768's price volatile compared to industry and market?
2768 volatility
2768 Average Weekly Movement6.3%
Trade Distributors Industry Average Movement4.5%
Market Average Movement4.8%
10% most volatile stocks in JP Market9.5%
10% least volatile stocks in JP Market2.4%

Prezzo delle azioni stabile: 2768 non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato JP.

Volatilità nel tempo: La volatilità settimanale ( 6% ) di 2768 è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
186225,118Kosuke Uemurawww.sojitz.com

Sojitz Corporation opera come società commerciale generale che svolge diverse attività commerciali in tutto il mondo. L'azienda opera attraverso i segmenti Automotive, Aerospace & Transportation Project, Infrastructure & Healthcare, Metals, Mineral Resources & Recycling, Chemicals, Consumer Industry & Agriculture Business, Retail & Consumer Service e Others. L'azienda è impegnata nell'assemblaggio e nella vendita di automobili, nel finanziamento di autovetture e nell'assicurazione della qualità dei componenti; nella gestione di concessionari autorizzati per veicoli di marchi premium; nelle attività di agenzia e vendita di aeromobili commerciali, difesa e attrezzature connesse; nelle attività di vendita di jet d'affari, aeromobili usati e parti di ricambio; nei progetti di trasporto, aeroporti, porti e altre infrastrutture sociali; nelle attività di infrastrutture marittime, sanitarie, energetiche, di conservazione dell'energia, di energia nucleare, di progetti di infrastrutture ICT e di parchi di infrastrutture industriali e urbane, nonché nelle attività di riciclaggio di acciaio e risorse.

Sojitz Corporation Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Sojitz con la sua capitalizzazione di mercato?
2768 statistiche fondamentali
Capitalizzazione di mercatoJP¥1.22t
Utili (TTM)JP¥114.94b
Ricavi(TTM)JP¥2.61t
11.3x
Rapporto P/E
0.5x
Rapporto P/S

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
2768 Conto economico (TTM)
RicaviJP¥2.61t
Costo del fatturatoJP¥2.26t
Profitto lordoJP¥356.75b
Altre speseJP¥241.81b
UtiliJP¥114.94b

Ultimi utili riportati

Dec 31, 2025

Prossima data di guadagno

n/a

Utile per azione (EPS)552.42
Margine lordo13.65%
Margine di profitto netto4.40%
Rapporto debito/patrimonio netto106.2%

Come si è comportato 2768 nel lungo periodo?

Vedi performance storica e confronto

Dividendi

2.6%
Rendimento attuale del dividendo
29%
Rapporto di remunerazione
Quando è necessario acquistare 2768 per ricevere un dividendo imminente?
Sojitz date dei dividendi
Data di stacco del dividendoMar 30 2026
Data di pagamento dei dividendiJun 02 2026
Giorni fino al dividendo Ex33 days
Giorni prima della data di pagamento dei dividendi31 days

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/01 19:18
Prezzo dell'azione a fine giornata2026/05/01 00:00
Utili2025/12/31
Utili annuali2025/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Sojitz Corporation è coperta da 20 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Kazuhisa MoriBarclays
Chika FukumotoCitigroup Inc
Jiro IokibeDaiwa Securities Co. Ltd.