Sojitz Corporation

Report azionario TSE:2768

Capitalizzazione di mercato: JP¥1.2t

Sojitz Crescita futura

Criteri Future verificati 2/6

Sojitz prevede che gli utili e i ricavi cresceranno rispettivamente di 8.8% e 2.6% all'anno. Si prevede che l'EPS crescerà di 9.4% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 10.8% in 3 anni.

Informazioni chiave

8.8%

Tasso di crescita degli utili

9.35%

Tasso di crescita dell'EPS

Trade Distributors crescita degli utili6.3%
Tasso di crescita dei ricavi2.6%
Rendimento futuro del capitale proprio10.85%
Copertura analitica

Good

Ultimo aggiornamento18 May 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • Feb 06

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

As you might know, Sojitz Corporation ( TSE:2768 ) just kicked off its latest third-quarter results with some very...

Recent updates

Articolo di analisi • May 09

Sojitz's (TSE:2768) Problems Go Beyond Weak Profit

Sojitz Corporation's ( TSE:2768 ) recent weak earnings report didn't cause a big stock movement. However, we believe...
Aggiornamento della narrazione • Apr 22

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).
Aggiornamento della narrazione • Apr 07

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.
Aggiornamento della narrazione • Mar 24

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.
Nuova narrazione • Mar 11

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?
Aggiornamento della narrazione • Mar 10

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.
Nuova narrazione • Feb 25

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?
Aggiornamento della narrazione • Feb 24

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.
Aggiornamento della narrazione • Feb 08

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.
Articolo di analisi • Feb 06

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

As you might know, Sojitz Corporation ( TSE:2768 ) just kicked off its latest third-quarter results with some very...
Articolo di analisi • Jan 24

Is Sojitz (TSE:2768) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Aggiornamento della narrazione • Jan 24

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.
Aggiornamento della narrazione • Jan 09

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.
Aggiornamento della narrazione • Dec 24

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).
Articolo di analisi • Dec 19

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

Sojitz Corporation's ( TSE:2768 ) price-to-earnings (or "P/E") ratio of 9.1x might make it look like a buy right now...
Aggiornamento della narrazione • Dec 10

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).
Aggiornamento della narrazione • Nov 26

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.
Articolo di analisi • Nov 07

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

Sojitz Corporation's ( TSE:2768 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
Articolo di analisi • Sep 26

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

Sojitz Corporation ( TSE:2768 ) will increase its dividend from last year's comparable payment on the 1st of December...
Aggiornamento della narrazione • Sep 26

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.
Aggiornamento della narrazione • Sep 11

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.
Articolo di analisi • Sep 01

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

The board of Sojitz Corporation ( TSE:2768 ) has announced that it will be paying its dividend of ¥82.50 on the 1st of...
Aggiornamento della narrazione • Aug 27

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.
Articolo di analisi • Aug 06

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

Sojitz Corporation ( TSE:2768 ) has announced that it will be increasing its dividend from last year's comparable...
Articolo di analisi • Jul 23

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

Sojitz Corporation ( TSE:2768 ) has announced that it will be increasing its dividend from last year's comparable...
Articolo di analisi • Jul 09

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

The board of Sojitz Corporation ( TSE:2768 ) has announced that it will be paying its dividend of ¥82.50 on the 2nd of...
Articolo di analisi • Jun 20

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

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
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Nuova narrazione • Dec 15

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.

Previsioni di crescita degli utili e dei ricavi

TSE:2768 - Stime future degli analisti e dati finanziari passati (JPY Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
3/31/20292,967,201140,20043,000153,0002
3/31/20282,947,664131,80041,060148,4197
3/31/20272,917,198126,3431,060114,2136
3/31/20262,757,350103,611-28,97616,759N/A
12/31/20252,614,167114,93711946,084N/A
9/30/20252,509,714111,60016,97569,891N/A
6/30/20252,484,813108,671-54,423-10,228N/A
3/31/20252,509,714110,636-63,592-16,688N/A
12/31/20242,507,876101,670-3,76938,233N/A
9/30/20242,414,64997,142-63,164-28,277N/A
6/30/20242,482,441101,66982,811118,843N/A
3/31/20242,414,648100,76580,972112,187N/A
12/31/20232,479,84077,73194,655129,837N/A
9/30/20232,479,84080,305136,685174,609N/A
6/30/20232,479,84088,23782,330119,663N/A
3/31/20232,479,840111,247133,376171,639N/A
12/31/20222,100,752129,040116,237150,895N/A
9/30/20222,100,752121,75987,884117,751N/A
6/30/20222,100,752110,55891,917122,014N/A
3/31/20222,100,75282,33238,01465,084N/A
12/31/20211,602,48572,30623,06745,636N/A
9/30/20211,602,48557,303-11,32817,666N/A
6/30/20211,602,48541,54222,52150,478N/A
3/31/20211,602,48527,00154,30984,972N/A
12/31/2020436,22740,05232,22367,531N/A
9/30/2020860,99340,45144,41276,017N/A
6/30/20201,317,39948,94615,63249,871N/A
3/31/20201,754,82560,8218,94240,510N/A
12/31/20191,764,15854,195N/A134,034N/A
9/30/20191,808,23962,789N/A106,167N/A
6/30/20191,825,70664,918N/A201,102N/A
3/31/20191,856,19070,419N/A96,476N/A
12/31/201887,73565,784N/A178,417N/A
9/30/2018713,92766,748N/A166,277N/A
6/30/20181,283,67261,986N/A30,403N/A
3/31/20181,816,45956,842N/A98,812N/A
12/31/20171,945,40755,447N/A-95,137N/A
9/30/20171,822,99052,642N/A-55,340N/A
6/30/20171,659,75546,955N/A-68,324N/A
3/31/20171,555,34940,760N/A857N/A
12/31/20161,382,92134,400N/A36,368N/A
9/30/20161,418,83931,273N/A73,443N/A
6/30/20161,524,27234,348N/A132,535N/A
3/31/20161,658,07236,526N/A99,939N/A
12/31/20151,820,58438,077N/A77,123N/A
9/30/20151,880,77236,951N/A98,197N/A
6/30/20151,892,93034,782N/A57,024N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di 2768 ( 8.8% all'anno) è superiore al tasso di risparmio ( 0.8% ).

Guadagni vs Mercato: Si prevede che gli utili di 2768 ( 8.8% all'anno) cresceranno più rapidamente del mercato JP ( 8.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di 2768 cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di 2768 ( 2.6% all'anno) crescerà più lentamente rispetto al mercato JP ( 5.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di 2768 ( 2.6% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di 2768 sarà basso tra 3 anni ( 10.8 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/23 04:35
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2026/03/31

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 19 analisti. 7 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
Satoshi AbeDaiwa Securities Co. Ltd.